Benzinga US Stock Expert Analysis: Five International Stocks with Dividends that are Not Affected by Tariffs

Last week, Trump announced a 90-day suspension of tariff sanctions. So what can be done during this three-month waiting period? The U.S. stock market is currently experiencing severe fluctuations, and the U.S.-China trade war continues to escalate. Even steadfast investors may feel uneasy about the market. Benzinga's analysts have selected five international stocks that are not affected by tariffs and also offer dividends. Below are introductions to these five stocks, purely market observations and not constituting any investment advice.

Mizuho Financial Group

Mizuho Financial Group (Mizuho Financial Group NYSE Code: MFG) Once the world's largest asset manager, it remains Japan's third-largest bank with assets of nearly US$2 trillion (254 trillion yen) and more than 59,000 employees. Headquartered in Tokyo, Mizuho is divided into four divisions: Retail, Corporate, Wealth and Asset Management, and Specialty Affiliate (Mizuho Research Institute), and the company currently has a market capitalization of $61 billion.

Mizuho's fundamentals were strong, continuing its upward trend in early 2025, but plummeting after the White House announced tariffs, with the stock expecting ninex earnings and a price-to-book (PB value) of 0.91. MFG has a dividend yield of 3.32% and a dividend payout ratio of (DPR) below 28, indicating that dividend payouts are sustainable and have room to grow. Benzinga Edge scores MFG as 98.94 for quality, 86.30 for power, and 73.54 for growth.

From a technical perspective, MFG had been using the 50-day moving average as a support level before the crash in April, but recently triggered an oversold signal on the Relative Strength Index (RSI). If the stock can break through the 200-day moving average, there may be greater upside potential in the future in addition to generous dividends.

SK Telecom Co Ltd

SK Telecom Co Ltd. NYSE ticker: SKM( is one of the largest telecommunications companies in South Korea, with annual sales exceeding 13 billion USD (equivalent dollars) and a market capitalization of nearly 9 billion USD. SK Telecom is one of the most prominent sports sponsors in South Korea (also collaborating with Comcast in the esports business), making it one of the most well-known Korean brands globally.

SK Telecom stocks are traded on the Korean Exchange and the New York Stock Exchange. The valuation of SK Telecom is reasonable: expected price-to-earnings ratio of 9.99, P/S of ) is 0.64. The telecommunications industry has always been a low-margin sector, but SKM's profit margin last quarter was as high as 6.89%, with a dividend yield of 6.47% (DPR is higher but sustainable at 65.7%).

The weekly stock charts also show a smooth Moving Average Convergence Divergence, abbreviated as MACD, crossover, which may trigger the next round of upward momentum. SK Telecom's rating on Benzinga Edge is also high, with a quality score of 99.68 and a value score of 96.10.

Santander Bank Banco Santander S.A. ADR

Founded more than 160 years ago, Santander (Banco Santander S.A. ADR Code: SAN) is one of the largest banks in Spain and, as of 2023, the 49th largest publicly traded company in the world. The current market cap is about $101 billion; More than 70% of its revenue comes from retail banking, with sales exceeding $145 billion and net income exceeding $13.6 billion over the past 12 months.

In the European banking sector, Santander's dividend is safe and stable, with a current yield of 3.52% and a DPR below 20%, the company's dividend has increased by more than 50% over the past three years, and the stock's expected P/E ratio is only 6.8 times, the price-to-equity ratio is only 0.70, and the P/E ratio is only 1.00. The stock price also recently broke above the 50-day moving average, which is a positive signal for the rise.

Jiayin Group Inc

Jiayin Group Inc. Nasdaq symbol: JFIN( is a fintech platform specialized in connecting lenders and borrowers, and its consumer finance products may be driven by the stock market due to the incentive plan launched by Beijing in 2025.

JFIN currently yields as high as 7.89%, a figure that is often unsustainably high. However, JFIN has a DPR ratio of 17.8%, while the company's latest earnings report shows gross margins of up to 65%. JFIN has a P/E ratio of 4.18 and a price-to-sales ratio of 0.35, in addition to Benzinga Edge's value score of 96.17, momentum score of 96.60, and growth score of 79.21. The daily stock chart shows that the strong uptrend is still in place, the 50-day EMA is above the 200-day EMA, and the RSI shows comfortable numbers below 50.

Gold Fields Ltd. ADR

Gold is an asset that has not been affected by tariff fluctuations this year, and analysts believe it will reach a historical high in 2025. If you do not want to hold gold bars, you can profit by investing in international stocks related to the sector.

Goldfield Limited )Gold Fields Ltd. NYSE code GFI( owns mines in South Africa, Australia, Ghana and Peru, and the company has a number of successful results over the past few years and now expects earnings per share to grow 75% this year. The DPR is sustainably at 26% and the stock is trading at 8.7 times expected returns. Technical signs also point to more upside ahead.

In early February, a golden cross appeared (the 50-day moving average is above the 200-day moving average), and recently the stock price has fallen to challenge the 50-day moving average. However, this line still maintains solid support, triggering the next round of upward movement. As long as gold continues to be a popular trade, gold stocks such as GFI may see higher prices and substantial dividends in the future.

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