NWL

Over the past six months (March 2026 - September 2026), Newell Brands' stock decreased by 8.05% in the past month, though it showed a 1.27% increase over the last 12 months and a 50.54% year-to-date return as of September 21, 2026. Key events include a Q2 2026 earnings beat on July 31, 2026, with an adjusted diluted EPS of $0.42 and net sales of $2.0 billion, which led to a 19.84% stock surge. The company raised its full-year 2026 guidance for sales, margins, and earnings, projecting an adjusted EPS of $0.73 to $0.77. Newell Brands benefited from substantial IEEPA tariff recoveries and ongoing productivity initiatives, including a reduction of over 900 employees, which contributed to improved margins. Analyst sentiment has been mixed but recently more constructive, with some raising price targets (e.g., JPMorgan Chase & Co. from $5.00 to $7.00), while others expressed concerns about cost pressures and demand risks, resulting in a consensus 'Hold' rating from ten research firms. Concerns exist regarding the company's over $4.5 billion long-term debt and the unsustainability of its $0.28 annual dividend given negative earnings and cash flow from operations.