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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.
Dec 6, 2024
Dividend Increases/Decreases for the Week of December 6
Let's take a look at firms raising/lowering their dividends this week.
Dec 4, 2024
Salesforce Posts Mixed Results, Agentforce Capitalizing on AI Demand
Image Source: Salesforce. Looking to full year 2025 guidance, Salesforce raised the low end of its revenue expectations to $37.8-$38 billion, up 8%-9% year-over-year, while it maintained its Subscription & Support revenue growth guidance of approximately 10% in constant currency. The company also raised its full-year GAAP operating margin guidance to 19.8% and its non-GAAP operating margin guidance to 32.9%. Salesforce raised its full year 2025 operating cash flow growth guidance to the range of 24%-26%. Non-GAAP diluted earnings per share is expected in the range of $9.98-$10.03 for the year (midpoint of $10.01), below the consensus estimate of $10.11. Salesforce is a net cash rich, free cash flow generating powerhouse, and the company continues to deliver for shareholders.
Nov 29, 2024
Dividend Increases/Decreases for the Week of November 29
Let's take a look at firms raising/lowering their dividends this week.
Nov 25, 2024
Yum Brands’ Taco Bell Division Remains Its Gem
Image Source: Yum Brands. Yum Brands recently reported third quarter results that came up a bit short relative to the market’s forecast. The owner of KFC, Taco Bell, Pizza Hut, and Habit Burger experienced worldwide system sales growth, excluding foreign currency translation, of 1%, which reflects 5% unit expansion, including 1,029 gross new units in the quarter. Same store sales fell 4% at KFC and Pizza Hut, while they expanded 4% at Taco Bell in the quarter. Unit growth was most prevalent in its KFC Division, where the number of units expanded by 7%. GAAP operating profit and core operating profit advanced 1% and 3% in the quarter, respectively, led by 11% expansion in its Taco Bell division.
Nov 25, 2024
Deere’s Fiscal Fourth Quarter Results Better Than Feared
Image Source: Deere. Looking to fiscal 2025, Deere expects Production & Precision Ag net sales down ~15%, Small Ag & Turf net sales down 10%, and Construction & Forestry net sales down 10%-15%. Net income for its Financial Services segment is targeted at $750 million for the year. Net income attributable to Deere & Company for fiscal 2025 is expected to be in the range of $5-$5.5 billion, down from $7.1 billion in fiscal 2024 and $10.2 billion in fiscal 2023. Deere’s top line continues to face pressure, and its balance sheet isn’t as strong as we would like, but the company is navigating weakness well. Shares yield 1.3%.
Nov 22, 2024
Dividend Increases/Decreases for the Week of November 22
Let's take a look at firms raising/lowering their dividends this week.
Nov 20, 2024
Nvidia’s Gross Margins Facing Pressure But Still Very Healthy
Image: Nvidia’s shares have surged higher in recent years. Looking to the fourth quarter of fiscal 2025, Nvidia’s revenue is expected to be $37.5 billion, plus or minus 2%. Non-GAAP gross margins are expected to fall sequentially to 73.5%, while non-GAAP operating expenses are expected to be $3.4 billion in the fourth quarter. Nvidia’s third quarter report was fine, but its fourth-quarter revenue guidance was a bit light relative to some buyside estimates, and its non-GAAP gross margin guidance for the fourth quarter revealed modest sequential pressure. The high end of our fair value estimate stands at $180 per share.
Nov 19, 2024
Walmart Executing Well, Raises Guidance
Image Source: Walmart. Looking ahead to all of fiscal 2025, Walmart now expects constant currency net sales to increase in the range of 4.8%-5.1% versus 3.75%-4.75% previously. Constant currency adjusted operating income is targeted in the range of 8.5%-9.25% growth in the year versus 6.5%-8% previously. Adjusted earnings per share is expected in the range of $2.42-$2.47 up from its prior forecast of $2.35-$2.43. Walmart continues to execute well in the current market environment, and we liked its raised guidance. The high end of our fair value estimate range stands at $90 per share.
Nov 15, 2024
Dividend Increases/Decreases for the Week of November 15
Let's take a look at firms raising/lowering their dividends this week.
Nov 6, 2024
Realty Income’s AFFO Covers Dividends Paid in Third Quarter
Image: Realty Income’s shares have seen better days. Realty Income reported mixed third quarter results November 4 with revenue exceeding the consensus forecast but funds from operations coming up short. Revenue advanced 28.1% in the quarter on a year-over-year basis, with same store rental revenue up modestly (0.2%). However, net income per share and FFO per share fell to $0.30 and $0.98, respectively, from $0.33 and $1.04 in the same period a year ago. Adjusted funds from operations (AFFO) came in at $1.05 per share in the period, up from $1.02 in last year’s quarter, and comfortably higher than dividends paid per share of $0.789 over the same time. Our fair value estimate for Realty Income stands at $61 per share.



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