Three dividend stocks the top analysts like now

Energy Transfer, Permian Resources and Sempra, and the case each top-ranked analyst makes for owning them.

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Sep 13, 2026

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Three dividend stocks the top analysts like now

Energy Transfer, Permian Resources and Sempra, and the case each top-ranked analyst makes for owning them.

In brief

Energy Transfer, Permian Resources and Sempra, and the case each top-ranked analyst makes for owning them. Yield alone is not the reason to buy. Each of these three has an analyst pointing to a specific cash-flow engine behind the payout. Originally reported by CNBC.

Income plus upside

Dividend payers give you a steady cheque while you wait for the share price to move. In a choppy market, that income is the part you can count on.

Why analyst picks matter

TipRanks ranks Wall Street analysts by how their past calls actually performed. These three names come from pros with track records you can check.

Energy Transfer pays 6.3%

The midstream operator runs about 140,000 miles of pipeline across 44 states. It paid 34 cents per unit for Q2 2026, or $1.36 annualised.

A raised guidance, a raised target

JPMorgan's Jeremy Tonet kept his buy and nudged his target to $25 after a Q2 beat. Energy Transfer lifted 2026 EBITDA guidance to $18.8B-$19.1B and tightened capex.

“All in, we see ET well positioned to continue capitalizing on organic growth opportunities across the value chain.”

Pipelines coming online

Hugh Brinson Phase 1 hit full capacity of 1.5 bcfd by September 1, with Phase II's 0.7 bcfd due by Q1 2027. Talks are closing on 250 mmcfd for Oklahoma power plants.

Permian Resources buys its future

The oil and gas producer yields about 2.7% on a $0.64 annualised dividend. Goldman's Neil Mehta raised his target to $27 from $22 on better production and efficiency.

“We see the continued success of PR's ground game as constructive toward future inventory replenishment.”

The ground game math

Permian has closed roughly $1.05 billion in bolt-on deals this year. Mehta expects free cash flow per share to compound at 20% a year through 2028.

Sempra, cheap for a reason

Sempra, cheap for a reason

The utility yields about 3.1% and trades 14% below electric peers on worries about Texas transmission spending and a failed California bill. Jefferies upgraded it to Buy anyway.

“We are early on the upgrade but see limited downside at current levels as the market is pricing in little transmission upside.”

The takeaway

Yield alone is not the reason to buy. Each of these three has an analyst pointing to a specific cash-flow engine behind the payout.

Read the original on CNBC

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