JP Morgan’s Best 2025 Stock Ideas Include 5 Blue-Chip Dividend Giants

By Lee Jackson Published Jan 8, 7:12AM EST

Quick Read

The stock market likely could see a sizable correction in 2025.
J.P. Morgan’s Year Ahead Best Ideas list includes some outstanding large-cap dividend stocks.
Expect only two interest rate cuts from the Federal Reserve in 2025.

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With all of the major indices making solid moves higher in 2024, we were very interested to see what the top prognosticators across Wall Street think is in store for 2025 as we start the second quarter of the new century. Not surprisingly, many of the firms we cover are optimistic going forward despite some trepidation after the big gains.

Every year, the top Wall Street firms release a list of their top stock picks for the next 12 months. Typically, these are companies that analysts have an incredible conviction for. In addition, they often have good upside to the assigned price target and are bestowed with either a Buy or Overweight rating, depending on the company providing the coverage. At 24/7 Wall St., we like to cover these top stocks and then screen the companies, looking for those paying the highest dividends to investors. This can increase the total return potential for investors.

The research team at J.P. Morgan is out with the firm’s 2025 Year Ahead Best Idea list, and we found five companies that look like outstanding ideas for growth and income investors. All pay dependable high-yield dividends and have sizable upside to the assigned price target.

Why we recommend J.P. Morgan stocks

J.P. Morgan is an acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide clients with the best ideas across the investing spectrum, and this is likely to continue for years.

AT&T

AT&T is the world’s fourth-largest telecommunications company in terms of revenue.

The legacy telecommunications company has been undergoing a lengthy restructuring while lowering its dividend, which still stands at 4.90%. AT&T Inc. (NYSE: T | T Price Prediction) provides worldwide telecommunications, media, and technology services. Its Communications segment offers wireless voice and data communications services.

AT&T sells through its company-owned stores, agents, and third-party retail stores:

Handsets
Wireless data cards
Wireless computing devices
Carrying cases
Hands-free devices

AT&T also provides:

DataVoice
Security
Cloud solutions
Outsourcing
Managed and professional services

Customer premises equipment for multinational corporations, small and mid-sized businesses, and governmental and wholesale customers.
In addition, this segment offers residential customers broadband fiber and legacy telephony voice communication services.

It markets its communications services and products under:

AT&T
Cricket
AT&T PREPAID
AT&T Fiber

The company’s Latin America segment provides wireless services in Mexico and video services in Latin America. This segment markets its services and products under the AT&T and Unefon brands.

The J.P. Morgan price target is set at $28.

ConocoPhillips

Conoco, formerly Continental Oil, is an American petroleum brand owned by Phillips 66 Company.

This large-cap integrated energy company offers investors substantial value and a solid 3.10% dividend. ConocoPhillips (NYSE: COP) explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids worldwide.

Conoco’s portfolio includes:

Resource-rich North American tight oil and oil sands assets
Lower-risk legacy assets in North America, Europe, Asia, and Australia
Various international developments and an inventory of conventional and unconventional exploration prospects

In November, the company completed its massive $22.5 billion purchase of Marathon Oil. Per the merger agreement, each share of Marathon Oil common stock was converted into the right to receive 0.255 shares of ConocoPhillips common stock at the adequate time of the merger, with cash instead of fractional shares.

Many Wall Street analysts, including the J.P. Morgan team, feel Conoco can accelerate growth from a reloaded portfolio depth in the Bakken and Eagle Ford with visibility on future growth.

The J.P. Morgan price target for the shares is $123.

Digital Realty Trust

This industry leader owns, operates, and invests in carrier-neutral data centers worldwide.

Digital Realty Trust Inc. (NYSE: DLR) pays a solid 2.70% dividend as an industry leader and probably the best and safest pure-play for AI exposure. It brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions.

PlatformDIGITAL, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges.

Digital Realty gives its customers access to the connected data communities that matter to them. Its global data center footprint includes over 300 facilities in 50 metro areas in 25 countries on six continents. Some of the biggest companies in the tech industry, including Nvidia Corp. (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), and Oracle Corp. (NYSE: ORCL), are using Digital Realty Trust’s data center and cooling solutions.

The company announced this last year via a press release:

Digital Realty has commenced construction of its third data center at its NRT campus in Inzai, Chiba Prefecture, in Japan. Utilizing PlatformDIGITAL, the facility is expected to open in December 2025 and will significantly increase the availability of state-of-the-art AI-ready infrastructure capacity in Japan. This announcement follows the recent launch of NRT12 on the same campus, solidifying Digital Realty’s commitment to providing customers with best-in-class data center solutions in Japan.

The J.P. Morgan target price is set at $185.

PNC Financial Services

PNC Financial Services is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania.

This bank has a vast client base, pays a hefty 3.27% dividend, and is among the top 10 largest U.S. banks by assets. The PNC Financial Services Group Inc. (NYSE: PNC) operates through three segments:

Retail Banking
Corporate & Institutional Banking,
Asset Management Group

The company’s Retail Banking segment offers:

Checking, savings, and money market accounts, as well as time deposits
Residential mortgages, home equity loans, and lines of credit
Auto loans, credit cards; education loans, and personal and small business loans and lines of credit
Brokerage, insurance, and investment and cash management services

This segment serves consumer and small business customers through branches, digital channels, ATMs, and phone-based customer contact centers.

The Corporate & Institutional Banking segment provides:

Secured and unsecured loans, letters of credit, and equipment leases
Cash and investment management services
Receivables and disbursement management services
Funds transfer services
International payment services
Access to online/mobile information management and reporting
Securities underwriting, loan syndications, customer-related trading
Mergers and acquisitions and equity capital markets advisory-related services
Commercial loan servicing and technology solutions

It serves mid-sized and large corporations as well as government and not-for-profit entities.

PNC Financial Service Groups Asset Management Group segment offers:

Investment and retirement planning, customized investment management, credit and cash management solutions, and trust management and administration services for high-net-worth and Ultra-high net worth individuals and their families
Multi-generational family planning services for ultra-high-net-worth individuals and their families

It provides outsourced chief investment officers, custody, private real estate, cash and fixed-income client solutions, and retirement plan fiduciary investment services for institutional clients.

The J.P. Morgan target price objective is $206.50.

Regency Centers

Regency Centers is a real estate investment trust based in Jacksonville, Florida, and it is one of the largest shopping center operators.

With a 3.86% dividend, this is a quality real estate idea for 2025. Regency Centers Corp. (NASDAQ: REG) is a preeminent national owner, operator, and developer of shopping centers in suburban trade areas with compelling demographics.

The company’s portfolio includes thriving properties merchandised with highly productive:

Grocers
Restaurants
Service providers
Best-in-class retailers that connect to their neighborhoods, communities, and customers

The company raised the shareholder dividend by 5.2% in December. That marked the 11th year in a row for a dividend increase. The company has steadily lifted its dividend since 2014.

Operating as a fully integrated real estate company, Regency Centers is a qualified real estate investment trust (REIT) that is self-administered and self-managed and a member of the S&P 500 Index.

J.P. Morgan’s target price for the shares is $80.

Goldman Sachs Loves Five Large-Cap Technology Giants for 2025

About the Author Lee Jackson →

Lee Jackson has covered Wall Street analysts' equity and debt research and equity strategy daily for 24/7 Wall St. since 2012. His broad and diverse career, which included a stint as the creative services director at the NBC affiliate in Austin, Texas, gives him unique insight into the financial industry and world.

Lee Jackson's journey in the financial industry spans over 30 years, with nearly two decades as an institutional equity salesperson at Bear Stearns, Lehman Brothers, and Morgan Stanley. His career was marked by his presence on the sell side during pivotal Wall Street events, from the dot.com rise and bubble to the Long Term Capital Management debacle, 9/11, and the Great Recession of 2008. This is a testament to his resilience and adaptability in the face of market volatility.

Lee Jackson’s practical financial industry experience, acquired from a career at some of the biggest banks and brokerage firms, is complemented by a lifetime of writing on various platforms. This unique combination allows him to shed light on the intricacies and workings of Wall Street in a way that only someone with deep insider experience and knowledge can. Moreover, his extensive network across Wall Street continues to provide direct access for him and 24/7 Wall St., a privilege few firms enjoy.

Since 2012, Jackson’s work for 24/7 Wall St. has been featured in Barron’s, Yahoo Finance, MarketWatch, Business Insider, TradingView, Real Money, The Street, Seeking Alpha, Benzinga, and other media outlets. He attended the prestigious Cranbrook Schools in Bloomfield Hills, Michigan, and has a degree in broadcasting from the Specs Howard School of Media Arts.