Should Dole’s (DOLE) $100 Million Buyback Shape Investor Views on Capital Allocation Choices?

• Dole plc announced in November 2025 that it would initiate a share repurchase program of up to US$100 million, reported an impairment charge of US$8.21 million for property, plant, and equipment, affirmed its quarterly US$0.085 per share dividend, and released third quarter results showing higher sales but reduced net income year-over-year.
• This mix of buyback plans, dividend continuity, and financial performance highlights management's approach to supporting shareholder value while addressing operational and asset challenges.
• We'll explore how the approval of a large stock buyback program influences Dole's current investment narrative and outlook.

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Dole Investment Narrative Recap

To own Dole stock, one must believe in the long-term strength of global demand for fresh produce and the company’s ability to grow earnings through supply chain efficiencies and product innovation, despite short-term volatility. The recent combination of a US$100 million share buyback, steady dividends, and mixed Q3 results does not materially change the primary short-term catalyst, the company’s potential to improve net margins, nor the key risk, which remains margin pressure from extreme weather and rising costs.

Among recent announcements, the initiation of the large share repurchase program stands out. This move is particularly relevant as it comes at a time when Dole is battling thinner net margins and heightened cost risks, underscoring management’s focus on supporting shareholder value even as earnings remain under pressure.

In contrast, one crucial detail investors should be aware of is how Dole’s profitability may still be vulnerable to future cost shocks and weather events...

Read the full narrative on Dole (it's free!)

Dole's outlook anticipates $9.1 billion in revenue and $163.0 million in earnings by 2028. This is based on an expected 1.4% annual revenue growth rate and a $49.1 million increase in earnings from the current $113.9 million.

Uncover how Dole's forecasts yield a $17.83 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided fair value estimates for Dole ranging from US$17.83 to US$31.26 from two perspectives. While potential net margin improvement is an important driver, investor expectations vary greatly, so it pays to see how different views could impact your outlook.

Explore 2 other fair value estimates on Dole - why the stock might be worth just $17.83!

Build Your Own Dole Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Dole research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Dole research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dole's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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