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Recent Articles
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ASML Holding’s Net Bookings Beat Expectations
Oct 17, 2025
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Image Source: TradingView.
Looking to the fourth quarter of 2025, ASML expects total net sales between €9.2 billion and €9.8 billion, the midpoint above the consensus forecast, and a gross margin between 51%-53%. For the full year 2025, total net sales are targeted to increase around 15% relative to 2024, with a gross margin around 52%. The company pays an interim dividend of €1.60 per ordinary share and repurchased around €148 million worth of shares in the third quarter. We like the momentum behind ASML’s business and continue to include shares in the ESG Newsletter portfolio.
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Dividend Increases/Decreases for the Week of October 17
Oct 17, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Key Comments from the Banks This Earnings Season
Oct 15, 2025
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Image: The banks continue to perform well.
Let's read through key comments from banking executives this earnings season.
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PepsiCo’s Earnings Stagnate While Organic Revenue Expands
Oct 10, 2025
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Image Source: TradingView.
Looking to 2025, PepsiCo continues to expect a low-single-digit increase in organic revenue and core constant currency earnings per share to be approximately even with the prior year. Management expects total cash returns to shareholders of approximately $8.6 billion, comprised of dividends of $7.6 billion and share buybacks of $1.0 billion. On a core earnings per share basis, the company expects a 0.5% decline in 2025 versus previous expectations of a 1.5% decline and compared to core earnings per share of $8.16 in 2024. The company ended the quarter with debt obligations of $50.8 billion and cash and short-term investments of $8.7 billion. We like PepsiCo, but think there are better opportunities in the simulated newsletter portfolios.
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