Two S&P 500 Dividend Stocks Could Jump 20%+ (Wall Street Thinks So) 🚀

Most folks see dividend stocks as slow growers. But not always! Wall Street analysts seem pretty excited about two particular S&P 500 dividend payers. They might deliver returns over 20% in the next year. Right now the overall S&P 500 yield sits at a tiny 1.15% as of September 2025. Been dropping for years.

Eli Lilly (NYSE: LLY) - Might Climb 29% 📈

Lilly's stock tanked. Down over 50% from its high point. Now at $735 per share. But analysts think it'll bounce back to around $950 - that's 29% higher! Why the crash? Their oral weight-loss pill disappointed everyone. Only 12.4% weight reduction after 72 weeks. The injectable Zepbound did 20.9%. Big difference.

Smart analysts saw this coming. Not really surprising. And now? That bad news is baked into the price. Zepbound sales look pretty amazing. The active ingredient (works in both Zepbound for obesity and Mounjaro for diabetes) exploded with 121% year-over-year growth to $14.7 billion in the first half of 2025 🔥

This weight loss market is huge. Enormous, actually. BMO Capital thinks annual sales could hit $150 billion by 2033. And Lilly has other winners too. Their cancer drug Verzenio grew 11% to $2.7 billion.

The dividend yield looks small - just 0.8%. But they've doubled payouts in five years. Kind of promising for the long haul.

ConocoPhillips (NYSE: COP) - Looking at 28% Upside 🛢️

ConocoPhillips shares sit around $95 now. That's about 30% below their peak. Yet Wall Street thinks $120.95 is possible. A 28% jump! The quarterly dividend is stuck at $0.78 per share for over a year. Still yields 3.3% though. Way better than the S&P average.

Don't get fooled by the unchanged dividend. They're returning cash in other ways. Spent $1.2 billion buying back shares last quarter alone. That's more than the $1 billion paid in dividends. They've already cut share count by 3.5% since grabbing Marathon Oil last November 🌕

Oil prices aren't great. Below $80 per barrel for over a year. ConocoPhillips still keeps cash flowing back to investors. The Marathon deal, some planned asset sales, and tax benefits from that One, Big, Beautiful Bill Act? All point to more cash coming soon. Management thinks free cash flow will jump by $7+ billion in four years.

A sudden economic crash would mess things up, it seems. But that 3%+ dividend looks pretty solid. Not a bad pick for portfolios wanting both income and growth potential.