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DOLE: Share Repurchase Program Will Support Upside Despite Margin Headwinds

Update shared on 12 Dec 2025

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AnalystHighTarget's Fair Value
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1Y
7.7%
7D
4.2%

Analysts have modestly raised their price target on Dole to $21.50, reflecting expectations for stronger revenue growth that more than offset slightly lower profit margin assumptions and a higher discount rate.

What's in the News

  • Dole recorded an $8.2 million impairment charge on property, plant and equipment and lease assets for the third quarter ended September 30, 2025 (company filing).
  • Dole announced a share repurchase program authorizing up to $100 million of common stock, with no stated expiration date (company announcement).
  • Dole's Board of Directors formally approved the buyback plan on November 7, 2025, providing governance backing for the repurchase authorization (Board resolution).

Valuation Changes

  • Fair Value Estimate: unchanged at $21.50 per share, indicating no revision to the central valuation target.
  • Discount Rate: risen slightly from 7.53 percent to 7.61 percent, reflecting a modest increase in perceived risk or required return.
  • Revenue Growth: increased significantly from approximately 1.0 percent to about 2.3 percent, signaling higher expectations for top line expansion.
  • Net Profit Margin: declined moderately from about 1.74 percent to roughly 1.51 percent, assuming a somewhat weaker profitability outlook.
  • Future P/E: risen moderately from 16.17x to 17.58x, implying a higher valuation multiple on forward earnings.

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