Picture a young couple who just purchased a house in Toronto, Ontario. Every month, they need to have about $3,400 ready for the mortgage payment.

With rising interest rates, the mortgage payment could go up over the next 12 months. A low-cost way to offset part of these payments is to invest in quality dividend stocks that offer an attractive yield in 2026. Let’s see how this strategy works for Canadian homeowners.

Why top dividend stocks matter when the mortgage bill is big

The average Canadian mortgage payment in 2026 is roughly $2,867 a month, or about $34,400 a year, according to WealthNorth.

The estimate assumes an average home price of $652,941, a 20% down payment, a 25-year amortization, and a 4.35% five-year fixed rate. It doesn’t include property tax, insurance, or condo fees.

The national average home price in August rose 0.6% to $668,219 according to Storeys, citing the Canadian Real Estate Association (CREA).

However, a homeowner in British Columbia pays a monthly mortgage of $4,058, compared to one in New Brunswick who pays just $1,448.

How much in TSX dividend stocks does it take to cover your mortgage?

Say you invest $1,000 a month and earn about 7% a year, which includes dividends and capital gains. After about 12 years, you’d have roughly $225,000.

Assume a 4% withdrawal rate, and you can allocate $750 a month toward the mortgage, covering roughly 25% of the payment.

Here’s another simple version. At a 4% dividend yield, every $100,000 invested pays about $4,000 a year, or $333 a month.

Why Enbridge stands out among TSX dividend stocks

Enbridge (TSX: ENB) is one of the world’s largest energy infrastructure companies and offers a yield of almost 6% in 2026.  

In Q2 of 2026, it increased adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) by $130 million year over year. Mainline volumes averaged 3.1 million barrels per day, and Enbridge ended Q2 with a capital backlog of $41 billion.

Its projected capital spending should expand its base of cash-generating assets, driving the dividend yield at cost higher over time. Notably, ENB stock has raised the annual dividend from $0.58 per share in 2006 to $3.88 per share today.

On the company’s Q2 earnings call, CFO Pat Murray made the dividend’s role crystal clear.

“Growing our dividend remains central to our strategy. Over the past five years, we’ve returned $38 billion to shareholders and expect to return between $40 billion to $45 billion over the next five years,” Murray said.

The Foolish takeaway

Dividends are never guaranteed and can be suspended or lowered amid economic downturns. So, it’s essential to own top dividend stocks such as Enbridge that generate stable cash flows across business cycles.

Moreover, if you hold dividend stocks in a TFSA (Tax-Free Savings Account), the quarterly dividend payouts and capital gains are exempt from Canada Revenue Agency taxes.

Homeowners need a starting point, a TFSA, and patience. A $215,000 portfolio could cover a quarter of the average payment, and every dividend raise gets them closer.

The post Imagine Part of Your Mortgage Payment Coming From Dividends Instead of Your Paycheque appeared first on Seaside Success Stories.

In late 2025, more than 80% of Americans believed that restaurant prices had climbed over the previous 12 months, according to a YouGov report. However, only 28% of diners believed that those prices were fair for the quality of the meal.

This perceived “value gap” affects how diners are spending.

More than half (54%) say they spend less at restaurants overall, employing strategies like ordering fewer items and skipping drinks to ensure their bills stay small.

“Americans still enjoy dining out, but value has become the deciding factor shaping where and how they choose to eat,” Nora Hao, YouGov America’s Sr. Sales Director, said in a statement accompanying the report. 

For chains like Cracker Barrel, where low prices are the bedrock of the menu, this value-seeking behavior among consumers created an opportunity. 

With some 60% of diners saying that they actively seek out restaurants with lower prices when deciding where to eat out, Cracker Barrel has been able to leverage its wallet-friendly pricing into steady foot traffic and revenues.

But that may be coming to an end. 

During the chain’s fourth-quarter fiscal year 2026 earnings call, CEO Dave Deno warned that some major price jumps are coming in the near future.

Cracker Barrel plans to raise prices again

During the call, Cracker Barrel executives confirmed that menu prices would be rising by 3% or more in 2027.

The move, they say, is to offset the cost of inflation.

However, the chain says it’s not taking an all-or-nothing approach to the price increases, and says it’s committed to maintaining its affordability status for all income cohorts.

“When it comes to us specifically, yes, we do see some pressure with our low-income guests,” Deno told investors. 

That pressure, he continued, is what makes it so essential that the chain’s price jumps are strategic and not universal. 

“We have some special pricing constructs with really sharp, stark new price points,” CFO Craig Pommells told investors. 

“For example, we have our Sunrise Pancake Special that’s every day at $7.99. It’s a great deal,” he continued. “We have early dine Monday through Friday that starts at $8.99. We also have, again, the loyalty program, and we have lunch specials.”

“There are a lot of ways that if you’re feeling pressured from a discretionary income perspective, there are a lot of ways you can still have a great experience at Cracker Barrel,” he continued.”

Overall, the chain maintains that, even with the menu price jumps, its value proposition remains strong.

“We believe the Cracker Barrel value equation is really outstanding,” Pommells said. “We’ve got a check average that’s in the $16 range, and that compares to casual dining [in the industry in general] that’s $27… I think that positions us well in that regard.”

The chain is focusing on more than price

But Cracker Barrel knows value isn’t just about price.

If the chain wants customers to accept higher menu prices, it needs to convince them that the food they’re getting is worth the extra money.

So Cracker Barrel is also focusing on improving that half of the value equation, as well.

“Our first priority is food, more specifically, enhancing our quality while making it more craveable,” Deno said.

“We are making investments to improve food quality,” he continued. “Dinner is our biggest opportunity, and we plan to upgrade our chicken, hamburger, and steak offerings. We also want to ensure our great food meets guests’ expectations for taste, temperature, and quality on every visit.

More restaurants:

• Classic diner chain operator files Chapter 11 bankruptcy
• Americans are eating out less, but one restaurant chain is surging
• McDonald’s makes aggressive $8.5 billion move after previous effort

Some of these updates have been in the works for a while.

In 2025, the chain told the Wall Street Journal it was changing its cooking processes for some items like green beans and bacon to make them fresher when they hit the table.

It’s also been adding lighter fare, like grilled shrimp, and bringing back old favorites like the ‘90s campfire meals, in an effort to ensure there are options for diners of all types.

“I think they are trying to broaden it out so there’s more of a selection, so you’re not pigeonholing yourself to, ‘I want to go eat hearty,’” Benchmark analyst Todd Brooks told the Wall Street Journal. “But it’ll still be within the Cracker Barrel ethos.”

If Cracker Barrel can nail the balance of both halves of this value equation — raising costs just enough to keep it profitable without shutting out a portion of its consumer base and keeping food quality high — it could land right in that “value gap” sweet spot.

The post Cracker Barrel's new CEO has a warning about restaurant prices appeared first on Seaside Success Stories.

Amidst ongoing reports of AI agents wreaking havoc on online infrastructure, chipmaker Nvidia is rallying tech companies to use its new open-source tool for AI security.

Over the last few months, frontier AI labs have disclosed multiple incidents in which AI agents have hacked into other companies or, in more recent examples, probed official US and Australian government websites. While Nvidia has already taken a leading role in rallying the AI industry around open source security, it’s now introducing one new software security platform and making an agentic AI sandbox more broadly available.

OpenShell, one of the Nvidia’s recently launched security sandboxes for AI agents, is now entering general release for all users. OpenShell was first announced at Nvidia’s annual GTC Conference in March; it’s a framework for containing agents as they carry out tasks and isolating their activity in the operating system kernel, the foundational program that has access to virtually all parts of a computer system in order to coordinate hardware and software.

Nvidia’s launch materials indicate that it has AI safety and security collaborations with dozens of other tech companies, including Anthropic, Cisco, CoreWeave, CrowdStrike, Dell Technologies, Hugging Face, JPMorganChase, Mistral, Microsoft, and Palantir. Nvidia says SpaceXAI is using the Open Agent Safety Platform for its Cursor agents and Grok models. The company also says Anthropic and Nvidia are “building security into Claude Managed Agents.” Salesforce, Scale AI, and SAP are all confirmed to be integrating OpenShell to some degree. However, it is unclear whether OpenShell has been adopted by Nvidia’s full list of partners, or whether Nvidia is gesturing broadly.

One notable name is missing entirely from Nvidia’s list: OpenAI. Both companies indicated that OpenAI is a part of Nvidia’s OpenShell effort, though both declined to comment directly on why the AI lab was excluded from the announcement.

Security engineers and AI safety experts have considered the need to isolate and monitor agentic AI since well before the recent revelations of rogue agent hacking. Nvidia’s own OpenShell announcement in March noted that the framework would add “privacy and security controls to make self-evolving, autonomous AI agents, or claws, more trustworthy, scalable and accessible,” months before OpenAI disclosed that its AI agents had hacked the open source AI company Hugging Face. (Nvidia agreed to acquire Hugging Face earlier this month for $12.9 billion.)

The chip giant has also developed a new software platform called Sentry, an isolated security domain for chips that’s supposed to continuously monitor long-running AI agents. While Sentry is technically a software tool, it’s meant to be implemented on Bluefield, Nvidia’s line of programmable data processing units (DPUs). The idea is that in addition to the restrictions imposed by OpenShell, Sentry can act as a separate, independent mechanism that can “quarantine agents that attempt to move outside their boundaries.”

Sentry is another way for Nvidia customers and open-source users to actually implement security policies through OpenShell, says Justin Boitano, Nvidia’s vice president and general manager of enterprise computing. While traditional sandboxes are built for “application-level isolation,” people now want to run fleets of agents, which demands a “collective policy across all of those agents,” he says.

“Agents are very creative at finding ways to achieve the goals that they’re given,” Boitano says. “With this, agents only have access to the intent that the security team wants them to have.”

Boitano adds that Nvidia is working with both Arm and Intel to create a version of Sentry that works on the x86 chip architecture. “Once it runs on those instruction-set architectures, it can run on any architecture,” he says.

The post Nvidia’s Answer to Rogue Agents Is an Open-Source AI Security System appeared first on Seaside Success Stories.

Key Points

• The Schwab U.S. Dividend Equity ETF (SCHD) is one of the best ETFs out there for generating durable high yields.

• Most people can start by investing a few hundred dollars a month, which is more than enough.

• Here’s how much a modest $250 monthly investment into SCHD can create in dividend income.

• 10 stocks we like better than Schwab U.S. Dividend Equity ETF ›

How much dividend income could a modest $250 monthly investment realistically produce by 2040?

It would be much easier, of course, if you just had $100,000 to drop into the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD). Then you could start generating hundreds of dollars a month in passive income right away.

Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »

Most people don’t have that much. For many investors, buying shares regularly over many years is the path to long-term wealth creation.

Source: Getty Images.

Unfortunately, those initial investments won’t generate much. This ETF currently offers a 3.3% annualized yield, which means you’ll earn less than $1 a month for every $250 invested for the first several months.

But it’s when your portfolio starts accumulating into a substantial sum over time, with each additional $250 monthly buy-in, that your account balance and passive income stream really start to grow.

After 12 months, you’ll have $3,000 invested, which would generate around $100 in annual dividend income at its current yield. By the time you get to 2040, approximately 16 years from now, you’ll have invested a total of $42,000 into the fund. If the yield is still 3.3% at that point, that translates to a monthly dividend of $115 or nearly $1,400 per year.

Not bad for adding just $250 a month over an extended period!

Remember, too, that if you reinvest those dividends back into the Schwab U.S. Dividend Equity ETF and accumulate more shares, your income stream grows even faster. It’s not unreasonable to think that, given that many years and that many dividend reinvestments, you could generate closer to $150 a month or more.

The key to achieving this is consistent monthly investing, no matter whether the stock market is going up or down. Do that for the next 14 years (or longer), and you’ll have built an impressive passive income stream.

Should you buy stock in Schwab U.S. Dividend Equity ETF right now?

Before you buy stock in Schwab U.S. Dividend Equity ETF, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Schwab U.S. Dividend Equity ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*

Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of September 28, 2026.

David Dierking has positions in Schwab U.S. Dividend Equity ETF. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

The post Investing $250 per Month in This Dividend ETF Could Generate Serious Passive Income by 2040. Here’s How. appeared first on Seaside Success Stories.

Bitcoin miner Hut 8 (TSX: HUT) has long been a favourite alternative for short-term investors who seek exposure to Bitcoin prices. However, something has changed. The stock jumped 645% over 12 months ending June 20, 2026, and sustained the high price instead of falling back to its starting point in the crypto cycle. Although it witnessed a 36% correction in July and August, the stock bounced back 38% in September. And this time, the key factor driving the rally is not Bitcoin prices.

What is driving Hut 8’s stock price?

Hut 8 is diversifying away from Bitcoin mining to a power-first artificial intelligence (AI) data centre and energy infrastructure platform. Hut8 has three business segments: Compute (Bitcoin mining, AI, and traditional cloud), Power (energy development, construction, and operations), and Digital Infrastructure (co-location, leasing, and hosting). AI data centre revenue will be reported in the Digital Infrastructure segment. This segment represented just 4%, or US$9.6 million, of 2025 revenue of US$235.1 million.

In the second quarter, the company stated that it secured US$7.5 billion in project financing for Beacon Point Phase 1 and Google-backed River Bend. These, along with Beacon Point Phase 2, make a gigawatt-scale AI data centre campus.

Hut 8 has already secured a 15-year lease for the gigawatt capacity, which will bring in a total lease revenue of US$26.6 billion at the base level. When converted to annual net operating income, it comes to over US$1.75 billion and will be reflected once the data centre operations commence in 2027.

The anticipation of stable leasing revenue from AI data centers is driving the stock up. The July and August correction in Hut 8’s stock price matches the slowdown in AI growth momentum. Hence, it comes as no surprise that Hut8 has moved from being only a Bitcoin miner to AI infrastructure services.

Is this Bitcoin miner still a buy?

A stock that used to hover in the $13-$30 range suddenly jumps to the $144 price range. This raises a question: is this stock still a buy at the current price point? Note that the company’s business operations are undergoing a 360-degree change. Unlike Bitcoin mining, AI infrastructure is a steady business, and hyperscalers are grabbing all the AI capacity they can get their hands on. Moreover, Hut 8’s strength is the control of scarce, pre-permitted power infrastructure in Texas that hyperscalers seek.

This is a stock to buy the dip. Valuations may not justify the exponential growth that will come from AI infrastructure in the next two to three years, as price-to-earnings (P/E) looks at past year earnings per share (EPS) and the forward P/E ratio at the next 12 months’ EPS.

Both past and upcoming EPS will likely be negative as Hut 8’s accelerated capital spending and debt increase its interest expense and depreciation. Moreover, unrealized losses on digital assets (Bitcoin) pull down the bottom line to a net loss of US$177.1 million in the second quarter and US$248.0 million in 2025.

If you are worried about the piling debt on its balance sheet, it is linked to each data centre and will be paid from the projects’ cash flows. This debt has no recourse to Hut 8. Buy and hold the stock for the next five years as Hut 8’s projects commission. The stock has the potential to make it to the TSX 30 list of top-performing stocks and grow your money significantly.

The post Hut 8 Stock Is Up 645%: Is This Bitcoin Miner Still a Buy? appeared first on Seaside Success Stories.

Key Points

One of the generally accepted rules of investing is that to capture higher return potential, you need to take on more risk.

Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »

Tech stocks, for example, usually come with more volatility, but they’ve delivered market-beating returns over the past few years. Consumer staples stocks, on the other hand, are more defensive but often lag the market.

Historically, one simple strategy has been able to reverse that relationship. It has actually delivered better returns with demonstrably less risk.

I have to warn you, though, that this strategy isn’t exciting or flashy. But dividend growth stocks have been able to deliver for investors over the past 50 years.

Image source: Getty Images.

Dividend growers have produced better returns with less volatility

A recent study by Ned Davis Research examined S&P 500 stocks from 1973 to 2025. It found that companies that grew their dividends or initiated a new dividend returned 13% annually. That’s roughly 13% higher than the 11.5% average annual return generated by non-dividend payers.

Dividend status proved to be very telling for other categories as well. Dividend payers who made no change to their distribution returned around 11.1% per year, while dividend cutters or eliminators gained just 9.5% annually.

The reason for the performance gap is pretty straightforward: balance sheet health. Companies that are increasing their dividends are generally in better shape because they’re generating the cash flows that support this. Dividend cutters, on the other hand, are likely experiencing some form of financial distress, and it’s showing up in their stock prices.

The interesting finding is that those returns haven’t required taking on excess risk or any additional risk at all.

The study also found that dividend growers had a historical beta of 0.94 compared to a 1.11 beta for non-dividend payers, a 15% discount. The standard deviation of historical returns comes to a similar conclusion. In that case, dividend growers demonstrated 27% less volatility.

Three top dividend growth ETFs

If you want to capture the dividend growth strategy in your portfolio, here are the dividend ETFs best-suited for the job.

1. iShares Core Dividend Growth ETF

The iShares Core Dividend Growth ETF (NYSEMKT: DGRO) has one of the more lax dividend growth screens. Companies need to have at least five consecutive years of dividend growth and a payout ratio of less than 75%. This latter criterion helps ensure that dividend growth is sustainable.

2. Vanguard Dividend Appreciation ETF

The Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) has a more stringent 10-year dividend growth requirement. It also eliminates the top 25% of highest-yielding eligible stocks, helping reduce the risk of yield traps damaging performance.

3. ProShares S&P 500 Dividend Aristocrats® ETF

The ProShares S&P 500 Dividend Aristocrats® ETF (NYSEMKT: NOBL) requires a 25-year dividend growth track record. This ETF tends to be the most defensive of the bunch due to the long-term durability and maturity of the companies it holds.

Dividend growth stocks won’t outperform in every market environment. But there’s clear evidence to suggest that as a long-term holding in a portfolio, it can add a very attractive risk/reward trade-off. Owning quality companies that have made a commitment to rewarding shareholders year after year is a strategy that has a place in virtually any portfolio.

Should you buy stock in Vanguard Dividend Appreciation ETF right now?

Before you buy stock in Vanguard Dividend Appreciation ETF, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard Dividend Appreciation ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*

Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of September 27, 2026.

David Dierking has positions in Vanguard Dividend Appreciation ETF. The Motley Fool has positions in and recommends ProShares S&P 500 Dividend Aristocrats ETF and Vanguard Dividend Appreciation ETF. The Motley Fool has a disclosure policy.

The post This Simple Stock Market Strategy Has Produced 13% More Return With 27% Less Volatility appeared first on Seaside Success Stories.

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The crypto market was on edge over the weekend as the last rally of top altcoins being in the red. Bitcoin was stuck inside a narrow range above $84,000, while the valuation of all tokens rose to $2.89 trillion. This article looks at a forecast for some of the top tokens like Quant (QNT), Zcash (ZEC), and Cardano (ADA).

Quant price forecast

Quant, a top player in real-world asset tokenization and a competitor to Chainlink, was one of the best-performing tokens in the crypto industry. QNT has jumped in the last four consecutive days, reaching its highest level since October 2022.

Quant has done well after the biggest banks in the United Kingdom used its technology to facilitate tokenized deposits. As a result, investors believe that the network will continue gaining traction among more companies and organizations over time.

QNT token soared after spending months forming a falling wedge pattern. This pattern is made up of two descending and converging trendlines and is one of the most common bullish reversal signs in technical analysis.

The risk, however, is that the Relative Strength Index (RSI) has jumped to 93.50, its highest level in over a year. This surge is a sign that the coin has become highly overbought. The same is happening with other top oscillators like the Stochastic Oscillator and the MACD continuing rising. 

Therefore, there is a risk that the token will reverse once this FOMO phase ends. If this happens, it may retreat to the next key target to watch, which will be the psychological level of $100. A drop below that level will point to more downside, potentially to the key support of $84.71, its highest level in May.

QNT price chart | Source: TradingView

Zcash price forecast

Zcash token has been in a strong bullish trend this month, and is hovering at the highest level this year. ZEC trades at $1,650, a few points below the year-to-date high of $1,693, much higher than the year-to-date low of $188. 

The token has jumped because of the rising demand for privacy coins and its futures open interest. It has soared above the important resistance level of $1,288, its highest level on September 9. 

ZEC price chart | Source: TradingView

The token has remained above all moving averages. While this is a bullish sign, there is a risk that it may have a mean reversion, where an asset moves back to its historical averages. Also, the Relative Strength Index (RSI) has formed a bearish divergence pattern. Therefore, there is a possibility that the token may drop to the key support level of $1,288.

Cardano price prediction

Cardano token has been in a slow upward trend in the past few months. ADA has jumped from a low of $0.1388 in June to the current $0.2532. 

The token has formed a rising channel, which is made up of a series of higher highs and higher lows. It is now hovering near the upper side of the channel. Also, it jumped above the 50-day moving average, while the two lines of the Percentage Price Oscillator (PPO) have jumped to the highest level in months.

ADA price chart | Source: TradingView

Therefore, the token has two potential scenarios going forward. It may jump above the upper side of the channel and move to the psychological level of $0.300. The alternative scenario is where it drops to the lower side of the channel.

The post Top crypto price predictions: Quant (QNT), Zcash (ZEC), Cardano (ADA) appeared first on Invezz

The post Top crypto price predictions: Quant (QNT), Zcash (ZEC), Cardano (ADA) appeared first on Seaside Success Stories.

Key Points

Blue Owl Capital (NYSE: OWL) made headlines earlier in 2026 when it limited withdrawals from some of the non-traded private credit funds it oversees. That left investors worried about Blue Owl Capital’s asset management business model. At this point, the stock has fallen roughly 45% from its 52-week high, pushing the dividend yield up to a lofty 9%. Here’s how investors should be thinking about the dividend today.

Blue Owl Capital has only been public for a few years

Blue Owl Capital went public through a merger with a special purpose acquisition corporation (SPAC) in mid 2021. That date is notable because it means the company’s history as a public business is only about five years long. There’s no history to look back on for what investors might expect during a deep recession or bear market. It isn’t unreasonable to wonder whether the 9% yield is safe given the stock’s decline, current economic uncertainty, high inflation, and geopolitical conflicts worldwide.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

Image source: Getty Images.

From a purely numbers perspective, investors should be worried: The second quarter dividend was $0.23 per share, but the company’s distributable earnings were only $0.22 per share. That was actually an improvement over the first quarter, when the dividend was the same, but distributable earnings were only $0.19 per share.

That said, the company generated $0.24 in distributable earnings in the fourth quarter of 2025, which suggests it has the capacity to cover the dividend, even if it isn’t doing so right now. Notably, the company has been growing its assets under management since it came public, increasing the base on which it collects management fees. It has also been diversifying the types of investment products it offers, creating more levers for growth. Both suggest the company is moving in the right direction as a business.

Dividend caution is warranted, even for aggressive investors

Still, for risk-averse dividend investors, Blue Owl Capital probably isn’t a good investment option. While the company has increased its dividend every year since coming public, the dividend may have grown too much too quickly. There is clearly some strain, and the company has yet to face real economic or market adversity as a public entity.

For more aggressive investors, the company’s fee-based business is growing and diversifying, which is good news. Still, trading with caution is appropriate because if asset values fall materially, perhaps during a recession or bear market, the company’s fee income will decline as well. That’s how the asset management business works, and it could put the dividend under even greater strain than it is today.

Should you buy stock in Blue Owl Capital right now?

Before you buy stock in Blue Owl Capital, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Blue Owl Capital wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*

Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of September 27, 2026.

Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

The post Blue Owl Stock Yields About 9% After Falling 45% From Its High. Is the Dividend Safe? appeared first on Seaside Success Stories.

The S&P 500 Index ($SPX) (SPY) closed up by +0.51% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +0.93%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.42%.  December E-mini S&P futures (ESZ26) rose +0.47%, and December E-mini Nasdaq futures (NQZ26) rose +0.39%.

Stock indexes settled higher on Friday amid a slide in crude oil prices.  WTI crude oil tumbled more than -2% on Friday on hopes for diplomacy to end the US-Iran war that would reopen the Strait of Hormuz.  Also, strength in chipmakers and AI stocks on Friday supported stocks amid optimism over AI and demand for AI infrastructure. 

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Friday’s US economic news was better than expected and supportive for stocks after Aug nondefense ex-aircraft capital goods new orders, a proxy for capital spending, rose +1.6% m/m, stronger than expectations of +0.6% m/m. July was also revised upward to +0.6% m/m from the previously reported unchanged m/m.  In addition, the University of Michigan US Sep consumer sentiment index was unexpectedly revised upward by +0.3 to 48.1, stronger than expectations of a downward revision to 47.5.

Gains in stock indexes were limited on Friday after the 10-year T-note yield climbed to a new 19-year high of 5.23% on fears the Fed will continue to raise interest rates.  New York Fed President John Williams said Friday that the Fed needs to return inflation to target, and it can’t ignore supply shocks if they have a persistent effect on prices.

Nov WTI crude oil prices (CLX26) fell more than -2% on Friday after Iran proposed a 7-day plan to end the war and reopen the Strait of Hormuz.  Under the conditions Iran has set for the agreement, all hostilities would end during the seven days, including in Lebanon; the US would release Iran’s frozen assets (estimated at $12 billion), waive sanctions on Iranian oil, and lift the naval blockade on Iran.  Then, on the last day, the Strait of Hormuz would be reopened.  Iran’s foreign minister, Abbas Araghchi, said that after the seven days, comprehensive negotiations over Iran’s nuclear program would immediately begin.

Markets are discounting a 64% chance of a +25 bp Fed rate hike at the next FOMC meeting on October 27-28.

Overseas stock markets settled higher on Friday.  The Euro Stoxx 50 closed up +0.48%.  China’s Shanghai Composite did not trade Friday, with markets in China closed for the Mid-Autumn Festival holiday.  Japan’s Nikkei-225 Stock Average rose to a 2.5-week high and closed up +1.30%.

Interest Rates

December 10-year T-notes (ZNZ6) settled unchanged on Friday.  The 10-year T-note yield fell -1.2 bp to 5.165%.  Dec T-notes recovered from early losses on Friday and moved higher after WTI crude oil fell more than -2%, which eased inflation expectations and sparked some short covering. 

T-notes initially moved lower on Friday, and the 10-year T-note yield rose to a new 19-year high of 5.225%.   T-notes came under pressure on hawkish comments from New York Fed President John Williams, who stressed that the Fed needs to return inflation to target. T-notes were also undercut by better-than-expected US economic news, including Aug nondefense ex-aircraft capital goods new orders and the University of Michigan Sep US consumer sentiment index.

European government bond yields were mixed on Friday.  The 10-year German bund yield rose to a 17-year high of 3.632% and finished up +0.2 bp to 3.601%.  The 10-year UK gilt yield fell from a 1.5-week high of 5.408% and finished down -1.5 bp to 5.366%.

The German Oct GfK consumer confidence index fell -3.8 to a 5-month low of -30.6, weaker than expectations of -27.2.

Markets are discounting a 42% chance of a +25 bp ECB rate hike at the ECB’s next meeting on October 29.

US Stock Movers

Chipmakers and AI stocks rallied on Friday, supporting the overall market.  The iShares Semiconductor ETF (SOXX) closed up more than +1%.  Microchip Technology (MCHP) closed up more than +5% to lead gainers in the Nasdaq 100, and ON Semiconductor (ON) closed up more than +5%.  Also, NXP Semiconductors NV (NXPI) and Qualcomm (QCOM) closed up more than +3%, and Analog Devices (ADI), Applied Materials (AMAT), Lam Research (LRCX), and Texas Instruments (TXN) closed up more than +2%.  In addition, ARM Holdings Plc (ARM), SanDisk (SNDK), ASML Holding NV (ASML), Western Digital (WDC), Marvell Technology (MRVL), and Seagate Technology Holdings Plc (STX) closed up more than +1%.

Cybersecurity stocks were under pressure on Friday, led by a -10% decline in Zscaler (ZS) after announcing Ross Tackett as the new chief revenue officer, effective October 1.  Also, Gen Digital (GEN) closed down more than -6% to lead losers in the S&P 500, and SentinelOne (S) closed down more than -6%.  In addition, Okta (OKTA) closed down more than -5%, and Palo Alto Networks (PANW) closed down more than -3% to lead losers in the Nasdaq 100.  Finally, Fortinet (FTNT), CrowdStrike Holdings (CRWD), and Cloudflare (NET) closed down more than -2%. 

Atlas Energy Solutions (AESI) closed up more than +13% after announcing a purchase agreement with Wyoming Machinery Company for $340.5 million of Balance of Plant equipment for a power generation project.

People Inc. (PPLI) closed up more than +11% after the Wall Street Journal reported that MGM Resorts International is discussing making a bid for the company.

Humana (HUM) closed up more than +4% after Barclays upgraded the stock to overweight from equal weight with a price target of $515.

Akamai Technologies (AKAM) closed up more than +3% after agreeing to a seven-year $11.6 billion deal to provide computing power to Anthropic.

Twilio (TWLO) closed down more than -7% after HSBC downgraded the stock to reduce from hold with a price target of $211.

Otis Worldwide (OTIS) closed down more than -1% after Wells Fargo & Co initiated coverage on the stock with a recommendation of underweight.

Comcast Corp (CMCSA) closed down -1% after KeyBanc Capital Markets downgraded the stock to underweight from sector weight with a price target of $18. 

Earnings Reports (9/28/2026)

IDT Corp (IDT), Jefferies Financial Group Inc (JEF), Liberty Live Holdings Inc (LLYVA), ReposiTrak Inc (TRAK), SR Bancorp Inc (SRBK), Vail Resorts Inc (MTN).

On the date of publication,

Rich Asplund

did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes.

For more information please view the Barchart Disclosure Policy

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