Five Monthly Dividend Stocks Post Q2 Results as 10-Year Treasury Holds at 4.72%
Updated
Updated · 24/7 Wall St. · Aug 13
Five Monthly Dividend Stocks Post Q2 Results as 10-Year Treasury Holds at 4.72%
3 articles · Updated · 24/7 Wall St. · Aug 13
Summary
Five U.S.-listed monthly payers — four REITs and Main Street Capital — reported Q2 2026 results that sharpen the outlook for the next 12 dividend checks as retirees weigh equities against bonds.
Realty Income posted $1.55 billion in revenue and raised 2026 AFFO guidance to $4.44-$4.45, while Agree Realty logged record $502 million quarterly investment and 99.8% occupancy.
STAG Industrial delivered its fourth straight EPS beat, with revenue up 8.08% and new lease cash rent change at 19.8%, though portfolio occupancy slipped to 94.5% and interest expense rose.
Main Street Capital beat estimates with $1.04 adjusted EPS, 18.9% annualized ROE and a 20th straight $0.30 supplemental dividend, while LTC Properties lifted revenue 64.11% and narrowed Core FFO guidance to $2.76-$2.78.
The broader trade-off remains rates: the Fed's upper bound has held at 3.75% since December 2025, and future cuts could ease REIT financing costs even as they squeeze Main Street's floating-rate income.