Marketdash
Back to News

Top Analysts Highlight Three Financial Stocks Paying Double-Digit Dividend Yields

MarketDash Editorial Team
2 hours ago
When markets get shaky, dividend stocks become investor favorites. Here's what Wall Street's most accurate analysts are saying about three financial sector names yielding over 10%, including their latest ratings, price targets, and what makes these high-payout companies worth watching.

When markets start feeling wobbly, there's a predictable shift in investor behavior: people start hunting for dividend-yielding stocks. It makes sense. These are typically companies generating solid free cash flows and sharing the wealth with shareholders through regular payouts. And when those yields climb into double-digit territory, they really start turning heads.

Let's look at what some of Wall Street's most accurate analysts are saying about three financial sector stocks currently offering dividend yields north of 10%. These aren't just any analyst opinions, these come from analysts with proven track records of accuracy ranging from 63% to 70%.

Annaly Capital Management Inc. (NLY)

Dividend Yield: 12.60%

Annaly Capital Management is delivering an impressive dividend yield of 12.60%, making it one of the more attractive income plays in the financial sector right now. Here's what top analysts are saying:

JP Morgan analyst Richard Shane, who maintains a 69% accuracy rate, kept his Overweight rating on the stock and bumped up his price target from $21 to $22 on October 20, 2025. That's a vote of confidence in the company's trajectory.

Meanwhile, Barclays analyst Mark Devries, working with a 66% accuracy rate, maintained an Equal-Weight rating while raising his price target from $19 to $20 on October 6, 2025. Not quite as bullish as JP Morgan, but still seeing upside potential.

On the news front, Annaly Capital Management posted upbeat quarterly results on October 22, which likely contributed to the positive analyst sentiment we're seeing.

PennyMac Mortgage Investment Trust (PMT)

Dividend Yield: 12.69%

PennyMac Mortgage Investment Trust edges out Annaly with a 12.69% dividend yield, the highest of the three stocks we're examining. The analyst picture here is a bit more cautious:

Keefe, Bruyette & Woods analyst Bose George, boasting a 70% accuracy rate (the highest among all analysts mentioned here), downgraded the stock from Outperform to Market Perform on July 25, 2025. He also cut his price target from $14.50 to $13.50. That's a meaningful shift that income-focused investors should note.

Wells Fargo analyst Michael Kaye, with a 68% accuracy rate, maintained his Equal-Weight rating but also reduced his price target from $14 to $13 on May 2, 2025. The pattern here suggests analysts see the stock as fairly valued at current levels, even with that juicy yield.

More recently, on December 11, PennyMac Mortgage Investment Trust priced a reopening of $75 million of 8.500% exchangeable senior notes due 2029. That's corporate finance speak for raising capital through debt that can potentially convert to equity.

Ares Commercial Real Estate Corp. (ACRE)

Dividend Yield: 11.54%

Ares Commercial Real Estate rounds out our trio with an 11.54% dividend yield, still firmly in double-digit territory. The analyst community here seems reasonably constructive:

Keefe, Bruyette & Woods analyst Jade Rahmani (the same firm that downgraded PennyMac, but a different analyst) maintained a Market Perform rating while raising the price target from $4.50 to $4.75 on November 11, 2025. This analyst carries a 69% accuracy rate.

JMP Securities analyst Steven Delaney maintained a Market Perform rating on April 11, 2025. His accuracy rate stands at 63%.

The company delivered some good news on November 7 when Ares Commercial Real Estate posted better-than-expected third-quarter financial results. Beating expectations is always a positive signal, especially for companies in the real estate sector where performance can vary significantly.

The Bigger Picture on High-Yield Dividend Stocks

What makes these stocks particularly interesting right now is their combination of high yields and relatively stable analyst coverage from proven forecasters. While none of these stocks are getting screaming "buy" ratings across the board, the analyst community with strong accuracy records is generally maintaining neutral to positive stances.

For investors considering these high-yielding financial stocks, the key is understanding what you're getting. These dividend yields don't exist in a vacuum. They reflect both the income-generating capacity of these companies and the market's assessment of their risk profiles. Real estate investment trusts and mortgage-focused companies can offer substantial yields, but they also come with exposure to interest rate movements and real estate market conditions.

The fact that analysts with accuracy rates consistently above 65% are maintaining coverage and updating price targets suggests these aren't forgotten corners of the market. They're actively followed, analyzed, and worth consideration for income-focused portfolios, particularly during periods when market volatility makes steady cash flows more appealing.

Back to News

Top Analysts Highlight Three Financial Stocks Paying Double-Digit Dividend Yields

MarketDash Editorial Team
2 hours ago
When markets get shaky, dividend stocks become investor favorites. Here's what Wall Street's most accurate analysts are saying about three financial sector names yielding over 10%, including their latest ratings, price targets, and what makes these high-payout companies worth watching.

When markets start feeling wobbly, there's a predictable shift in investor behavior: people start hunting for dividend-yielding stocks. It makes sense. These are typically companies generating solid free cash flows and sharing the wealth with shareholders through regular payouts. And when those yields climb into double-digit territory, they really start turning heads.

Let's look at what some of Wall Street's most accurate analysts are saying about three financial sector stocks currently offering dividend yields north of 10%. These aren't just any analyst opinions, these come from analysts with proven track records of accuracy ranging from 63% to 70%.

Annaly Capital Management Inc. (NLY)

Dividend Yield: 12.60%

Annaly Capital Management is delivering an impressive dividend yield of 12.60%, making it one of the more attractive income plays in the financial sector right now. Here's what top analysts are saying:

JP Morgan analyst Richard Shane, who maintains a 69% accuracy rate, kept his Overweight rating on the stock and bumped up his price target from $21 to $22 on October 20, 2025. That's a vote of confidence in the company's trajectory.

Meanwhile, Barclays analyst Mark Devries, working with a 66% accuracy rate, maintained an Equal-Weight rating while raising his price target from $19 to $20 on October 6, 2025. Not quite as bullish as JP Morgan, but still seeing upside potential.

On the news front, Annaly Capital Management posted upbeat quarterly results on October 22, which likely contributed to the positive analyst sentiment we're seeing.

PennyMac Mortgage Investment Trust (PMT)

Dividend Yield: 12.69%

PennyMac Mortgage Investment Trust edges out Annaly with a 12.69% dividend yield, the highest of the three stocks we're examining. The analyst picture here is a bit more cautious:

Keefe, Bruyette & Woods analyst Bose George, boasting a 70% accuracy rate (the highest among all analysts mentioned here), downgraded the stock from Outperform to Market Perform on July 25, 2025. He also cut his price target from $14.50 to $13.50. That's a meaningful shift that income-focused investors should note.

Wells Fargo analyst Michael Kaye, with a 68% accuracy rate, maintained his Equal-Weight rating but also reduced his price target from $14 to $13 on May 2, 2025. The pattern here suggests analysts see the stock as fairly valued at current levels, even with that juicy yield.

More recently, on December 11, PennyMac Mortgage Investment Trust priced a reopening of $75 million of 8.500% exchangeable senior notes due 2029. That's corporate finance speak for raising capital through debt that can potentially convert to equity.

Ares Commercial Real Estate Corp. (ACRE)

Dividend Yield: 11.54%

Ares Commercial Real Estate rounds out our trio with an 11.54% dividend yield, still firmly in double-digit territory. The analyst community here seems reasonably constructive:

Keefe, Bruyette & Woods analyst Jade Rahmani (the same firm that downgraded PennyMac, but a different analyst) maintained a Market Perform rating while raising the price target from $4.50 to $4.75 on November 11, 2025. This analyst carries a 69% accuracy rate.

JMP Securities analyst Steven Delaney maintained a Market Perform rating on April 11, 2025. His accuracy rate stands at 63%.

The company delivered some good news on November 7 when Ares Commercial Real Estate posted better-than-expected third-quarter financial results. Beating expectations is always a positive signal, especially for companies in the real estate sector where performance can vary significantly.

The Bigger Picture on High-Yield Dividend Stocks

What makes these stocks particularly interesting right now is their combination of high yields and relatively stable analyst coverage from proven forecasters. While none of these stocks are getting screaming "buy" ratings across the board, the analyst community with strong accuracy records is generally maintaining neutral to positive stances.

For investors considering these high-yielding financial stocks, the key is understanding what you're getting. These dividend yields don't exist in a vacuum. They reflect both the income-generating capacity of these companies and the market's assessment of their risk profiles. Real estate investment trusts and mortgage-focused companies can offer substantial yields, but they also come with exposure to interest rate movements and real estate market conditions.

The fact that analysts with accuracy rates consistently above 65% are maintaining coverage and updating price targets suggests these aren't forgotten corners of the market. They're actively followed, analyzed, and worth consideration for income-focused portfolios, particularly during periods when market volatility makes steady cash flows more appealing.