|
|
Recent Articles
-
J.M. Smucker Sets Fiscal 2026 Earnings Outlook Below Consensus
Jun 22, 2025
-
Image: J.M. Smucker’s shares have been under pressure of late.
Looking to its fiscal year 2026 outlook, J.M. Smucker’s net sales are targeted to increase 2%-4% with adjusted earnings per share in the range of $8.50-$9.50 versus consensus of $10.25 per share. Comparable net sales are expected to increase approximately 3.5%-5.5%, which excludes noncomparable sales in the prior year related to the divestitures of the Voortman business and certain Sweet Baked Snacks value brands. Free cash flow is targeted at $875 million for the year, considering capital expenditures of $325 million. Shares yield 4.5% at the time of this writing.
-
Realty Income’s Monthly Dividend Is Durable
Jun 21, 2025
-
Image Source: Realty Income.
Looking to 2025, Realty Income largely reiterated its prior guidance, with the exception of net income per share being lowered to the range of $1.40-$1.46 from $1.52-$1.58 previously. Adjusted funds from operations was reiterated in the range of $4.22-$4.28 per share for the year with same store rent growth of approximately 1%. Occupancy is targeted at over 98% while investment volume is expected to be approximately $4 billion. We like the durability of Realty Income’s monthly dividend, with shares yielding 5.7% at the time of this writing.
-
Johnson & Johnson Remains an Innovation Powerhouse
Jun 21, 2025
-
Image Source: Johnson & Johnson.
J&J generated free cash flow of ~$3.4 billion in the first quarter compared to $2.85 billion in the year-ago period. Looking to full year 2025 guidance, J&J reiterated its adjusted operational sales growth target in the range of 2%-3%, but it raised its operational sales growth expectations to the range of 3.3%-4.3% from 2.5%-3.5% previously and its estimated reported sales growth guidance to the range of 2.6%-3.6% from 0.5%-1.5% previously. It lowered its adjusted operational earnings per share guidance for the year, but it maintained its adjusted diluted earnings per share guidance in the range of $10.50-$10.70, reflecting 6.2% growth at the midpoint. Shares yield 3.5% at the time of this writing.
-
Dividend Increases/Decreases for the Week of June 20
Jun 20, 2025
-
Let's take a look at firms raising/lowering their dividends this week.
|
