Resilient Stocks: Realty Income and Visa Built to Weather Market Volatility

Bank of America and JPMorgan Chase have warned that Wall Street is due for a pullback, likening it to tectonic plates shifting below the surface. When these plates collide, they cause earthquakes.

To navigate this potentially turbulent market, investors should focus on companies with resilient business models that can weather a downturn. Two such companies are Realty Income and Visa.

Realty Income, the largest net lease real estate investment trust (REIT), has a portfolio of over 15,500 properties across North America and Europe. Its tenants pay for most property-level operating costs, keeping its expenses low despite high inflation. The company's resilience is evident in its ability to maintain occupancy above 96% during the Great Recession.

Realty Income's dividend has increased annually for 31 consecutive years, offering a lofty 5.7% yield. This makes it an attractive option for income investors seeking a resilient, high-yield stream.

Visa, on the other hand, is a growth-focused company that charges transaction fees on every card use. Its revenue has grown steadily, with $11.6 billion in fiscal third-quarter 2026 revenues, up 14% year-over-year. The world's shift towards cashless payments and e-commerce supports Visa's long-term prospects.

Visa's dividend has increased at an annualized rate of over 15% over the past decade, making it attractive to dividend growth investors. Its price-to-sales and price-to-earnings ratios are below their five-year averages, suggesting the stock is attractively priced.