NWL

NWL Earnings Preview

Newell Brands Inc. · Consumer Defensive · $2B

10d until earnings

NWL Earnings

Friday, May 01 2026
EPS Estimate
$-0.09
$-0.12 – $-0.05
Revenue Estimate
$1.5B
Current Price
$4.37

Our Position

neutral

Analysts raise targets on restructuring, but demand fades

structured data est. revisions rising (+6.4pp / 30d)

The target raises confirm Newell's restructuring is on track, but they don't signal conviction in a near-term turnaround. With margins volatile and top-line momentum absent, the company is still in cleanup mode rather than growth phase. Depressed valuation offers a floor, but recovery hinges on proof that cost cuts drive profits without losing sales.

Watch: Watch for Q1 guidance and any commentary on consumer demand trends. If topline weakness persists despite restructuring gains, the analyst confidence seen in February downgrades quickly.

Data Signal Summary

1 bullish
3 bearish
Estimates up +6% Insider selling cluster Put/call 5.1 (bearish skew) Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+6.4% 4up/0dn
Analyst Target (mean)
$5 $3–$9 +9%
Options P/C Ratio
5.09
Est. Dispersion
78% 9 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Two Sigma, Bridgewater

Recent Activity

insider trades 46 transactions
Sell · TURNER BRADFORD R (Officer) ·20,000 shares ·$179,200
Other · PETERSON CHRISTOPHER H (Chief Executive Officer) ·3,448,274 shares
Other · ERCEG MARK J (Chief Financial Officer) ·1,655,172 shares
Other · MALKOSKI KRISTINE KAY (Officer) ·137,200 shares
Other · HUET MELANIE ARLENE (Officer) ·58,591 shares
41 more
Other · DURAN NICOLAS ·64,265 shr
Other · POSTHAUER ROBERT F ·29,251 shr
Other · PETERSON CHRISTOPHER H ·532,903 shr
Other · ERCEG MARK J ·324,387 shr
Other · TURNER BRADFORD R ·173,441 shr
Other · SCHMIDT ROBERT ANDREW ·16,064 shr
Other · PLATT TRACY L ·77,996 shr
Other · PLATT TRACY L ·33,272 shr
Sell · HUET MELANIE ARLENE ·8,800 shr ·$44,968
Other · MALKOSKI KRISTINE KAY ·175,502 shr
Other · HUET MELANIE ARLENE ·40,228 shr
Other · TURNER BRADFORD R ·291,666 shr
Other · MCDERMOTT MICHAEL P ·175,502 shr
Award · SCHMIDT ROBERT ANDREW ·7,286 shr
Exercise · SCHMIDT ROBERT ANDREW ·7,286 shr ·$38,616
Other · PETERSON CHRISTOPHER H ·72,619 shr
Other · TERRY ANTHONY E ·19,441 shr
Other · RYAN BERMAN BRIDGET ·19,441 shr
Award · KEANE JAMES P ·24,274 shr
Exercise · KEANE JAMES P ·24,274 shr ·$127,681
Exercise · SPRIESER JUDITH A. ·19,441 shr ·$102,260
Other · LOPEZ GERARDO I ·19,441 shr
Other · PETERSON CHRISTOPHER H ·4,426 shr
Other · MALKOSKI KRISTINE KAY ·56,019 shr
Other · PETERSON CHRISTOPHER H ·228,870 shr
Other · TURNER BRADFORD R ·76,376 shr
Other · MCDERMOTT MICHAEL P ·56,019 shr
Other · DURAN NICOLAS ·48,673 shr
Other · ERCEG MARK J ·118,494 shr
Other · PLATT TRACY L ·35,745 shr
Sell · PLATT TRACY L ·23,343 shr ·$240,666
Other · STAHL STEPHANIE P ·18,285 shr
Other · LOPEZ GERARDO I ·18,285 shr
Other · GELLER MICHAL J ·8,623 shr
Other · TURNER BRADFORD R ·145,833 shr
Other · MCDERMOTT MICHAEL P ·87,751 shr
Other · MALKOSKI KRISTINE KAY ·87,751 shr
Sell · CAMPBELL PATRICK D ·50,000 shr ·$402,000
Other · TERRY ANTHONY E ·6,849 shr
Other · RYAN BERMAN BRIDGET ·18,285 shr
Other · SPRIESER JUDITH A. ·18,285 shr
analyst ratings 3 ratings
Canaccord Genuity Buy 4d ago
Citigroup Neutral 5d ago
Barclays Overweight 6d ago