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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Sep 25, 2025
Starbucks’ Turnaround Continues
Image Source: TradingView. During the fiscal third quarter, Starbucks opened 308 net new stores, ending the period with 41,097 stores. The company ended the quarter with 17,230 stores in the U.S. and 7,828 in China. Consolidated net revenues beat expectations in the quarter, increasing 4%, to $9.5 billion, or a 3% increase on a constant currency basis. Its non-GAAP operating margin, however, contracted 660 basis points, to 10.1%. Non-GAAP earnings per share of $0.50 declined 46% over the prior year and missed expectations. The coffee giant ended the quarter with $17.3 billion in short- and long-term debt and $4.7 billion in cash and investments. Starbucks’ global same store sales have now fallen for six consecutive quarters, but we expect improvement as the company heads into fiscal 2026. Shares yield 2.9% at the time of this writing.
Sep 20, 2025
Realty Income’s Dividend Remains on Solid Ground
Image Source: Realty Income. In June 2025, Realty Income announced its 111th consecutive quarterly dividend increase and its 131st increase since it was listed on the NYSE. The amount of monthly dividends paid per share increased 3.7% in the quarter, to $0.806, representing roughly 76.8% of its adjusted diluted AFFO. As of June 30, Realty Income had $5.1 billion of liquidity, including cash and cash equivalents of $800.4 million, while net debt stood at $28.5 billion. Looking to 2025, the company lowered its guidance for net income per share, but it increased the low end of AFFO per share to the range of $4.24-$4.28 from $4.22-$4.28 previously. Investment volume was increased to approximately $5 billion, up from $4 billion previously. Realty Income’s dividend remains on solid ground, and the REIT yields 5.5% at the time of this writing.
Sep 19, 2025
Verizon’s Debt Load is Too High for Our Income-Oriented Preference
Image Source: TradingView. Verizon’s cash flow from operations totaled $16.8 billion in the first half of 2025, up from $16.6 billion in the same period a year ago. Free cash flow was $8.8 billion in the first half of 2025, up from $8.5 billion in the first half of 2024. Verizon’s net unsecured debt at the end of the second quarter was $116 billion, roughly 2.3 times consolidated adjusted EBITDA. For 2025, management is targeting adjusted EBITDA growth of 2.5%-3.5% and adjusted earnings per share growth of 1%-3%. Cash flow from operations is expected to be between $37-$39 billion on the year, with free cash flow of $19.5-$20.5 billion. We like Verizon but can’t get familiar with its massive debt load. Shares yield 6.3% at the time of this writing.
Sep 19, 2025
Dividend Increases/Decreases for the Week of September 19
Let's take a look at firms raising/lowering their dividends this week.
Sep 18, 2025
Dick’s Sporting Goods Raises Guidance as It Closes its Deal for Foot Locker
Image Source: TradingView. Year-to-date, Dick’s Sporting Goods has opened three new House of Sport locations, and eight new Dick’s Field House locations. Dick’s Sporting Goods bought back $299 million in stock, while it paid $196 million in the quarter. The firm raised its full year 2025 guidance for comparable sales growth to a range of 2%-3%, up from 1%-3% previously. Dick’s Sporting Goods raised its full year 2025 guidance for earnings per diluted share to the range of $13.90-$14.50, up from $13.80-$14.40 previously. We liked the fundamental momentum in the second quarter and remain positive on the company’s decision to buy Foot Locker. Dick’s Sporting Goods remains an idea in the Dividend Growth Newsletter portfolio.
Sep 12, 2025
Dividend Increases/Decreases for the Week of September 12
Let's take a look at firms raising/lowering their dividends this week.
Sep 10, 2025
Shares of Dividend Growth Idea Oracle Surge!
Image Source: TradingView. Oracle’s non-GAAP operating income in the fiscal first quarter of 2026 was $6.2 billion, up 9% in USD and up 7% in constant currency. Non-GAAP net income was $4.3 billion in the quarter, up 8% in USD and up 6% in constant currency. We were impressed by the company’s remaining performance obligations growth in the quarter and management’s guidance calling for Oracle’s Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Management noted that most of the revenue in this 5-year forecast is already booked in its reported remaining performance obligations. Shares of Oracle surged on the news, and we continue to like Oracle in the newsletter portfolios.
Sep 8, 2025
Tesla’s Second Quarter Results Weren’t Great
Image Source: Tesla. Tesla’s cash flow from operating activities was $2.54 billion in the quarter, while it spent $2.4 billion in capex, resulting in free cash flow of $146 million. Its cash and investment balance was up 20% from last year, to $36.8 billion. All things considered, Tesla’s second quarter results weren’t great. The company experienced a decline in vehicle deliveries, lower regulatory credit revenue, reduced vehicle pricing, and a decline in Energy Generation and Storage revenue due to lower average sales prices. Meanwhile, operating income was impacted from higher operating expenses driven by AI and other R&D projects. We remain on the sidelines.
Sep 5, 2025
Dividend Increases/Decreases for the Week of September 5
Let's take a look at firms raising/lowering their dividends this week.
Sep 2, 2025
Republic Services Remains a Cash Cow
Image Source: TradingView. Year-to-date, Republic Services’ cash flow from operations was $2.13 billion while year-to-date adjusted free cash flow was $1.42 billion. Year-to-date, Republic has invested $888 million in acquisitions. Year-to-date cash returned to shareholders was $407 million, consisting of $45 million of buybacks and $362 million of dividends paid. For full year 2025, Republic now expects revenue in the range of $16.675-$16.75 billion and adjusted EBITDA in the range of $5.275-$5.325 billion. Adjusted diluted earnings per share is reiterated in the range of $6.82-$6.90 for the year, while adjusted free cash flow is now targeted in the range of $2.375-$2.415 billion. We continue to like Republic Services in the newsletter portfolios.


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