Newell Brands (NASDAQ:NWL) Issues Earnings Results

Newell Brands (NASDAQ:NWL) issued its quarterly earnings data on Friday. The company reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.19 by $0.23, FiscalAI reports. The business had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $1.98 billion. Newell Brands had a negative net margin of 3.91% and a positive return on equity of 8.89%. The firm’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.24 EPS. Newell Brands updated its Q3 2026 guidance to 0.180-0.200 EPS and its FY 2026 guidance to 0.730-0.770 EPS.

Here are the key takeaways from Newell Brands’ conference call:

• Newell returned to growth for the first time in more than four years, with Q2 net sales up 3% and core sales up 2.3%, exceeding guidance. Five of six business units grew, led by Learning & Development and Outdoor & Recreation.
• U.S. distribution increased at a mid-single-digit rate, while consumer point-of-sale trends and market share improved for brands including Graco, Sharpie, Expo, and Coleman. Management said innovation, higher advertising investment, and stronger retail execution are driving the gains.
• The company raised its full-year outlook to 1%–2% net sales growth, flat to 1% core sales growth, 10%–10.4% normalized operating margin, and $0.73–$0.77 normalized EPS. Operating cash flow guidance was also increased to approximately $400 million, with year-end leverage expected below 4.5 times.
• Inflation expectations doubled to approximately $200 million for 2026, while net tariff-related P&L costs are projected at $127 million. Management said productivity savings and selective pricing are offsetting the pressure, but broad-based pricing actions may be needed if costs worsen.
• Q2 profitability benefited materially from nearly $100 million of recoveries related to tariffs expensed in 2025, plus $26 million tied to first-quarter 2026 tariffs. Excluding these recoveries, management said results still exceeded guidance, but the prior-year recovery is not expected to recur in 2027.

Newell Brands Stock Performance

NASDAQ:NWL traded up $0.46 on Friday, reaching $5.60. 39,608,071 shares of the company’s stock were exchanged, compared to its average volume of 8,049,067. The firm has a market cap of $2.38 billion, a price-to-earnings ratio of -8.36, a P/E/G ratio of 6.35 and a beta of 0.87. The company has a debt-to-equity ratio of 1.94, a current ratio of 1.04 and a quick ratio of 0.51. The stock has a fifty day simple moving average of $4.84 and a 200-day simple moving average of $4.39. Newell Brands has a 52 week low of $3.07 and a 52 week high of $7.13.

Newell Brands Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 29th were given a dividend of $0.07 per share. This represents a $0.28 dividend on an annualized basis and a yield of 5.0%. The ex-dividend date was Friday, May 29th. Newell Brands’s dividend payout ratio (DPR) is currently -41.79%.

Key Newell Brands News

Here are the key news stories impacting Newell Brands this week:

• Positive Sentiment: Q2 earnings and sales exceeded expectations. Newell reported adjusted earnings of $0.42 per share, well above the $0.19 consensus estimate and up from $0.24 a year earlier. Revenue rose 3% year over year to $1.99 billion, narrowly topping the $1.98 billion estimate. Newell Brands Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management highlighted a turnaround milestone. Newell said it returned to year-over-year growth in both net sales and core sales, with improvement described as broad-based across its portfolio. The company attributed the progress to product innovation and increased advertising and promotional support. Newell Brands Announces Second Quarter 2026 Results
• Positive Sentiment: Full-year profit guidance was raised substantially. Newell now expects 2026 normalized EPS of $0.73-$0.77, up from its previous $0.56-$0.60 range and above the roughly $0.57 analyst consensus. The company cited higher sales and a tariff refund as factors supporting the improved outlook. Newell Brands Lifts FY Profit View on Higher Sales, Tariff Refund
• Neutral Sentiment: Analyst sentiment remains cautious. Newell carries a consensus “Hold” rating, indicating that some investors may want additional evidence that the turnaround can be sustained. Newell Brands Given Consensus Hold Rating
• Negative Sentiment: Near-term guidance was slightly below expectations. Third-quarter EPS guidance of $0.18-$0.20 has a midpoint below the $0.20 consensus estimate, although projected revenue of $1.8-$1.9 billion is broadly consistent with forecasts.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on NWL. JPMorgan Chase & Co. upped their target price on Newell Brands from $5.00 to $7.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Royal Bank Of Canada set a $4.00 price objective on Newell Brands in a research report on Thursday, April 9th. Canaccord Genuity Group raised their target price on Newell Brands from $8.00 to $9.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Morgan Stanley downgraded shares of Newell Brands from an “equal weight” rating to an “underweight” rating and cut their price target for the stock from $4.00 to $3.50 in a report on Wednesday, May 20th. Finally, Citigroup reiterated a “neutral” rating on shares of Newell Brands in a research note on Tuesday, July 14th. Three equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Newell Brands presently has a consensus rating of “Hold” and an average target price of $5.38.

Insider Activity

In related news, insider Kristine Kay Malkoski sold 10,850 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $3.65, for a total value of $39,602.50. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Melanie Arlene Huet sold 91,000 shares of Newell Brands stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $4.50, for a total transaction of $409,500.00. Following the completion of the transaction, the insider owned 867 shares of the company’s stock, valued at $3,901.50. This represents a 99.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 202,750 shares of company stock valued at $812,396 over the last quarter. Company insiders own 1.64% of the company’s stock.

Institutional Investors Weigh In On Newell Brands

Several institutional investors have recently made changes to their positions in the stock. Quarry LP grew its position in shares of Newell Brands by 139.3% in the fourth quarter. Quarry LP now owns 7,416 shares of the company’s stock valued at $28,000 after purchasing an additional 4,317 shares in the last quarter. Summit Securities Group LLC purchased a new stake in Newell Brands during the 4th quarter worth about $30,000. Amundi bought a new position in Newell Brands in the 4th quarter worth about $39,000. Vontobel Holding Ltd. bought a new position in Newell Brands in the 4th quarter worth about $40,000. Finally, Abel Hall LLC purchased a new position in Newell Brands during the 4th quarter valued at about $42,000. Hedge funds and other institutional investors own 92.50% of the company’s stock.

About Newell Brands

Newell Brands Inc, trading on NASDAQ under the ticker NWL, is a global consumer goods company known for its diverse portfolio of household, commercial, and specialty products. Formed through the merger of Newell Rubbermaid and Jarden Corporation in 2016, the company traces its roots back to Newell Manufacturing, which was founded in 1903. Headquartered in Atlanta, Georgia, Newell Brands has built a reputation for widely recognized brands spanning multiple consumer categories.

The company’s business activities are organized across several segments, including writing and creative expression, home solutions, commercial products, and outdoor recreation.