Inflation Is Running Above 3%. These 3 Dividend Stocks Can Keep Up.

Impact · against what's priced in

ADP is the only clear winner as the EPS beat and raised guidance provide concrete evidence of growth acceleration that the market had previously not fully baked in. For NEE and PEP, the dividend growth commitments and pricing power mentions are already reflected in their respective valuations, leaving the stocks unchanged.

ADP+0.60

Challenges what's priced in

The price assumes

price DECLINES: A sustained acceleration in Global and PEO revenue that pushes overall growth into the high single digits