Long-Duration Dividend Payers Shine in August
August can be a humbling time for investors, but long-duration dividend payers often prove their worth during this period. With the 10-year Treasury yielding 4.68%, three stocks stand out: McDonald's (MCD), Johnson & Johnson (JNJ), and Realty Income (O).
McDonald's has a proven track record of dividend growth, with 49 consecutive annual increases. The company raised its quarterly payout to $1.86 in Q1 2026, up from $0.55 in 2010. McDonald's shares are down 10.35% year-to-date but have increased by 192.63% over the past decade.
Johnson & Johnson is another dividend powerhouse, with 64 consecutive years of increases. The company raised its quarterly payout to $1.34, and Q1 2026 revenue hit $24.06 billion, up 9.9% year-over-year. Johnson & Johnson has a strong growth pipeline, including a $50 billion oncology sales target by 2030.
Realty Income is a pure income play, with a monthly dividend yield of 4.90%. The company raised its monthly payout to $0.271 per share in August and has delivered a 13.6% average annual total return since its listing in 1994.