The Chevron emblem is seen at a gasoline station on July 18, 2025 in Austin, Texas.
Brandon Bell | Getty Pictures
The Trump administration’s fluctuating commerce insurance policies add uncertainty into the economic system, however traders looking for secure earnings can take a look at dividend shares to bolster their portfolios.
To this finish, the suggestions of high Wall Road analysts might help traders decide the dividend shares that help constant funds.
Listed below are three dividend-paying shares, highlighted by Wall Road’s high execs, as tracked by TipRanks, a platform that ranks analysts primarily based on their previous efficiency
Chevron
The primary dividend-paying firm on this week’s checklist is vitality large Chevron (CVX). The corporate not too long ago delivered market-beating earnings for the second quarter. Nevertheless, earnings declined in comparison with the prior-year quarter resulting from decrease oil costs. In the meantime, Chevron expects the not too long ago accomplished Hess deal to start contributing to its earnings within the fourth quarter of this 12 months.
In Q2, Chevron returned $5.5 billion of money to shareholders by way of share repurchases of $2.6 billion and dividends of $2.9 billion. CVX inventory presents a dividend yield of 4.4%.
Following the Q2 print, Morgan Stanley analyst Devin McDermott resumed protection of Chevron inventory with a purchase score and a worth goal of $174. TipRanks’ AI Analyst additionally has an “outperform” score on CVX inventory with a worth goal of $171.
McDermott highlighted Chevron’s Q2 earnings beat. The analyst stated that the latest closing of the Hess acquisition removes a significant overhang and strengthens CVX’s enterprise. The Hess deal is anticipated to reinforce Chevron’s development and portfolio period.
Moreover, the 5-star analyst famous that whereas Chevron has lagged peer Exxon Mobil (XOM) in recent times, the Hess deal, together with the Tengizchevroil (TCO) mission and cost-cutting measures, is anticipated to shut the hole on development, a minimum of over the following 2 to three years. “With a ~$12.5B money circulation inflection underway, CVX’s 2026 FCF [free cash flow] yield of 8% compares to XOM at 6% and COP at 7%,” stated McDermott.Â
McDermott ranks No. 406 amongst greater than 9,900 analysts tracked by TipRanks. His rankings have been worthwhile 59% of the time, delivering a median return of 11.6%. See Chevron Statistics on TipRanks.
Rithm Capital
We transfer to Rithm Capital (RITM), an asset supervisor with vital expertise in managing credit score and actual property belongings. The corporate not too long ago introduced better-than-expected second-quarter outcomes. Rithm Capital paid a dividend of 25 cents per share for the second quarter of 2025. At an annualized dividend of $1 per share, RITM inventory presents a dividend yield of 8.2%.
Reacting to the Q2 efficiency, RBC Capital analyst Kenneth Lee raised his worth forecast on Rithm Capital inventory to $14 from $13 whereas reaffirming a purchase score. Compared, TipRanks’ AI Analyst has a “impartial” score on RITM inventory.
The highest-rated analyst famous that Rithm Capital reported Q2 2025 earnings out there for distribution (EAD) of 54 cents per share, surpassing RBC and the Road’s consensus estimate of 52 cents. Given the sturdy outcomes, Lee raised his EAD per share estimate for 2025 to $2.24 from $2.21. He additionally raised his 2026 EAD per share estimate to $2.30 from $2.27.
“We favor RITM because it pivots in direction of being another funding supervisor, with a fee-based, capital-light enterprise mannequin, over time,” stated Lee.
Based mostly on administration’s feedback, Lee famous that Rithm won’t spin off or checklist its Newrez enterprise and would relatively give attention to rising the earnings stream inside the enterprise. He views RITM’s renewed give attention to development and ROE (return on fairness) enhancement positively. Lee additionally highlighted that Rithm Capital is seeing notable price advantages by way of the implementation of initiatives associated to synthetic intelligence.
Lee ranks No. 22 amongst greater than 9,900 analysts tracked by TipRanks. His rankings have been profitable 74% of the time, delivering a median return of 18.7%. See Rithm Capital Hedge Fund Exercise on TipRanks.
AT&T
Lastly, let us take a look at telecom large AT&T (T). The corporate delivered better-than-anticipated second-quarter earnings, topping market expectations for wi-fi postpaid subscriber additions. AT&T presents a quarterly dividend of $0.2775 per share. At an annualized dividend of $1.11 per share, AT&T’s dividend yield stands at about 4%.
In response to the Q2 outcomes, RBC Capital analyst Jonathan Atkin reiterated a purchase score on AT&T inventory with a worth goal of $31. Compared, TipRanks’ AI Analyst has a “impartial” score with a worth goal of $30.
Atkin defined that AT&T’s Q2 income beat was pushed by higher-than-expected Wi-fi tools revenues. Moreover, adjusted EBITDA (earnings earlier than curiosity, tax, depreciation, and amortization) exceeded expectations, because of the power within the firm’s Wireline enterprise, which offset softer Wi-fi earnings.
The analyst famous that AT&T’s revised 2025 steering displays money tax advantages, the improved trajectory of the Wireline enterprise, and a extra aggressive Wi-fi backdrop. Atkin added that the corporate’s free money circulation outlook was revised to the low-to-mid $16 billion vary in comparison with the earlier steering of greater than $16 billion, which suggests that a lot of the money tax profit will likely be reinvested into fiber capex and pension funding.
The 5-star analyst said that whereas estimates for income, EBITDA, and EPS for 2026 and 2027 stay unchanged, AT&T’s free money circulation outlook was elevated by $1 billion for each years to replicate money tax advantages, web of incremental investments. Atkin said that he helps administration’s resolution to prioritize capital investments which are anticipated to drive long-term development, and “spotlight the corporate’s traction in switching off legacy networks.”
Atkin ranks No. 234 amongst greater than 9,900 analysts tracked by TipRanks. His rankings have been profitable 67% of the time, delivering a median return of 11.3%. See AT&T Insider Buying and selling Exercise on TipRanks.