Wall Street Analysts Highlight Three Dividend-Paying Energy Stocks Amid Geopolitical Tensions
Top Wall Street analysts have recommended Enterprise Products Partners, Chord Energy, and Devon Energy as dividend stocks for investors seeking stability. These selections come as Middle East tensions influence commodity prices and market volatility. The recommendations are based on analyses of cash flows, free cash flow yields, and growth prospects tracked by TipRanks.
8 sourcesGeopolitical tensions in the Middle East have increased volatility in global markets. Investors are turning to dividend-paying stocks for stability. Wall Street analysts, as tracked by TipRanks, have identified three energy sector stocks offering consistent dividends and potential upside from higher commodity prices.
Enterprise Products Partners (EPD) operates as a midstream energy services provider for natural gas, natural gas liquids, crude oil, refined products, and petrochemicals. 9%. An analyst from RBC Capital reiterated a buy rating on EPD ahead of its first-quarter 2026 earnings.
The analyst raised the price target to $42 from $40, citing modestly higher estimates and valuation multiples due to potential increases in commodity prices. Expectations include a muted impact from Middle East tensions on first-quarter 2026 results, as price increases occurred later in the quarter.
The forward curve for West Texas Intermediate crude has risen, providing a supportive outlook for 2026.
541 billion, with possible additional upside from higher commodity prices and spot cargoes. Growth projects are set to start operations in 2027, contributing to a step-up in performance.
Story Timeline
5 events- April 2026
RBC Capital analyst reiterates buy rating on Enterprise Products Partners ahead of Q1 earnings.
1 sourceCNBC - Recent (pre-April 2026)
Morgan Stanley analyst upgrades Chord Energy to buy and raises price target.
1 sourceCNBC - February 2026
Devon Energy announces merger with Coterra Energy to form larger Permian Basin operator.
1 sourceCNBC - Q1 2026
Devon Energy pays quarterly dividend of 24 cents per share.
1 sourceCNBC - Q4 2025
Devon Energy achieves 85% of $1 billion annual free cash flow increase target.
1 sourceCNBC
Potential Impact
- 01
Devon Energy merger completes to create second-largest U.S. independent producer.
- 02
Growth projects start for Enterprise Products Partners in 2027, lifting performance.
- 03
Devon Energy increases quarterly dividend by 31% post-merger.
- 04
Chord Energy reduces net leverage below 0.5 times by end of 2026 at $80 WTI.
- 05
Higher commodity prices boost EBITDA estimates for Enterprise Products Partners in 2026.
- 06
Longer lateral drilling expands to 80% of Chord Energy's 2026 wells.
Transparency Panel
Related Stories
SemaforUS Energy Secretary Sees Aggressive Timeline for Oil Prices to Decline by Summer
US Energy Secretary Chris Wright stated that a decline in oil and gas prices by this summer represents an aggressive timeframe. His comments followed President Donald Trump's remark that gas prices could rise before midterm elections. Separately, Chinese industrial profits rose 1…
Washington ExaminerQantas Airways Cuts Domestic Capacity Amid Surging Fuel Costs from Iran War
Qantas Airways has reduced its domestic flight capacity due to sharply increased fuel costs linked to the war in Iran. German officials announced a temporary cut in gasoline and diesel duties to ease consumer impacts. Protests over high fuel prices have erupted in Ireland, blocki…
Ballota / Wikimedia (CC BY-SA 4.0)USS George H.W. Bush Carrier Strike Group Sails Around Africa to Avoid Houthi-Controlled Waters
The USS George H.W. Bush and its escorts are taking an extended route around the southern tip of Africa to reach the Persian Gulf. This path bypasses the Strait of Gibraltar, the Mediterranean Sea, and the Red Sea, including the Bab el-Mandeb Strait. The decision avoids areas con…