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ITW vs SHLX: Dividend Comparison 2026

ITW yields 2.43% · SHLX yields 60.75%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ITW wins by $40.1K in total portfolio value· pulled ahead in Year 7
10 years
ITW
ITW
● Live price
2.43%
Share price
$256.19
Annual div
$6.22
5Y div CAGR
40.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.2K
Annual income
$19,287.21
Full ITW calculator →
SHLX
SHLX
● Live price
60.75%
Share price
$15.82
Annual div
$9.61
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.1K
Annual income
$9.66
Full SHLX calculator →

Portfolio growth — ITW vs SHLX

📍 ITW pulled ahead of the other in Year 7

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodITWSHLX
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, ITW + SHLX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ITW pays
SHLX pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

ITW
Annual income on $10K today (after 15% tax)
$206.37/yr
After 10yr DRIP, annual income (after tax)
$16,394.13/yr
SHLX
Annual income on $10K today (after 15% tax)
$5,163.96/yr
After 10yr DRIP, annual income (after tax)
$8.21/yr
At 15% tax rate, ITW beats the other by $16,385.92/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of ITW + SHLX for your $10,000?

ITW: 50%SHLX: 50%
100% SHLX50/50100% ITW
Portfolio after 10yr
$52.1K
Annual income
$9,648.44/yr
Blended yield
18.52%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SHLX right now

ITW
Analyst Ratings
6
Buy
13
Hold
9
Sell
Consensus: Hold
Price Target
$273.50
+6.8% upside vs current
Range: $253.00 — $285.00
Altman Z
8.0
Piotroski
6/9
SHLX
Analyst Ratings
4
Buy
7
Hold
4
Sell
Consensus: Hold
Price Target
$16.00
+1.1% upside vs current
Range: $16.00 — $16.00
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITW buys
13
SHLX buys
0
PoliticianChamberTickerTypeAmountDate
Shelley Moore Capito🏛 Senate$ITW▼ Sell$1,001 - $15,0002026-02-24
Rich McCormick🏢 House$ITW▲ Buy$1,001 - $15,0002025-11-05
Lisa McClain🏢 House$ITW▲ Buy$1,001 - $15,0002025-06-17
Bruce Westerman🏢 House$ITW▼ Sell$1,001 - $15,0002025-04-21
Bruce Westerman🏢 House$ITW▲ Buy$1,001 - $15,0002025-04-08
Jared Moskowitz🏢 House$ITW▲ Buy$1,001 - $15,0002025-04-07
Carol Devine Miller🏢 House$ITW▲ Buy$1,001 - $15,0002025-03-10
Shelley Moore Capito🏛 Senate$ITW▼ Sell$1,001 - $15,0002025-01-17
Scott Mr Franklin🏢 House$ITW▲ Buy$1,001 - $15,0002024-09-25
Scott Mr Franklin🏢 House$ITW▲ Buy$1,001 - $15,0002024-09-25
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITWSHLX
Forward yield2.43%60.75%
Annual dividend / share$6.22$9.61
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.3%-50%
Portfolio after 10y$72.2K$32.1K
Annual income after 10y$19,287.21$9.66
Total dividends collected$46.9K$7.3K
Payment frequencyquarterlyquarterly
SectorIndustrialsStock
Analyst consensusHoldHold
Analyst price target$273.50$16.00

Year-by-year: ITW vs SHLX ($10,000, DRIP)

YearITW PortfolioITW Income/yrSHLX PortfolioSHLX Income/yrGap
1$11,041$340.63$13,738$3,037.63$2.7KSHLX
2$12,307$493.12$16,649$1,949.99$4.3KSHLX
3$13,889$720.73$18,919$1,104.34$5.0KSHLX
4$15,928$1,066.53$20,830$586.40$4.9KSHLX
5$18,646$1,603.73$22,590$301.69$3.9KSHLX
6$22,413$2,461.76$24,324$152.89$1.9KSHLX
7← crossover$27,862$3,880.01$26,103$76.93+$1.8KITW
8$36,137$6,324.37$27,969$38.58+$8.2KITW
9$49,422$10,755.41$29,946$19.32+$19.5KITW
10$72,169$19,287.21$32,052$9.66+$40.1KITW

ITW vs SHLX: Complete Analysis 2026

ITWIndustrials

Illinois Tool Works Inc. manufactures and sells industrial products and equipment worldwide. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segment provides warewashing, refrigeration, cooking, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services. The Test & Measurement and Electronics segment produces and sells equipment, consumables, and related software for testing and measuring of materials and structures, as well as equipment and consumables used in the production of electronic subassemblies and microelectronics. The Welding segment produces arc welding equipment; and metal arc welding consumables and related accessories. The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance. The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets. The Specialty Products segment offers beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. It serves the automotive OEM/tiers, commercial food equipment, construction, general industrial, and automotive aftermarket end markets. The company distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.

Full ITW Calculator →

SHLXStock

Shell Midstream Partners, L.P. owns, operates, develops, and acquires pipelines and other midstream, and logistics assets in the United States. It owns interests in crude oil and refined products pipelines and terminals to transport onshore and offshore crude oil production to Gulf Coast and Midwest refining markets. The company stores and transports crude oil, refined, natural gas, and refinery gas products for various customers, including producers, refiners, marketers, and traders, as well as to other crude oil and refined products pipelines through its pipelines and storage tanks. Shell Midstream Partners GP LLC serves as the general partner of Shell Midstream Partners, L.P. The company was incorporated in 2014 and is headquartered in Houston, Texas. Shell Midstream Partners, L.P. is a subsidiary of Shell Pipeline Company LP.

Full SHLX Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.