Trivariate Backs 2 Dividend Growers for Defense as 10-Year Treasury Yield Tops 4.6%
Updated
Updated · CNBC · May 19
Trivariate Backs 2 Dividend Growers for Defense as 10-Year Treasury Yield Tops 4.6%
1 articles · Updated · CNBC · May 19
Trivariate urged investors to use dividend-growth stocks as equity protection, highlighting Rollins and Cheniere Energy as markets slid for a third session and Treasury yields climbed.
The firm said classic defensive sectors have shrunk to just over 10% of S&P 500 market value from nearly 30% 25 years ago, pushing investors toward companies with steadier revenue and rising payouts.
Rollins raised its dividend by more than 10% last October to just above $0.18 a share; the stock is down about 10% in 2026, but analysts see roughly 18% upside.
Cheniere lifted its quarterly dividend by more than 10% to about $0.56 a share and has gained 26% this year after raising full-year adjusted EBITDA guidance to $7.25 billion-$7.75 billion.
Trivariate's screen looked for at least five years of dividend growth, forecast sales growth of 7% or more, and earnings growth of 10%, with Microsoft, Abbott, AbbVie and Stryker also making the list.
What is the secret behind companies that consistently grow dividends despite market turbulence?
Can energy stocks be truly defensive if their profits are fueled by geopolitical conflict?
As old safe havens fade, which new stocks offer genuine protection from market downturns?