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The rise in oil prices due to disruptions caused by the US-Iran conflict has rocked global stock markets. However, the situation bodes well for oil companies, including attractive names that pay steady dividends.
The recommendations of leading Wall Street analysts can be very useful in this regard, as the selection of these experts is supported by an in-depth analysis of a company’s financials and growth opportunities.
Here are three dividend stocks highlighted by Wall Street’s top pros, tracked by TipRanks, a platform that ranks analysts based on past performance.
Chord energy
Oil producer Chord energy (CHRD) is first on the dividend list this week. In the fourth quarter of 2025, the company returned approximately 50% of its adjusted free cash flow to shareholders through a base dividend of $1.30 per share and $10 million in stock repurchases. With an annual dividend of $5.20 per share, CHRD stock offers a dividend yield of 4.2%.
In a recent report on North American oil and gas companies, UBS analyst Josh Silverstein reiterated his Buy rating on Chord Energy stock and increased his price target to $142 from $119, citing rising energy prices amid strong geopolitical risks. TipRanks AI analyst has given CHRD stock an “Outperform” rating and set a price target of $134.
Silverstein added that his revised price target reflects an increase in his multiple from 3.25 to 3.50 times to reflect higher near-term oil prices. The analyst emphasized that the upgraded multiple represents a modest premium to CHRD’s five-year average multiple of 3.0, which he believes is justified given the company’s inventory growth and improved capital efficiency compared to historical averages.
Chord Energy has a strong position in the Williston Basin. The five-star analyst emphasized that the company is among the biggest beneficiaries of rising crude oil prices given higher production costs in the Williston region.
Additionally, Silverstein expects Chord to accelerate its attempt to return leverage to below 0.5x, supported by higher near-term cash flow amid rising oil prices. This would help the company “increase its return on capital more quickly from 50% of its Adj. FCF.” [adjusted free cash flow] to 75%, increasing our guidance for the company’s repurchases in 2026.”
Silverstein is ranked #419 among more than 12,100 analysts tracked by TipRanks. His reviews were successful 66% of the time and delivered an average return of 11.9%. See Chord Energy stock buybacks on TipRanks.
Permian resources
Permian resources (PR) is an independent oil and natural gas company with assets in the Permian Basin and a focus in the core of the Delaware Basin. The company recently declared a quarterly base dividend of 16 cents per share, payable on March 31. PR stocks offer a dividend yield of approximately 3.2%.
Recently, RBC Capital analyst Scott Hanold reiterated his Buy rating on Permian shares and increased the price target from $18 to $20. Interestingly, TipRanks’ AI analyst is also bullish on PR stock, setting a price target of $20.50.
Hanold noted the continued strength of Permian Resources’ operating and financial results. He said he thinks the 2026 lineup is better than expected. The analyst expects Permian Resources to approach the upper half of the oil production range of 186 to 192 Mb/d (up 4% year-over-year) and remain near the middle of the capex outlook of $1.75 billion to $1.95 billion (down 6% year-over-year).
“Similarly good targeting and productive performance, along with longer page turns, should make this one of the most capital-efficient PR years,” Hanold said.
The five-star analyst also highlighted Permian Resources’ continued focus on natural gas commercialization, which has significantly reduced the company’s exposure to low WAHA gas prices. Hanold also pointed to the company’s balance sheet flexibility, which allows it to make opportunistic share buybacks and pursue acquisitions.
Hanold ranks 19th among more than 12,100 analysts tracked by TipRanks. His reviews were successful 73% of the time and delivered an average return of 27.5%. See Permian Resources Statistics on TipRanks.
EOG Resources
EOG Resources (EOG) is an oil and gas exploration and production company. In 2025, the company generated free cash flow of $4.7 billion and returned 100% to shareholders through regular dividends and share repurchases of $2.5 billion. EOG recently declared a dividend of $1.02 per share, payable on April 30. EOG stock offers a dividend yield of 3.1%.
After meeting with management, Jefferies analyst Lloyd Byrne reiterated his Buy rating on EOG Resources shares with a price target of $146. TipRanks AI analyst has an “Outperform” rating on EOG stock with a price target of $142.
The analyst noted that EOG stock is the best-performing major oil company following the Middle East conflict. Byrne attributed the stock’s outperformance to a combination of positioning and insights from management’s recent conference call, which highlighted the stabilization of Delaware production and capital efficiency opportunities for more than a decade.
Byrne was also encouraged by management’s explanation that the reason for increasing the allocation of shallower zones is to apply high-intensity completions that improve drilling results and help expand the Williston Middle inventory – a point the company first highlighted in 2023.
The top-rated analyst added that recent changes to the company’s drilling schedule and completion rate should improve well productivity if widely adopted. Byrne noted that drilling productivity has improved significantly in the shallower zone of New Mexico, particularly in First Bone Spring/Avalon, which now competes with primary zones such as Third Bone Spring and Upper Wolfcamp. Among key takeaways from his meeting with management, Bryne said EOG’s cost disclosures confirm strong returns, with the Utica wells standing out at $600 per foot.
Byrne is ranked #157 among more than 12,100 analysts tracked by TipRanks. His reviews were successful 63% of the time and delivered an average return of 21.5%. See EOG Resources Financials on TipRanks.
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