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These 2 Dividend Stocks Are Worth Buying More of While the Market Is Distracted

newsfeedback@fool.com (James Halley)
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⚡ Quantum Brief
Two under-the-radar industrial stocks—Nordson and Badger Meter—are highlighted for their exceptional dividend growth, with 62 and 33 consecutive annual increases, respectively. Nordson, a Dividend King, raised its 2025 dividend by 5% and reported Q1 2026 revenue up 9% YoY, driven by electronics and aerospace demand, while lifting full-year EPS guidance by 10%. Badger Meter boosted its 2025 dividend by 17.6%, supported by record 2025 sales ($916.7M, +11%) and 27% SaaS growth, fueled by smart metering and its SmartCover acquisition. Both companies outpace market volatility with stable, niche dominance—Nordson in precision dispensing and Badger in water/gas metering—offering long-term income reliability. Their boring but resilient business models contrast high-growth sectors, combining steady cash flow with tech-driven expansion, making them ideal for dividend-focused portfolios.
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By James Halley – Apr 4, 2026 at 10:45AM ESTKey PointsNordson has increased its dividend for 62 consecutive years.Badger Meter has grown its dividend for 33 consecutive years.Both companies see double-digit increases in earnings per share. Chances are, unless you focus on smallish industrial companies with specialized market dominance and solid earnings and dividend growth, you've probably never heard of Nordson (NDSN 1.48%) and Badger Meter (BMI +1.80%). Nordson operates in more than 35 countries, and it engineers, makes, and markets products used for dispensing adhesives, coatings, sealants, plastics, and other materials in everything from everyday consumer goods such as diapers and straws to high-tech applications in aerospace and mobile electronics. Badger Meter designs and markets meters and valves for measuring and controlling liquids and gases. Let's see why each divided stock is worth considering now. Image source: Getty Images. They have consistently increased their dividends Nordson has increased its annual dividend for 62 consecutive years, including a 5% increase in 2025. That makes it a Dividend King, a select group of stocks that have raised their dividends for 50 consecutive years or longer. The yield, at its current share price, is 1.22%. Badger Meter has increased its dividend for 33 consecutive years, including a 17.6% increase in 2025. Its yield, at its current share price, is 1.01%. Over the past decade, Nordson has raised its dividend by 241% while Badger has increased it 300%. ExpandNASDAQ: NDSNNordsonToday's Change(-1.48%) $-3.96Current Price$263.28Key Data PointsMarket Cap$15BDay's Range$260.73 - $268.5152wk Range$165.03 - $305.28Volume23KAvg Vol413KGross Margin55.17%Dividend Yield1.23% They have the stability needed for long-term income growth In the first quarter of 2026, Nordson posted record revenue of $669 million, up 9% year over year, while earnings per share (EPS) rose 44% over the same period last year to $2.38. The company has three segments: industrial precision solutions, medical and fluid solutions, and advanced technology solutions, with the last one leading the rise in sales. The segment saw sales rise 23% year over year, driven by growth in electronics dispensing systems and a recovery in demand for X-ray systems. The company's fast start to the year led it to raise its annual guidance. It now expects yearly revenue of $2.86 billion to $2.98 billion, up 4.6% at the midpoint over 2025, and adjusted EPS between $11 and $11.60, up 10.3% at the midpoint. Badger Meter is coming off a record year. It reported 2025 sales of $916.7 million, up 11%, driven by software-as-a-service (SaaS) sales that grew 27%, thanks to the increasing use of the company's cellular advanced metering infrastructure and added revenue from the purchase of SmartCover, which brought in $40 million in sales in the 11 months since its acquisition for $185 million. SmartCover specializes in sensors, software, and related services to monitor sewer levels, alerting utilities to potential issues. Badger's EPS rose 13% to $4.79, also a company record. ExpandNYSE: BMIBadger MeterToday's Change(1.80%) $2.77Current Price$156.98Key Data PointsMarket Cap$4.6BDay's Range$151.91 - $157.6552wk Range$139.14 - $256.08Volume16KAvg Vol408KGross Margin41.68%Dividend Yield0.98% They're boring, in a good way Industrial sealants and specialized water and gas valves aren't as interesting as, say, electric vehicles or artificial intelligence-focused software companies. What is compelling is Nordson's and Badger Meter's commitment to dividend growth. They represent an opportunity for investors seeking a blend of long-term stability and consistent income growth. As a Dividend King, Nordson has demonstrated remarkable resilience through its diversified reach into everything from consumer packaging to high-tech aerospace applications. Badger Meter offers a high-growth twist on industrial stability, focusing on the essential management of global water and gas resources. It has successfully pivoted into a higher margin, tech-forward future that should provide plenty of cash flow for continued dividend increases. Read NextApr 4, 2026 •By Matt DiLalloHere's Why Oil Prices Are Surging and What a Strait of Hormuz Disruption Could Mean for Global SupplyApr 4, 2026 •By Matt DiLalloI Just Deposited $1,000 Into My Brokerage Account. Here's How I Plan to Invest It In April.Apr 3, 2026 •By Leo SunThe Energy Sector Is Paying Out. Here Are 2 Stocks That Could Fund Your Retirement.Apr 3, 2026 •By Leo SunThe Grid Can't Keep Up. These 2 Utility Stocks Are the Buys of the Month.Apr 3, 2026 •By Leo SunNuScale Power Is Down 80% -- That's Great News for Long-Term InvestorsApr 3, 2026 •By Selena MaranjianBloom Energy (BE) Stock Has Surged on $110 Oil.

Is There Still Room to Run?Stocks MentionedBadger MeterNYSE: BMI$156.98(+1.80%)+$2.77NordsonNASDAQ: NDSN$263.28(-1.48%)-$3.96*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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Source: The Motley Fool

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