View ValuationScotts Miracle-Gro 将来の成長Future 基準チェック /16Scotts Miracle-Groは、10.6%と1.2%でそれぞれ年率10.6%で利益と収益が成長すると予測される一方、EPSはgrowで13.7%年率。主要情報10.6%収益成長率13.68%EPS成長率Chemicals 収益成長17.1%収益成長率1.2%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日30 Apr 2026今後の成長に関する最新情報お知らせ • May 01the Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal 2026. For the period, the company re-affirmed U.S. Consumer net sales low single-digit growth.Major Estimate Revision • Feb 24Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$2.80 to US$3.23. Revenue forecast unchanged at US$3.31b. Net income forecast to grow 43% next year vs 44% growth forecast for Chemicals industry in the US. Consensus price target of US$74.00 unchanged from last update. Share price was steady at US$70.52 over the past week.お知らせ • Jan 28The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal Year 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects U.S. Consumer net sales low single-digit growth.お知らせ • Jul 30+ 1 more updateThe Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Year Fiscal 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full year fiscal 2025. U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).お知らせ • Jun 05The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Fiscal Year 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full fiscal year 2025. For the year, the company expects U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).分析記事 • Nov 09The Scotts Miracle-Gro Company Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextIt's been a sad week for The Scotts Miracle-Gro Company ( NYSE:SMG ), who've watched their investment drop 19% to...すべての更新を表示Recent updatesライブニュース • May 07Scotts Miracle-Gro Faces Ongoing Investor Litigation Over Alleged Misstatements on Demand and HawthorneA federal judge has allowed key parts of an investor fraud lawsuit against Scotts Miracle-Gro to proceed, keeping several core allegations intact. Claims focus on alleged misstatements around product demand, inventory levels and the performance of the Hawthorne cannabis-focused segment during and after the pandemic demand shift. CEO James Hagedorn and former CFO Cory Miller remain as defendants, while some other claims and executives have been dismissed from the case. For you as an investor, the ruling means this litigation will continue to hang over the company rather than being resolved at this stage. The court’s decision does not establish liability, but it signals that the allegations are detailed enough to warrant further examination through the legal process. Ongoing legal proceedings can affect management’s time and attention, add legal costs and create uncertainty around potential outcomes. It may be useful to track future filings and company updates on this case, especially any disclosures about possible financial impact, changes to risk factors or commentary on demand, inventory and Hawthorne that relate to the issues raised in the lawsuit.お知らせ • May 01the Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal 2026. For the period, the company re-affirmed U.S. Consumer net sales low single-digit growth.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Earnings have declined by 19% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Buy Or Sell Opportunity • Apr 28Now 23% undervaluedOver the last 90 days, the stock has risen 4.1% to US$65.38. The fair value is estimated to be US$84.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.5% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.Declared Dividend • Apr 23First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 22nd May 2026 Payment date: 5th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.6% to bring the payout ratio under control. EPS is expected to grow by 81% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 23The Scotts Miracle-Gro Company to Report Q2, 2026 Results on Apr 29, 2026The Scotts Miracle-Gro Company announced that they will report Q2, 2026 results Pre-Market on Apr 29, 2026お知らせ • Apr 21The Scotts Miracle-Gro Company Announces Quarterly Cash Dividend, Payable on June 5, 2026The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a quarterly cash dividend of $0.66 per share. The dividend is payable on June 5, 2026, to shareholders of record as of May 22, 2026.Seeking Alpha • Apr 13Scotts Miracle-Gro: Sowing The Seeds Of Future GrowthSummary Scotts Miracle-Gro remains a 'buy' as operational turnaround and balance sheet improvements drive resilience amid macro uncertainty. SMG's quasi-discretionary lawn and garden demand is expected to withstand higher oil prices, with minimal trade-down risk due to its higher-income customer base. Retailer inventory management is pushing revenue into Q2, exaggerating seasonality but not impacting full-year expectations or guidance. Leverage is declining toward 3.7-3.8x, dividend yield is secure at 4%, and medium-term margin risk from input costs is manageable until 2027. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Mar 26Now 26% undervaluedOver the last 90 days, the stock has risen 7.4% to US$62.19. The fair value is estimated to be US$83.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.6% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.ナラティブ更新 • Mar 19SMG: Reaffirmed Outlook And Buybacks Will Support Underappreciated Growth ProfileNarrative Update Analysts have lifted their average price target on Scotts Miracle-Gro by about $5 to the mid $70s, citing refreshed sector targets, recent meetings, and a view that the company’s growth profile remains underappreciated. Analyst Commentary Recent research updates show a cluster of higher price targets for Scotts Miracle-Gro, with bullish analysts recalibrating their models following fiscal Q1 earnings and upcoming investor meetings.お知らせ • Mar 18ScottsMiracle-Gro, Bonnie Plants And Gardenuity Launches Inspired To Gro Patio Garden CollectionScottsMiracle-Gro, Bonnie Plants and Gardenuity announced the launch of the Inspired to Gro Patio Garden Collection, a fully integrated gardening experience designed to help new and emerging gardeners grow successfully from day one. Inspired to Gro combines ScottsMiracle-Gro’s plant nutrients, Bonnie Plants’ fully rooted starter plants and Gardenuity’s guided gardening platform – including its curated container garden design, integrated growing components and personalized guidance platform – into a single product offering. This strategic collaboration between three leaders in the lawn and garden industry aims to remove the barriers that have historically prevented millions of interested consumers from starting and sustaining a garden. Inspired to Gro delivers everything needed to plant, grow and thrive in one seamless experience. While millions of Americans express interest in gardening, many struggle with where to begin or how to maintain success over time. Inspired to Gro addresses the barriers. Gardenuity was founded on the belief that gardening should be accessible to everyone, regardless of experience or space. Inspired to Gro removes the uncertainty that keeps so many people from starting by giving them the tools, plants and guided support they need to grow successfully from day one. The launch comes as consumers increasingly prioritize wellness, sustainability and fresh food access, fueling renewed interest in home gardening. Bonnie Plants, which has supplied vegetable and herb plants to American gardeners for more than a century, sees the collaboration as an important step in expanding access to gardening. For more than 100 years, Bonnie Plants has helped people grow their own food at home. Inspired to Gro builds on that legacy by making gardening more approachable and successful for more people. The collection features thoughtfully curated plant selections to support wellness, nourishment and enjoyment. The Inspired to Gro Patio Garden Collection includes three distinct offerings — Everyday Good Seasonal Herb Garden, Well Bloomed Limited Edition Edible Flower and Seasonal Herb Garden and Simply Rooted Seasonal Vegetable and Herb Garden. Inspired to Gro is now available on Amazon, Bonnieplants.com and Gardenuity.com with plans to expand to other ecommerce sites. Each Inspired to Gro garden includes: Gardenuity’s signature 5-gallon, double-stitched grow bag with reinforced handles for optimal root health and durability. Custom-blended soil, formulated specifically for container growing success. Four fully rooted Bonnie Plants selected and aligned to the consumer’s location and seasonal growing conditions. Miracle-Gro Pour & Feed Plant Food to provide essential nutrients to support plant growth and vitality. Grow Pro support from Gardenuity, including personalized guidance and weather-based garden notifications to help ensure ongoing success.ナラティブ更新 • Mar 05SMG: Reaffirmed Outlook And Buybacks Will Support Underappreciated Earnings CertaintyNarrative Update The analyst price target for Scotts Miracle-Gro has increased by $4 to $75.50. This change reflects analysts' updated models, which incorporate revised sector targets and what they identify as an underappreciated growth profile following recent research meetings and commentary.Major Estimate Revision • Feb 24Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$2.80 to US$3.23. Revenue forecast unchanged at US$3.31b. Net income forecast to grow 43% next year vs 44% growth forecast for Chemicals industry in the US. Consensus price target of US$74.00 unchanged from last update. Share price was steady at US$70.52 over the past week.ナラティブ更新 • Feb 15SMG: Updated Margins And Capital Returns Will Support Measured Future UpsideAnalysts have increased their price target on Scotts Miracle-Gro by $1, reflecting recent research that incorporates updated assumptions for the discount rate, margin profile, and forward P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as aligned with updated discount rate assumptions, suggesting that, under their models, the risk profile now supports a slightly higher equity value.Upcoming Dividend • Feb 13Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 20 February 2026. Payment date: 06 March 2026. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of American dividend payers (4.1%). Higher than average of industry peers (1.8%).お知らせ • Feb 04Miracle-Gro Introduces Refreshed Lineup of Their Indoor Soils and Plant FoodsMiracle-Gro introduced a refreshed lineup of their indoor soils and plant foods. In addition, they are launching new plant care solutions, plus a brand new organic plant food item designed to make indoor gardening an approachable form of self-care, helping people nurture their homes while supporting their well-being. Research shows Americans are nearly twice as likely to report a decline in mood during the winter months (41%) than an improvement (22%). Indoor gardening offers a calming, screen-free way to restore routine, confidence and a sense of progress rooted in care and growth. With simple, intuitive solutions, Miracle-Gro's refreshed indoor assortment removes the guesswork from plant care, making it easy for anyone - from first-time plant parents to seasoned growers - to build a wellness habit that fits seamlessly into everyday life. The updated lineup features over 10 best-selling Miracle-Gro indoor products with clearer, easier-to-shop packaging, designed to reduce decision fatigue and help shoppers quickly find the right solution for their plants. In addition, two new plant care solutions designed to combat pesky insects while beautifying plants, and one new easy-to-use organic plant food solution. Highlights from the refreshed indoor portfolio & new items include: Miracle-Gro Indoor Potting Mixes: Tailored mixes for All Plants, Cactus & Succulent, Tropicals, Orchids and Seed Starting support healthier growth with less guesswork. Miracle-Gro Indoor Plant Foods: Easy-to-use liquid plant foods deliver essential nutrients for stronger, healthier indoor plants. The variety includes All Plants, Cactus &Succulent, Tropicals,Orchids and Plant Food Spikes for All Plants. Miracle-Gro Organic Indoor Plant Food: Made from 94% plant based fertilizer ingredients, this new organic plant food provides instant nourishment for healthier, more resilient plants (vs unfed plants when used as directed). Miracle-Gro Plant Care Flying insect Traps: A sleek, double-sided leaf shaped design that blends seamlessly into plants while quietly capturing flying insects before they can damage roots - protecting both plants and peace of mind. Miracle-Gro Plant Care Leaf Protect & Shine: Gentle on plants and tough on pests, this solution helps protect against common houseplant issues, while beautifying natural leaf shine. Products range from $4.97 - $17.99 and are available at scottsmiraclegro.com and select national retailers, including Amazon, Home Depot, Target and Walmart. Availability may vary by product and retailer. For specific tips and tricks on indoor gardening, you can visit the Miracle-Gro website for helpful blog posts.ナラティブ更新 • Feb 01SMG: Margin Expansion And Debt Reduction Will Support Future Share OutperformanceNarrative Update on Scotts Miracle-Gro The analyst price target for Scotts Miracle-Gro has been adjusted slightly higher to US$74. Analysts point to expectations for a balance between volume and pricing, gross margin expansion, debt reduction, and a potential return to buybacks as key supports for their updated view.Declared Dividend • Jan 29First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 20th February 2026 Payment date: 6th March 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.6% to bring the payout ratio under control. EPS is expected to grow by 60% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jan 29The Scotts Miracle-Gro Company (NYSE:SMG) announces an Equity Buyback for $500 million worth of its shares.The Scotts Miracle-Gro Company (NYSE:SMG) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The repurchase program has no time limit.Reported Earnings • Jan 29First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.83 loss per share (improved from US$1.21 loss in 1Q 2025). Revenue: US$354.4m (down 15% from 1Q 2025). Net loss: US$47.8m (loss narrowed 31% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 124%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jan 28The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal Year 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects U.S. Consumer net sales low single-digit growth.お知らせ • Jan 27The Scotts Miracle-Gro Company Announces Quarterly Cash Dividend, Payable on March 6, 2026The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on March 6, 2026, to shareholders of record as of February 20, 2026.分析記事 • Jan 20Shareholders May Be More Conservative With The Scotts Miracle-Gro Company's (NYSE:SMG) CEO Compensation For NowKey Insights Scotts Miracle-Gro's Annual General Meeting to take place on 26th of January Total pay for CEO Jim...お知らせ • Jan 20The Scotts Miracle-Gro Company to Report Q1, 2026 Results on Jan 28, 2026The Scotts Miracle-Gro Company announced that they will report Q1, 2026 results at 9:00 AM, Eastern Standard Time on Jan 28, 2026ナラティブ更新 • Jan 12SMG: Debt Reduction And Margin Expansion Will Support Bullish OutlookAnalysts have raised their price target on Scotts Miracle-Gro to $74, up from $71, citing expectations for a healthier balance between volume and pricing, strong gross margin expansion, debt reduction, and the potential return of share buybacks into 2026. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$74 price target as reflecting confidence that a mix of volume and pricing can support the current valuation over the next year.お知らせ • Dec 18The Scotts Miracle-Gro Company, Annual General Meeting, Jan 26, 2026The Scotts Miracle-Gro Company, Annual General Meeting, Jan 26, 2026.分析記事 • Nov 12Why Scotts Miracle-Gro's (NYSE:SMG) Earnings Are Better Than They SeemShareholders appeared to be happy with The Scotts Miracle-Gro Company's ( NYSE:SMG ) solid earnings report last week...Declared Dividend • Nov 09Fourth quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 21st November 2025 Payment date: 5th December 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 16% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.52 (up from US$0.61 loss in FY 2024). Revenue: US$3.41b (down 3.9% from FY 2024). Net income: US$145.2m (up US$180.1m from FY 2024). Profit margin: 4.3% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 06+ 1 more updateThe Scotts Miracle-Gro Company Announces Quarterly Dividend, Payable on December 5, 2025The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on December 5, 2025, to shareholders of record as of November 21, 2025.お知らせ • Oct 23The Scotts Miracle-Gro Company to Report Q4, 2025 Results on Nov 05, 2025The Scotts Miracle-Gro Company announced that they will report Q4, 2025 results Pre-Market on Nov 05, 2025ナラティブ更新 • Sep 27Digital Transformation And Organic Trends Will Fuel Future ExpansionThe consensus price target for Scotts Miracle-Gro has declined to $73.71, primarily due to ongoing uncertainty and margin pressure from the delayed Hawthorne segment separation, outweighing improved EPS/revenue tracking and management's stable outlook. Analyst Commentary Bullish analysts cite management's reiterated guidance and a "fairly normal" outlook for the 2025 lawn and garden season, despite prior quarterly misses.分析記事 • Sep 15Slowing Rates Of Return At Scotts Miracle-Gro (NYSE:SMG) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Austin Miller was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Aug 22Should You Investigate The Scotts Miracle-Gro Company (NYSE:SMG) At US$61.24?While The Scotts Miracle-Gro Company ( NYSE:SMG ) might not have the largest market cap around , it saw significant...Upcoming Dividend • Aug 15Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 05 September 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.9%).New Risk • Aug 08New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (285% payout ratio). Large one-off items impacting financial results.お知らせ • Aug 06The Scotts Miracle-Gro Company Announces Changes to Board of DirectorsThe Scotts Miracle-Gro Company announced changes to its Board of Directors. Former U.S. Army Lt. General John R. Vines announced his retirement after more than 12 years on the Board, most recently as a member of the Nominating & Governance and Innovation & Technology committees. His term was set to expire at the 2027 annual meeting of shareholders. Although he no longer is a member of the Board, he will maintain an advisory role as Board member emeritus. Vines served 35 years in the military, commanding the U.S. Army’s XVII Airborne Corps and 27-nation Multi-National Corps in Iraq and the Combined Joint Task Force and 82nd Airborne Division in Afghanistan. Replacing Vines is retired U.S. Army General Scott Miller, who commanded at all grades, most notably as commanding general of the U.S. Army Maneuver Center at Fort Benning and as commander of the Joint Special Operations Command, where he directed U.S. operations in complex geopolitical regions including the Indo-Pacific, Africa, Middle East and South Asia. He also commanded assault forces in Mogadishu, Somalia, during “Blackhawk Down.” His numerous decorations and honors include two awards of the coveted Combat Infantryman Badge, two Purple Hearts, the Silver Star and an unprecedented 20 Overseas Service Bars denoting more than 10 full years in combat zones. In 2023, he was selected as a distinguished graduate of the United States Military Academy and the recipient of the Richard M. Helms Award presented by the CIA Memorial Foundation. In retirement, Miller has pursued an understanding of business serving in both leadership roles and board positions. Through the Miller Advisory Group he consults overseas, speaks on world topics and hosts leadership retreats. He is a senior fellow for the Combating Terrorism Center at the U.S. Military Academy, where he mentors future leaders, and is an ambassador for the nonprofit Shields and Stripes, which is focused on veterans and first responders.Reported Earnings • Aug 01Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: US$2.58 (up from US$2.33 in 3Q 2024). Revenue: US$1.19b (down 1.2% from 3Q 2024). Net income: US$149.1m (up 13% from 3Q 2024). Profit margin: 13% (up from 11% in 3Q 2024). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 01Third quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 22nd August 2025 Payment date: 5th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (285% earnings payout ratio). However, it is well covered by cash flows (40% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 217% to bring the payout ratio under control. EPS is expected to grow by 116% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Jul 30+ 1 more updateThe Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Year Fiscal 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full year fiscal 2025. U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).お知らせ • Jul 17The Scotts Miracle-Gro Company to Report Q3, 2025 Results on Jul 30, 2025The Scotts Miracle-Gro Company announced that they will report Q3, 2025 results at 9:00 AM, Eastern Standard Time on Jul 30, 2025分析記事 • Jul 06A Look At The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)Key Insights The projected fair value for Scotts Miracle-Gro is US$72.51 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jun 14The Scotts Miracle-Gro Company's (NYSE:SMG) Business Is Trailing The Industry But Its Shares Aren'tThere wouldn't be many who think The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1x is...お知らせ • Jun 05The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Fiscal Year 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full fiscal year 2025. For the year, the company expects U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).分析記事 • May 24Slowing Rates Of Return At Scotts Miracle-Gro (NYSE:SMG) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • May 16Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 06 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (2.2%).Buy Or Sell Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$53.85. The fair value is estimated to be US$68.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.新しいナラティブ • May 04Multi-Bag Strategy And New Products Will Drive Efficiency Transitioning to a multi-bag strategy and new product introductions are expected to drive revenue and improve gross margins in the consumer segment. Reported Earnings • May 01Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$3.78 (up from US$2.77 in 2Q 2024). Revenue: US$1.42b (down 6.8% from 2Q 2024). Net income: US$217.5m (up 38% from 2Q 2024). Profit margin: 15% (up from 10% in 2Q 2024). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.分析記事 • Apr 25Scotts Miracle-Gro (NYSE:SMG) Has Affirmed Its Dividend Of $0.66The Scotts Miracle-Gro Company's ( NYSE:SMG ) investors are due to receive a payment of $0.66 per share on 6th of June...Declared Dividend • Apr 24First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 23rd May 2025 Payment date: 6th June 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Apr 22The Scotts Miracle-Gro Company Declares Quarterly Dividend, Payable on June 6, 2025The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on June 6, 2025, to shareholders of record as of May 23, 2025.お知らせ • Apr 17The Scotts Miracle-Gro Company to Report Q2, 2025 Results on Apr 30, 2025The Scotts Miracle-Gro Company announced that they will report Q2, 2025 results Pre-Market on Apr 30, 2025お知らせ • Apr 11An undisclosed buyer acquired The Hawthorne Collective, Inc. from The Scotts Miracle-Gro Company (NYSE:SMG).An undisclosed buyer acquired The Hawthorne Collective, Inc. from The Scotts Miracle-Gro Company (NYSE:SMG) on April 10, 2025. Under terms of the deal, ScottsMiracle-Gro transferred The Hawthorne Collective to the strategic partner in exchange for an interest-bearing promissory note. The Company retains an option to reacquire The Hawthorne Collective or its assets should cannabis legalization and other measures to positively impact the industry be approved at the federal level. An undisclosed buyer acquired The Hawthorne Collective, Inc. from The Scotts Miracle-Gro Company (NYSE:SMG) on April 10, 2025.分析記事 • Mar 30At US$54.76, Is It Time To Put The Scotts Miracle-Gro Company (NYSE:SMG) On Your Watch List?The Scotts Miracle-Gro Company ( NYSE:SMG ), might not be a large cap stock, but it received a lot of attention from a...Buy Or Sell Opportunity • Mar 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$54.76. The fair value is estimated to be US$69.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 06the Scotts Miracle-Gro Company Appoints Martha Stewart as Chief Gardening OfficerThe Scotts Miracle-Gro Company announced that lifestyle and gardening expert Martha Stewart has joined Miracle-Gro as Chief Gardening Officer. A self-proclaimed 'Dirt Nerd,' Martha is inherently aligned with the mission of Miracle-Gro to get more Americans outside in their gardens and cultivate creativity with their dirt canvases. Martha Stewart will expand her role as the face of the "Gro Like Martha" campaign by collaborating with Miracle-Gro on exclusive content for Miracle-Gro platforms. This new content series, called "GROwing with Martha Stewart," will feature monthly videos, newsletters, and a downloadable calendar with Martha's product recommendations and gardening insights for all skill levels. Additionally, Martha has a new Gardening Handbook set to release on March 18. As Miracle-Gro's Chief Gardening Officer, Martha will serve as a strategic advisor with an eye toward the future of the brand, providing insights based on her experience and acumen in both business and the garden.お知らせ • Mar 04The Scotts Miracle-Gro Company Appoints Jim Safka as Senior Vice President of EcommerceThe Scotts Miracle-Gro Company announced that Jim Safka has been named senior vice president of ecommerce. Safka is an accomplished executive with extensive and pioneering experience in technology, marketing and management. He previously served as CEO of Match.com, which grew by more than 20% annually under his leadership. He also ran AT&T Wireless’s ecommerce platform, where under his leadership the digital channel generated significant revenue and profitability increases. Previously, he was CEO of Ask.com, ran a venture portfolio and held key product and marketing roles at E-Trade and Intuit. Most recently, Safka was chief marketing officer at CapConnect+, a financial technology company whose digital marketplace simplifies fixed income issuing and investing. Safka holds a bachelor’s degree from the University of Southern California and earned his master’s in management and marketing from the Kellogg School of Management at Northwestern University.分析記事 • Feb 22Subdued Growth No Barrier To The Scotts Miracle-Gro Company's (NYSE:SMG) PriceThere wouldn't be many who think The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1x is...Upcoming Dividend • Feb 14Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 21 February 2025. Payment date: 07 March 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.0%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (2.0%).Seeking Alpha • Feb 02Scotts Miracle-Gro: Stabilizing Revenue And Margin Expansion Drive OptimismSummary Scotts Miracle-Gro shows stabilizing revenue, robust margin expansion, and strategic initiatives for long-term growth, making it an appealing investment opportunity. Management focuses on debt reduction, cost savings, and expanding demographic reach, particularly within the Hispanic market, positioning SMG for sustainable growth. The planned spin-off of Hawthorne Gardening simplifies the business, enhancing valuation clarity and focusing on core lawn and garden segments. Read the full article on Seeking Alpha分析記事 • Feb 01Scotts Miracle-Gro's (NYSE:SMG) Dividend Will Be $0.66The Scotts Miracle-Gro Company ( NYSE:SMG ) has announced that it will pay a dividend of $0.66 per share on the 7th of...お知らせ • Feb 01The Scotts Miracle-Gro Company Appoints Nick Miaritis to Board of DirectorsThe Scotts Miracle-Gro Company announced that Nick Miaritis has been named to its Board of Directors. Miaritis is chief client officer at VaynerMedia, a global creative and media agency, where he leads brand partnerships, accelerates growth opportunities and develops new capabilities. With a passion for crafting culturally relevant content for Fortune 500 brands, he infuses every project with his unique creative vision and strategic edge. Since joining VaynerMedia, he has created leading campaigns, such as Duracell’s “I Buy My Own Batteries” and Planters “Death of Mr. Peanut." Miaritis, a graduate of Georgetown University, is co-founder of the trivia app, FleetWit, and is an advisor to the payments platform Prizeout. He fills the Board seat previously held by Tom Kelly, who retired January 31, 2025, after nearly 20 years as a Board member. Kelly most recently chaired the innovation committee, where he helped guide product strategy and development. The appointment of Miaritis reflects the Board’s focus on adding expanded skills and experiences for fresh perspectives and viewpoints. He is the fifth appointment to the Board since 2022, joining fellow Board members Robert Candelino, Mark Kingdon, Brian Sandoval and Edith Avilés.Recent Insider Transactions Derivative • Jan 31CEO & Chairman of the Board notifies of intention to sell stockJames Hagedorn intends to sell 143k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of January. If the sale is conducted around the recent share price of US$71.56, it would amount to US$10m. For the year to September 2018, James' total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, James' direct individual holding has increased from 48.06k shares to 73.96k. Company insiders have collectively sold US$2.4m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Jan 30First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Jan 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$1.21 loss per share (improved from US$1.42 loss in 1Q 2024). Revenue: US$416.8m (up 1.6% from 1Q 2024). Net loss: US$69.5m (loss narrowed 14% from 1Q 2024). Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Jan 28the Scotts Miracle-Gro Company Announces Quarterly Dividend, Payable on March 7, 2025The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on March 7, 2025, to shareholders of record as of February 21, 2025.お知らせ • Jan 15The Scotts Miracle-Gro Company to Report Q1, 2025 Results on Jan 29, 2025The Scotts Miracle-Gro Company announced that they will report Q1, 2025 results Pre-Market on Jan 29, 2025分析記事 • Jan 15Calculating The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)Key Insights Using the 2 Stage Free Cash Flow to Equity, Scotts Miracle-Gro fair value estimate is US$74.47 With...分析記事 • Dec 28When Should You Buy The Scotts Miracle-Gro Company (NYSE:SMG)?While The Scotts Miracle-Gro Company ( NYSE:SMG ) might not have the largest market cap around , it received a lot of...お知らせ • Dec 20The Scotts Miracle-Gro Company, Annual General Meeting, Jan 27, 2025The Scotts Miracle-Gro Company, Annual General Meeting, Jan 27, 2025.Recent Insider Transactions • Dec 08CEO & Chairman of the Board recently sold US$1.4m worth of stockOn the 4th of December, James Hagedorn sold around 18k shares on-market at roughly US$75.68 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 05CEO & Chairman of the Board notifies of intention to sell stockJames Hagedorn intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$75.68, it would amount to US$1.4m. For the year to September 2018, James' total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, James' direct individual holding has increased from 39.03k shares to 90.34k. Company insiders have collectively sold US$692k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 27+ 1 more updateThe Scotts Miracle-Gro Co. Announces CFO ChangesThe Scotts Miracle-Gro Co. announced expanded responsibilities of Mark Scheiwer, who has served as VP and treasurer since December 2022, becoming interim chief financial officer on January 1, 2025. Matt Garth, who also was chief administrative officer, will depart as CFO on December 31, 2024. He will help facilitate a seamless transition during the time leading up to January 1, 2025. Garth joined Scotts Miracle-Gro as CFO two years ago. The company said Garth's planned departure did not result from any disagreement with the Company or any matter relating to the Company's financial reporting, policies or practices. Scheiwer has more than 13 years of experience in a wide range of finance leadership roles at ScottsMiracle-Gro. The Company will conduct a search for a permanent CFO with the assistance of an executive search firm that is expected to consider internal and external candidates. Scheiwer joined the Company in September 2011 and has held financial roles with increasing responsibility. He previously held a senior audit position with Ernst & Young.Seeking Alpha • Nov 20Scotts Miracle-Gro: Mixed Execution And Limited Future Debt Reduction Cap Upside (Downgrade)Summary Scotts Miracle-Gro's stock has been volatile, with a 34% rally over the past year but a 70% drop from its all-time high. Q4 results showed mixed performance: US consumer sales rose by 54%, while Hawthorne sales fell significantly due to market oversupply. The 2025 outlook is disappointing, with only 2% top-line growth expected and ongoing challenges in the Hawthorne segment. Despite efforts to improve margins and reduce debt, SMG's free cash flow and leverage targets suggest limited upside, making it an unattractive investment. Read the full article on Seeking Alpha分析記事 • Nov 09The Scotts Miracle-Gro Company Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextIt's been a sad week for The Scotts Miracle-Gro Company ( NYSE:SMG ), who've watched their investment drop 19% to...分析記事 • Nov 08Scotts Miracle-Gro (NYSE:SMG) Has Announced A Dividend Of $0.66The Scotts Miracle-Gro Company's ( NYSE:SMG ) investors are due to receive a payment of $0.66 per share on 6th of...Reported Earnings • Nov 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.61 loss per share (improved from US$6.79 loss in FY 2023). Revenue: US$3.55b (flat on FY 2023). Net loss: US$34.9m (loss narrowed 91% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Nov 05+ 1 more updateThe Scotts Miracle-Gro Company Appoints Rob Candelino to Board of DirectorsThe Scotts Miracle-Gro Company announced that Rob Candelino has been named to its Board of Directors. Candelino is CEO of PetSafe Brands, the world’s leading pet-technology and services company. He also serves on its Board of Directors. Prior to joining PetSafe, Candelino spent 25 years with Unilever in a variety of roles and with increasing responsibilities, the latest of which was CEO of Unilever Thailand and Regional Head of Inland ASEAN. Candelino has broad and deep global experience in consumer brands, from product development and innovation to marketing, sales and strategy. He has led award-winning initiatives for iconic brands, such as Dove and Dove Men+Care. In 2013, he was inducted into the American Advertising Federation’s Hall of Achievement in recognition of his significant contributions to the advertising and media industry. Candelino is a graduate of The University of Guelph, in Ontario, Canada, where he was recently recognized as a “Notable Alumni” for his accomplishments and philanthropic leadership. He has served on the boards of directors of nonprofit organizations, such as Clean the World Foundation, and the Personal Care Products Council. He fills the Board seat that previously was held by Nancy Mistretta, who retired in January 2024.お知らせ • Oct 23The Scotts Miracle-Gro Company to Report Q4, 2024 Results on Nov 06, 2024The Scotts Miracle-Gro Company announced that they will report Q4, 2024 results Pre-Market on Nov 06, 2024Price Target Changed • Oct 16Price target increased by 7.8% to US$88.86Up from US$82.43, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$89.84. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$1.44 next year compared to a net loss per share of US$6.79 last year.分析記事 • Sep 08Unpleasant Surprises Could Be In Store For The Scotts Miracle-Gro Company's (NYSE:SMG) SharesIt's not a stretch to say that The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1.1x...分析記事 • Aug 21Capital Allocation Trends At Scotts Miracle-Gro (NYSE:SMG) Aren't IdealTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Upcoming Dividend • Aug 16Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 06 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (2.3%).分析記事 • Aug 03Scotts Miracle-Gro (NYSE:SMG) Is Due To Pay A Dividend Of $0.66The Scotts Miracle-Gro Company ( NYSE:SMG ) has announced that it will pay a dividend of $0.66 per share on the 6th of...Price Target Changed • Aug 02Price target increased by 7.6% to US$81.00Up from US$75.29, the current price target is an average from 7 analysts. New target price is 13% above last closing price of US$71.66. Stock is up 29% over the past year. The company is forecast to post earnings per share of US$1.47 next year compared to a net loss per share of US$6.79 last year.Declared Dividend • Aug 02Third quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 23rd August 2024 Payment date: 6th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (16% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Aug 01Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$2.33 (up from US$0.78 in 3Q 2023). Revenue: US$1.20b (up 7.5% from 3Q 2023). Net income: US$132.1m (up 202% from 3Q 2023). Profit margin: 11% (up from 3.9% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Jul 31The Scotts Miracle-Gro Company Announces Quarterly Dividend Payment, Payable on September 6, 2024The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on September 6, 2024, to shareholders of record as of August 23, 2024.Buy Or Sell Opportunity • Jul 17Now 21% overvaluedOver the last 90 days, the stock has fallen 1.1% to US$67.24. The fair value is estimated to be US$55.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jul 17Calculating The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)Key Insights Scotts Miracle-Gro's estimated fair value is US$55.72 based on Dividend Discount Model Current share price...お知らせ • Jun 09Robbins Geller Rudman & Dowd LLP Announces The Scotts Miracle-Gro Company Investors with Substantial Losses Have Opportunity to Lead the Scotts Miracle-Gro Class Action LawsuitRobbins Geller Rudman & Dowd LLP announced that purchasers of The Scotts Miracle-Gro Company common stock between November 3, 2021 and August 1, 2023, inclusive (the “Class Period”), have until August 5, 2024 to seek appointment as lead plaintiff of the Scotts Miracle-Groclass action lawsuit. Captioned City of Hialeah Employees’ Retirement System v. The Scotts Miracle-Gro Company, No. 24-cv-03132 (S.D. Ohio), the Scotts Miracle-Groclass action lawsuit charges Scotts Miracle-Gro and certain of Scotts Miracle-Gro’s top current and former executives with violations of the Securities Exchange Act of 1934. Case Allegations: Scotts Miracle-Gro produces various lawn, garden, and agricultural products for both consumer and professional purposes. The Scotts Miracle-Gro class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Scotts Miracle-Gro had an oversupply of inventory that far exceeded consumer demand; and (ii) Scotts Miracle-Gro executives engaged in a scheme to saturate Scotts Miracle-Gro’s sales channel with more product than those retailers could sell through to end users, a practice that required Scotts Miracle-Gro sales personnel to pressure retailers to purchase more inventory than they wanted or needed. The Scotts Miracle-Gro class action lawsuit further alleges that on June 8, 2022, Scotts Miracle-Gro admitted that replenishment orders from its U.S. retailers were more than $300 million below target in the month of May alone, 2022 full-year earnings would be roughly half of Scotts Miracle-Gro’s prior guidance, and Scotts Miracle-Gro would take on additional debt to cover restructuring charges as it attempted to cut costs. On this news, the price of Scotts Miracle-Gro stock fell nearly 9%, according to the complaint. Then, on August 2, 2023, the Scotts Miracle-Groclass action lawsuit further alleges that Scotts Miracle-Gro disclosed that: (i) it had modified its debt covenants to permit a 7.00 times debt-to-EBITDA ratio, from the original covenant that only permitted a 6.25 times debt-to-EBITDA ratio; (ii) quarterly sales for Scotts Miracle-Gro’s third quarter had declined by 6% and gross margins fell by 420 basis points; and (iii) Scotts Miracle-Gro slashed fiscal year EBITDA guidance by 25% and announced it had to take a $20 million write down for “pandemic driven excess inventories.” On this news, the price of Scotts Miracle-Gro stock fell more than 19%, according to the complaint. The Lead Plaintiff Process: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased Scotts Miracle-Gro common stock during the Class Period to seek appointment as lead plaintiff in the Scotts Miracle-Groclass action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Scotts Miracle-Groclass action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Scotts Miracle-Groclass action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Scotts Miracle-Groclass action lawsuit.Upcoming Dividend • May 16Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.8%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.9%).業績と収益の成長予測NYSE:SMG - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/20283,51028229340959/30/20273,41126928238979/30/20263,32519227836973/28/20263,471206380478N/A12/27/20253,401164358446N/A9/30/20253,413145274371N/A6/28/20253,35960245316N/A3/29/20253,37343382449N/A12/28/20243,509-20490565N/A9/30/20243,553-35584668N/A6/29/20243,513-2599981,084N/A3/30/20243,429-3489641,059N/A12/30/20233,435-396518619N/A9/30/20233,551-380438531N/A7/1/20233,671-132458546N/A4/1/20233,738-619347447N/A12/31/20223,885-452108205N/A9/30/20223,924-437-242-129N/A7/2/20224,168-266-329-201N/A4/2/20224,592408-290-171N/A1/1/20224,742442-191-73N/A9/30/20214,925516165272N/A7/3/20215,078569210308N/A4/3/20214,960543378465N/A1/2/20214,514482380456N/A9/30/20204,132386495558N/A6/27/20203,739327292347N/A3/28/20203,417301115166N/A12/28/20193,224448N/A142N/A9/30/20193,156437N/A227N/A6/29/20193,092362N/A268N/A3/30/20192,917309N/A279N/A12/29/20182,74065N/A320N/A9/30/20182,663128N/A343N/A6/30/20182,606216N/A268N/A3/31/20182,585235N/A369N/A12/30/20172,656236N/A363N/A9/30/20172,642198N/A363N/A7/1/20172,338213N/A358N/A4/1/20172,359196N/A376N/A12/31/20162,519268N/A366N/A9/30/20162,506247N/A244N/A7/2/20162,809232N/A194N/A4/2/20162,926222N/A268N/A1/2/20162,753134N/A175N/A9/30/20152,371130N/A247N/A6/27/20152,807165N/A231N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SMGの予測収益成長率 (年間10.6% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: SMGの収益 ( 10.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。高成長収益: SMGの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SMGの収益 ( 1.2% ) US市場 ( 11.6% ) よりも低い成長が予測されています。高い収益成長: SMGの収益 ( 1.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SMGの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 10:25終値2026/05/08 00:00収益2026/03/28年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Scotts Miracle-Gro Company 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Alexander MarocciaBerenbergConstance ManeatyBMO Capital Markets Equity ResearchChristopher CareyBofA Global Research15 その他のアナリストを表示
お知らせ • May 01the Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal 2026. For the period, the company re-affirmed U.S. Consumer net sales low single-digit growth.
Major Estimate Revision • Feb 24Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$2.80 to US$3.23. Revenue forecast unchanged at US$3.31b. Net income forecast to grow 43% next year vs 44% growth forecast for Chemicals industry in the US. Consensus price target of US$74.00 unchanged from last update. Share price was steady at US$70.52 over the past week.
お知らせ • Jan 28The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal Year 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects U.S. Consumer net sales low single-digit growth.
お知らせ • Jul 30+ 1 more updateThe Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Year Fiscal 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full year fiscal 2025. U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).
お知らせ • Jun 05The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Fiscal Year 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full fiscal year 2025. For the year, the company expects U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).
分析記事 • Nov 09The Scotts Miracle-Gro Company Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextIt's been a sad week for The Scotts Miracle-Gro Company ( NYSE:SMG ), who've watched their investment drop 19% to...
ライブニュース • May 07Scotts Miracle-Gro Faces Ongoing Investor Litigation Over Alleged Misstatements on Demand and HawthorneA federal judge has allowed key parts of an investor fraud lawsuit against Scotts Miracle-Gro to proceed, keeping several core allegations intact. Claims focus on alleged misstatements around product demand, inventory levels and the performance of the Hawthorne cannabis-focused segment during and after the pandemic demand shift. CEO James Hagedorn and former CFO Cory Miller remain as defendants, while some other claims and executives have been dismissed from the case. For you as an investor, the ruling means this litigation will continue to hang over the company rather than being resolved at this stage. The court’s decision does not establish liability, but it signals that the allegations are detailed enough to warrant further examination through the legal process. Ongoing legal proceedings can affect management’s time and attention, add legal costs and create uncertainty around potential outcomes. It may be useful to track future filings and company updates on this case, especially any disclosures about possible financial impact, changes to risk factors or commentary on demand, inventory and Hawthorne that relate to the issues raised in the lawsuit.
お知らせ • May 01the Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal 2026. For the period, the company re-affirmed U.S. Consumer net sales low single-digit growth.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Earnings have declined by 19% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Buy Or Sell Opportunity • Apr 28Now 23% undervaluedOver the last 90 days, the stock has risen 4.1% to US$65.38. The fair value is estimated to be US$84.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.5% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.
Declared Dividend • Apr 23First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 22nd May 2026 Payment date: 5th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is well covered by cash flows (43% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.6% to bring the payout ratio under control. EPS is expected to grow by 81% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 23The Scotts Miracle-Gro Company to Report Q2, 2026 Results on Apr 29, 2026The Scotts Miracle-Gro Company announced that they will report Q2, 2026 results Pre-Market on Apr 29, 2026
お知らせ • Apr 21The Scotts Miracle-Gro Company Announces Quarterly Cash Dividend, Payable on June 5, 2026The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a quarterly cash dividend of $0.66 per share. The dividend is payable on June 5, 2026, to shareholders of record as of May 22, 2026.
Seeking Alpha • Apr 13Scotts Miracle-Gro: Sowing The Seeds Of Future GrowthSummary Scotts Miracle-Gro remains a 'buy' as operational turnaround and balance sheet improvements drive resilience amid macro uncertainty. SMG's quasi-discretionary lawn and garden demand is expected to withstand higher oil prices, with minimal trade-down risk due to its higher-income customer base. Retailer inventory management is pushing revenue into Q2, exaggerating seasonality but not impacting full-year expectations or guidance. Leverage is declining toward 3.7-3.8x, dividend yield is secure at 4%, and medium-term margin risk from input costs is manageable until 2027. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Mar 26Now 26% undervaluedOver the last 90 days, the stock has risen 7.4% to US$62.19. The fair value is estimated to be US$83.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.6% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.
ナラティブ更新 • Mar 19SMG: Reaffirmed Outlook And Buybacks Will Support Underappreciated Growth ProfileNarrative Update Analysts have lifted their average price target on Scotts Miracle-Gro by about $5 to the mid $70s, citing refreshed sector targets, recent meetings, and a view that the company’s growth profile remains underappreciated. Analyst Commentary Recent research updates show a cluster of higher price targets for Scotts Miracle-Gro, with bullish analysts recalibrating their models following fiscal Q1 earnings and upcoming investor meetings.
お知らせ • Mar 18ScottsMiracle-Gro, Bonnie Plants And Gardenuity Launches Inspired To Gro Patio Garden CollectionScottsMiracle-Gro, Bonnie Plants and Gardenuity announced the launch of the Inspired to Gro Patio Garden Collection, a fully integrated gardening experience designed to help new and emerging gardeners grow successfully from day one. Inspired to Gro combines ScottsMiracle-Gro’s plant nutrients, Bonnie Plants’ fully rooted starter plants and Gardenuity’s guided gardening platform – including its curated container garden design, integrated growing components and personalized guidance platform – into a single product offering. This strategic collaboration between three leaders in the lawn and garden industry aims to remove the barriers that have historically prevented millions of interested consumers from starting and sustaining a garden. Inspired to Gro delivers everything needed to plant, grow and thrive in one seamless experience. While millions of Americans express interest in gardening, many struggle with where to begin or how to maintain success over time. Inspired to Gro addresses the barriers. Gardenuity was founded on the belief that gardening should be accessible to everyone, regardless of experience or space. Inspired to Gro removes the uncertainty that keeps so many people from starting by giving them the tools, plants and guided support they need to grow successfully from day one. The launch comes as consumers increasingly prioritize wellness, sustainability and fresh food access, fueling renewed interest in home gardening. Bonnie Plants, which has supplied vegetable and herb plants to American gardeners for more than a century, sees the collaboration as an important step in expanding access to gardening. For more than 100 years, Bonnie Plants has helped people grow their own food at home. Inspired to Gro builds on that legacy by making gardening more approachable and successful for more people. The collection features thoughtfully curated plant selections to support wellness, nourishment and enjoyment. The Inspired to Gro Patio Garden Collection includes three distinct offerings — Everyday Good Seasonal Herb Garden, Well Bloomed Limited Edition Edible Flower and Seasonal Herb Garden and Simply Rooted Seasonal Vegetable and Herb Garden. Inspired to Gro is now available on Amazon, Bonnieplants.com and Gardenuity.com with plans to expand to other ecommerce sites. Each Inspired to Gro garden includes: Gardenuity’s signature 5-gallon, double-stitched grow bag with reinforced handles for optimal root health and durability. Custom-blended soil, formulated specifically for container growing success. Four fully rooted Bonnie Plants selected and aligned to the consumer’s location and seasonal growing conditions. Miracle-Gro Pour & Feed Plant Food to provide essential nutrients to support plant growth and vitality. Grow Pro support from Gardenuity, including personalized guidance and weather-based garden notifications to help ensure ongoing success.
ナラティブ更新 • Mar 05SMG: Reaffirmed Outlook And Buybacks Will Support Underappreciated Earnings CertaintyNarrative Update The analyst price target for Scotts Miracle-Gro has increased by $4 to $75.50. This change reflects analysts' updated models, which incorporate revised sector targets and what they identify as an underappreciated growth profile following recent research meetings and commentary.
Major Estimate Revision • Feb 24Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$2.80 to US$3.23. Revenue forecast unchanged at US$3.31b. Net income forecast to grow 43% next year vs 44% growth forecast for Chemicals industry in the US. Consensus price target of US$74.00 unchanged from last update. Share price was steady at US$70.52 over the past week.
ナラティブ更新 • Feb 15SMG: Updated Margins And Capital Returns Will Support Measured Future UpsideAnalysts have increased their price target on Scotts Miracle-Gro by $1, reflecting recent research that incorporates updated assumptions for the discount rate, margin profile, and forward P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as aligned with updated discount rate assumptions, suggesting that, under their models, the risk profile now supports a slightly higher equity value.
Upcoming Dividend • Feb 13Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 20 February 2026. Payment date: 06 March 2026. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of American dividend payers (4.1%). Higher than average of industry peers (1.8%).
お知らせ • Feb 04Miracle-Gro Introduces Refreshed Lineup of Their Indoor Soils and Plant FoodsMiracle-Gro introduced a refreshed lineup of their indoor soils and plant foods. In addition, they are launching new plant care solutions, plus a brand new organic plant food item designed to make indoor gardening an approachable form of self-care, helping people nurture their homes while supporting their well-being. Research shows Americans are nearly twice as likely to report a decline in mood during the winter months (41%) than an improvement (22%). Indoor gardening offers a calming, screen-free way to restore routine, confidence and a sense of progress rooted in care and growth. With simple, intuitive solutions, Miracle-Gro's refreshed indoor assortment removes the guesswork from plant care, making it easy for anyone - from first-time plant parents to seasoned growers - to build a wellness habit that fits seamlessly into everyday life. The updated lineup features over 10 best-selling Miracle-Gro indoor products with clearer, easier-to-shop packaging, designed to reduce decision fatigue and help shoppers quickly find the right solution for their plants. In addition, two new plant care solutions designed to combat pesky insects while beautifying plants, and one new easy-to-use organic plant food solution. Highlights from the refreshed indoor portfolio & new items include: Miracle-Gro Indoor Potting Mixes: Tailored mixes for All Plants, Cactus & Succulent, Tropicals, Orchids and Seed Starting support healthier growth with less guesswork. Miracle-Gro Indoor Plant Foods: Easy-to-use liquid plant foods deliver essential nutrients for stronger, healthier indoor plants. The variety includes All Plants, Cactus &Succulent, Tropicals,Orchids and Plant Food Spikes for All Plants. Miracle-Gro Organic Indoor Plant Food: Made from 94% plant based fertilizer ingredients, this new organic plant food provides instant nourishment for healthier, more resilient plants (vs unfed plants when used as directed). Miracle-Gro Plant Care Flying insect Traps: A sleek, double-sided leaf shaped design that blends seamlessly into plants while quietly capturing flying insects before they can damage roots - protecting both plants and peace of mind. Miracle-Gro Plant Care Leaf Protect & Shine: Gentle on plants and tough on pests, this solution helps protect against common houseplant issues, while beautifying natural leaf shine. Products range from $4.97 - $17.99 and are available at scottsmiraclegro.com and select national retailers, including Amazon, Home Depot, Target and Walmart. Availability may vary by product and retailer. For specific tips and tricks on indoor gardening, you can visit the Miracle-Gro website for helpful blog posts.
ナラティブ更新 • Feb 01SMG: Margin Expansion And Debt Reduction Will Support Future Share OutperformanceNarrative Update on Scotts Miracle-Gro The analyst price target for Scotts Miracle-Gro has been adjusted slightly higher to US$74. Analysts point to expectations for a balance between volume and pricing, gross margin expansion, debt reduction, and a potential return to buybacks as key supports for their updated view.
Declared Dividend • Jan 29First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 20th February 2026 Payment date: 6th March 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.6% to bring the payout ratio under control. EPS is expected to grow by 60% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jan 29The Scotts Miracle-Gro Company (NYSE:SMG) announces an Equity Buyback for $500 million worth of its shares.The Scotts Miracle-Gro Company (NYSE:SMG) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The repurchase program has no time limit.
Reported Earnings • Jan 29First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.83 loss per share (improved from US$1.21 loss in 1Q 2025). Revenue: US$354.4m (down 15% from 1Q 2025). Net loss: US$47.8m (loss narrowed 31% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 124%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jan 28The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Fiscal Year 2026The Scotts Miracle-Gro Company reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects U.S. Consumer net sales low single-digit growth.
お知らせ • Jan 27The Scotts Miracle-Gro Company Announces Quarterly Cash Dividend, Payable on March 6, 2026The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on March 6, 2026, to shareholders of record as of February 20, 2026.
分析記事 • Jan 20Shareholders May Be More Conservative With The Scotts Miracle-Gro Company's (NYSE:SMG) CEO Compensation For NowKey Insights Scotts Miracle-Gro's Annual General Meeting to take place on 26th of January Total pay for CEO Jim...
お知らせ • Jan 20The Scotts Miracle-Gro Company to Report Q1, 2026 Results on Jan 28, 2026The Scotts Miracle-Gro Company announced that they will report Q1, 2026 results at 9:00 AM, Eastern Standard Time on Jan 28, 2026
ナラティブ更新 • Jan 12SMG: Debt Reduction And Margin Expansion Will Support Bullish OutlookAnalysts have raised their price target on Scotts Miracle-Gro to $74, up from $71, citing expectations for a healthier balance between volume and pricing, strong gross margin expansion, debt reduction, and the potential return of share buybacks into 2026. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$74 price target as reflecting confidence that a mix of volume and pricing can support the current valuation over the next year.
お知らせ • Dec 18The Scotts Miracle-Gro Company, Annual General Meeting, Jan 26, 2026The Scotts Miracle-Gro Company, Annual General Meeting, Jan 26, 2026.
分析記事 • Nov 12Why Scotts Miracle-Gro's (NYSE:SMG) Earnings Are Better Than They SeemShareholders appeared to be happy with The Scotts Miracle-Gro Company's ( NYSE:SMG ) solid earnings report last week...
Declared Dividend • Nov 09Fourth quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 21st November 2025 Payment date: 5th December 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 16% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.52 (up from US$0.61 loss in FY 2024). Revenue: US$3.41b (down 3.9% from FY 2024). Net income: US$145.2m (up US$180.1m from FY 2024). Profit margin: 4.3% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 06+ 1 more updateThe Scotts Miracle-Gro Company Announces Quarterly Dividend, Payable on December 5, 2025The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on December 5, 2025, to shareholders of record as of November 21, 2025.
お知らせ • Oct 23The Scotts Miracle-Gro Company to Report Q4, 2025 Results on Nov 05, 2025The Scotts Miracle-Gro Company announced that they will report Q4, 2025 results Pre-Market on Nov 05, 2025
ナラティブ更新 • Sep 27Digital Transformation And Organic Trends Will Fuel Future ExpansionThe consensus price target for Scotts Miracle-Gro has declined to $73.71, primarily due to ongoing uncertainty and margin pressure from the delayed Hawthorne segment separation, outweighing improved EPS/revenue tracking and management's stable outlook. Analyst Commentary Bullish analysts cite management's reiterated guidance and a "fairly normal" outlook for the 2025 lawn and garden season, despite prior quarterly misses.
分析記事 • Sep 15Slowing Rates Of Return At Scotts Miracle-Gro (NYSE:SMG) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Austin Miller was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Aug 22Should You Investigate The Scotts Miracle-Gro Company (NYSE:SMG) At US$61.24?While The Scotts Miracle-Gro Company ( NYSE:SMG ) might not have the largest market cap around , it saw significant...
Upcoming Dividend • Aug 15Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 05 September 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.9%).
New Risk • Aug 08New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (285% payout ratio). Large one-off items impacting financial results.
お知らせ • Aug 06The Scotts Miracle-Gro Company Announces Changes to Board of DirectorsThe Scotts Miracle-Gro Company announced changes to its Board of Directors. Former U.S. Army Lt. General John R. Vines announced his retirement after more than 12 years on the Board, most recently as a member of the Nominating & Governance and Innovation & Technology committees. His term was set to expire at the 2027 annual meeting of shareholders. Although he no longer is a member of the Board, he will maintain an advisory role as Board member emeritus. Vines served 35 years in the military, commanding the U.S. Army’s XVII Airborne Corps and 27-nation Multi-National Corps in Iraq and the Combined Joint Task Force and 82nd Airborne Division in Afghanistan. Replacing Vines is retired U.S. Army General Scott Miller, who commanded at all grades, most notably as commanding general of the U.S. Army Maneuver Center at Fort Benning and as commander of the Joint Special Operations Command, where he directed U.S. operations in complex geopolitical regions including the Indo-Pacific, Africa, Middle East and South Asia. He also commanded assault forces in Mogadishu, Somalia, during “Blackhawk Down.” His numerous decorations and honors include two awards of the coveted Combat Infantryman Badge, two Purple Hearts, the Silver Star and an unprecedented 20 Overseas Service Bars denoting more than 10 full years in combat zones. In 2023, he was selected as a distinguished graduate of the United States Military Academy and the recipient of the Richard M. Helms Award presented by the CIA Memorial Foundation. In retirement, Miller has pursued an understanding of business serving in both leadership roles and board positions. Through the Miller Advisory Group he consults overseas, speaks on world topics and hosts leadership retreats. He is a senior fellow for the Combating Terrorism Center at the U.S. Military Academy, where he mentors future leaders, and is an ambassador for the nonprofit Shields and Stripes, which is focused on veterans and first responders.
Reported Earnings • Aug 01Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: US$2.58 (up from US$2.33 in 3Q 2024). Revenue: US$1.19b (down 1.2% from 3Q 2024). Net income: US$149.1m (up 13% from 3Q 2024). Profit margin: 13% (up from 11% in 3Q 2024). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 01Third quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 22nd August 2025 Payment date: 5th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (285% earnings payout ratio). However, it is well covered by cash flows (40% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 217% to bring the payout ratio under control. EPS is expected to grow by 116% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Jul 30+ 1 more updateThe Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Year Fiscal 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full year fiscal 2025. U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).
お知らせ • Jul 17The Scotts Miracle-Gro Company to Report Q3, 2025 Results on Jul 30, 2025The Scotts Miracle-Gro Company announced that they will report Q3, 2025 results at 9:00 AM, Eastern Standard Time on Jul 30, 2025
分析記事 • Jul 06A Look At The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)Key Insights The projected fair value for Scotts Miracle-Gro is US$72.51 based on 2 Stage Free Cash Flow to Equity With...
分析記事 • Jun 14The Scotts Miracle-Gro Company's (NYSE:SMG) Business Is Trailing The Industry But Its Shares Aren'tThere wouldn't be many who think The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1x is...
お知らせ • Jun 05The Scotts Miracle-Gro Company Reaffirms Earnings Guidance for the Full Fiscal Year 2025The Scotts Miracle-Gro Company reaffirmed earnings guidance for the full fiscal year 2025. For the year, the company expects U.S. Consumer net sales low single-digit growth (excluding non-repeat sales for AeroGarden and bulk raw material sales).
分析記事 • May 24Slowing Rates Of Return At Scotts Miracle-Gro (NYSE:SMG) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • May 16Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 06 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (2.2%).
Buy Or Sell Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$53.85. The fair value is estimated to be US$68.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
新しいナラティブ • May 04Multi-Bag Strategy And New Products Will Drive Efficiency Transitioning to a multi-bag strategy and new product introductions are expected to drive revenue and improve gross margins in the consumer segment.
Reported Earnings • May 01Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$3.78 (up from US$2.77 in 2Q 2024). Revenue: US$1.42b (down 6.8% from 2Q 2024). Net income: US$217.5m (up 38% from 2Q 2024). Profit margin: 15% (up from 10% in 2Q 2024). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
分析記事 • Apr 25Scotts Miracle-Gro (NYSE:SMG) Has Affirmed Its Dividend Of $0.66The Scotts Miracle-Gro Company's ( NYSE:SMG ) investors are due to receive a payment of $0.66 per share on 6th of June...
Declared Dividend • Apr 24First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 23rd May 2025 Payment date: 6th June 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Apr 22The Scotts Miracle-Gro Company Declares Quarterly Dividend, Payable on June 6, 2025The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on June 6, 2025, to shareholders of record as of May 23, 2025.
お知らせ • Apr 17The Scotts Miracle-Gro Company to Report Q2, 2025 Results on Apr 30, 2025The Scotts Miracle-Gro Company announced that they will report Q2, 2025 results Pre-Market on Apr 30, 2025
お知らせ • Apr 11An undisclosed buyer acquired The Hawthorne Collective, Inc. from The Scotts Miracle-Gro Company (NYSE:SMG).An undisclosed buyer acquired The Hawthorne Collective, Inc. from The Scotts Miracle-Gro Company (NYSE:SMG) on April 10, 2025. Under terms of the deal, ScottsMiracle-Gro transferred The Hawthorne Collective to the strategic partner in exchange for an interest-bearing promissory note. The Company retains an option to reacquire The Hawthorne Collective or its assets should cannabis legalization and other measures to positively impact the industry be approved at the federal level. An undisclosed buyer acquired The Hawthorne Collective, Inc. from The Scotts Miracle-Gro Company (NYSE:SMG) on April 10, 2025.
分析記事 • Mar 30At US$54.76, Is It Time To Put The Scotts Miracle-Gro Company (NYSE:SMG) On Your Watch List?The Scotts Miracle-Gro Company ( NYSE:SMG ), might not be a large cap stock, but it received a lot of attention from a...
Buy Or Sell Opportunity • Mar 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$54.76. The fair value is estimated to be US$69.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 06the Scotts Miracle-Gro Company Appoints Martha Stewart as Chief Gardening OfficerThe Scotts Miracle-Gro Company announced that lifestyle and gardening expert Martha Stewart has joined Miracle-Gro as Chief Gardening Officer. A self-proclaimed 'Dirt Nerd,' Martha is inherently aligned with the mission of Miracle-Gro to get more Americans outside in their gardens and cultivate creativity with their dirt canvases. Martha Stewart will expand her role as the face of the "Gro Like Martha" campaign by collaborating with Miracle-Gro on exclusive content for Miracle-Gro platforms. This new content series, called "GROwing with Martha Stewart," will feature monthly videos, newsletters, and a downloadable calendar with Martha's product recommendations and gardening insights for all skill levels. Additionally, Martha has a new Gardening Handbook set to release on March 18. As Miracle-Gro's Chief Gardening Officer, Martha will serve as a strategic advisor with an eye toward the future of the brand, providing insights based on her experience and acumen in both business and the garden.
お知らせ • Mar 04The Scotts Miracle-Gro Company Appoints Jim Safka as Senior Vice President of EcommerceThe Scotts Miracle-Gro Company announced that Jim Safka has been named senior vice president of ecommerce. Safka is an accomplished executive with extensive and pioneering experience in technology, marketing and management. He previously served as CEO of Match.com, which grew by more than 20% annually under his leadership. He also ran AT&T Wireless’s ecommerce platform, where under his leadership the digital channel generated significant revenue and profitability increases. Previously, he was CEO of Ask.com, ran a venture portfolio and held key product and marketing roles at E-Trade and Intuit. Most recently, Safka was chief marketing officer at CapConnect+, a financial technology company whose digital marketplace simplifies fixed income issuing and investing. Safka holds a bachelor’s degree from the University of Southern California and earned his master’s in management and marketing from the Kellogg School of Management at Northwestern University.
分析記事 • Feb 22Subdued Growth No Barrier To The Scotts Miracle-Gro Company's (NYSE:SMG) PriceThere wouldn't be many who think The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1x is...
Upcoming Dividend • Feb 14Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 21 February 2025. Payment date: 07 March 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.0%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (2.0%).
Seeking Alpha • Feb 02Scotts Miracle-Gro: Stabilizing Revenue And Margin Expansion Drive OptimismSummary Scotts Miracle-Gro shows stabilizing revenue, robust margin expansion, and strategic initiatives for long-term growth, making it an appealing investment opportunity. Management focuses on debt reduction, cost savings, and expanding demographic reach, particularly within the Hispanic market, positioning SMG for sustainable growth. The planned spin-off of Hawthorne Gardening simplifies the business, enhancing valuation clarity and focusing on core lawn and garden segments. Read the full article on Seeking Alpha
分析記事 • Feb 01Scotts Miracle-Gro's (NYSE:SMG) Dividend Will Be $0.66The Scotts Miracle-Gro Company ( NYSE:SMG ) has announced that it will pay a dividend of $0.66 per share on the 7th of...
お知らせ • Feb 01The Scotts Miracle-Gro Company Appoints Nick Miaritis to Board of DirectorsThe Scotts Miracle-Gro Company announced that Nick Miaritis has been named to its Board of Directors. Miaritis is chief client officer at VaynerMedia, a global creative and media agency, where he leads brand partnerships, accelerates growth opportunities and develops new capabilities. With a passion for crafting culturally relevant content for Fortune 500 brands, he infuses every project with his unique creative vision and strategic edge. Since joining VaynerMedia, he has created leading campaigns, such as Duracell’s “I Buy My Own Batteries” and Planters “Death of Mr. Peanut." Miaritis, a graduate of Georgetown University, is co-founder of the trivia app, FleetWit, and is an advisor to the payments platform Prizeout. He fills the Board seat previously held by Tom Kelly, who retired January 31, 2025, after nearly 20 years as a Board member. Kelly most recently chaired the innovation committee, where he helped guide product strategy and development. The appointment of Miaritis reflects the Board’s focus on adding expanded skills and experiences for fresh perspectives and viewpoints. He is the fifth appointment to the Board since 2022, joining fellow Board members Robert Candelino, Mark Kingdon, Brian Sandoval and Edith Avilés.
Recent Insider Transactions Derivative • Jan 31CEO & Chairman of the Board notifies of intention to sell stockJames Hagedorn intends to sell 143k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of January. If the sale is conducted around the recent share price of US$71.56, it would amount to US$10m. For the year to September 2018, James' total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, James' direct individual holding has increased from 48.06k shares to 73.96k. Company insiders have collectively sold US$2.4m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Jan 30First quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Jan 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$1.21 loss per share (improved from US$1.42 loss in 1Q 2024). Revenue: US$416.8m (up 1.6% from 1Q 2024). Net loss: US$69.5m (loss narrowed 14% from 1Q 2024). Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 28the Scotts Miracle-Gro Company Announces Quarterly Dividend, Payable on March 7, 2025The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on March 7, 2025, to shareholders of record as of February 21, 2025.
お知らせ • Jan 15The Scotts Miracle-Gro Company to Report Q1, 2025 Results on Jan 29, 2025The Scotts Miracle-Gro Company announced that they will report Q1, 2025 results Pre-Market on Jan 29, 2025
分析記事 • Jan 15Calculating The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)Key Insights Using the 2 Stage Free Cash Flow to Equity, Scotts Miracle-Gro fair value estimate is US$74.47 With...
分析記事 • Dec 28When Should You Buy The Scotts Miracle-Gro Company (NYSE:SMG)?While The Scotts Miracle-Gro Company ( NYSE:SMG ) might not have the largest market cap around , it received a lot of...
お知らせ • Dec 20The Scotts Miracle-Gro Company, Annual General Meeting, Jan 27, 2025The Scotts Miracle-Gro Company, Annual General Meeting, Jan 27, 2025.
Recent Insider Transactions • Dec 08CEO & Chairman of the Board recently sold US$1.4m worth of stockOn the 4th of December, James Hagedorn sold around 18k shares on-market at roughly US$75.68 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 05CEO & Chairman of the Board notifies of intention to sell stockJames Hagedorn intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$75.68, it would amount to US$1.4m. For the year to September 2018, James' total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, James' direct individual holding has increased from 39.03k shares to 90.34k. Company insiders have collectively sold US$692k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 27+ 1 more updateThe Scotts Miracle-Gro Co. Announces CFO ChangesThe Scotts Miracle-Gro Co. announced expanded responsibilities of Mark Scheiwer, who has served as VP and treasurer since December 2022, becoming interim chief financial officer on January 1, 2025. Matt Garth, who also was chief administrative officer, will depart as CFO on December 31, 2024. He will help facilitate a seamless transition during the time leading up to January 1, 2025. Garth joined Scotts Miracle-Gro as CFO two years ago. The company said Garth's planned departure did not result from any disagreement with the Company or any matter relating to the Company's financial reporting, policies or practices. Scheiwer has more than 13 years of experience in a wide range of finance leadership roles at ScottsMiracle-Gro. The Company will conduct a search for a permanent CFO with the assistance of an executive search firm that is expected to consider internal and external candidates. Scheiwer joined the Company in September 2011 and has held financial roles with increasing responsibility. He previously held a senior audit position with Ernst & Young.
Seeking Alpha • Nov 20Scotts Miracle-Gro: Mixed Execution And Limited Future Debt Reduction Cap Upside (Downgrade)Summary Scotts Miracle-Gro's stock has been volatile, with a 34% rally over the past year but a 70% drop from its all-time high. Q4 results showed mixed performance: US consumer sales rose by 54%, while Hawthorne sales fell significantly due to market oversupply. The 2025 outlook is disappointing, with only 2% top-line growth expected and ongoing challenges in the Hawthorne segment. Despite efforts to improve margins and reduce debt, SMG's free cash flow and leverage targets suggest limited upside, making it an unattractive investment. Read the full article on Seeking Alpha
分析記事 • Nov 09The Scotts Miracle-Gro Company Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextIt's been a sad week for The Scotts Miracle-Gro Company ( NYSE:SMG ), who've watched their investment drop 19% to...
分析記事 • Nov 08Scotts Miracle-Gro (NYSE:SMG) Has Announced A Dividend Of $0.66The Scotts Miracle-Gro Company's ( NYSE:SMG ) investors are due to receive a payment of $0.66 per share on 6th of...
Reported Earnings • Nov 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.61 loss per share (improved from US$6.79 loss in FY 2023). Revenue: US$3.55b (flat on FY 2023). Net loss: US$34.9m (loss narrowed 91% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 05+ 1 more updateThe Scotts Miracle-Gro Company Appoints Rob Candelino to Board of DirectorsThe Scotts Miracle-Gro Company announced that Rob Candelino has been named to its Board of Directors. Candelino is CEO of PetSafe Brands, the world’s leading pet-technology and services company. He also serves on its Board of Directors. Prior to joining PetSafe, Candelino spent 25 years with Unilever in a variety of roles and with increasing responsibilities, the latest of which was CEO of Unilever Thailand and Regional Head of Inland ASEAN. Candelino has broad and deep global experience in consumer brands, from product development and innovation to marketing, sales and strategy. He has led award-winning initiatives for iconic brands, such as Dove and Dove Men+Care. In 2013, he was inducted into the American Advertising Federation’s Hall of Achievement in recognition of his significant contributions to the advertising and media industry. Candelino is a graduate of The University of Guelph, in Ontario, Canada, where he was recently recognized as a “Notable Alumni” for his accomplishments and philanthropic leadership. He has served on the boards of directors of nonprofit organizations, such as Clean the World Foundation, and the Personal Care Products Council. He fills the Board seat that previously was held by Nancy Mistretta, who retired in January 2024.
お知らせ • Oct 23The Scotts Miracle-Gro Company to Report Q4, 2024 Results on Nov 06, 2024The Scotts Miracle-Gro Company announced that they will report Q4, 2024 results Pre-Market on Nov 06, 2024
Price Target Changed • Oct 16Price target increased by 7.8% to US$88.86Up from US$82.43, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$89.84. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$1.44 next year compared to a net loss per share of US$6.79 last year.
分析記事 • Sep 08Unpleasant Surprises Could Be In Store For The Scotts Miracle-Gro Company's (NYSE:SMG) SharesIt's not a stretch to say that The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1.1x...
分析記事 • Aug 21Capital Allocation Trends At Scotts Miracle-Gro (NYSE:SMG) Aren't IdealTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Upcoming Dividend • Aug 16Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 06 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (2.3%).
分析記事 • Aug 03Scotts Miracle-Gro (NYSE:SMG) Is Due To Pay A Dividend Of $0.66The Scotts Miracle-Gro Company ( NYSE:SMG ) has announced that it will pay a dividend of $0.66 per share on the 6th of...
Price Target Changed • Aug 02Price target increased by 7.6% to US$81.00Up from US$75.29, the current price target is an average from 7 analysts. New target price is 13% above last closing price of US$71.66. Stock is up 29% over the past year. The company is forecast to post earnings per share of US$1.47 next year compared to a net loss per share of US$6.79 last year.
Declared Dividend • Aug 02Third quarter dividend of US$0.66 announcedDividend of US$0.66 is the same as last year. Ex-date: 23rd August 2024 Payment date: 6th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (16% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Aug 01Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$2.33 (up from US$0.78 in 3Q 2023). Revenue: US$1.20b (up 7.5% from 3Q 2023). Net income: US$132.1m (up 202% from 3Q 2023). Profit margin: 11% (up from 3.9% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 31The Scotts Miracle-Gro Company Announces Quarterly Dividend Payment, Payable on September 6, 2024The Scotts Miracle-Gro Company announced that its Board of Directors has approved the payment of a cash dividend of $0.66 per share. The dividend is payable on September 6, 2024, to shareholders of record as of August 23, 2024.
Buy Or Sell Opportunity • Jul 17Now 21% overvaluedOver the last 90 days, the stock has fallen 1.1% to US$67.24. The fair value is estimated to be US$55.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jul 17Calculating The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)Key Insights Scotts Miracle-Gro's estimated fair value is US$55.72 based on Dividend Discount Model Current share price...
お知らせ • Jun 09Robbins Geller Rudman & Dowd LLP Announces The Scotts Miracle-Gro Company Investors with Substantial Losses Have Opportunity to Lead the Scotts Miracle-Gro Class Action LawsuitRobbins Geller Rudman & Dowd LLP announced that purchasers of The Scotts Miracle-Gro Company common stock between November 3, 2021 and August 1, 2023, inclusive (the “Class Period”), have until August 5, 2024 to seek appointment as lead plaintiff of the Scotts Miracle-Groclass action lawsuit. Captioned City of Hialeah Employees’ Retirement System v. The Scotts Miracle-Gro Company, No. 24-cv-03132 (S.D. Ohio), the Scotts Miracle-Groclass action lawsuit charges Scotts Miracle-Gro and certain of Scotts Miracle-Gro’s top current and former executives with violations of the Securities Exchange Act of 1934. Case Allegations: Scotts Miracle-Gro produces various lawn, garden, and agricultural products for both consumer and professional purposes. The Scotts Miracle-Gro class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Scotts Miracle-Gro had an oversupply of inventory that far exceeded consumer demand; and (ii) Scotts Miracle-Gro executives engaged in a scheme to saturate Scotts Miracle-Gro’s sales channel with more product than those retailers could sell through to end users, a practice that required Scotts Miracle-Gro sales personnel to pressure retailers to purchase more inventory than they wanted or needed. The Scotts Miracle-Gro class action lawsuit further alleges that on June 8, 2022, Scotts Miracle-Gro admitted that replenishment orders from its U.S. retailers were more than $300 million below target in the month of May alone, 2022 full-year earnings would be roughly half of Scotts Miracle-Gro’s prior guidance, and Scotts Miracle-Gro would take on additional debt to cover restructuring charges as it attempted to cut costs. On this news, the price of Scotts Miracle-Gro stock fell nearly 9%, according to the complaint. Then, on August 2, 2023, the Scotts Miracle-Groclass action lawsuit further alleges that Scotts Miracle-Gro disclosed that: (i) it had modified its debt covenants to permit a 7.00 times debt-to-EBITDA ratio, from the original covenant that only permitted a 6.25 times debt-to-EBITDA ratio; (ii) quarterly sales for Scotts Miracle-Gro’s third quarter had declined by 6% and gross margins fell by 420 basis points; and (iii) Scotts Miracle-Gro slashed fiscal year EBITDA guidance by 25% and announced it had to take a $20 million write down for “pandemic driven excess inventories.” On this news, the price of Scotts Miracle-Gro stock fell more than 19%, according to the complaint. The Lead Plaintiff Process: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased Scotts Miracle-Gro common stock during the Class Period to seek appointment as lead plaintiff in the Scotts Miracle-Groclass action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Scotts Miracle-Groclass action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Scotts Miracle-Groclass action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Scotts Miracle-Groclass action lawsuit.
Upcoming Dividend • May 16Upcoming dividend of US$0.66 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.8%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.9%).
