J.P. Morgan’s July Focus Record spotlights 5 dividend shares with yields as much as 12% as markets commerce close to all-time highs heading into Q3 earnings.
EPR Properties (EPR) earns its spot with a secure, rising 6% month-to-month dividend and high projected earnings development amongst net-lease REITs.
Annaly Capital (NLY) stands out with an enormous 12.5% yield, making it the listing’s premier passive-income play with a J.P. Morgan goal of $24.
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All the foremost Wall Avenue corporations we cowl right here at 24/7 Wall St. have a listing of the highest inventory picks for his or her institutional and retail shoppers to put money into. Sometimes, these are corporations that analysts have a excessive stage of conviction in and really feel strongly about their fundamentals and forward-looking prospects. As well as, they typically have robust upside to the assigned worth goal and are assigned a Purchase or Chubby ranking, relying on the corporate offering the protection. After a livid rally off the February lows and with all main indices buying and selling at or close to all-time highs, many buyers are treading fastidiously as we begin the third quarter of 2026. With earnings season proper across the nook, we have been very to see which shares have been on the July version of J.P. Morgan’s Analyst Focus Record. All will present buyers with regular passive earnings and have the potential to ship stable whole returns.
The analysis workforce at J.P. Morgan updates its U.S. Analyst Focus Record month-to-month, as the corporate describes:
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The U.S. Analyst Focus Record is up to date month-to-month. Names could also be eliminated mid-month when a valuation goal has been largely or wholly achieved, or the unique rationale is not legitimate. New concepts will also be added mid-month. Analysts will publish the reason for all mid-month adjustments in a analysis word.
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We screened the July Analyst Focus Record, and to our shock, considered one of our favourite dividend shares was added this month. We cowl the brand new addition and located 4 extra corporations on the listing that pay reliable dividends, and in some instances, large ones.
Why will we advocate J.P. Morgan’s Analyst Focus Record shares?
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J.P. Morgan is likely one of the acknowledged leaders within the funding panorama on Wall Avenue and worldwide. The agency’s top-notch analysis division continues to offer institutional and high-net-worth shoppers with the perfect concepts throughout the funding spectrum and is probably going to take action for years to come back.
EPR Properties
This actual property funding belief (REIT) invests in a number of the hottest leisure corporations and is the most recent addition to the J.P. Morgan Fairness Analysts Focus Record. EPR Properties (NYSE: EPR) is a number one experiential net-lease actual property funding belief specializing in choose enduring experiential properties and pays a 6.02% dividend. EPR lately elevated its month-to-month dividend by 5.1% and expects FFO per share development of greater than 5% in 2026, supporting continued dividend will increase. After suspending its dividend throughout COVID, it has recovered with 5 consecutive years of will increase. Its $6.9 billion property portfolio generates stable money circulate, and the month-to-month dividend of $0.31 per share is well-covered by funds from operations.
J.P. Morgan gave this transient cause for including the shares: “Excessive dividend yield >6% that we see as secure and rising, with earnings development more likely to be towards the highest of the net-lease REIT peer group.”
The corporate operates by way of two segments. The Experiential phase consists of roughly:
148 theater properties
59 eat and play properties
25 attraction properties
11 ski properties
4 experiential lodging properties
One gaming property
One cultural property
22 health and wellness properties
The Training phase includes 46 early childhood schooling facilities and 9 non-public faculties.
EPR Properties’ funding portfolio consists of possession of and long-term mortgages on experiential and academic properties. The corporate has investments in roughly 44 states. All the corporate’s owned single-tenant properties are leased on long-term, triple-net phrases.
The J.P. Morgan worth goal is $62.
And Extra
Listed here are 4 extra corporations on the listing which are regular dividend-paying shares buying and selling at cheap valuations.
Annaly Capital
With an enormous 1240% dividend yield and buying and selling proper close to the J.P. Morgan goal worth, Annaly Capital Administration (NYSE: NLY) is a complete passive-income play. The corporate is a diversified capital supervisor with funding methods throughout the mortgage finance sector.
It owns a portfolio of actual estate-related investments, together with:
Mortgage pass-through certificates
Collateralized mortgage obligations
Credit score threat switch (CRT) securities
Securities representing pursuits in or obligations backed by swimming pools of mortgage loans, residential mortgage loans, and mortgage servicing rights
Its funding teams embrace:
Annaly Company Group, which invests in company mortgage-backed securities collateralized by residential mortgages.
Annaly Residential Credit score Group invests in non-agency residential mortgage belongings inside residential and business markets.
Annaly Mortgage Servicing Rights Group invests in MSR, which grants the correct to service residential mortgage loans in trade for a portion of the curiosity funds on these loans.
The $24 J.P. Morgan worth goal is more likely to go larger.
AT&T
AT&T (NYSE: T) is the world’s fourth-largest telecommunications firm, measured by income. The legacy telecommunications firm has undergone a prolonged restructuring course of whereas sustaining a stable dividend yield of 5.42%. 13 analysts have given the inventory a Purchase ranking, reflecting broad Wall Avenue assist. AT&T gives a variety of telecommunications, media, and expertise providers worldwide. Its Communications phase presents wi-fi voice and knowledge communications providers.
AT&T sells by way of its company-owned shops, brokers, and third-party retail shops:
AT&T additionally gives:
Information
Voice
SecuT
Cloud options
Outsourcing
Managed and supplied skilled providers
Buyer premises tools for multinational companies, small and mid-sized companies, and governmental and wholesale prospects
Moreover, this phase gives residential prospects with fiber broadband and legacy voice telephony providers.
It markets its communications providers and merchandise below:
AT&T
Cricket
AT&T Pay as you go
AT&T Fiber
The corporate’s Latin America phase gives wi-fi providers in Mexico and video providers all through the area. This phase markets its providers and merchandise below the AT&T and Unefon manufacturers.
J.P. Morgan has a $34 worth goal for the inventory.
First Industrial Realty Belief
Whereas off most individuals’s radar, this REIT pays a stable 2.94% dividend and presents respectable upside to J.P. Morgan’s goal. First Industrial Realty Belief (NYSE: FR) is a self-administered and totally built-in actual property firm. The corporate is an proprietor, operator, developer, and acquirer of logistics properties. By its totally built-in working and investing platform, it gives services and customer support to multinational companies and regional corporations which are important for his or her provide chains.
In whole, the corporate owns and has below improvement roughly 71.6 million sq. ft of commercial house concentrated in 15 goal MSAs. Its tenants are engaged in a wide range of companies, together with:
E-commerce
Third-party logistics and transportation
Shopper and different manufactured merchandise
Retail and shopper providers
Meals and beverage
Lumber and constructing supplies
Wholesale items
Well being providers
Governmental and different
By an entirely owned taxable REIT subsidiary of the working partnership, the working partnership owns an fairness curiosity in a three way partnership. The corporate additionally gives numerous providers to the three way partnership.
The J.P. Morgan goal worth is $70.
Kontoor Manufacturers
Whereas one other off-the-radar inventory, Kontoor Manufacturers (NYSE: KTB), has large upside and well-known manufacturers, it pays an inexpensive 2.47% dividend. The worldwide way of life attire firm designs, manufactures, procures, sells, and licenses attire, footwear, and equipment. Its way of life, out of doors, and workwear manufacturers embrace Wrangler, Lee, and Helly Hansen.
The Wrangler model presents a number of sub-brands, collections, and product strains inside the Wrangler model to focus on particular shopper demographics and shopper end-users, together with:
The Lee phase presents denim, attire, footwear, and equipment for adults and youngsters. The Lee model presents a number of sub-brands, collections, and product strains, together with:
Lee101
Riders
Storm Rider
Lee MVP
Lee X
The Helly Hansen model is an out of doors and workwear model. Sub-brands embrace Helly Hansen Sport and Helly Hansen Workwear.
J.P. Morgan has set a worth goal of $90.
Act now: the analyst who known as NVIDIA in 2010 simply named his high 10 AI shares — and AT&T did not make the minimize. Seize the names FREE at this time.
