Alpha Insights | Income Investing
25 Dividend Stocks That Pass Our Ethical Screen — Income Investing Without Compromising Your Principles
We Screened 13,648 Stocks for Yield Above 1.5%, Market Cap Above $10 Billion, and Ethical Compliance. These 25 Survived. Yields Range From 7.5% to 14%.
Monday 22 June 2026 | Titan Ethical Research Desk
The Problem We Solve
Finding high-yield dividend stocks is easy. Finding high-yield dividend stocks that also pass a rigorous ethical screen is significantly harder. Most income-focused lists include tobacco, gambling, defence, and conventional finance names that fail principled investing criteria. We ran our full universe through both filters simultaneously. Out of 13,648 scored stocks, 25 made the cut.
How We Filtered
Starting Universe
13,648
Stocks scored
Dividend Yield
>1.5%
Minimum threshold
Market Cap
>$10B
Institutional grade
Ethical Screen
PASS
Full compliance required
The ethical screen evaluates each company across principled investing criteria including business activity screening, revenue source analysis, and governance assessment. A PASS means the company generates its revenue from permissible activities and maintains governance standards consistent with ethical investment principles. This is not a subjective judgement — it is a systematic screen applied identically across the entire universe.
The 25 That Survived
| Ticker | Company | Yield | PE | Fwd PE | ROE | Moat |
|---|---|---|---|---|---|---|
| AGNC | AGNC Investment Corp | 14.0% | 8.1 | 6.9 | 13% | Narrow |
| NLY | Annaly Capital Management | 13.5% | 7.2 | 7.4 | 15% | Narrow |
| PBR-A | Petrobras (Preferred) | 11.7% | 4.7 | 6.1 | 26% | Narrow |
| JBS | JBS N.V. | 11.2% | 7.4 | 7.3 | 22% | Narrow |
| TU | TELUS Corporation | 10.4% | 26.8 | 15.9 | 4% | Narrow |
| WIT | Wipro Limited | 9.5% | 15.5 | 13.1 | 15% | — |
| PBR | Petrobras (Common) | 8.8% | 6.1 | 4.8 | 26% | — |
| WES | Western Midstream Partners | 8.7% | 14.1 | 11.4 | 37% | Narrow |
| MPLX | MPLX LP | 7.6% | 12.3 | 11.5 | 33% | Narrow |
| 2388.HK | BOC Hong Kong Holdings | 7.5% | 12.6 | 11.3 | 12% | Strong |
Showing top 10 by yield. Full 25 available on our Dividend Screener with live data, filtering, and full ethical compliance details.
What the Data Tells Us
Three Patterns Worth Noting
- Emerging market energy dominates the high-yield end. Petrobras (11.7%), JBS (11.2%), and several Asian names populate the top of the table. These carry country risk and currency risk alongside the yield, which is why they pay more.
- Midstream energy passes the ethical screen. Western Midstream (8.7%) and MPLX (7.6%) are pipeline operators, not producers. Their revenue comes from transportation fees, which the ethical screen evaluates differently from extraction. The distinction matters for principled investors.
- The 7-10% sweet spot has the best risk-adjusted profiles. Below 7%, you are not being compensated enough for the risk of holding individual stocks over index funds. Above 10%, the yield is often compensating for structural problems. The 7-10% band is where quality and income overlap most reliably.
The Income Trap Warning
High Yield Does Not Mean Safe Income
A dividend yield is calculated by dividing the annual payment by the current stock price. When a stock price falls 50%, the yield doubles — but the company has not become twice as generous. It has become half as valuable. Always check whether a high yield reflects genuine cash generation or a falling share price. The PE ratio and ROE columns in our table exist specifically for this purpose. AGNC at 14% yield with an 8.1 PE and 13% ROE is a fundamentally different proposition from a company yielding 14% because its stock has collapsed.
How to Use This List
| Approach | Guidance |
|---|---|
| Beginner | Start with the names you recognise and research each one individually before committing capital. Dividend investing rewards patience and consistency, not speed. Consider building a basket of 5-8 names across different sectors rather than concentrating in the highest yielder. |
| Intermediate | Cross-reference this list with our Convergence Screener to find names that also score well on momentum and technical layers. A stock paying 8% with a markup regime and strong quant score is a fundamentally better risk-adjusted position than a stock paying 12% in a markdown regime. |
| Advanced | Use the forward PE column to identify names where the market is pricing earnings growth that will grow into the current yield. Petrobras at 4.8x forward PE with an 8.8% yield and 26% ROE has a different risk profile from a REIT at 7x forward PE with 14% yield and 13% ROE. The Petrobras yield is supported by genuine earnings power; the REIT yield is supported by leverage and spread income. |
Explore Further
Our Dividend Screener provides the full interactive list with live data, filtering by yield, sector, and ethical status. The Convergence Screener adds momentum and technical layers for a complete picture. For ethical investing methodology, see our Ethical Trading guide.
This is analysis, not financial advice. Dividend payments can be reduced or eliminated at any time. Past yields do not guarantee future income. Always conduct your own research and consider your risk tolerance before investing. The ethical screen is a systematic filter, not a religious ruling.