Income Stocks With Rising Earnings Expectations

Conviction: 64% · Horizon: 1Y · 2026-05-29
Dividend income is supported by improving earnings estimates.

The selected companies combine above-average dividend yields with upward revisions to current-year earnings expectations.

Instrument Side Target Reason
GECC Long Great Elm Capital offers a very high dividend yield while current-year earnings expectations have risen sharply, suggesting stronger income appeal backed by improving profit forecasts.
CAPL Long CrossAmerica Partners offers a high 9.1% dividend yield versus a 6.1% industry average, while current-year earnings expectations have risen sharply, pointing to stronger income appeal and improving profit outlook.
GSBC Long Great Southern Bancorp combines a modestly above-industry 2.6% dividend yield with improving current-year earnings expectations, supporting a conservative income thesis backed by better profit forecasts.
LCUT Long Lifetime Brands stands out with a 2.3% dividend yield in an industry with no average yield, while rising current-year earnings estimates suggest improving fundamentals for the housewares business.
KSS Long Kohl's combines a dividend yield above its industry average with positive revisions to current-year earnings estimates, supporting a value and income-oriented long case.
MNR Long Mach Natural Resources offers a high dividend yield while current-year earnings expectations have risen sharply, suggesting improving fundamentals behind the income case.
CIVB Long Civista Bancshares offers a dividend yield slightly above its industry average, while improved earnings estimates point to strengthening profitability expectations.
ALRS Long Alerus Financial offers a 2.9% dividend yield while current-year earnings estimates have risen 13.9% over the past 60 days, pointing to strengthening profit expectations in a financial services business.
FLXS Long Flexsteel Industries pairs a 1.4% dividend yield with a 16.9% rise in current-year earnings estimates over the past 60 days, indicating improving profit momentum in its furniture and seating markets.
FAF Long First American Financial combines a 3.2% dividend yield, well above its industry average, with a 7.1% increase in current-year earnings estimates over the past 60 days, suggesting improving fundamentals alongside income support.
ALRS Long Alerus Financial combines a dividend yield above its stated industry benchmark with meaningful upward revisions to current-year earnings expectations, supporting a constructive income-oriented case.
PLGO Long Pelagos Insurance Capital provides a dividend yield above the industry average, while rising current-year earnings estimates point to improving fundamentals across its insurance and reinsurance operations.

Themes

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