Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Zoetis Inc (Symbol: ZTS) will trade ex-dividend, for its quarterly dividend of $0.53, payable on 6/2/26. As a percentage of ZTS's recent stock price of $120.63, this dividend works out to approximately
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Zoetis Inc (Symbol: ZTS) will trade ex-dividend, for its quarterly dividend of $0.53, payable on 6/2/26. As a percentage of ZTS's recent stock price of $120.63, this dividend works out to approximately
Looking at the universe of stocks we cover at Dividend Channel, on 4/17/26, First United Corporation (Symbol: FUNC) will trade ex-dividend, for its quarterly dividend of $0.26, payable on 5/1/26. As a percentage of FUNC's recent stock price of $37.82, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/17/26, First United Corporation (Symbol: FUNC) will trade ex-dividend, for its quarterly dividend of $0.26, payable on 5/1/26. As a percentage of FUNC's recent stock price of $37.82, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Caterpillar Inc. (Symbol: CAT) will trade ex-dividend, for its quarterly dividend of $1.51, payable on 5/19/26. As a percentage of CAT's recent stock price of $768.68, this dividend works out to approxi
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Caterpillar Inc. (Symbol: CAT) will trade ex-dividend, for its quarterly dividend of $1.51, payable on 5/19/26. As a percentage of CAT's recent stock price of $768.68, this dividend works out to approxi
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Immersion Corp (Symbol: IMMR) will trade ex-dividend, for its quarterly dividend of $0.075, payable on 5/1/26. As a percentage of IMMR's recent stock price of $6.09, this dividend works out to approxima
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Immersion Corp (Symbol: IMMR) will trade ex-dividend, for its quarterly dividend of $0.075, payable on 5/1/26. As a percentage of IMMR's recent stock price of $6.09, this dividend works out to approxima
JHVEPhoto/iStock Editorial via Getty Images Analyst reaction to reports that Johnson Controls International ( JCI ) may divest parts of its security business has been notably measured, with Barclays suggesting the development largely aligns with expectations already embedded in investor thinking. In a research note following a Bloomberg report that the company is exploring the sale of its Access C...
JHVEPhoto/iStock Editorial via Getty Images Analyst reaction to reports that Johnson Controls International ( JCI ) may divest parts of its security business has been notably measured, with Barclays suggesting the development largely aligns with expectations already embedded in investor thinking. In a research note following a Bloomberg report that the company is exploring the sale of its Access Control and Intrusion Detection units, potentially worth up to $4.5 billion, Barclays analysts led by Julian Mitchell framed the news less as a catalyst and more as a confirmation of a long-anticipated strategic shift. “We had discussed the likely sale of some of JCI’s Security assets… and this press report is very consistent with that note,” according to Barclays. Muted surprise, mixed implications Rather than focusing on the headline valuation or deal mechanics, analysts zeroed in on what the move would mean for Johnson Controls’ ( JCI ) portfolio and earnings profile. Barclays suggested the market could view the potential divestiture modestly positively, primarily due to portfolio simplification and a higher concentration in HVAC and data center exposure, areas seen as more attractive growth drivers. However, that optimism is tempered by uncertainty around the exact scope of assets being sold and the earnings dilution that could follow. The firm estimates that, absent any reinvestment of proceeds, a sale could result in roughly 5% dilution to adjusted earnings per share, driven in part by tax leakage that could consume about 20% of gross proceeds. Execution matters The more critical question for analysts is not whether Johnson Controls ( JCI ) sells these assets, but how it deploys the proceeds. Barclays highlighted that if the company uses proceeds for share buybacks while increasing leverage to around 2.0x net debt-to-ebitda, the EPS impact could effectively be neutralized. This framing underscores a broader analyst stance: the transaction itself is less important than ...
Looking at the universe of stocks we cover at Dividend Channel, on 4/17/26, Clough Global Allocation Fund (Symbol: GLV) will trade ex-dividend, for its monthly dividend of $0.0566, payable on 4/30/26. As a percentage of GLV's recent stock price of $6.17, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/17/26, Clough Global Allocation Fund (Symbol: GLV) will trade ex-dividend, for its monthly dividend of $0.0566, payable on 4/30/26. As a percentage of GLV's recent stock price of $6.17, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Carlyle Credit Income Fund (Symbol: CCIF) will trade ex-dividend, for its monthly dividend of $0.06, payable on 4/30/26. As a percentage of CCIF's recent stock price of $3.44, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, Carlyle Credit Income Fund (Symbol: CCIF) will trade ex-dividend, for its monthly dividend of $0.06, payable on 4/30/26. As a percentage of CCIF's recent stock price of $3.44, this dividend works out to
RiverNorthPhotography/iStock Unreleased via Getty Images Shares of Bank of New York Mellon ( BK ) have been an extraordinary performer over the past year, gaining 70%. BK’s low-risk business model has performed very well, saddling it with little of the private credit exposure that has weighed on some financials. At the same time, it has very effectively managed costs, and it is also benefiting fro...
RiverNorthPhotography/iStock Unreleased via Getty Images Shares of Bank of New York Mellon ( BK ) have been an extraordinary performer over the past year, gaining 70%. BK’s low-risk business model has performed very well, saddling it with little of the private credit exposure that has weighed on some financials. At the same time, it has very effectively managed costs, and it is also benefiting from fewer expected Fed rate cuts. I have been too cautious in my coverage of BNY, as valuation has kept me at a “ H old” while strong results have powered continued outperformance, meriting a “ B uy.” I last covered shares in January , and the stock is up 7% since then. With updated financials, now is a good time to revisit BK. Seeking Alpha Cost discipline has been excellent In the company’s first quarter , BNY Mellon earned $2.24, which beat expectations by $0.31 as revenue surged 13%. The company has done a fantastic job in controlling costs and creating significant operating leverage. As a result, margins increased by 600bps to 37%. Compared to the other custody banks, State Street ( STT ) and Northern Trust ( NTRS ), I view BNY Mellon as the clear leader in terms of operational execution and cost management. As you can see below, the company is generating about 20% more revenue per employee than just four years ago, and most of this has flowed to the bottom line, with pre-tax income per employee up 44%. These benefits are largely before any benefits from AI, and the process-oriented nature of custody banking creates ample automation opportunity. It highlighted that 40% of code is now written by AI, enabling a 10% increase in software releases during Q1. 25% of new onboarding processes are enabled by AI, and BK has cut processing times by 20%. While I still believe most of the margin expansion has already occurred, these innovations can help propel some further momentum. BNY Mellon A key metric I have tracked to measure operating efficiency is its profitability excluding ...
Luis Alvarez Intel ( INTC ) and Palantir Technologies ( PLTR ) have received rating upgrades as analysts highlight their growing relevance in the artificial intelligence and semiconductor sectors. JR Research noted that Intel’s recovery has effectively dismantled previous bearish arguments, while Julia Ostian emphasized Palantir’s unique ecosystem and its insulation from standard software-as-a-ser...
Luis Alvarez Intel ( INTC ) and Palantir Technologies ( PLTR ) have received rating upgrades as analysts highlight their growing relevance in the artificial intelligence and semiconductor sectors. JR Research noted that Intel’s recovery has effectively dismantled previous bearish arguments, while Julia Ostian emphasized Palantir’s unique ecosystem and its insulation from standard software-as-a-service disruptions. Conversely, analysts have moved to a more cautious stance on Dutch Bros ( BROS ) and Power Solutions International ( PSIX ), issuing downgrades following significant stock rallies. Upgrades Palantir Technologies ( NASDAQ: PLTR ): Upgrade to Buy by Julia Ostian . The analyst points to Palantir’s robust AI monetization and deeply integrated business model as reasons for optimism despite recent price volatility. “Interestingly, what happens with Palantir right now fits the latest software focus of mine perfectly, as if we were to compare the stock to the overall market, we would see that neither the war, nor the oil prices, nor even the fear index is impacting it the most.” Intel ( NASDAQ: INTC ): Upgrade to Hold by JR Research . The analyst acknowledges that Intel has successfully staged a recovery, driven by its renewed relevance in CPU technology and strategic moves within its foundry business. “INTC's price action has never looked better over the past few months. When compared to its semiconductor peers ( SMH ), I believe you could see the robust uptrending print that defines the optimism poured out into the stock...It's getting clear that the market is now convinced that there is a fundamental shift in Intel's recovery.” Downgrades Power Solutions International ( PSIX ): Downgrade Buy to Hold by The Alpha Analyst . While the stock has seen tactical gains of approximately 30%, concerns regarding margin compression and slowing revenue growth have led to a more defensive outlook. “PSIX's lack of technical strength and a change in market conditions lead me t...
Luis Alvarez Intel ( INTC ) and Palantir Technologies ( PLTR ) have received rating upgrades as analysts highlight their growing relevance in the artificial intelligence and semiconductor sectors. JR Research noted that Intel’s recovery has effectively dismantled previous bearish arguments, while Julia Ostian emphasized Palantir’s unique ecosystem and its insulation from standard software-as-a-ser...
Luis Alvarez Intel ( INTC ) and Palantir Technologies ( PLTR ) have received rating upgrades as analysts highlight their growing relevance in the artificial intelligence and semiconductor sectors. JR Research noted that Intel’s recovery has effectively dismantled previous bearish arguments, while Julia Ostian emphasized Palantir’s unique ecosystem and its insulation from standard software-as-a-service disruptions. Conversely, analysts have moved to a more cautious stance on Dutch Bros ( BROS ) and Power Solutions International ( PSIX ), issuing downgrades following significant stock rallies. Upgrades Palantir Technologies ( NASDAQ: PLTR ): Upgrade to Buy by Julia Ostian . The analyst points to Palantir’s robust AI monetization and deeply integrated business model as reasons for optimism despite recent price volatility. “Interestingly, what happens with Palantir right now fits the latest software focus of mine perfectly, as if we were to compare the stock to the overall market, we would see that neither the war, nor the oil prices, nor even the fear index is impacting it the most.” Intel ( NASDAQ: INTC ): Upgrade to Hold by JR Research . The analyst acknowledges that Intel has successfully staged a recovery, driven by its renewed relevance in CPU technology and strategic moves within its foundry business. “INTC's price action has never looked better over the past few months. When compared to its semiconductor peers ( SMH ), I believe you could see the robust uptrending print that defines the optimism poured out into the stock...It's getting clear that the market is now convinced that there is a fundamental shift in Intel's recovery.” Downgrades Power Solutions International ( PSIX ): Downgrade Buy to Hold by The Alpha Analyst . While the stock has seen tactical gains of approximately 30%, concerns regarding margin compression and slowing revenue growth have led to a more defensive outlook. “PSIX's lack of technical strength and a change in market conditions lead me t...
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, CBRE Clarion Global Real Estate Income Fund (Symbol: IGR) will trade ex-dividend, for its monthly dividend of $0.06, payable on 4/30/26. As a percentage of IGR's recent stock price of $4.81, this divide
Looking at the universe of stocks we cover at Dividend Channel, on 4/20/26, CBRE Clarion Global Real Estate Income Fund (Symbol: IGR) will trade ex-dividend, for its monthly dividend of $0.06, payable on 4/30/26. As a percentage of IGR's recent stock price of $4.81, this divide
FabrikaCr Bank of America Securities said Thursday the S&P 500 ( SP500 ) ( SPY ) ( VOO ) remains stretched on the majority of valuation measures it tracks, though the firm cautioned that direct comparisons with past market cycles may be less meaningful than they appear. According to a note to clients, the index screens expensive on 17 of 20 valuation metrics and trades rich versus tech-bubble-era ...
FabrikaCr Bank of America Securities said Thursday the S&P 500 ( SP500 ) ( SPY ) ( VOO ) remains stretched on the majority of valuation measures it tracks, though the firm cautioned that direct comparisons with past market cycles may be less meaningful than they appear. According to a note to clients, the index screens expensive on 17 of 20 valuation metrics and trades rich versus tech-bubble-era averages on six of them. The most elevated readings include Shiller P/E at 38.5 compared with a long-run average of 17.6, price-to-book at 5.15 versus 2.78, and market cap to GDP at 1.78 versus 0.70. However, BofA warned that the benchmark’s evolving sector composition, business models and profitability profile make apples-to-apples comparisons with earlier eras problematic. Some metrics—including trailing PEG and forward PEG—are not signaling the same degree of excess. Bank of America Securities More on the Markets Greenback Recovers Despite New Threats On The Fed And Stronger U.K. And Chinese GDP The Blockade: Stealth De-Escalation Is Working The Outlook For S&P 500 Dividends In April 2026 U.S. stocks retreat from all-time highs as investors await U.S.-Iran peace deal U.S. naval blockade of Iran turns away 13 ships, ramps up pressure on Tehran - reports
On April 15, 2026, WESPAC Advisors SoCal, LLC disclosed a new position in JPMorgan International Value ETF (NASDAQ:JIVE) , acquiring 66,248 shares in an estimated $5.71 million trade based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated April 15, 2026, WESPAC Advisors SoCal, LLC reported acquiring 66,248 shares of JPMorgan International Value E...
On April 15, 2026, WESPAC Advisors SoCal, LLC disclosed a new position in JPMorgan International Value ETF (NASDAQ:JIVE) , acquiring 66,248 shares in an estimated $5.71 million trade based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated April 15, 2026, WESPAC Advisors SoCal, LLC reported acquiring 66,248 shares of JPMorgan International Value ETF (NASDAQ:JIVE) , establishing a new position. The estimated value of the trade was $5.71 million, calculated using the mean closing share price for the first quarter. The position’s quarter-end value stood at $5.67 million, reflecting both the share acquisition and market price movement during the period. Continue reading
Robert Way/iStock Editorial via Getty Images I'm still a bull on ANTA Sports Products Limited ( ANPDY ) ( ANPDF ) (2020.HK). My opinion of its 1Q26 showing and purchase of a minority interest in PUMA SE ( PMMAF )(PUMG.DE) is favorable. The firm's better-than-peers 4Q2024 top-line and its different fund utilization options were outlined in my previous January 16, 2025 update . Faster Growth Pace Wa...
Robert Way/iStock Editorial via Getty Images I'm still a bull on ANTA Sports Products Limited ( ANPDY ) ( ANPDF ) (2020.HK). My opinion of its 1Q26 showing and purchase of a minority interest in PUMA SE ( PMMAF )(PUMG.DE) is favorable. The firm's better-than-peers 4Q2024 top-line and its different fund utilization options were outlined in my previous January 16, 2025 update . Faster Growth Pace Was A Positive Surprise ANPDY's latest operating statistics were released on Monday, April 13. Management also hosted a briefing (S&P Capital IQ transcript) the same day to share more details. The YoY revenue expansion for ANTA-branded sportswear improved from 4Q2025's +1-3% to 1Q2026's +7-9%. The same metric for "FILA" was above 10% for Jan-Mar '26, as opposed to a mid-singles in the preceding three months. The group disclosed ranges rather than exact figures. My piece focuses on the above-mentioned labels which contributed nearly four-fifths of companywide turnover last year. I believe that ANPDY's moves to boost the core "ANTA" banner's physical footprint and consumer mindshare have paid off. The enterprise's investor slides highlighted the "upgrading of 300 (ANTA-branded) stores" to the highly-productive "Lighthouse" format in FY25. At the 1Q26 call, it indicated that these revamped retail touchpoints witnessed on average a "25% uplift in traffic and conversion during the 1st month post-renovation." Looking ahead, the plan is to convert another two hundred points-of-sale in a similar fashion. The namesake brand also became the sporting equipment supplier for ten national teams that were part of Feb 2026's Winter Olympics. It's also the sponsor for high-profile competitions such as "Hong Kong Ultra 100 Marathon" which took place in the first month of the year. I can understand why ANPDY's topline performance has gotten better after implementing these self-help measures. Separately, the driver of FILA's acceleration was value-enhancing assortment adjustments. I'm impressed ...
Decentralized finance platform Drift Protocol, the victim of an exploit earlier this month where hackers stole approximately $285 million of users’ cryptocurrency, plans to relaunch after securing around $150 million in funding from a consortium led by stablecoin issuer Tether Holdings SA. As part of the agreement, the derivatives exchange will use Tether’s USDT token to finalize transactions at t...
Decentralized finance platform Drift Protocol, the victim of an exploit earlier this month where hackers stole approximately $285 million of users’ cryptocurrency, plans to relaunch after securing around $150 million in funding from a consortium led by stablecoin issuer Tether Holdings SA. As part of the agreement, the derivatives exchange will use Tether’s USDT token to finalize transactions at the so-called settlement layer, the companies said Thursday. Drift has previously used the USDC token issued by Circle Internet Group Inc. The firms didn’t specify when the Solana-based blockchain protocol would relaunch. Read More: A $285 Million Crypto Hack and Falling Yields Rock DeFi Industry Circle has come under criticism from some crypto market participants for not freezing the movement of the tokens once the exploit was exposed. Earlier this week, the crypto publication CoinDesk reported that Circle Chief Executive Officer Jeremy Allaire said the firm strictly adheres to a policy of acting only under direct legal orders rather than just interceding. Tether was the first widely adopted stablecoin, initially used by traders to shelter their capital from the often volatile swings in token prices and to serve as a conduit for transactions conducted between blockchains. Circle’s USDC was introduced in 2018, and has become the main rival to USDT. Tensions between the stablecoin issuers have risen as Tether invests in a US market expansion through initiatives like USAT, its US-based stablecoin. Tether is moving more aggressively to build a presence in the US under the explicitly crypto-friendly administration of President Donald Trump, who signed the first federal regulatory framework for stablecoin issuers in July. Tether will contribute up to $127.5 million to the relaunch of the platform, which has more than 128,000 users. The $150 million includes a $100 million revenue-linked credit facility, an ecosystem grant and loans to market makers. During the initial phase of th...