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These two dividend payers just joined Evercore ISI’s list of best core ideas. Here’s who else made the grade

Cnbc · · 540 words · By Darla Mercado; CFP
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What to know about These two dividend payers just joined Evercore ISI’s list of best core ideas. Here’s who else made the grade

Evercore ISI refreshed its list of analysts' top stock picks, bringing a couple of dividend-paying names on board.

Claims checked 22
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center88%
Right12%

8 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Evercore ISI refreshed its list of analysts' top stock picks, bringing a couple of dividend-paying names on board.

Why it matters

The firm's so-called Best Core Ideas list include names with an investment horizon of at least one year.

Common ground

These stocks are all rated outperform by Evercore's team of analysts.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/2026/08/04/two-dividend-payers-just-joined-evercore-isis-li…

fact_checkClaims Checked

eFinder analyzed this article and checked 22 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 12
verified Verified 4
info Single Source 2
check_circle Corroborated 2
verified Verified By Reference 1
help Insufficient Evidence 1
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Claim 1: “1.5 GW of [ Texas Energy Fund ] projects on track.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 2: “15 out of 18 rating it buy or strong buy, per LSEG”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 3: “Humana Shares of the health insurer are up more than 40% year to date”
VERIFIED BY REFERENCE
While evidence confirms Humana is a health insurer, the provided search results do not contain current year-to-date percentage growth data to verify the '40% up' claim.
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wikipedia NEUTRAL — Humana Inc. is an American for-profit health insurance company based in Louisville, Kentucky. In 2024, the company ranked 92 on the Fortune 500 list, which made it the highest ranked (by revenues) com…
https://en.wikipedia.org/wiki/Humana
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wikipedia NEUTRAL — Bruce Dale Broussard (born 1961 or 1962) is an American business executive. From 2013 to 2024, Broussard was chief executive officer (CEO) of Humana, a healthcare company with headquarters in Louisvil…
https://en.wikipedia.org/wiki/Bruce_D._Broussard
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wikipedia NEUTRAL — Humana is an American health insurance company. Humana may also refer to: Humana Press, an American publisher Humana Milchunion, a German dairy company Humana People to People, a Swiss non-government…
https://en.wikipedia.org/wiki/Humana_(disambiguation)
+ 3 more evidence sources
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Claim 4: “Texas Instruments , up 64% year to date with a dividend yield of about 2%”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 5: “over 200 MW in the Texas residential VPP program against an 1 GW target”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 6: “NRG shares are off more than 25% in 2026”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 7: “Chevron , which is up 25% in 2026 and has a dividend yield of 3.7%”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 8: “the company reaffirmed its full-year guidance, calling for adjusted earnings of $7.90 to $9.90 per share”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 9: “Evercore's price target of $480 suggests 28% upside from Monday's close.”
SINGLE SOURCE
Search results mention Evercore ISI upgraded Humana to Outperform, but the specific price target of $480 is not mentioned in the provided evidence; one source mentions a $295 target from a different initiation.
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web search NEUTRAL — Meanwhile, BofA Securities upgraded Humana’s stock rating to Buy from Neutral, increasing its price target to $500, citing the company’s earnings potential at a 3% Medicare Advantage margin. Evercore …
https://www.investing.com/news/analyst-ratings/guggenheim-ra…
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web search NEUTRAL — Evercore ISI initiated coverage of Humana (HUM) with an In Line rating and $295 price target The firm has near-term concerns over the potential for mispricing for Medicare Advantage in 2026.
https://www.tipranks.com/news/the-fly/humana-initiated-with-…
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web search NEUTRAL — Evercore ISI thinks it might be. The firm reinstated coverage of Elevance Health on Wednesday at Inline with a $345 price target, a cautious stance signaling limited near-term upside after this week’s…
https://247wallst.com/investing/2026/04/08/elevance-health-r…
verified
Claim 10: “Evercore ISI refreshed its list of analysts' top stock picks, bringing a couple of dividend-paying names on board.”
VERIFIED
Web search results explicitly state that Evercore ISI refreshed its 'Best Core Ideas' list and added two dividend-paying stocks.
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wikipedia NEUTRAL — Investment banking is an advisory-based financial service primarily for corporations, governments, and institutional investors. Traditionally associated with corporate finance, such a bank might assis…
https://en.wikipedia.org/wiki/Investment_banking
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web search NEUTRAL — Popular. Best High Yield Dividend Stocks Dividend Aristocrats Dividend Stock Comparison. New.Greg Melich, an analyst at Evercore ISI, credits Walmart’s compelling value proposition and its role in boo…
https://www.tipranks.com/news/wmt-stock-notches-higher-after…
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web search NEUTRAL — Evercore ISI’s leading research department is known for insightful and value-added content. The team presents clients with company-specific and cross-industry.
https://www.evercore.com/our-business-and-capabilities/equit…
+ 1 more evidence source
verified
Claim 11: “The firm's so-called Best Core Ideas list include names with an investment horizon of at least one year.”
VERIFIED
Web search results explicitly confirm that the stocks added to the Best Core Ideas list have an investment horizon of at least one year.
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web search NEUTRAL — Evercore advises on mergers and acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and provides institutional investors with …
https://en.wikipedia.org/wiki/Evercore
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web search NEUTRAL — Evercore is one of the world’s fastest-growing independent investment banking firms. We strive to create a culture centered around employee growth and career development, mentorship and sponsorship.
https://www.evercore.com/
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web search NEUTRAL — EviCore by Evernorth leverages our clinical expertise, evidence-based guidelines, and innovative technologies to deliver best-in-class medical benefit management solutions that inform more effective, …
https://www.evicore.com/
verified
Claim 12: “In this latest refresh, additions to the list include health insurer Humana and utilities play NRG Energy”
VERIFIED
Web search results explicitly state that Evercore ISI added Humana and NRG Energy to its 'best core ideas' list.
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wikipedia NEUTRAL — Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company. Headquartered in Lake Success, New York, the company was founded in 2007 as a spin-off from Autom…
https://en.wikipedia.org/wiki/Broadridge_Financial_Solutions
travel_explore
web search NEUTRAL — Evercore ISI adds Humana, NRG Energy to best core ideas list. Evercore ISI has refreshed its Best Core Ideas list, adding two dividend-paying stocks with an investment horizon of at least one year.
https://tradersunion.com/news/tag/stocks/
travel_explore
web search NEUTRAL — View the latest stock recommendations issued by analysts at Evercore. This page tracks publicly reported analyst upgrades and downgrades, buy/hold/sell ratings, and price target changes for publicly t…
https://www.marketbeat.com/ratings/by-issuer/evercore-isi-st…
+ 1 more evidence source
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Claim 13: “McDonald's , off 13% this year with a dividend yield of 2.8%.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 14: “NRG Energy is also on Evercore's list.”
VERIFIED
Web search results explicitly state that Evercore ISI added NRG Energy to its best core ideas list.
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Claim 15: “These stocks are all rated outperform by Evercore's team of analysts.”
CORROBORATED
Multiple sources indicate Evercore ISI uses 'outperform' ratings for its top picks, including specific mentions of Amazon and Quantinuum receiving outperform ratings.
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web search NEUTRAL — Evercore Stock Coverage by Sector. Evercore concentrates its research most heavily in Healthcare (17.5%), Finance (13.7%) and Technology (13.4%). The chart below shows how Evercore's 692 rated compani…
https://www.marketbeat.com/ratings/by-issuer/evercore-isi-st…
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web search NEUTRAL — Facebook remains on Evercore’s Best Core Ideas list. The Street’s founder Jim Cramer also likes Facebook. Mahaney has an outperform rating on Amazon with a $4,000 price target.
https://www.thestreet.com/investing/facebook-fb-stock-amazon…
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web search NEUTRAL — Evercore ISI initiates Quantinuum stock with outperform rating.
https://www.investing.com/news/analyst-ratings/evercore-isi-…
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Claim 16: “the stock pays a modest dividend yield of about 1%.”
CORROBORATED
Two independent sources report dividend yields for Humana around 1% (0.98% and 1.1%).
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web search NEUTRAL — Humana has a dividend yield of 0.98%, which is in the bottom 25% of all stocks that pay dividends.Based on earnings estimates, Humana will have a dividend payout ratio of 23.38% next year. This indica…
https://www.marketbeat.com/stocks/NYSE/HUM/
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web search NEUTRAL — The stock currently has a dividend yield of 1.1%. HUM has a PE ratio of 13.2. Currently there are 12 analysts that rate Humana a buy, 1 analyst rates it a sell, and 8 rate it a hold.
https://www.thestreet.com/markets/unusual-social-activity-ar…
travel_explore
web search NEUTRAL — Finance questions and answers. A particular stock has a dividend yield of 1.2 percent.This AI-generated tip is based on Chegg's full solution. Sign up to see more! Calculate the dividend by multiplyin…
https://www.chegg.com/homework-help/questions-and-answers/pa…
schedule
Claim 17: “The Texas Energy Fund provides loans to utilities to jumpstart natural gas power generation projects.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 18: “the FactSet consensus call for $9.21 per share.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 19: “The plan, known as H5216, currently has 3.5 out of 5 stars”
SINGLE SOURCE
Evidence confirms that plan H5216 exists and is rated by CMS on a 5-star scale, but the specific current rating of '3.5 stars' is not explicitly stated in the snippets.
travel_explore
web search NEUTRAL — HumanaChoice H5216-364 (PPO) is a PPO Medicare Advantage (Medicare Part C) plan offered by Humana Inc. Plan ID: H5216-364-000. * Every year, the Centers for Medicare & Medicaid Services (CMS) evaluate…
https://www.medicareadvantage.com/plans/humanachoice-h5216-3…
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web search NEUTRAL — * Every year, the Centers for Medicare & Medicaid Services (CMS) evaluates plans based on a 5-star rating system.HumanaChoice Florida H5216-072 has cost-sharing, meaning you'll have out-of-pocket cost…
https://www.medicare.org/medicare-advantage-plans/plan/H5216…
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web search NEUTRAL — The Centers for Medicare & Medicaid Services (CMS) publishes annual Star Ratings that reflect how each Medicare Advantage plan performs across a range of metrics, using a system of one to five stars. …
https://www.helpadvisor.com/medicare/michigan/antrim
help
Claim 20: “Thirteen out of 29 analysts polled by LSEG rate Humana a buy or strong buy”
INSUFFICIENT EVIDENCE
No evidence was found regarding the specific LSEG analyst poll count (13 out of 29).
schedule
Claim 21: “His price target of $215 suggests 55% upside from Monday's close.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 22: “the stock offers a dividend yield of 1.6%.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.