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LEAD STORY

3 Stocks Raising Dividends

September’s dividend raises look modest — and reading them right is the lesson. Over the past few Tuesdays we’ve checked whether a dividend is covered (in the right currency), read the size of the raise as the board’s most honest forecast, weighed a payout ratio against the paycheck behind it, and listened for a pace change against the board’s own habit. Tonight, the tool that keeps all the others honest: a dividend competes for cash with everything else the company wants to do. A small raise tells you one of two things. Either the money isn’t there — that’s PepsiCo and Smucker from four weeks ago, trimming their raises while they patched leaks — or the money is there and it’s busy: paying down an acquisition, building rate base, satisfying a regulator. On a dividend screen, the two look identical. They are opposite investments. Tonight’s three raises are 3.8%, 5.3%, and 2.0% — from streaks of 15, 31, and 41 years. One dividend has to be blessed by the Federal Reserve before you see a…

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FEATURED ANALYSIS

Strong Buys With Something to Prove

Wall Street has a favorite trick: turn an opinion into a command. Strong Buy. Price target raised. Outperform. The label arrives before the hard questions do. We use ratings as a screen, not a substitute for judgment. This week, four names stand out in our structured analyst snapshot: Thermo Fisher Scientific, Targa Resources, Broadcom, and Scholar Rock. They are not the same kind of company, and that is exactly why the list is useful. We get laboratory picks-and-shovels, energy infrastructure,…

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MORE HEADLINES

Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own Guidance. Last Time That Happened, the Stock Fell 4%.

Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion Above Estimates. The Stock Fell 10%.

CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12 Billion in Three Months.

The Biggest Threat to Your Portfolio Isn't Iran

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