With inflation readings mixed across regions, central banks weighing their next moves and growth holding up in several major economies, many investors are looking for income that feels steadier than short term market headlines. That is where Dividend Powerhouses can help. This screener focuses on companies offering more than a 5% yield, with dividends that appear well covered, growing and stable based on the criteria provided. In this article, three of the strongest candidates from the Dividend Powerhouses 3%+ Yield list are highlighted to illustrate how high, recurring income might fit into a long term portfolio plan.

Accenture (ACN)

Overview: Accenture is a global professional services company based in Dublin that helps organisations design, build and run their operations using consulting, technology, AI, cloud and managed services across industries such as finance, healthcare, consumer, industrials and energy.

Operations: Accenture generates most 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$76.3b

Accenture stands out in the Dividend Powerhouses context because it couples a high yield with a large, diversified services engine that is heavily focused on AI, cloud, security and large scale digital transformation work for blue chip clients. The company is leaning into Gen AI with sizeable bookings and acquisitions in cybersecurity and Industry X. An active buyback program and historically strong Return on Equity suggest a focus on capital efficiency and shareholder returns. At the same time, margin pressure, funding structure risks and softer areas such as federal work and certain regions mean earnings are not on autopilot. How these moving parts come together could matter a lot for investors looking for income and long term total return potential from Accenture.

Accenture’s AI and cloud engine may be stronger than the headline dividend story suggests, but the real question is how that feeds into long run cash flows and income. See the DCF valuation analysis for Accenture

Exxon Mobil (XOM)

Overview: Exxon Mobil is a large, integrated energy company that explores for and produces oil and gas, refines them into fuels and chemicals, and sells a wide range of petroleum and specialty products under the Exxon, Esso and Mobil brands around the world.

Operations: Exxon Mobil generates most of its revenue from Energy Products at about US$295.8b across US and non US markets, followed by Upstream at about US$101.8b, Chemical Products at about US$32.6b and Specialty Products at about US$20.4b, after intersegment eliminations of about US$124.7b.

Market Cap: US$563.9b

For income focused investors, Exxon Mobil pairs a long dividend track record and a yield around 3% with exposure to some of the company’s highest return assets in Guyana and the Permian Basin. Analysts see scope for both earnings and the share price to rise. However, recent earnings declined 23.7% and the current 7.8% net margin is under pressure, with the dividend not fully covered by free cash flow and funding reliant on external borrowings. That mix of high quality assets, governance that scores well on board independence, and clear risks around cash generation and oil price sensitivity is what makes Exxon Mobil a candidate for closer review within a dividend-focused portfolio built around this screener.

Exxon Mobil’s earnings slide and pressured 7.8% net margin could be masking how its highest return assets reshape the income story, and the analysis report for Exxon Mobil hints at what that balance might really look like

VICI Properties (VICI)

Overview: VICI Properties is an S&P 500 real estate investment trust that owns a large portfolio of casinos, hotels and other experiential properties, including Caesars Palace Las Vegas, MGM Grand and the Venetian, and collects rent from operators under long term triple net leases.

Operations: VICI Properties generates about US$4.0b in revenue from real estate investment activities, primarily in the United States.

Market Cap: US$29.7b

VICI Properties offers investors a high yield backed by long term, inflation linked leases on marquee Las Vegas and regional casino assets. Recent deals such as the Club Med Carambola Beach Resort and Alberta casino additions have expanded that rent base. Earnings grew 17.9% over the past year and net margins are high at 76.8%. However, the stock trades well below some fair value estimates and analyst targets, which has drawn attention from income investors. On the other hand, there is meaningful tenant concentration in operators such as Caesars, exposure to physical gaming as online betting grows, and heavier reliance on external borrowings. These factors raise questions about how resilient that income stream really is over time.

VICI Properties’ high yield and 76.8% net margin suggest an income engine many investors might be underestimating, yet tenant concentration and external borrowing are key pieces of the puzzle that the analysis report for VICI Properties starts to unpack

The three Dividend Powerhouses highlighted here are only a starting point, with the full screen uncovering 1,925 more companies on the Dividend Powerhouses (3%+ Yield) screener that may offer similarly compelling income stories and business narratives. Use Simply Wall St to identify, filter and analyze the specific catalysts and dividend narratives that matter to you so you can focus on the highest conviction ideas for your portfolio.

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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.