Dividend shares ensure stable income to investors and increase the overall portfolio returns.
However, choosing the right dividend shares from the extensive universe of companies listed on the stock exchange can be difficult. To this end, the recommendations of the best analysts from Wall Street may help investors make the right decision, because these experts choose shares of companies that can provide strong finances to support consistent dividend payments.
Here are three dividend paymentsemphasized by The best advantages of Wall Street As Tipranks followed, a platform that occupies analysts based on their previous results.
McDonald's
Fast food chain McDonald's (MCD) recently reported Earnings in the fourth quarter As market expectations. However, the company's revenues delayed street estimates because sales in American restaurants were affected by the explosion of E. coli At the end of October. After saying, MCD shares increased on the day of earnings due to the strong international sales and expectations regarding the improvement of the company's results in 2025, supported by strategic efforts.
At the beginning of this month, McDonald's announced cash dividend Calculating USD 1.77 per share, paid on March 17. With an annual dividend per share of 7.08 USD, MCD shares offer a dividend profitability of 2.3%. It is worth noting that McDonald's is a dividend of aristocrat and has increased dividends for 48 consecutive quarters.
After the results of Q4, Jefferies Analyst Andy Barish He repeated the assessment of the purchase of MCD shares and raised the target price to USD 349 from USD 345. While the decline in sales in the same store from 2024 was largely expected, the analyst believes that the modestly positive move and further momentum in Q1 2025 seem beneficial.
In addition, Barish believes that the recent traffic trends indicate that sending McDonald's Value messages is gaining traction, and the launch of the McValue menu has a speed service with other growth drivers, such as digital sales, delivery, delivery and basic menu initiatives. The analyst still expects sales in the same store in the USA by 2.3% and 2.6%, respectively.
Noting the improvement in traffic trends on the domestic market and solid sales trends in the same store on international markets, Barish believes that MCD is “best to exceed peers in '25+ thanks to the attractive proposal of values from a scaled, global brand.”
Barish covers 566 No. 566 among over 9,300 analysts followed by Tipranks. His assessments were profitable in 57% of cases, ensuring an average return of 10.4%. See McDonald's Stock Charts on Tipanks.
Ares Capital
We go to the second selection of dividend this week, Ares Capital (Arcc). It is a business development company that offers financial solutions to medium market entities. At the beginning of this month, Ares Capital announced his own Q4 2024 results And he declared a dividend of 48 cents per action in the first quarter, paid on March 31. Ares shares offer a dividend of 8.2%.
In response to Q4, RBC Capital Analyst Kenneth Lee He confirmed the assessment of the purchase of ARCC shares and slightly increased the target price to USD 24 with USD 23. The analyst stated that the company's Q4 results were somewhat mixed in relation to his expectations. While the net value of PLN USD 19.89 was modestly above the RBC respect of $ 19.87, the basic profit per share of 55 cents slightly did not meet the RBC forecast at 58 cents per share.
On the other hand, Lee noticed that the portfolio was slightly better than expectations. Meanwhile, the lever for 1.03x was lower than expectations, partly due to capital capital collected in this quarter. The analyst emphasized that ARCC's credit results remained solid among the current economic background. In particular, Lee noticed that the underanemia rate increased to 1.7% (cushioned cost base) from 1.3% in Q3 2024, but was still lower than the average rate of 2.8%, which the company witnessed the company from the company since the great crisis financial.
Lee has revised his EPS Core 2025 estimates to USD 2.13, and the basic EPS 2026 EPS to USD 2.14 from USD 2.14 to reflect the assumptions regarding the decrease in the profitability of assets, partially compensated revision of debt costs.
In general, Lee is stubborn in ARCC because he favors the “strong achievements of the company related to risk management in the cycle, well -supported dividends and scaling.”
Lee takes 15th place among over 9,300 analysts followed by Tipranks. His assessments were effective in 74% of cases, ensuring an average return of 19.1%. See Ownership structure Ares Capital on Tipanks.
Energy transfer
Let's look at Energy transfer (ET; Fourth quarter results and corrected earnings against interest, tax, depreciation and depreciation of loss of expectations. Nevertheless, it plans to spend $ 5 billion on growth projects this year, including performance expansion. The increase in Capex results from the growing demand for power to support data centers.
Meanwhile, Energy Transfer announced a quarterly cash distribution of USD 0.3250 per common unit in the fourth quarter of 2024, which reflects the increase of 3.2% year -on -year. The ET supply offers a capacity of 6.7%.
Responding to the results of Q4, Mizuho Analyst Gabriel Moreen He repeated the assessment of the purchase of ET shares with the price of USD 24. The analyst stated that he was not too concerned about the Miss Fy25 guidelines, because he believes that the main story is the significant guidelines of Capex in the amount of around $ 5 billion this year.
Moreen noticed that Outlook Capex is far above the company's expectations from $ 2.5 billion to $ 3.5 billion and seems to be increased. Nevertheless, the analyst is constructive in the scope of this Capex guidelines, taking into account that most of the planned expenses will be directed to projects in which energy transfer has extensive experience, such as the Hugh Brinson pipeline, NGL export, transport and warehouse, as well as the development of the company's company assembly and processing.
While the EBITDA guidelines from 2025 considered expectations, Moreen claims that ET has a strong record when it comes to optimization, which can translate into some earnings. In general, the analyst is an optimist about the future of energy transfer and expects his solid Capex to translate into a strong increase in earnings outside 2026.
Moreen Ranks No. 62 among over 9,300 analysts followed by Tipranks. His grades were profitable in 78% of cases, which ensures an average return of 16.4%. See Energy transfer commercial activities on Tipanks.