3 US Dividend Stocks With Pricing Power as Inflation Heats Up
Inflation is heating up again, with producer prices climbing and rate hike odds rising, and that mix can quietly reshuffle which large caps feel comfortable and which feel squeezed. Higher input costs and pricier money do not just move charts; they reshape cash flows, pricing power, and dividend reliability. This article examines how those pressures feed through and highlights three US large cap value and high-dividend stocks that screen as potential relative winners in this new backdrop.
The three large caps covered below are only a sample of this inflation tested, high-dividend pocket of the market, and the full screen surfaced 15 more companies with similarly data backed stories that are not covered here. To identify and analyze those additional ideas for yourself, head straight into the US Large-Cap Value and High-Dividend Stocks screener.
PPG Industries (PPG)
Overview: PPG Industries is a long established US paints and coatings manufacturer supplying essential materials to construction, industrial and aerospace customers worldwide.
Operations: PPG Industries generates about US$6.8b from Industrial Coatings, US$5.8b from Performance Coatings, and US$4.1b from Global Architectural Coatings.
Market Cap: US$27.0b
PPG Industries fits this large cap value and high dividend screen because it combines mature, essential coatings businesses with a long payout record and an emphasis on pricing power. Analysts on the analyst consensus Narrative on Simply Wall St see pricing power as central to how it handles persistent inflation and higher rates.
"PPG Industries is building out its aerospace and protective and marine coatings capacity, supported by a roughly US$300 million aerospace backlog and more than US$0.5 billion of related investments."
What happens to that carefully balanced price and cost equation will depend on how one unseen pressure on margins eventually resolves.
That margin wildcard is exactly what the full narrative for PPG Industries unpacks, tying inflation, aerospace capacity and capital spending together to show where the risk might actually be masking upside.
RPM International (RPM)
Overview: RPM International supplies specialty coatings, sealants and building materials for construction, industrial and consumer markets, fitting the screener’s mature, dividend paying, large cap profile.
Operations: RPM International generates about US$3.1b from Construction Products Group, US$2.2b from Performance Coatings Group and US$2.7b from its Consumer segment.
Market Cap: US$13.2b
RPM International fits this large cap value and high dividend theme because it focuses on maintenance heavy construction and industrial chemicals, where recurring repair work, dividend history and pricing power matter when producer prices climb again according to the analyst consensus Narrative on Simply Wall St.
"Expansion of RPM International system selling for high performance buildings, including roofing, concrete admixtures, fireproofing and data center solutions, is aligning with customer demand for turnkey maintenance and restoration packages and can support higher revenue per project and more resilient segment revenue growth."
What happens to that careful pricing and cost balance will depend on how unresolved inflation and interest rate pressures ultimately flow through.
That unresolved pressure is exactly what the full narrative for RPM International unpacks, showing how RPM International’s system selling could accelerate and where pricing power may be masking risk and upside.
Sensient Technologies (SXT)
Overview: Sensient Technologies supplies colors, flavors, and specialty ingredients used in everyday food, beverage, personal care, pharmaceutical, and industrial products worldwide.
Operations: Sensient Technologies generates about US$812 million from Flavors & Extracts, US$800 million from Color, and US$182 million from Asia Pacific operations.
Market Cap: US$4.9b
Sensient Technologies fits this large cap value and high dividend screen as a specialist ingredient supplier whose recurring orders and niche formulations can help support margins when PPI linked input costs rise and higher rates reward steadier cash generators. This is how the analyst consensus narrative on Simply Wall St frames the setup.
"The imminent large-scale regulatory-driven transition from synthetic to natural colors in the U.S., with retail deadlines around 2027 and 2028, remains in early innings. Sensient Technologies still has about US$100m of synthetic color revenue that management expects to convert toward a US$1b natural color target, which would expand revenue and support earnings."
What happens to that natural color opportunity will hinge on how one less visible constraint shapes pricing power, capacity use and future margins.
That hidden constraint is exactly what the full narrative for Sensient Technologies lays out, separating temporary noise from long run earnings power as the natural color shift accelerates.
Curious About What You Might Be Missing?
Fresh opportunities can gain momentum, break out, or get caught flying under the radar for now. Scan new ideas before the data goes stale and get in early.
- Spot cash rich businesses that keep weathering shocks and still fund growth by filtering for companies on the list of solid balance sheet and fundamentals (24 results), curated for resilient fundamentals.
- Hunt for income payers built for strain by scanning the 6 dividend fortresses, which focuses on companies with high yields and sturdier payout support.
- Track where AI spending meets real earnings power by sifting through the 42 profitable AI stocks that aren't just burning cash, which concentrates on cash generative tech opportunities, not just hype.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com