Optimism in regards to the robust progress alternatives offered by the continued synthetic intelligence (AI) increase has been tempered by tariff-related distractions and macroeconomic challenges.
Towards this unsure backdrop, traders in search of constant earnings can add engaging dividend-paying shares to their portfolios, and finding out prime Wall Road analysts can provide helpful insights into choosing the right dividend payers.
Listed below are three dividend-paying shares, highlighted by Wall Road’s prime execs, as tracked by TipRanks, a platform that ranks analysts based mostly on their previous efficiency
ConocoPhillips
Oil and fuel exploration and manufacturing firm ConocoPhillips (COP) is that this week’s first dividend decide. The corporate distributed $2.5 billion to shareholders within the first quarter of 2025 by way of $1.5 billion of share repurchases and $1.0 billion in dividends. At a quarterly dividend of $0.78 per share (annualized dividend of $3.12), COP pays a dividend yield of three.3%.
In a analysis observe on the third-quarter replace on RBC Capital’s Prime 30 World Concepts for 2025, analyst Scott Hanold reiterated a purchase ranking on ConocoPhillips with a value goal forecast of $115. The analyst expects COP to outperform its large-cap exploration and manufacturing friends.
“COP has a returns-focused worth proposition, a powerful steadiness sheet, and peer-leading distributions,” Hanold stated.
The analyst believes that ConocoPhillips is well-positioned to generate aggressive free money movement (FCF) by means of numerous commodity value cycles. Hanold highlighted that the corporate has a worldwide and diversified asset base, which supplies it spending flexibility to ship industry-leading shareholder returns by means of financial and commodity value cycles.
Furthermore, Hanold expects ConocoPhillips’ huge place within the Permian basin to allow higher FCF technology, whereas offering asset range and growth flexibility. He famous that the corporate has a low break-even level of under $40/bbl (WTI), the place it will probably fund its manufacturing upkeep capital and dividends. The analyst additionally famous COP’s stable steadiness sheet, which permits it to reinforce shareholder worth.
Hanold ranks No. 12 amongst greater than 9,800 analysts tracked by TipRanks. His rankings have been profitable 71% of the time, delivering a median return of 31.2%. See ConocoPhillips Insider Buying and selling Exercise on TipRanks.
U.S. Bancorp
U.S. Bancorp (USB) is one other inventory that is part of RBC Capital’s listing of Prime 30 World Concepts for 2025. It’s the dad or mum firm of the U.S. Financial institution and provides clients monetary companies by means of a diversified combine of companies, together with client banking, industrial banking and wealth administration, amongst others.
With a quarterly dividend of $0.50 per share (annualized dividend of $2 per share), USB provides a dividend yield of 4.2%.
RBC analyst Gerard Cassidy reaffirmed a purchase ranking on USB inventory with a 12-month value goal of $50. He highlighted a number of positives supporting his bullish stance, together with the financial institution’s new management. Cassidy famous that Gunjan Kedia, who succeeded Andy Cecere because the CEO of U.S. Bancorp in April 2025, has reiterated the corporate’s monetary targets, together with a goal of delivering greater than 200 foundation factors of working leverage. USB reported 270 foundation factors of working leverage within the first quarter of 2025.
Cassidy additionally highlighted that USB has constantly been one of many best-performing banks within the U.S., as mirrored in a horny compound annual progress price (CAGR) in shareholder return generated over the previous 20 years. That progress is especially pushed by the financial institution’s concentrate on rising its tangible ebook worth and dividends per share. Notably, U.S. Bancorp has constantly returned as a lot as 80% of its earnings yearly by means of inventory buybacks and dividends.
Cassidy additionally cited USB’s robust asset high quality and underwriting expertise. The long-time analyst believes that “following basic underperformance over the past two years, USB is at an inflection level in 2025 the place headwinds have gotten tailwinds.” The development is pushed by the investments made by the financial institution over the previous decade, that are anticipated to gas income progress forward of expense progress in years to return, Cassidy stated.
Cassidy ranks No. 24 amongst greater than 9,800 analysts tracked by TipRanks. His rankings have been worthwhile 72% of the time, delivering a median return of 21%. See U.S. Bancorp Statistics on TipRanks.
HP Inc.
Lastly, dividend-paying know-how firm HP (HPQ) declared a quarterly dividend of $0.2894 per share final month, payable on October 1, the fourth dividend within the firm’s fiscal 12 months 2025. At an annualized dividend of $1.1576 per share, HPQ yields of 4.5%.
Regardless of tariffs and different ongoing challenges, Evercore analyst Amit Daryanani reiterated a purchase ranking on HPQ inventory with a value goal of $29. Following an investor webinar with HP’s chief enterprise officer Ernest Nicolas, the analyst highlighted key takeaways supporting his bullish stance.
Daryanani famous that HP is efficiently diversifying and is on observe to realize its goal of producing 90% of all U.S.-bound merchandise exterior China. A lot of the manufacturing will stay in Asia and happen in nations equivalent to Vietnam, Thailand, and Indonesia, together with some deliberate in Mexico. The analyst added that HP is making an attempt to shut the hole with rivals by adopting a multi-site method to manufacturing and optimizing its provide chain.
HP expects the “tariff atmosphere to stay fluid,” however administration believes the corporate is now higher geared up to face tariff-related challenges, Daryanani stated.
HP additionally stays centered on producing $2 billion in gross annual run-rate financial savings from its Future Prepared value financial savings plan, the analyst stated. The plan contains numerous initiatives, together with inner synthetic intelligence instruments that might drive productiveness and efficiencies.
Daryanani ranks No. 174 amongst greater than 9,800 analysts tracked by TipRanks. His rankings have been worthwhile 64% of the time, delivering a median return of 15.3%. See HP Possession Construction on TipRanks.
