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Recent Articles
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Macy’s Raises Outlook for 2025
Dec 8, 2025
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Image Source: TradingView.
Macy’s revised its 2025 guidance, raising its net sales and adjusted diluted earnings per share targets. Its updated guidance reflects a consumer that is more “choiceful” in the fourth quarter and that current tariffs remain in place. Net sales for 2025 are targeted in the range of $21.475-$21.625 billion, up from $21.15-$21.45 billion previously. Go-forward comparable O+L+M sales change is now expected to be flat to up 1% versus down 1.5% to flat previously. Core adjusted EBITDA margin is targeted in the range of 7.5%-7.7% compared to 7.0%-7.5% previously. Adjusted earnings per share for the year is expected in the range of $2.00-$2.20, up from $1.70-$2.05 previously.
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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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