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 October 2026 · 50 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 Distribution 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 |
|---|---|---|---|---|---|---|
| BGS | B&G Foods Inc | 7% | 16.59% | 0 | -43.0% | very low safety · dividend shrinking · price down 43% |
| FSK | FS KKR Capital Corp. | 107% | 19.75% | 0 | -17.0% | very low safety · payout > 100% · dividend shrinking · price down 17% |
| GHI | Greystone Housing Impact Investors LP | 108% | 11.27% | 0 | -42.0% | very low safety · payout > 100% · dividend shrinking · price down 42% |
| ICMB | Investcorp Credit Management BDC Inc | 89% | 20.55% | 0 | -75.6% | very low safety · high payout · price down 76% |
| LFT | Lument Finance Trust Inc | 260% | 36.36% | 0 | -72.5% | very low safety · payout > 100% · dividend shrinking · price down 73% |
| MSB | Mesabi Trust | 2% | 4.98% | 0 | -40.0% | very low safety · dividend shrinking · price down 40% |
| IEP | Icahn Enterprises LP | 2500% | 30.08% | 1 | +6.1% | very low safety · payout > 100% |
| AFCG | AFC Gamma Inc | 132% | 6.47% | 3 | -5.4% | very low safety · payout > 100% |
| XRX | Xerox Holdings Corporation | 3% | 4.05% | 3 | -17.1% | very low safety · dividend shrinking · price down 17% |
| GECC | Great Elm Capital Corp | 92% | 23.54% | 4 | -17.7% | very low safety · high payout · dividend shrinking · price down 18% |
| NCMI | National CineMedia Inc | 0% | 5.83% | 4 | -48.3% | very low safety · price down 48% |
| QFIN | Qfin Holdings, Inc. | 5% | 16.23% | 4 | -74.9% | very low safety · dividend shrinking · price down 75% |
| BDN | Brandywine Realty Trust | 543% | 12.17% | 5 | -20.3% | very low safety · payout > 100% · dividend shrinking · price down 20% |
| ABR | Arbor Realty Trust, Inc. | 136% | 25.28% | 6 | -74.2% | very low safety · payout > 100% · dividend shrinking · price down 74% |
| BCIC | BCP Investment Corp. | 11% | 16.22% | 6 | -31.5% | very low safety · price down 32% |
| METCB | Ramaco Resources, Inc. Class B | 833% | 15.54% | 6 | -75.7% | very low safety · payout > 100% · dividend shrinking · price down 76% |
| ORC | Orchid Island Capital, Inc | 78% | 24.14% | 7 | -17.8% | very low safety · dividend shrinking · price down 18% |
| CHMI | Cherry Hill Mortgage Investment Corp | 82% | 16.06% | 8 | +21.0% | very low safety · high payout · dividend shrinking |
| RGP | Resources Connection Inc | 156% | 10.98% | 8 | -40.7% | very low safety · payout > 100% · dividend shrinking · price down 41% |
| CIM | Chimera Investment Corporation | 91% | 21.43% | 9 | -23.6% | very low safety · high payout · price down 24% |
| LX | Lexinfintech Holdings Ltd | 22% | 29.28% | 11 | -86.0% | very low safety · price down 86% |
| IVR | Invesco Mortgage Capital Inc. | 35% | 26.04% | 12 | -7.9% | very low safety |
| OFS | OFS Capital Corp | 100% | 17.30% | 13 | -32.3% | very low safety · high payout · dividend shrinking · price down 32% |
| TPVG | TriplePoint Venture Growth BDC Corp. | 105% | 22.62% | 13 | -3.4% | very low safety · payout > 100% · dividend shrinking |
| TCPC | BlackRock TCP Capital Corp | 73% | 18.27% | 14 | -11.0% | very low safety · dividend shrinking · price down 11% |
| KREF | KKR Real Estate Finance Trust Inc | 625% | 6.90% | 15 | -24.6% | very low safety · payout > 100% · dividend shrinking · price down 25% |
| MFA | MFA Financial, Inc. | 129% | 21.85% | 15 | -14.2% | very low safety · payout > 100% · price down 14% |
| PSEC | Prospect Capital Corporation | 21% | 30.63% | 16 | -29.8% | very low safety · dividend shrinking · price down 30% |
| RWT | Redwood Trust Inc | 78% | 23.68% | 16 | -35.8% | very low safety · price down 36% |
| JKS | JinkoSolar Holding Co., Ltd. | 390% | 18.47% | 17 | -63.0% | very low safety · payout > 100% · price down 63% |
| WEN | Wendy's Company | 70% | 4.18% | 17 | -19.7% | very low safety · dividend shrinking · price down 20% |
| ARR | ARMOUR Residential REIT, Inc | 58% | 21.82% | 18 | +1.6% | very low safety |
| EARN | Ellington Residential Mortgage | 41% | 27.75% | 18 | -17.6% | very low safety · price down 18% |
| HZNFF | Horizon Oil Limited | 313% | 14.79% | 18 | +35.8% | very low safety · payout > 100% |
| VOC | VOC Energy Trust | 140% | 16.96% | 19 | +36.8% | very low safety · payout > 100% · dividend shrinking |
| BRBS | Blue Ridge Bankshares Inc | 7% | 21.36% | 20 | +15.6% | low safety |
| RPT | Rithm Property Trust Inc. | 360% | 13.81% | 20 | -20.4% | low safety · payout > 100% · price down 20% |
| UWMC | UWM Holdings Corporation | 148% | 38.10% | 20 | -78.2% | low safety · payout > 100% · price down 78% |
| FBRT | Franklin BSP Realty Trust Inc | 2% | 12.88% | 21 | -34.5% | low safety · dividend shrinking · price down 35% |
| HRZN | Horizon Technology Finance Corporation | 31% | 22.84% | 21 | -9.6% | low safety · dividend shrinking |
| SIGA | SIGA Technologies Inc | 0% | 18.93% | 21 | -57.1% | low safety · price down 57% |
| BBXIA | BBX Capital Inc | 0% | 28.09% | 22 | +9.1% | low safety |
| BRSP | Brightspire Capital Inc | 116% | 17.34% | 22 | -22.3% | low safety · payout > 100% · price down 22% |
| EZRA | Reliance Global Group, Inc. | 0% | 52.63% | 22 | -93.0% | low safety · price down 93% |
| HUN | Huntsman Corporation | 188% | 4.08% | 22 | +5.3% | low safety · payout > 100% · dividend shrinking |
| ALIT | Alight, Inc. | 18% | 8.91% | 23 | -84.7% | low safety · price down 85% |
| MPT | MPT | 3% | 11.96% | 23 | -38.2% | low safety · price down 38% |
| RWAY | Runway Growth Finance Corp. | 90% | 20.85% | 23 | -22.2% | low safety · high payout · dividend shrinking · price down 22% |
| MCHB | Mechanics Bank | 113% | 6.97% | 25 | +21.9% | low safety · payout > 100% |
| MITT | AG Mortgage Investment Trust Inc | 97% | 17.91% | 25 | -13.4% | low safety · high payout · price down 13% |
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. 50 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 Distribution 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, Distribution Safety Score readings, payout ratios, dividend trends, and prices refresh on every build, so a company drops off automatically once its numbers improve.
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