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Dividend Increases/Decreases for the Week of October 18

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Recent Articles

NextEra Energy’s Outlook Looks Great Sep 3, 2024: Image Source: NextEra Energy.

NextEra Energy reiterated its long-term financial expectations. “For 2024, NextEra Energy continues to expect adjusted earnings per share to be in the range of $3.23 to $3.43. For 2025, 2026 and 2027, NextEra Energy expects adjusted earnings per share to be in the ranges of $3.45 to $3.70, $3.63 to $4.00 and $3.85 to $4.32, respectively. NextEra Energy also continues to expect to grow its dividends per share at a roughly 10% rate per year through at least 2026, off a 2024 base.” As far as utilities are concerned, we like NextEra Energy, and the company continues to be a key position in the ESG Newsletter portfolio.

Campbell Soup’s Sovos Acquisition Helps Power Fiscal Fourth Quarter Results Sep 3, 2024: Image Source: Campbell Soup.

Looking to fiscal 2025, Campbell’s net sales are expected to expand 9%-11% thanks to a twelve-month contribution of Sovos Brands, offset in part by the divestiture of Pop Secret. Organic net sales are expected to be flat to up 2%, which reflects positive volume/mix compared to last year. Adjusted EBIT growth is targeted at 9%-11%, including Sovos and the impact of the divestiture of Pop Secret. Adjusted earnings per share growth is expected in the range of 1%-4%, inclusive of Sovos acquisition and Pop Secret divestiture, to $3.12-$3.22 (versus $3.23 consensus).

Lululemon Lowers 2024 Outlook Aug 30, 2024: Image: Lululemon’s shares have come under pressure recently.

Looking to 2024, Lululemon now expects net revenue in the range of $10.375-$10.475 billion, representing growth of 8%-9%, below consensus numbers and lower than its initial guidance of $10.7-$10.8 billion. Diluted earnings per share is now expected to be in the range of $13.95-$14.15 for the year, down from previous guidance of $14.27-$14.47. We have no plans to add Lululemon to any newsletter portfolio.

Dividend Increases/Decreases for the Week of August 30 Aug 30, 2024: Let's take a look at firms raising/lowering their dividends this week.

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