Newell Brands Stock Jumps After Q2 Beat and Outlook Raise

Newell Brands (NWL) is up 20.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The biggest catalyst appears to be a stronger-than-expected second quarter, highlighted by Newell’s first year-over-year sales growth in more than four years, a large earnings beat, and a higher full-year outlook. Investors also seem encouraged that the company showed broad-based improvement across much of its portfolio, even though part of the profit upside came from tariff-related recoveries that may be viewed as nonrecurring.

Details:

Second-quarter net sales rose 3.0% to about $2.0 billion, while core sales increased 2.3%, marking a return to growth.

Normalized diluted earnings per share came in at $0.42, well above the roughly $0.19 consensus figure shown in earnings data summaries.

The company lifted its full-year 2026 outlook, including normalized EPS to $0.73 to $0.77 from $0.56 to $0.60, and raised its normalized operating margin forecast to 10.0% to 10.4%.

Reported results included roughly $126 million of pretax tariff recoveries tied to prior periods, but management still pointed to stronger sales, productivity gains, improved retail execution, and innovation as core drivers.

Sources:

Newell Brands, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$NWL Insider Trading Activity

$NWL insiders have traded $NWL stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $NWL stock by insiders over the last 6 months:

TRACY L PLATT (Chief Human Resources Officer) sold 96,169 shares for an estimated $447,185
BRADFORD R TURNER (Chief Legal & Admin. Officer) sold 100,000 shares for an estimated $360,000
KRISTINE KAY MALKOSKI (President, Learning & Dev.) has made 0 purchases and 2 sales selling 11,750 shares for an estimated $42,896.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$NWL Hedge Fund Activity

We have seen 206 institutional investors add shares of $NWL stock to their portfolio, and 162 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 7,952,865 shares (-12.5%) from their portfolio in Q1 2026, for an estimated $27,278,326
FMR LLC removed 6,641,497 shares (-95.4%) from their portfolio in Q1 2026, for an estimated $22,780,334
MARSHALL WACE, LLP added 6,528,490 shares (+782.3%) to their portfolio in Q1 2026, for an estimated $22,392,720
AQR CAPITAL MANAGEMENT LLC added 6,230,884 shares (+29.4%) to their portfolio in Q1 2026, for an estimated $21,371,932
UBS GROUP AG added 3,607,540 shares (+77.8%) to their portfolio in Q1 2026, for an estimated $12,373,862
BALYASNY ASSET MANAGEMENT L.P. added 2,385,049 shares (+777.8%) to their portfolio in Q1 2026, for an estimated $8,180,718
RUBRIC CAPITAL MANAGEMENT LP added 2,257,431 shares (+17.4%) to their portfolio in Q1 2026, for an estimated $7,742,988

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$NWL Price Targets

Multiple analysts have issued price targets for $NWL recently. We have seen 6 analysts offer price targets for $NWL in the last 6 months, with a median target of $4.5.

Here are some recent targets:

Dara Mohsenian from Morgan Stanley set a target price of $3.5 on 05/20/2026
Filippo Falorni from Citigroup set a target price of $4.75 on 05/04/2026
Peter Grom from UBS set a target price of $4.25 on 05/04/2026
Brian McNamara from Canaccord Genuity set a target price of $9.0 on 04/16/2026
Lauren Lieberman from Barclays set a target price of $5.0 on 04/14/2026
Steve Powers from Deutsche Bank set a target price of $3.0 on 03/30/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.