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Markets Turn Volatile: 5 Defensive Stocks to Buy

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Volatility has returned to Wall Street after a solid September rally following the Federal Reserve’s rate cut announcement. The volatility followed fresh data, which showed that inflation increased slightly in September.

Also, lingering frustration over high commodity prices saw consumer sentiment slipping in October. Given this situation, investing in defensive stocks like consumer staples and utilities would be a safe bet.

Five such stocks are American Water Works Company, Inc. (AWK - Free Report) , Ameren Corporation (AEE - Free Report) , Fortis, Inc. (FTS - Free Report) , Unilever PLC (UL - Free Report) and The Clorox Company (CLX - Free Report) .

Mixed Inflation Moves in September

The Commerce Department reported last week that the consumer price index (CPI) rose 0.2% sequentially in September, matching August’s increase, but came in higher than analysts’ expectations of a rise of 0.1%.

On a year-over-year basis, CPI increased 2.4%, the smallest increase in over three and a half years. Core CPI, which excludes the volatile food and energy prices, jumped 3.3% year over year, higher than the consensus estimate of a rise of 3.2%.

The Fed announced a 50-basis point rate cut in its September FOMC meeting, the first since March 2020. The current benchmark policy rate is between 4.75% and 5%, the lowest since April 2023. Markets are hopeful that the Fed will go for another 25-basis-point rate cut in November.

However, Wall Street turned volatile following the release of the CPI data as concerns grew that the Fed could slow its pace of future rate cuts if inflation doesn’t decline substantially.

Consumer Sentiment Declines Weighing on Stocks

The University of Michigan's preliminary reading showed that consumer sentiment slipped to 68.9 in October from the final reading of 70.1 in the prior month. Economists had forecast a reading of 70.8.

Lingering high prices and fears of a slowing economy have been denting consumer sentiment from the highs seen a month earlier. The survey's reading of one-year inflation expectations jumped to 2.9% from 2.7% in the previous month.

Low-Beta Stocks to Play Safe

Given this scenario, investors should devise a plan centered around low-risk investments, emphasizing a blend of factors that maximize returns. Optimal strategies include investing in defensive stocks such as consumer staples and utilities, prioritizing stocks with low beta (ranging from 0 to 1), high dividend yields, and favorable Zacks Rank.

Each of these stocks carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

American Water Works Company

American Water Works Company, Inc. provides essential water services to over 14 million customers in 24 states and has an employee strength of 6,500. AWK also acquires small water service providers to expand its customer base.

American Water Works Company has an expected earnings growth rate of 7.6% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.2% over the last 60 days. AWK presently carries a Zacks Rank #2. American Water Works has a beta of 0.69 and a current dividend yield of 2.18%.

Zacks Investment Research
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Ameren Corporation

Ameren Corporation is a utility company, which generates and distributes electricity and natural gas to residential, commercial, industrial and wholesale end markets in Missouri and Illinois. AEE serves nearly 2.4 million electric and more than 900,000 natural gas customers.

Ameren Corporation’s expected earnings growth rate for the current year is 5.5%. The Zacks Consensus Estimate for current-year earnings improved 0.2% over the past 60 days. AEE currently carries a Zacks Rank #2. Ameren Corporation has a beta of 0.45 and a current dividend yield of 3.07%.

Zacks Investment Research
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Fortis, Inc

Fortis, Inc. is engaged in electric and gas utility business. FTS offers regulated utilities, comprising electric and gas, as well as engages in non-regulated hydroelectric operations. Fortis operates primarily in Canada, the United States and the Caribbean.

Fortis has an expected earnings growth rate of 3.1% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.3% over the last 60 days. Currently, FTS carries a Zacks Rank #2. Fortis has a beta of 0.44 and a current dividend yield of 3.92%.

Zacks Investment Research
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Unilever PLC

Unilever PLC is engaged in the manufacturing of branded and packaged consumer goods, including food, detergents and personal care products. UL also has an interest in specialty chemicals. Unilever sells its products internationally.

Unilever PLC has an expected earnings growth rate of 8.2% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.4% over the last 60 days. UL currently sports a Zacks Rank #1. Unilever has a beta of 0.48 and a current dividend yield of 2.99%.

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The Clorox Company

The Clorox Company is engaged in the production, marketing and sale of consumer products in the United States. and international markets. CLX sells its products primarily through mass merchandisers, grocery stores and other retail outlets.

The Clorox Company has an expected earnings growth rate of 7.6% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.3% over the last 60 days. CLX presently has a Zacks Rank #2. The Clorox Company has a beta of 0.41 and a current dividend yield of 3.02%.

Zacks Investment Research
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