股息新机会：寻找未来的分红明星

金十数据01-16

股息股票的表现近年来一直不尽如人意，但现在正是投资者寻找新机会的最佳时机。Wolfe Research的Chris Senyek建议，投资者可以关注那些首次开始支付股息的公司，或者是那些最近减少股息的公司。股息股票目前处于困境中。本应表现更好，但由于强劲的就业市场和较高的国债收益率，股息股票的表现受到抑制。寻求收入的投资者可以尝试一些经过验证的策略来生成收入，并避免不必要的风险。Wolfe ...

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Metal。这六只股票的平均收益率约为8%，过去12个月支付的股息远超其收益，且其债务与息税折旧摊销前利润（EBITDA）的比率大约为5倍，而2到3倍的比率才被视为相对安全。覆盖这些股票的分析师中不到30%给出买入评级，这些股票看起来风险较大。2024年已减少股息的两只公司，华尔街目前却看好的是3M和国际香料香精。3M在5月减少了股息，同时剥离了其医疗保健部门Solventum。国际香料香精则在2月减少了股息。约75%的分析师看好国际香料香精的股票，约53%的分析师看好3M的股票。随着股息减少，预计2025年净收入的35%到40%将用于股息支付。此外，还有潜在的新股息支付者。为了找到它们，Senyek寻找那些拥有强大自由现金流收益率、回购股票且负债不高的公司。他的名单中有超过70只股票，其中六只股票获得了强劲的分析师支持：斯凯奇、卡骆驰、再生元制药公司、Robinhood、美泰(MAT.O)和技术服务公司EPAM Systems。大约70%的分析师对这些股票给予买入评级。这六只股票在过去12个月回购了约13亿美元的股票，并产生了超过110亿美元的自由现金流。预计到2025年，盈利和自由现金流将继续增长，股息也可能随之而来。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 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