Dividend Vision Lists
Dividend Cut-Risk Stocks
A risk screen — not a prediction. These dividend-paying stocks yield 4%+ but carry a low Distribution Safety Score, and each is flagged for the specific weakness behind it: a stretched payout ratio, a shrinking dividend, or a falling price.
Updated July 2026 · 25 companies
DV Scorecard
Our proprietary snapshot of this list — averages and standouts, computed from the companies below. Not investment advice.
Some of the most tempting yields belong to companies least able to sustain them. This page is a risk screen: dividend-paying stocks yielding 4% or more whose Distribution Safety Score is low, each flagged for the specific weakness — a payout ratio that swallows most or all of earnings, a dividend that's already shrinking, or a price the market is marking down.
It is a warning list, not a prediction or a recommendation to sell. A low score means the payout looks stretched on the data we can see; plenty of these companies will keep paying. The point is to make the risk explicit and show exactly why each name is here, so a high yield never gets bought on the headline alone.
How this screen works
Dividend payers whose yield is high but whose payout looks fragile on our data.
- Yield: distribution rate of 4% or more.
- Safety: a Distribution Safety Score below 40 ("elevated" or "high" risk).
- Flags shown per row: a payout ratio above 80% (or above 100%, paying out more than it earns), a shrinking dividend, and/or a falling price — the specific reasons behind the low score.
- Rank: riskiest (lowest Safety Score) first.
Dividend Cut-Risk Stocks
Ranked live from our data pipeline on every build — click any column header to re-sort, or open a ticker for the full analysis. We never hard-code the figures.
| Ticker | Company | Payout ratio | Yield | Distribution Safety Score™ ⓘ | 1-Yr Price | Why it's flagged |
|---|---|---|---|---|---|---|
| FSK | FS KKR Capital Corp. | 110% | 21.67% | 9 | -40.5% | very low safety · payout > 100% · dividend shrinking · price down 41% |
| ANZFF | Air New Zealand Limited | 74% | 8.75% | 13 | -33.3% | very low safety · price down 33% |
| GECC | Great Elm Capital Corp | 87% | 24.54% | 13 | -40.9% | very low safety · high payout · dividend shrinking · price down 41% |
| TSLX | Sixth Street Specialty Lending | 63% | 10.10% | 16 | -21.2% | very low safety · dividend shrinking · price down 21% |
| ICMB | Investcorp Credit Management BDC Inc | 160% | 58.20% | 17 | -67.0% | very low safety · payout > 100% · price down 67% |
| OFS | OFS Capital Corp | 100% | 18.43% | 22 | -50.8% | low safety · high payout · dividend shrinking · price down 51% |
| PNNT | PennantPark Investment Corporation | 28% | 28.49% | 22 | -46.1% | low safety · dividend shrinking · price down 46% |
| SBSW | Sibanye Stillwater Limited | 76% | 6.94% | 23 | -2.9% | low safety |
| VNO | Vornado Realty Trust | 20% | 5.60% | 23 | +6.1% | low safety |
| ARE | Alexandria Real Estate Equities Inc. | 689% | 5.91% | 24 | -31.9% | low safety · payout > 100% · dividend shrinking · price down 32% |
| OCSL | Oaktree Specialty Lending Corporation | 127% | 13.02% | 24 | -3.6% | low safety · payout > 100% · dividend shrinking |
| PTMN | Portman Ridge Finance Corporation | 9% | 8.23% | 24 | -26.1% | low safety · price down 26% |
| ATHM | Autohome Inc. | 2% | 4.19% | 25 | -15.8% | low safety · price down 16% |
| OBDC | Blue Owl Capital Corporation | 97% | 13.33% | 27 | -17.8% | low safety · high payout · dividend shrinking · price down 18% |
| ZIM | ZIM Integrated Shipping Services Ltd. | 13% | 16.33% | 29 | +65.8% | low safety |
| TCPC | BlackRock TCP Capital Corp | 74% | 25.38% | 31 | -48.9% | low safety · dividend shrinking · price down 49% |
| ABR | Arbor Realty Trust, Inc. | 124% | 23.76% | 33 | -48.4% | low safety · payout > 100% · dividend shrinking · price down 48% |
| GLAD | Gladstone Capital Corporation | 29% | 9.03% | 34 | -23.9% | low safety · dividend shrinking · price down 24% |
| TPVG | TriplePoint Venture Growth BDC Corp. | 92% | 19.41% | 35 | -21.5% | low safety · high payout · dividend shrinking · price down 22% |
| RWAY | Runway Growth Finance Corp. | 95% | 23.49% | 36 | -38.9% | low safety · high payout · price down 39% |
| TWO | Two Harbors Investment Corp. | 142% | 11.25% | 36 | +31.6% | low safety · payout > 100% |
| CWH | Camping World Holdings, Inc. | 4% | 7.62% | 37 | -61.8% | low safety · price down 62% |
| METCB | Ramaco Resources, Inc. Class B | 855% | 10.38% | 38 | -21.6% | low safety · payout > 100% · dividend shrinking · price down 22% |
| SSSS | SuRo Capital Corp | 7% | 7.97% | 38 | +41.5% | low safety |
| FIS | Fidelity National Information Services Inc. | 28% | 4.09% | 39 | -45.2% | low safety · price down 45% |
A risk screen, not a prediction that any company will cut its dividend, and not a recommendation. Payout ratios vary by sector (REITs and MLPs run high by design). Always read the full analysis. Not investment advice.
Frequently asked questions
What does "dividend cut risk" mean here?
It flags dividend stocks yielding 4%+ whose Distribution Safety Score is low, signalling the payout looks stretched on our data. 25 companies currently trip the screen. It is a risk indicator, not a forecast of an actual cut.
Does a stock here mean the dividend WILL be cut?
No. This is a risk screen, not a prediction. A low score means the payout looks fragile given payout ratio, dividend trend, and price — but many flagged companies keep paying for years. Treat it as a prompt to dig deeper, not a verdict.
Why do REITs and MLPs show high payout ratios?
Because they're required or structured to distribute most of their cash flow, a REIT or MLP can show a payout ratio above 100% of accounting earnings and still be fine — cash-flow metrics matter more for them. The Safety Score accounts for structure; check each ticker page for the full picture.
What do the flags in the last column mean?
They name the specific weaknesses behind the low score: very low or low safety, a payout ratio above 80% or 100%, a shrinking dividend, or a 1-year price drop of more than 10%. Each row lists whichever rules it triggered.
How often is this updated?
Yields, Safety Scores, payout ratios, dividend trends, and prices refresh on every build, so a company drops off automatically once its numbers improve.
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