Air Products And Chemicals: Back In The Buy Column Now

Kody's Dividends Investing Group Follow Summary Air Products and Chemicals has meaningfully underperformed the S&P 500 index in recent months. New asset contributions, the electronics super-cycle, and the strategic pivot back toward industrial gas projects can power future adjusted EPS growth. APD’s adjusted net debt-to-adjusted EBITDA ratio improved sequentially to 2.1x in Q3 2026. The stock is trading at an 11% discount to my updated fair value estimate. APD appears poised for a 14% total return by the end ofFY 2027 and 10%+ annual total returns through FY 2031. Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn More » Bjoern Wylezich/iStock Editorial via Getty Images Market pullbacks can create compelling windows in high-quality blue chips. This is particularly true when temporary underperformance masks a major strategic pivot. While the broader market has inched higher in recent months, one stock has lagged as they restructure capital allocation. By shedding high-risk, capital-intensive This article was written by Kody's Dividends 10.95K Followers Follow Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey towards financial independence using dividend growth investing as the means to transform the dream of financial independence into a reality. It's also the inspiration of my pseudonym here on Seeking Alpha.By God's grace, I owe everything to my blog for introducing me to the Seeking Alpha community as an analyst. That's my story and I hope you enjoy my work examining dividend growth stocks and the occasional growth stock! Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.