Analysts Recommend Two Dividend Stocks Offering Up to 10% Yield

As the end of 2025 approaches, investors are keenly looking for dividend stocks that promise substantial yields. Analysts are recommending two such stocks that could yield up to 10%. These stocks are ideal for those seeking reliable income while also providing potential growth.

Dividend Stocks to Consider

Investors might find it beneficial to add high-yield dividend stocks to their portfolios. These stocks typically belong to companies with a solid history of dependable payments and improving fundamentals. Analysts have identified two standout options that offer attractive dividends.

Apollo Commercial Real Estate (ARI)

Apollo Commercial Real Estate operates primarily as a real estate investment trust (REIT) in both the U.S. and Europe. The company focuses on originating and investing in real estate-related financial products. As of September 30, 2025, Apollo holds a commercial real estate loan portfolio worth $8.3 billion, which spans 54 loans.

• 98% of the loans are floating-rate.
• 31% of the portfolio is based in the UK, while 17% is in New York City.
• The loan types include residential (31%), office space (25%), and hotels (17%).

Apollo has consistently paid its dividend since 2010. The current dividend rate is set at $0.25 per share, resulting in a yield of 10%. In the third quarter of 2025, the company reported revenues of $61.62 million, although this reflects a 14% decline year-over-year. However, distributable earnings per share were $0.30, exceeding analyst expectations.

J.P. Morgan’s Richard Shane has a positive outlook on ARI. He maintains a Buy rating and a $10.92 price target, implying a potential upside of around 12%. Overall, ARI shares hold a Strong Buy consensus rating, trading at approximately $9.83, with an expected upside of 11% based on average analyst targets.

OneMain Holdings (OMF)

OneMain Holdings specializes in consumer financial services, particularly in the sub-prime loan sector. With its corporate roots tracing back to 1912, OneMain is headquartered in Evansville, Indiana. It operates more than 1,300 branches across 47 states, focusing on personal loans ranging from $1,500 to $20,000.

• Loan payment terms vary from 2 to 5 years.
• Interest rates for these loans can range from 18% to 35.99%.
• As of the third quarter of 2025, OneMain reported $25.9 billion in managed receivables, a 6% year-over-year increase.

For the same quarter, OneMain’s total revenue reached $1.6 billion, marking a 9% annual increase. The company has consistently raised its dividend since 2019, with the current rate sitting at $1.05 per share, translating to an annualized yield of 7%.

TD Cowen’s Moshe Orenbuch is optimistic about OMF, issuing a Buy rating and setting a price target of $72. This indicates a potential upside of 20%, alongside the dividend yield to provide a total return potential of 27%. The stock is currently priced at $60.20, with a Moderate Buy consensus rating based on recent analyst reviews.

As investors look for high-yield dividend stocks, both Apollo Commercial Real Estate and OneMain Holdings stand out as compelling options for 2026. Their strong fundamentals and attractive yields can enhance any income-focused investment strategy in the coming year.