Dividend growth stocks for investors after 'Liberation Day'

Seeking Alpha News (Wed, 02-Apr 10:39 AM)

Dividend growth stocks are a great option for investors during periods of market uncertainty, and especially as companies and consumers digest the arrival of tariff impositions.

“Investing in companies that grow their dividend is particularly impactful during this uncertain tariff environment because companies that have a decades-long track record of growing dividends don't just suddenly stop growing their dividend because there are tariffs,” said David Bahnsen, chief investment officer at The Bahnsen Group. “Companies that are committed to growing their dividend tend to do so for a very long time.”

He added that the financials (XLF), energy (XLE), consumer staples (XLP), and healthcare sectors (XLV) carry lots of high-quality dividend growth stocks that have performed well year-to-date.

The following are the 20 best dividend growth stocks. These are buy-rated stocks by Seeking Alpha’s Quant metrics, at least grade “B+” of growth and “B+” in dividend growth grade, and at least 2% in forward dividend yield.

  • The Clorox Co. (CLX) – Dividend growth: A+; Yield FWD: 3.30%; SA Quant rating: 4.86%
  • Cummins Inc. (CMI) – Dividend growth: A+; Yield FWD: 2.31%; SA Quant rating: 3.86%
  • Seagate Technology Holdings (STX) – Dividend growth: A+; Yield FWD: 3.41%; SA Quant rating: 4.36%
  • Copa Holdings (CPA) – Dividend growth: A; Yield FWD: 7.06%; SA Quant rating: 4.47%
  • CareTrust REIT (CTRE) – Dividend growth: A; Yield FWD: 4.71%; SA Quant rating: 4.78%
  • Gildan Activewear (GIL) – Dividend growth: A; Yield FWD: 2.01%; SA Quant rating: 4.26%
  • Mitsui & Co. (OTCPK:MITSY) – Dividend growth: A; Yield FWD: 3.53%; SA Quant rating: 3.81%
  • The Hanover Insurance (THG) – Dividend growth: A; Yield FWD: 2.06%; SA Quant rating: 4.88%
  • Donegal Group (DGICA) – Dividend growth: A-; Yield FWD: 3.50%; SA Quant rating: 4.94%
  • Essential Properties Realty (EPRT) – Dividend growth: A-; Yield FWD: 4.64%; SA Quant rating: 4.50%
  • Gilead Sciences (GILD) – Dividend growth: A-; Yield FWD: 2.84%; SA Quant rating: 4.89
  • NETSTREIT Corp. (NTST) – Dividend growth: A-; Yield FWD: 5.32%; SA Quant rating: 4.53
  • Wipro Limited (WIT) – Dividend growth: A-; Yield FWD: 2.25%; SA Quant rating: 4.67
  • Agree Realty Corp. (ADC) – Dividend growth: B+; Yield FWD: 3.95%; SA Quant rating: 4.18
  • ARC Resources (OTCPK:AETUF) – Dividend growth: B+; Yield FWD: 2.60%; SA Quant rating: 4.57
  • DBS Group Holdings (OTCPK:DBSDY) – Dividend growth: B+; Yield FWD: 5.25%; SA Quant rating: 4.90
  • Gladstone Capital (GLAD) – Dividend growth: B+; Yield FWD: 7.17%; SA Quant rating: 4.71
  • Getty Realty Corp. (GTY) – Dividend growth: B+; Yield FWD: 6.08%; SA Quant rating: 4.25
  • Norfolk Southern Corp. (NSC) – Dividend growth: B+; Yield FWD: 2.28%; SA Quant rating: 3.79
  • Realty Income (O) – Dividend growth: B+; Yield FWD: 5.64%; SA Quant rating: 4.12