3 High Dividend US Stocks For Investors Watching Verizon Stock And Rising Yields

Bond yields are back in the headlines, the U.S. Treasury is rolling out a rare $6b buyback program, and borrowing costs across the economy are feeling the strain. That mix can punish expensive growth stories but often puts a spotlight on large dividend payers that throw off cash and trade on steadier valuations. This article walks through three high-dividend U.S. stocks exposed to this rate shock and shows where the current setup may help or hurt investors hunting for income with a value tilt.

The three stocks covered next are only a sample of what screens well for high dividends and value, and the full universe includes 8 more large caps with income profiles and valuation stories that are just as interesting but not discussed here.

If you want to move beyond examples and start working through the full set yourself, head straight to the U.S. Large-Cap High-Dividend / Value Stocks screener to identify, filter, and analyze candidates that best fit your own income and risk profile.

National Health Investors (NHI)

Overview: National Health Investors is a U.S. healthcare REIT that owns and finances senior housing and medical facilities, aligning closely with income-focused dividend investing.

Operations: National Health Investors generates about $296 million from Real Estate Investment assets and roughly $134 million from its SHOP segment, entirely in the United States, totaling around $436 million.

Market Cap: US$3.5b

Within this high-dividend, value-leaning screener, National Health Investors offers income seekers a healthcare REIT backed by aging demographics and senior housing exposure. This is where the more interesting part of the story starts to show up.

Accelerating growth in the 75+ U.S. population and increased demand for senior housing are associated with higher occupancy rates and pricing power in NHI's SHOP portfolio, as reflected in recent quarter-over-quarter rises in both occupancy and RevPOR. These trends may support revenue and net operating income (NOI).

The real question for National Health Investors is how one unresolved pressure on future margins plays out as this demand wave builds.

That margin overhang is exactly what the full narrative for National Health Investors unpacks for National Health Investors, separating temporary pressure from potential long run income power.

Verizon Communications (VZ)

Overview: Verizon Communications runs a large U.S. telecom network that sells wireless, broadband, and related services and devices to consumers, businesses, and governments.

Operations: Verizon Communications generates about US$107.2b from its Consumer segment, US$29.4b from Business, and US$2.6b from Corporate and Other, almost entirely in the United States.

Market Cap: US$209.4b

Within a screen built for large, higher-yield U.S. dividend stocks, Verizon Communications brings a core telecom cash engine that often behaves more like a utility than a growth story when bond markets turn volatile.

The rapid expansion of fixed wireless access (FWA) and fiber broadband, as evidenced by accelerating subscriber growth (5M+ FWA subscribers, robust broadband net adds, and the pending Frontier acquisition), reflects efforts to address demand for high-quality home and business connectivity as more devices, smart homes, and bandwidth-intensive applications proliferate, with potential implications for future service revenue and ARPU.

What really shapes the income case from here is how one heavy but manageable balance sheet variable feeds through to cash generation over time.

That balance sheet question is exactly what the full narrative for Verizon Communications unpacks, showing where Verizon Communications' debt load may be masking resilient cash generation and dividend firepower.

Apple Hospitality REIT (APLE)

Overview: Apple Hospitality REIT owns a large portfolio of upscale, rooms-focused Hilton, Marriott, Hyatt and independent hotels across the U.S., providing dividend-oriented exposure within this high-yield value screen.

Operations: Apple Hospitality REIT generates about US$1.4b in revenue from its U.S. hotel portfolio, with all income tied to domestic properties.

Market Cap: US$3.6b

Apple Hospitality REIT offers pure-play U.S. hotel exposure in this dividend and value screen, combining a big-brand portfolio with cash distributions that may appeal to income-focused investors watching interest rates closely.

The heavy concentration of assets in specific upscale, select-service segments and in suburban/secondary U.S. markets increases exposure to region-specific economic slowdowns and intense competition, which could compress net operating income and margins if local demand does not recover as anticipated.

A key factor for Apple Hospitality REIT is how shifts in travel patterns ultimately affect its ability to maintain or adjust pricing.

Those pricing swings are exactly where the full narrative for Apple Hospitality REIT shows how Apple Hospitality REIT balances rate risk, regional demand shifts, and income potential that might be getting overlooked by the market.

Seeking Alternatives Before Momentum Flies

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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.

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