$DOW

Dow (DOW) yields 4.45% after halving its dividend, with Q2 2026 sales up 20%. U.S. Bancorp (USB) yields 3.33%, with Q2 EPS up 22%. Target (TGT) continues 50-year dividend streak, with digital comps up 9% and Marketplace GMV up 40%. All trade at forward P/E multiples at or below trailing multiples.

Bank of America reports that oil prices now explain 35% of daily share-price fluctuations for LyondellBasell (LYB), Dow (DOW), and CF Industries (CF), up from 12% before the conflict in the Strait of Hormuz. The disruption has also affected paint stocks like Sherwin-Williams (SHW), with oil prices now explaining 39% of its daily moves. BofA sees investment opportunities in Axalta (AXTA), Ecolab (ECL), PPG (PPG), and RPM (RPM), citing potential margin improvements.

Covestro declared force majeure due to low Rhine water levels, disrupting propylene oxide supply. Ancora offered $1.1B-$1.2B for H.B. Fuller's building adhesives unit. Form Energy raised $750M for iron-air battery production. Trinseo restarted sale of its Americas Styrenics stake. Veolia sued chemical firms over PFAS contamination. X-energy got $1B for Dow's nuclear project.

X-energy said the U.S. Department of Energy told it it will receive $1 billion in additional public funding for a nuclear power project in Seadrift, Texas, with Dow Inc. Total DOE funding since 2021 could reach $2.15 billion. The award follows a 50/50 cost share. Dow and X-energy filed a NRC construction permit application, targeting early 2030s operations.

Dow announced it will keep its quarterly dividend at $0.35 per share, payable Sept. 11. The company said the payment will go to holders of record as of Aug. 31. The announcement is relevant for dividend-focused investors and for assessing near-term cash return expectations.

Dow (NYSE: DOW) declared a quarterly dividend of $0.35 per share, payable September 11, 2026. Shareholders of record are set for August 31, 2026. The company said this is its 460th consecutive dividend paid since 1912, according to the press release.

Dow (NYSE:DOW) said SweetNight selected Dow and GoodBed to conduct independent mattress testing and consumer education. The article notes DOW shares are down 24.3% over 90 days but up 20.9% year to date and 45.5% over one year. It cites a “fair value” of $35.69 versus a $29.34 close and targets at least $1B annual cost reductions by 2026.

Dow Chemical Co. and Huntsman agreed to settle a price-fixing lawsuit alleging they, with other companies, manipulated prices of chemicals used to make polyurethane. According to the settlement terms, the two firms will pay a combined $20 million. The deal ends the claims in the suit.

Dow Inc. shares fell 3.3% as investors questioned the durability of its late-July earnings rebound. According to Dow, Q2 net sales rose 20% year over year to $12.1 billion and operating EBIT increased to $1.6 billion, driven mainly by higher prices and productivity. Analysts cited weak demand and overcapacity concerns, and at least one firm cut its rating.

Iran conflict and Strait of Hormuz disruption have tightened petrochemical supply, enabling major chemical makers to raise prices. LyondellBasell reported Q2 adjusted earnings of $1.4B, up nearly 600% YoY. Dow sales rose 19.7% and swung to profit. BASF profits rose 167% with 16% higher sales. Executives warn the boost may be temporary.