Zacks.com featured highlights include Vertiv, Taiwan Semiconductor, Oracle, Lam Research and Elbit Systems

28.10.25 09:40 Uhr

Werte in diesem Artikel
Aktien

411,80 EUR -4,80 EUR -1,15%

133,34 EUR -1,70 EUR -1,26%

242,25 EUR 0,85 EUR 0,35%

162,26 EUR -0,18 EUR -0,11%

Indizes

PKT PKT

25.983,0 PKT 161,4 PKT 0,63%

23.789,5 PKT 152,0 PKT 0,64%

3.465,2 PKT 18,8 PKT 0,54%

1.854,4 PKT -8,4 PKT -0,45%

6.892,7 PKT 17,5 PKT 0,25%

1.333,7 PKT 8,5 PKT 0,64%

For Immediate ReleaseChicago, IL – October 28, 2025 – Stocks in this week’s article are Vertiv VRT, Taiwan Semiconductor TSM, Oracle ORCL, Lam Research LRCX and Elbit Systems ESLT.Buy These 5 Dividend Growth Stocks as U.SW. Inflation Rate Hits +3%With the U.S. government having released its first economic data last Friday since the shutdown began, America’s inflation rate was revealed to have reached 3%. Specifically, the September CPI inflation report showed that consumer prices rose 0.3% in September, which drove the annual rate of inflation from 2.9% to 3%, the highest since January, according to the latest data released by the Bureau of Labor Statistics (asreported by CNN Business).Amid the rising inflation, dividend growth stocks offer an opportune investment. Their regularly increasing payouts can help offset the annual inflation rate, preserving real purchasing power. Companies with a history of raising dividends often exhibit strong financial health, providing a defensive hedge against economic uncertainty.In fact, stocks with a strong history of year-over-year dividend growth form a healthy portfolio with a greater scope of capital appreciation, as opposed to simple dividend-paying stocks or those that have high yields.We have selected five such dividend growth stocks — Vertiv, Taiwan Semiconductor, Oracle, Lam Research and Elbit Systems — which could be solid choices for your portfolio.Why Is Dividend Growth Better?Stocks that have a strong history of dividend growth belong to mature companies, which are less susceptible to large swings in the market and thus act as a hedge against economic or political uncertainty as well as stock market volatility. At the same time, these offer downside protection with their consistent increase in payouts.Additionally, these stocks have superior fundamentals that make dividend growth a quality and promising investment for the long term. These include a sustainable business model, a long track of profitability, rising cash flows, good liquidity, a strong balance sheet and some value characteristics. Further, a strong history of dividend growth suggests a likely increase ahead.Although these stocks do not necessarily have the highest yields, they have outperformed for a longer period than the broader stock market or any other dividend-paying stock.As a result, picking dividend growth stocks appears as a winning strategy when some other parameters are also included.Here are five of the 12 stocks that fit the bill:Ohio-based Vertiv is a leading global provider of critical digital infrastructure and services for data centers, communication networks, and commercial and industrial environments. The Zacks consensus estimate for VRT’s 2025 revenues suggests a year-over-year improvement of 27.5%. The stock boasts a long-term (three-to-five years) earnings growth rate of 30% and has an annual dividend yield of 0.08%.VRT currently carries a Zacks Rank #2 and has a Growth Score of A. You can seethe complete list of today’s Zacks #1 Rank stocks here.Taiwan-based Taiwan Semiconductor is the world's largest dedicated integrated circuit foundry. The consensus estimate for TSM’s 2025 revenues implies a year-over-year improvement of 33.8%. The stock boasts a long-term earnings growth rate of 29.2% and has an annual dividend yield of 0.88%.TSM currently holds a Zacks Rank #2 and has a Growth Score of B.Texas-based Oracle is one of the largest enterprise-grade database, middleware, and application software providers. The consensus estimate for ORCL’s fiscal 2026 revenues suggests a year-over-year improvement of 16.5%. The stock boasts a long-term earnings growth rate of 17.2% and has an annual dividend yield of 0.71%.ORCL currently holds a Zacks Rank #2 and has a Growth Score of B.California-based Lam Research supplies wafer fabrication equipment and services to the semiconductor industry. The consensus estimate for LRCX’s fiscal 2026 revenues implies a year-over-year improvement of 11.9%. The stock boasts a long-term earnings growth rate of 19.6% and has an annual dividend yield of 0.69%.LRCX currently sports a Zacks Rank #1 and has a Growth Score of A.Israel-based Elbit Systems provides a wide range of defense-related airborne, ground and command, control and communications programs throughout the world. The consensus estimate for ESLT’s 2025 revenues suggests a year-over-year improvement of 16.4%. The stock boasts a long-term earnings growth rate of 23.3% and has an annual dividend yield of 0.51%.ESLT currently holds a Zacks Rank #2 and has a Growth Score of A.You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can create your own strategies and test them first before taking the investment plunge.The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out.Click here to sign up for a free trial to the Research Wizard today.For the rest of this Screen of the Week article please visit Zacks.com at: https://www.zacks.com/stock/news/2777823/buy-these-5-dividend-growth-stocks-as-us-inflation-rate-hits-3?art_rec=quote-stock_overview-zacks_news-ID01-txt-2777823Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material.About Screen of the WeekZacks.com created the first and best screening system on the web earning the distinction as the "#1 site for screening stocks" by Money Magazine.  But powerful screening tools is just the start. That is why Zacks created the Screen of the Week to highlight profitable stock picking strategies that investors can actively use.Strong Stocks that Should Be in the NewsMany are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has more than doubled the market from 1988 through 2016. Its average gain has been a stellar +25% per year. See these high-potential stocks free >>.Follow us on Twitter:  https://www.twitter.com/zacksresearchJoin us on Facebook:  https://www.facebook.com/ZacksInvestmentResearchZacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.Contact: Jim GiaquintoCompany: Zacks.comPhone: 312-265-9268Email: pr@zacks.comVisit: https://www.zacks.com/Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lam Research Corporation (LRCX): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Free Stock Analysis Report Elbit Systems Ltd. (ESLT): Free Stock Analysis Report Vertiv Holdings Co. (VRT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

In eigener Sache

Übrigens: Lam Research und andere US-Aktien sind bei finanzen.net ZERO sogar bis 23 Uhr handelbar (ohne Ordergebühren, zzgl. Spreads). Jetzt kostenlos Depot eröffnen und Neukunden-Bonus sichern!

Ausgewählte Hebelprodukte auf Elbit Systems

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf Elbit Systems

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: Zacks

Nachrichten zu Oracle Corp.

Wer­bung

Analysen zu Oracle Corp.

DatumRatingAnalyst
21.10.2025Oracle BuyUBS AG
20.10.2025Oracle HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
17.10.2025Oracle BuyJefferies & Company Inc.
03.10.2025Oracle Sector PerformRBC Capital Markets
01.10.2025Oracle Sector PerformRBC Capital Markets
DatumRatingAnalyst
21.10.2025Oracle BuyUBS AG
17.10.2025Oracle BuyJefferies & Company Inc.
22.09.2025Oracle BuyJefferies & Company Inc.
15.09.2025Oracle BuyJefferies & Company Inc.
11.09.2025Oracle KaufenDZ BANK
DatumRatingAnalyst
20.10.2025Oracle HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
03.10.2025Oracle Sector PerformRBC Capital Markets
01.10.2025Oracle Sector PerformRBC Capital Markets
15.09.2025Oracle HoldJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
10.09.2025Oracle NeutralJP Morgan Chase & Co.
DatumRatingAnalyst
13.12.2022Oracle SellGoldman Sachs Group Inc.
21.10.2022Oracle SellGoldman Sachs Group Inc.
19.03.2019Oracle VerkaufenDZ BANK
17.09.2015Oracle SellJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
08.01.2015Oracle SellJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Oracle Corp. nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen