5 Stocks Yielding 5X the Nasdaq-100 to Buy in November

The Nasdaq-100 is the index everyone means when they say that "tech stocks are up." It holds the 100 largest non-financial companies listed on the Nasdaq exchange, and it is not the same thing as the Nasdaq Composite, which tracks more than 3,000 Nasdaq-listed companies of every size.

The distinction matters here because the Nasdaq-100 is so concentrated in companies that would rather spend cash on data centers than mail checks to shareholders. Its dividend yield sits at roughly 0.6%. A $10,000 investment yields about $60 per year. That is not really good investment income.

The five consumer companies below each pay at least 3%, or 5 times what the index pays, and none of them depend on an AI spending cycle to keep doing it. All of them sell things people buy whether or not the chip stocks are having a good week.

Image source: Getty Images.

1. Kimberly-Clark just became a different company

Kimberly-Clark (NASDAQ: KMB) yields about 4.7%, and as of this week, it owns Tylenol, Listerine, and Neutrogena. The company completed its acquisition of Kenvue on Nov. 2, creating a portfolio with 10 billion-dollar brands and a target of roughly $2.1 billion in annual synergies. The dividend has been paid for 92 straight years and raised for 54.

The catch is debt: The company sold $4.9 billion of senior notes in late October to help fund the deal, and its own release flags "substantially increased indebtedness" as a risk. Final third-quarter numbers arrive soon, so keep a lookout.

2. Hershey is finally getting its margins back

Hershey (NYSE: HSY) yields about 3.4% and spent two years getting crushed by cocoa prices. That is reversing. Third-quarter net sales rose 3% to $3.28 billion, adjusted gross margin came in at 42.7%, and adjusted earnings per share more than doubled, with CEO Kirk Tanner pointing to "a meaningful margin and earnings recovery."

The company also promoted a 14-year veteran, Dave Hulays, to chief financial officer in September. Dividend payments through nine months reached $859 million, up from $814 million a year earlier. The risk is that cocoa prices spike again and the recovery stalls.

What strikes me about Hershey is how little the brand itself was ever in question. Nobody stopped buying Reese's cups because cocoa futures went vertical; Hershey just made less money on each one, and the stock got punished as if the franchise had broken. That is a cost problem, not a demand problem, and cost problems end. The company kept raising the dividend through the worst of it, which tells you how management saw the situation even when the market didn't.

Buying a candy company in the first week of November, with Halloween candy half-off and the Christmas aisle going up, is not sophisticated. It just tends to work.

3. J.M. Smucker is beating its own guidance

J.M. Smucker (NYSE: SJM), owner of Jif, Folgers, and Uncrustables, yields about 3.5% after declaring a $1.12 quarterly dividend on Oct. 22. First-quarter sales rose 5% to about $2.22 billion, and management raised its full-year outlook, now calling for sales to fall just 1% to 2% instead of 3% to 4%, with free cash flow of roughly $1.1 billion.

About $0.84 of the quarter's $3.24 in adjusted earnings per share came from one-time tariff refunds, so the underlying number is less impressive than the headline. Still, guiding to a decline and then beating it is the kind of low bar dividend investors tend to like.

4. Molson Coors is buying back stock while beer shrinks

Molson Coors (NYSE: TAP) yields about 4.8%, and the board doubled its share repurchase authorization to $4 billion in February, extending it through 2031. Beer volumes are the problem, and second-quarter underlying earnings fell 22.9%, but CEO Rahul Goyal pointed to Fever-Tree mixers and the newly acquired Monaco Cocktails as the growth pieces of its Horizon 2030 plan.

This is the riskiest name here. The company guided 2026 earnings down 11% to 15% back in February, and the stock has fallen enough since then that the yield has climbed toward 5%. To me, that is the market pricing in a beer business that keeps shrinking, which is exactly the bet you are making if you buy it.

5. Nomad Foods is the one nobody in America has heard of

Nomad Foods (NYSE: NOMD) sells Birds Eye and Findus frozen fish and vegetables across Europe, and it yields about 5.8% on a $0.17 quarterly dividend.

On Oct. 6, the company raised its 2026 organic revenue outlook, said it expects a return to growth in the third quarter, and laid out a multi-year plan that includes productivity savings now expected to exceed its earlier 200 million euro target, along with a commitment to maintain the dividend. The risk is that European grocers keep pushing private-label frozen food, which is exactly why the stock is cheap enough to yield this much.

None of these will outrun the Nasdaq-100 in a year when AI stocks rip. That is not the job. To me, the sensible move is to pair two or three of these with whatever growth exposure you already own, so the portfolio keeps paying you in the years the index doesn't. Kimberly-Clark and Hershey are the steadier pair; Nomad and Molson Coors are where the extra yield comes with extra doubt.

Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hershey and J.M. Smucker. The Motley Fool recommends Nomad Foods. The Motley Fool has a disclosure policy.