Atmos Energy Corporation (NYSE:ATO) is one of the 20 Best Stocks to Buy and Hold for a Lifetime, delivering consistent revenue and dividend growth. Mizuho Maintains Neutral Rating on Atmos Energy Corporation (ATO), Raises PT to $170 Mizuho maintained a Neutral rating on Atmos Energy Corporation (NYSE:ATO) and increased its price target from $164 to $170 on September 26, 2025, in response to the company’s fiscal third-quarter 2025 earnings and the expected effects of Texas House Bill 4384 on future earnin ...

宏观经济背景 - 美国消费者信心指数在9月降至94.2，环比下降3.6点，低于市场预期的96 [4] - 反映消费者对当前商业和劳动力市场状况评估的现状指数下降7点至125.4 [4] - 对收入、商业状况和就业的短期预期指数下降1.3点至74.8，低于80的阈值表明经济陷入衰退的风险较高 [5] - 消费者对当前就业机会的评估已连续第九个月下降 [5] - 商品高价格持续对消费者支出构成压力，关税已推高商品价格，高通胀仍是担忧 [6] - 美联储上月降息25个基点以提振经济，并暗示今年可能再降息两次，每次25个基点 [6] 投资策略建议 - 在经济不确定性背景下，投资于公用事业领域的防御性避险股票是明智之举 [2] - 推荐投资低贝塔值（大于0但小于1）、高股息收益率且具有有利Zacks评级的股票 [3] 推荐公司分析：Atmos Energy Corporation (ATO) - 公司从事受监管的天然气分销和存储业务，在八个州的1,400多个社区为近330万客户提供服务 [7] - 运营超过73,000英里的输配电线路和5,700英里的州际管道 [7] - 当前年度预期盈利增长率为7.3%，过去60天内Zacks共识预期盈利上调0.8% [8] - 贝塔值为0.75，当前股息收益率为2.05% [8] 推荐公司分析：Consolidated Water Co. Ltd. (CWCO) - 公司从事海水淡化厂的开发和运营以及供水系统业务，专注于旅游物业比例高和人口增长地区的业务扩张 [10] - 当前年度预期盈利增长率为0.9%，过去60天内Zacks共识预期盈利上调24.4% [10] - 贝塔值为0.58，当前股息收益率为1.60% [10] 推荐公司分析：NorthWestern Energy Group, Inc. (NWE) - 公司是一家不断增长、财务稳健的投资者所有的能源公司，为蒙大拿州、南达科他州和内布拉斯加州的客户提供可靠且负担得起的能源 [11] - 当前年度预期盈利增长率为5.6%，过去60天内Zacks共识预期盈利上调0.6% [12] - 贝塔值为0.40，当前股息收益率为4.54% [12] 推荐公司分析：Northwest Natural Holding Company (NWN) - 公司建设并维护天然气配送系统，并通过其子公司投资天然气管道项目，主要服务于美国、加拿大和服务区域的住宅、商业和工业客户 [13] - 当前年度预期盈利增长率为25.3%，过去60天内Zacks共识预期盈利上调1.4% [14] - 贝塔值为0.59，当前股息收益率为4.37% [14]

Paris, France – September 29, 2025 – Eviden, the Atos Group product brand leading in advanced computing, cybersecurity products, mission-critical systems and vision AI today announces a strategic partnership with Vates, a pioneering company in open-source virtualization solutions, to provide a European reliable, efficient, and future-proof virtualization solution, ready to meet real-world infrastructure demands. In a context where sovereignty, transparency, and control are increasingly strategic, this partn ...

Atmos Energy (ATO) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a ch ...

公司增长前景 - 2025财年每股收益（EPS）共识预期为7.33美元，过去90天内上调了1.2% [2] - 2025财年收入共识预期为48.1亿美元，意味着同比增长15.6% [2] - 公司长期（三至五年）盈利增长率为7.32% [2] - 过去四个季度平均盈利超出预期1.7% [2] 财务健康状况 - 流动比率为1.37，优于行业平均水平的0.54，显示短期偿债能力充足 [3] - 总债务与资本比率为40.21%，优于行业平均水平的51.09% [4] - 2025财年第三季度末的利息保障倍数为8.6，表明公司有能力轻松履行利息支付义务 [4] 资本投资与战略 - 公司拥有稳健的资本支出计划，旨在提升天然气输配管道的安全性和可靠性 [5] - 2025财年计划资本支出为37亿美元，未来五年总投资计划为240亿美元 [6] - 计划投资预计将在同期带来6-8%的年均盈利增长 [6] 股东回报 - 当前季度股息为每股0.87美元，年度化股息为每股3.48美元，高于上年的3.22美元 [7] - 目标是在2026财年前实现股息每年增长6-8% [7] - 当前股息收益率为2.09%，优于Zacks S&P 500综合指数的1.11% [7] 市场表现 - 过去一年公司股价上涨20.8%，远超行业8.2%的增长率 [9]

Press Release Atos secures major European Commission cybersecurity contract for technical operations services Paris, France & Zaventem, Belgium – September 24, 2025 – Atos, a global AI-powered technology leader, today announces that it has been awarded a significant contract under Lot 1 (Technical Operations Services) of the European Commission's CLOUD II Dynamic Purchasing System (DPS 2) Mini-Competition 17 (MC17) for Cybersecurity. Valued at a maximum of €326M, this contract marks one of the most impo ...

With a market cap of $26.2 billion, Atmos Energy Corporation (ATO) is one of the largest fully regulated natural gas-only distributors in the United States. Headquartered in Dallas, Texas, the company serves over 3.3 million distribution customers across more than 1,400 communities in states such as Texas, Louisiana, Mississippi, Tennessee, and Virginia. Companies worth $10 billion or more are generally described as “large-cap stocks,” and ATO perfectly fits that description, with its market cap exceeding ...

行业概述 - 天然气分销公司通过地下管道网络向全美数百万消费者输送天然气 其清洁燃烧特性推动需求增长 为行业创造更多机会[1] - 美国拥有3,353万亿立方英尺天然气储量 管道网络总长260万英里 用于向客户分销天然气[2] - 行业主要挑战包括基础设施老化和利率上升导致的投资成本增加 以及来自其他清洁能源的竞争压力[2] 行业驱动因素 - 2025年国内干天然气产量将高于2024年水平 主要得益于二叠纪盆地地区产量增长[3] - 2025年美国液化天然气出口量预计同比增长25% 2026年预计进一步增长6.7%[3] - 美联储将基准利率从5.25-5.50%下调100个基点至4.25-4.50% 资本密集型公用事业公司将从降息中受益[4] 行业挑战 - 其他清洁能源技术成本下降 公用事业规模可再生能源项目建设成本大幅降低[5] - 电池存储项目直接解决可再生能源间歇性问题 确保24x7清洁能源稳定供应[5] - 可再生能源经济性提升和现场发电减少对长距离基础设施依赖 使新管道投资面临经济风险[5] 行业表现与估值 - 行业Zacks排名第190位 处于245个行业中后22%位置[6] - 自2024年9月31日以来 2025年盈利预期下调20.9%[7] - 过去一年行业股票上涨6.5% 超过公用事业板块5.4%的涨幅 但落后于标普500指数19.9%的涨幅[9] - 行业交易价格为11.28倍EV/EBITDA 低于标普500指数的18.35倍和公用事业板块的15.06倍[12] 重点公司分析 - Sempra能源计划在2025-2029年间投资560亿美元加强运营 当前股息收益率3.09% 长期盈利增长预期7.01%[18][19] - Atmos能源2024财年投资29.4亿美元 2025财年计划投资37亿美元 长期盈利增长预期7.32%[22][23] - 新泽西资源公司计划2025财年投资6.5-7.7亿美元 2026财年投资6.55-8.35亿美元 当前股息收益率3.82%[26][27] - ONE Gas公司计划到2029年投资40亿美元 服务超过230万客户 当前股息收益率3.53% 长期盈利增长预期5.56%[30][31]

股市前景判断 - 股市正处于一个转折点 [1] - 难以判断2026年的市场前景 [1]

Key Takeaways Atmos Energy projects 7.3% earnings growth with dividend yield of 2.09% and beta of 0.75.OGE Energy expects 4.1% growth, with 0.60 beta, 3.2% yield, and improving earnings outlook.Fortis targets 4.6% earnings growth, 3.61% yield, and a low beta of 0.48 for stability.Wall Street has managed to hold its nerves amid growing fears of a weakening economy. However, major indexes have been volatile over the past couple of weeks. On Friday, volatility returned to Wall Street after a weak jobs report r ...