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Will Newell’s Losses, Impairments and Flat Outlook Reshape Newell Brands' (NWL) Dividend-Driven Narrative?

Simply Wall St·02/14/2026 09:25:07
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  • Newell Brands Inc. recently reported fourth-quarter 2025 results showing sales of US$1,897 million, a larger net loss of US$315 million, and significantly higher impairment charges of US$340 million on acquired intangible assets, while also issuing guidance that implies flat to slightly declining net sales for early 2026 and the full year.
  • Despite these operating and impairment pressures, the company declared a quarterly cash dividend of US$0.07 per share payable in March 2026, underscoring its decision to keep returning cash to shareholders even as losses persist.
  • With weaker earnings, higher impairments, and muted sales guidance now on the table, we’ll examine how this reshapes Newell Brands’ investment narrative.

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Newell Brands Investment Narrative Recap

To own Newell Brands today, you need to believe its turnaround efforts in brands, margins, and cash flow can ultimately outweigh current losses and soft sales. The latest results and guidance keep the near term focused on whether management can stabilize revenue while absorbing heavy impairments, with execution on cost savings still the key catalyst. The biggest risk right now is that ongoing sales pressure and leverage make it harder to fund the reinvestment needed to revive the portfolio.

The most relevant update here is the 2026 sales guidance, which points to roughly flat revenue at best after a year of declining sales and larger losses. Set against the Global Productivity Plan announced in late 2025, this raises the stakes for Newell to translate restructuring and cost cuts into visible operating improvement rather than just one off charges. How convincingly the company can protect margins while sales remain under pressure will matter more than any single quarter’s dividend declaration.

Yet beneath the dividend and impairment headlines, investors should also be aware of the pressure that elevated leverage and weaker earnings could place on Newell’s ability to reinvest in its brands and ...

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

Newell Brands' narrative projects $7.6 billion revenue and $482.4 million earnings by 2028. This requires 1.0% yearly revenue growth and a $725.4 million earnings increase from -$243.0 million today.

Uncover how Newell Brands' forecasts yield a $5.05 fair value, a 7% upside to its current price.

Exploring Other Perspectives

NWL 1-Year Stock Price Chart
NWL 1-Year Stock Price Chart

Before this earnings miss and muted 2026 outlook, the most bearish analysts already expected roughly flat revenue around US$7.3 billion and only US$394.5 million of earnings by 2028, which is far more pessimistic than the consensus margin improvement story. If you worry about debt limiting innovation and marketing, this new guidance could push you closer to that cautious camp, so it is worth weighing how both narratives might shift as more data comes through.

Explore 7 other fair value estimates on Newell Brands - why the stock might be worth just $5.05!

Build Your Own Newell Brands Narrative

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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.