3 Dividend Stocks Offering Higher Yield In Gold Energy And Insurance

With energy costs in focus, inflation pressures flaring up again and central banks signaling higher-for-longer rates, many investors are looking for income that feels more resilient than cash or short-term trades. That is where the Dividend Powerhouses screener comes in. It filters for companies that offer a 5%+ dividend yield that is covered, growing and historically stable. Instead of chasing the highest yield or guessing rate moves, you focus on cash payouts that can help steady your portfolio. This article highlights 3 stocks from the screener that stand out for further research.

Overview: Lundin Gold is a Vancouver based mining company that explores for and produces gold and silver in Ecuador, anchored by its flagship Fruta del Norte project in the Cordillera del Cóndor region. It controls a large land package of metallic mineral and construction concessions across roughly 65,000 hectares, with operations focused on high grade underground gold production.

Operations: Lundin Gold generates its revenue primarily from the Fruta del Norte operation, which contributed about US$2.0b in revenue.

Market Cap: CA$18.9b

Lundin Gold appears in the Dividend Powerhouses screener because it combines a single, high grade asset at Fruta del Norte with strong profitability metrics, including an ROE near 66.9% and net margins around 45.7%, while still being priced below some estimates of fair value and analyst targets. At the same time, production and cash flow depend heavily on one Ecuadorian mine. Investors need to weigh free cash flow, a substantial cash dividend and an extensive exploration program against exposure to gold prices, cost pressures and country risk. A key consideration is how those trade offs might affect dividend durability and long term value as exploration results and future gold markets unfold.

Lundin Gold’s high ROE and fat margins suggest more is going on beneath a single Ecuadorian mine story. Use the analysis report for Lundin Gold to see what might be amplifying both the opportunity and the risk.

Overview: Canadian Natural Resources is a Calgary based oil and gas producer that acquires, develops and operates crude oil, natural gas and natural gas liquids assets across Western Canada, the UK North Sea and Offshore Africa, selling everything from synthetic crude and oil sands output to light oil, heavy oil and NGLs.

Operations: The company generates most of its revenue from Exploration and Production in North America at about CA$19.1b and Oil Sands Mining and Upgrading at about CA$17.4b, with smaller contributions from Midstream and Refining at roughly CA$0.8b and the North Sea segment at about CA$0.2b.

Market Cap: CA$123.0b

Canadian Natural Resources offers a 4.1% dividend yield, a long record of dividend growth, ongoing share buybacks and a large, diversified production base that spans oil sands, conventional oil and gas. Recent earnings and revenue growth have exceeded the broader reported results for the Canadian oil and gas sector, supported by cost efficiencies, higher utilization in oil sands assets and acquisitions that expanded reserves without a large increase in capital spending. At the same time, investors need to watch exposure to oil sands costs, carbon and regulatory pressures, pipeline and export capacity, and an energy transition that could reshape long term demand. Better market access through projects such as TMX and LNG Canada may be important in assessing whether the current income stream appears resilient enough for your objectives.

Canadian Natural Resources sits at the crossroads of oil sands scale, diversification and an income stream investors can measure today. Use the 4 key rewards and 2 important warning signs (1 is major!) to see how that mix could reshape the story from this point forward.

Overview: Manulife Financial is a Toronto based financial services company that provides insurance, annuities, retirement and wealth management products to individuals and institutions across Canada, the U.S., Asia and other markets. It combines traditional protection products with asset management, banking services and real asset portfolios such as timberland and agriculture.

Operations: Manulife Financial generates most of its business segment revenue from Global Wealth and Asset Management at about CA$7.1b, followed by Asia at roughly CA$4.5b, Canada at around CA$3.3b and Corporate and Other at about CA$0.8b, with a smaller contribution from the U.S. at roughly CA$0.4b.

Market Cap: CA$97.7b

Manulife Financial may appeal if you want a dividend paying insurer that is leaning into AI, fee based wealth management and Asia’s growing demand for retirement and protection products, while still trading at a large discount to some estimates of fair value. Earnings have grown faster than the wider insurance sector, supported by high quality profits and a 3.32% dividend. However, there are real pressure points, including credit risk in U.S. loan books, regulatory changes such as Hong Kong’s eMPF shift, and a relatively new management team. Share buybacks, expansion in private markets and its push to be a leader in AI driven insurance raise a simple question for investors about what that combination could mean for future income and valuation.

Manulife Financial’s push into AI led insurance and fee based wealth looks like a powerful shift, but the real story sits in the analyst forecasts for Manulife Financial that could reveal where the next surprise comes from

The three stocks in this article are only a starting point, and the full Dividend Powerhouses (3%+ Yield) screener has uncovered 8 more companies with income profiles and stories that may be just as compelling for long term dividend investors. Unlock deeper context, identify the catalysts that matter to you, and analyze which narratives fit your highest conviction income ideas using the filters and tools inside Simply Wall St.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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