BofA and JPM Warn of Market Pullback: Realty Income and Visa Stand Strong

Bank of America and JPMorgan Chase are warning investors that the stock market is due for a pullback. According to Jamie Dimon, CEO of JPMorgan Chase, this could be like an earthquake caused by tectonic plates shifting below the surface.

Realty Income (NYSE: O) and Visa (NYSE: V) are two financial stocks that are built to last, making them good options for investors who want to stay invested despite a potential market downturn. Realty Income is a high-yield REIT with a geographically diversified portfolio of over 15,500 properties, including single-tenant retail assets, industrial properties, and unique assets such as casinos and data centers.

During the Great Recession, Realty Income's occupancy never fell below 96%, showing its resilience. The company has increased its dividend annually for 31 consecutive years, making it a reliable choice for dividend investors. Its high yield of 5.7% makes it an attractive option for those looking for a resilient income stream.

Visa is another fee-driven financial services company that charges transaction fees and processed 71.7 billion transactions in the fiscal third quarter of 2026, with revenues coming in at $11.6 billion, up 14%. The growth of e-commerce is helping to drive this trend away from cash-based payments. Visa's dividend has increased at an annualized rate of over 15% over the past decade, making it a solid choice for growth investors.

Focus on companies with resilient businesses and growing dividends can help investors ignore market volatility. Realty Income's high yield lets you track dividends rather than stock prices, while Visa's fast-growing business and dividend will let you monitor for dividend hikes rather than price swings.