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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.
May 24, 2024
NextEra Energy Expects 10% Annual Dividend Growth Through 2026
Image Source: NextEra Energy. NextEra Energy reaffirmed its long-term outlook. For the current year, management expects adjusted diluted earnings per share in the range of $3.23-$3.43, with the measure targeted to increase to $3.45-$3.70 per share in 2025 and $3.63-$4.00 per share in 2026. The company also reiterated its expectations to grow its dividends per share at approximately a 10% clip each year through at least 2026, using 2024 as the baseline. We like the company’s expected pace of dividend growth and its position as a leading clean energy company.
May 23, 2024
Accenture Facing Revenue Growth Pressures But Stock Is Worth a Look
Image: Accenture is facing revenue growth pressure, but the company’s financials remain resilient. We’re concerned about Accenture’s downward financial guidance revisions in March and pressure on demand growth for its IT and consulting services, but Accenture’s free cash flow generation remains robust, its balance sheet remains solid, and new bookings growth remains healthy with exposure to AI. Accenture pays a healthy dividend, and the firm continues to buy back stock. The company checks a lot of the boxes that we’d be looking for in a new idea, but we’d like to see evidence of revenue growth improvement before growing interested in adding the company to any newsletter portfolio. We remain on the sidelines for now.
May 23, 2024
Nvidia Remains a Free Cash Flow Generating Powerhouse
Image: Nvidia’s first-quarter fiscal 2025 results delivered, and the company remains a Wall Street darling of a stock. Nvidia continues to be the poster child for the AI revolution, and its first-quarter fiscal 2025 results delivered on the high expectations embedded in the company’s stock. The firm announced a 10-for-1 stock split, while it raised its quarterly cash dividend 150%.
May 22, 2024
TJX Reports Strong First Quarter Results; Raises Fiscal 2025 Guidance
On May 22, TJX Companies reported strong first quarter results and increased its outlook for fiscal 2025. Net sales for the quarter ended May 4, 2024, advanced ~6% from the same period a year ago thanks in part to consolidated same store sales that increased ~3% due to strength in customer transactions. Diluted earnings per share came in at $0.93 versus $0.76 in the same period of fiscal 2024. The off-price apparel and home fashions retailer continues to deliver for consumers and investors alike. We like the company.
May 22, 2024
Target’s First Quarter Results Weren’t as Good as Walmart’s
Image Source: Target. Though Target is working hard to get back on track, it's difficult for us to grow excited about dabbling in Target’s shares given the stiff 3.1% decline in total revenue in the first quarter coupled with increased competition from Walmart and Costco that won’t be going away. We think Walmart and Costco are much better positioned for the current market environment than Target.
May 21, 2024
Lowe’s First Quarter Results Come in Better Than Feared
Image Source: Lowe's. Lowe’s continues to navigate a post-pandemic market environment and a relatively stagnant housing market. Comparable store sales were impacted by sluggish Do-It-Yourself [DIY] big ticket discretionary purchases, but strength was evident in sales in Pro and online. The firm reaffirmed its 2024 outlook.
May 17, 2024
Dividend Increases/Decreases for the Week of May 17
Let's take a look at firms raising/lowering their dividends this week.
May 16, 2024
Walmart Winning Business as Consumers Remain Cost Conscious
Image Source: Walmart. Walmart is doing a fantastic job connecting with the consumer and delivering where it matters, both with respect to convenience and savings. Its e-commerce business contributed ~280 basis points to Walmart U.S.’s comp in the most recently reported quarter, for example. Traction with respect to store-fulfilled pickup and delivery are two main considerations driving Walmart’s comp resilience, while consumers continue to enjoy buying in bulk via Sam’s Club. We like Walmart’s positioning in the current retail environment as the firm continues to attract the cost-conscious consumer amid a step change in consumer goods inflation the past couple years.
May 16, 2024
Cisco Still Looks Cheap, Shares Yield ~3.2%
Image Source: Cisco. Shares of Cisco are trading at an attractive 13.4x multiple of current fiscal year earnings, while shares yield ~3.2% on a forward estimated annualized basis. We like its position in the newsletter portfolios.
May 14, 2024
Home Depot Sees Softness in Some Larger Discretionary Projects
Image Source: Home Depot continues to experience some softness in sales of big ticket items. Though Home Depot noted a delayed start to spring and softness in big ticket items, we like the company’s resilience through thick and thin, and it remains a key idea in the Dividend Growth Newsletter portfolio.


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