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If you’re considering stocks that pay dividend income, one thing to keep in mind is company profitability. A company’s dividend is only as reliable as its profitability, so be sure to check that a dividend stock also has strong profitability.

We ran a screen on stocks paying dividend yields above 4% for those with impressive profitability, beating their industry peers on gross, operating, and pretax margins.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬


We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. (To access a complete analysis of this list's recent performance, click here.)

Do you think these stocks pay reliable dividends? Use this list as a starting point for your own analysis.

List sorted by dividend yield.

1. White River Capital Inc (NYSEMKT:RVR): Engages in specialized indirect auto finance business. Market cap of $68.27M. Dividend yield at 5.17%, payout ratio at 38.28%. TTM gross margin at 49.24% vs. industry gross margin at 34.01%. TTM operating margin at 48.25% vs. industry operating margin at 31.96%. TTM pretax margin at 42.04% vs. industry pretax margin at 24.51%. It's been a rough couple of days for the stock, losing 6.8% over the last week.

2. Grupo Aeroportuario Del Sureste SA de CV (NYSE:ASR): Holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. Market cap of $1.62B. Dividend yield at 4.74%, payout ratio at 48.36%. TTM gross margin at 55.16% vs. industry gross margin at 46.95%. TTM operating margin at 42.74% vs. industry operating margin at 28.07%. TTM pretax margin at 43.52% vs. industry pretax margin at 24.36%. It's been a rough couple of days for the stock, losing 7.9% over the last week.

3. Commercial National Financial Corp. (OTCQB:CNAF): Operates as a holding company for the Commercial Bank & Trust of PA that provides various commercial banking and trust services primarily in Pennsylvania. Market cap of $62.89M. Dividend yield at 4.73%, payout ratio at 43.12%. TTM gross margin at 89.50% vs. industry gross margin at 70.68%. TTM operating margin at 51.75% vs. industry operating margin at 39.65%. TTM pretax margin at 34.70% vs. industry pretax margin at 22.64%. The stock has gained 28.3% over the last year.

4. Norwood Financial Corp. (NASDAQ:NWFL): Operates as the holding company for the Wayne Bank, which provides various commercial banking products and services to individuals, businesses, nonprofit organizations, and municipalities in Pennsylvania. Market cap of $80.87M. Dividend yield at 4.72%, payout ratio at 49.02%. TTM gross margin at 78.78% vs. industry gross margin at 70.68%. TTM operating margin at 48.25% vs. industry operating margin at 39.65%. TTM pretax margin at 30.43% vs. industry pretax margin at 22.64%. The stock has lost 10.59% over the last year.

5. Deluxe Corp. (NYSE:DLX): Provides various personalized printed products, promotional products, and merchandising materials to small businesses and financial institutions in the United States, Canada, and Europe. Market cap of $1.08B. Dividend yield at 4.69%, payout ratio at 36.91%. TTM gross margin at 70.64% vs. industry gross margin at 40.26%. TTM operating margin at 19.70% vs. industry operating margin at 14.29%. TTM pretax margin at 14.51% vs. industry pretax margin at 10.62%. This is a risky stock that is significantly more volatile than the overall market (beta = 2.02). The stock is a short squeeze candidate, with a short float at 9.53% (equivalent to 11.62 days of average volume). It's been a rough couple of days for the stock, losing 5.07% over the last week.

6. Artio Global Investors Inc. (NYSE:ART): A publicly owned asset management holding company. Market cap of $314.62M. Dividend yield at 4.52%, payout ratio at 18.63%. TTM gross margin at 49.32% vs. industry gross margin at 45.79%. TTM operating margin at 48.43% vs. industry operating margin at 36.53%. TTM pretax margin at 44.24% vs. industry pretax margin at 26.15%. The stock is a short squeeze candidate, with a short float at 8.09% (equivalent to 8.94 days of average volume). It's been a rough couple of days for the stock, losing 14.22% over the last week.

7. Enersis S.A. (NYSE:ENI): Engages in the generation, transmission, and distribution of electricity in Chile, Argentina, Brazil, Colombia, and Peru. Market cap of $11.35B. Dividend yield at 4.49%, payout ratio at 36.67%. TTM gross margin at 30.49% vs. industry gross margin at 27.36%. TTM operating margin at 24.23% vs. industry operating margin at 18.61%. TTM pretax margin at 21.16% vs. industry pretax margin at 14.12%. The stock has performed poorly over the last month, losing 12.04%.

8. Community Trust Bancorp Inc. (NASDAQ:CTBI): Operates as the holding company for Community Trust Bank, Inc. Market cap of $433.74M. Dividend yield at 4.41%, payout ratio at 49.37%. TTM gross margin at 78.68% vs. industry gross margin at 70.68%. TTM operating margin at 46.28% vs. industry operating margin at 39.65%. TTM pretax margin at 26.95% vs. industry pretax margin at 22.64%. The stock is a short squeeze candidate, with a short float at 5.07% (equivalent to 14. days of average volume). The stock has gained 2.07% over the last year.

9. New Hampshire Thrift Bancshares Inc. (NASDAQ:NHTB): Operates as the holding company for Lake Sunapee Bank, fsb that provides banking and other financial services in New Hampshire and Vermont. Market cap of $68.03M. Dividend yield at 4.41%, payout ratio at 39.73%. TTM gross margin at 78.73% vs. industry gross margin at 62.51%. TTM operating margin at 36.79% vs. industry operating margin at 33.56%. TTM pretax margin at 23.59% vs. industry pretax margin at 13.30%. The stock has lost 1.83% over the last year.

10. Strayer Education Inc. (NASDAQ:STRA): Provides various academic programs through traditional classrooms and Internet. Market cap of $1.09B. Dividend yield at 4.53%, payout ratio at 43.76%. TTM gross margin at 60.17% vs. industry gross margin at 52.24%. TTM operating margin at 29.94% vs. industry operating margin at 21.23%. TTM pretax margin at 29.63% vs. industry pretax margin at 18.44%. The stock is a short squeeze candidate, with a short float at 24.54% (equivalent to 14.28 days of average volume). It's been a rough couple of days for the stock, losing 7.88% over the last week.

Profitability data sourced from Fidelity; all other data sourced from Finviz.

Source: 10 Impressively Profitable, High-Yield Stocks