Major financial institutions, UBS and Morgan Stanley, have recently updated their outlook on Newell Brands, a prominent consumer goods company. These revisions come as the market closely watches the company's strategic restructuring and performance metrics. Analysts from both firms provided insights into Newell Brands' current standing and future potential, offering nuanced perspectives on its stock valuation.
Financial Giants Refine Valuations for Newell Brands
On a significant financial day, February 9, 2026, two leading global banks, UBS and Morgan Stanley, announced adjustments to their price targets for Newell Brands Inc. (NASDAQ:NWL). UBS, headquartered in Switzerland, increased its price target for Newell Brands from $4.50 to $5.00, while maintaining a 'Neutral' rating. Peter Grom, an analyst at UBS, emphasized that the investment community would be closely scrutinizing whether the company's projected improvements would indeed come to fruition. He noted that although Newell Brands had laid out clear strategies to bolster revenue growth, investors might adopt a cautious 'wait and see' approach due to the company's past challenges in achieving consistent growth.
Concurrently, Morgan Stanley, a global financial services firm based in New York, also raised its price target for Newell Brands from $4.25 to $4.50, reiterating an 'Equalweight' rating. The firm acknowledged the substantial progress made by Newell Brands in its restructuring initiatives. However, this positive development was tempered by ongoing concerns regarding a downturn in revenue and unpredictable profit margins. Morgan Stanley's analysis also highlighted a year-over-year decline in Newell Brands' fourth-quarter results and expressed apprehension about the midpoint of the fiscal 2026 guidance. Despite these obstacles, the firm indicated that the stock was trading at what it perceived as an undervalued state. Newell Brands, a multifaceted American consumer goods corporation, boasts an impressive array of well-known brands including Rubbermaid, Sharpie, Graco, Coleman, and Yankee Candle, among others.
The current landscape for Newell Brands reflects a delicate balance between strategic repositioning and market skepticism. While the company's efforts to streamline operations are recognized, the ultimate success hinges on its ability to translate these changes into tangible financial growth and stability. Investors, therefore, are presented with a scenario that demands careful consideration, weighing the potential for recovery against persistent market challenges and internal performance fluctuations.