Does Spectrum Brands’ Q3 Loss and Intangible Impairment Reshape The Bull Case For SPB?
Spectrum Brands Holdings reported a Q3 2026 net loss of US$26.8 million, including a US$104.0 million intangible asset impairment, despite sales of US$753.3 million. The company maintained its fiscal 2026 sales growth guidance, but the impairment and weaker profitability raise concerns about earnings quality and potential future write-downs. This situation emphasizes the tension between stable sales expectations and volatile margins for investors.
Great Lakes Advisors LLC Purchases New Position in Spectrum Brands Holdings Inc. $SPB
Great Lakes Advisors LLC has acquired a new position in Spectrum Brands Holdings Inc. (NYSE:SPB), purchasing 69,239 shares valued at approximately $5.94 million, representing about 0.30% of the company. This comes as Spectrum Brands reported strong quarterly earnings, beating analyst estimates with an EPS of $2.79 and revenue of $753.3 million, up 7.7% year-over-year. Despite mixed analyst sentiment resulting in a consensus "Hold" rating and an average price target of $98.83, the company also declared a quarterly dividend of $0.47 per share, yielding 2.1% annually.
Deutsche Bank Adjusts Spectrum Brands Price Target to $96 From $81, Maintains Hold Rating
Deutsche Bank has increased its price target for Spectrum Brands (SPB) to $96 from $81, while reiterating a Hold rating on the stock. This adjustment suggests a revised outlook on the company's valuation, despite maintaining a neutral investment stance.
Rice Hall James & Associates LLC Makes New $2.23 Million Investment in Spectrum Brands Holdings Inc. $SPB
Rice Hall James & Associates LLC has made a new $2.23 million investment in Spectrum Brands Holdings Inc. (NYSE:SPB), acquiring 25,999 shares, representing about 0.11% of the company. Other institutional investors also increased their stakes. Spectrum Brands reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $0.47 per share, while analysts maintain a "Hold" rating with an average target price of $98.83.
Bank of America Corp DE Sells 21,974 Shares of Spectrum Brands Holdings Inc. $SPB
Bank of America Corp DE reduced its stake in Spectrum Brands Holdings Inc. (NYSE:SPB) by 7.2% in the first quarter, selling 21,974 shares and now owning 284,451 shares valued at $20.96 million. Several other institutional investors also adjusted their positions in SPB. Analysts have issued mixed ratings on Spectrum Brands, with a current consensus of "Hold" and an average price target of $98.83, following recent financial results where the company beat earnings and revenue estimates.
Pzena Investment Management LLC Invests $207.58 Million in Spectrum Brands Holdings Inc. $SPB
Pzena Investment Management LLC has acquired 2.42 million shares of Spectrum Brands Holdings Inc. (NYSE:SPB) for approximately $207.6 million, representing a 10.53% stake in the company. This investment comes as Spectrum Brands reported strong quarterly results, exceeding analyst expectations, and declared a quarterly dividend of $0.47 per share. Despite mixed analyst ratings, the company's financial performance and increased institutional interest highlight its potential.
Alberta Investment Management Corp Takes Position in Spectrum Brands Holdings Inc. $SPB
Alberta Investment Management Corp (AIMCo) has acquired a new position in Spectrum Brands Holdings Inc. (NYSE:SPB), purchasing 540,556 shares valued at approximately $46.4 million. Several other institutional investors also increased their holdings in the company. Spectrum Brands recently reported strong quarterly earnings, beating consensus estimates for EPS and revenue, but analyst sentiment remains mixed with a "Hold" rating and an average price target of $98.83.
Why Is Spectrum Brands Holdings (SPB) Getting Fresh Attention Now?
Spectrum Brands Holdings (SPB) is gaining attention after its Q3 2026 results, which showed a strong quarter for Home & Garden but also a significant intangible asset impairment leading to a net loss. Despite this, the stock has seen substantial year-to-date and annual returns, suggesting investor optimism regarding higher EBITDA guidance and ongoing dividends. The article discusses differing valuation perspectives, with a popular narrative suggesting the stock is slightly overvalued at $87.43, while a DCF model indicates it could be significantly undervalued.
Spectrum Brands (SPB) Q3 2026 Earnings Call Transcript
Spectrum Brands Holdings (SPB) reported strong Q3 2026 results with a 7.7% increase in net sales, driven by growth across all business segments and a record-setting performance in Home & Garden. The company achieved year-to-date organic growth, significantly deleveraged its balance sheet, and advanced its multi-year ERP transformation. Management updated its full-year adjusted EBITDA guidance to mid-single-digit growth, excluding tariff refunds, and highlighted strategic priorities including commercial health, talent investment, and M&A opportunities, particularly with Oaktree Capital Management for the Home & Personal Care business.
Spectrum Brands (SPB) Q3 2026 Earnings Call Transcript
Spectrum Brands (SPB) reported strong Q3 2026 results, with net sales up 7.7% and organic net sales growing 6.6%, driven by growth across all three business segments. The company returned to year-to-date organic growth, achieved a record quarter in Home & Garden, and made significant progress in its ERP transformation. Management updated its full-year adjusted EBITDA guidance to mid-single-digit growth, excluding tariff refunds, and emphasized a strategic focus on commercial health, innovation, and disciplined M&A, while acknowledging potential challenges in Q4 due to weather and inventory levels.
Spectrum Brands Analysts Boost Their Forecasts Following Better-Than-Expected Q3 Earnings
Following better-than-expected Q3 earnings, Spectrum Brands Holdings Inc (NYSE: SPB) received revised forecasts from analysts. The company reported adjusted EPS of $2.79 and sales of $753.300 million, both exceeding market estimates. While Canaccord Genuity raised its price target and maintained a Buy rating, RBC Capital downgraded the stock to Sector Perform, and Wells Fargo maintained an Equal-Weight rating, both also increasing their price targets.
RBC Downgrades Spectrum Brands to Sector Perform From Outperform, Adjusts PT to $92 From $85
RBC Capital Markets has downgraded Spectrum Brands (SPB) from Outperform to Sector Perform. The firm also adjusted its price target for SPB, raising it from $85 to $92. This change in rating and price target reflects RBC's updated outlook on the company's performance.
Oppenheimer Keeps Their Buy Rating on Spectrum Brands Holdings (SPB)
Oppenheimer has maintained its Buy rating on Spectrum Brands Holdings (SPB) with a price target of $100.00. This positive sentiment is echoed by Canaccord Genuity, although Wells Fargo assigned a Hold rating. The company reported improved quarterly revenue and net profit, and corporate insider sentiment is positive with recent share purchases by its CEO.
Assenagon Asset Management S.A. Has $10.04 Million Stock Holdings in Spectrum Brands Holdings Inc. $SPB
Assenagon Asset Management S.A. significantly increased its stake in Spectrum Brands Holdings Inc. (NYSE:SPB) by 437.2% in the second quarter, bringing its total holdings to 117,055 shares valued at approximately $10.04 million. The company recently reported strong quarterly earnings, with EPS of $2.79 far exceeding estimates and revenue up 7.7% year-over-year. Spectrum Brands also declared a quarterly dividend of $0.47, representing a 2.1% yield.
SPECTRUM BRANDS HOLDINGS, INC. : RBC CUTS TO SECTOR PERFORM FROM OUTPERFORM; RAISES TARGET PRICE TO $92 FROM $85
RBC has downgraded Spectrum Brands Holdings, Inc. (SPB.N) from "Outperform" to "Sector Perform." Despite the downgrade, RBC increased the target price for Spectrum Brands from $85 to $92. This adjustment reflects a revised outlook from the financial institution on the company's stock performance.
SPECTRUM BRANDS HOLDINGS, INC. : OPPENHEIMER RAISES TARGET PRICE TO $100 FROM $85
Oppenheimer has increased its target price for Spectrum Brands Holdings, Inc. (SPB.N) to $100, up from the previous target of $85. This adjustment reflects an updated outlook from the analyst firm for the consumer products company. The news was reported by Reuters on August 10, 2026.
Deutsche Bank Adjusts Spectrum Brands Price Target to $96 From $81, Maintains Hold Rating
Deutsche Bank has increased its price target for Spectrum Brands (SPB) to $96 from $81, while maintaining a Hold rating on the stock. This adjustment comes shortly after RBC also changed its rating for Spectrum Brands, downgrading it to Sector Perform. The company recently reported its Q3 2026 earnings, with adjusted EPS and net sales rising, surpassing FactSet estimates.
Spectrum Brands Holdings, Inc. Stock 12‑Month Price Target Raised to $89.57, Implies 1% Upside
Spectrum Brands Holdings, Inc. (SPB) has seen its average 12-month price target raised to $89.57 by 7 analysts, up from $88. This new target suggests a potential upside of approximately 1% from its August 6 closing price. The consensus rating among 9 analysts remains a "Buy," with 5 recommending Buy, 3 Hold, and 1 Sell.
Press Release: Spectrum Brands Holdings Reports Fiscal 2026 Third Quarter Results
Spectrum Brands Holdings reported its fiscal third quarter 2026 results. The company's press release details financial performance during this period, including key figures and business highlights. This report provides an update on the company's operational and financial status for its stakeholders.
Spectrum Brands (NYSE: SPB) lifts Q3 2026 EBITDA despite impairment charge
Spectrum Brands Holdings, Inc. reported increased fiscal Q3 2026 net sales of $753.3 million, up 7.7% year-over-year, with organic net sales growing 6.6%. Despite a GAAP net loss of $20.3 million due to a $104.0 million non-cash impairment charge, adjusted EBITDA more than doubled to $158.3 million, or $97.7 million excluding tariff refunds, showcasing stronger underlying profitability. The company reaffirmed its fiscal 2026 net sales growth outlook and raised its adjusted EBITDA expectation, excluding tariff refunds, to mid-single digits growth.
Spectrum Brands' Q3 Earnings Beat, Home & Garden Unit Sales Up 19% Y/Y
Spectrum Brands Holdings Inc. (SPB) reported strong third-quarter fiscal 2026 results, with both earnings and net sales surpassing Zacks Consensus Estimates and improving year over year. The company's adjusted earnings per share increased by 125%, driven by lower outstanding shares and higher adjusted EBITDA, while net sales grew 7.7% due to broad-based growth across all three business segments, especially Home & Garden. Following the positive earnings report, SPB's shares saw a jump of over 8%.
Spectrum Brands faces earnings test as growth momentum eyed By Investing.com
Spectrum Brands Holdings Inc. is set to report fiscal third-quarter earnings, with analysts expecting $1.46 per share on revenue of $733.06 million, reflecting growth from the previous quarter and year-over-year. Investors will be watching for sustained growth in its Global Pet Care and Home & Garden segments and any updates to full-year guidance, following a strong second-quarter performance. The report will indicate if the company's turnaround strategy is gaining traction amidst a challenging consumer spending environment.
Pacer Advisors Inc. Grows Holdings in Spectrum Brands Holdings Inc. $SPB
Pacer Advisors Inc. significantly increased its stake in Spectrum Brands Holdings Inc. by 52.6% in the first quarter, bringing its total to 161,213 shares valued at $11.9 million. This move is mirrored by several other institutional investors also expanding their positions in the company. Spectrum Brands reported strong first-quarter earnings, beating analyst estimates with $1.25 EPS and a 4.9% increase in revenue, while its shares trade near their 52-week high.
Spectrum Brands declares $0.47 quarterly dividend
Spectrum Brands Holdings, Inc. (NYSE:SPB) announced a quarterly dividend of $0.47 per share on its common stock. The dividend is scheduled for payment on September 22, 2026, to shareholders recorded as of August 25, 2026. Spectrum Brands is a home-essentials company offering various products including pet supplies, lawn and garden items, and small household appliances.
Spectrum Brands Holdings Declares Quarterly Common Stock Dividend of $0.47 Per Share
Spectrum Brands Holdings, Inc. (NYSE: SPB) has announced that its Board of Directors declared a quarterly dividend of $0.47 per share on the Company's Common Stock. The dividend is scheduled to be paid on September 22, 2026, to shareholders of record as of August 25, 2026. Spectrum Brands is a home-essentials company known for a wide range of consumer products across various categories.
Spectrum Brands Holdings Declares Quarterly Common Stock Dividend, Payable on September 22, 2026
Spectrum Brands Holdings, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.47 per share for its common stock. This dividend is scheduled to be paid on September 22, 2026, to shareholders who are on record as of August 25, 2026. The announcement was made on August 5, 2026, by S&P Capital IQ.
Spectrum Brands Gears Up to Report Q3 Earnings: What's in the Offing?
Spectrum Brands (SPB) is expected to report a year-over-year increase in both revenue and earnings per share for its fiscal third quarter 2026, driven by strong performance in its Global Pet Care and Home & Garden segments. The company's focus on operational discipline, brand execution, and innovation is likely to have offset challenges in its Home & Personal Care segment due to weak consumer demand. Despite a positive Earnings ESP, the Zacks Model does not conclusively predict an earnings beat due to a low Zacks Rank.
Spectrum Brands Holdings Declares Quarterly Common Stock Dividend of $0.47 Per Share
Spectrum Brands Holdings, Inc. announced that its Board of Directors declared a quarterly dividend of $0.47 per share on the Company's Common Stock. The dividend is payable on September 22, 2026, to shareholders of record as of August 25, 2026. Spectrum Brands is a home-essentials company with a mission to make living better at home, offering a broad portfolio of trusted brands.
Spectrum Brands (NYSE: SPB) investors approve directors, KPMG and executive pay
Spectrum Brands Holdings, Inc. announced the results of its 2026 Annual Meeting, where stockholders approved the election of six directors, ratified KPMG LLP as the independent registered public accounting firm, and gave advisory approval for executive officer compensation. Over 91% of outstanding shares were represented at the meeting, with high approval percentages for all proposals. This includes the re-election of directors with approval rates ranging from 95.97% to 99.70% and over 97% approval for executive pay.
Spectrum Brands Gears Up to Report Q3 Earnings: What's in the Offing?
Spectrum Brands Holdings, Inc. (SPB) is expected to report its fiscal third-quarter 2026 results on August 7, with revenue and EPS projected to show year-over-year growth. The company's Global Pet Care and Home & Garden segments are anticipated to drive performance, benefiting from strategic investments and operational efficiencies. However, the Home & Personal Care segment is likely to remain a drag due to cautious consumer spending.
Spectrum Brands Holdings Number of Employees 2026 | Employee Count & Headcount Data
Spectrum Brands Holdings (SPB) had approximately 3,036 total employees worldwide as of March 2026, representing a 3.1% decline from 2023. The company is actively hiring with 250 job postings in 2026, a 45.7% increase from 2025. Employee sentiment is reported as negative and declining, and the average salary is $70,375 globally.
Sei Investments Co. Buys 51,979 Shares of Spectrum Brands Holdings Inc. $SPB
Sei Investments Co. increased its stake in Spectrum Brands Holdings Inc. by 127.6% in the first quarter, purchasing an additional 51,979 shares to own a total of 92,706 shares valued at $6.8 million. Other hedge funds also modified their holdings, and CEO David M. Maura bought 2,500 shares. Spectrum Brands reported strong quarterly results, with EPS of $1.25 and revenue of $708.9 million, exceeding analyst expectations.
Spectrum Brands stock hits 52-week high at 91.47 USD
Spectrum Brands (SPB) stock has reached a new 52-week high of $91.47, reflecting a 72.86% total return over the past year and strong investor confidence. InvestingPro data suggests the stock is undervalued with an attractive P/E ratio of 17.4 and a low PEG ratio of 0.11. This milestone follows the company's strong Q2 2026 financial results, which exceeded analyst expectations for both EPS and revenue.
First Trust Advisors LP Decreases Stock Holdings in Spectrum Brands Holdings Inc. $SPB
First Trust Advisors LP significantly reduced its stake in Spectrum Brands Holdings Inc. by 76.4% in the first quarter, selling over 241,000 shares. Despite this, Spectrum Brands reported strong quarterly earnings, beating analyst estimates, and CEO David M. Maura increased his personal holdings. Analyst sentiment remains a "Moderate Buy" with an average price target of $87, though some firms have reduced targets or maintained "Hold" ratings.
Edgestream Partners L.P. Invests $2.22 Million in Spectrum Brands Holdings Inc. $SPB
Edgestream Partners L.P. has acquired a new stake of 30,174 shares, valued at approximately $2.22 million, in Spectrum Brands Holdings Inc. ($SPB) during the first quarter. This investment represents about 0.13% of the company's stock, with other institutional investors also increasing their positions. Spectrum Brands recently surpassed earnings estimates with a quarterly EPS of $1.25 and a revenue increase of 4.9% year-over-year, while analysts maintain a "Moderate Buy" rating with an $87 target price.
Dimensional Fund Advisors LP Decreases Holdings in Spectrum Brands Holdings Inc. $SPB
Dimensional Fund Advisors LP reduced its stake in Spectrum Brands Holdings Inc. by 3.0% in the first quarter, selling 29,074 shares and retaining 930,952 shares valued at approximately $68.6 million. Despite this reduction, CEO David M. Maura purchased 2,500 shares, and other institutional investors adjusted their positions. Spectrum Brands exceeded earnings and revenue expectations in its latest quarter, reporting $1.25 EPS and $708.9 million in revenue, and analysts maintain a "Moderate Buy" rating with an average target price of $87.00.
Spectrum Brands (SPB) Reports Next Week: Wall Street Expects Earnings Growth
Spectrum Brands (SPB) is projected to report a year-over-year increase in earnings and revenues for the quarter ending June 2026. The company's earnings per share are expected to grow by 20.2% to $1.49, with revenues increasing by 4.7% to $732.44 million. While the Zacks Earnings ESP suggests a slightly positive surprise, the current Zacks Rank of #4 makes a definitive prediction of an earnings beat difficult.
Spectrum Brands (SPB) Reports Next Week: Wall Street Expects Earnings Growth
Spectrum Brands (SPB) is projected to report increased earnings and higher revenues for the quarter ended June 2026. While the company's Most Accurate Estimate is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +0.56%, its Zacks Rank of #4 makes a definitive prediction of an earnings beat difficult. Investors are advised to consider other factors alongside the Earnings ESP and Zacks Rank when evaluating the stock ahead of its earnings release on August 7th.
Spectrum Brands (SPB) to Post Earnings on Friday
Spectrum Brands (NYSE:SPB) is scheduled to release its Q3 2026 earnings before market open on Friday, August 7th. Analysts anticipate earnings of $1.49 per share on revenues of $732.1880 million. The company's stock recently traded near its 52-week high at $88.93, and analysts have a "Moderate Buy" consensus rating with an $87 price target.
SPB|Spectrum Brands Holdings Inc|Price:88.207|Chg%:-2.323
Spectrum Brands Holdings Inc (SPB) shows strong fundamentals with high growth potential, though its valuation is considered fairly valued within the Household Goods industry. Analysts have rated it as a Buy, with the stock price expected to remain stable in the medium term and exhibiting sideways trading suitable for range-bound swing trading. Key insights include a high dividend payout, institutional selling, and significant holdings by investor David Einhorn.
Spectrum Brands Holdings Inc (SPB) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Spectrum Brands Holdings Inc (SPB), focusing on its price momentum, support and resistance levels, and various technical indicators and moving averages. The stock's current price momentum score is 3.36, ranking 21 out of 23 in its industry, and it is trading between a resistance level of 92.88 and a support level of 82.23. The analysis also details individual indicator and moving average readings, concluding with an overall neutral signal based on current technical data.
Spectrum Brands Holdings Inc (SPB) Valuation: PE, PB & Fair Value Analysis
The article provides a valuation analysis for Spectrum Brands Holdings Inc (SPB), noting its current valuation score of 8.22, ranking 14th out of 22 in the Household Goods industry. It highlights the company's current P/E ratio of 17.58, which is significantly below its recent high but above its recent low. The article indicates that relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company.
Spectrum Brands Holdings Inc (SPB) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Spectrum Brands Holdings Inc (SPB), detailing its volatility, financial risk, and investment risk. SPB has a risk assessment score of 8.03, ranking 2 out of 22 in its industry, and a beta of 0.65, suggesting lower volatility compared to the S&P 500. The report includes various risk metrics such as maximum drawdown, Sharpe Ratio, realized volatility, and liquidity metrics, along with recent daily return figures.
Maverick Capital Ltd. Purchases 16,238 Shares of Spectrum Brands Holdings Inc. $SPB
Maverick Capital Ltd. significantly increased its stake in Spectrum Brands Holdings Inc. (NYSE:SPB) by 31.5% in the first quarter, acquiring an additional 16,238 shares and bringing its total holdings to 67,826 shares valued at nearly $5 million. Spectrum Brands has received a "Moderate Buy" rating from analysts with an average price target of $87.00, following better-than-expected earnings and revenue. The company also pays a quarterly dividend, and its shares opened near their 52-week high.
Spectrum Brands Holdings, Inc. Revenue Breakdown – NYSE:SPB
Spectrum Brands Holdings, Inc. (NYSE:SPB) generated $2.81 billion USD in revenue last year. The Home and Personal Care segment was its top performer, contributing $1.15 billion USD, though this was down from $1.23 billion USD the previous year. The United States was the primary geographic contributor, accounting for $1.57 billion USD of the company's revenue.
Spectrum Brands Holdings, Inc. Revenue Breakdown – GETTEX:H221
Spectrum Brands Holdings Inc. generated 2.39 billion EUR in revenue last year. The Home and Personal Care segment was the top performer, contributing 983.18 million EUR, though this was down from 1.11 billion EUR the previous year. The United States was the largest regional contributor, accounting for 1.34 billion EUR.
Spectrum Brands stock hits 52-week high at $90.69
Spectrum Brands (SPB) stock has reached a new 52-week high of $90.69, reflecting a 52% increase over the past year and a 38% gain in the last six months. Despite this strong performance, InvestingPro analysis suggests the stock remains undervalued with a "GREAT" financial health score. The company also recently reported Q2 fiscal year 2026 financial results that exceeded analyst expectations, with EPS of $1.25 and revenue of $708.9 million.
Spectrum Brands Holdings Inc (SPB) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Spectrum Brands Holdings Inc (SPB), listing its major institutional holders and their respective proportions. It also presents a historical overview of institutional shareholding, including the number of institutions and shares held over different reporting periods. Additionally, the article identifies types of shareholders, such as investment advisors and hedge funds, and lists related ETFs that include SPB.
SPB|Spectrum Brands Holdings Inc|Price:88.810|Chg%:+1.340
This article provides a detailed company profile for Spectrum Brands Holdings Inc (SPB), a diversified global branded consumer products company. It outlines the company's business segments, key brands, and global distribution. The article also includes financial data, executive leadership, and shareholder information, highlighting institutional shareholding trends.
Callodine Capital Management LP Lowers Position in Spectrum Brands Holdings Inc. $SPB
Callodine Capital Management LP slightly reduced its stake in Spectrum Brands Holdings Inc. by 0.8% in Q1 2026, though SPB remains its largest holding, valued at $151 million. Despite the minor reduction, analyst sentiment is mixed but leans towards a "Moderate Buy" with an average price target of $87.00. Spectrum Brands reported strong Q1 earnings, surpassing estimates with an EPS of $1.25 and a 4.9% increase in revenue.