US Top News and Analysis | Buy these ‘income darlings’ to boost your portfolio, says Jefferies
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Jefferies advises investors to offset recent market volatility—sparked by Middle‑East tensions and shifting macro‑economic expectations—by shifting toward “income darlings,” stocks that combine solid fundamentals with reliable dividend payouts and modest payout ratios. The firm’s screen looks for companies with average dividend yields around 4.3%, unstretched payout ratios below 90% and a track record of no dividend cuts in the past five years. Highlighted picks include Target (TGT), which trades at a 3.5% yield, boasts a 50‑year streak of dividend increases and a projected 8% upside to a $140 price target; CVS Health, offering a 3.47% yield and a $98 target implying roughly 28% upside as its cash flow and earnings improve; and Zions Bancorp, yielding 2.85% with a $70 target suggesting an 11% rise, supported by growth in loans, net interest income and fee revenue. Jefferies argues that these dividend‑focused stocks can act as ballast in a “dicey macroeconomic backdrop,” providing both income and potential capital appreciation.
Read more: https://www.cnbc.com/2026/04/21/buy-these-income-darlings-to-boost-your-portfolio-says-jefferies.html
#Jefferies #S&P500 #Target #CVSHealth
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