# Dividend Stocks Stumble as Treasury Yields Surge

Page: https://stenobird.com/podcast/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842/dividend-stocks-stumble-as-treasury-yields-surge
Text version: https://stenobird.com/podcast/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842/dividend-stocks-stumble-as-treasury-yields-surge.md
Podcast: [Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios](https://stenobird.com/podcast/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842)
Published: 2026-06-20T08:08:05+00:00
Episode link: https://audio.fexingo.com/business/dividend-investing/episode-0062.mp3
Audio file: https://audio.fexingo.com/business/dividend-investing/episode-0062.mp3
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JSON: https://stenobird.com/v1/public/podcasts/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842/episodes/dividend-stocks-stumble-as-treasury-yields-surge
Duration seconds: 566

## Resource

In this episode of Dividend Investing with Fexingo, Lucas and Luna unpack the recent sell-off in high-dividend stocks as the 10-year Treasury yield climbs to 4.49 percent. With SCHD down nearly 3 percent in five days and JNJ off over 5 percent, they explore why dividend stocks are suddenly vulnerable, how payout ratios and growth rates matter more than ever, and whether this is a buying opportunity or a warning sign. They also touch on the broader market context, including the Fed's hawkish posture under Chair Warsh and the widening spread between dividend yields and risk-free rates. Practical takeaways include how to evaluate dividend safety using free cash flow coverage and which sectors may hold up better in a rising-rate environment. No hot takes, just actionable analysis for income-focused investors. #DividendInvesting #TreasuryYields #SCHD #JNJ #VZ #KO #MO #RisingRates #FedPolicy #KevinWarsh #IncomeStocks #PayoutRatio #FreeCashFlow #DividendSafety #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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