Tag: Dividends

  • CVS Well being raises full-year forecast after beating second-quarter expectancies

    Other folks stroll by means of a CVS Pharmacy shop within the New york borough of New York Town.

    Shannon Stapleton | Reuters

    CVS Well being on Wednesday lifted its profits outlook for the yr, after beating Wall Side road’s expectancies for the fiscal moment quarter.

    The health-care corporate mentioned it now expects adjusted profits consistent with percentage for the entire yr to return in between $8.40 and $8.60, in comparison with its previous estimate of between $8.20 and $8.40.

    Stocks rose about 2% in premarket buying and selling.

    Here is what the corporate reported for the three-month duration ended June 30, in comparison with what analysts have been anticipating, in keeping with a survey of analysts by means of Refinitiv:

    Profits consistent with percentage: $2.40 adjusted vs. $2.17 expectedRevenue: $80.64 billion vs. $76.37 billion anticipated

    On an unadjusted foundation, CVS reported web source of revenue of $2.95 billion, or $2.23 consistent with percentage, upper than the $2.78 billion, or $2.10 consistent with percentage, a yr previous. Earnings of $80.64 billion likewise marked a year-over-year build up, up from $72.62 billion in the similar duration in 2021.

    The consequences surround CVS’s a number of other slices of the health-care industry. It has an enormous footprint of drugstores, owns insurer Aetna and pharmacy advantages supervisor CVS Caremark, and offers affected person care thru MinuteClinics within its retail outlets.

    CEO Karen Lynch mentioned the corporate’s process of including extra fitness products and services is boosting gross sales and deepening buyer relationships.

    “In spite of a difficult financial atmosphere, our differentiated industry style helped force robust effects this quarter, with important income expansion throughout all of our industry segments,” she mentioned in a information free up.

    Identical-store gross sales greater by means of 8% in comparison with the year-ago duration, as consumers purchased Covid at-home take a look at kits and cough, chilly and flu drugs. That a long way exceeded an anticipated drop in same-store gross sales of 0.3%, consistent with StreetAccount consensus estimates.

    Within the pharmacy, same-store gross sales rose 7.6%. Within the entrance of the shop, same-store gross sales jumped 9.4%.

    Overall pharmacy claims processed won 3.9% on a 30-day similar foundation for the 3 months ended June 30 in comparison with the prior yr. That used to be pushed by means of a longer cough, chilly and flu season in comparison with the similar quarter in 2021, however in part offset by means of a drop in Covid vaccinations, CVS mentioned in its free up.

    Stocks of CVS closed on Tuesday at $95.37. The corporate’s stocks have fallen about 8% up to now this yr.

    It is a creating tale. Please take a look at again for updates.

  • Starbucks profits beat Wall Side road estimates, fueled by way of U.S. call for for chilly beverages

    An worker arms a bag to a buyer on the drive-thru of a Starbucks espresso store in Hercules, California, on Thursday, July 28, 2022.

    David Paul Morris | Bloomberg | Getty Photographs

    Starbucks on Tuesday reported better-than-expected quarterly profits and income, fueled by way of call for within the U.S. for its chilly espresso beverages.

    As inflation surges, intervening time CEO Howard Schultz mentioned the chain isn’t seeing shoppers business down or cut back their spending. Different eating place firms, together with McDonald’s and Chipotle Mexican Grill, have noticed low-income customers talk over with much less ceaselessly or spend much less as upper gasoline and grocery expenses squeeze their budgets. Schultz credited Starbucks’ pricing energy and buyer loyalty for its skill to dollar the rage.

    Stocks of the corporate rose greater than 1% in prolonged buying and selling.

    Here is what the corporate reported for the quarter ended July 3 in comparison with what Wall Side road used to be anticipating, according to a survey of analysts by way of Refinitiv:

    Income in line with proportion: 84 cents adjusted vs. 75 cents expectedRevenue: $8.15 billion vs. $8.11 billion anticipated

    The espresso massive reported fiscal third-quarter web revenue on account of Starbucks of $912.9 million, or 79 cents in line with proportion, down from $1.15 billion, or 97 cents in line with proportion, a 12 months previous. The corporate mentioned that inflation and better wages for baristas weighed on its margins this quarter.

    Internet gross sales rose 9% to $8.15 billion. The corporate reported international same-store gross sales expansion of three%, fueled by way of a more potent efficiency in the USA.

    In Starbucks’ house marketplace, same-store gross sales larger 9%, pushed in large part by way of upper reasonable order totals, in addition to a 1% uptick in visitors. Morning gross sales are returning, the corporate mentioned, making up more or less part of income as customers resume pre-pandemic routines.

    The corporate additionally famous the recognition of its iced shaken coffee and mentioned chilly drinks accounted for 3 quarters of U.S. gross sales this quarter. Schultz mentioned shoppers are much more likely so as to add modifiers like syrups and milks to chilly beverages than scorching beverages, elevating the cost of the whole beverage. Chilly beverages also are well liked by Gen Z shoppers, a key demographic for the espresso chain, in keeping with Schultz.

    Outdoor the U.S., same-store gross sales fell 18%, weighed down by way of plummeting call for in China. Starbucks mentioned Covid restrictions affected gross sales in its second-largest marketplace for two-thirds of the quarter. Consequently, China’s same-store gross sales plunged 44%. The corporate continues to be seeing periodic momentary closures in China. 

    Closing quarter, Starbucks pulled its outlook for fiscal 2022, bringing up the uncertainty led to by way of Covid outbreaks in China. The corporate didn’t factor a brand new forecast this quarter.

    Starbucks opened 318 web new places international all through the quarter, bringing its international eating place depend to 34,948.

    The corporate plans to carry an investor day on Sept. 13 in Seattle to proportion extra about its technique for the longer term.

    Learn the whole profits file right here.

    Correction: An previous model of this tale misstated Refinitiv estimates for Starbucks’ quarterly income.

  • AbbVie’s blended quarter does not warrant a 5% inventory drop. Here is why

    It wasn’t a blank quarter from AbbVie however Friday’s selloff is just a little complicated.

  • Right here’s what to anticipate forward of Apple profits after April’s supply-constraint caution

    We stay cautiously positive heading into Apple’s fiscal third-quarter profits, which can be launched after the ultimate bell Thursday.

  • Ford’s nice quarter, dividend hike are why we are prepared to climate a difficult yr for the inventory

    This was once a powerful quarter for Ford, demonstrating the corporate’s skill to execute.

  • Apple’s income will give a peek into the mindset of the high-end shopper

    Tim Cook dinner, leader government officer of Apple Inc., speaks all the way through the Apple International Builders Convention at Apple Park campus in Cupertino, California, US, on Monday, June 6, 2022.

    David Paul Morris | Bloomberg | Getty Pictures

    Apple reviews income on Thursday for the quarter led to June.

    The 3rd quarter of Apple’s fiscal yr is usually the corporate’s smallest by means of gross sales. The quarter is within the again part of the iPhone’s annual refresh cycle as traders begin to stay up for the discharge of a brand new style, which enhances gross sales beginning in past due September or October.

    This yr, analysts and traders might be intently staring at Apple’s income within the face of many new macroeconomic traits, together with declining shopper self assurance, emerging rates of interest, and decades-high inflation.

    To this point, Apple’s gross sales have remained robust, in part as a result of its shoppers are a relatively well-off crew. However any indicators that individuals are disposing of Mac and iPhone purchases on account of inflation or recession fears can have implications for the entire economic system.

    Apple additionally has vital publicity to China, each as a marketplace to promote its merchandise and because the nation the place maximum of its merchandise are assembled. A number of Apple factories in China had manufacturing shifted or suspended now and then all the way through the June quarter on account of Covid lockdowns.

    Analysts polled by means of FactSet be expecting Apple to record $82.8 billion in gross sales, which might be beneath 2% expansion from the similar quarter remaining yr and the slowest expansion quarter for the reason that get started of the pandemic.

    Analysts also are anticipating $1.16 in income in keeping with proportion, which might be a ten.7% decline on an annual foundation. Gross margin can even decline from 43.7% remaining quarter — excessive for Apple traditionally — to between 42% and 43%, the corporate stated in April.

    Provide problems and China lockdowns

    In April, the tale for Apple wasn’t about call for: it was once about provide. “Presently, our major focal point, frankly talking, is at the provide aspect,” Apple CEO Tim Cook dinner instructed analysts.

    Apple warned of a $4 billion to $8 billion income hit stemming from provide problems, together with chip shortages and manufacturing snags. Some analysts say that Apple will sign that it controlled the provision chain nicely and the income hit will finally end up at the low-end of Apple’s information.

    “We imagine the corporate has controlled its provide chain higher than it deliberate 1 / 4 in the past, whilst it endured to achieve proportion in an another way tough quarter for smartphones and PCs,” Deutsche Financial institution analyst Sidney Ho wrote in a contemporary observe.

    That may be just right for iPad gross sales, that have taken successful prior to now few quarters as Apple prioritized portions for iPhones and different merchandise.

    “We additionally look forward to making improvements to iPad gross sales partly because of making improvements to provide and imagine Apple’s $4 billion to $8 billion provide headwind statement for the June quarter was once much more likely on the lower-end of this vary,” Canaccord Genuity analyst T. Michael Walkley wrote in a observe this month.

    Apple has grappled with shutdowns in city China, together with in Shanghai. Covid restrictions can have harm Apple’s iPhone gross sales in China early within the quarter, however can have charged gross sales in June as other people left lockdown in a position to spend.

    Analysts polled by means of FactSet expect that Apple’s Larger China gross sales might be round $13.79 billion, which might be a decline from the $14.56 billion in gross sales from a yr in the past.

    September quarter call for

    Buyers may also be listening intently to peer if Apple is signaling shopper weak point in any areas world wide.

    “We imagine outlook/call for statement would be the key focal point as we attempt to gauge the have an effect on to Apple’s income within the tournament of a slowing shopper/macro surroundings,” Wells Fargo analyst Aaron Rakers stated in a observe.

    Smartphone and PC gross sales had been slowing, however Apple has been much less affected for the reason that high-end marketplace, the place it sells, has been extra resilient. TSMC, Apple’s major provider of processors, warned call for for PCs, smartphones, and shopper electronics is trending weaker.

    If Apple indicators that call for is slowing, it might be any other sign of a possible recession.

    Goldman Sachs’ Rod Corridor believes “excessive finish call for is also starting to weaken in Europe pushed by means of excessive inflation and falling shopper self assurance.”

    Apple has now not introduced a slowdown in hiring or different value controls, in contrast to Alphabet, Tesla, Microsoft, and Meta. However Apple is quietly slowing its tempo of hiring, in line with Bloomberg Information, and a few analysts imagine that corporate control may speak about its way to regulate bills.

    Apple hasn’t equipped steering for the reason that get started of the pandemic, mentioning uncertainty, and a few be expecting this development to proceed.

    “Whilst we do not be expecting Apple to lead F4Q22, the corporate is most likely to supply qualitative statement because it has performed for a number of quarters,” Rakers wrote.

    Can Apple stay a protected haven?

    Total, analysts are nonetheless assured in Apple as an effective corporate with a robust money steadiness, unswerving shoppers, and aggressive merchandise.

    However can Apple stay a protected haven as different tech shares drop and the markets recede? Apple is down just about 15% thus far in 2022, however that is higher than the Nasdaq, which is down 18%.

    “Apple stays a highest of breed shopper electronics corporate in a position to take a position via cycles, and with 60%+ of income extra staples-like in nature, robust emblem loyalty, and endured product/products and services innovation, we imagine it’s higher insulated relative to friends all the way through a downturn,” Morgan Stanley’s Huberty wrote.

    One key for Apple traders in a downturn would be the expansion of its products and services companies, which makes general {hardware} gross sales expansion much less an important. Apple products and services, which come with per thirty days subscriptions, fee charges, warranties, seek licensing charges from Google, and income from the iPhone App Retailer, additionally be offering upper margins than its core {hardware} trade.

    Apple’s products and services trade is anticipated to be up 12% on an annual foundation, in line with analysts surveyed by means of FactSet.

    That is a slower expansion charge than the 17% annualized expansion it posted in its 2nd quarter, and a vital decline from the 27% expansion Apple posted in its products and services trade in 2021.

    JP Morgan’s Samik Chatterjee believes that Apple’s plan to shop for again stocks will buoy the inventory, even though its income underwhelm. Apple’s board approved $90 billion in more proportion buybacks and dividends in April.

    “We imagine the resilience of the income estimates within the backdrop of macro deterioration, together with each inflation and antagonistic FX, will proceed to pressure traders to desire Apple with robust money era and steadiness sheet that may permit it to offset any income dilution as a result of the macro via buybacks,” Chatterjee wrote in a observe.

  • McDonald’s says upper costs, worth pieces helped spice up U.S. gross sales

    An indication is posted in entrance of a McDonald’s eating place on April 28, 2022 in San Leandro, California.

    Justin Sullivan | Getty Pictures

    McDonald’s on Tuesday stated each upper costs and worth pieces fueled U.S. same-store gross sales expansion, which was once upper than anticipated all the way through its moment quarter.

    Then again, CEO Chris Kempczinski stated the surroundings continues to be “difficult” as inflation and the conflict in Ukraine weighed on its quarterly effects.

    Stocks of the corporate had been more or less flat in premarket buying and selling.

    Here is what the corporate reported when compared with what Wall Side road was once anticipating, in keeping with a survey of analysts by way of Refinitiv:

    Income in step with percentage: $2.55 adjusted vs. $2.47 expectedRevenue: $5.72 billion vs. $5.81 billion anticipated

    McDonald’s reported second-quarter web revenue of $1.19 billion, or $1.60 in step with percentage, down from $2.22 billion, or $2.95 in step with percentage, a yr previous. The corporate reported a $1.2 billion rate associated with the sale of its Russian industry because of the conflict in Ukraine.

    Aside from that rate, a French tax agreement and different pieces, the fast-food massive earned $2.55 cents in step with percentage.

    Web gross sales fell 3% to $5.72 billion, harm partly by way of the closure of McDonald’s Russian and Ukrainian eating places.

    International same-store gross sales rose 9.7% within the quarter, fueled by way of robust global expansion. Russian places had been excluded from the corporate’s same-store gross sales calculations, however Ukrainian eating places had been incorporated.

    U.S. same-store gross sales larger 3.7% within the quarter, topping StreetAccount estimates of two.8%. The corporate credited strategic worth hikes and its worth choices for its robust efficiency. Remaining quarter, McDonald’s executives stated some low-income customers had been buying and selling right down to less expensive choices in keeping with inflation.

    The corporate’s global developmental approved markets department noticed its same-store gross sales climb 16% within the quarter. Similar-store gross sales shrank in China as the federal government reimposed Covid restrictions, however expansion in Brazil and Japan greater than offset the marketplace’s susceptible efficiency.

    McDonald’s global operated markets section reported same-store gross sales expansion of 13%, fueled by way of robust call for in France and Germany.

    Learn the overall income record right here.

  • UBS misses expectancies; CEO cites some of the ‘maximum difficult’ quarters for buyers in a decade

    UBS on Tuesday ignored expectancies for the second one quarter of 2022 as its wealth control and funding banking divisions noticed falling consumer process at the again of the worldwide marketplace downturn.

    The Swiss financial institution posted a web benefit on account of shareholders of $2.108 billion, beneath analyst expectancies aggregated by way of the corporate of $2.403 billion.

    It marks a 5% upward thrust from the $2 billion reported throughout the similar duration final 12 months, when the flagship wealth control industry noticed a vital providence from rich buyers, and follows a powerful first-quarter that noticed the gang put up a web benefit of $2.136 billion.

    “The second one quarter was once one of the crucial difficult classes for buyers within the final 10 years. Inflation is still top, the conflict in Ukraine is ongoing, as are strict Covid insurance policies in portions of Asia,” UBS CEO Ralph Hamers stated in a commentary. “In those unsure instances, our shoppers depend on our tough ecosystem to navigate markets and make investments for the long run.”

    Different highlights for the quarter:

    General revenues hit $8.917 billion, in comparison to $8.897 billion for a similar duration final 12 months.Go back on tangible fairness stood at 16.4%, as opposed to 15.4% a 12 months in the past.CET 1 capital ratio, a measure of financial institution solvency, reached 14.2% as opposed to 14.5% in the second one quarter of 2021.Funding banking revenues slide

    Funding banking revenues got here in at $2.094 billion, down 14% from the similar duration final 12 months.

    In its record, the financial institution highlighted a $1.121 billion fall in web commission and fee source of revenue, basically reflecting a “lower in underwriting charges, in particular in Fairness Capital Markets, and a lower in web brokerage charges because of decrease ranges of consumer process in World Wealth Control and the Funding Financial institution.”

    “Funding fund charges reduced, reflecting detrimental marketplace efficiency and decrease efficiency charges, and revenues from merger and acquisition transactions additionally reduced,” the record added.

    The emblem of Swiss banking massive UBS.

    Fabrice Coffrini | AFP | Getty Photographs

    As marketplace declines speeded up throughout fairness and stuck source of revenue in the second one quarter, the financial institution’s wealth control department noticed muted web new fee-generating belongings of round $400 million globally, regardless that inflows had been $3 billion web sure in Asia-Pacific.

    The asset control industry additionally noticed $12 billion of outflows, basically from equities.

    “Institutional shoppers remained energetic at the again of top volatility. We supported them with recommendation and execution whilst dealing with very top volumes,” CEO Hamers stated in a commentary.

    “On the identical time, personal shoppers stayed at the sidelines. We persisted to enhance them with deposits and mortgage choices, either one of which noticed in particular tough year-on-year enlargement within the Americas.”

  • Domino’s income omit expectancies as pizza chain cites tricky exertions marketplace, upper prices

    An worker puts a cooked pizza right into a supply field within a Domino’s Pizza Team Plc shop.

    Jason Alden | Bloomberg | Getty Pictures

    Domino’s Pizza on Thursday reported combined quarterly effects because the pizza chain struggled with upper prices and an ongoing scarcity of supply drivers.

    The Ann Arbor, Michigan-based corporate additionally mentioned it is anticipating meals prices to stay emerging and foreign currency echange change charges to pull down its world earnings greater than prior to now forecast.

    Stocks of the corporate fell lower than 1% in premarket buying and selling.

    Here is what the corporate reported in comparison with what Wall Side road used to be anticipating, in keeping with a survey of analysts through Refinitiv:

    Profits consistent with proportion: $2.82 vs. $2.91 expectedRevenue: $1.07 billion vs. $1.05 billion anticipated

    Internet source of revenue within the three-month duration ended on June 19 used to be $102.5 million, or $2.82 consistent with proportion, down from $116.6 million, or $3.06 consistent with proportion, a yr previous.

    “We endured to navigate a hard exertions marketplace, particularly for supply drivers, along with inflationary pressures mixed with COVID and stimulus-fueled gross sales comps from the prior two years within the U.S.,” CEO Russell Weiner mentioned in a observation.

    Internet gross sales rose 3.2% to $1.07 billion. However the corporate’s same-store gross sales fell right through the quarter because it confronted tricky comparisons to more potent call for for pizza within the year-ago duration, which used to be boosted through stimulus assessments within the U.S.

    Within the U.S., same-store gross sales fell 2.9%. Wall Side road used to be anticipating home same-store gross sales enlargement of five%, in line with StreetAccount estimates.

    Global same-store gross sales, apart from foreign currency echange adjustments, declined 2.2%. Domino’s mentioned a tax vacation in the UK drove gross sales upper a yr in the past, however the nation did not repeat it this yr. Analysts have been forecasting kind of flat same-store gross sales enlargement for the chain’s world unit.

    For fiscal 2022, Domino’s is now anticipating meals basket costs to climb 13% to fifteen%, up from its prior forecast of 10% to twelve%. The corporate additionally mentioned that foreign currency echange change charges will weigh on its earnings through $22 million to $26 million, up from its earlier outlook of $12 million to $16 million.

    Learn the whole income document right here.

  • Buyers have put $43 billion in dividend-paying budget this 12 months. Prior to you ‘chase dividends,’ here is what to grasp

    With greater fears of a conceivable recession, traders in the hunt for stable revenue might flip to shares paying quarterly dividends, which can be a part of corporate income despatched again to traders.

    Traditionally, dividends have considerably contributed to an asset’s overall go back, on occasion offering a spice up right through financial downturns.

    From 1973 to 2021, firms paying dividends earned a 9.6% overall annual go back, on moderate, beating 8.2% from the S&P 500 Index, and eclipsing the 4.79% yield from non-dividend payers, in line with a 2022 Hartford Finances learn about.

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    Dividends have traders’ consideration: Dividend budget have added $43 billion in 2022 these days June, in line with SPDR Americas analysis.

    Nonetheless, traders want to scrutinize their choices ahead of including dividend-payers into their portfolios.

    “Other folks on occasion chase dividends, and they do not perceive the dangers,” stated qualified monetary planner Scott Bishop, govt director of wealth answers at Avidian Wealth Answers in Houston.

    Here is what to grasp.

    Why dividends are sexy in difficult financial instances

    “Dividend-paying firms are in most cases going to have upper ranges of loose money go with the flow,” stated Dave Sekera, leader U.S. marketplace strategist at Morningstar. They usually is also valued extra modestly, he stated.

    “Either one of the ones have for sure been sexy for traders this 12 months as we see the financial system softening, rates of interest emerging and inflation nonetheless operating sizzling,” Sekera stated.

    Dividend-payers have a tendency to be massive, mature firms, generating services nonetheless wanted right through a recession, defined Kashif Ahmed, a CFP and president at American Personal Wealth in Bedford, Massachusetts.  

    “No person wishes a Rolex each day, however all of us want bathroom paper,” he stated.

    Some firms have a historical past of accelerating dividends every year, even right through earlier recessions, referred to as the “dividend aristocrats.” And plenty of firms are sluggish to chop dividends, offering some traders with dependable money go with the flow.

    Be important when chasing top dividend yields

    Whilst a better dividend payout is also interesting right through a flat or down marketplace, it’s a must to assess what you are purchasing ahead of including new property for your portfolio. As Bishop identified, there may also be dangers.

    There are two portions to an organization’s dividend yield: the once a year dividend according to percentage and present percentage worth, Bishop defined. If the dividend yield is a long way above equivalent firms, the inventory worth could have dropped for more than a few causes.

    Other folks on occasion chase dividends and so they don’t perceive the dangers.

    Scott Bishop

    Govt director of wealth answers of Avidian Wealth Answers

    “You should not simply take a look at dividend yield,” Bishop stated, explaining why it is advisable to perceive the financials of the corporate.

    And for the ones unwilling to research each and every corporate, dividend-paying budget might be offering extra diversification than person shares.

    Stay dividend-payers in tax-friendly accounts

    Whether or not you obtain revenue from shares or bonds, you’ll be able to want to be strategic with what sort of account you employ to carry the ones property, Ahmed defined, particularly if you are an investor in a better tax bracket.

    Usually, it is higher to stay income-producing property, similar to dividend-paying shares, mutual budget with annual payouts or bond coupons, in tax-friendly accounts, like a 401(ok) or person retirement account, he stated. Differently, chances are you’ll owe annually taxes on capital beneficial properties.