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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.
Apr 17, 2025
UnitedHealth Group Lowers 2025 Outlook
Image: UnitedHealth’s shares were pummeled after it lowered its 2025 earnings outlook. During the first quarter of 2025, UnitedHealth Group’s cash flow from operations came in at $5.5 billion, and the firm returned nearly $5 billion to shareholders through dividends and share repurchases during the quarter. As it relates to the drivers negatively impacting its 2025 guidance, management noted that it “believes these factors to be highly addressable over the course of this year as well as it looks ahead to 2026.” Though we didn’t like the downward revision to its 2025 earnings outlook, UnitedHealth remains a cash cow, and we continue to like shares in the Best Ideas Newsletter portfolio. We value shares north of $600 each.
Apr 11, 2025
Dividend Increases/Decreases for the Week of April 11
Let's take a look at firms raising/lowering their dividends this week.
Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
Apr 4, 2025
Dividend Increases/Decreases for the Week of April 4
Let's take a look at firms raising/lowering their dividends this week.
Mar 31, 2025
Lululemon Continues to Execute on Its Growth Strategy
Image Source: TradingView. Lululemon ended 2024 with $2.0 billion in cash and cash equivalents, while inventories increased by 9%, to $1.4 billion at the end of the year. For 2025, Lululemon expects net revenue in the range of $11.15-$11.3 billion, representing growth of 5%-7%, or 7%-8%, excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.95-$15.15 for the year, assuming a tax rate of approximately 30%. The company continues to execute on its Power of Three x2 growth plan calling for the doubling of the business from 2021 net revenue of $6.25 billion to $12.5 billion by 2026.
Mar 31, 2025
Adobe’s Outlook Falls Short of Expectations
Image Source: TradingView. Adobe’s Remaining Performance Obligations (RPO) were $19.69 billion exiting the fiscal first quarter, with current RPO at 67%. Looking to Adobe’s fiscal year 2025 targets, total revenue is expected to be between $23.3-$23.55 billion, the midpoint below the consensus forecast of $23.51 billion. Digital Media segment revenue is targeted to be between $17.25-$17.4 billion, while Digital Experience segment revenue is targeted at $5.8-$5.9 billion. On a non-GAAP basis, earnings per share is expected to be between $20.20-$20.50, the midpoint below the consensus forecast of $20.39.
Mar 31, 2025
FedEx Lowers Outlook Again
Image: TradingView. For 2025, FedEx now expects revenue to be flat to slightly down year-over-year, compared to its prior forecast of approximately flat. Diluted earnings per share is targeted at $15.15 to $15.75 before mark to market retirement plans accounting adjustments compared to the prior forecast of $16.45-$17.45. Excluding costs related to business optimization initiatives, international regulatory and legacy FedEx Ground legal matters, and the planned spinoff of FedEx Freight, it is targeting diluted earnings per share in the range of $18.00-$18.60 from $19.00-$20.00 previously.
Mar 28, 2025
Dividend Increases/Decreases for the Week of March 28
Let's take a look at firms raising/lowering their dividends this week.
Mar 22, 2025
Nike Faces Continued Revenue Declines
Image: Nike’s shares remain under pressure. Nike had the following to say about its outlook on the conference call: “Our fourth quarter guidance includes our best assessment of these factors based on the data we have available to us today. We expect Q4 revenues to be down in the mid-teens range, albeit at the low end. This includes several points of unfavorable shipment timing in North America, as well as 2 points of negative impact from foreign exchange headwinds. We expect Q4 gross margins to be down approximately 400 basis points to 500 basis points, including restructuring charges during the same period last year. We have included the estimated impact from newly implemented tariffs on imports from China and Mexico.” Nike continues to be in the early stages of a turnaround. Shares yield 2.4% at the time of this writing.
Mar 21, 2025
Dividend Increases/Decreases for the Week of March 21
Let's take a look at firms raising/lowering their dividends this week.


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