Earnings & Investor News · Week of Nov 2, 2026
Dividend hikes and debt paydown: the week in earnings
Most third-quarter reporters raised guidance or dividends, while Light & Wonder, Sunrun and TELUS trimmed outlooks or prioritized debt reduction.
Dividend increases and guidance raises ran through this week's earnings releases. DiamondRock Hospitality raised its quarterly dividend by 22% and lifted full-year Adjusted EBITDA guidance, Cencora increased its dividend 10 percent alongside fiscal 2027 guidance, and Matador Resources raised its annual dividend 17% and its production guidance. Keurig Dr Pepper reaffirmed its 2026 outlook in its first full quarter including JDE Peet's, and CF Industries continued buybacks, repurchasing $367 million of shares in the quarter.
Balance sheets were a second theme. Light & Wonder said it is prioritizing debt reduction over buybacks and guided full-year AEBITDA growth toward the lower end of its range. TELUS reported a net loss driven by an $800 million goodwill impairment at TELUS Health and said proceeds from planned asset monetizations will go toward debt reduction. Matador said it repaid over $150 million in borrowings. Sunrun narrowed its full-year Aggregate Subscriber Value and Cash Generation outlook to the low end of its prior ranges. Deal activity also appeared, with acquisitions reported by DiamondRock and Cencora.
DiamondRock Hospitality Co
COMPANY CONTACTS
DiamondRock Hospitality reported third quarter 2026 net income attributable to common stockholders of $33.3 million, up 65.7%, raised full-year Adjusted EBITDA guidance to $322.0 to $327.0 million, and increased its quarterly dividend 22% to $0.11 per share. The company also completed the $31.0 million acquisition of The Bellmoor Inn & Spa, a 79-room resort in Rehoboth Beach, Delaware, on October 1, 2026.
Light & Wonder, Inc.
Light & Wonder, Inc.
Light & Wonder reported third quarter revenue of $824 million, down 2%, and net income of $133 million, up 17%, and said FY 2026 Consolidated AEBITDA growth is expected toward the lower end of its mid-to-high single digit range. The company says it is prioritizing debt reduction over buybacks, repurchased no shares in the quarter, and is on track to cut net debt leverage from 3.3x to below 3.0x during the first half of 2027.
Keurig Dr Pepper Inc.
Keurig Dr Pepper Reports Q3 Results and Reaffirms Guidance for 2026
Keurig Dr Pepper reported Q3 net sales up 70.6% to $7.34 billion, driven largely by the JDE Peet's acquisition, with legacy KDP net sales up 8.6% and Adjusted diluted EPS up 22.2% to $0.66. The company reaffirmed 2026 guidance of $25.9-$26.4 billion in net sales and says it is working toward remaining milestones for its planned separation into two companies.
CF Industries Holdings, Inc.
CF Industries Holdings, Inc.
CF Industries reported third quarter 2026 net earnings of $436 million, or $2.87 per diluted share, up from $353 million, on net sales of $1.86 billion and 7% higher sales volumes. The company repurchased 3.0 million shares for $367 million, declared a $0.60 quarterly dividend, and expects Blue Point One ammonia production to begin in 2029 at a cost of approximately $3.7 billion.
Sunrun Inc.
Sunrun Reports Third Quarter 2026 Financial Results
Sunrun reported third-quarter total revenue of $1,099.5 million, up 52%, and net income attributable to common stockholders of $153.2 million, while Subscriber Additions fell 24% to 22,957. The company revised full-year guidance to approximately $4.6 billion of Aggregate Subscriber Value and approximately $200 million of Cash Generation, the low end of its prior ranges.
Cencora, Inc.
CENCORA REPORTS FISCAL 2026 FOURTH QUARTER AND FISCAL YEAR END RESULTS
Cencora reported fiscal 2026 revenue of $337.4 billion, up 5.0 percent, with adjusted diluted EPS of $17.97, up 12.3 percent, and raised its quarterly dividend 10 percent to $0.66. It guided fiscal 2027 adjusted diluted EPS of $19.40 to $19.75, signed agreements to acquire American Oncology Network and sell its stake in Profarma, and will report under new segments from the first quarter of fiscal 2027.
Matador Resources Co
MATADOR RESOURCES COMPANY
Matador Resources reported third quarter 2026 production of 230,470 BOE per day, up 10% and above its guidance midpoint, with net income attributable to shareholders of $172.1 million versus $176.4 million a year earlier. The company raised full-year production guidance, raised its annual dividend 17% to $1.75 per share, and says it repaid over $150 million in borrowings with leverage expected to approach 1.5x by year-end 2026.
TELUS Corporation
TELUS Reports Third Quarter 2026 Results, Demonstrates Continued Discipline in Core Telecom; Advances Transformation Strategy
TELUS reported a third quarter 2026 net loss of $660 million, driven by an $800 million non-cash goodwill impairment related to TELUS Health, and a 5 per cent decline in Adjusted EBITDA to $1.8 billion. The company announced an efficiency program targeting approximately $900 million in annualized cash savings exiting 2028, reaffirmed 2026 guidance, and said it is prioritizing monetization of TELUS Health and TELUS Agriculture & Consumer Goods to reduce debt.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not Finance Private reporting.