Invest in these 5 high-profit dividend stocks to construct a portfolio resistant to inflation
In the face of inflationary pressures and recession fears, Americans continue to spend money on experiences, with popular attractions as busy as before the pandemic [1]. This spending trend could benefit real estate investment trusts (REITs) specializing in experiential properties, such as EPR Properties (EPR) [2].
EPR Properties, currently outperforming the S&P 500, is a real estate investment trust that specializes in experiential properties, including movie theaters, eat-and-play attractions, water parks, ski resorts, and gaming properties [2]. The company's shares are only 17% off the peak, demonstrating its resilience in the current economic climate [2].
The leading mall real estate owner, Simon Property Group (SPG), is also well-positioned to capitalize on this trend. Despite inflationary pressures, SPG has raised its full-year guidance, indicating a strong financial performance [1]. SPG's business, however, could be affected if the U.S. falls into a recession [1].
In the energy sector, companies like Energy Transfer LP (ET) and Viper Energy Inc. (VNOM) are benefiting from rising energy prices during inflationary periods. ET, with a high yield around 7.5%, and VNOM, offering a yield of about 6.14%, are well-positioned to thrive in an inflationary environment [1].
In the agricultural processing sector, Archer Daniels Midland (ADM) is another Dividend King with a 51-year streak of dividend increases and a yield of approximately 3.8% [1]. ADM operates in agricultural processing, benefiting from rising food prices during inflation [1].
Consumer staples like Walmart Inc. (WMT) provide defensive qualities with steady revenues despite inflation pressures. Despite a lower yield (~1%), Walmart's scale and focus on affordability help it maintain margins even in inflationary times, preserving its dividend safety [1].
Vici Properties Inc. (VICI), a REIT specializing in entertainment, gaming, and hospitality properties, also benefits from inflation-linked rents, providing stable cash flow with a high dividend yield [1].
Meanwhile, in the financial sector, US Bancorp (USB) is trading at a yield of 4% based on its current stock price, making it one of the highest-paying big bank stocks [2]. USB has an excellent history of responsible lending and high asset quality, having remained profitable throughout the 2008-09 recession [2].
Bank of America (BAC) could potentially benefit from rising interest rates due to a higher proportion of noninterest-bearing deposits [1]. BAC is trading at around 40% below its recent high and slightly above its book value [1].
Ally Financial (ALLY), primarily focused on auto lending, is another company that could benefit from economic growth. In the first quarter, ALLY originated $11.6 billion in auto loans [2].
In the entertainment sector, box-office revenue has been impressive, according to the latest reports [1]. This trend could benefit companies like EPR Properties, which own movie theaters and other entertainment properties.
References: [1] CNBC. (2025, August 1). These 5 high-yield dividend stocks are well-positioned to thrive in an inflationary environment. CNBC. https://www.cnbc.com/2025/08/01/these-5-high-yield-dividend-stocks-are-well-positioned-to-thrive-in-an-inflationary-environment.html [2] Yahoo Finance. (2025, August 1). Stock market news, analysis, finance news, business news, US and global markets. Yahoo! Finance. https://finance.yahoo.com/ [3] MarketWatch. (2025, August 1). U.S. stocks edge lower as investors weigh Fed's rate-hike plans. MarketWatch. https://www.marketwatch.com/ [4] Investopedia. (2025, August 1). Dividend Aristocrats. Investopedia. https://www.investopedia.com/terms/d/dividendaristocrats.asp
Investing in EPR Properties, a real estate investment trust specializing in experiential properties like movie theaters, could be a wise personal-finance move due to the current trend of Americans spending money on experiences, even amidst inflationary pressures and recession fears. The financial sector also presents opportunities, as US Bancorp, with a high yield of 4%, has a strong history of responsible lending and high asset quality.
The rising food prices during inflation could benefit agricultural processing companies, with Archer Daniels Midland, a Dividend King, being a notable example. In the energy sector, companies like Energy Transfer LP and Viper Energy Inc., both offering high yields, are thriving due to rising energy prices during inflationary periods.
With inflationary pressures and the potential for recession, it's essential to consider investment opportunities that offer stability and steady returns, such as real estate investment trusts like Vici Properties, which specializes in entertainment, gaming, and hospitality properties, providing inflation-linked rents and a high dividend yield.
