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Recent Articles
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NextEra Energy Reaffirms Earnings Outlook for Next Couple Years
Jan 25, 2025
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Image Source: NextEra Energy.
NextEra Energy reaffirmed its long-term financial expectations. For 2025, NextEra Energy continues to expect adjusted earnings per share to be in the range of $3.45-$3.70. For 2026 and 2027, NextEra Energy expects adjusted earnings per share to be in the ranges of $3.63-$4.00 and $3.85-$4.32, respectively. The company also continues to expect to grow its dividends per share at a roughly 10% annual clip through at least 2026, off a 2024 base. We continue to like NextEra Energy as a holding in the ESG Newsletter portfolio.
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Johnson & Johnson Issues Fourth Quarter Results
Jan 24, 2025
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Image Source: J&J.
For the full year 2024, J&J's free cash flow came in at ~$19.8 billion, up from $18.2 billion last year. The company ended the quarter with ~$12 billion in net debt. J&J made significant pipeline progress in the quarter including RYBREVANT + LAZCLUZE overall survival data, initiation of TAR-200 submission, and the approval of investigational device exemption for its general surgery robotic system, OTTAVA. J&J issued guidance or 2025 calling for operational sales growth of 2.5%-3.5%, below the consensus forecast, and adjusted operational earnings per share growth of $10.75-$10.95, reflecting 8.7% growth at the midpoint. We like J&J, but the company does not make the cut for inclusion in any newsletter portfolio at this time.
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Dividend Increases/Decreases for the Week of January 24
Jan 24, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Procter & Gamble on Track to Deliver on Fiscal Year Guidance
Jan 23, 2025
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Image Source: Procter & Gamble.
Looking to fiscal 2025 guidance, all-in sales growth is expected in the range of 2%-4% versus the prior year. Organic growth for the fiscal year is targeted in the range of 3%-5%. P&G reiterated its core earnings per share growth for the fiscal year to be in the range of 5%-7%, equating to a range of $6.91-$7.05, or a 6% increase at the midpoint. In fiscal 2025, P&G expects to pay around $10 billion in dividends and repurchase $6-$7 billion of common shares. At the time of this writing, shares of P&G yield ~2.5%.
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