Core Viewpoint - The article discusses dividend-paying stocks as a stable income option for investors amid fluctuating trade policies, highlighting recommendations from top Wall Street analysts [1]. Chevron (CVX) - Chevron reported market-beating earnings for Q2, although earnings declined year-over-year due to lower oil prices [2]. - The company returned $5.5 billion to shareholders in Q2 through share repurchases of $2.6 billion and dividends of $2.9 billion, with a dividend yield of 4.4% [3]. - Morgan Stanley analyst Devin McDermott resumed coverage with a buy rating and a price target of $174, while TipRanks' AI Analyst has an "outperform" rating with a price target of $171 [3]. - The recent Hess acquisition is expected to enhance Chevron's growth and portfolio duration, removing a major overhang [4]. - McDermott noted that Chevron's free cash flow yield for 2026 is projected at 8%, compared to Exxon Mobil's 6% and ConocoPhillips' 7% [5]. Rithm Capital (RITM) - Rithm Capital announced better-than-expected Q2 results, paying a dividend of 25 cents per share, resulting in an annualized dividend yield of 8.2% [7]. - RBC Capital analyst Kenneth Lee raised the price forecast for RITM stock to $14 from $13, maintaining a buy rating [8]. - Rithm's Q2 earnings available for distribution (EAD) were 54 cents per share, exceeding estimates, leading to an increase in EAD estimates for 2025 and 2026 [9]. - The company is focusing on growth and return on equity enhancement, with notable cost benefits from AI initiatives [10]. AT&T (T) - AT&T delivered better-than-expected Q2 earnings, driven by strong wireless equipment revenues, and offers a quarterly dividend of $0.2775 per share, resulting in a dividend yield of about 4% [12]. - RBC Capital analyst Jonathan Atkin reiterated a buy rating with a price target of $31, while TipRanks' AI Analyst has a neutral rating with a price target of $30 [13]. - The company's revised 2025 guidance reflects cash tax benefits and an improved trajectory in the Wireline business, with free cash flow outlook adjusted to the low-to-mid $16 billion range [15]. - AT&T's free cash flow outlook for 2026 and 2027 was increased by $1 billion, supporting management's focus on capital investments for long-term growth [16].

Core Viewpoint - Dividend stocks are positioned as attractive investment opportunities amid economic recovery, particularly in key industries like logistics, copper mining, and semiconductors [3][11][17]. Group 1: United Parcel Service (UPS) - UPS stock has declined by 28% since the beginning of the year, contrasting with an 8.3% rise in the S&P 500, presenting a buying opportunity [5][6]. - The decline is attributed to year-over-year decreases in revenue and earnings due to higher costs and uncertainties regarding international trade policies [7]. - Management aims for $3.5 billion in cost reductions in 2025 through network reconfiguration and Efficiency Reimagined initiatives, indicating potential for future growth [8]. - UPS has maintained a 76.9% average payout ratio over the past five years, suggesting a commitment to shareholder returns despite current challenges [9]. Group 2: Freeport-McMoRan - Freeport-McMoRan's stock price fell after the Trump administration exempted refined copper imports from tariffs, impacting the company's market position [11][12]. - Despite the recent downturn, management projects $8.5 billion in operating cash flow at a copper price of $4 per pound, and $11 billion at $5 per pound, indicating strong future cash flow potential [13]. - The current market cap of $56 billion implies a price to operating cash flow of 5.9 times, which is considered cheap historically [14]. - The stock offers a 1.5% yield, making it an attractive value proposition regardless of tariff implications [16]. Group 3: Texas Instruments (TI) - TI experienced a sell-off despite reporting a 16% increase in revenue and earnings per share, primarily due to weakness in key markets like automotive and ongoing tariff risks [18]. - The company is well-positioned for steady growth, producing essential components across various sectors, including automation and medical equipment [19]. - TI's vertically integrated manufacturing approach provides greater control over its supply chain compared to fabless competitors [20]. - With a 2.9% dividend yield, TI stands out in the tech sector, especially when compared to other dividend-paying chip stocks [21]. - The current P/E ratio of 35.8 reflects cyclical valuation, but long-term earnings growth potential remains strong, with consensus estimates suggesting a 28.4 P/E ratio by 2026 [22][23].

Core Viewpoint - The article highlights five top dividend stocks that are expected to deliver strong total returns over the next five years, emphasizing their long histories of increasing payouts and above-average returns. Group 1: Brookfield Renewable - Brookfield Renewable is a leading global renewable energy producer with stable cash flows from long-term power purchase agreements (PPAs) [3] - The company anticipates over 10% compound annual growth in per-share funds from operations (FFO) due to growing power demand and strategic acquisitions [4] - Brookfield has delivered at least 5% annual dividend growth for 14 consecutive years, with a current dividend yield exceeding 4% [5] Group 2: Realty Income - Realty Income is one of the largest real estate investment trusts (REITs), owning a diversified portfolio of high-quality properties leased to major companies [6] - The REIT has increased its dividend 131 times since its public listing in 1994, currently yielding over 5.5% [7] - Realty Income has a significant growth runway with over $14 trillion of suitable real estate for net leases across the U.S. and Europe [8] Group 3: Johnson & Johnson - Johnson & Johnson boasts a strong financial profile with a AAA credit rating and generated $20 billion in free cash flow last year [9] - The company has a history of strategic acquisitions, deploying $15 billion over the past year, which supports its dividend growth [10] - Johnson & Johnson has extended its dividend growth streak to 63 years, maintaining its status as a Dividend King [10] Group 4: PepsiCo - PepsiCo has a dividend growth streak of 53 years and currently offers a dividend yield of around 4% [11] - The company is investing in manufacturing capacity and innovation, targeting 4%-6% annual long-term organic growth [11] - Strategic acquisitions are part of PepsiCo's plan to transform its portfolio towards healthier food and beverage options [12] Group 5: Chevron - Chevron has increased its dividend for 38 consecutive years, showcasing the strength of its financial profile [13] - The company expects a significant growth spurt, with completed and upcoming projects adding $12.5 billion to its free cash flow next year [14] - Chevron's acquisition of Hess enhances its production and free cash flow growth outlook into the 2030s, supporting its 4.5% dividend yield [14] Conclusion - High-quality dividend stocks like Brookfield Renewable, Realty Income, Johnson & Johnson, PepsiCo, and Chevron are positioned as ideal long-term holdings due to their attractive and growing dividends, which are expected to deliver strong total returns [15]

The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with aroundJustin is a contributor to the investing group The Dividend Kings where he curates the Dividend Champions list, a monthly publication of companies with a history of consistently increasing their dividends. The Dividend Kings is a group of analysts teachin ...

There are plenty of popular dividend stocks that are not worth owning as long-term investments. Just as there are different reasons for buying a stock, there are manyJoin Now to Access Our Top Picks for August 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities. We invest thousands of hours and over $100,000 annually into researching the most profitable investment opportunities—all to bring you h ...

Microsoft continues to lead big tech in dividend payouts, but Meta Platforms has quietly launched a promising dividend with significant room to grow.Microsoft (MSFT -0.97%) has long been a go‑to for income among tech stocks, while Meta Platforms (META -1.35%) only began paying dividends last year. But Microsoft's long and impressive dividend track record doesn't automatically make it the better dividend stock when comparing the two.On the surface, software giant Microsoft's dividend yield of about 0.6% comf ...

Core Insights - Business Development Companies (BDCs) are facing challenges due to the higher interest rate environment, which has made it difficult for many to thrive [1] - A hybrid investment strategy that combines classic dividend growth stocks with BDCs, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Industry Overview - The current economic climate, characterized by elevated interest rates, is exerting pressure on BDCs, impacting their operational performance and growth potential [1] Investment Strategy - A diversified investment approach that includes high-quality dividend stocks alongside BDCs can provide a robust framework for generating income and long-term growth [1]

Core Viewpoint - The article highlights three top dividend stocks for August, emphasizing their strong dividend yields and potential for total returns. Group 1: Enbridge - Enbridge is described as a "low-risk" and "utility-like" stock, making it attractive in the current market environment [3] - The company operates the world's longest oil and liquids transportation system, with over 18,000 miles of crude oil pipeline and nearly 19,000 miles of natural gas pipeline, generating steady cash flow [4] - Enbridge has become the largest natural gas utility in North America, delivering approximately 9.3 billion cubic feet of natural gas per day to around 7 million customers [5] - The company has increased its dividend for 30 consecutive years, with a forward dividend yield exceeding 6% and projected average annual growth of around 5% through the decade [6] Group 2: Enterprise Products Partners - Enterprise Products Partners LP offers a higher distribution yield of 6.93% and has increased its distribution for 26 consecutive years [8] - The company has maintained a double-digit percentage return on invested capital (ROIC) and solid cash flow for two decades, indicating relatively low risk [9] - Growth prospects are bolstered by the European Union's agreement to increase natural gas purchases from the U.S., utilizing the company's extensive pipeline network of over 50,000 miles [10] - The forward price-to-earnings ratio of approximately 11.2 is lower than many peers and less than half that of the S&P 500, suggesting favorable valuation [10] Group 3: Realty Income - Realty Income is one of the largest real estate investment trusts (REITs), owning 15,627 properties across eight countries, with a diversified portfolio of nearly 1,600 tenants from 91 industries [11] - The REIT has a strong track record, delivering an average annual total return of 13.6% since its NYSE listing in 1994, with positive operational returns each year [12] - Realty Income has increased its monthly dividend for 30 consecutive years, with a forward dividend yield of 5.68% [12] - The growth prospects in Europe are particularly attractive, with an addressable market of $8.5 trillion and limited competition [12]

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Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most rated 5 stars, indicating a strong reputation in the market [1] Group 2 - The article includes a disclosure from the analyst stating a beneficial long position in REXR shares, indicating a personal investment interest [2] - It clarifies that the opinions expressed are those of the author and not influenced by compensation from any company mentioned [2] Group 3 - Seeking Alpha emphasizes that past performance does not guarantee future results, indicating a cautious approach to investment advice [3] - The platform notes that its analysts are third-party authors, which may include both professional and individual investors without formal licensing [3]