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The first quarter of 2026 is officially behind us, and everything old is new again. War in the Middle East, political deadlocks in DC, and an increasingly uncertain environment in the stock markets. In times like these, investors are naturally going to seek out ways to strengthen their portfolios. A perennially favorite move: high-yield dividend stocks.
The reason is simple. Dividend stocks always have plenty of strengths in any investment portfolio. The best dividend payers feature both reliable payment schedules and high yields – a combination that ensures these stocks are both a strong asset and a steady income stream, no matter how the markets turn.
Wall Street analysts continue to scan the dividend space for income opportunities, with some pointing to high-yield names offering 8% or more alongside potential double-digit upside. We turned to the TipRanks database to take a closer look at two of these picks and see what’s driving the constructive views.
Kimbell Royalty Partners (KRP)
The first dividend stock on today’s list is Kimbell Royalty Partners, a major owner of mineral and royalty rights in the US energy industry. Kimbell was formed in 2015, and today operates as one of the leading oil and gas mineral and royalty companies. The firm, based out of Fort Worth, Texas, is not a direct energy producer; rather, it builds up a portfolio of holdings in hydrocarbon-rich areas and collects royalty payments when those resources are developed by outside parties.
Kimbell got its start with a single holding in Texas’ Permian Basin, the basin which today is widely known as one of the richest oil and gas-bearing geological formations in the world, and which in recent years has helped to make the US a net oil exporter. Nowadays, Kimbell’s portfolio includes mineral and royalty interests in more than 17 million gross acres located in 28 US states. The company’s holdings are located in all of the major onshore basins of the Lower 48, and Kimbell has ownership of more than 133,000 gross wells. Over 53,000 of these wells are located in the Permian Basin.
Kimbell realized a run-rate daily production in Q425, the last period with data on record, of 25,627 Boe/d – barrels of oil equivalent per day. Based on this, the company brought in oil, natural gas, and natural gas liquids revenue totaling $76 million; the company’s total revenue in the quarter, $82.5 million, was up more than 23% for the quarter and beat the forecast by $5.36 million. At the bottom line, Kimbell reported an EPS of $0.21; this was a marked turnaround from the 48-cent EPS loss reported in the prior-year period.
At the end of Q4, Kimbell had cash available for distribution of $46.84 million. This figure directly supports the company’s cash dividend, which was set at $0.37 per common share on February 26 of this year. The dividend was paid out on March 25. At the annualized rate of $1.48 per common share, this dividend gives a forward yield of 10%.
For KeyBanc analyst Tim Rezvan, this company’s dividend is a key point worth a closer look. He writes: “We do not believe jawboning by the Trump administration will cause a cessation in violence. We expect Iran to continue extracting global economic pain by controlling the Strait of Hormuz… We see KRP units with a 13.5% NTM distribution yield, well above the prior 10.5% yield forecast we had under our old mid-$60s oil deck. We have conviction in our yield modeling, given the simplicity and consistency of Kimbell’s cash return framework (75% of Distributable CF paid via a variable quarterly distribution). Also, virtually all of Kimbell’s distributions in recent years have been tax-free reductions in basis, vs. taxable distributions… We see an attractive setup here for value investors, from a total return perspective…”
Rezvan’s take backs up his Overweight (i.e, Buy) rating, and his $17 price target points to 15% upside over the next year. Layer in KRP’s forward dividend yield, and the total return picture starts to look even more compelling, with the potential to reach 25%. (To watch Rezvan’s track record, click here)
More broadly, Wall Street leans constructive on Kimbell. The stock carries a Moderate Buy consensus rating, based on 5 recent analyst reviews that include 3 Buys, one Hold, and one Sell. With shares trading at $14.76 and an average price target of $17.20, the Street sees about 16.5% upside over the next 12 months. (See KRP stock forecast)
One Liberty Properties (OLP)
The next dividend name flies a bit under the radar, but it’s worth a closer look. One Liberty Properties is a real estate investment trust, or REIT. REITs are built to generate income from real estate and pass much of it back to shareholders. Because of the way they’re taxed, they’re effectively required to distribute a large share of their earnings, which is why dividends tend to play such a central role in the story.
One Liberty is a REIT with a focus on industrial properties. The company reported that 40% of its property assets were industrial in 2018, but that number has increased to more than 80% by this year. The increase in the industrial side of the company’s portfolio is a direct reflection of a multi-year strategy to reposition to a more industrial-heavy strategy. One Liberty describes this strategy as positioning itself for increased visibility and growth in earnings.
The company assembles its portfolio according to a defined set of criteria. These include a defined deal size of $5 million to $50 million, with a ‘sweet spot’ in the range of $10 million to $20 million. One Liberty targets primary and secondary metropolitan statistical areas (MSAs), and while the company states that it is ‘ok’ with smaller markets, it avoids tertiary MSAs. One Liberty prefers functional warehouses and flex buildings, as well as single-tenant properties. The company is willing to make leases with tenants that are smaller or sub-investment grade, and while it prefers long-term leases, it has arranged deals for terms of 5 years or less.
Following this strategy, One Liberty has put together a portfolio of 112 properties across 33 states. In addition to industrial properties, One Liberty’s portfolio includes retail, restaurant, fitness, and office spaces. Taken together, the company’s properties add up to 12,426,588 square feet of leasable space.
In 2025, One Liberty acquired 13 industrial properties for a total of $188 million. The company’s funds from operations (FFO), a key metric for REITs that supports the dividend payment, came to $0.50 per share in 4Q25, and $1.15 for the full year.
On March 5, this company reported its regular quarterly dividend and set the payment at 45 cents per share for distribution on April 6. At this rate, the dividend annualizes to $1.80 per share and gives a forward yield of 8.2%.
This high-yielding dividend stock has caught the attention of B. Riley’s 5-star analyst John Massocca, who notes the company’s strong industrial acquisition strategy and its high potential as a long-term leader in the REIT sector.
“OLP completed the acquisition of two large industrial portfolios in the final month of 2025/first month of 2026… We continue to believe this move from a mixed retail and industrial single-tenant net lease (STNL) portfolio to solely industrial can drive multiple expansion. Namely, investors have historically favored more focused REITs, and a potential reclassification from diversified to industrial could remove an association with other net lease REITs that have office exposure. Furthermore, we believe this potentially multiple expanding portfolio shift can occur while OLP grows its bottom line… Longer term, we also think a portfolio mix shift to industrial will allow OLP to become more oriented towards internal rent growth, given both higher typical escalators on industrial leases vs. retail, and mark to market opportunities on re-leasing of properties,” Massocca opined.
Following from all of this, Massocca sets a Buy rating on OLP shares and complements that with a price target of $27.50, suggesting a ~25% gain on the one-year time horizon. With the dividend yield added to that upside, the total one-year return here may climb to 33%. (To watch Massocca’s track record, click here)
Overall, OLP has only picked up 2 recent analyst reviews, and those split evenly to 1 Buy and 1 Hold for a Moderate Buy consensus rating. The shares are priced at $22.05, and the average price target of $26.25 implies room for a 19% gain in the next 12 months. (See OLP stock forecast)
To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.
Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.