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Top Wall Street analysts recommend these dividend stocks for stable income
CNBC· 2025-11-30 14:01
Core Insights - November has seen volatility in the market, particularly with high valuations in artificial intelligence stocks and expectations of an interest rate cut in December, leading investors to seek stable income through dividend-paying stocks [1] Dividend Stocks Overview - Selecting attractive dividend stocks can be challenging, but recommendations from top Wall Street analysts can aid in decision-making [2] MPLX - MPLX is a master limited partnership focused on midstream energy infrastructure, announcing a third-quarter distribution of $1.0765 per common unit, marking a 12.5% year-over-year growth, with an annualized distribution of $4.31 per unit, yielding 8.03% [3][4] - RBC Capital analyst Elvira Scotto reiterated a buy rating on MPLX, raising the price target to $60 from $58, while TipRanks' AI Analyst has an "outperform" rating with a price target of $59 [4] - Expectations for higher EBITDA growth from 2025 to 2026 are driven by key projects, with mid-single-digit growth anticipated beyond 2026 [5][6] - Distribution per unit is expected to rise by 12.5% in 2026 and again in 2027, aligning with the company's growth targets [7] ConocoPhillips - ConocoPhillips announced an 8% increase in its fourth-quarter dividend to $0.84 per share, yielding 3.65% [8] - Analyst Ryan Todd reiterated a buy rating with a price target of $115, highlighting ConocoPhillips' strong drilling inventory and growth potential in LNG and U.S. conventional projects [9][11] - The company has reduced adjusted operating costs by 8% since 2024, with further reductions expected, contributing to leading free cash flow growth [12][13] IBM - IBM returned $1.6 billion to shareholders in Q3 through dividends, with a quarterly dividend of $1.68 per share, yielding 2.22% [15] - Analyst Amit Daryanani reiterated a buy rating with a price target of $315, noting management's optimism about tech spending growth outpacing GDP [16] - IBM's transformation over the past five years has led to consistent growth and solid free cash flow, with opportunities in enterprise AI and quantum computing [17]
Wolfe Research Highlights ConocoPhillips’ (COP) Asset Sales, Anadarko Acquisition, and Future Cash Flow
Yahoo Finance· 2025-11-28 06:15
ConocoPhillips (NYSE:COP) ranks among the 9 hot energy stocks to buy. On November 6, Wolfe Research reaffirmed its Outperform rating on ConocoPhillips (NYSE:COP) and increased its price target to $131 from $130. The change comes after ConocoPhillips announced an 8% dividend raise, which Wolfe Research characterizes as a possible trigger for the market to recognize the company’s potential. Wolfe Research highlighted the company’s free cash flow growth in its third-quarter results, estimating a $1 billion ...
ConocoPhillips (COP) Inks MOU to Pursue Natural Gas Opportunities in Syria
Yahoo Finance· 2025-11-27 11:16
ConocoPhillips (NYSE:COP) is an affordable blue-chip stock to buy. On November 18, ConocoPhillips (NYSE:COP), in partnership with Novatera and Syrian Petroleum Company, inked a memorandum of understanding focusing on opportunities in the natural gas sector. ConocoPhillips (COP) Inks MOU to Pursue Natural Gas Opportunities in Syria The agreement paves the way for ConocoPhillips to pursue opportunities to develop existing gas fields in Syria and to explore new ones in line with modern technological standar ...
Piper Sandler Maintains a Buy on ​ConocoPhillips (COP), Keeps the PT
Yahoo Finance· 2025-11-27 10:52
​ConocoPhillips (NYSE:COP) is one of the Best Very Cheap Stocks to Invest In. On November 24, Ryan Todd from Piper Sandler reiterated a Buy rating on ConocoPhillips (NYSE:COP) with a $115 price target. Earlier, Devin McDermott from Morgan Stanley had also reiterated a Buy rating on the stock but lowered the price target from $122 to $117. ​The ratings follow the company’s fiscal Q3 2025 results, announced on November 6. During the quarter, revenue grew by 14.10% to $15.52 billion, surpassing estimates by ...
How Is ConocoPhillips’s Stock Performance Compared to Other Oil & Gas E&P Stocks?
Yahoo Finance· 2025-11-27 06:54
With a market cap of $107 billion, ConocoPhillips (COP) is one of the world’s largest independent exploration and production (E&P) companies, focused on the discovery, development, and production of crude oil, natural gas, and natural gas liquids. Headquartered in Houston, Texas, the company operates across major energy regions, including the U.S. (notably the Permian Basin, Eagle Ford, and Bakken), Canada, the North Sea, Asia-Pacific, and the Middle East. Companies valued at more than $10 billion are gen ...
Morgan Stanley Reiterates a Buy Rating on ConocoPhillips (COP)
Yahoo Finance· 2025-11-26 19:49
ConocoPhillips (NYSE:COP) is one of the best large cap stocks to invest in for the long term. Morgan Stanley analyst Devin McDermott reiterated a Buy rating on ConocoPhillips (NYSE:COP) on November 20, setting a $117 price target. The rating update followed the company’s fiscal Q3 2025 earnings release on November 6, with reported earnings per share of $1.38 and adjusted earnings per share of $1.61. Why ConocoPhillips (COP) is One of the Most Resilient Safe Dividend Stocks in Oil & Gas ConocoPhillips (NY ...
ConocoPhillips or ExxonMobil: Which Oil Major Looks Stronger Today?
ZACKS· 2025-11-26 16:56
Core Insights - ExxonMobil Corporation (XOM) has outperformed ConocoPhillips (COP) over the past year, with a gain of 2.2% compared to COP's decline of 15.6% [2] ExxonMobil's Business Prospects - ExxonMobil has a strong presence in the Permian Basin and offshore Guyana, utilizing lightweight proppant technology to enhance well recoveries by up to 20% [6] - The company has made several oil and gas discoveries in Guyana, contributing to a solid production outlook and record production levels, which positively impact its financial performance [7] - Low breakeven costs in both the Permian and Guyana allow ExxonMobil to maintain operations even in low crude price environments [7][9] ConocoPhillips' Business Prospects - ConocoPhillips has a significant presence in the Lower 48, including the Permian, Eagle Ford, and Bakken, and has expanded its footprint through the acquisition of Marathon Oil [10] - The company also benefits from low breakeven costs, enabling it to navigate challenging market conditions [12] Comparative Analysis - ExxonMobil's integrated operations provide stability, with resilient refining operations supporting the business when oil prices decline [13] - ConocoPhillips, being primarily an upstream player, is more susceptible to oil and gas price volatility [14] - Investors are willing to pay a premium for ExxonMobil, reflected in its trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 7.44X, compared to ConocoPhillips' 4.75X [15]
UBS Cautious on ConocoPhillips (COP) Amid Increased Willow Project Cost Estimates, Maintains ‘Buy’ Rating
Yahoo Finance· 2025-11-26 13:07
Core Viewpoint - ConocoPhillips is currently considered one of the most undervalued stocks on the NYSE, with a price target adjustment by UBS from $122 to $117 while maintaining a Buy rating despite financial challenges related to the Willow project [1] Group 1: Financial Performance and Projections - UBS has lowered the price target for ConocoPhillips to $117 from $122, yet remains optimistic about the company's future performance [1] - The total spending plan for the Willow oil and natural gas project has increased to as much as $9 billion, up from an initial estimate of $7 to $7.5 billion, primarily due to inflationary costs of approximately $700 million [2] - ConocoPhillips anticipates starting oil production from the Willow project in early 2029, which is expected to yield around 600 million barrels of crude over a 30-year lifespan [3] Group 2: Strategic Importance - The Willow project is crucial for ConocoPhillips as it diversifies the company's portfolio amidst the maturation of shale basins in Texas [3] - The project aligns with the broader push for increased domestic oil production, highlighting its strategic significance for the company [3] Group 3: Company Overview - ConocoPhillips engages in the exploration, production, transportation, and marketing of crude oil, natural gas, and related products [4]
UBS Remains Bullish on ConocoPhillips (COP) Amid Cost Pressures and Softer 2026 Oil Volume Outlook
Yahoo Finance· 2025-11-24 15:16
ConocoPhillips (NYSE:COP) is one of the 12 best commodity stocks to buy right now. UBS Remains Bullish on ConocoPhillips (COP) Amid Cost Pressures and Softer 2026 Oil Volume Outlook On November 12, 2025, UBS reduced its price target on ConocoPhillips (NYSE:COP) from $122 to $117, reiterating a “Buy” rating. The investment firm cites cost pressures from the Willow project, which are evident from the $1-$1.5 billion capital expenditure increase for the project. These cost pressures, alongside softer 2026 o ...
What Every ConocoPhillips Investor Should Know Before Buying
Yahoo Finance· 2025-11-24 15:16
Core Viewpoint - ConocoPhillips is a leading independent oil and gas producer with a diverse portfolio and low-cost supplies, making it an attractive investment option for investors [1]. Group 1: Company Overview - ConocoPhillips is one of the largest oil and gas producers, with production nearing 2.4 million barrels of oil equivalent (BOE) per day [3]. - The company operates as an independent exploration and production (E&P) company, distinguishing itself from integrated energy companies like ExxonMobil and Chevron [3][4]. - In 2012, ConocoPhillips spun off its midstream and downstream operations into Phillips 66, becoming the largest independent E&P company and allowing a focus on production growth [5]. Group 2: Business Model and Strategy - The independent E&P model allows ConocoPhillips to explore and produce oil and gas for sale on the open market, unlike integrated companies that manage both upstream and downstream operations [4]. - This strategic focus enables ConocoPhillips to leverage rising oil and gas demand and pricing, although it also entails higher price risk compared to integrated peers [5]. - The company employs a broader operational approach, investing in liquefied natural gas and conventional production in various regions, including Alaska [7][8]. Group 3: Financial Outlook - ConocoPhillips has several long-cycle capital projects underway, which are expected to potentially double its free cash flow by 2029 [7].