DOW

DOW yields 4.45% after halving its dividend, and USB boosts its 3.33% yield as quarterly EPS climbed 22% year over year. Target's 50-year dividend streak continues, with digital comps up 9% and Marketplace GMV surging 40% funding future payout increases. All three stocks trade at forward P/E multiples at or below their trailing multiples, signaling analysts expect earnings growth to justify today's prices. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Target didn't make the cut. Grab the names FREE today. Wall Street loves a stock that gets cheaper the further you look out. Three NYSE-listed dividend payers currently fit that setup: their forward price-to-earnings multiples sit at or below their trailing multiples, meaning analysts expect earnings power to grow into today's price. The clearest example is Dow, which carries a forward P/E of 12 against a trailing multiple that is effectively unmeasurable because trailing EPS is negative. Here is how the income case stacks up for all three. Dow (NYSE:DOW) pays a quarterly dividend of $0.35 for an annual yield of 4.45%. Shares trade at a forward P/E of 12, well below where trailing earnings can support a multiple given a diluted TTM EPS of -$1.76. Dividend safety can be a real sticking point here. Dow cut its quarterly payout from $0.70 to $0.35 beginning with the August 29, 2025 ex-date, so the current level reflects a reset, not a streak. What has improved is coverage: Q2 2026 net sales of $12.1 billion rose 20% year over year, operating EBITDA reached $2.3 billion, and free cash flow was $692 million against $253 million returned via dividends. Management is guiding to roughly $1.7 billion of Q3 EBITDA and more than $1.3 billion of self-help benefits this year, with approximately $14 billion of total available liquidity and no substantive debt maturities until 2029. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Target didn't make the cut. Grab the names FREE today. For the bull case, a lower payout is a healthier payout, and Transform to Outperform is targeting a $2 billion opportunity by the end of next year that should widen dividend coverage as polyethylene margins normalize. On the other hand the risk is relatively straightforward: Dow is a global chemicals cyclical facing industry overcapacity and softer North American polyethylene pricing, so another leg down in the cycle would test the reset payout again. U.S. Bancorp (NYSE:USB) yields 3.33% on a $0.52 quarterly dividend, and trades at a forward P/E of 12 versus a trailing P/E of 12. Investors are paying slightly less for next year's earnings than for the last twelve months. Coverage looks solid. Trailing diluted EPS is $5.04 against a $2.08 annualized dividend, leaving room to grow the payout, which is exactly what management is doing. The Q3 2025 dividend rose from $0.50 to $0.52, and a further roughly 4% increase is planned for Q3 2026 pending board approval. Second-quarter fundamentals support that: EPS of $1.35 was up about 22% year over year, net interest income of $4.4 billion grew 7.5%, the CET1 ratio stood at 10.8%, and management sees a path toward a 3% net interest margin next year. For income investors, USB is the classic combination: a growing dividend, a payout ratio comfortably below half of EPS, and a business whose return on tangible common equity of 18.7% supports continued increases. The caveat here is credit with commercial real estate and office nonperforming loans remaining a watch item. Also, the $160 million reserve build tied to the Amazon small-business portfolio is a reminder that new balance-sheet exposure comes with new provisioning. Target (NYSE:TGT) yields 2.79% on a $1.16 quarterly dividend, and trades at a forward P/E of 17 versus a trailing P/E of 17. The gap is narrow, but it points in the right direction as earnings recover. The dividend track record is the anchor. Management pointed on the Q2 call to "our more than 50-year record of annual increases" and is targeting a 40% payout ratio over time. The recent bump from $1.14 to $1.16 per quarter continues a ladder of hikes going back years. Coverage is comfortable: trailing diluted EPS of $9.64 supports a $4.56 annualized dividend, and Target guided FY2026 EPS to a range of $9.90 to $10.90. FY25 operating cash flow was $6.56 billion, and Target paid $518 million in Q2 dividends while keeping capex funded. Traffic rose 3.6% in Q2, digital comps grew 8.7%, and higher-margin businesses like Roundel grew nearly 20% and Target Plus Marketplace GMV grew more than 40%, which is exactly the mix a dividend investor wants funding future raises. A 50-plus-year streak puts Target in rare company, and we ranked ten of those Dividend Kings by valuation in a free report here. The risk is that the $1.65 per share Q2 benefit from IEEPA tariff refunds is one-time, and management flagged that home and apparel recovery will extend into 2027 and beyond. Each of these three names shares the same setup: forward earnings support the current dividend more comfortably than trailing results do. Dow is the highest-yielding and most cyclical, rebuilding coverage after a payout reset. U.S. Bancorp offers the cleanest earnings growth story with a rising dividend on a mid-teens ROTCE. Target brings the deepest dividend history and a multiple that stops getting more expensive as EPS recovers. Investors focused on income should weight the mix by how much cyclicality they can tolerate to earn the extra yield. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Target didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

MIDLAND, Mich., Aug. 12, 2026 /PRNewswire/ -- Dow (NYSE: DOW) has declared a dividend of 35 cents per share, payable September 11, 2026, to shareholders of record on August 31, 2026. This marks the 460th consecutive dividend paid by the Company or its affiliates since 1912. About DowDow (NYSE: DOW) is one of the world's leading materials science companies, serving customers in high-growth markets such as packaging, infrastructure, mobility and consumer applications. Our global breadth, asset integration and scale, customer-focused innovation and leading business positions enable us to achieve profitable growth and help deliver a sustainable future. We operate manufacturing sites in 29 countries and employed approximately 34,600 people as of year-end 2025. Dow delivered sales of approximately $40 billion in 2025. References to Dow or the Company mean Dow Inc. and its subsidiaries. Learn more about us at www.dow.com. For further information, please contact: Investors: Andrew Riker [email protected] Media: Rachelle [email protected] X: https://twitter.com/DowNewsroomFacebook: https://www.facebook.com/dow/LinkedIn: http://www.linkedin.com/company/dow-chemicalInstagram: http://instagram.com/dow_official Cautionary Statement about Forward-Looking Statements Certain statements in this press release are "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements often address expected future business and financial performance, financial condition, and other matters, and often contain words or phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "opportunity," "outlook," "plan," "project," "seek," "should," "strategy," "target," "will," "will be," "will continue," "will likely result," "would" and similar expressions, and variations or negatives of these words or phrases. Forward-looking statements are based on current assumptions and expectations of future events that are subject to risks, uncertainties and other factors that are beyond Dow's control, which may cause actual results to differ materially from those projected, anticipated or implied in the forward-looking statements and speak only as of the date the statements were made. These factors include, but are not limited to: sales of Dow's products; Dow's expenses, future revenues and profitability; any sanctions, export restrictions, supply chain disruptions or increased economic uncertainty related to the ongoing conflicts between Russia and Ukraine and in the Middle East; capital requirements and need for and availability of financing; unexpected barriers in the development of technology, including with respect to Dow's contemplated capital and operating projects; Dow's ability to realize its commitment to carbon neutrality on the contemplated timeframe, including the completion and success of its integrated ethylene cracker and derivatives facility in Alberta, Canada; size of the markets for Dow's products and services and ability to compete in such markets; Dow's ability to develop and market new products and optimally manage product life cycles; the rate and degree of market acceptance of Dow's products; significant litigation and environmental matters and related contingencies and unexpected expenses; the success of competing technologies that are or may become available; the ability to protect Dow's intellectual property in the United States and abroad; developments related to contemplated restructuring activities and proposed divestitures or acquisitions such as workforce reduction, manufacturing facility and/or asset closure and related exit and disposal activities, and the benefits and costs associated with each of the foregoing; fluctuations in energy and raw material prices; management of process safety and product stewardship; changes in relationships with Dow's significant customers and suppliers; changes in public sentiment and political leadership; increased concerns about plastics in the environment and lack of a circular economy for plastics at scale; changes in consumer preferences and demand; changes in laws and regulations, political conditions, tariffs and trade policies, or industry development; global economic and capital markets conditions, such as inflation, market uncertainty, interest and currency exchange rates, and equity and commodity prices; business, logistics and supply disruptions; security threats, such as acts of sabotage, terrorism or war, including the ongoing conflicts between Russia and Ukraine and in the Middle East; weather events and natural disasters; disruptions in Dow's information technology networks and systems, including the impact of cyberattacks; risks related to Dow's separation from DowDuPont Inc. such as Dow's obligation to indemnify DuPont de Nemours, Inc. and/or Corteva, Inc. for certain liabilities; and any global and regional economic impacts of a pandemic or other public health-related risks and events on Dow's business. Where, in any forward-looking statement, an expectation or belief as to future results or events is expressed, such expectation or belief is based on the current plans and expectations of management and expressed in good faith and believed to have a reasonable basis, but there can be no assurance that the expectation or belief will result or be achieved or accomplished. A detailed discussion of principal risks and uncertainties which may cause actual results and events to differ materially from such forward-looking statements is included in the section titled "Risk Factors" contained in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and the Company's subsequent reports filed with the U.S. Securities and Exchange Commission. These are not the only risks and uncertainties that Dow faces. There may be other risks and uncertainties that Dow is unable to identify at this time or that Dow does not currently expect to have a material impact on its business. If any of those risks or uncertainties develops into an actual event, it could have a material adverse effect on Dow's business. Dow Inc. and The Dow Chemical Company and its consolidated subsidiaries assume no obligation to update or revise publicly any forward-looking statements whether because of new information, future events, or otherwise, except as required by securities and other applicable laws. ®TM Trademark of The Dow Chemical Company or an affiliated company of Dow View original content to download multimedia:https://www.prnewswire.com/news-releases/dow-declares-quarterly-dividend-of-35-cents-per-share-302850057.html

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Delivered solid Q2 results driven by pricing leadership, improved integrated margins, and disciplined execution of self-help initiatives totaling over $300 million in benefits. Completed the $1 billion 2025 cost savings program and accelerated the 'Transform to Outperform' initiative, which is now expected to deliver $700 million in benefits this year. Strategic portfolio actions included shutting down high-cost upstream siloxanes capacity in the UK to pivot toward higher-value downstream specialty silicone applications. Capitalized on feedstock advantages with over 60% of assets located in advantaged regions, benefiting from widening propane-naphtha spreads and low U.S. ethane costs. Restarted the Terneuzen 3 cracker in the Netherlands, identified as the company's lowest-cost and most flexible European asset, to optimize margins as market conditions shift. Focused growth efforts on high-value end markets including data centers, electric vehicles, and home care, leveraging new integrated service models like the Dow Coolant Care Network. Q3 EBITDA guidance of approximately $1.7 billion assumes a $0.10 per pound decline in global integrated polyethylene margins following the June price settlement. Management anticipates $130 million in sequential tailwinds from self-help efforts in Q3, partially offsetting seasonal demand declines and planned maintenance activity. The 'Transform to Outperform' initiative is targeted to reach a $2 billion total EBITDA opportunity by the end of 2028, with 2/3 derived from productivity and 1/3 from growth. The Alberta project remains on track with 60% of CapEx met; management is focused on disciplined completion to ensure long-term growth and return thresholds. Expectations for the second half of the year include a minimum working capital release of more than $500 million to support cash flow and deleveraging goals. Geopolitical tensions in the Middle East and logistics constraints in the Strait of Hormuz continue to disrupt supply chains and support higher energy risk premiums. Structural pressures in Europe, including high operating and labor costs, are being met with strategic asset shutdowns and support for EU anti-dumping measures. Performance-based compensation was adjusted upward in Q2 to reflect improved market fundamentals and execution, impacting the SG&A line item. The shutdown of the Barry siloxanes unit represents a 25% reduction in European industry capacity, aimed at improving regional portfolio competitiveness. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. The $1.7 billion Q3 guide assumes a $0.10 per pound decline in integrated margins, but management noted that recent oil price spikes and rising feedstocks could provide upside. Management announced a $0.05 per pound price increase in North America following tightening market dynamics and declining inventories in China. About 60% of the project's capital expenditure has been met. with critical labor contracts awarded; management remains open to partners if they are financially accretive and meet return thresholds. The primary focus remains on disciplined execution and meeting the revised timeline to capture growth and returns. Q2 strength was driven by supply disruptions at peers for MDI and PO, which management expects to normalize as those assets return to service. Data center demand for thermal cooling solutions is a durable growth driver for the Industrial Solutions business within this segment. The first priority for excess cash is deleveraging, specifically targeting the $1 billion in debt accumulated over the last year. Management does not expect to engage in share buybacks during 2026, prioritizing the maintenance of an investment-grade credit profile.

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Dow (NYSE:DOW) reported strong Q2 2026 results with significant sales growth and higher earnings. All operating segments showed improved profitability, supported by pricing actions in Packaging & Specialty Plastics. Management highlighted the Transform to Outperform program as a key driver of performance, with benefits running ahead of initial plans. For investors tracking Dow, the latest results arrive with the stock at $30.9 and a value score of 4. The share price is up 5.5% over the past week and 27.3% year to date, with a 29.7% gain over the past year, while longer term returns over 3 and 5 years remain down. That mix of recent strength and longer term pressure gives extra weight to what these Q2 2026 numbers might mean for the story from this point. The company is leaning heavily on pricing in its Packaging & Specialty Plastics division and on its Transform to Outperform program to support growth, profitability and long term shareholder value. Investors will likely be watching how consistently Dow can sustain operational execution and cost discipline, as well as how management allocates capital, in future quarters. Stay updated on the most important news stories for Dow by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Dow. See which insiders are buying and buying and selling Dow following this latest news. For investors in Dow, the Q2 2026 report sends a clear signal that the earnings reset of the past few years has shifted into a stronger profitability phase. Net sales of US$12,092 million compared with US$10,104 million a year earlier and a move from a net loss of US$835 million to net income of US$721 million point to a business that is now converting pricing and cost actions into bottom line results. That kind of swing in earnings, together with operating EBIT of US$1.6 billion highlighted in management commentary, often catches the attention of both existing shareholders and new buyers who track cyclical chemicals stocks like Dow, LyondellBasell and BASF. The strong Q2 earnings, supported by the Transform to Outperform program, line up with the narrative that tighter capital spending and asset optimization can improve margins and cash flow. At the same time, the earnings rebound could mask ongoing pressures from feedstock and energy costs, which are highlighted in the narrative as potential headwinds for Dow’s profitability. The latest quarter does not fully address longer term questions raised in the narrative around delayed projects such as Path2Zero and how regulatory or geopolitical risks might influence future results. Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Dow to help decide what it is worth to you. ⚠️ Analysts have flagged that Dow’s dividend yield is not well covered by earnings or free cash flow, which could limit flexibility if conditions weaken. ⚠️ Debt is reported as not well covered by operating cash flow, so any pressure on margins or working capital could strain balance sheet strength. 🎁 Earnings are forecast to grow 9.76% per year, which, if achieved, would support the view that Q2 is part of a broader improvement rather than a one off result. 🎁 The stock is described as trading at good value compared with peers and industry, which some investors may see as a supportive backdrop when combined with stronger recent earnings. From here, investors may want to watch whether Dow can sustain pricing power and cost discipline into the second half, especially in Packaging & Specialty Plastics where recent price gains have been important. Progress on the Transform to Outperform program, ongoing asset reviews in Europe, and any updates on larger capital projects such as Path2Zero will help indicate how durable today’s margin profile could be. It is also worth tracking cash generation relative to dividends and debt, since those are key items in the current risk checklist for Dow. To ensure you're always in the loop on how the latest news impacts the investment narrative for Dow, head to the community page for Dow to never miss an update on the top community narratives. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include DOW. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Dow Inc. DOW used its second-quarter earnings call to emphasize cost actions, portfolio changes and disciplined execution as management focuses on improving earnings durability. The company highlighted stronger pricing, margin recovery and cash generation while acknowledging continued market volatility. Management also provided a cautious third-quarter outlook, pointing to polyethylene margin pressure and seasonal factors while expecting additional benefits from restructuring and productivity initiatives. CEO Karen Carter said that Dow is focused on three priorities: targeted growth, improving portfolio competitiveness and maintaining balanced capital allocation. Carter emphasized using the company’s global assets and customer relationships to strengthen long-term competitiveness. DOW reported second-quarter operating EPS of $1.44, beating the Zacks Consensus Estimate of $1.25. Revenues of $12.09 billion slightly surpassed the Zacks Consensus Estimate of $12.04 billion. Dow Inc. price-consensus-eps-surprise-chart | Dow Inc. Quote The company said self-help efforts generated more than $300 million of benefits during the quarter. Management increased expected in-year benefits from these actions to more than $1.3 billion. Dow’s second-quarter sales increased 20% year over year, supported by higher prices across regions. Operating EBITDA was $2.3 billion, while operating EBIT improved significantly from the prior-year period. The company’s Packaging & Specialty Plastics segment was a major contributor, with sales rising 27% year over year to $6.4 billion. Dow attributed this improvement to higher polyethylene prices and stronger integrated margins. Dow noted that data center demand remains a growth area, particularly for thermal management solutions and Industrial Solutions products. Carter highlighted opportunities in electronics, mobility and specialty applications. CFO Jeffrey Tate said that Dow expects third-quarter EBITDA of approximately $1.7 billion. The outlook indicates anticipated polyethylene margin compression following June price changes and typical seasonal patterns after strong second-quarter demand. Management expects about $130 million of sequential benefits from self-help actions during the third quarter. These gains are expected to offset planned maintenance and the absence of certain second-quarter benefits. Dow also highlighted risks from geopolitical tensions, logistics constraints and uneven regional demand. The company said market conditions remain volatile, particularly due to ongoing disruptions affecting energy and feedstock markets. Dow said it is reshaping the silicones business by reducing higher-cost upstream capacity and expanding downstream opportunities. The company expects the Barry, U.K. siloxanes shutdown to provide a $60 million EBITDA uplift in the second half of 2026. Management said specialty silicones investments are focused on faster-growing markets, including electric vehicles, consumer electronics, healthcare and data centers. Carter noted that these downstream markets are expected to deliver stronger returns. The company also discussed its Dow Coolant Care Network, which supports data center thermal management needs. Management views the offering as a way to expand both revenue opportunities and service capabilities. A Morgan Stanley analyst asked about the Alberta project and whether Dow could bring in a partner. Carter said that the company remains focused on completing the project while staying disciplined on returns. A JPMorgan analyst questioned the timing of cost savings and capital allocation priorities. Tate said that debt reduction remains the first priority, with share repurchases not expected during 2026. Analysts also questioned polyethylene assumptions. Carter said that improving oil prices, declining inventories and stronger order activity could provide upside if current market conditions continue. Dow confirmed that it is prioritizing balance sheet strength, maintaining approximately $14 billion in liquidity and directing excess cash toward deleveraging. Management noted that there are no substantive debt maturities until 2029. The company expects working capital actions to release more than $500 million in the second half of 2026. Management also confirmed progress from restructuring efforts, including implemented role reductions and site transformation initiatives. Carter said that Dow’s approach remains centered on improving productivity, strengthening its asset base and focusing investment on attractive markets. The company continues to position its actions around longer-term competitiveness. DOW carries a Zacks Rank #3 (Hold), indicating that the stock’s earnings estimate revision trends are currently consistent with a neutral outlook. The Zacks Rank can change as analysts update earnings expectations following new company information. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The stock has a Value Score of B and VGM Score of B, while its Growth Score is C and Momentum Score is F. Zacks Style Scores are designed to complement the Zacks Rank by evaluating value, growth and momentum characteristics, with stronger scores indicating more favorable attributes. 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 Dow Inc. (DOW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dow Inc. will release earnings for its second quarter before the opening bell on Thursday, July 23. Analysts expect the company to report quarterly earnings of $1.28 per share, versus a loss of 42 cents per share in the year-ago period. The consensus estimate for Dow’s quarterly revenue is $12.18 billion. It reported $10.1 billion last year, according to Benzinga Pro. Ahead of quarterly earnings, Morgan Stanley analyst Vincent Andrews maintained Dow with an Equal-Weight rating on Monday and lowered the price target from $41 to $39. Don’t Miss: The Average Family’s Finances Are More Complicated Than Ever. These Tools Aim To Make Them Easier To Manage. Think Your ‘Safe’ Stocks Protect You? You’re Ignoring the Real Growth Triggers — Here’s What to Add Now With the recent buzz around Dow, some investors may be eyeing potential gains from the company’s dividends too. As of now, Dow has an annual dividend yield of 4.59%, which is a quarterly dividend amount of 35 cents per share ($1.40 a year). To figure out how to earn $500 monthly from Dow, we start with the yearly target of $6,000 ($500 x 12 months). Next, we take this amount and divide it by Dow’s $1.40 dividend: $6,000 / $1.40 = 4,286 shares. So, an investor would need to own approximately $130,594 worth of Dow, or 4,286 shares to generate a monthly dividend income of $500. Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $1.40 = 857 shares, or $26,113 to generate a monthly dividend income of $100. Trending: Caught With Nothing Saved for Retirement? These 5 Game‑Changing Tips Could Still Save You Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time. The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change. For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60). Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40). Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease. See Also: Think you’re saving enough for your kids? You might be dangerously off — see why Image via Jason Raff/Shutterstock Read Next: Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry. Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests. Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches. Immersed is building technology for the future of work through spatial computing. Known for its AR/VR productivity platform that enables users to work across multiple virtual screens, the company has grown to more than 1.5 million users worldwide. Immersed is also developing Visor, a lightweight headset designed specifically for professional productivity, positioning the company at the intersection of remote work, extended reality (XR), and next-generation computing. Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day. Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte’s fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream. For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000, with only ~5% of opportunities passing their due diligence process. © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

For the quarter ended June 2026, Dow Inc. (DOW) reported revenue of $12.09 billion, up 19.7% over the same period last year. EPS came in at $1.44, compared to -$0.42 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $12.04 billion, representing a surprise of +0.41%. The company delivered an EPS surprise of +15.2%, with the consensus EPS estimate being $1.25. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Dow Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Performance Materials & Coatings: $2.36 billion versus the three-analyst average estimate of $2.16 billion. The reported number represents a year-over-year change of +10.9%. Revenues- Corporate: $180 million versus the three-analyst average estimate of $162.67 million. The reported number represents a year-over-year change of +9.8%. Net Sales- Packaging & Specialty Plastics: $6.39 billion versus $6.67 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +27.1% change. Net Sales- Industrial Intermediates & Infrastructure: $3.17 billion versus $3.05 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.6% change. Operating EBITDA- Packaging & Specialty Plastics: $1.64 billion versus $1.89 billion estimated by three analysts on average. Operating EBITDA- Corporate: $-1 million compared to the $-48.33 million average estimate based on three analysts. Operating EBITDA- Performance Materials & Coatings: $291 million compared to the $274.51 million average estimate based on three analysts. Operating EBITDA- Industrial Intermediates & Infrastructure: $383 million versus $42.48 million estimated by three analysts on average. View all Key Company Metrics for Dow Inc. here>>> Shares of Dow Inc. have returned +6.4% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. 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 Dow Inc. (DOW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Dow Inc. DOW reported second-quarter 2026 adjusted earnings per share of $1.44 per share, reversing the year-ago loss of 42 cents per share. The figure beat the Zacks Consensus Estimate of $1.25 by 15%. The year-over-year improvement was mainly driven by higher prices and benefits from Dow’s self-help initiatives. Including one-time items, such as costs associated with the Transform to Outperform program, partially offset by an income tax adjustment,the company reported earnings per share of 99 cents in the quarter compared to the year-ago quarter’s loss of $1.18. Net sales rose 19.7% year over year to around $12.1 billion and beat the consensus estimate of $11.6 billion by 3.8%. Local prices increased 20%, while volume declined 1% as planned maintenance weighed on Packaging & Specialty Plastics. GAAP net income was $802 million in the reported quarter compared with a net loss of $801 million a year ago. Operating EBITDA increased to $2.3 billion from $703 million. Dow Inc. price-consensus-chart | Dow Inc. Quote Packaging & Specialty Plastics sales rose 27% year over year to $6,385 million. The figure fell behind our estimate of $6.7 billion. Volume fell 4% due to declines in both businesses, including higher planned maintenance in Hydrocarbons & Energy, which reduced merchant sales. Lower polyethylene volumes in EMEAI and Asia Pacific also reflected the Middle East conflict. Higher polyethylene and olefins prices more than offset the volume pressure. Industrial Intermediates & Infrastructure sales increased 14% year over year to $3.2 billion. The figure surpassed our estimate of $3.04 billion. Volume declined 2% as lower demand in Polyurethanes & Construction Chemicals, including the effects of the Middle East conflict, outweighed growth in Industrial Solutions. Industrial Solutions volumes benefited from recent alkoxylation investments and increased demand for data center applications. Performance Materials & Coatings sales advanced 11% year over year to $2.4 billion. The figure beat our estimate of $2.2 billion. Volume grew 6%, supported by gains across both businesses and strength in downstream silicones. Consumer Solutions benefited from higher demand across consumer, electronics and home care applications, while Coatings & Performance Monomers recorded increased acrylic monomers and architectural coatings volumes. Cash flow from operating activities for continuing operations was $1.3 billion, reversing the year-ago use of $470 million. The improvement was primarily driven by higher earnings across all businesses, which more than offset an expected working capital build associated with revenue growth. Cash and cash equivalents were $3.97 billion as of June 30, 2026, up from $3.8 billion at the end of 2025. Shareholder returns through dividends totaled $253 million during the quarter. Dow expects approximately $200 million in additional benefits from Transform to Outperform during 2026. This raises the company’s expected total in-year benefits from self-help initiatives to more than $1.3 billion. For the second half of 2026, management plans to focus on growth and innovation in attractive end markets, investments to strengthen the portfolio and balanced capital allocation. Dow expects the growth and productivity benefits from Transform to Outperform to accelerate through the remainder of 2026 and into 2027. DOW’s shares have gained 24.7% in the past year against the industry’s decline of 0.8%. Image Source: Zacks Investment Research DOW currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the basic materials space are Carpenter Technology Corporation CRS, Kronos Worldwide, Inc. KRO and Avient Corporation AVNT. Carpenter Technology is slated to report fourth-quarter 2026 results on July 30. The Zacks Consensus Estimate for earnings is pegged at $10.58 per share, indicating 41.44% year-over-year growth. CRS sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Kronos is scheduled to report second-quarter fiscal 2026 results on Aug. 5. The Zacks Consensus Estimate for KRO’s second-quarter loss per share is pegged at 33 cents, indicating 65.63% year-over-year growth. KRO flaunts a Zacks Rank #1 at present. Avient is slated to report second-quarter 2026 results on Aug. 6. The consensus estimate for AVNT’s earnings per share is pegged at $3.08. AVNT presently carries a Zacks Rank #2 (Buy). 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 Dow Inc. (DOW) : Free Stock Analysis Report Carpenter Technology Corporation (CRS) : Free Stock Analysis Report Kronos Worldwide Inc (KRO) : Free Stock Analysis Report Avient Corporation (AVNT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

This article first appeared on GuruFocus. Net Sales: $12.1 billion, a 20% increase versus the year-ago period. Operating EBITDA: $2.3 billion. Packaging and Specialty Plastics Net Sales: $6.4 billion, up 27% versus the year-ago period. Packaging and Specialty Plastics Operating EBIT: Approximately $1.3 billion. Industrial Intermediates and Infrastructure Net Sales: Up 14% versus the year-ago period. Industrial Intermediates and Infrastructure Operating EBIT: $246 million. Performance Materials and Coatings Net Sales: Up 11% versus the year-ago period. Performance Materials and Coatings Operating EBIT: $133 million, down year-over-year. Cost Savings Program: Completion of $1 billion 2025 cost savings program. Self-Help Benefits: More than $300 million of benefits in the quarter. Third Quarter EBITDA Outlook: Approximately $1.7 billion. Cash Compensation from NOVA Litigation: Approximately $1 billion received in the first quarter and $300 million early in the third quarter. Warning! GuruFocus has detected 10 Warning Signs with DOW. Is DOW fairly valued? Test your thesis with our free DCF calculator. Release Date: July 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Dow Inc (NYSE:DOW) reported a 20% increase in net sales, reaching $12.1 billion, and operating EBITDA of $2.3 billion, reflecting strong earnings growth and margin expansion. The company completed its $1 billion 2025 cost savings program, contributing to over $300 million in benefits for the quarter. Dow Inc (NYSE:DOW) announced new product and innovation capabilities across its silicones franchise, targeting high-value downstream opportunities in consumer and mobility applications. The company successfully restarted its lowest cost, most flexible European cracker, Internuzin, optimizing margins and matching market conditions. Dow Inc (NYSE:DOW) is progressing with its Alberta Project, with 60% of CapEx spent and incentives intact, focusing on disciplined execution and maintaining returns. The company anticipates a sequential decline in third-quarter EBITDA to approximately $1.7 billion, due to expected margin compression and typical seasonal demand patterns. Dow Inc (NYSE:DOW) faces challenges in Europe with high operating and labor costs, despite some emerging constructive dynamics like government support. The Performance Materials and Coatings segment experienced a year-over-year decline in operating EBIT, largely due to higher costs and plant maintenance activities. The company is navigating a volatile geopolitical and macroeconomic environment, with mixed demand signals and ongoing conflict in the Middle East impacting projections. Dow Inc (NYSE:DOW) reported lower polyethylene volumes in Europe, the Middle East, Africa, India, and Asia-Pacific, despite higher pricing in the Americas. Q: How are recent crude oil price rallies and the Strait of Hormuz blockage affecting polyethylene pricing assumptions for Q3? Also, could we expect a restock in China given their recent destocking? A: Karen Carter, CEO: The Q3 guidance assumes a $0.10 per pound decline in global integrated margins, factoring in a $0.15 down June settlement. Recent oil price increases and declining inventories in China have led to increased order loading. If these dynamics continue, there could be an upside to the $1.7 billion guidance. However, the environment remains volatile, and updates will be provided if conditions change materially. Q: Can you provide an update on the Alberta project and any potential for bringing in a partner? A: Karen Carter, CEO: The Alberta project is progressing as planned, with 60% of CapEx spent. The focus is on disciplined execution and maintaining return accountability. While open to potential partners, they must be financially accretive and meet return thresholds. The priority is completing the project safely and on the revised timeline. Q: Why did Packaging and Specialty Plastics (PNSP) come in below expectations despite an upgraded EBITDA guide? A: Karen Carter, CEO: The $0.15 price decline in June was not incorporated into the numbers, and there were some unplanned events impacting actual numbers. Jeffrey Tate, CFO, added that while PNSP was lower than expected, Industrial Intermediates and Infrastructure (II&I) offset this with margin increases and a land sale, keeping overall results close to the updated guide. Q: With the Transform to Outperform program in full swing, why are SG&A expenses up, and how are you prioritizing cash flows? A: Jeffrey Tate, CFO: SG&A increases were due to one-time costs related to Transform to Outperform and increased performance-based compensation. The focus remains on maintaining an investment-grade credit profile, prioritizing debt reduction, and considering share buybacks in the future. Karen Carter, CEO, added that 55% of Dow role reductions have been implemented, contributing to a $200 million EBITDA uplift in the second half. Q: What drove the strong performance in Industrial Intermediates and Infrastructure (II&I), and how sustainable is it? A: Karen Carter, CEO: Higher margins from supply disruptions in the Americas and strong growth in data centers and home care solutions drove the performance. While fundamentals in building and construction remain weak, data centers continue to be a strong growth area, supported by new service models like the Dow Coolant Care Network. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Dow Inc. (DOW) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to a loss of $0.42 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +15.20%. A quarter ago, it was expected that this materials science would post a loss of $0.39 per share when it actually produced a loss of $0.14, delivering a surprise of +64.1%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Dow Inc., which belongs to the Zacks Chemical - Diversified industry, posted revenues of $12.09 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.41%. This compares to year-ago revenues of $10.1 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Dow Inc. shares have added about 33.7% since the beginning of the year versus the S&P 500's gain of 9.6%. While Dow Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Dow Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.07 on $11.2 billion in revenues for the coming quarter and $2.71 on $43.85 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Diversified is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. DuPont de Nemours (DD), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 4. This specialty chemicals maker is expected to post quarterly earnings of $1.76 per share in its upcoming report, which represents a year-over-year change of -47.6%. The consensus EPS estimate for the quarter has been revised 5.8% higher over the last 30 days to the current level. DuPont de Nemours' revenues are expected to be $1.82 billion, down 44.2% from the year-ago quarter. 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 Dow Inc. (DOW) : Free Stock Analysis Report DuPont de Nemours, Inc. (DD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research