People keep drinking coffee, even in tough economic times, but they skip the mini donuts. Folgers-owner JM Smucker reported its net sales rose 7% in the most recent quarter, boosted by pricier coffee due to tariffs and harsh weather conditions. But Donettes- and Twinkies-maker Hostess, which Smucker acquired for $5.6 billion in 2023, is struggling. Comparable revenue in Smucker’s sweet baked goods sector fell 11%. The Uncrustables purveyor, which also expects profits to take a hit from a recent fire at ...

JM Smucker has appointed two new directors to the board of the US food-and-beverage group after a deal with activist investor Elliott Investment Management. Shares in the Uncrustables and Folgers owner jumped in early trading today (26 February) after its agreement with Elliott was announced. David Singer, a former CEO of snacks group Snyder’s-Lance, and NRG Energy CFO Woo-Sung Chung (who is also known as Bruce), will join the JM Smucker board. The announcement came alongside a set of third-quarter res ...

J.M. Smucker said on Thursday it had appointed Woo-Sung Chung and David Singer to its board, after reaching a "constructive engagement" with investor Elliott Investment Management. ...

The London Stock Exchange Group has announced plans to buy back £3 billion of its own shares, as it reported full year results less than a month after it emerged that Elliott Investment Management had taken a stake. The company also hiked its final dividend 15.7% to 103 pence a share and set new guidance for the next two years. LSEG CEO David Schwimmer Spoke to Caroline Hepker and Stephen Carroll on Bloomberg Radio. Bloomberg LP, the parent company of Bloomberg News, competes with LSEG to provide financial ...

Bloomberg The London Stock Exchange Group Plc has announced plans to buy back £3 billion ($4.1 billion) of its own shares, as it reported full-year results less than a month after it emerged that Elliott Investment Management had taken a stake. The group, which bought back £2.1 billion in 2025, has already purchased £415 million of its own shares in the year to date and plans to pay out the additional £3 billion by February next year, according to a statement Thursday. The company also hiked its final di ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Dive Brief: J.M. Smucker is appointing two independent directors to its board as part of an agreement with activist investor Elliott Investment Management.  The Uncrustables and Folgers coffee maker said Woo-Sung (Bruce) Chung, the CFO at NRG Energy, and former Snyder's-Lance CEO David Singer will join the board on April 15. Elliott said the deal comes following “const ...

菲利普证券日本研究主管Kazuhiro Sasaki认为，从公司治理角度看，这则消息是积极的。他指出金融机 构作为交叉持股方并非良好的治理实践，而丰田的计划恰逢日本今年预定修订《公司治理准则》，因此 很可能顺应这一有利趋势。 然而，日本企业界的整体改革步伐一直较为缓慢。丰田集团自身推动其一家关键子公司私有化的行动， 也使其改革努力受到关注。 该集团试图收购丰田工业公司的举动，遭到了激进投资者Elliott Investment Management的强烈批评，后 者正呼吁投资者联手阻止该项收购要约。 此次私有化行动由丰田汽车董事长丰田章男主导，要约收购期将于周一结束。本月初，丰田工业公司表 示，丰田集团方面距离获得启动挤出式收购所需的三分之二多数股权尚有约9%的差距。 智通财经APP获悉，据了解，丰田汽车(TM.US)正计划解禁其银行及其他金融机构持有的大约3万亿日 元(合190亿美元)的战略持股。此举将对日本的企业改革努力构成重大推动。若该计划得以实施，将标 志着丰田加速推进其解除交叉持股的行动。这一进程始于2024年，旨在响应日本政府推动大型企业理顺 其复杂的持股网络，以提高投资者回报并鼓励公平竞争的改革 ...

Core Insights - The article emphasizes the importance of dividend-focused investing, highlighting that dividends have historically contributed significantly to total returns in the stock market [4]. Company Analysis Altria - Altria Group Inc. is a major player in the tobacco industry, offering a 6.12% dividend yield and primarily selling cigarettes under the Marlboro brand [5]. - The company sold 35 million shares of Anheuser-Busch InBev, representing 18% of its holdings, and announced a $2.4 billion stock repurchase plan [6]. - Goldman Sachs has rated Altria as a Buy with a target price of $72 [6]. Clorox - Clorox Co. provides a reliable 4.04% dividend yield and is known for its consumer and professional cleaning products [7]. - The company operates through four segments, including Health and Wellness and Household products [8]. - Jefferies has rated Clorox as a Buy with a target price of $151 [9]. Kimberly-Clark - Kimberly-Clark Corp. has a 4.66% dividend yield and has raised its dividend for 53 consecutive years [10]. - The company announced an acquisition of Kenvue Inc. for $48.7 billion, expected to close in the second half of 2026 [14]. - Argus has rated Kimberly-Clark as a Buy with a target price of $120 [14]. PepsiCo - PepsiCo, Inc. reported solid third-quarter earnings with a 3.36% dividend yield and is trading at 18 times forward earnings [15]. - Activist investor Elliott Investment Management has taken a $4 billion stake in PepsiCo, aiming to unlock value through strategic changes [16]. - UBS has rated PepsiCo as a Buy with a target price of $190 [17]. Verizon - Verizon Communications Inc. offers a 5.62% dividend yield and trades at 9.13 times its estimated 2026 earnings [18]. - The company operates in two segments, providing a range of communication services to consumers and businesses [19][20]. - TD Cowen has rated Verizon as a Buy with a target price of $51 [20].

来源：芝麻AI 一、市场: ●2月19日收盘：美股收高科技股领涨 市场关注联储会议纪要 北京时间 2 月 19 日凌晨，美股周三收高，道指、纳指、标普 500 指数均上涨。英伟达、亚马逊、美光 科技等科技股表现亮眼，部分"不太为人熟知"的工业技术类股也有良好表现。投资者关注美联储 1 月会 议纪要，官员们对后续货币政策方向存在分歧，部分担忧通胀走高需上调借贷成本，部分对是否及何时 降息有不同看法。市场预计美联储在 6 月会议前维持当前政策利率，6 月及 9 月或降息。此外，因美国 称对伊朗动武仍有可能，油价跳涨，软件板块当日下跌。 [1] ●2月19日美股成交额前20：谷歌进军AI音乐创作领域 周三美股成交额前 20 中，英伟达成交 301.82 亿美元居首，收高 1.63%，其与 Meta 达成多年协议，被 指对英特尔不利。特斯拉收高 0.17%，因广告问题调整措辞免被吊销加州驾照。闪迪收高 1.66%，西部 数据将出售其部分股份。美光收高 5.3%，借英伟达工具加速分子发现。苹果虽仅成交 88.84 亿美元但 推出 AI 创建播放列表功能。谷歌 A 类股收高 0.43%，引入音乐类生成式 AI 功能。此外 ...

"LSEG与投资者保持积极、开放的沟通，同时专注于执行战略，"LSEG在声明中表示。 888、666、188……专属炒股靓号来了！新年定制福利，开启马年投资好运>> 888、666、188……专属炒股靓号来了！新年定制福利，开启马年投资好运>> 知情人士称，Elliott Investment Management正在施压伦敦证券交易所集团（LSEG）启动业务组合评 估，并推动其在未来12个月内实施规模达50亿英镑（68亿美元）的股票回购计划。 因谈及保密信息而不愿具名的知情人士称，Paul Singer旗下这家维权对冲基金呼吁LSEG评估其复杂的 架构，其架构涵盖数据业务、交易所运营，并持有在美国上市的Tradeweb Markets Inc． 51%股份。 上述报道发布后，LSEG的ADR在纽约一度大涨6.4%。 近期，LSEG股价承压，面临人工智能（AI）冲击风险的企业股价普跌。知情人士表示，Elliott希望 LSEG加强对投资者的教育，让投资者了解其如何受益于AI，其具有高粘性的数据业务实际上可能因AI 应用增加而获得更多需求，而市场业务基本不受影响。 知情人士称，Elliott还呼吁公司通过改善运 ...