One Popular Dividend Machine To Buy On The Dip And One To Avoid

Rising bond yields have knocked down popular dividend stocks, but not every pullback offers an attractive buying opportunity. I detail a deeply discounted Dividend King that combines an attractive yield and dividend growth profile with a strong balance sheet and durable moat. I also discuss a popular dividend machine that appears likely to generate disappointing dividend growth for the foreseeable future.

Seeking Alpha • Oct 6, 2026

Federal Realty: The Only REIT Dividend King Trades At A Discount

Federal Realty Investment Trust earns a Buy rating, trading at an attractive valuation with a solid margin of safety and long-term re-rating potential. FRT's diversified portfolio—80% retail, 10% residential, 10% office—boasts solid occupancy, strong tenant mix, and high rent spreads, with durable demand and pricing power. As the only REIT Dividend King, FRT offers a 4.3% yield with 59 consecutive annual increases, backed by a 61.7% payout ratio and robust Core FFO growth.

Seeking Alpha • Oct 4, 2026

October's Income Picks: 2 Stocks Yielding Over 4% That Have Raised Payouts for 25 Years

Most dividend growth stocks make you choose between a fat yield today and a raise streak you can actually trust over decades, but two landlords have quietly refused that trade-off for more than a quarter century running.

24/7 Wall Street • Oct 2, 2026

Federal Realty Acquires The Summit, Alabama's Premier Retail Destination

The first sale in The Summit's history adds Alabama's most-visited retail destination to the portfolio at a price immediately accretive to FFO per share NORTH BETHESDA, Md., Oct. 1, 2026 /PRNewswire/ -- Federal Realty Investment Trust (NYSE: FRT) today announced the acquisition of The Summit, Alabama's premier retail destination, for $508 million ($498 million on a net basis).

PRNewsWire • Oct 1, 2026

Federal Realty Investment Trust Announces Third Quarter 2026 Earnings Release Date and Conference Call Information

NORTH BETHESDA, Md., Sept. 30, 2026 /PRNewswire/ -- Federal Realty Investment Trust (NYSE:FRT) will announce its third quarter 2026 earnings results before market open on Friday, October 30, 2026.

PRNewsWire • Oct 1, 2026

Buy 5 Barron's Better Bets (Than T-Bills) Out Of 11 'Safer' September DiviDogs

Long-term bond yields persist despite pressure and circular remedies. But investors looking for income can still find plenty of attractive opportunities with dividend-paying stocks that have healthy yields. “23 stocks pay huge dividends. They should be a better bet than treasuries.” —Barron's Weekly reported in October 2024. It's still true more than ever as 10-yr bonds yield >5%. Interviewed by Barron's, Steven Wieting, strategist at Citi Wealth, noted growing dividends benefit shareholders and identify companies with strong balance sheets. “Nobody can fake a dividend,” he said.

Seeking Alpha • Sep 26, 2026

Federal Realty: Pricing Power In A K-Shaped Economy

Federal Realty is positioned to outperform in a K-shaped economy, leveraging affluent, supply-constrained markets for superior growth and resiliency. FRT's multiple growth drivers—leasing spreads, incremental revenue streams, and residential development—are compounding its competitive advantage and supporting robust Core FFO growth. Shares trade below historical multiples despite strong fundamentals; management targets 6%+ Core FFO growth and shares currently offer a 4% dividend yield.

Seeking Alpha • Sep 21, 2026

3 Buy-Rated REITs Collecting Rent From Warehouses, Data Centers and Shopping Centers

Three landlords collecting rent from warehouses, data centers and grocery stores are all printing record leasing numbers heading into late 2026, and the common thread behind each one reveals a demand story that goes deeper than the property type.

24/7 Wall Street • Sep 20, 2026

The Dividend Kings Ranked By Quality Scores (September 2026)

Dividend Kings have a 50+ year track record of increasing dividends, showcasing resilience through economic challenges. I rank the Dividend Kings using my 9F Quality Scores, blending qualitative and quantitative factors for a robust, investment-grade assessment. ADP stands out as the best total-return candidate. It is undervalued, high-quality, and offering a strong projected dividend growth rate and Adjusted Chowder Number.

Seeking Alpha • Sep 18, 2026

EPR or FRT: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the REIT and Equity Trust - Retail sector have probably already heard of EPR Properties (EPR) and Federal Realty Investment Trust (FRT). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Sep 17, 2026