Air Products and Chemicals: A Turnaround Worth Buying

Air Products and Chemicals is reaffirmed as a "Buy," trading 15% below my $291 fair value estimate, with a solid long-term growth outlook. APD targets 8.1% adjusted EPS growth in FY 2026, driven by new asset contributions, strong non-helium pricing, and an expanded $250 million cost reduction plan. Leverage remains healthy at 2.2x net debt/EBITDA, with capex set to decline post-NEOM project, supporting dividend safety and future payout growth.

Seeking Alpha • 10 hours ago

3 Strong Dividend Growers for Income Without Rate Risk

For many income-oriented investors, buying dividend stocks means looking for utilities names and real estate investment trusts (REITs). These companies typically offer consistent payouts for regular income, and some of the highest yields

MarketBeat • Jan 9, 2026

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Air Products and Chemicals, Inc. - APD

NEW YORK, Jan. 8, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  Air Products and Chemicals, Inc. ("Air Products" or the "Company") (NYSE: APD). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext.

PRNewsWire • Jan 8, 2026

APD Investors Have Opportunity to Join Air Products and Chemicals, Inc. Fraud Investigation with the Schall Law Firm

LOS ANGELES, Jan. 07, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Air Products and Chemicals, Inc. (“Air Products” or “the Company”) (NYSE: APD) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

GlobeNewsWire • Jan 7, 2026

Best Dividend Aristocrats For January 2026

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.

Seeking Alpha • Dec 31, 2025

What's Next With APD Stock After A 25% Drop?

It's rare for a company recognized for its stability, consistent dividends, and understated operations to experience a nearly 25% decline within a single year, but that is precisely what occurred to Air Products & Chemicals (NYSE: APD). For a stock that seldom undergoes significant fluctuations, the drop from approximately $315–$330 a year ago to around $236 in late 2025 has taken many long-term investors by surprise.

Forbes • Dec 12, 2025

Air Products And Chemicals: De-Risking Moves Support A Re-Rating

Despite a flat EPS, underlying performance held up, and guidance for 2026 exceeded expectations, helped by cost discipline and a healthier earnings trajectory. Progress with Yara on both Louisiana and NEOM provides clearer offtake visibility, strengthens project economics, and helps address commercial risks that previously weighed on sentiment. With EPS growth poised to accelerate (+7–9% in FY26) and CAPEX trending lower, we remain buyers.

Seeking Alpha • Dec 12, 2025

Air Products & Yara Advance Talks on Low-Emission Ammonia Projects

APD and Yara move toward a partnership on large low-emission ammonia projects, including a major deal at the Louisiana Clean Energy Complex.

Zacks Investment Research • Dec 9, 2025

Air Products Stock Drops As Talks With Yara Continue

Air Products and Chemicals Inc. (NYSE: APD) and Yara International ASA (OTC: YARIY) are collaborating to connect low-emission ammonia supplies from projects in Louisiana and Saudi Arabia to Yara's global distribution network, with the aim of making key commercial decisions in 2026.

Benzinga • Dec 8, 2025

Air Products and Chemicals, Inc. (APD) Discusses Partnership with Yara International on Low-emission Ammonia Projects in US and Saudi Arabia Transcript

Air Products and Chemicals, Inc. (APD) Discusses Partnership with Yara International on Low-emission Ammonia Projects in US and Saudi Arabia Transcript

Seeking Alpha • Dec 8, 2025