Top Wall Street analysts recommend these dividend stocks for consistent income

In a time of geopolitical tensions and macro uncertainty, dividend-paying stocks can offer investors stable portfolio income.

In this regard, recommendations from top Wall Street analysts can help investors choose attractive company shares that provide solid cash flow to support ongoing dividend payments.

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.

We start this week 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. With a base dividend of 15 cents per share (annual dividend of 60 cents per share), PR stock offers a dividend yield of 4.3%.

In a recent research report, Siebert Williams analyst Gabriele Sorbara reiterated a buy rating on Permian Resources shares. price estimate $19“Extending the track record of operational execution with a focus on 4Q25 where the midpoint of implied oil production guidance is ~187.4 Mbbls/d with near-term capex of $484.6 million.” TipRanks’ AI Analyst also has an “outperform” rating on PR stock with a $16 price target.

Sorbara said Permian remains committed to its plan to reward shareholders by distributing quarterly dividends of 15 cents per share and through opportunistic share buybacks. Remarkably, the company has a $1 billion buyback authority without an end date. The five-star analyst expects Permian to increase its dividend next year and beyond.

Meanwhile, Sorbara expects the company to announce its 2026 outlook in February after completing a plan tailored to the commodity price and cost-of-service environment. The analyst expects the Permian to benefit from several positives in 2026, including lower drilling costs, an increased production base in the second half of last year, stable operational strength and better pricing from recent agreements. Sorbara expects these headwinds to increase manufacturing efficiency, capital expenditures and free cash flow.

Additionally, Sorbara targeted Permian’s long-term net debt/EBITDA (earnings before interest, taxes, depreciation and amortization) target at 0.5x-1.0x, noting its efforts to further strengthen its balance sheet. Additionally, $500 million to $1 billion in cash on hand gives the company the flexibility to exercise capital allocation options such as acquisitions, buybacks and debt reduction, even at West Texas Intermediate crude oil prices in the $35 to $40 per barrel range.

Sorbara is ranked #522 out of more than 10,400 analysts followed by TipRanks. It did well in the ratings 52% of the time and delivered an average return of 15.4%. See Permian Resource Ownership Structure on TipRanks.

tech giant IBM’s (IBM’s) is this week’s second dividend pick. The company is back $1.6 billion dividend With a quarterly dividend of $1.68 per share (annual dividend of $6.72 per share), IBM offers a yield of 2.2%.

Recently, Jefferies analyst Brent Thill upgraded IBM shares to buy from hold and price target $360 Prices start at $300, citing “a clearer path to software acceleration, improvement of key features, and valuation that does not yet fully reflect the software premium.” TipRanks’ AI Analyst has an “outperform” rating on IBM stock with a $354 price target.

The five-star analyst noted management’s more positive outlook on key growth areas as technology transformation and rapid AI adoption drive broad-based demand. Improved regulatory and tax policies, solid organic software growth, synergies from recent mergers and acquisitions, and significant gains in productive AI consulting also support management’s optimism, Thill said.

In particular, synergies HashiCorp acquisition and pending Confluent (CFLT) agreement It is expected to accelerate software growth in 2026, compared to software growth of just under 10% in 2025. Thill also expects IBM to deliver steadily improving margins (it forecasts pre-tax margin to be 21% in 2027 compared to 19% in 2025) thanks to its growing software mix and operational discipline.

With IBM trading at a 2027 P/E multiple of 26x, compared to its large-cap software peer average of 35x, Thill finds the stock’s valuation attractive and suggests it’s still bullish as the prospect of software reacceleration isn’t priced in.

Thill is ranked #539 out of more than 10,400 analysts followed by TipRanks. It did well in the ratings 61% of the time and delivered an average return of 11%. See IBM Statistics on TipRanks.

Kinetic Holding

Kinetic Holding (KNTK) is a midstream energy company focused on the Delaware Basin in the Permian. With a quarterly cash dividend of 78 cents per share ($3.12 annual dividend per share), KNTK shares offer a yield of 8.5%.

On Jan. 5, Raymond James analyst Justin Jenkins upgraded Kinetics shares to buy from hold. price target $46. In contrast, TipRanks’ AI Analyst has a “neutral” rating with a price target of $34.

“The stock is down ~38% TTM, and the magnitude of this reset is a key component of our thesis as investor focus shifts towards 2026-27, where operational visibility increases and valuation continues to reflect meaningful skepticism,” Jenkins said.

Jenkins believes KNTK’s risk reward becomes more attractive as the earnings outlook from 2026 to 2027 becomes clearer. Improved earnings prospects are supported by more meaningful full-year contributions from the Kings Landing project and better system connectivity as the ECCC line moves towards becoming operational in Q2 2026.

The analyst’s optimism is also supported by the acid-gas injection project planned for late 2026, which will provide access to more sour gas and ease usage restrictions in the Delaware system. Jenkins also expects several macro and operational factors impacting 2025 performance to improve by mid-2026, including Waha price conditions and additional volumes tied to the Permian dry gas expansion.

Trading at around 8x 2027 EV/EBITDA at the lower end of the average peer group valuation range of 8x to 12x, Jenkins sees KNTK shares as attractive as the balance sheet strengthens following the divestiture of equity stakes in EPIC Crude Holdings, LP. Interestingly, Jenkins sees the possibility of KNTK being an acquisition target for midstream companies looking to consolidate more Permian NGL (natural gas liquid) volumes.

Jenkins is ranked #63 out of more than 10,400 analysts followed by TipRanks. Their ratings were profitable 74% of the time, with an average return of 17.1%. See Kinetik Holdings Financials on TipRanks.