Optimism in regards to the robust progress alternatives introduced by the continued synthetic intelligence (AI) growth has been tempered by tariff-related distractions and macroeconomic challenges.
Towards this unsure backdrop, buyers in search of constant earnings can add engaging dividend-paying shares to their portfolios, and learning prime Wall Road analysts can supply helpful insights into choosing the right dividend payers.
Listed below are three dividend-paying shares, highlighted by Wall Road’s prime professionals, as tracked by TipRanks, a platform that ranks analysts based mostly on their previous efficiency
ConocoPhillips
Oil and gasoline 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 through $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 word on the third-quarter replace on RBC Capital’s High 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 stability sheet, and peer-leading distributions,” Hanold mentioned.
The analyst believes that ConocoPhillips is well-positioned to generate aggressive free money movement (FCF) by varied 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 financial and commodity value cycles.
Furthermore, Hanold expects ConocoPhillips’ huge place within the Permian basin to allow better FCF era, whereas offering asset range and improvement flexibility. He famous that the corporate has a low break-even level of beneath $40/bbl (WTI), the place it may possibly fund its manufacturing upkeep capital and dividends. The analyst additionally famous COP’s stable stability sheet, which permits it to boost shareholder worth.
Hanold ranks No. 12 amongst greater than 9,800 analysts tracked by TipRanks. His scores 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 checklist of High 30 World Concepts for 2025. It’s the mum or dad firm of the U.S. Financial institution and affords clients monetary providers by 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 affords 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 beautiful compound annual progress charge (CAGR) in shareholder return generated over the previous 20 years. That progress is especially pushed by the financial institution’s deal with growing 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 inventory buybacks and dividends.
Cassidy additionally cited USB’s robust asset high quality and underwriting abilities. The long-time analyst believes that “following basic underperformance during the last 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 mentioned.
Cassidy ranks No. 24 amongst greater than 9,800 analysts tracked by TipRanks. His scores 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 expertise 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 yr 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 attain 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 international locations reminiscent of Vietnam, Thailand, and Indonesia, together with some deliberate in Mexico. The analyst added that HP is trying to shut the hole with rivals by adopting a multi-site method to manufacturing and optimizing its provide chain.
HP expects the “tariff setting to stay fluid,” however administration believes the corporate is now higher geared up to face tariff-related challenges, Daryanani mentioned.
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 mentioned. The plan contains varied initiatives, together with inside synthetic intelligence instruments that would drive productiveness and efficiencies.
Daryanani ranks No. 174 amongst greater than 9,800 analysts tracked by TipRanks. His scores have been worthwhile 64% of the time, delivering a median return of 15.3%. See HP Possession Construction on TipRanks.
