Top Financial Stocks with High Dividend Yields: An Analyst Perspective

Sep 16, 2025 at 10:26 AM
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In periods characterized by significant market fluctuations and economic uncertainties, many investors strategically opt for dividend-paying equities. These securities frequently belong to companies that exhibit robust free cash flow and a commitment to generously compensating their shareholders through substantial dividend distributions.

This detailed report delves into three prominent financial sector companies that currently offer dividend yields surpassing 10%, drawing upon the insights and evaluations of highly-rated Wall Street analysts. The selected firms are Dynex Capital, MFA Financial, and AGNC Investment Corp., each presenting a compelling case for income-focused investors.

Dynex Capital, Inc. (DX) boasts an impressive dividend yield of 16.28%. Recent analyst activity includes UBS's Doug Harter, who, with an accuracy rate of 62%, maintained a Neutral rating and raised the price target from $12.5 to $13 on September 3, 2025. Similarly, Keefe, Bruyette & Woods' Bose George, noted for a 71% accuracy rate, upheld an Outperform rating and adjusted the price target from $12.5 to $13 on July 10, 2025. The company's latest news on July 21 indicated mixed quarterly financial results.

MFA Financial, Inc. (MFA) exhibits a dividend yield of 14.24%. On September 3, 2025, UBS analyst Douglas Harter, with an accuracy rate of 71%, reaffirmed a Neutral stance and increased the price target from $10 to $10.5. JMP Securities' Mikhail Goberman, boasting a 77% accuracy rate, maintained a Market Outperform rating but slightly reduced the price target from $12 to $11 on July 17, 2025. A notable development for MFA Financial was the announcement of a 36 cents per share dividend on September 11.

AGNC Investment Corp. (AGNC) offers a dividend yield of 14.13%. Brock Vandervliet from UBS, who has a 67% accuracy rate, maintained a Neutral rating and elevated the price target from $9.5 to $9.75 on September 3, 2025. Additionally, Bose George of Keefe, Bruyette & Woods, with a 71% accuracy rate, retained an Outperform rating and increased the price target from $9.5 to $10 on July 10, 2025. AGNC Investment Corp. declared a monthly common stock dividend of 12 cents per share for September on September 11.

These detailed analyst perspectives, coupled with the attractive dividend yields, provide a comprehensive overview for investors seeking income-generating opportunities within the financial sector during volatile market conditions.