沃尔夫研究公司(Wolfe Research)称,在波动市场中,投资者可以通过一组高股息股票找到避风港——它们能降低风险并提供稳定收益。
周一,股市迎来乐观开局,因有报道称美国总统唐纳德·特朗普可能软化其贸易政策立场。
但投资者仍对经济健康状况保持警惕。近几个月消费者信心走弱,尽管部分关税提议被推迟或缩减,但白宫的言论加剧了不确定性,导致2025年股市涨幅受限。
在此背景下,沃尔夫研究推荐了股息贵族股票,称其能在经济衰退前后表现优异。股息贵族是指连续25年提高股息的公司。
除了属于标普500股息贵族指数外,入选沃尔夫名单的公司还需满足:
过去12个月股息增速高于市场平均水平;
股息收益率位于股票的第二五分位(即中等偏高水平)。
以下为部分入选公司名单:
代码 | 公司 | 股息率 |
PG | 2.4% | |
ABT | 1.9% | |
WMT | 1.1% | |
GD | 2.2% | |
CAT | 1.7% | |
PPG | 2.4% |
数据来源:沃尔夫研究投资组合策略团队
重点公司分析:
沃尔玛(WMT):美国最大零售商,2025年股价下跌约4%,股息率为1.1%。尽管其第四季度财报预警未来利润增长放缓导致股价承压,但FactSet调查显示,91%的分析师维持“买入”评级,平均目标价隐含未来12个月27%的上涨空间。
宝洁(PG):2025年股价微跌1%,股息率2.4%。尽管市场担忧消费支出疲软,但美国银行分析师Bryan Spillane认为宝洁是“可靠”的回报创造者。FactSet调查中61%的分析师给予“买入”评级,平均目标价隐含近10%涨幅。
文章源自CNBC《These ‘dividend aristocrats’ are growing payouts and are good places to hide, says Wolfe Research》
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