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Why This $10 Million Antero Midstream Position Isn’t Likely Just a Plain-Vanilla Yield Play
Yahoo Finance· 2026-01-04 21:51
Key Points The asset management firm acquired 510,000 shares of Antero Midstream in the third quarter. The transaction represents about 1.94% of reported 13F AUM. The shares were worth about $9.91 million at quarter-end. These 10 stocks could mint the next wave of millionaires › New York City-based Ripple Effect Asset Management disclosed a new position in Antero Midstream Corporation (NYSE:AM), acquiring 510,000 shares valued at approximately $9.91 million, according to its November 14 SEC filin ...
Why This $10 Million Antero Midstream Position Isn't Likely Just a Plain-Vanilla Yield Play
The Motley Fool· 2026-01-04 21:31
A new Antero Midstream position stands out not just for its size, but for how stock and options are seemingly being used together to shape a very specific risk-reward profile.New York City-based Ripple Effect Asset Management disclosed a new position in Antero Midstream Corporation (AM +0.81%), acquiring 510,000 shares valued at approximately $9.91 million, according to its November 14 SEC filing. The firm also reported holding put options underlying 600,000 shares and call options underlying another 225,00 ...
3 Big Dividend Plays With Strong Earnings to Back Them
MarketBeat· 2025-08-11 12:38
长期股息股票特性 - 长期股息股票通常比许多其他股票更稳定 这类公司规模大且成熟 不太可能经历显著波动 除非受整体市场趋势影响 [1] - 股息股票需维持收入 利润 现金流等关键要素 才能持续支付并增加股息 因此财报季对股息股票尤为重要 [2] Waste Management (WM) - 公司市值超过920亿美元 拥有遍布全美的数百个垃圾填埋场网络 业务性质使其成为稳定的股息选择 [4] - 股息收益率1.43% 年股息3.3美元 连续22年增加股息 派息比率48.96% [5] - 2025年第二季度财报显示每股收益和收入均超预期 收入同比增长19% 收集和处置业务推动EBITDA显著增长 [6] - 运营费用占收入比例降至60%以下 得益于远程信息处理技术改进 预计全年自由现金流接近30亿美元 [7] Eversource Energy (ES) - 作为东北地区主要公用事业公司 提供电力 天然气和水务服务 防御性行业特性吸引股息投资者 [8] - 股息收益率4.63% 年股息3.01美元 但派息比率高达129.18% 仅连续2年增加股息 [9] - 最新季度每股收益同比增长1美分至0.96美元 超出预期 重申全年每股收益指引和2029年前7%的长期增长目标 [10] - 收入同比增长12%略低于预期 但新罕布什尔州1亿美元的永久费率上调将提供未来稳定性 [11] Johnson & Johnson (JNJ) - 股息收益率3.06% 年股息5.2美元 连续64年增加股息 派息比率55.6% 显示可持续性 [12][13] - 最新财报每股收益超出预期9美分 收入超出预期近9亿美元 创新药物业务(尤其是肿瘤学管线)驱动增长 [13] - 膀胱癌药物TAR200预计峰值销售额可达50亿美元 免疫学和心血管MedTech业务表现突出 [14]