When markets get choppy, dividend stocks suddenly look a lot more attractive. There's something comforting about companies that generate enough free cash flow to actually send money back to shareholders, especially when everything else feels uncertain. These high-yielding industrials are exactly that kind of refuge, though as we'll see, not all dividend stories are created equal.
Let's look at what some of Wall Street's most accurate analysts are saying about three industrial sector companies currently offering dividend yields above 7%. Spoiler alert: recent earnings haven't exactly been stellar across the board.
Robert Half Inc.: The Highest Yielder at 8.85%
Robert Half Inc. (RHI) is currently sporting an impressive 8.85% dividend yield, the kind of number that makes income investors do a double-take. But there's a reason that yield is so high, and it's not always a happy one.
Manav Patnaik at Barclays maintained an Equal-Weight rating on October 23, 2025, while cutting his price target from $45 down to $36. This analyst has a 74% accuracy rate, so his caution carries some weight. Meanwhile, Tobey Sommer at Truist Securities kept a Buy rating but slashed his price target from $55 to $50 on October 13, 2025. Sommer's accuracy rate sits at 70%.
The context here matters: On October 22, Robert Half reported quarterly results that missed expectations. When a company's dividend yield climbs this high, it often means the stock price has fallen faster than the company has cut its dividend. That's something to watch carefully.
Karat Packaging Inc.: An 8.10% Yield With Mixed Signals
Karat Packaging Inc. (KRT) comes in second with an 8.10% dividend yield. The analyst community here shows some interesting divergence in opinion.
Jake Bartlett at Truist Securities maintained a Hold rating on May 12, 2025, but did raise his price target from $28 to $31. Bartlett has a 66% accuracy rate. Less optimistically, Ryan Merkel at William Blair downgraded the stock from Outperform to Market Perform on January 2, 2025. Merkel's accuracy rate is 65%.
The company posted weaker-than-expected third-quarter earnings on November 6, which helps explain why analysts are taking a more cautious stance. A Hold rating paired with a price target increase suggests some belief in stabilization, but the downgrade from William Blair indicates not everyone is convinced.
Insperity Inc.: A 7.35% Yield With Recent Guidance Cuts
Insperity Inc. (NSP) rounds out our trio with a 7.35% dividend yield. This one comes with some particularly concerning recent news.
Tobey Sommer at Truist Securities (yes, the same analyst who covers Robert Half) maintained a Hold rating on November 4, 2025, while cutting his price target from $50 down to $35. His 70% accuracy rate makes this move worth noting. Andrew Polkowitz at JP Morgan maintained an Underweight rating and slashed his price target from $51 to $34 on the same day. Polkowitz has a 72% accuracy rate.
The timing of these moves is telling: On November 3, Insperity reported third-quarter financial results that fell short of expectations and cut both its FY25 adjusted EPS and GAAP EPS guidance below analyst estimates. When a company misses earnings and lowers future guidance, that's a double whammy that typically sends analysts scrambling to adjust their models.
The Bigger Picture on High-Yield Dividends
Here's the thing about dividend yields in the 7% to 9% range: they're attractive for a reason, and that reason isn't always good. Sometimes you get a high yield because the market has hammered the stock price down due to legitimate business concerns. These companies all have high free cash flow, which is genuinely positive, but recent earnings disappointments across all three names suggest investors should look beyond just the yield number.
When multiple analysts with accuracy rates above 65% are cutting price targets and maintaining cautious ratings, it pays to listen. These aren't knee-jerk reactions; they're informed assessments from professionals who have proven track records of getting calls right more often than not.
The appeal of dividend stocks during market turbulence is real. Regular income payments provide a cushion when capital appreciation looks uncertain. But it's worth remembering that dividends can be cut if business conditions deteriorate enough. All three of these companies are worth watching closely in the coming quarters to see whether they can stabilize their operations and maintain those generous payouts.