Major U.S. banks announced plans to increase shareholder dividends on June 25, 2026. This follows Federal Reserve stress test results confirming lenders can withstand a severe recession.

JPMorgan Chase & Co. will raise its quarterly dividend to $1.65 per share from $1.50. PNC Financial Services Group plans an 18% increase to $2.00 per share.

The Federal Reserve is keeping stress capital buffer requirements unchanged for the current period. These dividend boosts signal strong fundamentals for major holdings within financial-focused ETFs.