Dividends in Standard & Poor’s 500-stock index ( .SPX ) have been increasing at double-digit percentage rates in recent years, rewarding income-hungry investors. But that may be about to change. Data provider FactSet estimates payouts from S&P 500 stocks will increase by just 7.7% in 2015, as fewer companies initiate new dividends and many firms redirect cash to much-neglected capital spending.

*As of 11/24/14

Sources: Morningstar, Thomson Reuters, Yahoo, Kiplinger

So if you’re looking for big dividend gains, you’ll have to target a few sectors. Within the S&P 500, FactSet estimates, financial firms will raise dividends by an average of 13.2%, the most of any sector. Industrial companies come in second, expected to boost distributions by an average of 8.6%. Payouts from firms that make non-essential consumer goods are projected to climb by an average of 8.1%.

With that in mind, we’ve identified eight companies that are likely to deliver substantial dividend increases next year. All come from the three sectors mentioned above and all have payout ratios (dividends paid out as a percentage of earnings) of 50% or less, providing room for more hikes. To top it off, each firm has a history of raising distributions and a solid earnings outlook for 2015.

Figures are as of November 24. The payout ratio is determined by dividing the current dividend rate by estimated 2015 earnings per share.

JPMorgan Chase

• Ticker: JPM
• Headquarters: New York City
• Share price: $60.96
• Market capitalization: $228.0 billion
• Dividend yield: 2.6%

• Payout ratio: 27%
• One-year total return: 8.8%

Banks with the highest dividend-growth potential next year tend to have low yields. Analysts at Keefe, Bruyette & Woods, an investment bank that specializes in the financial sector, believe that Bank of America ( BAC ) will increase its dividend by more than 100% in 2015. But BofA’s stock yields just 1.2%, well below the S&P 500’s 2.0% yield.

Consider instead JPMorgan Chase. Along with other major banks, JP Morgan faces intense regulatory scrutiny and high legal costs. The company recently agreed to pay more than $1 billion in fines for allegedly manipulating foreign-exchange benchmark rates. (Four other banks also agreed to pay up.) Still, JPMorgan remains popular with customers. Revenues at the bank were up 5% in the third quarter compared with the previous year, and loans increased 7%. Today, the stock yields well above the S&P 500’s yield, and the company uses less than one-third of its earnings to pay the dividend. Ben Kirby, co-manager of Thornburg Investment Income Builder Fund, says he thinks JPMorgan can increase the distribution by high-single-digit percentages next year and for several more years.

Wells Fargo

• Ticker: WFC
• Headquarters: San Francisco
• Share price: $54.10
• Market capitalization: $280.8 billion
• Dividend yield: 2.6%
• Payout ratio: 33%
• One-year total return: 25%

Wells Fargo came through the financial crisis relatively unscathed—its stock gained 2.0% in 2008, while big banks around the world lost an average of 71.6% that year—and it has been resilient ever since. As with many of its peers, low interest rates are putting pressure on Wells’s earnings, which are expected to rise by only 4% in 2015. But should long-term rates begin to climb, the bank could clean up. As of the end of last year, about 95% of Wells Fargo’s deposits were in low-yielding checking and savings accounts, one of the highest percentages in the industry. A rise in long-term rates would allow Wells to charge more for loans and increase the spread between its loans and its low-rate (or zero-rate) deposits. Wells has raised its dividend each year since 2011, and analysts at Keefe, Bruyette & Woods expect the company to hike the payout by 10.4% in 2015.

Boeing

• Ticker: BA
• Headquarters: Chicago
• Share price: $134.61
• Market capitalization: $96.0 billion
• Dividend yield: 2.2%
• Payout ratio: 34%
• One-year total return: 1.2%

Orders for advanced commercial aircraft from Boeing, such as the Dreamliner 787, continue to soar. As of the third quarter, the giant aircraft maker had a backlog of 5,500 orders valued at a record $430 billion. The stock has suffered lately, though, because investors have been disappointed with Boeing’s free cash flow (cash profits that are left after capital expenditures). Higher-than-expected costs to build the 787 are partly to blame, says investment bank Credit Suisse. Still, earnings at Boeing jumped 19% in the third quarter compared with the same period a year ago, and over the past 12 months the company used just about one-third of its profits to fund its dividends. That leaves plenty of room to raise the distribution in 2015. Analysts at Argus Research project a 10% hike next year.

General Electric

Industrial behemoth General Electric is streamlining its business to squeeze out bigger profits. In the third quarter, the company announced it was selling its appliance unit to Electrolux for $3.3 billion. GE is also paring its financial-services arm, spinning off Synchrony Financial, GE’s former retail finance business (which manages store credit cards) in an initial public offering this year. Meanwhile, demand for GE’s industrial products, which include jet engines, gas turbines and locomotives, is growing. Orders in the third quarter jumped 22% from the year-earlier period, and GE’s backlog reached a record $250 billion. In 2015, analysts expect profits to rise 8%. GE cut its dividend during the financial crisis but has more than doubled the distribution since 2010. The stock yields an attractive 3.3%, and Argus thinks the company could lift the payout by 14% in 2015.

Honeywell International

You don’t have to wonder if this global manufacturer will boost its dividend. The diversified manufacturer announced in October that it would up its quarterly payout by 15%, starting with the distribution in December (payable to investors who owned the stock as of November 20).