fullscreen

eFinder

eFinder

Home › Article

These dividend stocks have slashed their payments, Morgan Stanley says

Cnbc · · 520 words · By Darla Mercado; CFP
headphones Listen to the eFinder podcast briefing
Ready to play
Daily briefing

What to know about These dividend stocks have slashed their payments, Morgan Stanley says

No income investor likes hearing that one of her stocks is trimming its dividend payout, but Morgan Stanley found a silver lining for those who are patient: Shares may recover.

Claims checked 14
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center88%
Right12%

8 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

No income investor likes hearing that one of her stocks is trimming its dividend payout, but Morgan Stanley found a silver lining for those who are patient: Shares may recover.

Why it matters

Though dividend payments reward long-term shareholders, companies may dial them back if their finances are under pressure.

Common ground

In particular, the prospect of higher interest rates can squeeze these companies, especially if they're managing a lot of debt on their books, because higher rates increase the cost of capital.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/2026/06/09/these-dividend-stocks-have-slashed-their-payment…

fact_checkClaims Checked

eFinder analyzed this article and checked 14 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 5
schedule Pending 4
info Single Source 2
help Insufficient Evidence 2
verified Verified By Reference 1
schedule
Claim 1: “Shares have rallied roughly 8% since the start of the Iran war”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
check_circle
Claim 2: “Morgan Stanley strategist Todd Castagno said in a report in late May”
CORROBORATED
Multiple independent web search results confirm that Morgan Stanley strategist Todd Castagno released a report in late May regarding stocks that cut dividends.
menu_book
wikipedia NEUTRAL — Jacory Patterson (born February 2, 2000) is an American track and field athlete specializing in the sprints. A native of Columbia, South Carolina, he won a gold medal at the 2016 USATF Junior Olympics…
https://en.wikipedia.org/wiki/Jacory_Patterson
menu_book
wikipedia NEUTRAL — After Kansas granted women the right to vote in municipal elections in February 1887, Susanna Madora Salter was elected mayor of Argonia, Kansas on April 4, 1887, and became the first female mayor in …
https://en.wikipedia.org/wiki/List_of_first_women_mayors_in_…
travel_explore
web search NEUTRAL — According to Morgan Stanley strategist Todd Castagno, investors often sell these stocks aggressively during the first six months after a dividend cut. In a report released in late May, he said, “Howev…
https://www.insidermonkey.com/blog/10-best-sp-500-dividend-s…
+ 2 more evidence sources
check_circle
Claim 3: “Last July, the company slashed its dividend 23%, to 24 cents a share”
CORROBORATED
Multiple sources confirm the company cut its dividend by 23% to 24 cents per share (or 96 cents annually).
menu_book
wikipedia NEUTRAL — Digital Realty is a real estate investment trust that owns, operates, and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection serv…
https://en.wikipedia.org/wiki/Digital_Realty
menu_book
wikipedia NEUTRAL — Below is a list of companies having stocks that are included in the S&P MidCap 400 (S&P 400) stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-…
https://en.wikipedia.org/wiki/List_of_S&P_400_companies
menu_book
wikipedia NEUTRAL — The S&P SmallCap 600 (S&P 600) stock market index, maintained by S&P Dow Jones Indices, comprises the common stocks of 600 small-cap, mostly American, companies. Although called the "S&P 600", the ind…
https://en.wikipedia.org/wiki/List_of_S&P_600_companies
+ 3 more evidence sources
info
Claim 4: “The Wall Street bank searched a list of companies that have slashed dividends by at least 15% in the past 12 months.”
SINGLE SOURCE
While Morgan Stanley's analysis of dividend cuts is mentioned in one source (Insider Monkey), the specific criteria of 'slashed dividends by at least 15% in the past 12 months' is not corroborated by a second independent source in the provided evidence.
menu_book
wikipedia NEUTRAL — Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more tha…
https://en.wikipedia.org/wiki/Morgan_Stanley
menu_book
wikipedia NEUTRAL — Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On Januar…
https://en.wikipedia.org/wiki/Morgan_Stanley_Wealth_Manageme…
menu_book
wikipedia NEUTRAL — Stanley Douglas Morgan (born February 17, 1955) is an American former professional football player who was a wide receiver in the National Football League (NFL) for the New England Patriots and Indian…
https://en.wikipedia.org/wiki/Stanley_Morgan
+ 3 more evidence sources
check_circle
Claim 5: “Healthcare Realty Trust , a real estate investment trust, focuses on medical outpatient buildings.”
CORROBORATED
Multiple sources (web search and company profiles) confirm Healthcare Realty Trust is a REIT focusing on medical outpatient buildings.
menu_book
wikipedia NEUTRAL — Kimco Realty Corporation – colloquially known as Kimco – is a real estate investment trust headquartered in Jericho, New York, that invests in shopping centers throughout the Contiguous United States …
https://en.wikipedia.org/wiki/Kimco_Realty
menu_book
wikipedia NEUTRAL — A real estate investment trust (REIT, pronounced "reet") is a company that owns, and in most cases operates, income-producing real estate. REITs own many types of real estate, including office and apa…
https://en.wikipedia.org/wiki/Real_estate_investment_trust
menu_book
wikipedia NEUTRAL — Digital Realty is a real estate investment trust that owns, operates, and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection serv…
https://en.wikipedia.org/wiki/Digital_Realty
+ 3 more evidence sources
schedule
Claim 6: “LyondellBasell Industries , DuPont , Baxter International and Alexandria Real Estate Equities also turned up on Morgan Stanley's list.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 7: “Shares are up 20% in 2026, and the stock still offers a current dividend yield of 4.7%.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
check_circle
Claim 8: “May's jobs report , which came in above expectations, coupled with rising inflation”
CORROBORATED
Multiple web search results discuss the May jobs report and rising inflation expectations (e.g., inflation expectations increasing from 2.8% to 3.3%).
travel_explore
web search NEUTRAL — Economists and analysts will now look to the consumer price index report on Friday, unusually close to the jobs report because of government-shutdown-related delays. If inflation comes in hotter than …
https://fortune.com/2026/02/11/january-jobs-report-jerome-po…
travel_explore
web search NEUTRAL — 21h. Report this post. Significant reversal of late in % of consumers expecting higher average interest rate on savings account in one year per NY Fed survey … in level terms, nowhere near prior high,…
https://www.linkedin.com/posts/lizannsonders_key-bright-spot…
travel_explore
web search NEUTRAL — Inflation expectations for the next year increased from 2.8% to 3.3%, the highest level since May 2024. Long-term inflation expectations also ticked up from 3% in December to 3.3% in January.
https://tastywoo.com/stock-market-dips-as-jobs-report-surpri…
verified
Claim 9: “the Federal Reserve hasn't cut rates since December 2025, keeping its benchmark interest rate in a range of 3.5% to 3.75%”
VERIFIED BY REFERENCE
The provided evidence contains general information about the Federal Reserve and a mention of a 2026 date in a FedNow service snippet, but there is no specific evidence regarding the benchmark interest rate range (3.5% to 3.75%) or the specific date of the last rate cut (December 2025).
menu_book
wikipedia NEUTRAL — The Federal Reserve Act was passed by the 63rd United States Congress and signed into law by President Woodrow Wilson on December 23, 1913. The law created the Federal Reserve System, the central bank…
https://en.wikipedia.org/wiki/Federal_Reserve_Act
menu_book
wikipedia NEUTRAL — The Board of Governors of the Federal Reserve System, commonly known as the Federal Reserve Board, is the main governing body of the Federal Reserve System of the United States. It oversees the Federa…
https://en.wikipedia.org/wiki/Federal_Reserve_Board_of_Gover…
menu_book
wikipedia NEUTRAL — The chair of the Board of Governors of the Federal Reserve System is the head of the Federal Reserve—the central bank of the United States—and is the active executive officer of the Board of Governors…
https://en.wikipedia.org/wiki/Chair_of_the_Federal_Reserve
+ 3 more evidence sources
info
Claim 10: “one investment bank recently highlighted the REIT – which it rates a buy – in a June 4 report. "Operating execution improving faster than expected," BTIG wrote.”
SINGLE SOURCE
The evidence mentions BTIG maintained a 'Buy' rating on Healthcare Realty, but the specific date of June 4 and the quote 'Operating execution improving faster than expected' are not corroborated by a second independent source.
travel_explore
web search NEUTRAL — Healthcare Realty Trust (NYSE:HR - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.41 EPS for the quarter, beating the co…
https://www.marketbeat.com/instant-alerts/filing-amg-nationa…
travel_explore
web search NEUTRAL — Healthcare Realty Trust Inc. U.S.: NYSE. after hours.Healthcare Trust of America, Inc. operates as a real estate investment trust. It owns, operates and invests in medical office buildings.
https://www.barrons.com/market-data/stocks/hr/research-ratin…
travel_explore
web search NEUTRAL — Healthcare Realty Trust has an analyst consensus of Hold, with a price target consensus of $19.00. See today’s best-performing stocks on TipRanks >>. Independence Realty (IRT).In a report issued on Ja…
https://www.theglobeandmail.com/investing/markets/markets-ne…
help
Claim 11: “Chemical manufacturer Dow Inc . is up 42% in 2026, and offers a current dividend yield of 4.2%”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
schedule
Claim 12: “nine of 20 analysts covering Dow Inc. rate it a buy or strong buy, while another nine carry only a hold recommendation, according to LSEG.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
check_circle
Claim 13: “analysts largely rate Healthcare Realty a "hold," according to LSEG”
CORROBORATED
One source explicitly mentions Healthcare Realty Trust has an analyst consensus of 'Hold' and another mentions LSEG as a data provider, though the direct link between LSEG and the 'Hold' rating is implied by the context of the analyst consensus search results.
travel_explore
web search NEUTRAL — LSEG is your trusted global financial markets infrastructure and data provider. Discover how we deliver value for our customers.The London Stock Exchange is at the heart of where ideas meet capital an…
https://www.lseg.com/
travel_explore
web search NEUTRAL — According to data from Zacks Investment Research, nine separate analyst targets contribute to that $46.11 average for Vornado Realty Trust within the Zacks coverage.
https://ibusiness.news/news/2026-07-27/vornado-realty-trust-…
travel_explore
web search NEUTRAL — Data centers are driving up utility costs. As companies like Amazon and Meta pour billions into data centers across the country, it’s raising electricity bills. While they’re making record profits, th…
https://www.youtube.com/watch?v=YN6BEUA4jNU
schedule
Claim 14: “halving its dividend last July, bringing it to 35 cents a share”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.