财报季分析与展望 - 财报季接近尾声 分析师开始对个股前景进行评估 市场对下半年持谨慎乐观态度 但当前季度仍存在不确定性 [1] - 大型公司通常获得最多分析师覆盖 因其机构持股比例高 广泛存在于401(k)计划和ETF中 [3] - 分析师通常在财报公布后1天左右发布评级或目标价 可能引发股价显著波动 [4] 强生(JNJ)投资价值 - 公司股息收益率达3.39% 年化股息5.20美元 连续64年增加股息 近3年股息年化增长率5.43% 股息支付率57.84% [5] - 过去3年总回报率为-4.1% 主要受法律纠纷影响 但创新药部门在肿瘤学/免疫学/神经学领域有多个临床阶段药物 并引领精准医疗发展 [5][6] - 2025年股价上涨6.2% 突破下降趋势 支撑位约150美元 远期市盈率14.3倍 低于3/5年平均水平 分析师共识目标价170.88美元 隐含11%上涨空间 [7][8] 埃克森美孚(XOM)投资机会 - 股息收益率3.89% 年化股息3.96美元 连续42年增加股息 近3年股息年化增长率3.24% 股息支付率52.52% [9] - 2025年能源股表现落后 油价可能跌至50美元区间 但公司计划2027年前将盈亏平衡成本降至30美元中段 [9][10] - 分析师共识目标价125.50美元 隐含22%上涨空间 叠加3.26%股息收益率 [12] 家得宝(HD)市场前景 - 股息收益率2.49% 年化股息9.20美元 连续16年增加股息 近3年股息年化增长率10.89% 股息支付率62.42% [13] - 2025年股价下跌3.6% 但4月新屋销售达74.3万套(年化) 创多年新高 哈佛大学领先指标预测2026年Q1前装修支出将增长2.5% [14][15] - 股价4月形成底部后进入上升通道 分析师共识目标价426.77美元 隐含13.8%上涨空间 [16]

Key Takeaways Home Depot trades at 24.05X forward P/E, well above peers, despite tepid growth in large remodeling projects. Elevated mortgage rates curb demand for financed projects, posing near-term headwinds for HD. HD boosts digital sales and engagement with pros, driving growth despite broader market challenges.The Home Depot Inc. (HD) has been witnessing a downtrend in recent months, owing to soft engagement for big-ticket discretionary categories, such as kitchen and bath remodels, as higher interes ...

A nationwide coordinated crackdown on retail crime — what authorities are calling the first of its kind — led to hundreds of arrests in 28 states last week.The blitz, led by Illinois' Cook County regional organized crime task force, involved more than 100 jurisdictions and over 30 retailers including Home Depot, Macy's, Target, Ulta Beauty, Walgreens, Kroger and Meijer."When you give specific focus to a crime, it reverberates," Cook County Sheriff Tom Dart told CNBC. "When they see it is being prosecuted an ...

Dividend stocks can be a great antidote to market volatility. While these stocks can still experience dips with the broader market, the regular cash deposits made into your account can help you stay optimistic about your financial future.If you're thinking about adding reliable dividend payers to your portfolio right now, here are two industry-leading businesses that could potentially pay you for the rest of your life. 1. Coca-ColaCoca-Cola (KO 0.98%) is a staple brand for many households. While it doesn't ...

This is a great time to consider adding quality dividend stocks to your investment portfolio. Recent headwinds in the economy have weighed on sales of leading retail and consumer goods brands, and this has driven their stocks down and their yields higher.While the near term could be rocky, investors who buy the following dividend stocks today could build up a rewarding stream of passive income for years to come. Here's why three Fool.com contributors believe Target (TGT -0.92%), Starbucks (SBUX -0.02%), and ...

Tariffs pose a big uncertainty for many businesses and investors for the foreseeable future. How big they will be and how long they will be imposed are two of the biggest unknowns, and that can make it difficult to predict how the stock market will perform. And with every week, the situation appears to be evolving.There are, however, some businesses which may be better positioned to deal with tariff risks than others. While they aren't entirely immune to the effects of them, three stocks which can potential ...

ATLANTA, May 29, 2025 /PRNewswire/ -- The Home Depot®, the world's largest home improvement retailer, today announced that Angie Brown has been named executive vice president (EVP) and chief information officer (CIO). As CIO, Brown will be responsible for all aspects of the company's technology strategy, infrastructure, cybersecurity and software development for The Home Depot's 2,350 retail stores and more than 790 branches, its supply chain facilities, store support centers and online systems. Angie B ...

Best Buy became the latest company to warn about tariff impacts.Best Buy on Thursday lowered full-year forecasts for profits and sales for the retailer’s fiscal year 2026, citing likely impacts of tariffs on business, becoming the latest company to flag concerns and cut projections, citing uncertainty over U.S. tariffs.Best Buy reported first-quarter earnings for fiscal year 2026 and lowered full-year sales and earnings projections, as CFO Matt Bilunas said the cuts were made to “incorporate the impact of t ...

Over the very long term, the S&P 500 (^GSPC -0.56%) has produced an annualized return of about 10%, a figure that includes dividends. That's a respectable gain, but some companies have performed significantly better.Since this company's initial public offering in September 1981, it has generated a monster total return of 3,157,000% (as of May 22), crushing the broader benchmark. This means that had you invested $1,000 over four decades ago, you'd be sitting on an unbelievable balance of nearly $32 million t ...

Abercrombie & Fitch on Wednesday lowered its full-year forecast for profit in 2025 as the retailer said tariffs will likely reduce earnings by $50 million, becoming the latest company to flag concerns and cut projections, citing uncertainty over U.S. tariffs.Abercrombie & Fitch, despite surpassing first-quarter projections for earnings and revenue, according to FactSet, lowered its profit outlook for 2025 and cited a 30% tariff on imports from China and a 10% tariff on all other imports, with an expected $5 ...