Inflation worries are back on center stage, with expectations for a 4.3% May CPI print, strong jobs data, higher Treasury yields, and rising talk of future Fed hikes all feeding into a bumpier market. For income focused investors, that mix can make high dividend stocks look both appealing and tricky, especially as energy prices stay elevated and volatility picks up. This article highlights three stocks from a High Dividend Yield Stocks screener that are directly exposed to these macro shifts, providing context to help you decide whether they belong on your watchlist or on the sideline.

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SunCoke Energy (SXC)

Overview: SunCoke Energy is a coke producer that supplies blast furnace and foundry coke to steelmakers and other industrial customers, while also running logistics terminals and offering a wide range of on site material handling, scrap processing, and environmental services in the US and abroad.

Operations: SunCoke generates most of its US$1.9b revenue from Domestic Coke at about US$1.6b, with Industrial Services contributing roughly US$272.6m and smaller amounts from Corporate and Other, and almost all revenue comes from the United States at about US$1.8b versus US$84.2m internationally.

Market Cap: US$0.8b

SunCoke Energy sits at the crossroads of high dividend income and inflation sensitive energy markets, which can be appealing when yields are rising and investors are nervous about future Fed moves. The company is working through a swing to a Q1 2026 net loss of US$4.4m while guiding to full year net income of US$18m to US$36m, so the path to the expected earnings recovery and dividend sustainability deserves close attention. Heavy reliance on a few large steel customers, plus funding that leans on external borrowing, adds real risk if contracts or credit conditions tighten. At the same time, long term coke contracts, the Phoenix acquisition and integrated logistics give SunCoke tools that may help support cash flow if inflation and energy prices stay elevated.

SunCoke’s swing to a Q1 2026 loss with guided full year profit targets makes the risk reward balance unusually tight, so the 3 key rewards and 2 important warning signs (1 is major!) could reveal what the dividend headline is not telling you yet

Fidelity National Financial (FNF)

Overview: Fidelity National Financial is a Jacksonville based insurance group that combines a large U.S. title insurance and escrow operation with mortgage services, annuity and life products, pension risk transfer solutions, and a real estate brokerage arm.

Operations: Fidelity National Financial generates most of its US$15.0b revenue from Title at about US$8.7b and F&G annuities and life at roughly US$6.0b, with Corporate and Other at about US$0.3b and all revenue reported from the United States.

Market Cap: US$12.8b

For income focused investors concerned about stubborn inflation, higher rates, and choppy equities, Fidelity National Financial offers a mix of a 4.39% dividend yield, fee based title earnings, and an annuity and life unit that can be more appealing when rate sensitive products draw increased interest. Recent results indicate that Title margins and earnings have been under pressure over several years. However, Q1 2026 showed stronger revenue, higher net income, and reaffirmed margin targets, alongside active buybacks and technology driven efficiency efforts. The business still relies heavily on U.S. real estate volumes and uses higher risk external funding. As a result, a key consideration for investors is whether digital investments, AI driven cost savings, and the F&G segment can offset those cycle and funding risks over time.

Fidelity National Financial’s mix of 4.39% yield, title earnings, and annuity exposure could be quietly reshaping its story; the real question is what the 4 key rewards and 1 important warning sign is signaling about how this balance holds up if conditions turn

Radian Group (RDN)

Overview: Radian Group is a US based insurer that focuses on private mortgage insurance and related credit risk solutions, helping banks and other lenders insure higher loan to value home loans so borrowers can buy homes with smaller deposits. It also offers specialty insurance and reinsurance products that support mortgage credit investors and mortgage originators across the housing market.

Operations: Radian Group generates about US$1.2b from Mortgage Insurance and a US$169.2m segment adjustment, with all reported revenue of roughly US$1.4b coming from the United States.

Market Cap: US$4.5b

Radian Group gives income focused investors a 3.02% dividend yield backed by mortgage insurance operations that are built around data driven risk selection, tight cost control, and a long history in the housing market. With inflation worries flaring again, higher rates, and a strong jobs backdrop supporting employment, a business that leans on steady premium income and disciplined underwriting can stand out, especially as Radian adds specialty insurance exposure via Inigo and continues buybacks and dividends. The flip side is heavy dependence on mortgage insurance and a funding mix that relies entirely on external borrowing, which introduces real risk if credit conditions or housing affordability weaken, so the 5 key rewards and 0 important warning sign will be crucial for weighing that trade off.

Radian’s combination of disciplined mortgage insurance, data driven underwriting, and shareholder returns could be masking a bigger story. See how the 5 rewards frames the next chapter before the housing cycle shifts again.

The three stocks here are just a starting point, and the full High Dividend Yield Stocks screener surfaced 7 more U.S. companies with similarly compelling income stories and business narratives in the High Dividend Yield Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts, payout profiles, and risk narratives that matter most to you so you can focus on your highest conviction dividend 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.