The Motley Fool·Mar 10·Thomas NielThree Dividend Kings Present Compelling Value Amid Market ShiftsThree dividend aristocrats—$GPC, $KMB, and $TGT—offer attractive yields and growth catalysts for income-focused investors in March 2026. JNJWMTTGTKMBKVUE+1dividend growthmerger
The Motley Fool·Mar 4·Eric TrieStarboard Value Bets $206M on Fluor as Infrastructure Cycle AcceleratesActivist investor Starboard Value acquires $205.73M stake in Fluor, betting on infrastructure spending acceleration and improved project execution. KVUEBILLFLRMTCHQRVO+2infrastructure investmentenergy transition
The Motley Fool·Feb 28·Eric TrieStarboard Value Takes $240M Stake in Clearwater AnalyticsActivist investor Starboard Value acquires $240M stake in Clearwater Analytics, signaling confidence in the cloud-based accounting software provider's durable business model and customer lock-in advantages. KVUEBILLMTCHCWANQRVOSaaSrecurring revenue
The Motley Fool·Feb 25·Matt DilalloConsumer Staples Giants Trade at Depressed Valuations Amid Inflation PressuresConsumer staples giants Conagra and Kimberly-Clark trade at depressed valuations amid inflation pressures, offering attractive dividend yields for value investors seeking income opportunities. CAGKMBKVUEacquisitionvaluation
The Motley Fool·Feb 24·Thomas NielThree High-Yield Stocks Hit 20% Lows, Presenting Income OpportunitiesThree dividend stocks—Best Buy, Kimberly-Clark, and Kraft Heinz—have declined 20% from peaks, offering attractive yields for income investors seeking entry points. KMBKVUEKHCBBYGISconsumer spendingvaluation
The Motley Fool·Feb 20·Daniel FoelberKimberly-Clark Offers Compelling Income Opportunity With 54-Year Dividend Track RecordKimberly-Clark offers 4.7% dividend yield with 54-year consecutive increase track record. Trading at discount valuation compared to peers, making it attractive for income investors. WMTKOKMBKVUEXLP+1acquisitionvaluation
The Motley Fool·Feb 18·Howard SmithKenvue Shares Gain on Stronger-Than-Expected Quarterly ResultsKenvue shares rose 2.55% after beating Q4 earnings estimates with $0.27 EPS versus expected $0.22, prompting analyst upgrades ahead of its planned merger with Kimberly-Clark. KMBKVUEELCOTYearnings beatrestructuring