Key Points American Express is a coiled spring for long-term growth thanks to its loyal customer base. Coke is slowly reducing its dependence on sugary soda. Both companies return boatloads of cash to shareholders like Berkshire Hathaway. 10 stocks we like better than American Express › American Express (NYSE: AXP) and Coca-Cola (NYSE: KO) are two foundational holdings in Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) public equity portfolio. Not only has Berkshire held these stocks for decades, ...

投资策略 - 采用增长与收益相结合的混合投资系统 其总回报可与标准普尔指数相媲美 [1] - 投资组合以经典股息增长型股票为基础 并加入商业发展公司、房地产投资信托基金和封闭式基金以提高投资收入效率 [1] - 专注于分析市场中具有长期增长潜力的优质股息股票及其他资产 [1]

文章核心观点 - 沃伦·巴菲特持有的三家金融板块派息股在第三季度业绩表现强劲，均超出分析师预期，被认为是兼具成长性和收益性的优质长期投资标的 [4][16] Ally Financial Inc (ALLY) - 第三季度调整后每股收益为1.15美元，显著超越1.00美元的分析师共识预期；营收达到21.7亿美元，高于21.2亿美元的预期 [6] - 调整后每股收益较去年同期的0.43美元增长超过一倍 [6] - 为投资者提供3.02%的股息收益 [6] - 业务板块包括汽车金融业务、保险业务以及为美国中型市场公司提供贷款的企业金融业务 [6][7] - 花旗集团给予该股"买入"评级，目标价高达70美元 [8] American Express Company (AXP) - 第三季度每股收益为4.14美元，超出3.99美元的预期，同比增长19%；营收增长11%至184.3亿美元，高于180.5亿美元的预期 [9][10] - 净利润达29亿美元，较去年同期增长16% [10] - 该股在2025年表现强劲，并提供0.92%的股息收益 [9] - 业务板块包括美国消费者服务、商业服务、国际卡服务及全球商户和网络服务 [12][13][19] - 伯克希尔哈撒韦公司持有151,610,700股，占美国流通股的21.6%，占其投资组合的15.5% [13] - Keefe, Bruyette & Woods给予"跑赢大盘"评级，目标价为394美元 [14] Bank of America Corporation (BAC) - 第三季度每股收益为1.06美元，对比0.95美元的预期；营收为282.4亿美元，超出275亿美元的预期 [16] - 利润同比飙升23%至85亿美元，营收同比增长11%，每股收益跃升31% [16] - 为长期持有的优质金融巨头，提供2.03%的股息收益 [16] - 业务板块包括消费者银行、全球财富与投资管理、全球银行和全球市场 [17][18][20] - 摩根士丹利给予"增持"评级，目标价为67美元 [18]

With renewed market volatility following the latest tariff drama, investors may be looking for a way to hedge their portfolio. Income funds can be an efficient way to reduce exposure to the market uncertainty, since a portfolioFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer po ...

股息股票吸引力 - 股息股票能提供每季度的额外收入 [1] - 高股息收益率的股票尤其具有吸引力 [1]

Accenture plc (NYSE:ACN) is included among the 10 Best Beaten Down Dividend Stocks to Buy Right Now. Stifel Reaffirms Buy Rating on Accenture (ACN) Despite AI and Economic Challenges Photo by Dan Dennis on Unsplash Accenture plc (NYSE:ACN) is among the best beaten-down dividend stocks with a share price drop of nearly 33% since the start of 2025. On October 16, Stifel reaffirmed its‍ Buy rating‌ on Accenture plc (NYSE:ACN) and set a pri⁠ce tar‌get of $315‍.00,​ n⁠oti‌ng that​ the com‍pany continues‍ to ...

Bath & Body Works, Inc. (NYSE:BBWI) is included among the 10 Best Beaten Down Dividend Stocks to Buy Right Now. Jefferies Cautious on Bath & Body Works (BBWI) as Promotions Weigh on Margins Image by Alexsander-777 from Pixabay Bath & Body Works, Inc. (NYSE:BBWI) is one of the most beaten-down dividend stocks to invest in. The stock has fallen by over 31% since the start of 2025. On October 13, Jef‍feries lowered its⁠ price ta‌rge⁠t for BBWI from $3‌2.00⁠ to $‍28.50,‌ while keeping a Hold r‍ating on the ...

Target Corporation (NYSE:TGT) is included among the 15 Dividend Stocks that Have Raised Payouts for 20+ Years. BTIG Starts Coverage on Target (TGT) with Neutral Rating Amid Fierce Retail Competition Photo by Viacheslav Bublyk on Unsplash O‍n October 14, BTIG b⁠e‌gan cover‍age on‌ Target Corporation (NYSE:TGT) with a Neutral rating, poin‌ti​ng to intense c‍omp‍etition from ot⁠her major retailers. Th‌e fi‌rm set its earnings per share estima‌tes at $7‌.40 for fiscal 2025 and $​7.85 for fiscal 2026 for the ...

文章核心观点 - 分析师Nelson致力于帮助投资者筛选优质股息股票以增加被动收入并实现更富裕的退休生活 [1] - 该分析师自2022年起已脱离企业界并完全依靠股息收入生活 [1] 分析师持仓披露 - 分析师通过股票、期权或其他衍生品对KOF公司股票持有实质性的多头头寸 [2] - 文章内容代表分析师个人观点且未因撰写此文获得除Seeking Alpha平台外的任何报酬 [2] - 分析师与文章中提及的任何公司均无业务关系 [2]

投资评级与目标价 - Cantor Fitzgerald重申对艾伯维的“增持”评级，目标股价为250美元 [2][3] - 研究机构调整了盈利模型以计入一项计划中的IPR&D费用的税务影响 [3] 盈利预测调整 - 将2025年第三季度每股收益（EPS）预期从2.06美元下调至1.82美元，以反映该费用每股1.50美元的税后影响 [3] - 此次调整后的EPS预期与公司给出的1.74美元至1.78美元的指引范围相比较 [3] - 将当季预期税率从约16%上调至约25%，因早期预测错误地假设该费用可部分抵税 [4] - 艾伯维概述的26.8亿美元IPR&D费用不可抵税，这使得公司第三季度税率与之前几个季度大致持平 [4] - 除与税务相关的修订外，研究机构对其所有其他运营假设和预测保持不变 [5] 股息表现 - 艾伯维被公认为医疗保健板块中最佳的股息股之一 [2] - 公司已实现连续53年股息增长 [5] - 截至10月14日，公司季度股息为每股1.64美元，股息收益率为2.86% [5] 行业地位 - 艾伯维是一家全球性制药公司 [2] - 公司被列入当前值得买入的11只防御性医疗保健股息股名单中 [1]