Updated
Updated · Morningstar · Jul 29
Morningstar Picks 3 Dividend Stocks Yielding 4%+ for Passive Income
Updated
Updated · Morningstar · Jul 29

Morningstar Picks 3 Dividend Stocks Yielding 4%+ for Passive Income

1 articles · Updated · Morningstar · Jul 29

Summary

  • Morningstar named Clorox, PepsiCo and Realty Income its top high-dividend stocks for dependable passive income, targeting investors such as retirees who prioritize steady payouts over headline yield.
  • The screen required yields of at least 4%, 4- or 5-star undervaluation ratings and Exemplary capital allocation, reflecting Morningstar’s focus on dividend security, price stability and upside potential.
  • Clorox offered the highest stated yield at 5.19% and traded 38% below Morningstar’s $155 fair value estimate, while PepsiCo yielded 4.33% and sat 19% below its $169 fair value.
  • Realty Income yielded 4.96%, paid dividends monthly and traded 9% below Morningstar’s $72 fair value estimate; as a REIT, it must distribute 90% of income to shareholders.
  • Morningstar warned that the market’s highest yields can be misleading because they often come with weaker dividend reliability and greater share-price volatility, and said dividend ETFs can provide a simpler diversified alternative.

Insights

Could hidden cyber vulnerabilities and legal probes turn these deeply discounted dividend aristocrats into yield traps for unsuspecting retirees?
Beyond the attractive yields, what hidden supply-chain risks are these consumer giants masking behind their decades-long payout histories?
With aggressive price cuts and ongoing investigations, are these legacy brands sacrificing long-term growth just to maintain their dividend status?