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关税阴霾下如何抓住“稳稳的幸福”?华尔街分析师力荐三只美股派息股
贝塔投资智库· 2025-07-14 03:59
Core Viewpoint - Top analysts on Wall Street recommend three dividend stocks for investors seeking stable returns amid uncertainties from tariffs and macroeconomic challenges: ConocoPhillips (COP.US), U.S. Bancorp (USB.US), and HP Inc. (HPQ.US) [1] ConocoPhillips - ConocoPhillips plans to distribute $2.5 billion to shareholders in Q1 2025, including $1.5 billion in stock buybacks and $1 billion in cash dividends [2] - The quarterly dividend is $0.78 per share, with an annualized dividend of $3.12 and a dividend yield of 3.3% [2] - Analyst Scott Hanold from RBC Capital Markets maintains a "Buy" rating with a target price of $115, expecting ConocoPhillips to outperform other large exploration and production companies [2][3] - Hanold highlights ConocoPhillips' focus on shareholder returns, strong balance sheet, and industry-leading dividend levels, along with its ability to generate competitive free cash flow across commodity price cycles [3] - The company has a low breakeven point, capable of covering production maintenance and dividends even when WTI crude oil prices are below $40 per barrel [3] U.S. Bancorp - U.S. Bancorp offers a diversified range of financial services, with a quarterly dividend of $0.50 per share, annualized at $2, and a dividend yield of 4.2% [5] - Analyst Gerard Cassidy from RBC Capital Markets reiterates a "Buy" rating with a target price of $50, citing the bank's new leadership and operational leverage goals [5][6] - U.S. Bancorp has been one of the best-performing banks in the U.S., with a compound annual growth rate (CAGR) of shareholder returns over the past 20 years, largely due to its focus on tangible book value and dividends [5] - Cassidy notes that U.S. Bancorp has returned up to 80% of its earnings through stock buybacks and dividends annually [5] HP Inc. - HP announced a quarterly dividend of $0.2894 per share, marking the fourth dividend for fiscal year 2025, with an annualized dividend of $1.1576 and a yield of 4.5% [7] - Analyst Amit Daryanani from Evercore maintains a "Buy" rating with a target price of $29, emphasizing HP's successful business diversification and production strategies [7][8] - HP aims for 90% of its products targeted at the U.S. market to be produced outside of China, with production remaining in Asia and some planned in Mexico [8] - The company is focused on achieving $2 billion in annual savings through cost-saving initiatives, including internal AI tools to enhance productivity and efficiency [8]
关税阴霾下如何抓住“稳稳的幸福”?华尔街分析师力荐三只美股派息股
智通财经网· 2025-07-14 02:34
智通财经APP获悉,受特朗普关税以及宏观经济挑战的影响,市场对人工智能热潮的乐观情绪有所减 弱。在这种充满不确定性的背景下,华尔街顶级分析师为寻求稳定收益的投资者推荐了三只派息股票: 康菲石油(COP.US)、美国合众银行(USB.US)、惠普(HPQ.US)。 康菲石油 石油和天然气勘探和生产公司康菲石油在2025年第一季度向股东派发了25亿美元,其中包括15亿美元的 股票回购以及10亿美元的现金分红。康菲石油的季度股息为每股0.78 美元(年化股息为3.12 美元),股息 收益率为 3.3%。 加拿大皇家银行资本市场分析师Scott Hanold重申对康菲石油的"买入"评级,目标价为115美元。该分 析师预计,康菲石油的表现将优于其他大型勘探和生产公司。 Hanold表示:"康菲石油拥有注重回报的价值主张、强劲的资产负债表和行业领先的派息水平。" 该分析师认为,康菲石油具备在各种大宗商品价格周期中产生具有竞争力的自由现金流(FCF)的能力。 Hanold强调,该公司拥有全球性的多元化资产基础,这使其在经济和大宗商品价格周期中能够灵活投入 资金,从而实现行业领先的股东回报。 此外,康菲石油在二叠纪盆地的庞大 ...