Accenture Stock And 2 Dividend Picks For Higher Rates

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Accenture Plc Class A

ACN

0.00

With central banks flagging that inflation remains a risk, interest rates may stay higher for longer. That keeps bond yields in focus and raises the bar for income investments. Reliable dividend streams start to look more attractive when cash needs a competitive reason to stay put. This article walks through three stocks from the Dividend Powerhouses screener that offer 3%+ yields, described as well covered and growing, for investors who want income with discipline.

The three stocks in this article are just a starting sample from the Dividend Powerhouses idea, and the full screen surfaced 1,838 more companies with income profiles and stories that are not covered here. To identify and analyze the income opportunities that best fit your goals, head straight into the Dividend Powerhouses (3%+ Yield) screener.

Accenture (ACN)

Overview: Accenture is a global consulting and technology services company that helps large organisations design, implement, and run systems such as cloud, data, AI, and managed outsourcing. This provides steady fee income that supports a growing dividend. Its high margin Strategy & Consulting work and large Technology and Managed Services contracts, including cloud migration and application management, are central to why Accenture fits a dividend powerhouse theme built on well covered, recurring cash flows.

Operations: Accenture generates most of its revenue from its Products segment at about US$22.3b, with additional contributions from 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$114.7b

Income focused investors may want to look closely at Accenture because it combines a 3.44% dividend yield with a large base of recurring services that helps support that payout, even as the business shifts toward AI and automation. The P/E of 14.9x is below many US IT peers and the wider market. Some investors see this as compensation for risks such as recent earnings softness, heavy spending on AI capabilities, and a relatively new senior management team. At the same time, high ROE around 23.7%, strong partnerships in cloud and AI, and expanding mid market offerings through Accenture Edge suggest a more interesting story for dividend growth than the headline numbers alone.

Accenture’s high margin consulting and recurring services create a story that many investors only half see. To understand how that feeds into payout strength and valuation, review the Accenture financial health report

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

Kaspi.kz (KSPI)

Overview: Kaspi.kz runs a super-app across Kazakhstan and neighbouring markets that combines payments, fintech and an online marketplace so consumers can pay bills, shop, send money and use buy now pay later, while merchants accept cards, manage invoices and tap financing. Its Payments and Fintech platforms, including merchant acquiring, P2P transfers and BNPL, are key to the Dividend Powerhouses theme because they generate high margin, recurring cash flow that can help support a well covered, growing dividend.

Operations: Kaspi.kz generates most of its revenue from its Marketplace segment at about KZT 2,151.1b and Fintech at about KZT 1,713.9b, with Payments contributing about KZT 677.2b, largely across Kazakhstan and other markets which together account for roughly KZT 3,313.9b compared with about KZT 1,186.6b from Turkey.

Market Cap: US$20.0b

Kaspi.kz may warrant a closer look if you want income backed by a busy payments and fintech engine rather than a slow moving utility. Its super-app ties together merchant acquiring, P2P transfers and BNPL with e-commerce, which supports cash generation and has allowed the board to propose an 18% dividend hike for Q2 2026. At the same time, profit margins have come under pressure, funding relies entirely on external sources and insider selling has picked up, all of which matter for dividend reliability. Alongside the push into Turkey banking and e-Grocery, this gives the company a chance to grow and diversify its income base, but also introduces execution and regulatory risks that dividend-focused investors may wish to consider carefully.

Kaspi.kz is tying payments, BNPL and e-commerce into one accelerating super app story that many investors still underestimate. Get the full picture in the analysis report for Kaspi.kz

NasdaqGS:KSPI Revenue & Expenses Breakdown as at Aug 2026
NasdaqGS:KSPI Revenue & Expenses Breakdown as at Aug 2026

VICI Properties (VICI)

Overview: VICI Properties is a real estate investment trust that owns casino, hotel and leisure properties such as Caesars Palace, MGM Grand and the Venetian. It then collects contractually set rent from operators under long term triple net leases. This rent centric model across 103 experiential assets is the key link to the Dividend Powerhouses theme because it aims to turn steady, lease backed cash flows into a high, well covered dividend.

Operations: VICI Properties generates all of its US$4.1b in revenue from real estate investment activities in the United States.

Market Cap: US$28.4b

Income investors may want to look closely at VICI Properties because its long term, inflation linked leases with operators like Caesars and MGM create a rental stream that aligns neatly with a well covered dividend focus. Recent deals in resorts and experiential venues add more tenants and geographies. Analysts see room for value if rental growth and high net margins hold up, yet there are real risks around tenant concentration, rising exposure to lending, and the shift toward online gaming that could test future rent coverage. The latest AFFO per share of US$0.62 in Q2 2026 and a higher 2026 outlook keep the story interesting for anyone who wants yield that is rooted in visible contracts rather than short cycle trading income.

VICI Properties’ rent backed cash flows and US$0.62 Q2 2026 AFFO per share suggest that the headline yield only tells part of the story. Pull up the VICI Properties financial health report to see how tenant risks and lending exposure really fit together.

NYSE:VICI Earnings & Revenue History as at Aug 2026
NYSE:VICI Earnings & Revenue History as at Aug 2026

Seeking Alternatives Before The Crowd

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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.