石油和天然气勘探和生产

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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
智通财经网· 2025-07-14 02:34
Group 1: Market Overview - The optimism surrounding the artificial intelligence boom has weakened due to the impact of Trump tariffs and macroeconomic challenges [1] - Top analysts on Wall Street recommend three dividend stocks for investors seeking stable returns [1] Group 2: ConocoPhillips (COP.US) - 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, citing the company's strong balance sheet and industry-leading dividend levels [2] - ConocoPhillips is expected to generate competitive free cash flow across various commodity price cycles due to its diversified global asset base [2] - The company has a low breakeven point, allowing it to maintain production and pay dividends even when WTI crude oil prices are below $40 per barrel [2] Group 3: U.S. Bancorp (USB.US) - U.S. Bancorp offers a diversified business model, with a quarterly dividend of $0.50 per share, an annualized dividend of $2, and a dividend yield of 4.2% [4] - Analyst Gerard Cassidy from RBC Capital Markets reiterates a "Buy" rating with a target price of $50, highlighting the bank's new leadership and operational leverage of 270 basis points in Q1 2025 [4][5] - U.S. Bancorp has been one of the best-performing banks in the U.S., with a compound annual growth rate (CAGR) in shareholder returns over the past 20 years [4] - The bank returns up to 80% of its earnings through stock buybacks and dividends annually [4] Group 4: HP Inc. (HPQ.US) - HP announced a quarterly dividend of $0.2894 per share, marking the fourth dividend distribution for fiscal year 2025, with an annualized dividend of $1.1576 and a yield of 4.5% [6] - Analyst Amit Daryanani from Evercore maintains a "Buy" rating with a target price of $29, emphasizing the company's successful diversification efforts [6][7] - 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 [7] - The company is implementing cost-saving measures to achieve an annual savings target of $2 billion, including the use of internal AI tools to enhance productivity [7]