Dividend investors are heading into May 2026 with a focus on stability, cash flow, and companies that can keep paying and growing their dividends in a mixed economic environment. Analysts see three standout opportunities this month: Blue Owl Capital (OBDC), Camping World Holdings (CWH), and Nomad Foods (NOMD). Each stock offers a strong yield, improving fundamentals, and a clear path for shareholder returns.
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Using the TipRanks Stock Screener tool, we picked these three stocks because they have received a “Strong Buy” consensus rating from analysts. Also, these stocks have a dividend yield of more than 4%.
1. Blue Owl Capital (OBDC)
Blue Owl Capital is one of the most closely watched BDCs thanks to its high dividend yield and steady performance in middle-market lending. The company benefits from higher interest rates, which have boosted net investment income and helped maintain strong dividend coverage. Its portfolio is well diversified, and credit quality remains solid with very low non‑accrual levels.
OBDC stock has a high dividend yield of 12.83%, well above the Financial sector’s average 1.3%.
Wall Street’s consensus rating for OBDC stock is a Strong Buy based on four Buys and one Hold. The average analyst price target of $14 implies an upside potential of 17.65% from current levels.
2. Camping World Holdings (CWH)
Camping World’s high dividend yield is supported by its large RV dealership network and steady revenue from services, parts, and memberships. Stabilizing demand and improving margins give the company a more solid foundation heading into the summer season.
CWH stock has a dividend yield of 4.97% compared with the Consumer Cyclical sector’s average of 1.05%.
On TipRanks, analysts have a Strong Buy consensus rating on Camping World stock based on seven Buys and one Hold assigned in the past three months. Further, the average CWH stock price target of $13.67 per share implies 75.44% upside potential.
3. Nomad Foods (NOMD)
Nomad Foods continues to deliver steady results thanks to consistent demand for frozen foods. Its focus on cost control, pricing power, and strong market share across Europe supports reliable cash flow and ongoing dividend growth, even in a mixed consumer environment.
Nomad has a high dividend yield of 5.4%, which is higher than the Consumer Defensive sector’s average of 2.57%.
Turning to Wall Street, NOMD stock has a Strong Buy consensus rating based on four Buys and one Hold assigned in the last three months. At $12.80, the average Nomad stock price target implies upside potential of 34.67%.
