3 acciones dividendistas a mantener durante los próximos 10 años

In an era of economic uncertainty and sector-specific headwinds, dividend stocks that combine resilient cash flows with strategic reinvention stand out as compelling long-term investments. United Parcel Service (UPS), General Mills (GIS), and Medtronic (MDT) exemplify this rare blend of financial discipline and transformative ambition. Each company has navigated macroeconomic challenges by redefining its core business model, ensuring sustainable shareholder returns while adapting to evolving industry dynamics. Below, we dissect their strategies, dividend sustainability, and positioning for the next decade.

1. United Parcel Service (UPS): A Logistics Giant Reimagined

UPS has long been a dividend stalwart, having maintained or increased its payout annually since 1999. For 2025, , according to the report. , UPS remains confident in its ability to sustain this payout, according to the analysis.

The company's from "Bigger" to "Better" is central to its long-term resilience. By reducing Amazon shipping volumes , UPS is shifting toward higher-margin clients, including small and medium-sized businesses and the healthcare sector. This transformation is already bearing fruit: acquisitions like Frigo-Trans and Andlauer Healthcare Group have expanded its in pharmaceuticals and medical device deliveries, sectors with durable demand.

Cost-cutting measures further bolster UPS's financial flexibility. . Meanwhile, partnerships like Roadie have extended UPS's last-mile delivery coverage , solidifying its market leadership. These moves position UPS to thrive in a post-pandemic logistics landscape where speed, reliability, and profitability are paramount.

2. General Mills (GIS): From Efficiency to Remarkability

General Mills has faced recent headwinds, . However, its long-term dividend sustainability remains intact, . The company's recent "" underscores its commitment to growth through innovation, not just cost-cutting.

Central to this strategy is the (HMM) program, which . These savings are being reinvested into product innovation, . Themes like "Tasty Protein" and "Bold Flavors" are resonating with consumers, while omnichannel execution and packaging redesigns are enhancing .

General Mills' focus on volume-driven growth is also paying off. In the second half of fiscal 2025, . categories. While near-term challenges persist, according to analyst reports. For dividend investors, this balance of reinvestment and shareholder returns makes GIS a compelling long-term hold.

3. Medtronic (MDT): Innovation-Driven Resilience in Healthcare

Medtronic, a Dividend Aristocrat with 47 consecutive years of dividend increases, has demonstrated exceptional resilience in 2025. reflect a sustainable model that prioritizes both reinvestment and shareholder returns. The company's recent Q3 results highlight its ability to thrive in a competitive healthcare landscape:

• Cardiac Ablation Solutions , (PFA) technologies like PulseSelect™.
• Diabetes , .
• , according to Q3 results.

Medtronic's strategic focus on high-growth segments-such as and -ensures its relevance in an aging global population. The company's R&D investments, coupled with a disciplined , have fortified its competitive edge. For instance, its recent foray into has positioned it to capture market share in a $5 billion cardiac ablation market. , Medtronic's long-term dividend trajectory appears secure.

Conclusion: The Case for Long-Term Holdings

UPS, General Mills, and Medtronic share a common thread: they have redefined their business models to align with structural trends in their industries. UPS's shift to and cost efficiency, General Mills' pivot to , and Medtronic's focus on all underscore their adaptability. For investors seeking dividend resilience, these companies offer a rare combination of financial discipline, , and market leadership.

As the global economy continues to evolve, the ability to transform while maintaining shareholder returns will separate the durable from the transient. These three stocks, each with a proven track record of reinvention, are well-positioned to deliver consistent dividends and capital appreciation over the next decade.