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Recent Articles
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The TJX Companies Raises Fiscal 2026 Outlook
Dec 8, 2025
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Image Source: TradingView.
For the fourth quarter of fiscal 2026, The TJX Companies continues to plan for consolidated comparable sales growth to be 2%-3%, pretax profit margin in the range of 11.7%-11.8%, and diluted earnings per share to be in the range of $1.33-$1.36. For the full year fiscal 2026, the company is now expecting consolidated comparable sales growth of 4%, a pretax profit margin outlook of 11.6% -- up 0.1% versus the prior outlook -- and diluted earnings per share in the range of $4.63-$4.66, representing a 9% increase from the prior year’s mark of $4.26.
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NextEra Energy Expects Continued Dividend Growth
Dec 5, 2025
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Image Source: NextEra Energy.
NextEra reiterated its long-term financial expectations. For 2025, NextEra Energy expects adjusted earnings per share to be in the range of $3.45-$3.70. For 2026 and 2027, NextEra Energy expects adjusted earnings per share to be in the ranges of $3.63-$4.00 and $3.85-$4.32, respectively. The utility also expects to grow its dividends per share at a roughly 10% annual rate through at least 2026, off a 2024 base. We continue to like NextEra Energy’s fundamentals, and the firm remains a key idea in the ESG Newsletter portfolio.
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Energy Transfer Expects to Invest $5 Billion in Growth Capital in 2026
Nov 29, 2025
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Image Source: TradingView.
In October 2025, Energy Transfer announced a quarterly cash distribution of $0.3325 per common unit ($1.33 annualized) for the quarter, reflecting more than a 3% increase from the third quarter of 2024. Long-term debt totaled $63.1 billion at the end of the quarter, while the firm had $3.44 billion of available borrowing capacity under its revolving credit facility. For 2025, Energy Transfer now expects results to be slightly below the lower end of its previously issued adjusted EBITDA guidance in the range of $16.1-$16.5 billion. Growth capital expenditures are expected to be $4.6 billion in 2025 and $5 billion in 2026. Energy Transfer yields 8.1% at the time of this writing.
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Home Depot Pressured By Lack of Storm Activity
Nov 29, 2025
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Image Source: TradingView.
Home Depot updated its guidance for fiscal 2025 to reflect third quarter performance, continued pressure in the fourth quarter from the lack of storm activity, and ongoing consumer uncertainty and housing pressure. Total sales growth for the year is targeted to be approximately 3.0% (was 2.8%), while comparable sales growth is expected to be slightly positive for the 52-week period (was 1%). The home improvement retailer is targeting a gross margin of 33.2% and an adjusted operating margin of approximately 13% for the year. Adjusted diluted earnings per share is expected to decline roughly 5% from $15.24 in fiscal 2024 (was a decline of 2%). It plans to open 12 new stores for the year, with capital expenditures expected at approximately 2.5% of total sales. Though 2025 earnings guidance missed the mark, we continue to like Home Depot as a dividend growth idea. Shares yield 2.6% at the time of this writing.
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