The Fed held rates steady—but dividend season is just getting started. With earnings in full swing, smart income seekers are eyeing May’s payout plays. From energy to asset management, these three stocks offer yield—and upside. Looking for actionable trade ideas to navigate the current market volatility?Subscribe here to unlock access to InvestingPro’s AI-selected stock winners.

Advertisement: High Yield Savings Offers

Earn up to 4.35% APY** with $5k balance  View Offer

Earn up to 4.00% APY with Savings Pods  View Offer

Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit  View Offer

Powered by Money.com - Yahoo may earn commission from the links above.

The key event this week was another Federal Reserve meeting, which, as expected, left interest rates unchanged. The Fed’s main rationale for maintaining the status quo is the uncertainty surrounding the impact of Donald Trump’s tariff policies on the U.S. economy, combined with a relatively strong labor market that doesn’t create urgency for faster monetary easing. Given the relatively neutral tone of the meeting, markets continue to price in three 25bp rate cuts by year-end.

Meanwhile, the U.S. earnings season is in full swing, and we’re also entering the period of annual, semi-annual, and quarterly dividend payouts to shareholders. Today’s analysis highlights three dividend-paying companies whose shares can still be bought in time to capture May’s distributions.

1. Tenaris SA – Strong Fundamentals and a Rising Dividend

Tenaris SA (NYSE:TS), a Luxembourg-based energy company listed on the NYSE, must be bought no later than May 20 to qualify for its upcoming dividend, which is scheduled to be paid the following day. The company pays dividends semi-annually, and this month’s distribution will amount to $1.12 per share.Figure 1: Tenaris SA Dividend Payment Details

Source: InvestingPro

What stands out is the consistently rising dividend since 2020—an encouraging trend that suggests future increases are likely.Figure 2: Tenaris SA Dividend Payment History

Source: InvestingPro

This optimism is further supported by the company’s strong fundamental profile and sound financial health.

2. Artisan Partners – Asset Manager With Room to Recover

Artisan Partners Asset Management (NYSE:APAM), operating in the financial sector, earns a place on today’s list thanks to its attractive dividend yield of over 8% and recent upward price momentum, indicating a potential trend reversal. The ex-dividend date for the upcoming quarterly payout is May 16, with the distribution scheduled for the same day as Tenaris SA—May 21.Figure 3: Artisan Partners Asset Management Dividend Details

Source: InvestingPro

The stock recently showed a strong demand surge, breaking through a downtrend line and targeting a resistance zone near $42 per share.Figure 4: Technical Analysis of Artisan Partners Asset Management

According to InvestingPro’s fair value estimate, the price still has upside potential toward $51 per share, suggesting room for long-term gains.

3. Last Chance to Catch Universal Insurance Holdings’s Dividend

The earliest opportunity on our list is with Universal Insurance Holdings (NYSE:UVE), whose ex-dividend date is tomorrow (May 9), with payment scheduled for May 16. The company is a reliable choice for investors seeking consistent passive income, as illustrated in the table below.

Story Continues

Figure 5: Universal Insurance Holdings Dividend Payment History

Moreover, the stock continues to trend upward in the long term, leaving room for a potential 20%+ upside.Figure 6: Universal Insurance Fair Value and Financial Health

Source: InvestingPro

****

Be sure to check out InvestingPro to stay in sync with the market trend and what it means for your trading. Whether you’re a novice investor or a seasoned trader, leveraging InvestingPro can unlock a world of investment opportunities while minimizing risks amid the challenging market backdrop.

Subscribe now and instantly unlock access to several market-beating features, including:

ProPicks AI: AI-selected stock winners with a proven track record. InvestingPro Fair Value: Instantly find out if a stock is underpriced or overvalued. Advanced Stock Screener: Search for the best stocks based on hundreds of selected filters and criteria. Top Ideas: See what stocks billionaire investors such as Warren Buffett, Michael Burry, and George Soros are buying.ProPicks AI

Disclaimer:This article is written for informational purposes only. It is not intended to encourage the purchase of assets in any way, nor does it constitute a solicitation, offer, recommendation or suggestion to invest. I would like to remind you that all assets are evaluated from multiple perspectives and are highly risky, so any investment decision and the associated risk belongs to the investor. We also do not provide any investment advisory services.

Related articles

These 3 Dividend Stocks Still Offer Time to Capture May Distributions

1 Stock to Buy, 1 Stock to Sell This Week: Palantir, Ford

1 Stock to Buy, 1 Stock to Sell This Week: Meta Platforms, Pfizer

View Comments