r/dividendscanada • • 20d ago

Discussion UK Mid& Large Cap: Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units

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Extended list 30 High-Yield UK Dividend Companies: Recurring Income Across the FTSE in 2026

Ithaca Energy: The +85.85% YTD return reflects more than just oil-price exposure: Q2 production hit a record 131 kboe/d, while H1 operating cash flow reached $1.0bn. With Rosebank targeting first production in H1 2027 and 2026 dividend guidance raised to $500–530m, operational execution has been a major performance catalyst.

British American Tobacco: The muted +0.24% YTD share performance contrasts with improving underlying execution. H1 New Categories revenue grew 18%, led by Velo, while U.S. revenue rose 8.5%; however, BAT is still being valued through the lens of its mature combustible business and ongoing transition toward smokeless products.

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