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Johnson & Johnson Lifts 2025 Outlook as Second-Quarter Results Top Street Views

Johnson & Johnson Lifts 2025 Outlook as Second-Quarter Results Top Street Views

Yahoo4 days ago
Johnson & Johnson (JNJ) raised its full-year outlook on Wednesday as the healthcare products conglom
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Invesco (NYSE:IVZ) jumps 14% this week, though earnings growth is still tracking behind five-year shareholder returns
Invesco (NYSE:IVZ) jumps 14% this week, though earnings growth is still tracking behind five-year shareholder returns

Yahoo

time26 minutes ago

  • Yahoo

Invesco (NYSE:IVZ) jumps 14% this week, though earnings growth is still tracking behind five-year shareholder returns

If you want to compound wealth in the stock market, you can do so by buying an index fund. But you can do a lot better than that by buying good quality businesses for attractive prices. For example, the Invesco Ltd. (NYSE:IVZ) share price is 91% higher than it was five years ago, which is more than the market average. It's fair to say the stock has continued its long term trend in the last year, over which it has risen 23%. On the back of a solid 7-day performance, let's check what role the company's fundamentals have played in driving long term shareholder returns. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). During the five years of share price growth, Invesco moved from a loss to profitability. That would generally be considered a positive, so we'd hope to see the share price to rise. You can see below how EPS has changed over time (discover the exact values by clicking on the image). We know that Invesco has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Invesco will grow revenue in the future. What About Dividends? As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of Invesco, it has a TSR of 136% for the last 5 years. That exceeds its share price return that we previously mentioned. The dividends paid by the company have thusly boosted the total shareholder return. A Different Perspective It's good to see that Invesco has rewarded shareholders with a total shareholder return of 29% in the last twelve months. Of course, that includes the dividend. That gain is better than the annual TSR over five years, which is 19%. Therefore it seems like sentiment around the company has been positive lately. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. Keeping this in mind, a solid next step might be to take a look at Invesco's dividend track record. This free interactive graph is a great place to start. If you are like me, then you will not want to miss this free list of undervalued small caps that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.

No signs of consumer rot in US markets — for now
No signs of consumer rot in US markets — for now

Yahoo

time26 minutes ago

  • Yahoo

No signs of consumer rot in US markets — for now

I have spent this earnings season doing three things. First, I am putting the new Yahoo Finance earnings call player through its paces. This is a great new feature on our platform, which you can access from the top of the company's ticker page during the earnings call. Second, I tried some new energy drinks I recently found at the Vitamin Shoppe. Always looking for that personal edge. And third, I'm hunting for signs of "consumer rot" to support a view that the stock market has gotten ahead of itself. I haven't found any, hence helping to explain why stocks are at records. As goes the US consumer, so goes the economy, and so goes the stock market! Or so I was told by my former boss 20 years ago during an office all-nighter. "I think people just want to live their lives, and that's what they're doing. I mean you're seeing a little less air travel, obviously, but people are still spending, and they are still traveling," American Express (AXP) CEO Stephen Squeri told me by phone on Friday. This came after the company posted a big second quarter and left its full-year outlook unchanged. Amex saw record card spending in the quarter. I continue to marvel at the strength of Amex every quarter, but maybe I shouldn't — it's one of Warren Buffett's oldest and most storied investments, right behind cane sugar soda-selling Coca-Cola (KO). Elsewhere, consumer rot is failing to pop up. Netflix (NFLX) called out "healthy member growth" as the key driver of its better-than-expected growth in the second quarter and guidance lift. The company has raised prices, and yet consumers haven't even blinked. Bring on "Happy Gilmore 2" on July 25! PepsiCo (PEP) CEO Ramon Laguarta told me by phone this week that consumers are responding to more affordable package sizes for beverages and snacks. Not exactly a ringing endorsement of consumer health, but shoppers seemed to be shunning those more affordable sizes last quarter. June retail sales data came in better than expected. I liked that the gains were dispersed across general merchandise stores and personal care stores. United Airlines (UAL) CEO Scott Kirby slipped in this comment on his earnings call this week: "Demand was weak for the last five months due to high levels of uncertainty for both businesses and consumers. I'm sure that's not a shocking thesis, but in the past few weeks, the level of uncertainty has declined. The tax situation is settled after the reconciliation bill passed. The geopolitical situation in the Middle East appears to have stabilized. And while tariffs are not yet certain, I think the market and most businesses have a much better read on how they'll manage in a narrower range of outcomes." "And encouragingly, that higher level of certainty has translated into a meaningful inflection point in demand," he added. For now, consumers appear to be handling tariff-related pricing hikes in stride. Surprising? Sure. But it's happening. "In the simplest language, the pig is coming through the python, but it's taking a lot longer to absorb the pig here. And maybe the negative effects of that trade war shock that we all have worried so much about, it's just going to take longer to play out," Apollo chief economist Torsten Sløk told me. (Disclosure: Yahoo Finance is owned by Apollo Global Management.) "The remarkable resilience of the economy that we've seen, especially here in the last few weeks, just continues to be very positive and very good," he said. Bottom line: As long as the consumer isn't rotting away, it will be hard to answer the phone calls of the bears. Trek on, bulls... for now. Yahoo Finance's Invest conference is coming up! Join me and the Yahoo Finance newsroom for our annual Invest conference, taking place in New York City, Nov. 12-13. The early list of speakers has been posted! And I can tell you from being in the trenches on this one, more market-moving folks will be added very soon. Come get up close and personal with them! And hey, come snap a pic with me too. Brian Sozzi is Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email

'Quiet cracking' is affecting millions of workers — why it's dangerous and how to spot it
'Quiet cracking' is affecting millions of workers — why it's dangerous and how to spot it

Yahoo

time26 minutes ago

  • Yahoo

'Quiet cracking' is affecting millions of workers — why it's dangerous and how to spot it

From The Great Resignation to quiet quitting, there's been no shortage of trends over the past few years that reflect growing dissatisfaction and disengagement in the workplace. The latest is quiet cracking, a phrase coined by TalentLMS, a learning management system company. The term describes a persistent sense of burnout and stagnation that leads to disengagement, poor performance, and a quiet urge to quit. Research from TalentLMS found that one in five employees (20%) are experiencing this phenomena on a frequent or constant basis, while another 34% say they experience it occasionally. 'Unlike quiet quitting, it doesn't show up in performance metrics immediately. But it is just as dangerous,' according to TalentLMS's report. And there's a tangible cost to this: Each year, disengaged employees cost the global economy $8.8 trillion, according to Gallup. Don't miss Thanks to Jeff Bezos, you can now become a landlord for as little as $100 — and no, you don't have to deal with tenants or fix freezers. Here's how I'm 49 years old and have nothing saved for retirement — what should I do? Don't panic. Here are 6 of the easiest ways you can catch up (and fast) Want an extra $1,300,000 when you retire? Dave Ramsey says this 7-step plan 'works every single time' to kill debt, get rich in America — and that 'anyone' can do it What is quiet cracking? While quiet quitting refers to workers who purposely slack off at a job they no longer want, quiet cracking refers to those who 'gradually become mired in feeling both unappreciated by managers and closed off from career advancement while doing work they otherwise like,' according to an article in Inc. Or, as TalentLMS puts it, people who feel 'some kind of workplace funk.' It goes beyond employee disengagement. Rather, 'it's something deeper and harder to detect,' according to TalentLMS. Employees are 'silently cracking under persistent pressure.' Those who frequently or constantly experience quiet cracking are '68% less likely to feel valued and recognized at work' compared to their peers, while only 62% feel 'secure and confident' in their future with the company. But this trend is also hard for employers to pinpoint. And even employees don't always recognize the warning signs until they're 'spinning their wheels doing jobs they're losing interest in yet stick with, fearing it will be too difficult to find a new one,' according to Inc. The TalentLMS survey of 1,000 U.S. employees found that their top concerns include: Economic uncertainty Workload and job expectations Poor leadership or uncertain company direction Layoffs or restructuring Lack of career advancement opportunities Read more: Americans are 'revenge saving' to survive — but millions only get a measly 1% on their savings. The trends impacting quiet cracking, and how to mitigate them The TalentLMS survey of 1,000 U.S. employees found that top concerns include: Economic uncertainty Workload and job expectations Poor leadership or uncertain company direction Layoffs or restructuring Lack of career advancement opportunities If so many employees are quietly cracking, what can employers and employees do about it? Recognizing what causes this condition is the first step toward finding solutions. The solution to this isn't actually that complicated, according to Nikhil Arora, CEO of Epignosis, the parent company of TalentLMS. 'When people feel stuck, unheard or unsure about their future, that's when disengagement creeps in. Giving employees space to grow — through learning, skilling and real conversations — is one of the most powerful ways to turn things around,' he said in a release. 1. Uncertainty and overload It's important to set expectations and balance workloads, since 29% of employees say their workload is unmanageable. This can be done by auditing workload distribution and providing stress management tools to employees. This can help them 'rediscover a sense of purpose and forward momentum, something we all seek at work and in life.' 2. Lack of recognition and growth Respondents who experienced quiet cracking are also 152% more likely to say they don't feel valued and recognized for the contributions at work. One of the simplest ways to combat this, according to TalentLMS, is to regularly recognize employees for their contributions. It's also important to set expectations and balance workloads, since 29% of employees say their workload is unmanageable. This can be done by auditing workload distribution and providing stress management tools to employees. 3. Few learning or career advancement opportunities The survey found that employees who received training in the past 12 months are 140% more likely to feel secure in their jobs — and TalentLMS advises employers to 'double down on learning and development' with 'structured, ongoing learning paths.' When it comes to combatting doubts about career advancement, 'employers must show belief in their employees' potential, which includes supporting growth, even when resources are tight,' according to an article in HR Executive. That could include mentorship and training opportunities, as well as clear communication about future paths. What employees and employers can do Employees who recognize the symptoms of quiet cracking can talk to their manager about managing their workload or clarifying job expectations. They could also provide suggestions to improve morale (such as peer-to-peer recognition) and ask about training and development opportunities. If these efforts turn out to be fruitless, it may be time to look for another job. Employers who want to tackle this form of disengagement can get started by auditing their current engagement efforts, identifying 'gaps in managerial support and recognition,' and starting small 'with consistent feedback and learning programs,' according to TalentLMS. As the report points out, quiet cracking isn't a well-being issue. Rather, it's a business issue: 'When employees quietly crack, they take productivity, creativity and loyalty with them.' Because when employees quietly crack, companies loudly pay the price. What to read next Robert Kiyosaki warns of 'massive unemployment' in the US due to the 'biggest change' in history — and says this 1 group of 'smart' Americans will get hit extra hard. Are you one of them? How much cash do you plan to keep on hand after you retire? Here are 3 of the biggest reasons you'll need a substantial stash of savings in retirement Rich, young Americans are ditching the stormy stock market — here are the alternative assets they're banking on instead Here are 5 'must have' items that Americans (almost) always overpay for — and very quickly regret. How many are hurting you? Stay in the know. Join 200,000+ readers and get the best of Moneywise sent straight to your inbox every week for free. This article provides information only and should not be construed as advice. It is provided without warranty of any kind. Solve the daily Crossword

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