Caterpillar Inc. (NYSE:CAT) is included among the 13 Best Long-Term Dividend Stocks to Invest in Right Now. Wells Fargo Turns More Bullish on Caterpillar (CAT) Amid Improving Industrial and Data Center Trends On February 25, Wells Fargo raised its price recommendation on Caterpillar Inc. (NYSE:CAT) to $870 from $756. It reiterated an Overweight rating on the shares. The firm increased its private non-residential construction forecasts by about 3% for 2026 and 2027. Its analysis points to improving condit ...

In this article, we will take a look at the 13 Best Long-Term Dividend Stocks to Invest in Right Now.According to a recent report by WisdomTree, dividend growth is not a one-size-fits-all concept. Differences in sector exposure, profitability, and earnings growth expectations play a major role in shaping long-term results. In stable markets, these differences may seem less noticeable. During periods of volatility, their impact becomes much more visible.Investors who worry about valuation risk often focus on ...

Caterpillar Inc. (NYSE:CAT) is included among the 16 Best Dividend Stocks with Rising Payouts. Caterpillar (CAT) Price Target Raised by BofA as Turbine Demand Broadens On February 10, BofA raised its price recommendation on Caterpillar Inc. (NYSE:CAT) to $825 from $735. It reiterated a Buy rating on the stock. The firm said its recent checks show turbine demand is expanding beyond data centers, which should help ease concerns about overcapacity. The analyst also pointed to the “eyepopping growth” in Cate ...

Group 1 - Caterpillar Inc. CFO Andrew Bonfield will participate in a fireside chat at the Barclays Industrial Select Conference on February 18, 2026, at 10:25 a.m. EST [1] - A real-time video webcast of the event will be available to the public, and a transcript, audio, and video will be posted on Caterpillar's investor relations website afterward [1] - Caterpillar reported sales and revenues of $67.6 billion for the year 2025, highlighting its position as a leading manufacturer in construction and mining equipment, as well as other industrial products [1] Group 2 - The company has a strong global dealer network and financing services through Cat Financial, which supports its primary business segments: Power & Energy, Construction Industries, and Resource Industries [1] - Caterpillar aims to solve customers' challenges through commercial excellence and advanced technology, backed by a dedicated global team [1]

Core Insights - Caterpillar Inc. (NYSE:CAT) is recognized as one of the best stocks to buy according to the Ken Fisher Stock Portfolio [1] - The company reported fourth-quarter results that surpassed Wall Street expectations, driven by strong demand for power generation equipment in AI data centers, leading to a 25% profit increase in its power and energy segment compared to the previous year [2] - Jefferies has reaffirmed its buy recommendation for Caterpillar and raised its price target from $700 to $750, indicating a cautious outlook for fourth-quarter earnings but noting steady volume and margin improvements across segments [3] Company Overview - Caterpillar Inc. specializes in producing industrial gas turbines, diesel-electric locomotives, off-highway diesel and natural gas engines, as well as mining and construction equipment [4]

Core Insights - Caterpillar reported record fourth-quarter sales of $19.1 billion, an 18% increase year-over-year, driven by higher-than-expected volume in Power and Energy [1][4] - The company's backlog reached a record $51 billion, up $21 billion or 71% from the previous year, attributed to robust ordering across all primary segments [2][6] - Full-year sales and revenues for 2025 were $67.6 billion, the highest in company history, with an adjusted operating profit margin of 17.2% and adjusted profit per share of $19.06 [3][6] Financial Performance - Fourth-quarter sales in Power and Energy surged 23% to $9.4 billion, with segment profit increasing by 25% [4][20] - Construction Industries saw a 15% rise in sales to $6.9 billion, but segment profit decreased by 12% to $1.0 billion due to tariff impacts [9][20] - Resource Industries reported a 13% increase in sales to $3.4 billion, while segment profit fell 24% to $360 million, impacted by tariffs [20] Tariff Impact - The company faced $1.7 billion in net tariff headwinds in 2025, with expectations of $2.6 billion in incremental tariff costs for 2026 [5][13] - Tariffs significantly affected margins, with the construction segment's margin declining by 470 basis points due to tariff-driven manufacturing costs [8][9] - Management anticipates that excluding tariffs, adjusted operating margins could be in the top half of the target range, but will remain near the bottom including tariff impacts [15] Future Outlook - For 2026, Caterpillar expects sales growth to align with its long-term target of 5%-7%, supported by a strong backlog and healthy end markets [12] - The company plans capital expenditures of around $3.5 billion, primarily for capacity expansion, and anticipates slightly lower free cash flow compared to 2025 [16] - A significant new order for 2 GW of generator sets for a data center is expected to contribute to future growth, with deliveries starting in late 2026 [18][19]

Core Insights - Caterpillar Inc. reported strong financial results for the fourth quarter and full year, with earnings per share of $5.16, surpassing estimates of $4.67, and full-year revenues reaching a record $67.6 billion [1][2][6] Financial Performance - The company achieved fourth-quarter sales of $19.13 billion, an 18% increase from $16.2 billion in the same quarter of 2024 [2] - For the entire year, the profit per share was $18.81, with an adjusted profit per share of $19.06 [3] Market Demand - Increased sales were driven by strong demand for power and energy solutions, particularly for data centers [2][3][6] Financial Metrics - Caterpillar's price-to-earnings (P/E) ratio is approximately 32.54, and the price-to-sales ratio stands at about 4.66 [4] - The enterprise value to sales ratio is around 5.19, indicating the company's total valuation relative to its sales [4] Cash Flow and Capital Management - The company ended 2025 with an enterprise operating cash flow of $11.7 billion and $10 billion in enterprise cash [5] - Caterpillar deployed $7.9 billion for share repurchases and dividends throughout the year [5] Financial Health - The debt-to-equity ratio is approximately 2.01, indicating financial leverage, while the current ratio is around 1.38, suggesting the ability to cover short-term liabilities with short-term assets [5]

Core Insights - Caterpillar Inc. announced the retirement of Tony Fassino, group president of Construction Industries, effective May 31, 2026, after 30 years with the company [1][2] - Rod Shurman has been appointed as the new group president of Construction Industries, effective February 1, 2026 [1][2] Leadership Transition - Tony Fassino's contributions over his 30-year career have significantly impacted Caterpillar, including product design, market strategies, and operational excellence [3] - Fassino held various positions, including senior vice president of Building Construction Products in 2018 and group president of Construction Industries in 2021 [3] - Rod Shurman, currently senior vice president of Caterpillar's BCP division, will oversee the Construction Industries segment, which includes multiple divisions such as Earthmoving and Excavation [5][6] Future Outlook - Shurman's extensive experience in engineering and operations positions him well to lead Construction Industries into its next phase [6] - Caterpillar's 2024 sales and revenues reached $64.8 billion, solidifying its status as a leading manufacturer in construction and mining equipment [7]

Leadership Transition - D. James Umpleby III will retire as Executive Chairman and Board member effective April 1, 2026, after 45 years with the company, including eight years as CEO [1] - Joseph E. Creed, currently CEO, will assume the role of Chairman of the Board of Directors [1][2] - Debra L. Reed-Klages will continue as lead independent director, expressing gratitude for Umpleby's service [2] Executive Background - Joseph E. Creed joined Caterpillar in 1997 and has held various positions, including Chief Operating Officer and Group President of Energy & Transportation, before becoming CEO on May 1, 2025 [3] - Umpleby led the company as CEO starting in 2017, focusing on long-term profitable growth and delivering significant shareholder value [4] Company Overview - Caterpillar Inc. reported sales and revenues of $64.8 billion in 2024, positioning itself as the world's leading manufacturer of construction and mining equipment, engines, and turbines [5] - The company operates through three primary segments: Construction Industries, Resource Industries, and Power & Energy, along with a Financial Products segment [5]

Core Insights - Caterpillar Inc. is a leading global industrial firm with a market cap of approximately $268.1 billion, specializing in construction and mining equipment, engines, and related services [1] Financial Performance - Analysts expect Caterpillar to report a profit of $4.52 per share for fiscal Q4 2025, which represents a 12.1% decrease from $5.14 per share in the same quarter last year [2] - For fiscal 2025, the expected EPS is $18.49, down 15.6% from $21.90 in fiscal 2024, but a rebound is anticipated in FY2026 with an expected increase of 18.9% to $21.99 [3] Stock Performance - Caterpillar's stock has increased by 57.8% over the past 52 weeks, outperforming the Industrial Select Sector SPDR Fund's 17.6% and the S&P 500 Index's 16.4% during the same period [4] Dividend Policy - The company's board approved a quarterly dividend of $1.51 per share, reinforcing its long-standing commitment to shareholder returns, with a history of cash dividends since its formation and annual increases for 32 consecutive years [5] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating for Caterpillar, with 13 out of 23 analysts recommending "Strong Buy," 9 suggesting "Hold," and 1 advising "Moderate Sell." The mean price target of $604.24 indicates a potential upside of 5.5% from current market prices [6]