Top Wall Street analysts recommend these dividend stocks for consistent income

CNBC | January 11, 2026 at 01:31 PM UTC
Bullish 80% Confidence Unanimous Agreement
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Key Points

  • Permian Resources (PR) maintains 15 cents per share base dividend with $1 billion buyback authorization and targets net-debt/EBITDA of 0.5x-1.0x, with analyst expecting dividend increases in 2026 and beyond
  • IBM upgraded to 'buy' at Jefferies with $360 price target (from $300), trading at 26x 2027 P/E versus large-cap software peer average of 35x, with software growth expected to accelerate to over 10% in 2026
  • Kinetik Holdings (KNTK) pays 78 cents per share quarterly dividend and trades at 8x 2027 EV/EBITDA (low end of 8x-12x peer range), with earnings outlook improving from Kings Landing project and ECCC pipeline startup in Q2 2026

AI Summary

Summary: Top Wall Street Analysts' Dividend Stock Recommendations

In periods of geopolitical uncertainty, dividend-paying stocks offer investors reliable income streams. Three top-rated Wall Street analysts have identified compelling opportunities across energy and technology sectors.

Permian Resources (PR)

Siebert Williams analyst Gabriele Sorbara maintains a buy rating on this Permian Basin oil and gas producer, which pays a 15-cent base quarterly dividend. The company is executing a $1 billion share buyback program with no end date and is expected to increase dividends in 2026 and beyond. Fourth-quarter 2025 guidance targets oil production of approximately 187.4 Mbbls/d on $484.6 million capex. Sorbara anticipates 2026 benefits from lower drilling costs, increased production, and operational strength. The company targets a long-term net-debt/EBITDA ratio of 0.5x-1.0x and maintains $500 million to $1 billion in cash reserves. Sorbara (ranked #522 among 10,400+ analysts) has a 52% success rate with 15.4% average returns.

International Business Machines (IBM)

Jefferies analyst Brent Thill upgraded IBM to buy from hold, raising his price target from $300, noting the company returned capital to shareholders. He projects pretax margins expanding from 19% in 2025 to 21% in 2027, driven by software mix improvements and synergies from acquisitions including HashiCorp and the pending acquisition. Software growth is expected to accelerate in 2026 to over 10%. At 26x 2027 P/E versus 35x for large-cap software peers, Thill sees significant upside. Thill (ranked #539) achieves 61% success with 11% average returns.

Kinetik Holdings (KNTK)

Raymond James analyst Justin Jenkins upgraded this Delaware Basin midstream company to buy, noting its 78-cent quarterly dividend. Despite a 38% trailing twelve-month decline, Jenkins sees improving 2026-27 visibility from the Kings Landing project and ECCC pipeline (Q2 2026 startup). Trading at

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 80%
Claude 4.5 Haiku Bullish 75%
Gemini 2.5 Flash Bullish 85%
Consensus Bullish 80%