핵심요약

• 배당 왕은 50년 이상 배당금을 지급한 56개 기업으로 구성되어 있습니다.
• 투자자는 안정적인 배당을 통해 은퇴 자금을 준비하는 데 중점을 두어야 합니다.
• AI/데이터 센터 기술 트레이드에 힘입어 시장 모멘텀이 강해진 상황에서 배당주를 고려할 수 있습니다.
• 선정된 5개 배당 왕은 주요 월스트리트 기관으로부터 매수(Buy) 등급을 받았습니다.

도입

본 기사는 투자자들이 어떻게 안정적인 수입원인 배당주를 통해 자산 증식과 은퇴 준비를 동시에 달성할 수 있는지에 대한 전략적 방향을 제시합니다. 현재 AI 및 데이터 센터 기술 트레이드에 힘입어 시장이 큰 모멘텀을 보이고 있는 상황에서, 변동성이 높은 시장 환경 속에서 꾸준하고 안정적인 현금 흐름을 창출하는 것이 중요해지고 있습니다. 따라서 시장의 급격한 변화 속에서도 예측 가능한 수익을 제공하는 '배당 왕'과 같은 우량주를 선별하는 것이 현명한 투자 전략이 됩니다.

본문 1: 배당 안정성의 중요성

투자자들이 배당주 투자를 통해 안정적인 소득을 확보하고자 할 때, 기업의 역사적 안정성은 핵심적인 판단 기준이 됩니다. 기사에서 언급된 배당 왕은 최소 50년 이상 꾸준히 배당금을 지급해 온 기업들로, 이는 해당 기업들이 경제 사이클의 여러 변화를 견뎌냈음을 의미합니다. 이러한 장기적인 배당 기록은 기업의 재무적 건전성과 경영 안정성이 높다는 것을 입증하며, 이는 단기적인 시장 변동성에도 불구하고 투자금을 보호하는 방어적인 역할을 합니다. 즉, 수입을 목적으로 하는 투자자에게는 일시적인 시장의 흥분보다는 기업의 지속 가능성에 초점을 맞추는 것이 필수적입니다. 수입을 목표로 하는 투자자에게는 이러한 역사적 안정성이 예측 가능한 현금 흐름을 보장하는 핵심 요소로 작용합니다.

본문 2: 모멘텀과 가치 투자의 결합

현재 시장은 AI 및 데이터 센터 기술이라는 강력한 동력에 의해 큰 모멘텀을 받고 있습니다. 이러한 성장 중심의 시장 환경 속에서, 단순히 높은 성장률만을 쫓기보다는 배당 안정성을 갖춘 가치주를 선별하는 것이 더욱 중요해집니다. 배당 왕들은 과거의 안정성을 바탕으로 현재의 성장 모멘텀을 결합하여 잠재적인 총수익(Total Return)을 높일 수 있는 기회를 제공합니다. 이는 성장 잠재력과 현금 흐름의 안정성이라는 두 마리 토끼를 잡으려는 투자 철학을 반영합니다. 즉, 고성장 기술 섹터의 혜택을 받으면서도, 배당 안정성을 통해 포트폴리오의 방어력을 높이는 투자가 가능해집니다. 이러한 결합은 시장의 급변동성 속에서 포트폴리오의 회복 탄력성을 높이는 데 기여합니다.

본문 3: 장기적 관점과 리스크 관리

배당 왕 투자는 단기적인 수익률보다는 장기적인 관점에서 접근해야 합니다. 배당금은 기업의 이익에 기반하므로, 경기 침체나 산업 변화에 따라 배당 정책이 영향을 받을 수 있습니다. 따라서 투자자는 배당 지급 능력뿐만 아니라 해당 기업이 미래의 경제적 도전에 어떻게 대응할지에 대한 전망을 함께 고려해야 합니다. 또한, 배당주 투자 시에는 배당 성장률, 부채 수준, 그리고 산업별 규제 환경 등 다양한 리스크 요소를 면밀히 분석해야 합니다. 이러한 다각적인 분석을 통해 투자자는 단순히 배당금을 받는 것을 넘어, 장기적으로 자본을 보존하고 증식할 수 있는 포트폴리오를 구축할 수 있는 기반을 마련하게 됩니다. 이는 안정적인 현금 흐름을 추구하는 투자자에게 필수적인 리스크 관리 전략입니다.

결론

결론적으로, 배당 왕 투자는 과거의 안정성과 현재의 성장 모멘텀을 결합하는 전략입니다. 투자자들은 50년 이상의 배당 역사를 가진 기업들을 통해 안정적인 현금 흐름을 확보하고, AI 시대의 성장 기회를 포착할 수 있는 잠재력을 탐색해야 합니다. 향후 투자 시에는 기업의 재무 건전성과 산업 내 위치를 지속적으로 모니터링하며 장기적인 관점에서 접근하는 것이 성공적인 자산 관리에 중요할 것입니다. 시장의 변동성에 흔들리지 않고 꾸준한 현금 흐름을 창출하는 것이 핵심입니다.

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원문 링크: https://247wallst.com/investing/2026/07/02/5-laggard-dividend-kings-offer-big-passive-income-and-huge-total-return-potential/?.tsrc=rss

5 Underperforming Dividend Kings Offer Big Passive Income and Huge Total Return Potential

Passive income is characterized by its ability to generate revenue without requiring the earner’s continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence. The more passive income can help cover rising costs, such as mortgages, insurance, taxes, and other expenses, the easier it is for investors to set aside money for future needs as they prepare for retirement. Dependable recurring dividends from quality high-yield stocks are a recipe for success. When you have a portfolio that generates consistent, rising passive income and has the potential to deliver sizable total returns, you are in good financial shape. That’s why we love the idea of buying Dividend Kings that have lagged the market this year.

Companies that have raised dividends for shareholders for 50 years or more are the kinds of investments passive income investors need to own. Dependability is crucial for individuals seeking to increase their annual income through dividend stock investments. The Dividend Kings are the 56 companies that have raised their dividends for at least 50 consecutive years, a testament to their dependability and reliability. Those are two “must-have” items for investors who rely on passive income to boost their overall revenue. Unlike the Dividend Aristocrats, the Dividend Kings do not have to be members of the S&P 500.

With the stock market trading at massive all-time highs thanks to the AI/data center technology trade, which is the greatest momentum trade we have seen in a generation, for those looking for solid passive income and a potential total return home run, we found five Dividend Kings that may be the perfect idea for safety-conscious growth and income investors. All five are rated Buy by the top Wall Street firms we cover.

This healthcare giant announced a 6.8% dividend increase in December, marking the 54th consecutive year of dividend growth, and its dividend has risen more than 70% since 2020, currently standing at 2.69%. Abbott Laboratories ( NYSE: ABT | ABT Price Prediction ) is a global healthcare company. Its principal business is the discovery, development, manufacture, and sale of a broad and diversified line of healthcare products. The stock has been trading near its 2026 lows. The decline stems from the lowered 2026 adjusted EPS guidance issued after the Exact Sciences acquisition. While Wall Street maintains a bullish longer-term view, the near-term guidance cut has weighed on the shares year to date.

BTIG Research has a Buy rating with a $131 target price.

Hormel Foods ( NYSE: HRL ) is an American food processing company founded in 1891 in Austin, Minnesota. Its stock trades at 13.07 times forward earnings estimates. Hormel offers dual pricing power through both branded products and private-label manufacturing, and a reliable 4.69% dividend. The company develops, processes, and distributes a range of meat, nuts, and other food products to retail, foodservice, deli, and commercial customers in the United States and internationally. Hormel has declined 17.4% over the past year, meaningfully underperforming the S&P 500, which has rallied nearly 14.4%. The stock continues to face pressure from higher input costs, elevated logistics expenses, and weak gross profit margins. Nevertheless, it remains one of the highest-yielding Dividend Kings.

It operates through three segments:

Hormel is a Dividend King with over 50 years of dividend increases and is a consumer staples company focused on protein-based packaged foods. Its yield is historically high, and the Hormel Foundation’s oversight ensures dividend reliability. It is restructuring its portfolio and cutting costs to improve performance.

The company provides various perishable products, including fresh meats, frozen items, refrigerated meal solutions, sausages, hams, guacamoles, and bacon, and shelf-stable products, including canned luncheon meats, nut butter, snack nuts, chili, shelf-stable microwaveable meals, hash, stews, tortillas, salsas, tortilla chips, nutritional food supplements, and others. It sells its products under these brands:

Barclays has an Overweight rating with a $30 target price.

Kimberly-Clark ( NYSE: KMB ) is an American multinational personal care company that primarily produces paper-based consumer products. It manufactures and markets personal care and consumer tissue products worldwide. The company remains a persistent laggard among consumer staples Dividend Kings. The stock now offers an attractive dividend yield of 4.61%, a direct result of the significant price compression it has endured. Like Hormel, Kimberly-Clark has been pressured by tariff-related cost increases and softening consumer demand.

It operates through three segments. The Personal Care segment offers a diverse range of products, including:

The Consumer Tissue segment provides facial and bathroom tissues, paper towels, napkins, and related products under the brand names.

The K-C Professional segment offers wipers, tissues, towels, apparel, soaps, and sanitizers under the Kleenex, Scott, WypAll, Kimtech, and KleenGuard brands.

In 2025, Kimberly-Clark announced it would acquire Kenvue ( NYSE: KVUE ) in a $48.7 billion deal, with the transaction expected to close in the second half of 2026. The acquisition will create a combined consumer health and wellness company, with Kenvue shareholders receiving cash and stock. Kenvue shareholders will get $3.50 in cash plus 0.14625 shares of Kimberly-Clark.

Bank of America has a Buy rating with a $120 target price.

This top consumer staples stock reported solid first-quarter earnings and will continue to supply all the goods for summer picnics and parties. PepsiCo ( NYSE: PEP ) is a global food and beverage company with a very solid 4.20% dividend yield. Activist investor Elliott Investment Management recently took a $4 billion stake in PepsiCo, revealing a strategy to unlock value within the company’s iconic brand by focusing on core strengths, such as innovation and brand marketing, rather than its capital-intensive bottling operations. This move caused PepsiCo’s stock to surge, with Elliott believing the company could see over 50% upside if its proposed strategic changes were implemented. However, these changes would involve a very long-term transformation.

Its Frito-Lay North America segment offers:

The company’s Quaker Foods North America segment provides:

PepsiCo’s North America Beverages segment offers beverage concentrates, fountain syrups, and finished goods under these brands:

Goldman Sachs has a Buy rating with a $183 target price.

The world’s largest tool company has 50 manufacturing facilities in the United States and more than 100 worldwide, and shares trade at 13.54 times forward earnings estimates. With the potential for the economy to slow down somewhat, you can bet that the do-it-yourself legions will fix rather than buy new, and this legendary stock is a solid idea now. Stanley Black & Decker ( NYSE: SWK ) provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, Other Americas, Europe, and Asia.

The company has struggled amid persistent weakness in the housing and construction markets. The stock carries an elevated dividend yield of 3.52%, reflecting significant price weakness over the past few years. It has traded near multi-year lows as the anticipated housing market recovery continues to stall.

Its Tools & Outdoor segment offers professional-grade corded and cordless electric power tools and equipment, including:

This segment sells its products under these brand names:

Source: https://247wallst.com/investing/2026/07/02/5-laggard-dividend-kings-offer-big-passive-income-and-huge-total-return-potential/?.tsrc=rss