These 20 defensive U.S. dividend stocks protect on the downside [Toronto Globe and Mail (Ontario, Canada)]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Toronto Globe and Mail
What are we looking for? A defensive strategy that protects on the downside. The screen Despite the U.S. equity market sell-off that investors have seen in recent trading periods, the S&P 500 index still sits at record highs, with valuations close to pre-2008 levels. Case in point, the median price-to-book ratio of the median stock in the United States today is about 2.4, a multiple eerily similar to what we saw in September, 2007. For investors who are concerned about stubbornly high valuations, today’s strategy looks to add protection to a portfolio by looking for companies with a track record of quality and lower volatility. We find these stocks by ranking the 2,180 companies in the CPMS U.S. database by: Story continues below advertisement Five-year average return on equity; Five-year variability of earnings (a statistical measure showing how consistent a company’s earnings have been over the past five years, lower figures pre
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MORN
News
- Morningstar Launches Generative AI Index [Yahoo! Finance]Yahoo! Finance
- Morningstar Launches First Pure-Play Generative AI IndexBusiness Wire
- Morningstar Appointed by PIMFA as New Sole Index Series ProviderBusiness Wire
- Morningstar Launches New Managed Accounts Research Series and Defined Contribution Outcomes Model [Yahoo! Finance]Yahoo! Finance
- Morningstar Launches New Managed Accounts Research Series and Defined Contribution Outcomes ModelBusiness Wire
MORN
Analyst Actions
- 10/30/25 - UBS
MORN
Sec Filings
- 1/7/26 - Form 3
- 1/5/26 - Form 8-K
- 12/30/25 - Form 4
- MORN's page on the SEC website