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Recent Articles
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Dollar General’s Long-term Framework Looks Achievable
Mar 17, 2025
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Image Source: TradingView.
Dollar General updated its long-term financial framework for the next five years. Its annual goal includes net sales growth of 3.5%-4%, same-store sales growth of 2%-3%, adjusted operating margin of 6%-7% beginning in 2028-2029, adjusted diluted earnings per share growth of 10%+ beginning in 2026, new unit growth of approximately 2% and capital spending of approximately 3% of net sales. Though its long-term plans look achievable, Dollar General is no longer an idea in any of the newsletter portfolios.
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Dividend Increases/Decreases for the Week of March 14
Mar 14, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Dick’s Sporting Goods Raises Quarterly Payout
Mar 11, 2025
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Image Source: TradingView.
Dick’s Sporting Goods continues to be shareholder friendly, with the board authorizing a 10% increase in its quarterly dividend, to $4.85 on an annualized basis, and a new five-year share repurchase program up to $3 billion. Looking to 2025, Dick’s Sporting Goods expects full year comparable sales growth to be in the range of 1%-3%, net sales to be in the range of $13.6-$13.9 billion, and earnings per diluted share in the range of $13.80-$14.40, the latter compared to $14.05 in full year 2024. The company expects to open roughly 16 additional House of Sport locations and about 18 additional Dick’s Field House locations in 2025. Dick’s Sporting Goods ended its fiscal year with $1.69 billion in cash and cash equivalents and total debt of $1.48 billion. We continue to like Dick’s Sporting Goods as an idea in the Dividend Growth Newsletter portfolio.
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Oracle Raises Dividend 25%
Mar 10, 2025
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Image Source: TradingView.
Oracle reported third quarter fiscal 2025 results March 10 that missed the consensus estimates, but a strong Remaining Performance Obligation number and a dividend raise were enough for investors. Total revenue increased 6% in USD and 8% in constant currency for the fiscal third quarter. GAAP earnings per share advanced 20% year-over-year, while non-GAAP earnings per share increased 4%, to $1.47. Total Remaining Performance Obligations jumped 62% in USD (up 63% in constant currency), to $130 billion.
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