Oil stocks are in focus this week, as crude prices wrangle with a slew of geopolitical developments.
After a 35-year career in the finance industry, including two decades as an institutional stockbroker at Bear Stearns, Lehman Brothers, and Morgan Stanley, I gained an institutional perspective on dividend stock investing.
Analysts at Citi have given a cautious perspective on the energy sector, flagging persistent risks across oil, gas and refining, whilst questioning any scope for sector outperformance. The American bank's analysts reckon oil faces a supply overhang that creates downside risk.
TipRanks' ranking service discusses three dividend-paying stocks, including ConocoPhillips and International Business Machines.
XOM's integrated strength and low-cost assets contrast with COP's upstream focus as investors weigh stability versus risk.
Clearway Energy anticipates growing its cash flow per share by 7% to 8% annually through 2030. Kinder Morgan has lined up $9.3 billion of expansion projects that it expects to complete by 2030.
ConocoPhillips' Essington-1 well confirms gas offshore Australia as the exploration campaign advances to a second well.
ConocoPhillips is well-positioned for long-term free cash flow growth, with strong cost discipline, oil leverage, and a flexible asset base. COP faces near-term headwinds from higher capex demands, lackluster oil prices, and limited production growth, making short-term outperformance less likely. Major investments, particularly the Willow project, may constrain capital returns in the near term, but should drive significant free cash flow growth over time.
ConocoPhillips surges since Q3 earnings beat, powered by stronger-than-expected upstream production across key U.S. basins.
ConocoPhillips trades near its 52-week low, offering value with a 3.8% dividend yield and strong free cash flow. COP's diversified global assets, expanding LNG business, and the Willow project position it for robust long-term growth. Recent results show record production, cost discipline, and robust shareholder returns despite lower oil prices and a slight earnings decline.
ConocoPhillips ( COP ) Q3 2025 Earnings Call November 6, 2025 12:00 PM EST Company Participants Guy Baber Ryan Lance - Chairman & CEO Andrew O'Brien - Executive VP of Strategy & Commercial and CFO Kirk Johnson - Executive Vice President of Global Operations & Technical Functions Nicholas Olds - Executive Vice President of Lower 48 & Global HSE Conference Call Participants Neil Mehta - Goldman Sachs Group, Inc., Research Division Arun Jayaram - JPMorgan Chase & Co, Research Division Wei Jiang - Barclays Bank PLC, Research Division Stephen Richardson - Evercore ISI Institutional Equities, Research Division Francis Lloyd Byrne - Jefferies LLC, Research Division Scott Hanold - RBC Capital Markets, Research Division Douglas George Blyth Leggate - Wolfe Research, LLC Bob Brackett - Sanford C. Bernstein & Co., LLC.
ConocoPhillips tops Q3 earnings and revenue estimates as global production jumps despite falling realized prices and rising costs.