Long term Treasury yields are back near early 2000s levels, policy makers are arguing in public, and investors are questioning whether US government bonds still feel like the default safe anchor. That mix is pushing more attention onto established large caps that already return cash to shareholders. This article looks at three stocks from our value and high dividend screener that appear particularly exposed to these bond market crosswinds.

The stocks covered below are just a starting sample from this idea. The full screen surfaced 7 more companies with equally compelling narratives that are not in the article. To go straight to the source and identify, filter and analyze your own highest conviction setups, head into the US Large-Cap Value and High-Dividend Stocks screener.

Healthcare Realty Trust (HR)

Overview: Healthcare Realty Trust is a US medical office REIT that owns and operates hundreds of outpatient medical buildings near major hospital campuses, aligning with the screener’s focus on established, income oriented large caps. It collects rent from healthcare providers using these facilities and grows by acquiring and developing additional properties around leading health systems.

Operations: Healthcare Realty Trust generates all of its roughly US$1.1b in annual revenue from US healthcare real estate, primarily medical office properties.

Market Cap: US$6.7b

Investors looking at value and high dividend ideas may find Healthcare Realty Trust interesting because it combines a focused US medical office portfolio with a record of paying income, while management is working to reset margins and recycle capital. Recent updates highlight rising occupancy, solid tenant retention and ongoing redevelopment projects tied to major health systems, which together support the case for steadier cash flows as long term leases season. At the same time, investors need to weigh risks such as high reliance on external borrowing in a volatile interest rate environment and the fact that the company has reported losses in recent years. The key consideration is whether its portfolio characteristics and capital allocation plans can support that income profile over time.

Rising occupancy and tenant retention at Healthcare Realty Trust could be masking a more complex picture in its balance sheet and income profile. Before assuming the dividend story is straightforward, review the Healthcare Realty Trust financial health report

Americold Realty Trust (COLD)

Overview: Americold Realty Trust is a REIT that owns and operates temperature controlled warehouses and logistics facilities that keep food and other perishables safely stored and moving through global supply chains. The company connects producers, processors, distributors and retailers through a large network of refrigerated warehouses and related services across North America, Europe, Asia Pacific and South America.

Operations: Americold Realty Trust reports around US$207 million of revenue from transportation services and about US$2.4 billion from segment level adjustments linked to its broader temperature controlled logistics and storage activities, with most revenue coming from North America at about US$2.0 billion alongside smaller contributions from Asia Pacific at US$345 million, Europe at US$249 million and South America at US$15 million.

Market Cap: US$4.3b

Americold Realty Trust fits the large cap value and dividend theme because it owns essential cold storage infrastructure that typically supports recurring rent and service income, while offering a dividend profile that some income focused investors may find interesting. The stock may appeal if you want exposure to food logistics that is less tied to consumer spending cycles and more to basic consumption trends, backed by long term contracts, automation projects and partnerships such as the Port Saint John hub and EQT joint venture. The trade off is meaningful leverage and a dividend that is not well covered by earnings, so the case rests on whether operational execution, occupancy and AFFO gains can keep pace with higher funding costs as bond yields stay elevated.

Americold Realty Trust is linking long term food demand to a global cold storage network, but its leverage and dividend coverage raise significant questions. Get the full 3 key rewards and 1 important warning sign

Kraft Heinz (KHC)

Overview: Kraft Heinz is a mature US based global food company that makes and markets everyday pantry and refrigerated staples such as sauces, cheese, coffee and prepared meals. This fits the screener’s focus on established dividend paying large caps with value characteristics. Its brands like Heinz, Kraft, Oscar Mayer and Philadelphia reach consumers worldwide through supermarkets, foodservice channels and e commerce, supported by a long operating history dating back to 1869.

Operations: Kraft Heinz generates about US$18.4b of revenue from North America, US$3.5b from international developed markets and US$2.9b from emerging markets.

Market Cap: US$30.4b

Kraft Heinz is the kind of consumer staples stock many investors consider when long dated bond yields rise and growth stocks come under pressure, because it combines everyday food brands, a roughly 6% dividend yield and the potential for steadier cash flows if its turnaround plan gains traction. At the same time, the company is still working through weak North American volumes, elevated debt and a dividend that is not fully backed by earnings, so the income story carries risks. The interest rate backdrop from the Treasury Fed standoff further focuses this issue. If brand investment, emerging market expansion and margin repair deliver as planned, the current valuation and yield could look very different to investors who wait on the sidelines.

Kraft Heinz’s turnaround story and roughly 6% yield are grabbing attention. The real twist is how the cash flow, debt and payout all fit together. Walk through the full analysis report for Kraft Heinz

Curious About Fresh Stock Alternatives?

Some stock stories move from quiet to breakout before most investors react. Use this momentum while it matters and scan curated ideas still under the radar for now, act now.

• Spot resilient cash generators before the crowd by running the list of solid balance sheet and fundamentals (51 results). Focus on businesses with cleaner finances while others chase yesterday’s headlines.
• Ride potential income momentum by scanning the 12 dividend fortresses. Zero in on higher yielding stocks before yield hunters arrive and pricing moves away from you.
• Target early growth stories with real earnings by checking the 75 profitable AI stocks that aren't just burning cash. Stay ahead of AI hype cycles that others only notice once prices are already flying.

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.