During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

24/7 Wall St. Quick Read SDIV’s 9.7% yield relies on mortgage REITs with payout ratios exceeding 200% and monthly dividends that have dropped 25% since early 2023. Top holdings like AGNC and IVR distribute multiples of their earnings. This practice cannot continue indefinitely. JEPI offers an 8.2% yield through covered calls on quality U.S. stocks with sustainable payout ratios like Broadcom’s 61%. If you’re thinking about retiring or know someone who is, there are three quick questions causing ma ...

The Global X SuperDividend ETF (NYSEARCA:SDIV) delivers a 9.7% dividend yield, more than triple the 2.5% offered by the Vanguard High Dividend Yield ETF (NYSEARCA:VYM) and over double the 3.7% from the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD). This international ETF tracks 100 of the world's highest-yielding equities, with significant exposure to mortgage REITs, Brazilian companies, and emerging markets. However, that exceptional yield comes with serious sustainability concerns. How SDIV Generates It ...

Get started with iREIT + Hoya Capital today! Sign Up for Top Stocks 2026 Now! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder: Hey everyone. Daniel Snyder from Seeking Alpha. Thank you so much for taking the time to join us today as we dive into the world of REITs, a sector that many of you love, but also has been down and out ...

AGNC Investment Corp (NASDAQ:AGNC) declared a $0.36 per share quarterly dividend in Q3 2025, yielding 13.70% annually. The company operates a $90.8 billion agency MBS portfolio with $903 million in revenue and $764 million in net income for Q3. Book value reached $8.83 per share, up 6.0% to $8.28 in the quarter. However, 1.2% of the portfolio remains on non-accrual status. For investors seeking monthly income, JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become a household name with its substantia ...

Is your portfolio on track to yield 26% in 2026?If not, why not?Of course, most stocks and funds don’t pay 26% on their own. But it’s a quick fix to get many of them to.This makes a big difference to our retirement goals: a 26% return on a million-dollar portfolio is $260,000 in cash flow per year! Without tapping the principal.Or $130,000 in cash flow on $500K. You get the idea. With 26% coming in, it’s a lot easier to retire.How can we boost our investment income like this? Let’s take boring ol’ SPY—SPDR ...

Core Insights - The article focuses on analyzing Rithm Capital Corp.'s (RITM) recent performance metrics in comparison to 17 mortgage real estate investment trust (mREIT) peers, highlighting investment composition, leverage, hedging coverage, and economic returns [1][3][54] Investment Composition and Portfolio Overview - As of September 30, 2025, RITM's investment portfolio consisted of 21% fixed-rate agency MBS, 0% variable-rate agency MBS, 32% mortgage servicing rights (MSR), and 47% non-agency MBS and other mortgage-related investments [19][28] - RITM's diverse investment strategy includes subsidiaries like Newrez, SCU, Crestline, and RPT, which contribute to a broad range of financial investments [28][39] Leverage and Hedging Coverage - RITM's on-balance sheet leverage ratio was 2.4x, with an at-risk leverage ratio of 1.0x as of September 30, 2025, indicating a slight decrease in on-balance sheet leverage and a slight increase in at-risk leverage compared to the previous quarter [20][21] - The hedging coverage ratio for RITM decreased to 58% as of September 30, 2025, reflecting the company's strategy to prepare for lower mortgage interest rates [51] Economic Returns and Valuation - RITM reported a book value (BV) of $12.83 per share at the end of Q3 2025, representing a quarterly increase of 0.94% and an economic return of 2.91% for the same period [22][23] - The trailing 24-month economic return for RITM was 20.37%, ranking it as the 4th best performer among the analyzed mREIT peers, significantly outperforming the average returns of other mREIT categories [55] Comparative Analysis with Peers - RITM's economic return and leverage metrics indicate it operates with lower average leverage compared to its closest peer, PMT, and the broader mREIT sector, which helps mitigate book value volatility [56] - The stock price of RITM was trading at a 13.44% discount to the estimated current BV as of December 5, 2025, suggesting potential undervaluation [52][53]

Core Insights - Income-based investments, particularly those linked to tangible assets, have historically proven to be reliable over the long term, despite recent fluctuations in the Dow Jones Average and S&P 500 due to Federal Reserve policies [1][2] Investment Opportunities - Investors are encouraged to consider real estate and energy sectors for income-based investments, as these sectors are less dependent on interest rates compared to bonds [3] - The Global X SuperDividend REIT ETF (SRET) offers a high yield of 7.95%, providing diversification and risk mitigation through a portfolio of global REITs [5][6] - The Westwood Salient Enhanced Midstream Income ETF (MDST) yields 10.27% and focuses on midstream companies, which are crucial for energy distribution [10][11] Performance Metrics - SRET has a net asset value of $207.99 million, an expense ratio of 0.58%, and a year-to-date return of 17.82% [6] - MDST has a net asset value of $167.9 million, an expense ratio of 0.80%, and a year-to-date return of 8.06% [10] Sector Analysis - Real Estate Investment Trusts (REITs) are highlighted as a beneficial investment avenue, allowing investors to gain from real estate income without the burdens of property management [4] - Midstream companies are essential for the transportation and processing of oil and gas, with similar profit distribution requirements as REITs [9][11]

Core Insights - The article discusses the anticipated economic environment in 2026, highlighting expected interest rate cuts and the impact on various sectors, particularly mortgage REITs and pharmaceutical companies. Group 1: Interest Rates and Mortgage REITs - Interest rates are projected to decline, with Fed Chair Jay Powell having already implemented two rate cuts, and more expected under Kevin Hassett's leadership [3][4] - Mortgage REITs like Annaly Capital (NLY) and Dynex Capital (DX) are well-positioned to benefit from falling rates, with yields of 12.3% and 14.7% respectively, and potential for significant price appreciation [4][5] - The easing of mortgage spreads, which are crucial for profitability, indicates a favorable environment for these mortgage REITs as they hold government-backed securities [5][6] Group 2: Pharmaceutical Industry and AI - The pharmaceutical industry is set to experience accelerated drug discovery cycles, potentially reducing the time from development to market from 10-15 years to 3-6 years due to AI advancements [7][8] - Companies like BlackRock Health Sciences Term Trust (BMEZ) are positioned to benefit from this trend, yielding 8.6% while investing in innovative drug development firms [9] - Danaher (DHR) is highlighted as a key supplier in the life sciences sector, providing essential tools and consumables for drug development, which are expected to see increased demand due to AI-driven research [11][12] Group 3: Consumer Goods - Hershey Foods - Hershey Foods (HSY) is noted for its strong brand portfolio and resilience despite rising cocoa prices, with management implementing efficiency plans and price increases to maintain cash flow [14][15] - The company has raised its dividend by 70% over five years, indicating a strong commitment to shareholder returns and positioning for a rebound as input costs stabilize [15]

Core Insights - The article discusses the anticipated decline in interest rates and its implications for mortgage REITs like Annaly Capital and Dynex Capital, which are well-positioned to benefit from falling rates and currently offer high dividend yields of 12.3% and 14.7% respectively [1] - The introduction of "Applied AI" in drug discovery is expected to significantly shorten the time required to bring new drugs to market, potentially reducing the cycle from 10-15 years to 3-6 years, which will enhance profitability for pharmaceutical companies [1] - Danaher is highlighted as a key player in the life sciences sector, providing essential tools and consumables for drug development, benefiting from increased R&D activities driven by AI advancements [1][2] - Hershey Foods is noted for its strong brand portfolio and recent operational efficiencies, positioning it for a rebound after a period of margin compression due to rising cocoa prices [2] Mortgage REITs - Annaly Capital and Dynex Capital are expected to thrive as interest rates decline, with their portfolios consisting of government-backed mortgages that appreciate in value as rates fall [1] - The mortgage spreads, which are crucial for profitability, have been easing, creating favorable conditions for these mortgage REITs [1] Pharmaceutical Industry - The integration of AI in drug discovery is projected to compress development timelines, allowing companies to monetize successful drugs more quickly and extend their monopoly pricing periods [1] - BlackRock Health Sciences Term Trust is mentioned as a vehicle for investing in innovative drug development companies, offering an 8.6% yield [1] Life Sciences Sector - Danaher is positioned to benefit from increased demand for laboratory tools and consumables as pharmaceutical companies ramp up R&D efforts, driven by AI [1][2] - The company avoids the political challenges faced by drug manufacturers, focusing instead on providing essential support for drug development [1] Consumer Goods - Hershey Foods has implemented a two-year efficiency plan and raised prices, which has helped it maintain cash flow despite rising input costs [2] - The company has increased its dividend by 70% over five years, indicating strong shareholder returns and potential for future growth [2]