Is HDLMY or STAG a better dividend investment in 2026?

HDLMY currently yields 1.74% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: STAG offers higher current income.

What is the dividend yield difference between HDLMY and STAG?

HDLMY has a forward dividend yield of 1.74% ($0.74/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 1.70 percentage points.

Home › Compare › HDLMY vs STAG

HDLMY vs STAG: Dividend Comparison 2026

HDLMY yields 1.74% · STAG yields 3.44%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 HDLMY wins by $35.79M in total portfolio value

INVESTMENT

TIME HORIZON10 years

HDLMY

● Live price

1.74%

Share price

$42.62

Annual div

$0.74

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$35.81M

Annual income

$32,253,726.41

Full HDLMY calculator →

STAG

STAG Industrial Inc.

● Live price

3.44%

Share price

$36.06

Annual div

$1.24

5Y div CAGR

0.3%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$18.3K

Annual income

$462.70

Full STAG calculator →

Portfolio growth — HDLMY vs STAG

📍 HDLMY pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	HDLMY	STAG
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, HDLMY + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HDLMY pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HDLMY

Annual income on $10K today (after 15% tax)

$148.02/yr

After 10yr DRIP, annual income (after tax)

$27,415,667.45/yr

STAG

Annual income on $10K today (after 15% tax)

$292.69/yr

After 10yr DRIP, annual income (after tax)

$393.29/yr

At 15% tax rate, HDLMY beats the other by $27,415,274.15/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HDLMY + STAG for your $10,000?

HDLMY: 50%STAG: 50%

100% STAG50/50100% HDLMY

Portfolio after 10yr

$17.92M

Annual income

$16,127,094.56/yr

Blended yield

90.02%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HDLMY

Analyst Ratings

Sell

Consensus: Sell

Altman Z

2.0

Piotroski

6/9

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+24.8% upside vs current

Range: $39.00 — $59.00

Altman Z

1.2

Piotroski

5/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDLMY buys

STAG buys

No recent congressional trades found for HDLMY or STAG in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricHDLMYSTAG

Forward yield	1.74%	3.44% ✓
Annual dividend / share	$0.74	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0.3%
Portfolio after 10y	$35.81M ✓	$18.3K
Annual income after 10y	$32,253,726.41 ✓	$462.70
Total dividends collected	$35.51M ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT
Analyst consensus	Sell	Buy

Year-by-year: HDLMY vs STAG ($10,000, DRIP)

Year	HDLMY Portfolio	HDLMY Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,048	$348.28	$10,665	$345.38	+$383.00 → HDLMY
2	$12,541	$719.24	$11,365	$358.01	+$1.2K → HDLMY
3	$14,945	$1,525.99	$12,099	$370.76	+$2.8K → HDLMY
4	$19,390	$3,399.05	$12,870	$383.63	+$6.5K → HDLMY
5	$28,990	$8,243.11	$13,678	$396.60	+$15.3K → HDLMY
6	$54,056	$23,036.37	$14,526	$409.67	+$39.5K → HDLMY
7	$138,128	$80,288.13	$15,413	$422.82	+$122.7K → HDLMY
8	$531,271	$383,473.55	$16,343	$436.05	+$514.9K → HDLMY
9	$3,325,324	$2,756,864.73	$17,315	$449.35	+$3.31M → HDLMY
10	$35,811,823	$32,253,726.41	$18,332	$462.70	+$35.79M → HDLMY

HDLMY vs STAG: Complete Analysis 2026

HDLMY — Stock

Heidelberg Materials AG, together with its subsidiaries, produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide. It provides cement products; natural stone aggregates, including sand and gravel; crushed aggregates comprising stone chippings and crushed stones; and ready-mixed concrete for use in the construction of tunnels or bridges, office buildings, or schools, as well as to produce precast concrete parts, such as stairs, ceiling elements, or structural components. The company offers asphalt; and trades in cement, clinker, secondary cementitious materials, solid, alternative fuels, other building materials, and additives. The company was formerly known as HeidelbergCement AG and changed its name to Heidelberg Materials AG in May 2023. Heidelberg Materials AG was founded in 1873 and is headquartered in Heidelberg, Germany.

Full HDLMY Calculator →

STAG — REIT

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

Full STAG Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.