Unilever, a consumer products giant with brands like Dove and Hellmann's, offers a stable portfolio and a 3.5% yield, but trades at a higher valuation compared to its peers.
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AI Is Coming for Dividend Stocks… 10 That May Be Safe
Ticker Take with Jon ErlichmanMar 12, 2026
Dividend investor Jenny Van Leeuwen Harrington discusses 10 dividend stocks that she believes are resilient to AI disruption and offer attractive income streams. She emphasizes the importance of dividend history, payout coverage, and management commitment to shareholder returns. The selected stocks span various sectors including consumer staples, real estate, packaging, energy, pharmaceuticals, and automotive, with a focus on companies offering stable cash flows and reliable dividends.
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Tickers discussed in this post
Total Energies, a European energy company and major LNG producer, is undervalued compared to peers like Exxon, offering a 5.7% dividend yield and strong earnings growth.
Honda is attractive for its 4.7% dividend yield, strong global market share in motorcycles, significant cash on its balance sheet, and robust earnings growth.
VICI Properties, a triple net lease REIT tied to gaming, offers a 6.2% dividend yield, 100% occupancy, and mid-single digit earnings growth, with a portfolio of desirable properties.
Bristol Myers Squibb is a potential turnaround play with a 4.5% dividend yield, trading at a low P/E, and expected to improve its growth profile through free cash flow generation and strategic investments.
Enterprise Products Partners, a midstream energy company, is a long-term holding with a consistent 9% annualized return, offering a 6.5% yield and tax-deferred income through return of principal.
Amcor, a large packaging company formed by a merger, is recommended for its 5.8% yield, compelling valuation, and strong earnings growth driven by synergies, being a dividend aristocrat.
Melrose Properties is highlighted for its 10.1% dividend yield, predictable cash flow from land banking, and strong management, with significant earnings growth expected.
Kimberly-Clark is recommended for its 5.1% dividend yield, economic insensitivity, and long history of dividend growth, offering a margin of safety and combined returns of around 9%.
Ethan Allen is listed as an example of a company to analyze for potential AI disruption, without a clear investment stance.
Stanley Black & Decker is mentioned as a company to logically assess for potential destruction by AI, but no specific investment recommendation is made.
The creator discusses Postal Realty Trust as an example of a stock that needs to be evaluated for potential negative impacts from AI, but no clear investment thesis is presented.