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Bloomberg's 2026 Dividend Focus list highlights 16 'safer' stocks with free cash flow yields exceeding dividend yields, signaling attractive risk-adjusted income opportunities. PT Telekom, Continental, and KION Group stand out as 'IDEAL' dividend stocks, with dividends from $1,000 invested surpassing single share prices. Analyst forecasts suggest the top ten yielders could deliver average net gains of 25% by May 2027, with PT Telecom projected to lead at 46.94%.
KION GROUP AG (KIGRY) Q1 2026 Earnings Call Transcript
KION GROUP AG (OTCPK:KIGRY) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Richard Smith - CEO, Labour Director & Member of Executive Board Christian Harm - CFO & Member of Management Board Conference Call Participants Sven Weier - UBS Investment Bank, Research Division Akash Gupta - JPMorgan Chase & Co, Research Division Tore Fangmann - BofA Securities, Research Division Martin Wilkie - Citigroup Inc., Research Division Gael de-Bray - Deutsche Bank AG, Research Division Lasse Stueben - Joh. Berenberg, Gossler & Co. KG, Research Division Timothy Lee - Barclays Bank PLC, Research Division Presentation Operator Ladies and gentlemen, welcome to the Analyst and Investor Update Call Q3 2025.
KION GROUP AG - Special Call Company Participants Raj Junginger Conference Call Participants Sven Weier - UBS Investment Bank, Research Division Ben Uglow Tore Fangmann - BofA Securities, Research Division Lasse Stueben - Joh. Berenberg, Gossler & Co. KG, Research Division Jorge González Sadornil - Hauck Aufhäuser Investment Banking Lucas Ferhani - Jefferies LLC, Research Division Gael de-Bray - Deutsche Bank AG, Research Division Presentation Raj Junginger Okay, all right.
KION has delivered nearly 100% returns in under a year, validating my value-driven, patient investment approach focused on fundamentals and valuation. Recent results show strong EPS growth, record SCS orders, and confirmed stability, despite some margin and revenue headwinds in certain segments. My price target remains €68/share, with fair value above €75; I maintain a 'Buy' rating but may trim my position after significant gains.
KION GROUP AG (OTCPK:KIGRY) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Christian Harm - CFO & Member of Management Board Richard Robinson Smith - CEO, Labour Director & Member of Executive Board Conference Call Participants Akash Gupta - JPMorgan Chase & Co, Research Division Gael de-Bray - Deutsche Bank AG, Research Division Jorge González Sadornil - Unidentified Company Hauck Aufhäuser Investment Banking - Unidentified Company Lasse Stueben - Joh. Berenberg, Gossler & Co. KG, Research Division Lucas Ferhani - Jefferies LLC, Research Division Sven Weier - UBS Investment Bank, Research Division Timothy Lee - Barclays Bank PLC, Research Division Tore Luca Kristof Fangmann - BofA Securities, Research Division Operator Ladies and gentlemen, welcome to the KION Group's Q2 2025 Update Call.
KION remains a long-term recovery play, with strong upside potential, despite recent macro and tariff headwinds impacting near-term results and margins. Q1 2025 results were mixed: order intake rose 11%, but revenue and EBIT declined; service segment strength offsets new business lag. The valuation is still attractive, but I lower my price target to €68/share, reflecting increased risks and KION's history of missing targets.
I have high conviction in KION for significant returns, holding shares bought below €34 despite recent market doldrums. Recent FY results show recovery, but not yet at my target levels; I won't sell my stake now that we're below €40/share. KIGRY is a "BUY" with a price target of €76/share, updated for 2025E and going into 2027E.
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