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2 Top Dividend Stocks to Buy in February

newsfeedback@fool.com (Dave Kovaleski)
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⚡ Quantum Brief
Two dividend stocks—Fidelity National Information Services (FIS) and Main Street Capital (MAIN)—are highlighted for February 2026 due to their high yields and growth potential amid volatile markets. Fidelity National Information Services (FIS) rebounded after divesting its troubled Worldpay acquisition, replacing it with Global Payments’ Issuer Solutions business, which analysts project could drive a 67% stock return within 12 months. FIS raised its dividend by 10% to $0.44 per share (3.62% yield), marking its second consecutive annual increase, signaling improved financial health post-restructuring and stronger earnings potential. Main Street Capital (MAIN) offers a rare monthly dividend of $0.26 per share (7.2% yield) and has increased annual payouts for 18 straight years, supplemented by quarterly special dividends. Both stocks combine high income potential with growth: FIS through fintech dominance and MAIN via consistent BDC performance, making them standout picks for dividend investors this month.
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By Dave Kovaleski – Feb 22, 2026 at 10:05PM ESTKey PointsFidelity National Information Services hasn't been the most reliable dividend payer in recent years, but a recent catalyst should change that.

Main Street Capital pays out a monthly dividend at a very high yield. Both stocks should deliver good returns and high dividends for investors. These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: FISFidelity National Information ServicesMarket Cap$25BToday's Changeangle-down(0.27%) $0.13Current Price$49.13Price as of February 20, 2026 at 4:00 PM ETThese two dividend stocks should reward investors.In choppy markets, dividend stocks are particularly useful as a way to balance out returns. That's because no matter how the stock performs, the dividend will be there -- with a good dividend stock, that is. There are two income-generating stocks that should be on your radar this month, and they aren't your typical dividend stocks. One of them has only increased its dividend for two years in a row, while the other pays out a monthly, not quarterly, dividend. But both are intriguing options for dividend investors. Image source: Getty Images. 1.

Fidelity National Information Services Fidelity National Information Services (FIS +0.27%) is a fintech that provides the technology to help institutions move money. It's one of a handful of dominant players and has a good-sized moat due to the complexity of its services and the high switching costs. Fidelity's 63% decline in stock price over the past five years was not due to dwindling revenues or loss of market share; it had more to do with a bad acquisition in 2019. The company spent $43 billion to buy Worldpay, a merchant acquirer, in 2019 to expand into that space, but it proved to be a drag on earnings from the high costs. ExpandNYSE: FISFidelity National Information ServicesToday's Change(0.27%) $0.13Current Price$49.13Key Data PointsMarket Cap$25BDay's Range$48.50 - $49.6352wk Range$46.16 - $82.74Volume3.4MAvg Vol3.8MGross Margin36.66%Dividend Yield3.26% Just this year it sold off the last vestiges of Worldpay and in return acquired the Issuer Solutions business from Global Payments. This business is seen as a better fit for Fidelity because it focuses on the technology to process credit payments, complementing Fidelity's strength in debit payment processing. Analysts see high upside from it. The stock is rated a consensus buy and has a median price target that suggests a 67% return over the next 12 months. Further, the company just boosted it by 10% to $0.44 per share at a high yield of 3.62%. Fidelity hasn't been the most reliable dividend payer, as this is just the second year in a row of dividend raises, but that was mostly due to the Worldpay deal. With that now behind it and the Issuer Solutions business expected to be a better fit, Fidelity should see its stock price rise and its dividend improve. 2.

Main Street Capital The second nontraditional dividend stock to buy in February is Main Street Capital (MAIN +0.12%). It pays a monthly dividend, as opposed to a quarterly dividend. There are only about 80 stocks that pay out dividends monthly.

Main Street Capital is a business development company (BDC), which means, because it gets tax breaks, it must allocate 90% of its annual taxable income to dividends. As BDCs go, Main Street Capital is one of the best for dividends. ExpandNYSE: MAINMain Street CapitalToday's Change(0.12%) $0.07Current Price$57.95Key Data PointsMarket Cap$5.2BDay's Range$57.09 - $58.3652wk Range$46.31 - $67.13Volume20KAvg Vol538KGross Margin100.00%Dividend Yield6.24% In early March it will pay out a monthly dividend of $0.26 per share, the same as February. This payout comes at an incredibly high yield of 7.20%. Plus, it has reliably increased its annual dividend payout for 18 straight years. On top of this high monthly payout, it distributes supplemental dividends four times a year to distribute excess taxable income. In addition, Main Street's stock has been a reliable performer over the years with a five-year annualized return of 11%.Read NextJan 23, 2026 •By Dave KovaleskiFidelity National Information Services Stock: Buy, Sell, or Hold in 2026?Oct 30, 2025 •By Bram BerkowitzWhy Shares of Fiserv Fell a Stunning 48% This WeekFeb 13, 2023 •By Rich SmithWhy Fidelity National Information Services Stock Dropped 15% TodayDec 2, 2022 •By Dave KovaleskiWhy Fidelity National Information Services Stock Jumped 13% This WeekMay 6, 2021 •By Motley Fool TranscribersFidelity National Information Services (FIS) Q1 2021 Earnings Call TranscriptJan 27, 2021 •By Dave Kovaleski1 Fintech Stock to Buy in 2021About the AuthorDave mainly covers financials, consumer goods, and technology stocks and ETFs. He wrote for the Fool from 2019-2023 and rejoined the Fool in 2026. In the past he's covered mutual funds and institutional investments for Pensions & Investments, personal finance for S&P, money markets and bonds for Crane Data, and stocks for ValueWalk.TMFdkovaleskiStocks MentionedFidelity National Information ServicesNYSE: FIS$49.13 (+0.27%) $+0.13Main Street CapitalNYSE: MAIN$57.95 (+0.12%) $+0.07Global PaymentsNYSE: GPN$82.46 (+2.75%) $+2.21*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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