Core Insights - Amcor has announced the hiring of Stephen Scherger as its new Chief Financial Officer, effective November 10, succeeding Michael Casamento who has served in the role for 10 years [1][4]. Company Developments - Stephen Scherger previously served as CFO of Graphic Packaging International (GPI) for a decade, during which GPI's net sales more than doubled, highlighting his significant impact on the company's growth [2]. - Under Scherger's leadership, GPI completed major acquisitions, including the 2018 merger with International Paper's North America consumer packaging business and the 2021 acquisition of AR Packaging for $1.45 billion [3]. - Amcor's recent leadership change marks its second major C-suite transition in two years, following the promotion of Peter Konieczny to CEO in 2024 [5]. Transition Details - Scherger will conclude his tenure at GPI after the third-quarter earnings report on November 4, with Charles Lischer appointed as interim CFO [6].

Core Viewpoint - Amcor PLC has appointed Stephen R. Scherger as the new CFO, reaffirming its financial outlook for fiscal year 2026 while experiencing a slight increase in share price during pre-market trading [1][5]. Leadership Changes - Stephen R. Scherger, previously CFO of Graphic Packaging Holding Co., will assume the role of executive vice president and CFO effective November 10 [2]. - Scherger has a strong background in the packaging industry, having doubled net sales to nearly $9 billion and tripled net income at his previous company [2]. - He replaces Michael Casamento, who served as CFO for 10 years and is returning to Australia but will remain an advisor until June 30, 2026 [4]. Compensation Details - Scherger's compensation includes a $1 million annual base salary, a $500,000 sign-on bonus, and $2.3 million in retention equity [4]. Financial Outlook - Amcor reaffirmed its guidance for fiscal year 2026, expecting adjusted earnings per share (EPS) between 80 and 83 cents, indicating a 12-17% growth on a constant currency basis [5]. - Free cash flow for fiscal 2026 is projected to be between $1.8 billion and $1.9 billion, with first-quarter adjusted EPS expected to be in the range of 18 to 20 cents [6]. Stock Performance - Over the past year, Amcor's stock has declined by 29.55%, with a market capitalization of $18.05 billion and an average daily trading volume of 21.17 million shares [8]. - The stock has a price-to-earnings (P/E) ratio of 24.43 and offers a dividend yield of 6.52% [8].

Leadership Transition - Michael Casamento will leave Amcor to return to Australia, remaining in an advisory role until June 30, 2026, to support the transition [1][3] - Stephen R. Scherger has been appointed as the new Executive Vice President and Chief Financial Officer, effective November 10, 2025 [1][3] Executive Background - Stephen R. Scherger has over 30 years of experience in finance, operations, and strategy within the packaging industry, previously serving as CFO of Graphic Packaging [2][5] - Under Scherger's leadership, Graphic Packaging's net sales more than doubled to nearly $9 billion, and net income nearly tripled during his tenure [2] Company Outlook - Amcor reaffirmed its fiscal year 2026 outlook, expecting Adjusted EPS of 80-83 cents per share, representing 12-17% constant currency growth, and Free Cash Flow of $1.8-1.9 billion [4] - For the first quarter of fiscal year 2026, Amcor anticipates Adjusted EPS to be within the previously announced range of 18-20 cents per share [4] CEO Comments - Amcor CEO Peter Konieczny expressed confidence in Scherger's ability to enhance growth and profitability, highlighting his industry experience and leadership style [3] - Konieczny thanked Casamento for his decade of service, noting that Amcor is well-positioned following the successful combination with Berry Global [3] Company Profile - Amcor is a global leader in responsible consumer packaging and dispensing solutions, generating $23 billion in annualized sales from operations across over 400 locations in more than 40 countries [6]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Amcor PLC (NYSE:AMCR) - Amcor has a dividend yield of 6.23% [7] - Analyst Ghansham Panjabi from Baird maintained a Neutral rating and lowered the price target from $11 to $10 [7] - Analyst Gabe Hajde from Wells Fargo maintained an Overweight rating and raised the price target from $10 to $11 [7] - Recent news indicates that Amcor posted disappointing quarterly earnings on August 14 [7] Group 2: Dow Inc (NYSE:DOW) - Dow has a dividend yield of 5.88% [7] - Analyst John Roberts from Mizuho maintained a Neutral rating and cut the price target from $30 to $26 [7] - Analyst Laurence Alexander from Jefferies maintained a Hold rating and lowered the price target from $28 to $23 [7] - Dow reported worse-than-expected second-quarter financial results and cut its dividend by 50% on July 24 [7] Group 3: Kaiser Aluminum Corp (NASDAQ:KALU) - Kaiser Aluminum has a dividend yield of 3.93% [7] - Analyst Josh Sullivan from Benchmark maintained a Buy rating and cut the price target from $100 to $74 [7] - Analyst Timna Tanners from Wolfe Research upgraded the stock from Underperform to Peer Perform [7] - Kaiser Aluminum is set to release its third-quarter 2025 financial and operating results on October 22 [7]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, as these companies typically have high free cash flows and offer substantial dividend payouts [1] Company Summaries Amcor PLC (NYSE:AMCR) - Dividend Yield: 6.23% - Analyst Ratings: - Baird analyst Ghansham Panjabi maintained a Neutral rating and lowered the price target from $11 to $10 on Aug. 15, 2025, with an accuracy rate of 76% [7] - Wells Fargo analyst Gabe Hajde maintained an Overweight rating and raised the price target from $10 to $11 on July 18, 2025, with an accuracy rate of 77% [7] - Recent News: Amcor posted downbeat quarterly earnings on Aug. 14 [7] Dow Inc (NYSE:DOW) - Dividend Yield: 5.88% - Analyst Ratings: - Mizuho analyst John Roberts maintained a Neutral rating and cut the price target from $30 to $26 on Oct. 3, 2025, with an accuracy rate of 71% [7] - Jefferies analyst Laurence Alexander maintained a Hold rating and lowered the price target from $28 to $23 on Sept. 8, 2025, with an accuracy rate of 75% [7] - Recent News: Dow reported worse-than-expected second-quarter financial results and cut its dividend by 50% on July 24 [7] Kaiser Aluminum Corp (NASDAQ:KALU) - Dividend Yield: 3.93% - Analyst Ratings: - Benchmark analyst Josh Sullivan maintained a Buy rating and cut the price target from $100 to $74 on April 21, 2025, with an accuracy rate of 88% [7] - Wolfe Research analyst Timna Tanners upgraded the stock from Underperform to Peer Perform on April 11, 2025, with an accuracy rate of 66% [7] - Recent News: Kaiser Aluminum is set to release its third quarter 2025 financial and operating results on Wednesday, Oct. 22, 2025, after the closing bell [7]

S&P 500 companies that have raised their dividends for shareholders for over 25 years are the kind of investments that passive income investors need to own. ...

Dividend Aristocrats have paid out increasing dividends for 25 years or more - and you don’t earn that distinction by simply being a run-of-the-mill company. No, Dividend Aristocrats are the poster child for financial strength, solid foundations, shareholder-centric policy, and, of course, consistent income. Of course, there’s a tradeoff. To maintain that streak of increases, the company must balance earnings with payouts. You can’t pay out too much and leave nothing for the company to grow further. On th ...

Core Insights - The article highlights that several S&P 500 companies are expected to achieve significant revenue growth in the third quarter, surpassing even high-performing stocks like Nvidia and Palantir [2][3]. Revenue Growth Expectations - Eight S&P 500 stocks, including Expand Energy, KeyCorp, and Robinhood Markets, are projected to post over 60% revenue growth in the upcoming third-quarter earnings season [2]. - Expand Energy is anticipated to see a remarkable revenue surge of 402% to $2 billion, largely due to its acquisition of Southwestern Energy [4]. - KeyCorp's revenue is expected to jump 170% to $1.9 billion, with a projected 24% increase in EPS for 2025 [7]. - Robinhood Markets is forecasted to achieve an 83% revenue increase to $1.2 billion in the third quarter of 2025 [6]. Comparative Performance - The expected revenue growth for Expand Energy, KeyCorp, and Robinhood significantly outpaces the anticipated growth of 55.6% for Nvidia and 50.5% for Palantir [3]. - Despite the high revenue growth projections, KeyCorp's stock has only risen 8% this year, indicating a potential disconnect between growth expectations and market performance [7]. Summary of Top Growth Companies - The following companies are expected to have the highest revenue growth in Q3 2025: - Expand Energy (EXE): 402.1% - KeyCorp (KEY): 170.8% - Robinhood Markets (HOOD): 82.6% - First Solar (FSLR): 75.1% - Bunge Global (BG): 74.0% - Amcor (AMCR): 71.5% - TKO Group (TKO): 65.2% - Oneok (OKE): 63.6% [8].

Group 1: AI Investment Opportunity - Artificial intelligence is identified as the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume massive amounts of energy, comparable to the energy usage of small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company is highlighted as a potential investment opportunity, owning critical energy infrastructure assets that are essential for supporting the anticipated energy demands from AI [3][6] - This company is positioned at the center of America's next-generation power strategy, with capabilities in executing large-scale engineering, procurement, and construction projects across various energy sectors [7] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides financial stability [8] Group 3: Market Position and Growth Potential - The company has an equity stake in another prominent AI-related venture, offering investors indirect exposure to multiple growth engines in the AI sector [9] - It is trading at less than 7 times earnings, indicating a potentially undervalued position in the market compared to its peers [10] - The company is expected to benefit from the ongoing trends in AI, energy infrastructure, and U.S. LNG exportation, particularly under the current political climate favoring domestic energy production [7][14] Group 4: Future Outlook - The future of energy and AI is intertwined, with the demand for electricity expected to surge as AI technologies continue to evolve [12][14] - The influx of talent into the AI sector is anticipated to drive rapid advancements and innovative ideas, further solidifying the importance of investing in AI-related companies [12] - The overall sentiment is that investing in AI and its supporting infrastructure is not just about financial returns but also about participating in a transformative technological revolution [15]

Company Overview - Regal Rexnord has 70 years of experience in designing, manufacturing, and marketing specialized tools and products for motion control, serving various industries including aerospace, automotive, and agriculture [2][7] - The company has a market capitalization of $9.55 billion and employs approximately 30,000 people globally [7] Financial Performance - In Q2 2025, Regal Rexnord reported quarterly sales of $1.5 billion, a decrease of 3.3% year-over-year, but slightly above the forecast by $1.8 million [8] - Non-GAAP earnings per share were $2.48, exceeding expectations by 4 cents and reflecting an 8.3% increase from the previous year [8] - The adjusted free cash flow for the quarter was $493 million, with expectations for full-year 2025 adjusted free cash flow to reach up to $700 million [8] Analyst Insights - JPMorgan analyst Tomohiko Sano expresses optimism about Regal Rexnord, highlighting its transition from a legacy parts vendor to an industrial solutions provider, supported by margin expansion and strategic M&A [9] - The analyst projects a price target of $200 for Regal Rexnord, indicating a potential upside of 38.5% by the end of next year [9] - The stock has received a Strong Buy rating from analysts, with a consensus of 8 Buys and a current trading price of $144.37, suggesting a potential gain of 23.5% based on an average target price of $178.25 [10]