Top Wall Street analysts are bullish on these 3 dividend-paying energy stocks

The rise in oil prices due to the disruption caused by the US-Iran conflict shook global stock markets. But this bodes well for oil companies, including attractive names that pay regular dividends.

Advice from top Wall Street analysts can be very useful in this context; because the selection of these experts is supported by in-depth analysis of a company’s financials and growth opportunities.

Here are three dividend-paying stocks highlighted by Wall Street’s top pros, tracked by TipRanks, a platform that ranks analysts based on their past performance.

oil producer Chord Energy (CHRD) is at the top of this week’s dividend list. The company returns in the fourth quarter of 2025 approximately 50% of adjusted free cash flow to shareholders through a base dividend of $1.30 per share and a share buyback of $10 million. With an annual dividend rate of $5.20 per share, CHRD stock offers a dividend yield of 4.2%.

In a recent report on North American oil and gas companies, UBS analyst Josh Silverstein reiterated a buy rating on Chord Energy shares and boosted the stock price. price target $142 Drawing attention to the increase in energy prices due to intense geopolitical risks, attention was drawn to prices starting from 119 dollars. TipRanks’ AI Analyst has an “outperform” rating on CHRD stock with a $134 price target.

Silverstein added that the revised price target reflects an increase in the multiple from 3.25 times to 3.50 times, reflecting higher oil prices in the near term. The analyst highlighted that the upgraded multiples indicate a modest premium over CHRD’s five-year average multiple of 3.0x; He believes this is justified, given the company’s stock growth and improved capital efficiency compared to historical averages.

Chord Energy has a strong position in the Williston Basin. The five-star analyst emphasized that the company is among the biggest beneficiaries of rising crude oil prices due to increased production costs in the Williston region.

In addition, Silverstein expects Chord to accelerate its initiative to return leverage to below 0.5x, supported by increased cash flow in the near term due to rising oil prices. This will help the company “rapidly leverage returns on capital beyond 50% of its Adjusted FCF.” [adjusted free cash flow] “This raises our forecast for the company’s 2026 buybacks.”

Silverstein is ranked #419 out of more than 12,100 analysts tracked by TipRanks. It did well in the ratings 66% of the time and delivered an average return of 11.9%. See Akor Energy Stock Buybacks on TipRanks.

Permian Resources (public relations) is an independent oil and natural gas company with assets in the Permian Basin and concentrated in the central Delaware Basin. company recently announced Quarterly base dividend of 16 cents per share, payable on March 31. PR shares offer a dividend yield of approximately 3.2%.

Recently, RBC Capital analyst Scott Hanold reiterated a buy rating on Permian shares and boosted the stock price. price target $20 Prices start from $18. Interestingly, TipRanks’ AI Analyst also thinks PR shares are bullish and set a price target of $20.50.

Hanold noted the consistent strength in Permian Resources’ operational and financial results. He said he thought the 2026 setup was better than expected. The analyst expects Permian Resources to move toward the upper half of the 186 to 192 Mb/d oil production range (up 4% YoY) and remain in the midpoint of the $1.75 billion to $1.95 billion capex outlook (down 6% YoY).

“Similarly good targeting and productive performance, along with longer sidelines, should make this one of PR’s most capital-efficient years,” Hanold said.

The five-star analyst also emphasized that Permian Resources continues to focus on commercializing natural gas, which has significantly reduced the company’s exposure to lower WAHA gas prices. Hanold also noted the company’s balance sheet flexibility, which allows it to make opportunistic share buybacks and pursue acquisitions.

Hanold is ranked #19 out of more than 12,100 analysts tracked by TipRanks. It did well in the ratings 73% of the time and delivered an average return of 27.5%. See Permian Resource Statistics on TipRanks.

EOG Resources (EOG) is an oil and gas exploration and production company. It generated $4.7 billion in revenue free cash flow It delivered a 100% return to shareholders through regular dividends and $2.5 billion in share buybacks in 2025. EOG recently announced that it will distribute a dividend of $1.02 per share, which will be paid on April 30. EOG shares offer a 3.1% dividend yield.

Following his meeting with management, Jefferies analyst Lloyd Byrne reiterated his buy rating on EOG Resources shares. price target $146. TipRanks’ AI Analyst has an “outperform” rating on EOG stock with a $142 price target.

The analyst noted that EOG shares are the best-performing large-cap oil company in the wake of the Middle East conflict. Byrne attributed the stock’s outperformance to a combination of positioning and insights from management’s recent conference call, which highlighted production stability and 10-plus years of capital efficiency opportunities in Delaware.

Byrne was also encouraged by management’s statement that the increase in shallower zone allocation was due to the implementation of high-density completions, which improved good results and helped expand the Williston Middle inventory, which the company first highlighted in 2023.

The top-rated analyst added that recent changes to the company’s drilling schedule and completion rate will have good productivity benefits when implemented broadly. Byrne noted that well productivity in New Mexico’s shallow zone has increased significantly, particularly at First Bone Spring/Avalon, which now competes with prime zones such as Third Bone Spring and Upper Wolfcamp. Among the key takeaways from his meeting with management, Bryne noted that EOG’s cost disclosures confirmed strong returns, with Utica wells standing out at $600 per foot.

Byrne is ranked #157 out of more than 12,100 analysts tracked by TipRanks. It did well in the ratings 63% of the time and delivered an average return of 21.5%. See EOG Resources Financials on TipRanks.