J.P. Morgan’s July Focus Listing spotlights 5 dividend shares with yields as much as 12% as markets commerce close to all-time highs heading into Q3 earnings.
EPR Properties (EPR) earns its spot with a secure, rising 6% month-to-month dividend and high projected earnings progress amongst net-lease REITs.
Annaly Capital (NLY) stands out with an enormous 12.5% yield, making it the listing’s premier passive-income play with a J.P. Morgan goal of $24.
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All the foremost Wall Road corporations we cowl right here at 24/7 Wall St. have an inventory of the highest inventory picks for his or her institutional and retail purchasers to spend money on. Sometimes, these are firms that analysts have a excessive degree of conviction in and really feel strongly about their fundamentals and forward-looking prospects. As well as, they usually have robust upside to the assigned value goal and are assigned a Purchase or Chubby score, relying on the corporate offering the protection. After a livid rally off the February lows and with all main indices buying and selling at or close to all-time highs, many buyers are treading fastidiously as we begin the third quarter of 2026. With earnings season proper across the nook, we had been very to see which shares had been on the July version of J.P. Morgan’s Analyst Focus Listing. All will present buyers with regular passive earnings and have the potential to ship strong complete returns.
The analysis staff at J.P. Morgan updates its U.S. Analyst Focus Listing month-to-month, as the corporate describes:
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The U.S. Analyst Focus Listing is up to date month-to-month. Names could also be eliminated mid-month when a valuation goal has been largely or wholly achieved, or the unique rationale is now not legitimate. New concepts can be added mid-month. Analysts will publish the reason for all mid-month adjustments in a analysis notice.
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We screened the July Analyst Focus Listing, and to our shock, considered one of our favourite dividend shares was added this month. We cowl the brand new addition and located 4 extra firms on the listing that pay reliable dividends, and in some instances, huge ones.
Why will we suggest J.P. Morgan’s Analyst Focus Listing shares?
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J.P. Morgan is without doubt one of the acknowledged leaders within the funding panorama on Wall Road and worldwide. The agency’s top-notch analysis division continues to offer institutional and high-net-worth purchasers with the perfect concepts throughout the funding spectrum and is probably going to take action for years to return.
EPR Properties
This actual property funding belief (REIT) invests in a number of the hottest leisure firms and is the latest addition to the J.P. Morgan Fairness Analysts Focus Listing. EPR Properties (NYSE: EPR) is a number one experiential net-lease actual property funding belief specializing in choose enduring experiential properties and pays a 6.02% dividend. EPR not too long ago elevated its month-to-month dividend by 5.1% and expects FFO per share progress of greater than 5% in 2026, supporting continued dividend will increase. After suspending its dividend throughout COVID, it has recovered with 5 consecutive years of will increase. Its $6.9 billion property portfolio generates strong money circulation, and the month-to-month dividend of $0.31 per share is well-covered by funds from operations.
J.P. Morgan gave this transient cause for including the shares: “Excessive dividend yield >6% that we see as secure and rising, with earnings progress more likely to be towards the highest of the net-lease REIT peer group.”
The corporate operates by two segments. The Experiential section consists of roughly:
148 theater properties
59 eat and play properties
25 attraction properties
11 ski properties
4 experiential lodging properties
One gaming property
One cultural property
22 health and wellness properties
The Schooling section includes 46 early childhood schooling facilities and 9 personal faculties.
EPR Properties’ funding portfolio contains possession of and long-term mortgages on experiential and academic properties. The corporate has investments in roughly 44 states. All the corporate’s owned single-tenant properties are leased on long-term, triple-net phrases.
The J.P. Morgan value goal is $62.
And Extra
Listed here are 4 extra firms on the listing which can be regular dividend-paying shares buying and selling at affordable valuations.
Annaly Capital
With an enormous 1240% dividend yield and buying and selling proper close to the J.P. Morgan goal value, Annaly Capital Administration (NYSE: NLY) is a complete passive-income play. The corporate is a diversified capital supervisor with funding methods throughout the mortgage finance sector.
It owns a portfolio of actual estate-related investments, together with:
Mortgage pass-through certificates
Collateralized mortgage obligations
Credit score danger switch (CRT) securities
Securities representing pursuits in or obligations backed by swimming pools of mortgage loans, residential mortgage loans, and mortgage servicing rights
Its funding teams embrace:
Annaly Company Group, which invests in company mortgage-backed securities collateralized by residential mortgages.
Annaly Residential Credit score Group invests in non-agency residential mortgage belongings inside residential and business markets.
Annaly Mortgage Servicing Rights Group invests in MSR, which grants the best to service residential mortgage loans in trade for a portion of the curiosity funds on these loans.
The $24 J.P. Morgan value goal is more likely to go larger.
AT&T
AT&T (NYSE: T) is the world’s fourth-largest telecommunications firm, measured by income. The legacy telecommunications firm has undergone a prolonged restructuring course of whereas sustaining a strong dividend yield of 5.42%. 13 analysts have given the inventory a Purchase score, reflecting broad Wall Road help. AT&T offers a variety of telecommunications, media, and know-how companies worldwide. Its Communications section gives wi-fi voice and knowledge communications companies.
AT&T sells by its company-owned shops, brokers, and third-party retail shops:
AT&T additionally offers:
Information
Voice
SecuT
Cloud options
Outsourcing
Managed and offered skilled companies
Buyer premises gear for multinational companies, small and mid-sized companies, and governmental and wholesale prospects
Moreover, this section offers residential prospects with fiber broadband and legacy voice telephony companies.
It markets its communications companies and merchandise underneath:
AT&T
Cricket
AT&T Pay as you go
AT&T Fiber
The corporate’s Latin America section offers wi-fi companies in Mexico and video companies all through the area. This section markets its companies and merchandise underneath the AT&T and Unefon manufacturers.
J.P. Morgan has a $34 value goal for the inventory.
First Industrial Realty Belief
Whereas off most individuals’s radar, this REIT pays a strong 2.94% dividend and gives first rate upside to J.P. Morgan’s goal. First Industrial Realty Belief (NYSE: FR) is a self-administered and totally built-in actual property firm. The corporate is an proprietor, operator, developer, and acquirer of logistics properties. By its totally built-in working and investing platform, it offers services and customer support to multinational companies and regional corporations which can be important for his or her provide chains.
In complete, the corporate owns and has underneath improvement roughly 71.6 million sq. ft of commercial area concentrated in 15 goal MSAs. Its tenants are engaged in quite a lot of companies, together with:
E-commerce
Third-party logistics and transportation
Shopper and different manufactured merchandise
Retail and shopper companies
Meals and beverage
Lumber and constructing supplies
Wholesale items
Well being companies
Governmental and different
By a completely owned taxable REIT subsidiary of the working partnership, the working partnership owns an fairness curiosity in a three way partnership. The corporate additionally offers numerous companies to the three way partnership.
The J.P. Morgan goal value is $70.
Kontoor Manufacturers
Whereas one other off-the-radar inventory, Kontoor Manufacturers (NYSE: KTB), has large upside and well-known manufacturers, it pays an affordable 2.47% dividend. The worldwide life-style attire firm designs, manufactures, procures, sells, and licenses attire, footwear, and equipment. Its life-style, outside, and workwear manufacturers embrace Wrangler, Lee, and Helly Hansen.
The Wrangler model gives a number of sub-brands, collections, and product strains throughout the Wrangler model to focus on particular shopper demographics and shopper end-users, together with:
The Lee section gives denim, attire, footwear, and equipment for adults and kids. The Lee model gives a number of sub-brands, collections, and product strains, together with:
Lee101
Riders
Storm Rider
Lee MVP
Lee X
The Helly Hansen model is an outside and workwear model. Sub-brands embrace Helly Hansen Sport and Helly Hansen Workwear.
J.P. Morgan has set a value goal of $90.
Act now: the analyst who known as NVIDIA in 2010 simply named his high 10 AI shares — and AT&T did not make the reduce. Seize the names FREE immediately.
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