핵심요약

• 엔브리지: 400억 캐나다 달러(280억 달러) 성장 자본 프로젝트 확보, 500억 캐나다 달러(350억 달러) 추가 프로젝트 추진 중
• 31년 연속 배당 인상 기록, 연간 5% 현금흐름 성장 목표
• 엑슨모빌: 수익성 향상에 집중 중
• 넥스트에라 에너지: 청정 에너지 전환의 선두주자

도입

이 기사는 장기 투자자에게 적합한 배당주 선택을 위한 중요한 자료를 제공합니다. 특히 에너지 부문의 변화와 청정 에너지 전환이 주요 배당주들의 성장 전략에 미치는 영향을 분석하고 있습니다. 투자자는 이 기사에서 10년 장기 보유를 위한 안정적인 배당주 선택의 기준을 얻을 수 있습니다.

본문 1: 엔브리지의 성장 전략과 배당 정책

엔브리지는 400억 캐나다 달러(280억 달러) 규모의 성장 자본 프로젝트를 확보했으며, 추가로 500억 캐나다 달러(350억 달러) 규모의 프로젝트를 추진 중입니다. 이 중 대부분은 가스 및 신재생 에너지 분야로, 청정 에너지 전환에 적극적으로 참여하고 있습니다. 이러한 투자는 연간 5%의 현금흐름 성장률을 목표로 하며, 이는 안정적인 배당 인상을 지원할 것입니다. 엔브리지는 31년 연속 배당금을 인상해 왔으며, 이는 장기 투자자에게 안정적인 수익을 제공할 수 있다는 점에서 의미가 큽니다.

본문 2: 엑슨모빌의 수익성 향상 전략

엑슨모빌은 현재 수익성을 높이는 데 중점을 두고 있습니다. 이는 에너지 부문의 변화에 대응하기 위한 전략적 선택입니다. 엑슨모빌은 전통적인 석유 및 가스 사업뿐만 아니라, 신재생 에너지 분야에도 투자하며, 장기적인 성장 가능성을 모색하고 있습니다. 이러한 전략은 엑슨모빌이 에너지 부문의 변화에 유연하게 대응할 수 있도록 하는 핵심 요소입니다.

본문 3: 넥스트에라 에너지의 청정 에너지 전환 리더십

넥스트에라 에너지 또한 청정 에너지 전환의 선두주자로 자리매김하고 있습니다. 이 회사는 태양광 및 풍력 에너지 분야에서 두각을 나타내고 있으며, 이는 장기적인 성장 가능성을 높이고 있습니다. 넥스트에라 에너지는 청정 에너지 시장에서의 경쟁 우위를 유지하기 위해 지속적인 연구 개발에 투자하고 있습니다. 이는 투자자에게 안정적인 수익과 성장 가능성을 제공할 수 있는 중요한 요소입니다.

결론

엔브리지, 엑슨모빌, 넥스트에라 에너지는 각기 다른 전략을 통해 에너지 부문의 변화에 대응하고 있습니다. 엔브리지의 성장 자본 프로젝트와 배당 정책, 엑슨모빌의 수익성 향상 전략, 넥스트에라 에너지의 청정 에너지 전환 리더십은 장기 투자자에게 중요한 고려 사항입니다. 투자자는 이러한 요소들을 종합적으로 평가하여 10년 장기 보유를 위한 적합한 배당주를 선택할 수 있을 것입니다.

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원문 링크: https://www.fool.com/investing/2026/06/23/3-dividend-stocks-to-buy-and-hold-for-the-next-dec/?.tsrc=rss

3 Dividend Stocks to Buy and Hold for the Next Decade

The global economy is always adapting and evolving. As a result, companies need to remain innovative to stay ahead. Some companies have done an excellent job at keeping up with the times over the years, enabling them to grow their earnings and dividends for decades.

Enbridge ( ENB +0.22% ) , ExxonMobil ( XOM +0.25% ) , and NextEra Energy ( NEE +0.62% ) stand out for their dividend growth records. These energy companies have increased their payouts each year for more than three decades, which should continue for at least the next 10 years despite the sector's shift toward cleaner energy. That makes them ideal dividend stocks to buy and hold for the next decade.

A decade ago, Enbridge got nearly three-quarters of its earnings from its oil and liquids pipeline segment, with the rest from lower-carbon energy (gas and renewable power). Today, more than half its earnings come from lower-carbon energy. Enbridge has invested heavily to grow its cleaner energy platforms through acquisitions and organic expansion projects.

The Canadian pipeline and utility company 's shift to lower-carbon energy should continue in the coming decade. Enbridge ended the first quarter with 40 billion Canadian dollars ($28 billion) of secured growth capital projects in the backlog, which should enter service by the early 2030s. While its projects span liquids, gas, and renewables, the bulk of its spending is on cleaner energy. Meanwhile, it's pursuing about CA$50 billion ($35 billion) in additional growth capital projects, which it could approve by 2030, primarily in gas and renewables.

These projects should support about 5% annual cash flow per share growth after this year. That will give Enbridge the fuel to continue increasing its more than 5%-yielding dividend in the coming decade. The company has now raised its payout for 31 consecutive years (in Canadian dollars).

Investing in the energy needed today and in the future

ExxonMobil 's current focus is on becoming an even more profitable oil and gas producer. It's investing heavily to develop its advantaged resources (lowest cost and highest margins) while also executing a multi-year structural cost-savings program. This strategy should grow its earnings capacity by $25 billion and cash flow by $35 billion by 2030, at the same margins and prices as in 2024. That's double-digit annual growth rates.

The oil giant's plan would enable it to produce $145 billion in surplus cash during that period at $65 oil. That would give Exxon the funds to continue increasing its 3%-yielding dividend, which it has done for 43 consecutive years.

While Exxon's main focus is on producing oil and gas, the energy giant is also ramping up its investments in the energy sources we'll need in the future. It's developing carbon capture and storage, lithium, and biofuels projects. Additionally, Exxon is investing in new businesses, including Proxxima (polyolefin thermoset resin systems that outperform epoxy and polyurethane) and carbon materials. These businesses have the potential to reach $13 billion in earnings by 2040, while driving Exxon's growth for decades.

NextEra Energy owns the country's largest electric utility and is a leading clean energy development company. It has invested heavily in renewable energy over the years, driving robust growth. NextEra has increased its nearly 3%-yielding dividend for more than 30 consecutive years, including delivering double-digit compound annual dividend growth over the last two decades.

The company currently expects to invest between $295 billion and $325 billion in capex through 2032 to support surging U.S. power demand. That should give NextEra Energy the power to grow its adjusted earnings per share at a compound annual rate of more than 8% through 2032, with it highly likely to continue growing at that rate through at least 2035. That should support continued dividend increases, with NextEra targeting 6% compound annual growth in 2027 and 2028.

NextEra Energy recently pounced on the opportunity to accelerate its growth by agreeing to acquire Dominion Energy . The deal will create the world's largest regulated electric utility business and boost its growth rate to more than 9% annually through 2032, a rate it believes it can extend through 2035. The larger-scale company will be able to operate more efficiently, putting it in an even stronger position to capitalize on the AI power boom. As a result, it should have plenty of power to continue increasing its dividend in the decade ahead.

These dividends should continue rising in the coming decade

Exxon, Enbridge, and NextEra Energy have already increased their dividends every year for decades. That upward trend should continue over the coming decade as they support the world's growing energy needs. Their combinations of higher yields and visible growth make them ideal dividend stocks to buy and hold for the next 10 years.

Source: https://www.fool.com/investing/2026/06/23/3-dividend-stocks-to-buy-and-hold-for-the-next-dec/?.tsrc=rss