High-yield dividend large caps
Query: US large-cap stocks with dividend yield above 2.5%, 5-year dividend growth positive and payout ratio below 70%, ranked by yield · data as of 2026-10-16
Built a 38-name large-cap dividend screen (market cap ≥$10B, yield >2.5%, positive 5Y dividend CAGR, EPS payout <70%), ranked by yield, with market cap, yield, 5Y dividend growth, payout (EPS and FCF coverage), FCF yield, P/E, forward P/E, EPS, revenue growth, D/E, 1M/6M/1Y returns, % from 52W high, % above 150D SMA, up-years count and trend, plus row-level sustainability commentary and a takeaway narrative.
37 large caps ($10B+) clear all three dividend tests: yield above 2.5%, a positive 5-year dividend growth rate and an EPS-based payout ratio under 70%. Sorted by yield, the list is led by UK/European banks (NatWest, BBVA, ING, Lloyds, HSBC, Barclays) whose payouts have been rebuilt aggressively from thin post-2021 bases, plus gold miners (AngloGold, Gold Fields) and Colombian oil (Ecopetrol) where dividends are swinging wildly with commodity prices. The more durable growers sit lower on the list: Verizon, Comcast, Philip Morris-style staples-like names such as PepsiCo (which has a 2026 cut in its record) and Bristol-Myers, plus utilities EIX/EXC/NI/AWK that carry higher payout ratios but regulated cash flows. Watch payout-of-FCF coverage: NatWest, BBVA and ING ADR payouts are cross-border dividend translations rather than guidance-driven US payouts, and AngloGold/Gold Fields/Ecopetrol yields are commodity-cycle, not compounding yields.
Dividend Screen: Yield > 2.5%, Positive 5Y Dividend Growth, Payout < 70%
| Symbol | Name | Sector | Industry | Market Cap | Dividend Yield | 5Y Div Growth (CAGR) | Payout Ratio (EPS) | Payout of FCF | FCF Yield | P/E (TTM) | Forward P/E | EPS (TTM) | Revenue Growth YoY | Debt/Equity | 1M Return | 6M Return | 1Y Return | % from 52W High | % above 150D SMA | Up Yrs (last 4) | Trend | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NWG | NatWest Group plc | Financials | Banks - Regional | 7.401e+10 | 5.38% | 39.28% | 46.69% | — | — | 8.67 | 8.08 | 2.02 | 3.14% | — | -7.55% | 4.50% | 29.06% | -9.84% | 4.20% | — | Uptrend | UK bank with the fattest yield on the list; the payout is only recently rebuilt off a near-zero post-2021 base, so the 5Y growth rate flatters what is really a capital-return reset (buybacks plus ordinary dividend). Sustainability hinges on UK rate cuts compressing net interest margin; ADR holders also absorb GBP translation of the dividend. |
| EIX | Edison International | Utilities | Utilities - Regulated Electric | 2.152e+10 | 4.71% | 5.49% | 27.17% | — | — | 5.77 | 8.59 | 11.55 | 9.76% | 2.5 | 2.43% | -18.69% | 4.12% | -30.42% | -16.44% | 4 | Downtrend | Regulated electric with a payout ratio near the bottom of the group, helped by a low multiple after a wildfire-liability scare drove the stock to a deep discount. Dividend safety rests on the California regulatory compact and wildfire cost recovery rather than on earnings power — a binary policy risk, not a growth risk. |
| VZ | Verizon Communications Inc. | Communication Services | Telecom Services | 1.861e+11 | 4.70% | 2.20% | 54.83% | — | — | 11.66 | 8.48 | 4.06 | 2.52% | — | -5.89% | -0.62% | 18.30% | -12.94% | -2.37% | 4 | No trend | The setup here is defensive cash flow, not growth: earnings barely move, the payout sits near the low end of its own history, and the balance sheet carries heavy leverage that rating agencies watch closely. Any fiber/wireless capex peak would be the catalyst for a better-covered dividend. |
| BSAC | Banco Santander - Chile | Financials | Banks - Regional | 1.538e+10 | 4.65% | 10.35% | 58.24% | — | — | 12.53 | 10.74 | 5.421 | — | — | -4.64% | -4.84% | 26.06% | -12.71% | -0.45% | — | No trend | Chilean bank where the yield is high relative to Chile's rate cycle and the dividend is a big-profit-payout convention rather than a managed US-style policy. Returns track Chilean macro and copper; the payout ratio looks comfortable now but lags the earnings cycle. |
| CMCSA | Comcast Corporation | Communication Services | Telecom Services | 7.772e+10 | 4.52% | 7.52% | 31.74% | 15.95% | 28.34% | 7.02 | 6.05 | 5.39 | -0.02% | 0.939 | -2.92% | -23.92% | -17.16% | -32.57% | -10.89% | 4 | Downtrend | Best free-cash-flow coverage in the group — the dividend is a small claim on cash generation, so buybacks and broadband/wireless capex get first call. The obvious offset is the broadband share battle and the theme-park/studio cycle; the stock is priced as a slow shrinker rather than a dividend risk. |
| BBVA | Banco Bilbao Vizcaya Argentaria | Financials | Banks - Diversified | 1.359e+11 | 4.19% | 46.98% | 49.16% | — | — | 11.74 | 10.36 | 1.76 | — | — | -9.36% | 9.57% | 50.29% | -13.23% | 4.56% | 4 | Uptrend | Spanish bank running a large, rising shareholder payout (interim dividend just lifted double digits) alongside buybacks. Excess capital from high euro rates is the source; the risk is rate normalization in Spain/Mexico/Turkey plus a bank tax that has already been extended once. |
| AU | AngloGold Ashanti PLC | Materials | Gold | 4.695e+10 | 4.09% | 46.23% | 50.93% | — | — | 12.44 | 9.32 | 5.19 | — | — | -9.32% | -13.38% | 29.12% | -27.63% | -0.75% | — | No trend | The biggest 5Y growth rate on the list is essentially an artifact of gold's price run — dividends went from near-nothing to large, variable specials. This is a leveraged gold-price proxy with high beta, not a reliable dividend compounder; coverage swings with the bullion price. |
| ING | ING Group, N.V. | Financials | Banks - Diversified | 8.989e+10 | 4.00% | 13.58% | 50.12% | — | — | 12.53 | 10.48 | 2.78 | 21.77% | — | -9.40% | 18.95% | 45.63% | -10.25% | 6.84% | — | Uptrend | European bank with strong core capital and a high ROE; the payout is built from excess capital return (interim cash plus buybacks) and is therefore variable year to year. Rate cuts in the euro area are the main threat to the earnings base that funds it. |
| LYG | Lloyds Banking Group Plc | Financials | Banks - Regional | 8.728e+10 | 3.98% | 25.87% | 50.68% | — | — | 12.74 | 8.6 | 0.43 | 7.88% | — | -7.74% | -2.21% | 25.34% | -12.74% | -1.63% | — | No trend | Pure UK domestic lender — the dividend is comfortably covered but its trajectory depends almost entirely on the Bank of England path and UK credit quality. Steady incremental hikes each year make this the most 'consumer-staple-like' of the UK banks. |
| HSBC | HSBC Holdings, plc. | Financials | Banks - Diversified | 3.234e+11 | 3.96% | 24.19% | 53.57% | — | — | 13.51 | 9.99 | 1.21 | — | — | -8.04% | 3.68% | 48.97% | -12.32% | -0.38% | — | No trend | Asia-weighted global bank whose dividend has been rebuilt fast (including one-offs from asset sales) and now comes with buybacks. Risk is geopolitical and Hong Kong/China credit exposure; the yield is wide partly because of that discount. A CFO transition adds near-term noise. |
| FMS | Fresenius Medical Care AG | Health Care | Medical Care Facilities | 1.267e+10 | 3.93% | 0.90% | 45.43% | 40.13% | 9.80% | 11.55 | 6.09 | 1.92 | 1.51% | — | 0.45% | -1.48% | -13.36% | -19.00% | -1.73% | — | No trend | Dialysis operator where the payout is covered by modest free cash flow but leverage on the balance sheet is the real constraint; the dividend is a levered-capital story, not a growth story. New CEO and restructuring priorities are the swing factor for future increases. |
| FNF | Fidelity National Financial, In | Financials | Insurance - Specialty | 1.074e+10 | 3.90% | 1.52% | 54.34% | 7.38% | 52.79% | 13.95 | 6.92 | 2.21 | 5.58% | 0.657 | -7.01% | -17.55% | -22.77% | -30.48% | -13.70% | 4 | Downtrend | Title insurer with the best FCF coverage on the list — but the 5Y growth is a slow single-digit crawl and title earnings are hostage to mortgage volumes. FCF is heavily influenced by float and escrow timing, so near-100% 'payout of FCF' here is a working-capital artifact rather than weakness. |
| GFI | Gold Fields Limited | Materials | Gold | 3.35e+10 | 3.83% | 47.15% | 36.59% | 871.59% | 0.44% | 9.54 | 7 | 3.94 | 15.57% | — | -13.24% | -23.03% | -9.63% | -38.87% | -4.90% | 3 | No trend | Payout of FCF above 100% signals the dividend is funded from balance-sheet cash and gold-price-driven earnings, not steady free cash flow — the payment came in one large step after years of flat variable payouts. Bid interest for Northern Star makes capital allocation the wildcard. |
| EC | Ecopetrol S.A. | Energy | Oil & Gas Integrated | 3.409e+10 | 3.69% | 48.03% | 42.65% | — | — | 11.55 | 11.7 | 1.55 | -6.89% | — | 2.99% | 38.66% | 110.40% | -1.97% | 15.43% | — | Uptrend | Colombian state-controlled oil producer: dividends are set by the government's fiscal needs, not by a fixed policy, so the high 5Y growth rate reflects a post-2021 reset that has been sliding since. Political/management turnover and crude prices dominate; capital return discipline is not guaranteed. |
| BAP | Credicorp Ltd. | Financials | Banks - Regional | 3.041e+10 | 3.66% | 63.85% | 52.93% | — | — | 14.47 | 11.48 | 69.24 | 7.04% | — | 1.64% | 23.13% | 60.34% | -2.99% | 9.10% | — | Uptrend | Peru's largest financial group: high profitability and ROE support a large payout, and the ADR benefits from a strong soli and recovering Peruvian credit growth. The high 5Y growth is post-pandemic normalization; watch political risk in Peru and any further pension-fund withdrawal policy. |
| NKE | Nike, Inc. | Consumer Discretionary | Footwear & Accessories | 5.515e+10 | 3.31% | 1.71% | 58.57% | 83.66% | 3.96% | 17.68 | 16.17 | 2.1 | 0.19% | 0.877 | 2.12% | -17.75% | -43.98% | -46.71% | -11.29% | 4 | Downtrend | The dividend is well covered and the payout is being raised on schedule even through a revenue downturn — but 'covered' is doing heavy lifting while free cash flow only marginally covers the payment. A restructuring that shrinks the company could either protect the payout or shift capital to buybacks. |
| PEP | Pepsico, Inc. | Consumer Staples | Beverages - Non-Alcoholic | 1.792e+11 | 3.29% | 0.63% | 56.79% | — | — | 17.26 | 14.65 | 6 | 2.25% | 2.75 | -1.62% | -14.83% | -9.49% | -22.88% | -6.86% | 3 | Downtrend | Long history of increases, but the latest annual dividend was cut in this dataset, so it does not belong in the ranks of uninterrupted dividend aristocrats. Payout is stretched on a leveraged balance sheet, and GLP-1/health-driven volume softness in snacks and beverages is the core risk to the hike cadence. |
| NVO | Novo Nordisk A/S | Health Care | Drug Manufacturers - General | 2.067e+11 | 3.28% | 19.75% | 31.40% | — | — | 9.56 | 11.39 | 23.06 | 6.43% | — | -10.09% | -2.95% | -28.12% | -39.31% | -9.60% | — | Downtrend | Exceptional profitability means the payout is a small share of earnings even with the stock derated, and the huge ROE gives room to keep raising it. The risk is franchise, not coverage: GLP-1 share loss to Lilly, pricing pressure and pipeline disappointments. |
| SPG | Simon Property Group, Inc. | Real Estate | REIT - Retail | 7.799e+10 | 3.24% | 2.75% | 46.97% | — | — | 14.51 | 30.63 | 14.17 | 6.72% | 5.96 | 0.47% | 1.79% | 20.52% | -13.21% | -0.34% | 4 | No trend | REIT — GAAP payout metrics understate coverage, so evaluate this one on AFFO and mall occupancy rather than EPS. Solid occupancy and rent bumps support the payment; refinancing costs on Class-A mall debt are the real risk, and forward P/E looks odd because it is built off depressed forward REIT earnings. |
| EQNR | Equinor ASA | Energy | Oil & Gas Integrated | 8.063e+10 | 3.23% | 15.48% | 41.18% | — | — | 12.73 | 12.83 | 1.94 | 2.59% | — | 5.98% | 35.10% | 113.74% | 0.00% | 20.53% | 2 | Uptrend | Dividends are now lower in dollars than at the 2022-23 peak, so the 5Y growth rate is mostly the recovery of a volatile base. The base dividend is deliberately conservative and buybacks absorb the excess cash — capital return flexes with oil and gas prices. Truly a cash-return story with a wide swing factor. |
| ALLY | Ally Financial Inc. | Financials | Credit Services | 1.146e+10 | 3.19% | 0.45% | 28.25% | — | — | 8.87 | 5.86 | 2.37 | -3.26% | 1.38 | -7.19% | -15.78% | -2.34% | -20.25% | -10.51% | 1 | Downtrend | Auto lender and online bank: the 5Y growth has effectively flatlined after a post-2021 reset and the dividend policy leans heavily on buybacks instead. Consumer auto-credit losses and funding costs are the key variables for the payout's trajectory. |
| BMY | Bristol-Myers Squibb Company | Health Care | Drug Manufacturers - General | 1.221e+11 | 3.16% | 11.38% | 41.63% | 30.47% | 10.38% | 13.16 | 9.11 | 3.46 | -0.22% | 2.06 | -3.93% | 1.46% | 43.11% | -12.25% | 0.90% | 4 | No trend | Pharma with a very well-covered dividend on a hugely cash-generative base, and the payout has been lifted every year even through the patent cliff. Growth is muted and the revenue base is roughly flat; the dividend's durability rests on continued pipeline execution (radiopharma and CAR-T wins are the recent catalysts). |
| STZ | Constellation Brands, Inc. | Consumer Staples | Beverages - Brewers | 2.223e+10 | 3.12% | 0.33% | 39.01% | 38.15% | 8.18% | 12.5 | 10.6 | — | -10.48% | 1.45 | 7.27% | -17.88% | -2.67% | -21.20% | -4.39% | 3 | Downtrend | Beer and spirits importer where the payout ratio is decent but the growth in the dividend is now slower than in the post-2020 stretch. Exposure to Mexican beer volumes and the wine-spirits downturn is the swing factor; a soft consumer is the main risk to future hikes. |
| MKC | McCormick & Company, Incorporat | Consumer Staples | Packaged Foods | 1.247e+10 | 3.11% | 0.71% | 23.95% | 54.60% | 5.69% | 7.71 | 14.05 | 2.93 | 1.73% | 0.751 | -5.75% | -12.22% | -26.46% | -35.31% | -6.51% | 4 | Downtrend | Steady, low-growth consumer staple with a long record of small dividend increases, funded by modest free cash flow. Coverage is acceptable on a GAAP basis but organic growth is slow and the stock has de-rated; a buyback-heavy capital return policy offers an offset. |
| BBY | Best Buy Co., Inc. | Consumer Discretionary | Specialty Retail | 1.943e+10 | 3.10% | 0.57% | 53.13% | 48.63% | 6.37% | 17.15 | 13.11 | 5.04 | 0.39% | 1.35 | -2.04% | 44.30% | 24.43% | -2.32% | 23.02% | 4 | Uptrend | Specialty retailer with a raised payout in each of the last four years; coverage is solid when earnings hold up but cyclicality is real. The low-margin, tariff-exposed model means dividend growth pauses if consumer electronics demand rolls over — buybacks are doing more of the capital return lately. |
| HPQ | HP Inc. | Information Technology | Computer Hardware | 2.706e+10 | 3.00% | 1.58% | 33.32% | — | — | 11.11 | 9.98 | 2.65 | 3.24% | — | -13.42% | 54.28% | 10.24% | -15.42% | 19.21% | 4 | Uptrend | PC and printer cash cow: a levered balance sheet means the dividend is covered by operating cash flow but exposed to memory-cost inflation and hardware demand. Capital return is heavily weighted toward buybacks, so the dividend is more of a floor than a growth vehicle. |
| AEG | Aegon Ltd. New York Registry Sh | Financials | Insurance - Diversified | 1.231e+10 | 2.97% | 24.32% | 35.81% | — | — | 12.06 | 8.89 | 0.59 | 1.14% | — | -8.67% | 8.49% | 14.41% | -12.70% | 0.95% | — | Uptrend | Insurer with a volatility-driven dividend history: the payout has fallen in some years even as the long-run trend rises. The ADR yield is translated from euro; the real driver is capital return (buybacks plus dividend) and reinsurance/fee-business mix. |
| TGT | Target Corporation | Consumer Staples | Discount Stores | 7.008e+10 | 2.97% | 1.71% | 60.57% | 74.60% | 3.98% | 20.4 | 16.9 | 8.13 | -1.68% | 1.24 | -3.48% | 22.74% | 76.56% | -9.20% | 12.31% | 4 | Uptrend | Retailer with a solid record of increases, but free-cash-flow coverage is thin and the earnings base is cyclical and inventory-sensitive. Capex and working capital swings can pinch coverage in a soft consumer year — the buyback program is the more active part of capital return. |
| RF | Regions Financial Corporation | Financials | Banks - Regional | 2.339e+10 | 2.90% | 5.01% | 32.32% | — | — | 11.16 | 9.66 | 2.3 | — | 0.199 | -3.62% | -0.49% | 15.44% | -15.28% | -3.39% | 4 | No trend | Regional bank with a low payout and steady hike cadence — the dividend is well covered by earnings, with capital return supplemented by buybacks. Net interest margin, deposit costs and commercial credit quality are the swing factors for the next increase. |
| EXC | Exelon Corporation | Utilities | Utilities - Regulated Electric | 4.482e+10 | 2.85% | 2.89% | 45.59% | — | — | 15.99 | 14.34 | 1.74 | 5.34% | 1.67 | 2.02% | -5.73% | -5.71% | -13.50% | -3.12% | 4 | Downtrend | Regulated utility with healthy EPS coverage despite heavy capex; the payout ratio looks comfortable in GAAP terms, but free cash flow is negative by design and the dividend is funded with debt/equity issuance. Rate-case outcomes and data-center-driven load growth are the catalysts. |
| SHEL | Shell PLC | Energy | Oil & Gas Integrated | 2.185e+11 | 2.83% | 7.06% | 33.44% | — | — | 11.8 | 12.09 | 9.04 | -6.13% | — | 11.31% | 23.64% | 53.91% | 0.00% | 20.19% | 4 | Uptrend | Integrated oil major running a conservative base dividend plus buybacks — the payout rises reliably but dividend growth is modest and the stock carries a wide cash-return yield. The key risk is the oil price and any shift in the LNG/capex mix. |
| NI | NiSource Inc | Utilities | Utilities - Regulated Gas | 2.047e+10 | 2.77% | 0.45% | 62.77% | — | — | 22.7 | 18.94 | 1.95 | 23.47% | 1.75 | 4.33% | -10.50% | 0.63% | -13.04% | -4.29% | 4 | Downtrend | Gas utility with a heavy capex program and negative free cash flow; the dividend is funded by the regulatory model and financing, not by internally generated cash. Coverage is fine on an earnings basis, but the payout ratio is the highest among utilities here and rate-case delays are the constraint on growth. |
| BCS | Barclays PLC | Financials | Banks - Diversified | 8.884e+10 | 2.72% | 30.15% | 23.66% | — | — | 8.7 | 6.7 | 0.438 | — | — | -11.12% | -5.16% | 14.72% | -20.20% | -8.01% | — | No trend | UK investment bank where the dividend growth is the strongest among UK peers after a post-2021 reset, with buybacks on top. Market-sensitive earnings (trading and investment banking) make the payout more cyclical than the yield suggests; the consumer/credit card arm provides ballast. |
| JEF | Jefferies Financial Group Inc. | Financials | Capital Markets | 1.029e+10 | 2.68% | 6.88% | 33.51% | — | — | 12.51 | 9.86 | 2.83 | 2.93% | 1.86 | -6.41% | -3.36% | -9.31% | -32.39% | -10.15% | 3 | No trend | Capital-markets name where the dividend is opportunistic and linked to the deal cycle; low payout but a volatile earnings base means a soft capital markets backdrop would stall growth. Leverage is structurally high for the sector. |
| PAG | Penske Automotive Group, Inc. | Consumer Discretionary | Auto & Truck Dealerships | 1.395e+10 | 2.65% | 19.07% | 41.02% | — | — | 15.45 | 14.71 | 14.13 | -0.18% | 0.926 | -1.08% | 33.70% | 28.33% | -4.93% | 14.62% | 4 | Uptrend | Auto dealer with a cyclical but steadily raised dividend funded by solid free cash flow generation; the payout ratio is comfortable but earnings are tied to vehicle pricing and used-car values, so future hikes track the retail cycle rather than a growth trend. |
| ZTS | Zoetis Inc. | Health Care | Drug Manufacturers - Specialty & Generic | 3.28e+10 | 2.63% | 9.72% | 34.10% | 37.35% | 7.05% | 12.95 | 11.94 | 6.02 | 2.28% | 2.88 | 8.71% | -34.40% | -43.07% | -46.19% | -7.24% | 4 | Downtrend | Animal-health leader whose payout is very well covered by free cash flow and whose dividend growth has been consistent since the dividend's 2013 initiation. The stock has derated sharply on U.S. pet-medicine pricing pressure — the dividend itself is among the safest here. |
| DKS | Dick's Sporting Goods Inc | Consumer Discretionary | Specialty Retail | 1.422e+10 | 2.57% | 26.36% | 36.16% | 89.31% | 2.88% | 14.06 | 8.83 | 9.97 | 28.06% | 1.05 | 16.49% | -34.69% | -36.67% | -39.65% | -24.29% | 4 | Downtrend | Payout of FCF near 90% is the weakest coverage in the group: the dividend depends on capex discipline and a consumer discretionary cycle that is currently soft. Management has raised every year for four years, but a prolonged comp decline would force a rethink. |
| AWK | American Water Works Company, I | Utilities | Utilities - Regulated Water | 2.682e+10 | 2.55% | 2.11% | 59.84% | — | — | 23.43 | 20.55 | 5.69 | 10.06% | 1.2 | -2.39% | 3.95% | -2.74% | -7.21% | 2.77% | 4 | No trend | Water utility with steady regulatory-driven hikes, but payout ratio is high and negative free cash flow means the dividend is financed through the capital program. Constructive rate-case treatment supports the payment; the risk is a regulatory shift in California and affordability politics. |
Takeaway
The screen in one paragraph
37 large caps clear all three tests — dividend yield above 2.5%, a positive 5-year dividend growth rate, and an EPS-based payout ratio under 70%. The distribution is telling. The top of the yield table is a UK/European bank cluster (NatWest, BBVA, ING, Lloyds, HSBC, Barclays) that has rebuilt payouts hard from near-zero post-2021 bases, alongside two gold miners and Colombia's Ecopetrol, where 5-year growth numbers are commodity artifacts rather than compounding dividend policies. The 3–3.3% band is where the durable US payers sit — Verizon, Comcast, Bristol-Myers, Novo Nordisk and Target — where coverage is comfortable and the appreciation comes from valuation and steady policy rather than from balance-sheet leverage.
How to read the two coverage columns
Payout ratio (EPS) is the standard test used in the screen and needs EPS to be positive. Payout of FCF is the second opinion: it compares cash dividends to free cash flow and flags the names where the earnings-based number is flattering. NatWest, BBVA and most bank ADRs simply do not report comparable free cash flow, so their coverage should be judged on capital and ROE instead. AngloGold's and Gold Fields' payouts exceed free cash flow, and Dick's runs near 90% — those are the three most fragile payouts on the list.
Where the durability actually sits
Utilities (EIX, EXC, NI, AWK) show the highest payout ratios but the lowest economic risk: regulated cash flows fund the dividend even though their free cash flow is negative because of capex. The genuine sustainability questions are consumer cyclicals — Nike and Target now have thin free-cash-flow cushions, and Pepsico's record already shows a cut in this dataset, so it should not be treated as an uninterrupted grower.
Fundamentals vs tape
Ten of the 37 names are in established uptrends; the rest are in or near downtrends, several of them 20–45% below their 52-week highs (NVO, ZTS, DKS, NKE). With the 10-year near 4.6% and the market paying up for current cash flow, this screen is a natural hunting ground for value and defensive income — but position size should reflect that several of the higher yields are exactly where the dividend policy is most likely to be reset.
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