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3 Dividend Stocks with Growth on Tap for the Second Half

The article argues that in a volatile market marked by sticky inflation, geopolitical tensions, and repeated 1% swings in the S&P 500, dividend stocks can provide a mix of income, stability, and growth. It highlights three names with attractive second-half 2026 outlooks: IBM, Kinder Morgan, and Templeton Emerging Markets Fund. IBM is presented as a tech-value blend with 30 consecutive years of dividend increases, exposure to AI and quantum computing, and a five-year total return above 170%. Kinder Morgan is framed as a defensive energy infrastructure play, benefiting from contracted pipeline cash flows rather than oil-price direction, while still offering a 3.7% yield and strong long-term returns. Templeton Emerging Markets Fund is positioned as a diversified way to access global growth with a 3.95% yield and a recent dividend increase. Overall, the piece is constructive on dividend-paying equities as a way to balance safety and upside in uncertain markets.

Category

US 500

Sentiment

Neutral

Event

Market commentary

Reading time

1 min