Business · Markets · 7 hrs ago
Six dividend stocks identified as resilient if inflation stays high
A dividend-stock screen identified six companies that analysts say may cope with continued inflation while maintaining sustainable payouts.
The picks are Canadian and U.S. firms: Barrick Gold, Gladstone Land, PepsiCo, Archer Daniels Midland, Nutrien and Loblaw.
The screen looked for businesses able to pass higher costs to customers or hold assets that can hedge against inflation.
It also rated companies on factors such as dividend history, cash flow, debt and management’s commitment to payouts.
The picks span gold, farmland, food and grocery businesses, and fertilizer, each with reasons the analysts expect it to withstand rising costs.
The list is intended to help investors limit inflation’s impact, but it does not guarantee that any stock or dividend will perform well.
The article gives no further steps or timeline for investors to act.
The Globe and Mail identified six dividend stocks it said may hold up if inflation stays high.
The stocks are Barrick Gold, Gladstone Land, PepsiCo, Archer Daniels Midland, Nutrien and Loblaw.
The article says the companies may be resilient through factors such as pricing power, hard assets, operational efficiency or steady demand.
The selections were assessed using the TSI Dividend Sustainability Rating System.
U.S. inflation accelerated to 3.7 per cent in September, driven by higher energy prices.
- Who
- The Globe and Mail’s analysts at The Successful Investor identified the stocks.
- What
- They named six dividend stocks considered resilient if inflation stays high.
- When
- The article was published on October 15, 2026.
- Where
- The companies are based in Canada and the United States.
- Why
- The analysts sought stocks with sustainable dividends that could withstand continued inflation or benefit if inflation slows.
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- Stocks identified
- Barrick Gold, Gladstone Land, PepsiCo, Archer Daniels Midland, Nutrien and Loblaw
- U.S. inflation
- 3.7 per cent in September
- Canadian inflation
- 3 per cent in August; expected to hold steady in September
- Rating system
- TSI Dividend Sustainability Rating System
- Publication date
- October 15, 2026