Top Wall Street analysts suggest these 3 dividend stocks for stable income

CNBC | February 01, 2026 at 01:46 PM UTC
Bullish 80% Confidence Unanimous Agreement
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Key Points

  • Viper Energy expected to deliver strong Q4 results with 66,552 Bopd oil production, about 1% above Street estimates, and is more insulated from drilling cuts due to Diamondback's operational control of 60% of production
  • SLB's 2026 growth driven by international segment gains in Latin America, Middle East and Asia, plus exclusive Western presence in Venezuela's oil industry, with expected free cash flow of $4.2 billion and $4.3 billion in shareholder returns
  • EOG Resources stands out with peer-leading production growth potential and $4 billion available for opportunistic buybacks as of Q3 2025, while focusing on capital efficiencies in Utica Shale and Delaware Basin

AI Summary

Summary: Top Wall Street Analysts Recommend 3 Dividend Stocks for Stable Income

Amid market volatility driven by corporate earnings and geopolitical concerns, top Wall Street analysts have identified three energy sector dividend stocks for consistent income generation.

Viper Energy (VNOM)

A Diamondback Energy subsidiary focused on Permian Basin mineral and royalty interests, VNOM offers a 5.53% dividend yield. Roth Capital analyst Leo Mariani (ranked #124 among 12,000+ analysts) maintains a buy rating, projecting Q4 2025 oil production of 66,552 Bopd (1% above consensus) and total production of 129,424 Boepd (nearly 2% above estimates). The company benefits from insulation against drilling cuts, as Diamondback operates 60% of its production and top-tier operators manage two-thirds of non-Diamondback acreage. Mariani's track record shows 60% success rate with 27.1% average returns.

SLB

The oilfield services giant recently raised its quarterly dividend 3.5% to $0.295 per share following strong Q4 2025 results. JPMorgan analyst Arun Jayaram (ranked #673) raised his price target from $43, citing optimism in three key international markets: Saudi Arabia, Mexico, and deepwater operations. The company's unique position as the only Western operator in Venezuela under Chevron's license provides additional upside. Jayaram projects $4.2 billion in free cash flow for 2026 with approximately $4.3 billion returning to shareholders. Digital and Data Center Solutions represent long-term growth catalysts.

EOG Resources (EOG)

Offering a $1.02 quarterly dividend, EOG is expected to deliver strong Q4 results. Analyst Gabriele Sorbara (ranked #511) projects oil production of 545.7 Mbbls/d and total production of 1,369 Mboe/d. With $4 billion available for buybacks and peer-leading returns potential, EOG presents opportunities through international expansion in Bahrain

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 80%
Claude 4.5 Haiku Bullish 70%
Gemini 2.5 Flash Bullish 90%
Consensus Bullish 80%