Dividend Stocks Screener
| # | Ticker | Company | Sector | ESEN Score | Chg | Yield % | 5Y DGR % | Payout | Streak | FCF Cover | Debt | Tier | Conf |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Healthcare | 94 | — | 3.0% | 5.5% | 48% | 63y 👑 | 2.6× | LOW | T1 | High |
| 2 | PG | Procter & Gamble | Cons. Staples | 93 | — | 2.6% | 5.0% | 60% | 69y 👑 | 2.2× | LOW | T1 | High |
| 3 | KO | Coca-Cola Co. | Cons. Staples | 91 | — | 3.1% | 5.2% | 68% | 64y 👑 | 2.0× | MODERATE | T1 | High |
| 4 | ABT | Abbott Laboratories | Healthcare | 90 | — | 1.9% | 8.0% | 44% | 53y 👑 | 2.4× | LOW | T1 | High |
| 5 | ITW | Illinois Tool Works | Industrials | 89 | — | 2.3% | 7.0% | 52% | 60y 👑 | 2.3× | MODERATE | T1 | High |
| 6 | ADP | Automatic Data Proc. | Industrials | 89 | — | 2.2% | 9.0% | 58% | 50y 👑 | 2.5× | LOW | T1 | High |
| 7 | LOW | Lowe's Companies | Cons. Discret. | 87 | −1 GDP 1.5% | 2.0% | 12.0% | 38% | 62y 👑 | 2.6× | MODERATE | T1 | High |
| 8 | EMR | Emerson Electric | Industrials | 86 | — | 1.9% | 3.0% | 40% | 69y 👑 | 2.4× | LOW | T1 | High |
| 9 | MCD | McDonald's Corp. | Cons. Discret. | 86 | — | 2.3% | 7.5% | 56% | 49y 👑 | 2.2× | ELEVATED | T1 | High |
| 10 | CL | Colgate-Palmolive | Cons. Staples | 85 | +2 rate relief | 2.4% | 4.0% | 58% | 61y 👑 | 2.1× | MODERATE | T1 | Med |
| 11 | CVX | Chevron Corp. | Energy | 85 | −4 oil reversed | 3.7% | 6.0% | 60% | 38y 👑 | 2.1× | LOW | T1 | High |
| 12 | GD | General Dynamics | Industrials | 85 | — | 2.1% | 6.0% | 42% | 33y 👑 | 2.0× | MODERATE | T1 | High |
| 13 | AVGO | Broadcom Inc. | Technology | 85 | +1 chips +7% | 1.0% | 14.0% | 45% | 15y | 2.6× | MODERATE | T2 | High |
| 14 | WMT | Walmart Inc. | Cons. Staples | 84 | — | 0.9% | 9.0% | 38% | 52y 👑 | 2.0× | MODERATE | T1 | High |
| 15 | XOM | Exxon Mobil | Energy | 84 | −3 oil reversed | 3.4% | 4.0% | 50% | 42y 👑 | 2.0× | LOW | T1 | High |
| 16 | CAT | Caterpillar Inc. | Industrials | 83 | −2 GDP 1.5% | 1.5% | 8.0% | 32% | 31y 👑 | 2.5× | MODERATE | T1 | High |
| 17 | PEP | PepsiCo Inc. | Cons. Staples | 81 | — | 3.7% | 6.0% | 70% | 53y 👑 | 1.7× | MODERATE | T1 | Med |
| 18 | HD | Home Depot | Cons. Discret. | 81 | −1 GDP 1.5% | 2.5% | 9.0% | 58% | 16y | 2.0× | MODERATE | T2 | High |
| 19 | TXN | Texas Instruments | Technology | 81 | +1 chips +7% | 3.0% | 8.0% | 70% | 21y | 1.6× | MODERATE | T2 | Med |
| 20 | LMT | Lockheed Martin | Industrials | 81 | — | 2.8% | 7.0% | 48% | 23y | 1.9× | MODERATE | T2 | High |
| 21 | MSFT | Microsoft Corp. | Technology | 80 | — | 0.6% | 10.0% | 25% | 22y | 3.0× | LOW | T2 | High |
| 22 | V | Visa Inc. | Financials | 80 | — | 0.7% | 14.0% | 22% | 17y | 3.2× | LOW | T2 | High |
| 23 | NEE | NextEra Energy | Utilities | 80 | +3 rate relief | 3.4% | 10.0% | 65% | 30y 👑 | 1.5× | ELEVATED | T2 | High |
| 24 | ABBV | AbbVie Inc. | Healthcare | 80 | — | 3.9% | 8.0% | 62% | 13y | 1.8× | ELEVATED | T2 | High |
| 25 | SYY | Sysco Corp. | Cons. Staples | 79 | — | 2.6% | 6.0% | 55% | 55y 👑 | 1.7× | MODERATE | T1 | High |
| 26 | MA | Mastercard Inc. | Financials | 79 | — | 0.6% | 12.0% | 20% | 14y | 3.0× | LOW | T2 | High |
| 27 | O | Realty Income | Real Estate | 79 | +3 rate relief | 5.6% | 3.0% | 75% | 30y 👑 | 1.4× | MODERATE | T3 | High |
| 28 | MRK | Merck & Co. | Healthcare | 78 | +1 HC jobs | 3.5% | 6.0% | 50% | 15y | 2.0× | MODERATE | T2 | High |
| 29 | KMB | Kimberly-Clark | Cons. Staples | 78 | +2 rate relief | 3.5% | 3.5% | 65% | 53y 👑 | 1.7× | MODERATE | T3 | High |
| 30 | MO | Altria Group | Cons. Staples | 77 | +3 rate relief | 7.3% | 4.0% | 78% | 56y 👑 | 1.5× | ELEVATED | T4 | High |
| 31 | VZ | Verizon Comm. | Comm. Services | 75 | +3 rate relief | 6.6% | 2.0% | 58% | 19y | 1.5× | ELEVATED | T3 | High |
| 32 | BMY | Bristol-Myers Sq. | Healthcare | 72 | — | 4.6% | 5.0% | 45% | 17y | 2.2× | MODERATE | T3 | High |
| 33 | PFE | Pfizer Inc. | Healthcare | 71 | +3 rate relief | 7.0% | 2.5% | 60% | 16y | 1.6× | ELEVATED | T4 | Med |
| 34 | TGT | Target Corp. | Cons. Discret. | 69 | −1 GDP 1.5% | 3.9% | 3.0% | 54% | 54y 👑 | 1.5× | MODERATE | T3 | Med |
| 35 | UNH | UnitedHealth Group | Healthcare | 69 | +1 HC jobs | 3.1% | 16.0% | 66% | 16y | 1.7× | MODERATE | T2 | Med |
Top 3 Dividend Picks — highest convergence of tier, safety and streak
Tier Breakdown
| Tier | Count | Definition | Tickers |
|---|---|---|---|
| T1 — Aristocrats and Kings | 17 | 25 years or more of consecutive increases — the safety core | JNJ · PG · KO · ABT · ITW · ADP · LOW · EMR · MCD · CL · CVX · GD · WMT · XOM · CAT · PEP · SYY |
| T2 — Dividend Growth | 11 | 10 to 24 years, with higher growth rates | AVGO · HD · TXN · LMT · MSFT · V · NEE · ABBV · MA · MRK · UNH |
| T3 — Dividend Income | 5 | Higher current-yield focus | O · KMB · VZ · BMY · TGT |
| T4 — High-Yield Watch | 2 | Monitoring required | MO · PFE |
Yield Band Distribution
| Yield band | Count | Rate sensitivity — direction reversed this period |
|---|---|---|
| Under 2% | 8 | Low. Quality-growth tilt, insulated in either rate regime. |
| 2 to 3.5% | 16 | Low. The Aristocrat core; needed the fewest adjustments this period. |
| 3.5 to 5% | 7 | Moderate. Split: CVX marked down on the oil reversal, KMB up on rate relief. |
| Over 5% | 4 | High — the most improved band. O, MO, VZ and PFE all gained 3 points as hike odds fell to 44%. |
Dividend Safety Analysis — coverage did not change this period
| Ticker | FCF cover | Payout | Debt | Streak | Verdict |
|---|---|---|---|---|---|
| MCD | 2.2× | 56% | Elevated | 49y | Watch |
| PEP | 1.7× | 70% | Moderate | 53y | Watch |
| TXN | 1.6× | 70% | Moderate | 21y | Watch |
| LMT | 1.9× | 48% | Moderate | 23y | Watch |
| NEE | 1.5× | 65% | Elevated | 30y | Watch |
| ABBV | 1.8× | 62% | Elevated | 13y | Watch |
| SYY | 1.7× | 55% | Moderate | 55y | Watch |
| O | 1.4× | 75% | Moderate | 30y | Watch |
| KMB | 1.7× | 65% | Moderate | 53y | Watch |
| MO | 1.5× | 78% | Elevated | 56y | Watch |
| VZ | 1.5× | 58% | Elevated | 19y | Watch |
| PFE | 1.6× | 60% | Elevated | 16y | Watch |
| TGT | 1.5× | 54% | Moderate | 54y | Watch |
| UNH | 1.7× | 66% | Moderate | 16y | Watch |
Fourteen names carry a Watch verdict above; the remaining 21 are Safe — free-cash-flow cover at or above 2.0×, payout at or below 60%, debt low or moderate, and a streak of ten years or more. There are no Risk names. The critical point this period: not a single safety verdict changed, because free-cash-flow cover, payout ratios and balance sheets are functions of company cash flow — and no company in this table reported a fresh quarter. Every score change in the ranked table is a macro adjustment: the rate path, the energy reversal, or GDP deceleration. The safety column is deliberately insulated from all of it. A screen whose safety ratings moved with the ten-year would not be measuring safety.
Change Log — 3 to 7 August 2026
Regime whipsaw, round three: this is now a documented pattern rather than an event, and it is worth stating plainly. Two editions ago cooling CPI gave bond proxies relief. Last edition the 30-year hit its highest since 2007 and that relief was withdrawn. This period it came back: the economy lost 23,000 jobs in July against expectations near 86,000, September hike odds fell from 55% to 44%, and money markets stopped pricing any 2026 hike before December. The rate input to this screen has now reversed direction three editions running — which is itself the most useful conclusion here: a dividend thesis that depends on the rate path is not a thesis, it is a position.
Upgraded on rate relief (6): O (76 to 79), NEE (77 to 80), MO (74 to 77), VZ (72 to 75), KMB (76 to 78), PFE (68 to 71). These reverse the three-point adjustments applied last edition. No company-level change occurred for any of them — disclosed as pure discount-rate adjustments. CL also gains two on the same logic.
Downgraded on energy reversal (2): CVX (89 to 85) and XOM (87 to 84). Energy became the weakest S&P sector this period, down over 2%, as crude fell on White House signals of a possible Iran agreement — no deal announced. Chevron lost about 5%. Critically, both keep their Safe rating: Chevron’s $8B debt paydown and coverage improvement are structural and permanent, while the oil price that inflated the earnings is not. The score reflects the reversible part; the safety rating reflects the durable part.
Downgraded on demand (4): LOW (88 to 87), CAT (85 to 83), HD (82 to 81), TGT (70 to 69). Q2 GDP grew at a 1.5% annualised rate, down from 2.1%, with payrolls contracting. These are the four most cycle-exposed payers in the screen; the trims are small because their coverage is intact, but the demand backdrop underneath them genuinely softened.
Small relief (2): AVGO (84 to 85) and TXN (80 to 81) as the semiconductor complex rose more than 7% this period after its worst month in over fifteen years. Kept small deliberately: the complex entered that week down roughly 15% since 1 July.
Housekeeping — count corrections: two tallies in the prior edition did not reconcile and are fixed here. The safety split was stated as 20 Safe and 15 Watch in one place and 18 Safe in another; the correct figures against the table are 21 Safe and 14 Watch. Separately, ExxonMobil at a 3.4% yield was tagged in the 3.5–5% band; it belongs in 2–3.5%, which changes those two bands to 16 and 7. All band and tier counts in this edition were recomputed from the table rather than carried forward.
Next gate: inflation data lands next and is by broad consensus the deciding input for September. Inflation remains at 3.5% while hiring contracts — the combination that would force the Fed to choose. For this screen specifically, that print determines whether the six rate-relief upgrades above hold or reverse for a fourth consecutive edition.
Exclusions — did not pass hard filters
| Ticker | Reason excluded |
|---|---|
| UWMC | Newly relevant this period: fell roughly 25% after missing earnings and suspending its quarterly dividend. A live demonstration of this screen’s core premise — a falling rate path did not rescue a rate-sensitive payer with thin coverage. It never qualified here; noted because it is exactly the outcome the safety framework screens for. |
| WEN | Withdrew its 2026 outlook entirely despite beating on earnings and revenue — forward payout capacity cannot be assessed against withdrawn guidance. |
| WBA | Dividend cut in 2024 plus a multi-year decline — a yield trap, removed from the Aristocrats. |
| MMM | Consecutive-increase streak broken by the 2024 Solventum spin-off. |
| KVUE | Pending acquisition by Kimberly-Clark — capital-action disqualification. |
| INTC | Dividend reduced or suspended with free-cash-flow cover below the safety floor — unchanged by this period’s chip-complex rebound. |
| T · F | Streak reset by prior cuts; both rebuilding and below the tier floor. |
Confidence Footnotes
A note on what actually moved this period: no company in this table reported a fresh quarter. Every score change is a macro adjustment — the rate path, the energy reversal, or GDP deceleration. Dividend fundamentals move on quarterly reporting cycles, not weekly, and this edition does not pretend otherwise.
O · NEE · MO · VZ · PFE · KMB · CL — upgraded on rate relief alone. Coverage unchanged; these seven reverse first and fastest if the next inflation print revives the hike case. This is the third consecutive edition in which this cohort has been re-scored on the rate path.
CVX · XOM — High-quality data, score marked down, safety rating held at Safe. The Q2 beats and Chevron’s $8B debt paydown were verified and are structural; the commodity price that amplified them reversed. Separating those two is the entire point of the distinction.
LOW · CAT · HD · TGT — small trims on the demand backdrop, with GDP at 1.5% annualised and payrolls down 23,000. Coverage is intact for all four; these are cyclical-exposure flags, not safety downgrades.
AVGO · TXN — small relief on the chip complex’s 7%-plus week, kept deliberately modest given the complex is still well below its early-July level.
JNJ · PG · ABT · ITW · ADP · MSFT · V · MA — unchanged. In a period where the rate call inverted, energy reversed and cyclicals softened, these names required no adjustment at all. That is the property worth paying for in this screen.
Season-wide context: 86% of reporting S&P 500 companies beat EPS estimates, the highest rate since Q2 2021 — but excluding Alphabet’s and Amazon’s one-time investment gains, the surprise magnitude falls from 29.2% to 10.9%. “The season was strong” is a weaker argument for any individual holding than the headline suggests.
Market Context
The rate input to this screen reversed for the third consecutive edition. The economy lost 23,000 jobs in July against expectations near 86,000, with May and June revised down a combined 103,000 and the twelve-month hiring average falling to 34,000. Unemployment fell to 4.1% only because 264,000 people left the labour force, pushing participation to 61.4%, a five-year low. September rate-hike odds fell from 55% to 44%, and money markets stopped pricing any 2026 hike before December.
For dividend investors that reverses last edition’s headwind: the bond-proxy cohort — REITs, telecom, tobacco, utilities and high-yield pharma — regains the relative-appeal ground it lost when the 30-year hit its highest level since 2007. Energy moved the other way, from beat-driven strength to the weakest S&P sector, down over 2%, as crude fell on White House signals of a possible Iran agreement with no deal announced.
Meanwhile the S&P closed at a record 7,757.64, up 3.6%, gold pushed above $4,400 with miners the top industry group, and Q2 GDP slowed to a 1.5% annualised rate from 2.1% — a softening demand backdrop for the screen’s cyclical payers. The durable conclusion after three consecutive reversals: coverage, payout discipline and balance-sheet strength are the only inputs here that have not changed direction, and they are the only ones that determine whether a dividend actually gets paid.
What this run shows
This dividend screener ranks US payers on the durability of the payment rather than the size of the yield. Free-cash-flow cover, payout ratio, debt level and the length of the consecutive-increase streak drive the safety verdict, while tier classification separates 25-year Aristocrats and Kings from faster-growing younger payers and from higher-yield names that need monitoring. A high yield never lifts a score on its own: yield-trap detection screens for payouts above 90%, cover below 1.2× and any recent cut.
The week of 3–7 August produced the third consecutive reversal of the rate input. A negative payrolls print cut September hike odds from 55% to 44%, and six bond-proxy names were upgraded on that alone — Realty Income (O) to 79, NextEra (NEE) to 80, Altria (MO) to 77 — reversing the trims applied last edition, with no company-level change whatsoever. Chevron (CVX) and ExxonMobil (XOM) moved the other way on the energy reversal, dropping four and three points respectively while keeping their Safe ratings, because the $8B debt paydown behind them is structural and the oil price that amplified the earnings is not.
The most important line in this run is the one that did not move: not a single safety verdict changed, since no company in the table reported a fresh quarter. Johnson & Johnson (JNJ) holds the top score at 94 for precisely that reason — 2.6× cover, a 48% payout and 63 years of increases needed no adjustment in a week when the rate call, the energy sector and the cyclical backdrop all moved. After three consecutive whipsaws, that is the conclusion worth keeping: coverage and payout discipline are the only inputs here that have not changed direction. This is a systematic starting point for research, not a recommendation to act.
What does the ESEN dividend score measure?
It measures whether a dividend is likely to keep being paid and raised, not how large it is today. The inputs are free-cash-flow cover, payout ratio, debt level, streak length and dividend growth rate. A 7% yield with 1.2× cover scores below a 2% yield with 3× cover, because the screen ranks durability rather than current income.
What is the difference between the T1, T2, T3 and T4 tiers?
T1 covers Dividend Aristocrats and Kings with 25 or more consecutive years of increases — the safety core. T2 covers payers with 10 to 24 years and typically faster growth rates. T3 is income-focused with higher current yields. T4 is a high-yield watch tier where the payment requires active monitoring rather than assumed continuity.
How is FCF cover calculated and what is a safe level?
Free-cash-flow cover divides trailing twelve-month free cash flow by total dividends paid. Cover at or above 2.0× means the company generates twice the cash it distributes, leaving room for a downturn. Below 1.5× the margin is thin enough that one weak year could force a choice between the dividend and the balance sheet.
What is a dividend yield trap?
A yield trap is a high headline yield produced by a falling share price rather than a rising payment, where the dividend itself is at risk. Detection screens for yields above 7% paired with payouts above 90%, yields above 5% with cover below 1.2×, and any recent cut or suspension. A suspended dividend disqualifies a name outright.
Why do safety ratings stay fixed when scores change?
Because scores and safety measure different things. A score reflects overall attractiveness including macro context; a safety verdict reflects only the company’s ability to fund the payment. Cover, payout and debt come from quarterly cash flow, so they cannot move on a change in the rate path. A safety rating that tracked the ten-year would not be measuring safety.
How often is this dividend screen updated?
The screen is rebuilt weekly, though dividend fundamentals update on quarterly reporting cycles. In weeks where no company in the table reports, every score change is a macro adjustment and the change log states that explicitly. Streaks are verified to the year against Aristocrat and King index records rather than carried forward.
Methodology: quality-dividend framework — tier classification (T1 Aristocrat or King at 25 years or more, T2 Growth at 10 to 24 years, T3 Income, T4 High-Yield Watch). Safety scoring uses free-cash-flow cover (trailing twelve-month free cash flow divided by dividends), payout ratio, debt level and streak length, and is deliberately insulated from rate and price moves. Yield-trap detection screens for yields above 7% with payouts above 90%, yields above 5% with cover below 1.2×, and recent cuts. Streak, payout, cover and debt reflect the most recently verified filings within a 90-day freshness window; score adjustments reflect this period’s verified macro developments. All tier, band and safety counts are recomputed from the ranked table each edition rather than carried forward.
Data freshness: dividend declarations, yields and payout ratios from the latest filings within 90 days. Streaks verified to the year against Aristocrat and King records. Regime and catalyst context verified through the 7 August 2026 close; published 13 August 2026. Yields move with price — confirm live values before any action.
For informational and educational purposes only. This is a systematic data output, not investment advice. ESEN Analytics Systems is a research and analytics SaaS platform.