3 Dividend Stocks For Income Investors Watching Gold And Global Uncertainty

أنجلو جولد أشانتي

Anglogold Ashanti PLC

AU

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With inflation pressures still linked to energy markets and central banks keeping investors focused on interest rate paths, dependable income has fresh appeal. The Dividend Powerhouses (3%+ Yield) screener targets companies with yields above 5% that are described as well covered, growing and stable. That combination can help you focus on stocks where dividend strength is a key part of the investment case rather than an afterthought. In this article you will see three of the standouts from the screener, along with a clear breakdown of what makes their dividend profile interesting in the current market backdrop.

AngloGold Ashanti (AU)

Overview: AngloGold Ashanti is a global gold producer that operates mines across Africa, Australia and the Americas, with its flagship Geita mine in Tanzania, and also produces silver and sulphuric acid as by-products. The company focuses on large, long-life assets that feed into both investment and jewelry demand for gold.

Market Cap: US$41.64b

AngloGold Ashanti provides exposure to global gold demand with the added appeal of strong recent earnings, high returns on equity and a clear capital returns framework that includes both dividends and a sizeable buyback program. The company is working to keep costs in check and focus on higher quality assets, which supports margins and cash generation even as it manages factors such as higher royalties, grade challenges at some mines and project permitting risk in places such as Nevada. For income focused investors who want yield supported by free cash flow from tangible assets, the mix of current dividend policy, buybacks and disciplined production plans may warrant further research.

AngloGold Ashanti’s mix of large long life assets, high returns on equity and disciplined capital returns often looks simple on the surface. The real story sits inside the 5 key rewards and 1 important warning sign

NYSE:AU Earnings & Revenue Growth as at Aug 2026
NYSE:AU Earnings & Revenue Growth as at Aug 2026

Accenture (ACN)

Overview: Accenture is a global consulting and technology services company that helps large organisations design, build and run their operations, from cloud and AI systems through to finance, supply chain, security and customer support. It works across industries including banking, healthcare, government, consumer brands and energy, often taking on long term outsourcing and managed services roles as well as higher level advisory projects.

Operations: Accenture generates the bulk of its revenue from Products at about US$22.3b, followed by Health & Public Service at about US$14.9b, Financial Services at about US$13.8b, Communications, Media & Technology at about US$12.4b and Resources at about US$9.8b.

Market Cap: US$99.9b

Accenture gives income focused investors a mix of a 3.93% dividend yield, a 23.7% return on equity and a P/E of about 13x that sits below the broader US market and many IT peers. This combination can be notable when paired with high quality earnings and established client relationships. At the same time, the company is in the middle of a major AI driven reset, with modest earnings and revenue growth forecasts and an $865m restructuring plan that highlights transition risk for its large workforce. The key consideration for investors is how Accenture’s role in AI, cloud, cybersecurity and public sector contracts might relate to that dividend and its long term cash generation while the market is still pricing in caution around growth and disruption.

Accenture’s earnings strength and 13x P/E appear out of step with the market’s caution on its AI reset and restructuring. See how that tension plays out inside the analysis report for Accenture

NYSE:ACN P/E Ratio as at Aug 2026
NYSE:ACN P/E Ratio as at Aug 2026

Frontline (FRO)

Overview: Frontline is a Cyprus based shipping company that owns and operates a large fleet of crude oil and product tankers, moving seaborne oil cargoes worldwide using very large crude carriers, Suezmax and LR2/Aframax vessels.

Operations: Frontline generates about US$2.25b in revenue from its tanker operations.

Market Cap: US$8.70b

Frontline gives dividend investors exposure to a high earning crude tanker fleet at a time when longer trade routes and a thin global order book are supporting vessel utilisation and margins. Earnings have been very strong recently, with Q1 2026 net income of US$559.12 million and a quarterly dividend of US$1.55 per share. However, the stock still trades on a single digit P/E while analysts expect earnings and revenue to decline over the next few years. High debt levels, spot market exposure and the long term shift toward renewables add real risk. The key question is whether Frontline’s modern, fuel efficient ships and high margins can keep the dividend attractive as the cycle turns and trade routes evolve.

Frontline’s strong tanker earnings, modern fleet and single digit P/E hint at a story the headline dividend does not fully explain. Before the next cycle move, see how the 3 key rewards and 3 important warning signs (1 is major!)

NYSE:FRO Past Earnings Growth as at Aug 2026
NYSE:FRO Past Earnings Growth as at Aug 2026

The three dividend stocks in this article are only a starting point, with the full screen highlighting 92 more companies that pair yields above 5% with equally compelling income stories through the Dividend Powerhouses (3%+ Yield) screener. Use Simply Wall St to identify, analyze and filter for the exact catalysts and dividend narratives that matter to you so you can focus on the highest conviction ideas.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.