Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.
Diageo PLC (LSE:DGE) imminent update looks set to leave investors nursing a hangover. Citi expects the drinks group's first-quarter organic sales growth to fall 1.8%, worse than the consensus forecast of a 0.7% decline, prompting the broker to trim its outlook for the year.
Seneca House Advisors fully exited its position in Diageo (DEO 0.39%), selling 35,043 shares for an estimated $3.53 million in Q3 2025, according to an SEC filing dated October 10, 2025.
Diageo's stock is down by nearly a third for the past 18-month period, and value investors should take notice. A potential turnaround is likely to take a few years, but the share price is now priced at levels that assume a highly unlikely scenario. The issue of deleveraging is still a major risk overhang that could soon be resolved if management sticks to their targets.
Diageo PLC (LSE:DGE) could unlock between $5 billion and $8 billion from asset sales as part of plans to streamline its portfolio and accelerate deleveraging, according to UBS. The Swiss bank, which maintained a 'buy' rating and 2,450p price target on the shares, believes proceeds from potential disposals could strengthen the Smirnoff and Guinness maker's balance sheet and fund new share buybacks.
Diageo plc (NYSE:DEO ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 4, 2025 2:14 PM EDT Company Participants Manik Jhangiani - Interim CEO & Director Conference Call Participants Laurence Whyatt - Barclays Bank PLC, Research Division Presentation Laurence Whyatt Analyst Good afternoon, everyone, and thank you very much again for joining us for this afternoon session. I'm very happy to have Nik Jhangiani here from Diageo joining us.
As consumer sentiment weakens and inflation fears grow, Fortis, NJR, ONE Gas and Diageo emerge as attractive low-beta, dividend-paying plays.
Jim Cramer breaks down why he's keeping an eye on shares of Diageo.
Goldman Sachs has shifted Diageo PLC (LSE:DGE) from 'sell' to 'neutral', following a 20% drop in the drinks giant's share price. The bank cites a more attractive valuation and what it calls “strategic optionality” as the main reasons for the move.
DEO posts a y/y decline in earnings and sales in FY25, citing weak volumes in key markets and warns of continued headwinds in FY26.
UBS has reiterated its ‘buy' rating on Diageo PLC (LSE:DGE), setting a 12-month price target of 2,450p, implying nearly 29% upside from current levels. It highlights improving earnings visibility for the drinks group, thanks to a renewed push on productivity, with around half of these savings being reinvested and the rest dropping straight to the bottom line.
Diageo PLC (LSE:DGE) shares results for the past year beat forecasts, thanks to a stronger performance in the fourth quarter, with analysts saying the new outlook for 2026 was also ahead of expectations.