Treasury Yields Sort Dividend Winners and Losers

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โดย Yahoo Finance·US·Read original
Summary · why it matters

The 30-year Treasury yield at 5.31% is reshaping which dividend stocks win or lose, with MetLife up 25.2% year to date while Realty Income has fallen 4.88% over the past month. MetLife's net investment income rose 10% to $5.36 billion in Q1 2026, and its dividend has been raised twice this year to $0.5925 per quarter. Ares Capital benefits from floating-rate loans with 71% of its portfolio yielding a weighted-average 10.3%, though non-accruals climbed to 2.4% at amortized cost. Realty Income's forward dividend of $3.252 yields roughly 5%, no longer meaningfully above the Treasury, while Vornado Realty carries 8.0x net debt to EBITDAre with two loans in default. Verizon's $136.5 billion in unsecured debt and rising refinancing costs chip at free cash flow despite a 25.2% year-to-date share gain.

Impact on stocks 6

Real Estate▲ · 2 stocks
Aging Population▲ · 1 stocks
MetLife Inc
MET
▲ PositiveCapitalrelevance

Net investment income up 10% and dividend raised twice

Financials▲ · 1 stocks
Cloud & Digital Infrastructure▼ · 1 stocks
Others▼ · 1 stocks
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