Trump Tariffs: Stocks That Could Benefit in 2025

Trump’s 2025 tariff policy introduces a sweeping 10% tax on all imported goods, with higher rates for countries running large trade surpluses with the U.S. While this may hurt global supply chains, it opens the door for U.S.-centric businesses to gain market share. This page spotlights public companies positioned to benefit from reshoring, domestic manufacturing incentives, and policy-driven boosts to sectors like defense, steel, and industrials. Use TipRanks data to track which names are gaining momentum under the new trade regime.

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X NUE DE LMT RTX OLN NWL AA CF TT

Trump Tariffs: Stocks That Could Benefit in 2025

Comparison Results

Trump Tariffs: Stocks That Could Benefit in 2025

Name	Price	Volume	Analyst Price Target	Analyst Consensus	Market Cap	P/E Ratio	Dividend Yield	Sector
X	$41.68	3.03M	xxxxxxxxxxxxx	1 Buy 4 Hold 0 Sell Hold	$9.51B	142.63	0.47%	Basic Materials
NUE	$117.10	1.86M	xxxxxxxxxxxxx	7 Buy 3 Hold 0 Sell Moderate Buy	$27.72B	21.39	1.81%	Basic Materials
DE	$497.50	1.60M	xxxxxxxxxxxxx	4 Buy 7 Hold 0 Sell Moderate Buy	$134.52B	21.97	1.25%	Industrials
LMT	$449.18	2.13M	xxxxxxxxxxxxx	7 Buy 8 Hold 0 Sell Moderate Buy	$110.86B	20.44	2.73%	Industrials
RTX	$130.79	4.84M	xxxxxxxxxxxxx	10 Buy 5 Hold 0 Sell Moderate Buy	$174.42B	38.28	1.93%	Industrials
OLN	$22.04	1.55M	xxxxxxxxxxxxx	4 Buy 10 Hold 1 Sell Hold	$2.63B	45.04	3.50%	Basic Materials
NWL	$5.91	7.19M	xxxxxxxxxxxxx	3 Buy 6 Hold 0 Sell Moderate Buy	$2.51B	-10.32	4.66%	Consumer Cyclical
AA	$29.61	9.36M	xxxxxxxxxxxxx	4 Buy 1 Hold 1 Sell Moderate Buy	$7.28B	8.32	1.42%	Basic Materials
CF	$85.97	2.22M	xxxxxxxxxxxxx	2 Buy 10 Hold 0 Sell Hold	$13.67B	11.13	2.37%	Basic Materials
TT	$419.66	1.34M	xxxxxxxxxxxxx	4 Buy 7 Hold 1 Sell Hold	$92.81B	34.62	0.83%	Industrials

Performance Comparison

United States Steel

41.79

3.75

9.86%

NUE

Nucor

118.96

-54.39

-31.38%

Deere

498.57

90.61

22.21%

LMT

Lockheed Martin

459.83

7.61

1.68%

RTX

130.72

27.63

26.80%

OLN

Olin

22.51

-33.13

-59.54%

NWL

Newell Brands

6.06

-2.02

-25.00%

Alcoa

28.65

-10.94

-27.63%

Cf Industries Holdings

87.73

14.26

19.41%

Trane Technologies

421.87

92.85

28.22%

Trump Tariffs: That Could Benefit in 2025 Latest News

Newell Brands Stockholders Approve Key Proposals at Meeting

Newell Brands ( ($NWL) ) has issued an announcement. On May 8, 2025, Newell Brands held its Annual...

7h ago

NWL

Nucor Stockholders Approve 2025 Strategic Plan

Nucor ( ($NUE) ) just unveiled an announcement. On May 8, 2025, Nucor held its Annual Meeting where...

8h ago

NUE

Lockheed Martin sees some added cost pressure in Arrow classified program

Asked while presenting at the Bank of America Industrials, Transportation & Airlines Key Leaders Conference about what the...

10h ago

LMT

Notable companies reporting before tomorrow’s open

Notable companies reporting before tomorrow’s open, with earnings consensus, include Walmart (WMT), consensus 58c… Alibaba (BABA), consensus $1.48…...

11h ago

WMT

White House touts Boeing aircraft, GE Aerospace engine sales to Qatar

“Today in Qatar, President Donald J. Trump signed an agreement with Qatar to generate an economic exchange worth...

13h ago

CF Industries put volume heavy and directionally bearish

Bearish flow noted in CF Industries (CF) with 6,318 puts trading, or 19x expected. Most active are 5/23...

14h ago

RTX upgraded to Buy from Hold at Benchmark

Benchmark upgraded RTX (RTX) to Buy from Hold with a $140 price target Published first on TheFly –...

16h ago

RTX

Nucor announces cybersecurity incident, says investigation ‘ongoing’

In a regulatory filing, the company stated, “Nucor (NUE) Corporation recently identified a cybersecurity incident involving unauthorized third...

18h ago

NUE

CF Industries price target raised to $91 from $87 at Barclays

Barclays raised the firm’s price target on CF Industries (CF) to $91 from $87 and keeps an Equal...

18h ago

Deere (DE) Is About to Report Q2 Earnings. Here’s What to Expect

Farm and construction equipment maker Deere & Company ($DE) is scheduled to announce its results for the second...

22h ago

CAT

Read the latest stock news and analysis from the TipRanks news team.

See All News >

Recent Analysts Ratings of Trump Tariffs: That Could Benefit in 2025 Stocks

Cf Industries Holdings

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-05-14

OLN

Olin

xxxxxxxxxxxxx

Sell

xxxxxxxxxxxxx

Reiterated

2025-05-12

United States Steel

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-05-06

NUE

Nucor

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-05-06

RTX

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2025-05-05

Trane Technologies

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-05-05

NWL

Newell Brands

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-05-05

LMT

Lockheed Martin

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-04-29

Alcoa

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-04-28

Deere

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2025-04-22

All Ratings >

Most Recent Earnings of Trump Tariffs: That Could Benefit in 2025 Stocks

United States Steel

May 01, 2025

Mar 01, 2025

-0.49 / -0.39

0.84

NUE

Nucor

Apr 28, 2025

Mar 01, 2025

0.69 / 0.77

2.68

Deere

Feb 13, 2025

Jan 01, 2025

3.12 / 3.19

8.53

LMT

Lockheed Martin

Apr 22, 2025

Mar 01, 2025

6.34 / 7.28

7.11

RTX

Apr 22, 2025

Mar 01, 2025

1.35 / 1.47

1.41

OLN

Olin

May 01, 2025

Mar 01, 2025

-0.10 / 0.04

0.677

NWL

Newell Brands

Apr 30, 2025

Mar 01, 2025

-0.06 / -0.01

0.36

Alcoa

Apr 16, 2025

Mar 01, 2025

1.68 / 2.15

0.16

Cf Industries Holdings

May 07, 2025

Mar 01, 2025

1.48 / 1.97

2.3

Trane Technologies

Apr 30, 2025

Mar 01, 2025

2.20 / 2.45

3.3

Trump Tariffs: That Could Benefit in 2025 - FAQ

Which Trump Tariffs: That Could Benefit in 2025 stocks have a "Strong Buy" analyst rating?

These Trump Tariffs: That Could Benefit in 2025 stocks currently have a "Strong Buy" analyst rating consensus:

None of the selected stocks have a “Strong Buy” analyst rating consensus.

Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?

United States Steel's stock price is currently $41.68, and its average 12-month price target is $43.00.

Nucor's stock price is currently $117.10, and its average 12-month price target is $144.75.

Deere's stock price is currently $497.50, and its average 12-month price target is $482.90.

Lockheed Martin's stock price is currently $449.18, and its average 12-month price target is $521.07.

RTX's stock price is currently $130.79, and its average 12-month price target is $138.21.

Olin's stock price is currently $22.04, and its average 12-month price target is $25.64.

Newell Brands's stock price is currently $5.91, and its average 12-month price target is $6.82.

Alcoa's stock price is currently $29.61, and its average 12-month price target is $31.67.

Cf Industries Holdings's stock price is currently $85.97, and its average 12-month price target is $87.09.

Trane Technologies's stock price is currently $419.66, and its average 12-month price target is $399.90.

Which Trump Tariffs: That Could Benefit in 2025 stocks pay dividends?

United States Steel does not currently pay dividends.

Nucor does not currently pay dividends.

Deere does not currently pay dividends.

Lockheed Martin currently pays a dividend of $3.30 which represents an annual dividend yield of 2.73%. Lockheed Martin's next Ex-dividend date is June 2, 2025 and its next payout date is June 27, 2025.

RTX currently pays a dividend of $0.68 which represents an annual dividend yield of 1.93%. RTX's next Ex-dividend date is May 23, 2025 and its next payout date is June 12, 2025.

Olin currently pays a dividend of $0.20 which represents an annual dividend yield of 3.50%. Olin's next Ex-dividend date is May 15, 2025 and its next payout date is June 13, 2025.

Newell Brands currently pays a dividend of $0.07 which represents an annual dividend yield of 4.66%. Newell Brands's next Ex-dividend date is May 30, 2025 and its next payout date is June 13, 2025.

Alcoa currently pays a dividend of $0.10 which represents an annual dividend yield of 1.42%. Alcoa's next Ex-dividend date is May 20, 2025 and its next payout date is June 6, 2025.

Cf Industries Holdings currently pays a dividend of $0.50 which represents an annual dividend yield of 2.37%. Cf Industries Holdings's next Ex-dividend date is May 15, 2025 and its next payout date is May 30, 2025.

Trane Technologies currently pays a dividend of $0.94 which represents an annual dividend yield of 0.83%. Trane Technologies's next Ex-dividend date is June 6, 2025 and its next payout date is June 30, 2025.