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February 2026: Higher profits lead to growing dividends

February 2026: Higher profits lead to growing dividends

Investors in the Sustainable Dividends Value Fund achieved a return of 2.3% last month. This brings the return on our fund for 2026 to 3.0%. February is the peak of the earnings season for many investors, and more than half of the companies in our fund opened their books last month. On average, our companies reported a 20% increase in profits for the final quarter of last year compared to the same quarter in 2024. All but one of our companies announced an annual dividend increase. The average dividend increase for the companies that have reported so far is 17%. This reflects the confidence of these companies’ management in continued growth in the current year. Overall, the earnings season has been positive so far, with companies reporting mostly positive news. Geopolitically, however, recent developments are more gloomy. Towards the end of the month, the conflict in the Middle East flared up again. This is likely to continue to cause tension on the stock market in the coming period. Despite this, the MSCI Europe Index rose by 4.1% in February. Investors in our fund have achieved an average annual return of 7.5% since the strategy’s inception in 2016.

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+31 (0)20 244 36 54
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Sustainable

Sustainable lasts longer, both for our world and for our capital.

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When assessing an investment, dividends are very important.

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The fund

Sustainable Dividends offers an investment fund that invests in a well-diversified portfolio of European companies at the forefront of the sustainability transition. Our focus is on a disciplined investment process, while applying both qualitative and quantitative financial criteria.

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Testimonials

Harm Welleweerd
Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

Bart van Asten
CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

Milko Brinkman
Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

Michiel Langezaal
co-founder and CEO Fastned

What really appealed to me about Sustainable Dividends is the story. First, we invest only in sustainable companies. Then, we look for companies that show an upward trend in dividend payments because companies with growing dividends have historically achieved above-average returns. A refreshingly simple and clear strategy that gives me confidence.