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3 Dividend Kings With Income, Stability, and a Possible Catalyst
Reported by Chris Markoch. Published: 6/16/2026.
Key Points
- Coca-Cola, Colgate-Palmolive, and Stanley Black & Decker are Dividend Kings with durable payout records.
- A softer inflation outlook could help investors refocus on total return, not just dividend yield.
- Each stock offers a different mix of income, defensive stability, and recovery potential.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Many market analysts believe the current environment of entrenched inflation and higher-for-longer interest rates will remain a headwind for the economy into 2027. That combination has also made dividend stocks less attractive in recent years.
But what if that narrative is wrong? On June 14, the outline of a peace deal was announced between the United States and Iran. If—and it’s still a big "if" as of this writing—the agreement goes forward, the Strait of Hormuz will reopen, easing oil prices, which have been a major contributor to the recent spike in inflation.
Iran just proved America's energy strategy is broken (Ad)
When the U.S.-Iran deal allowed Iranian oil back into the market, prices fell immediately and energy stocks dropped 1.7%. That's not stability - that's a supply hostage situation repeating since 1973.
Beneath American soil sits an energy source 50,000 times larger than all global oil and gas reserves combined. It can't be sanctioned or embargoed. Last year, a drilling crew hit targets twelve years ahead of schedule. Google signed a 15-year deal. One company sits at the center, and July 4th could be a turning point.
See the company positioned to make OPEC irrelevantIf inflation drifts lower, the possibility of rate hikes will decline. It would also rekindle investor hopes for a rate cut later in 2026 or in early 2027.
That combination would allow investors to focus on a stock’s total return potential, which includes the dividend yield plus capital appreciation. One area to focus on is dividend kings that look undervalued.
Coca-Cola Continues to Reward Long-Term Shareholders
Coca-Cola Co. (NYSE: KO) is up more than 14% in 2026 and showing why it fits perfectly with Warren Buffett’s value investment strategy. Over the past five years, KO is up more than 48% and has delivered a total return of over 71%. That includes its dividend, which yields about 2.6% and has increased for 64 consecutive years.
Coca-Cola is always linked to PepsiCo (NASDAQ: PEP), and in better times, Pepsi had the upper hand due to the diversity of its Frito-Lay acquisition. But in an economy where companies face margin pressure, Coca-Cola is benefiting from its more streamlined business model.
In the current quarter, Coca-Cola could get a marketing bump from its FIFA World Cup sponsorship, which may help offset ongoing pressure from higher commodity prices. That pressure isn’t likely to abate soon, but the annualized increases should normalize.
Stock charts tell a story, and the KO chart shows a company that has been a buy on any pullback. More importantly, the stock is up significantly since falling to around the low-$40s during the March 2020 market sell-off.
Colgate-Palmolive Delivers Stability and Dividend Growth
The overarching narrative has been that consumer staples stocks have performed poorly. But as history has shown, quality matters. Over the last five years, Colgate-Palmolive (NYSE: CL) is up over 8.5%. It hasn’t outperformed the broader market, but it has delivered the defensive stability and dividend income investors expect from a high-quality consumer staples stock.
The near-term setup looks stronger. The stock is up more than 14% in 2026, and the company has demonstrated its ability to manage the impact of higher raw-material and logistics costs. Summer travel demand is expected to remain solid, which should help sales of the company’s signature personal care products. Investors should also not be too quick to discount Colgate-Palmolive's pet care segment, which includes the Hill’s brand.
As of June 15, CL trades about 5.8% below the consensus price target of analysts tracked by MarketBeat, which stands at $95.88. The next catalyst for the stock could come from its earnings report expected in late July, which could reset the outlook for the stock in the second half. Either way, investors are getting a dividend that has increased for 63 consecutive years, yields 2.34%, and pays out $2.12 per share annually.
Stanley Black & Decker Offers Income and Recovery Potential
Stanley Black & Decker (NYSE: SWK) is an industrial stock with a consumer story that may be ready to refire. The company’s Q1 2026 earnings report showed strength in the company’s Engineered Fastening and PRO segments. That reflects the increased infrastructure spending flowing into the economy.
That's helped push SWK up more than 30% in the last 12 months and over 14% in 2026. Unlike the steadier consumer staples names, Stanley Black & Decker is still a recovery story, with shares well below prior highs. That weakness is also part of the opportunity. The company is a go-to name for the literal picks and shovels that will be needed to build out infrastructure in all its forms.
In the second half, a stronger consumer could be a catalyst worth watching. Stanley Black & Decker is the parent company of the CRAFTSMAN brand. That’s part of the Tools and Outdoor segment, where organic revenue was down 1%, primarily due to lower retail volumes in North America.
But that’s where the opportunity may be. In the meantime, investors are being paid well to wait on SWK. The company’s dividend has increased for 58 consecutive years, yielding 3.88% and paying $3.32 per share annually.
5 Stocks Solving the AI Power Crisis
Reported by Ryan Hasson. Published: 6/22/2026.
Key Points
- AI data centers require enormous amounts of electricity, creating a mismatch with the aging U.S. grid that is emerging as a defining investment theme.
- Five companies—Vertiv, GE Vernova, Eaton, Bloom Energy, and Constellation Energy—offer distinct ways to invest across the AI power supply chain.
- Several of these stocks trade at or near consensus price targets, while Constellation Energy stands out as the only name with roughly 35% implied upside.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
For the past couple of years, the AI investment story has been told largely through chips, cloud platforms, and the data centers that house them. But beneath that narrative sits a problem that could become the single biggest constraint on the entire build-out. AI does not just need compute. It needs power, and enormous amounts of it. A single large AI data center can consume as much electricity as a small city, and the hyperscalers are planning dozens of them. The U.S. grid, much of it built decades ago, was never designed for this kind of demand.
That mismatch between surging electricity needs and an aging, capacity-constrained grid is arguably becoming one of the defining investment themes of the decade. The companies that generate the power, build the equipment that delivers it, and keep the data centers cool and running are moving into the spotlight.
Iran just proved America's energy strategy is broken (Ad)
When the U.S.-Iran deal allowed Iranian oil back into the market, prices fell immediately and energy stocks dropped 1.7%. That's not stability - that's a supply hostage situation repeating since 1973.
Beneath American soil sits an energy source 50,000 times larger than all global oil and gas reserves combined. It can't be sanctioned or embargoed. Last year, a drilling crew hit targets twelve years ahead of schedule. Google signed a 15-year deal. One company sits at the center, and July 4th could be a turning point.
See the company positioned to make OPEC irrelevantHere are five names at the center of efforts to solve the AI power crisis.
Vertiv: The Backbone of Data Center Power and Cooling
Vertiv (NYSE: VRT) sits at the heart of this theme like few companies on the market. It designs and manufactures the critical power and thermal management systems that keep data centers running, from uninterruptible power supplies and power distribution units to the precision cooling equipment that prevents racks of AI chips from overheating. As chip density climbs and each new generation of accelerators runs hotter than the last, demand for Vertiv's liquid-cooling and power infrastructure has accelerated sharply.
The stock reflects that, up close to 105.6% year to date (YTD) and almost 1,400% over the past three years. The fundamentals support the move, with projected earnings growth above 34%. In its most recent quarter, Q1 2026, reported on April 22, VRT beat estimates by 17 cents, while quarterly revenue surged more than 30% year-over-year to $2.65 billion. And despite its already impressive multiyear run, analysts remain firmly bullish, with a Moderate Buy rating based on 29 ratings.
However, investors should note that with a forward price-to-earnings (P/E) ratio above 52 and the stock trading just above its consensus price target of $326.39, much of the good news appears to be priced in. Vertiv is a high-quality way to play the theme, but it is no longer cheap.
GE Vernova: Powering the Grid at Scale
GE Vernova (NYSE: GEV) is the energy business spun out of General Electric, and it has quickly become one of the market's favorite ways to play surging electricity demand. The company builds the gas turbines, grid equipment, and generation technology utilities need to add capacity, and its order books have swelled as data center power demand collides with an aging grid in need of modernization.
The stock has climbed close to 70% YTD and more than 125% over the past year, giving it a market cap approaching $300 billion. Projected earnings growth of nearly 63% is among the strongest in this group, and net margins near 24% reflect the pricing power that comes with being one of a small number of players capable of delivering turbines and grid hardware at scale. In its April 22 earnings release, the company reported a 17% increase in quarterly revenue from the prior year.
As with several names here, the stock now trades roughly in line with its consensus price target of $1,089.88, and MarketBeat data shows some recent insider selling worth watching. Still, the structural demand story behind GE Vernova remains as compelling as any in the energy space.
Eaton: The Quiet Power Management Workhorse
Eaton (NYSE: ETN) is the least flashy name on this list, and that is precisely the point. The diversified power management company makes the switchgear, circuit breakers, transformers, and power distribution equipment that physically move electricity through data centers and the grid. It is essential, unglamorous infrastructure, and demand for it is booming.
The stock is up an impressive nearly 33% YTD, a more measured gain than the others here. That, in itself, arguably makes its risk-reward profile more balanced. From a technical perspective, the stock may still have room to run. ETN has spent several months consolidating near its 52-week high. If it can break above that pivot point, a momentum move higher could follow.
While the technical setup looks constructive, the fundamentals continue to improve. Earlier this year, Eaton acquired Boyd Thermal to deepen its data center cooling capabilities, a clear sign that management is leaning further into the AI infrastructure opportunity. With a forward P/E near 32, Eaton trades at a more reasonable multiple than Vertiv or GE Vernova while offering exposure to the same powerful tailwind.
Bloom Energy: On-Site Power for a Grid That Can't Keep Up
Bloom Energy (NYSE: BE) offers a different, more aggressive way to play the theme. The company makes solid oxide fuel cells that generate electricity on-site from natural gas, biogas, or hydrogen, allowing data centers to sidestep grid delays entirely and power themselves directly. As utilities struggle to connect new projects quickly enough, the ability to bypass the grid has made Bloom one of the hottest names in the broader energy complex.
The stock has exploded, up close to 279% YTD and a staggering 1,816% over the past three years. That includes an almost 15% surge in a single session on Thursday, June 18, following a bullish AI power report. The move also signaled a bullish higher-timeframe breakout for the stock, which may mark the beginning of a fresh leg higher.
Projected earnings growth of 165% reflects how quickly the business is scaling. But this is unambiguously the highest-risk name on the list. Bloom carries a beta of approximately 3.7, making it extremely volatile, and trades far above its consensus price target of $220.14, implying meaningful downside if sentiment cools. For investors with a higher risk appetite and conviction in the on-site power thesis, Bloom offers the most explosive upside here, but it may also carry the most risk.
Constellation Energy: The Contrarian Nuclear Play
Constellation Energy (NASDAQ: CEG) is the most interesting name on this list precisely because it has not run with the others. The largest nuclear power plant operator in the United States, Constellation provides exactly the kind of reliable, carbon-free baseload electricity that AI data centers need around the clock. Nuclear has rapidly emerged as a preferred long-term answer to the AI power problem, and Constellation sits at the center of that shift.
Yet the stock is down around 22.4% YTD, making it the clear outlier in this group. That pullback is what makes it interesting. Constellation scored in the 97th percentile of MarketBeat's MarketRank, ranking 12th out of 252 energy stocks, and is the only name on this list with meaningful upside to its consensus price target of $370.41, implying roughly 35% upside.
The company is set to become the top U.S. power producer after announcing plans to restart its Three Mile Island facility, now rebranded and contracted to supply power to data centers. The cautionary note is that the stock's TradeSmith Health Indicator is currently in the Red Zone, reflecting its weak recent price trend. For value-oriented investors who believe nuclear will be the long-term backbone of AI power, Constellation offers a compelling entry point that the rest of this group does not.
The AI Power Crisis Is Not a Distant-Future Theme
The AI power crisis is not a distant-future theme. It is unfolding right now, and it touches every layer of the energy stack, from generation to grid hardware to on-site power and cooling. These five names offer distinct ways to play it, from the steady infrastructure exposure of Eaton to the explosive momentum of Bloom Energy to the contrarian value setup in Constellation.
As always, the strongest theme in the market is not an excuse to ignore valuation. Several of these stocks have run hard and now trade at or above their price targets, while others offer more room to run. For investors, the opportunity is real, but discipline around entry points matters as much here as anywhere.
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