Latest news with #ClearBridgeDividendStrategy
Yahoo
5 days ago
- Business
- Yahoo
Clearbridge Dividend Strategy Initiated a Position in L3Harris Technologies (LHX) on a Dip
ClearBridge Investments, an investment management company, released its 'ClearBridge Dividend Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was unexpectedly positive for U.S. equity investors, despite global trade wars, conflicts in Ukraine and the Middle East, falling earnings estimates, and a worsening fiscal situation outlook, with the S&P 500 Index up 6.2% at the year's halfway mark. While the strategy that focuses on quality, risk management, and a disciplined approach to valuation lagged in this momentum-driven environment. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, ClearBridge Dividend Strategy highlighted stocks such as L3Harris Technologies, Inc. (NYSE:LHX). L3Harris Technologies, Inc. (NYSE:LHX) is a global provider of mission-critical solutions for government and commercial customers. The one-month return of L3Harris Technologies, Inc. (NYSE:LHX) was 4.22%, and its shares gained 13.12% of their value over the last 52 weeks. On July 8, 2025, L3Harris Technologies, Inc. (NYSE:LHX) stock closed at $257.09 per share, with a market capitalization of $48.062 billion. ClearBridge Dividend Strategy stated the following regarding L3Harris Technologies, Inc. (NYSE:LHX) in its second quarter 2025 investor letter: "During the quarter we initiated a position in L3Harris Technologies, Inc. (NYSE:LHX), a defense company which had sold off on DOGE-related concerns. With armed conflict breaking out all over, robust defense spending seems like one of today's few safe bets. L3Harris possesses a robust balance sheet and a strong outlook, and it offered an attractive entry point at a steep discount to the broader market in terms of free cash flow." A military jetfighter against a deep blue sky with the sun behind it. L3Harris Technologies, Inc. (NYSE:LHX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held L3Harris Technologies, Inc. (NYSE:LHX) at the end of the first quarter, compared to 48 in the previous quarter. While we acknowledge the potential of LHX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered L3Harris Technologies, Inc. (NYSE:LHX) and shared the list of best industrial stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
5 days ago
- Business
- Yahoo
Is Exxon Mobil Corporation (XOM) Offering a Compelling Opportunity?
ClearBridge Investments, an investment management company, released its 'ClearBridge Dividend Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was unexpectedly positive for U.S. equity investors, despite global trade wars, conflicts in Ukraine and the Middle East, falling earnings estimates, and a worsening fiscal situation outlook, with the S&P 500 Index up 6.2% at the year's halfway mark. While the strategy that focuses on quality, risk management, and a disciplined approach to valuation lagged in this momentum-driven environment. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, ClearBridge Dividend Strategy highlighted stocks such as Exxon Mobil Corporation (NYSE:XOM). Exxon Mobil Corporation (NYSE:XOM) is an exploration and production of crude oil and natural gas. The one-month return of Exxon Mobil Corporation (NYSE:XOM) was 4.46%, and its shares gained 2.03% of their value over the last 52 weeks. On July 8, 2025, Exxon Mobil Corporation (NYSE:XOM) stock closed at $114.19 per share, with a market capitalization of $492.118 billion. ClearBridge Dividend Strategy stated the following regarding Exxon Mobil Corporation (NYSE:XOM) in its second quarter 2025 investor letter: "We also significantly increased our position in Exxon Mobil Corporation (NYSE:XOM), as commodity weakness weighed on the shares, providing a compelling opportunity. Commodity prices are cyclical but the change underway at Exxon Mobil is secular. The company is simultaneously lowering its cost per barrel and reducing its emissions intensity while growing its production. This is a powerful combination that puts the company in its best position in decades. Exxon Mobil is positioned to deliver double-digit returns, even without any improvement in oil prices. If stagflation occurs, Exxon Mobil's returns should be even higher, while most other stocks will come under pressure, providing a sturdy portfolio hedge." Aerial view of a major oil rig in the middle of the sea, pumping crude oil. Exxon Mobil Corporation (NYSE:XOM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 94 hedge fund portfolios held Exxon Mobil Corporation (NYSE:XOM) at the end of the first quarter, compared to 104 in the previous quarter. While we acknowledge the potential of XOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Exxon Mobil Corporation (NYSE:XOM) and shared the list of stocks Jim Cramer recently commented on. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Here's Clearbridge Dividend Strategy's Comment on Oracle (ORCL)
ClearBridge Investments, an investment management company, released its 'ClearBridge Dividend Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was unexpectedly positive for U.S. equity investors, despite global trade wars, conflicts in Ukraine and the Middle East, falling earnings estimates, and a worsening fiscal situation outlook, with the S&P 500 Index up 6.2% at the year's halfway mark. While the strategy that focuses on quality, risk management, and a disciplined approach to valuation lagged in this momentum-driven environment. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, ClearBridge Dividend Strategy highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 32.95%, and its shares gained 65.06% of their value over the last 52 weeks. On July 8, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $234.50 per share, with a market capitalization of $658.671 billion. ClearBridge Dividend Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter: "Of course, what makes the ClearBridge Dividend Strategy unique is that we do not just invest in dividend stalwarts in communications services, energy, health care and consumer staples. Our flexible approach to dividends enables us to invest in stocks with lower upfront yields, provided they offer compelling risk/rewards and the companies can significantly grow their dividends. This is how we got to own Broadcom and Oracle Corporation (NYSE:ORCL), two of the best AI plays around, (in addition to Apple, Microsoft, Visa and others). But, unlike today, we built our positions in Broadcom and Oracle when their stocks embedded weak outlooks, not meteoric expectations (Exhibit 2). A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, compared to 105 in the previous quarter. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Oracle Corporation (NYSE:ORCL) and shared the list of top AI Stocks in the spotlight. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-04-2025
- Business
- Yahoo
ClearBridge Dividend Strategy Added TE Connectivity plc (TEL) on Dip
ClearBridge Investments, an investment management company, released its 'ClearBridge Dividend Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The ClearBridge Dividend Strategy proved resilient and delivered positive returns despite a 4.3% decline in the benchmark S&P 500 Index. Despite increased caution over the economy and markets, the firm believes that the portfolio is well-positioned given its focus on valuation and capacity to financially weather the storms and generate steady, strong dividend growth. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Dividend Strategy emphasized stocks such as TE Connectivity Ltd. (NYSE:TEL). TE Connectivity Ltd. (NYSE:TEL) manufactures and sells connectivity and sensor solutions. The one-month return of TE Connectivity plc (NYSE:TEL) was -14.57%, and its shares lost 16.48% of their value over the last 52 weeks. On April 7, 2025, TE Connectivity plc (NYSE:TEL) stock closed at $123.50 per share with a market capitalization of $36.847 billion. ClearBridge Dividend Strategy stated the following regarding TE Connectivity plc (NYSE:TEL) in its Q1 2025 investor letter: "Meanwhile, we initiated positions in CVS, Inditex and TE Connectivity plc (NYSE:TEL). Poor execution at Aetna, CVS's health insurance business, and declining retail profits precipitated a decline in the shares which created an attractive entry point. We anticipate that underwriting improvements for its Medicare Advantage program will yield considerable profit growth over the next few years, which should lead to a re-rating in the stock. TE Connectivity makes connectors for a wide range of uses such as automobiles, data centers and medical devices. Its main end markets, auto and industrial, have come under some cyclical pressure, which weighed on the stock and provided an attractive entry point to this strong business." A technician assembling a sensor on an automated assembly line. TE Connectivity plc (NYSE:TEL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 50 hedge fund portfolios held TE Connectivity plc (NYSE:TEL) at the end of the fourth quarter which was 44 in the previous quarter. Increased currency exchange headwinds during the fiscal first quarter of 2025 negatively affected TE Connectivity plc's (NYSE:TEL) sales of $3.84 billion. While we acknowledge the potential of TE Connectivity plc (NYSE:TEL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered TE Connectivity plc (NYSE:TEL) in another article, where we shared Madison Dividend Income Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
08-04-2025
- Business
- Yahoo
Here's Why ClearBridge Dividend Strategy is Expecting Considerable Revenue Growth From CVS Health Corporation (CVS)
ClearBridge Investments, an investment management company, released its 'ClearBridge Dividend Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The ClearBridge Dividend Strategy proved resilient and delivered positive returns despite a 4.3% decline in the benchmark S&P 500 Index. Despite increased caution over the economy and markets, the firm believes that the portfolio is well-positioned given its focus on valuation and capacity to financially weather the storms and generate steady, strong dividend growth. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Dividend Strategy emphasized stocks such as CVS Health Corporation (NYSE:CVS). CVS Health Corporation (NYSE:CVS) is a US-based health solutions provider. The one-month return of CVS Health Corporation (NYSE:CVS) was -6.50%, and its shares lost 18.58% of their value over the last 52 weeks. On April 7, 2025, CVS Health Corporation (NYSE:CVS) stock closed at $63.85 per share with a market capitalization of $80.603 billion. ClearBridge Dividend Strategy stated the following regarding CVS Health Corporation (NYSE:CVS) in its Q1 2025 investor letter: "Meanwhile, we initiated positions in CVS Health Corporation (NYSE:CVS), Inditex and TE Connectivity. Poor execution at Aetna, CVS's health insurance business, and declining retail profits precipitated a decline in the shares which created an attractive entry point. We anticipate that underwriting improvements for its Medicare Advantage program will yield considerable profit growth over the next few years, which should lead to a re-rating in the stock. TE Connectivity makes connectors for a wide range of uses such as automobiles, data centers and medical devices. Its main end markets, auto and industrial, have come under some cyclical pressure, which weighed on the stock and provided an attractive entry point to this strong business." A row of shelves in a retail pharmacy, demonstrating the variety of drugs and over-the-counter products. CVS Health Corporation (NYSE:CVS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 74 hedge fund portfolios held CVS Health Corporation (NYSE:CVS) at the end of the fourth quarter compared to 63 in the third quarter. While we acknowledge the potential of CVS Health Corporation (NYSE:CVS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered CVS Health Corporation (NYSE:CVS) in another article, where we shared the list of best high yield stocks for a dividend capture strategy. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
