With inflation, rate expectations and oil prices all pulling markets in different directions, many investors are looking for income that feels steadier than the headlines. That is where high quality dividend payers with yields above 5% and covered, growing and stable payouts can play a role. The Dividend Powerhouses screener focuses on exactly this kind of stock, aiming to highlight companies that keep rewarding shareholders even when sentiment swings. In this article, you will see three of the strongest dividend ideas from that screener and how they might fit alongside your existing holdings.

Progressive (PGR)

Overview: Progressive is a large US insurance company that focuses on auto coverage for individuals and businesses, as well as homeowners, renters and other specialty property and casualty lines, sold through agents, online and over the phone.

Operations: Progressive generates all of its US$91.0b in revenue from the United States.

Market Cap: US$120.9b

Progressive stands out in this dividend-focused list because its core strength is not just its payout, but the data-heavy insurance engine behind it. The company uses analytics and telematics to refine pricing and underwriting, which has supported strong earnings growth in recent years and a high return on equity around 34.1%, even as the latest results raised questions about underwriting margins and a higher combined ratio. At the same time, analysts expect earnings to soften and have flagged intense competition, rising claim costs and a heavy tilt toward personal auto as real risks. That mix of proven profitability, margin pressure and a 3%+ yield makes Progressive a stock where getting the full story could matter for income-focused portfolios.

Progressive’s data driven engine and 34.1% return on equity suggest there is more behind this 3%+ yield than a simple income story. However, margin questions linger and competition is heating up, so it is worth reviewing the full picture in the analysis report for Progressive

Accenture (ACN)

Overview: Accenture is a global consulting and technology services company that helps large businesses and public-sector clients design, build and run their IT, cloud, AI, cybersecurity and outsourced operations across multiple industries.

Operations: Accenture generates most of its revenue from Products clients 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$87.9b

Accenture may appeal to income-focused investors because it combines a 4.54% dividend yield with a large, diversified IT services business that is linked to AI, cloud and cybersecurity spending. The stock trades at a lower P/E than many US IT peers while reporting net profit margins around 10.7% and ROE of 23.7%. At the same time, earnings declined over the past year and bookings softened as clients reassessed AI projects and delayed some work, which affected sentiment and coincided with several analyst price target cuts. That mix of valuation, AI-related partnerships and disruption risk is what differentiates Accenture in this dividend list.

Accenture’s 4.54% yield and lower P/E suggest the market may be underpricing its role in AI, cloud and cybersecurity. See how analyst forecasts for Accenture stack up against those risks that analysts are quietly weighing.

Medtronic (MDT)

Overview: Medtronic is a global medical technology company that develops and sells devices such as heart pacemakers and defibrillators, brain and spine implants, surgical tools, and diabetes management systems to hospitals and clinicians across the United States, Ireland, and the rest of the world.

Operations: Medtronic generates about US$14.0b of revenue from Cardiovascular devices, US$10.3b from Neuroscience, US$8.8b from Medical Surgical, and US$3.2b from Other products, with smaller unallocated adjustments.

Market Cap: US$106.5b

Income investors may find Medtronic interesting because it pairs a 3.41% dividend yield and a 49-year record of dividend increases with a broad portfolio tied to chronic disease trends and device adoption in areas like neuromodulation and stroke care. Recent acquisitions, including SPR Therapeutics and CathWorks, expand its higher-growth pain and coronary assessment offerings. Revenue and earnings growth are expected to be steady rather than rapid, and net margins at 13.2% with a 9.7% ROE leave room for improvement. Regulatory recalls, a higher-risk funding structure and execution around the Diabetes spin-off are genuine watchpoints. The stock trades on a lower P/E than many peers and below some fair value estimates, which is why many investors want a closer look at how the growth pipeline, margins and dividend profile fit together for the long term.

Medtronic’s 49-year dividend streak and medical portfolio tied to chronic disease trends hint at a story that is still unfolding, and the analyst forecasts for Medtronic may reveal how that income profile could quietly shift next.

The three stocks in this article are just the starting point, as the full Dividend Powerhouses (3%+ Yield) screener surfaced 88 more companies with income profiles and narratives that could be just as compelling for a high-yield watchlist. Use Simply Wall St to identify, filter and analyze the specific catalysts and dividend stories that matter to you, so you can focus on the highest conviction opportunities in minutes instead of hours.

Take Control of Your Investment Journey

If Progressive or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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.