Seeking Up to 10% Dividend Yield? Analysts Suggest 2 Dividend Stocks Worth Buying

Wall Street analysts are identifying income-generating dividend stocks for 2026, highlighting Apollo Commercial Real Estate (ARI) and OneMain Holdings (OMF). ARI, a REIT, offers a 10% yield and reported Q3 distributable EPS beating consensus, earning a 'Strong Buy' consensus with J.P. Morgan citing strong loan portfolio management and capital redeployment potential. OneMain Holdings, a consumer lender, provides a 7% yield, demonstrated robust Q3 revenue and EPS growth, and holds a 'Moderate Buy' consensus, with TD Cowen noting stabilizing credit trends and profitable expansion. Both companies are positioned as attractive income plays with significant total return potential, supported by solid fundamentals and analyst endorsements.

Analysis

Wall Street analysts are identifying income-generating dividend stocks for 2026, with Apollo Commercial Real Estate (ARI) highlighted for its 10% yield. ARI reported Q3 distributable EPS of $0.30, exceeding consensus by $0.05, driven by lower provision expenses and zero realized losses, despite a 14% year-over-year revenue decline.

ARI's $8.3 billion loan portfolio is 98% floating-rate and 98% first-mortgage, indicating a senior, interest-rate-hedged strategy. J.P. Morgan views strength in condo sales as a catalyst for capital redeployment and DEPS accretion, positioning ARI for higher Net Interest Income (NII) and earnings growth. The stock holds a unanimous Strong Buy consensus with an average 11% upside to its $10.92 price target.

OneMain Holdings (OMF), a consumer lender with a 7% dividend yield, demonstrated robust Q3 2025 performance. The company reported a 9% year-over-year revenue increase to $1.6 billion and a significant rise in non-GAAP diluted EPS to $1.90. Managed receivables grew 6% year-over-year to $25.9 billion.

TD Cowen noted management's constructive view on credit trends, including stabilizing card book losses, and sees OMF growing profitably. This performance, coupled with a guidance raise, suggests potential for increased capital distribution. OMF carries a Moderate Buy consensus, with an average price target of $64.33, indicating a 7% upside.

Key Decisions for Investors

• Investors seeking high-yield income should evaluate Apollo Commercial Real Estate (ARI) given its 10% dividend yield, Q3 distributable EPS beat, and analyst confidence in its floating-rate portfolio and capital redeployment potential.
• Consider OneMain Holdings (OMF) for exposure to the consumer lending sector, noting its 7% dividend yield, robust Q3 revenue and EPS growth, and management's positive outlook on credit trends.
• Monitor commercial real estate market dynamics and sub-prime credit quality, as these are critical factors influencing the sustainability of dividends and growth for ARI and OMF, respectively.
• Factor in the potential for significant total returns, with analysts projecting 22% for ARI and 27% for OMF, combining current dividend yields with anticipated price appreciation.