Will Analyst Confidence and Continued Dividends Offset Guidance Cuts for Newell Brands (NWL)?

• Newell Brands Inc. recently declared a quarterly cash dividend of US$0.07 per share, payable on September 15, 2025, to common stockholders of record as of August 29, 2025, and reported its second-quarter financials with sales of US$1.94 billion and net income of US$46 million.
• Despite lowering its sales guidance for the third quarter and full year, the company received analyst support highlighting stable earnings, ongoing cost improvements, and consistent dividend payments as signals of resilience.
• We will explore how ongoing analyst confidence, despite a guidance cut, influences Newell Brands' investment narrative and future outlook.

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Newell Brands Investment Narrative Recap

To be a shareholder in Newell Brands, you need confidence that cost-saving efforts and margin improvements can offset persistent core sales declines and near-term category headwinds. The latest dividend announcement, paired with resilient second-quarter earnings, implies limited immediate impact on either the company’s most important short-term catalyst, cost discipline, or its biggest business risk, the ongoing softness in sales fundamentals.

Among recent news, the updated third-quarter sales guidance is the most relevant. Newell Brands now expects sales to fall by 2% to 4%, which brings category softness and retail demand into sharper focus as the primary challenge, even as stable dividends and cost-controls hint at management’s defensive priorities.

By contrast, it’s the company’s exposure to persistent weak demand that investors should be mindful of...

Read the full narrative on Newell Brands (it's free!)

Newell Brands is projected to reach $7.6 billion in revenue and $482.4 million in earnings by 2028. This outlook depends on a 1.0% annual revenue growth rate and a $725.4 million increase in earnings from the current level of -$243.0 million.

Uncover how Newell Brands' forecasts yield a $6.78 fair value, a 37% upside to its current price.

Exploring Other Perspectives

Five retail investors in the Simply Wall St Community set Newell Brands’ fair value from US$6.78 to US$12.14 per share. While opinions differ widely, recent sales guidance cuts raise ongoing questions about underlying demand and Newell’s ability to return to sustained revenue growth. Explore multiple viewpoints to see the full picture.

Explore 5 other fair value estimates on Newell Brands - why the stock might be worth over 2x more than the current price!

Build Your Own Newell Brands Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Newell Brands research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Newell Brands research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Newell Brands' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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