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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Mar 31, 2025
FedEx Lowers Outlook Again
Image: TradingView. For 2025, FedEx now expects revenue to be flat to slightly down year-over-year, compared to its prior forecast of approximately flat. Diluted earnings per share is targeted at $15.15 to $15.75 before mark to market retirement plans accounting adjustments compared to the prior forecast of $16.45-$17.45. Excluding costs related to business optimization initiatives, international regulatory and legacy FedEx Ground legal matters, and the planned spinoff of FedEx Freight, it is targeting diluted earnings per share in the range of $18.00-$18.60 from $19.00-$20.00 previously.
Mar 28, 2025
Dividend Increases/Decreases for the Week of March 28
Let's take a look at firms raising/lowering their dividends this week.
Mar 22, 2025
Nike Faces Continued Revenue Declines
Image: Nike’s shares remain under pressure. Nike had the following to say about its outlook on the conference call: “Our fourth quarter guidance includes our best assessment of these factors based on the data we have available to us today. We expect Q4 revenues to be down in the mid-teens range, albeit at the low end. This includes several points of unfavorable shipment timing in North America, as well as 2 points of negative impact from foreign exchange headwinds. We expect Q4 gross margins to be down approximately 400 basis points to 500 basis points, including restructuring charges during the same period last year. We have included the estimated impact from newly implemented tariffs on imports from China and Mexico.” Nike continues to be in the early stages of a turnaround. Shares yield 2.4% at the time of this writing.
Mar 21, 2025
Dividend Increases/Decreases for the Week of March 21
Let's take a look at firms raising/lowering their dividends this week.
Mar 17, 2025
Realty Income Has Raised Its Dividend 130 Times Since Listing on the NYSE in 1994
Image Source: Realty Income. In March 2025, Realty Income announced its 130th dividend increase since it listed on the NYSE in 1994. The annualized dividend amount now stands at $3.222 per share compared to the prior annualized dividend amount of $3.216 per share. Looking to 2025, Realty Income’s net income per share is expected between $1.52-$1.58, AFFO per share is targeted at $4.22-$4.28, while same store rent growth is expected to be approximately 1% on occupancy over 98%. As of December 31, 2024, the REIT had $3.7 billion of liquidity. We like Realty Income but don’t include shares of the REIT in any newsletter portfolio. Shares yield 5.7% at the time of this writing.
Mar 17, 2025
Dollar General’s Long-term Framework Looks Achievable
Image Source: TradingView. Dollar General updated its long-term financial framework for the next five years. Its annual goal includes net sales growth of 3.5%-4%, same-store sales growth of 2%-3%, adjusted operating margin of 6%-7% beginning in 2028-2029, adjusted diluted earnings per share growth of 10%+ beginning in 2026, new unit growth of approximately 2% and capital spending of approximately 3% of net sales. Though its long-term plans look achievable, Dollar General is no longer an idea in any of the newsletter portfolios.
Mar 14, 2025
Dividend Increases/Decreases for the Week of March 14
Let's take a look at firms raising/lowering their dividends this week.
Mar 11, 2025
Dick’s Sporting Goods Raises Quarterly Payout
Image Source: TradingView. Dick’s Sporting Goods continues to be shareholder friendly, with the board authorizing a 10% increase in its quarterly dividend, to $4.85 on an annualized basis, and a new five-year share repurchase program up to $3 billion. Looking to 2025, Dick’s Sporting Goods expects full year comparable sales growth to be in the range of 1%-3%, net sales to be in the range of $13.6-$13.9 billion, and earnings per diluted share in the range of $13.80-$14.40, the latter compared to $14.05 in full year 2024. The company expects to open roughly 16 additional House of Sport locations and about 18 additional Dick’s Field House locations in 2025. Dick’s Sporting Goods ended its fiscal year with $1.69 billion in cash and cash equivalents and total debt of $1.48 billion. We continue to like Dick’s Sporting Goods as an idea in the Dividend Growth Newsletter portfolio.
Mar 10, 2025
Oracle Raises Dividend 25%
Image Source: TradingView. Oracle reported third quarter fiscal 2025 results March 10 that missed the consensus estimates, but a strong Remaining Performance Obligation number and a dividend raise were enough for investors. Total revenue increased 6% in USD and 8% in constant currency for the fiscal third quarter. GAAP earnings per share advanced 20% year-over-year, while non-GAAP earnings per share increased 4%, to $1.47. Total Remaining Performance Obligations jumped 62% in USD (up 63% in constant currency), to $130 billion.
Mar 9, 2025
Broadcom Remains a Free Cash Flow Cow
Image: Broadcom’s shares have done quite well since the beginning of 2023. Broadcom’s cash from operations was $6.1 billion for the first quarter, less capital expenditures of $100 million, resulting in free cash flow of $6 billion, or 40% of revenue. Looking to the second quarter of fiscal 2025, management expects revenue of approximately $14.9 billion, above the $14.59 billion consensus estimate, and second quarter adjusted EBITDA to be 66% of projected revenue. Broadcom ended the quarter with $9.3 billion in cash and cash equivalents and short-and long-term debt of $66.6 billion. Though its balance sheet is saddled with an outsized debt load, it remains a free cash flow cow.


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