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- Pharma Giant Doubles Down on AI and Expansion After Explosive Q3
Pharma Giant Doubles Down on AI and Expansion After Explosive Q3
After a blockbuster quarter with stunning revenue growth, this pharmaceutical leader is now powering new drug candidate discovery through next-gen AI.
After posting stellar third-quarter results, the pharma powerhouse is signalling that the best may be yet to come.
Massive new investments in AI and manufacturing hint at even greater momentum ahead. Here’s everything you need to know.

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Private Credit
When the World’s Biggest Money Manager Got Catfished by a Telecom Guy

BlackRock (NYSE: BLK) just stumbled into a private-credit nightmare that reads like a movie plot. A telecom owner allegedly faked customer invoices, turning imaginary cash flow into real loans from some of Wall Street’s most trusted lenders.
Now the world’s largest asset manager is chasing roughly half a billion dollars that may have vanished into thin air. You can imagine the emergency meetings and strong coffee being poured in BlackRock’s boardrooms right now.
Credit’s Dark Alley
The case shines a spotlight on private credit, one of the fastest-growing corners of finance. The returns are huge, but the rules are thin, and this mess proves how easy it can be for something glossy on paper to fall apart in real life.
BlackRock and its partners are now digging through every document and audit trail, trying to find what was real and what was wishful thinking. It’s a harsh reminder that yield always comes with a side of risk.
The Reputation Rerun
Private credit made BlackRock a fortune and a lot of bragging rights. But this scandal puts the spotlight on how the firm checks its deals and who it trusts.
If you’re watching from the sidelines, the takeaway is simple: even the giants trip when the paper trail turns into confetti. And this one could leave footprints across the whole credit industry.
BLK currently trades at $1,081 and pays a dividend of $20.84 per share, a yield of 1.93%.

Food & Beverage
The Soda Giant That’s Finally Dressing Like a Billion-Dollar Brand

PepsiCo (NASDAQ: PEP) has unveiled its first full rebrand in 25 years, replacing the old logo with a sleek, bold, and future-ready design. It’s part of a larger push to remind the world that PepsiCo isn’t just about soda anymore.
The refreshed design ties together a massive portfolio of over 500 brands, including Gatorade, Quaker, Tostitos, and Siete. It’s the corporate version of cleaning your whole closet and realizing you’ve been sitting on designer pieces all along.
From Pop To Powerhouse
This rebrand isn’t just about colors or fonts; it’s about signaling who PepsiCo wants to be. The company is leaning into health, sustainability, and global lifestyle trends that outlast any fleeting trend.
You can already see it positioning itself as a brand that fuels athletes, families, and snack lovers all under one modern identity. The strategy feels less like a redesign and more like a relaunch.
The Taste Of The Future
For PepsiCo, the update tells consumers and investors the same thing: we’re not fading, we’re evolving. A sharper image means sharper relevance in a world where attention is the new currency.
And if you’ve ever thought Pepsi was just a soda label, this glow-up is your reminder that it’s quietly becoming a brand that wants a spot on your table and your feed.
PEP currently trades at $146 and pays a dividend of $5.69 per share, a yield of 3.88%.

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Pharma
From Band-Aids To Lawsuits, J&J’s Brand Keeps Taking Hits

Johnson & Johnson (NYSE: JNJ) and its spinoff, Kenvue, are back in legal headlines after
Texas filed a lawsuit over claims that Tylenol use during pregnancy could be linked to autism and ADHD. The science is still unproven, but the accusations are loud enough to echo across both companies.
For J&J, the timing is rough. It split off Kenvue last year to move past old consumer-product headaches, yet somehow the past keeps finding its way back.
The Legal Boomerang
J&J says Kenvue is now fully responsible for its over-the-counter lineup, including Tylenol, but that doesn’t stop the brand fallout. Courtroom drama tends to spread faster than any press release, and investors are watching closely for signs of damage control.
Every new lawsuit keeps reopening questions about accountability, transparency, and how far a corporate spinoff can really protect a parent company. You can sense how tense those boardroom conversations must be.
A Bitter Pill to Swallow
Even if the financial hit stays small, legal noise always dents public trust. For a company built on health and care, that sting cuts deep.
If you’re tracking J&J’s next move, watch how it handles this latest flare-up. The science may be uncertain, but the PR headache is very real, and Tylenol won’t fix it this time.
JNJ currently trades at $188 and pays a dividend of $5.20 per share, a yield of 2.76%

Dividend Stocks Worth Watching
Eli Lilly (NYSE: LLY) confirmed that its Q3 has been nothing short of explosive in Thursday’s earnings call – but it isn’t done quite yet. The company reported a 54% YoY revenue increase and raised its full-year revenue guidance to $63–$63.5B, but it also has several aces up its sleeve that could drive even stronger results in Q4.
It will invest around $1.2 billion at its current manufacturing site in Carolina, Puerto Rico, for example, to boost output of its oral solid-dosage medicines. It has also announced a new partnership with chip giant NVIDIA to build the pharma industry’s most powerful supercomputer to search for new drug candidates. That’s set to come online next year. In the meantime, it has a full R&D pipeline, is on the fast track to FDA approval for some drugs, and sales of its diabetes and weight loss medicines are soaring.
LLY currently pays a $1.50 dividend, with a 0.71% yield.
American Water Works (NYSE: AWK) will acquire Essential Utilities (NYSE: WTRG), creating a new $63 billion company and confirming its status as the country’s leading regulated water utility. The combined entity will provide water to almost 5 million buildings in 17 states, including Texas, Ohio, and New Jersey. AWK will also boost its treatment plants and other infrastructure. The $12 billion deal is expected to close in early 2027.
AWK currently pays an 83-cent dividend, yielding 2.59%.
Alphabet, Inc. (NYSE: GOOG) has overshadowed peers like Meta (NYSE: META) after earning more than $100 billion in revenue in a single quarter for the first time. The record revenue came from the golden trifecta of Search, Cloud, and YouTube. The AI-powered Cloud department shone especially bright, with a 34% year-over-year revenue growth. The $100 billion milestone is made all the more impressive by the fact that revenue was half that exactly five years ago.
GOOG pays a 21-cent dividend with a 0.30% yield.

Dividend Increases
PBI has increased its dividend to 9 cents, up 12.50%. Its new yield is 3.21%.
MPC has boosted its dividend to 91 cents, an increase of 9.89%. Its new yield is 2.05%.
UAN has raised its dividend to $4.02, a 3.34% increase. Its new yield is 17.41%.
BPRN has lifted its dividend to 35 cents, a rise of 16.67%. Its new yield is 4.58%.
Dividend Decreases
GSK has trimmed its dividend to 41 cents, a 0.84% reduction. Its new yield is 3.63%.
DHT has cut its dividend to 18 cents, a 25% decline. Its new yield is 5.54%.
KHC has cut its dividend to 40 cents, a 78.49% reduction. Its new yield is 6.56%

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Upcoming Dividend Payers
PECO’s ex-dividend date for the forthcoming 11-cent payment is 11/04/25.
LOW’s ex-dividend date for the forthcoming $1.20 payment is 11/05/25.
GGG’s ex-dividend date for the forthcoming 28-cent payment is 11/05/25.
AM’s ex-dividend date for the forthcoming 23-cent payment is 11/05/25.

Everything Else
Delta Airlines has appealed to Congress to end the government shutdown, citing the toll that unpaid work is taking on already stretched air traffic controllers.
Honda has limited production at some of its auto factories, including facilities in the USA, due to a semiconductor chip shortage.
Restaurant Brands International, which owns brands including Canadian coffee shop Tim Hortons, has proven resilient amid a slowdown in casual dining. It reported substantial revenues and earnings above Wall Street expectations during a Thursday earnings call.
Is Starbucks turning a corner? The coffee company reported an increase in same-store sales for the first time in two years this week, as its turnaround plan gathers pace.

That’s all for today’s edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com


