A portfolio of seven U.S. stocks screened for low volatility, consistent dividends and long-term growth posted an average beta of 0.35—about one-third the volatility of the S&P 500—while offering a blended dividend yield near 2.5%, according to a recent analysis.
The screen applied filters including a minimum 20-year dividend streak, Return on Equity above 15%, beta below 1.0, debt-to-equity under 80% and five-year revenue growth above 5%. Every name also met stricter criteria: at least 17 years of dividend payments, Return on Invested Capital above 12% and debt-to-equity below 30%, with Cigna the sole exception at 74.3%.
Allstate Corp (ALL) led the list with a 34-year dividend streak, a 1.7% yield and a 49.1% ROE. The stock trades at $260.19 with a 5.2x P/E and an estimated 6.3% upside to fair value. Exxon Mobil (XOM) and Chevron (CVX) each posted 56-year streaks, with yields of 2.5% and 3.5% respectively. Exxon is up 36.6% year-to-date and carries a 21.1x P/E, while Chevron trades at $203.09 with 11.8% upside.
Progressive Corp (PGR) reported a 29% ROIC, 24.4% debt-to-equity and a 15.5% five-year revenue CAGR. The stock, at $223.92 with an 11.2x P/E, saw 16 analyst earnings revisions upward. Newmont Corp (NEM) matched a 56-year dividend streak, a perfect Piotroski score and a 23.2% ROIC, trading at $131.84 with 11.4% upside. The analysis cited gold at $4,643, up 85% over the past year.
Microsoft (MSFT) appeared with a 25.1% ROIC, 29.1% debt-to-equity and a 27.2x P/E at $487.31. The software giant, with a 24-year dividend streak and 14.6% five-year revenue CAGR, posted 17 upward earnings revisions. Cigna Group (CI) closed the list with a 45-year streak, 2.2% yield and 15.5% ROE, trading at $280.45 with an estimated 55.8% upside despite 15 downward analyst revisions.
The analysis was published on August 25, 2026, amid market jitters over rate expectations and AI sector valuations.
