Dividend Increase - Illinois Tool Works Inc. (ITW)

 

Friday, August 1st the Board of Directors of Illinois Tool Works Inc. (ITW) announced a quarterly dividend increase of from $1.50 to $1.61 per share, that’s payable October 10, 2025 to holders of record September 30, 2025. This represents a 7.33% increase over the last quarterly dividend.

At the current price of $256.89 (yesterday's close), this increase will raise ITW's dividend yield to 2.51%.

Week in Review 32/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Received Dividends:

August 4, 2025

• €49.96 – CVS Health Corporation (CVS)
• €33.17 – Power Corporation of Canada (TSE:POW)

August 5, 2025

• €116.52 – Telia Company (TELIA)

August 7, 2025

• €47.73 – JPM Global Equity Premium Income Active UCITS ETF (JGPI.DE)
• €21.80 – JPM US Equity Premium Income Active UCITS ETF (JEIP.DE)
• €32.74 – JPM Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)

August 8, 2025

• €38-25 – General Dynamics Corporation (GD)

Week 32: Total net dividends €340.17

Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.

My Portfolio's Transactions:

August 5, 2025

• I purchased 57 shares of JPM Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE) at €21.575 per share plus commission.

Based on the latest announcement, for August JEQP pays a dividend of 0.2472. During the nine month period, JEQP has declared a total dividend of $1.8656, if the dividend remains at this level in the future, it will be $2.4875 per year. At today's exchange rate, that purchase 57 shares of JEQP will increase €82.56 of my expected annual net dividend income. After this acquisition my yield on cost is 9.63%, JEQP’s weight of my portfolio is about 0.94% and its share of future annual dividend income is approximately 2.10%. For now, my plan is to increase the amount of JEIP in my portfolio on a monthly basis.

Portfolio Holdings News:

August 4, 2025

• ONEOK, Inc. (OKE) Announces Second Quarter 2025 Earnings; OKE reported Q2 2025 GAAP EPS of $1.34, up 0.8% year-over-year and beating analyst estimates by $0.01. Adjusted EBITDA reached $1.98 billion, up from $1.62 billion in the prior year and includes $21 million in transaction costs. Management reaffirmed its 2025 financial guidance ranges.

• Illinois Tool Works Inc. (ITW) Increased Quarterly Dividend; The Board of Directors of Illinois Tool Works Inc. ITW authorized a seven percent increase to the dividend payout to shareholders, representing a quarterly increase of $0.11 per share – or $0.44 per share annually – versus the current dividend rate. The dividend will be paid on October 10, 2025 to shareholders of record as of September 30, 2025.

• RTX Corporation (RTX) has been awarded a massive $50 billion umbrella contract for a 20-year period, with an estimated completion date of July 31, 2045.

• LTC Properties, Inc. (LTC) Reports 2025 Second Quarter Results; LTC reported Q2 FFO of $0.68, up 1.5% year-over-year and beating analyst expectations by $0.01. Revenue rose 20.2% to $60.24 million, surpassing estimates by $7.15 million. Management raised 2025 core FFO guidance to a range of $2.67 to $2.71 per share, up from the prior range of $2.65 to $2.69.

August 5, 2025

• Aktia Bank Plc's (AKTIA) Half-year report January-June 2025; AKTIA reported Q2 2025 comparable EPS of €0.29, missing analyst expectations by €0.01 and marking a 14.7% decline year-over-year. Total operating income fell 4.4% to €73.3 million, though it beat estimates by €1.2 million. Comparable operating profit declined 15% to €26.2 million. The CET1 ratio stood at 12.8%, down from 13.0% in the prior quarter.

• Duke Energy Corporation (DUK) Reports Second-Quarter 2025 Financial Results; DUK reported second-quarter non-GAAP earnings per share of $1.25, a 5.9% increase year-over-year and $0.087 above analyst expectations. Revenue rose 4.7% to $7.51 billion, beating estimates by $40 million. Management reaffirmed its 2025 adjusted EPS guidance range of $6.17 to $6.42, along with its long-term adjusted EPS growth target of 5% to 7% annually through 2029, based on the 2025 midpoint of $6.30.

• Duke Energy Corporation (DUK) partners with Brookfield to secure investment in Duke Energy Florida; DUK announced it has entered into a definitive agreement for Brookfield, through its Super-Core Infrastructure strategy, to hold a 19.7% indirect equity interest in Duke Energy Florida for an aggregate amount of $6 billion.

• Pfizer Inc. (PFE) Reports Second-Quarter 2025 Results; PFE reported second-quarter Non-GAAP EPS of $0.78, reflecting a 30% year-over-year increase and beating analyst estimates by $0.21. Revenue came in at $14.65 billion, up 10.3% year-over-year, exceeding expectations by $1.12 billion. Management raised full-year 2025 guidance, now expecting revenue between $61.0 and $64.0 billion and Adjusted diluted EPS between $2.90 and $3.10.

• Amgen Inc. (AMGN) Reports Second Quarter 2025 Financial Results; AMGN reported second-quarter results, with non-GAAP earnings per share of $6.02—up 21% year over year and $0.74 ahead of analyst expectations. Revenue rose 9.4% to $9.18 billion, exceeding estimates by $270 million. Looking ahead, management now expect 2025 total revenues in the range of $35.0 billion to $36.0 billion and non-GAAP earnings per share between $20.20 and $21.30.

• Eaton Corporation plc (ETN) Reports Record Second Quarter 2025 Results; ETN reported second-quarter non-GAAP earnings per share of $2.95, exceeding analyst estimates by $0.03 and marking a 8% year-over-year increase. Revenue rose 9.8% to $7.03 billion, beating expectations by $120 million. For the full year 2025, management projects organic growth of 8.5% to 9.5% and guides for adjusted earnings per share in the range of $11.97 to $12.17—representing an 12% increase at the midpoint compared to the prior year.

• Aflac Incorporated (AFL) Announces Second Quarter Results; AFL reported second-quarter non-GAAP earnings per share of $1.78, down 2.7% year-over-year but $0.07 above analyst expectations. Revenue came in at $4.16 billion, falling short of estimates by $160 million and declining 19.1% from the same quarter last year. Adjusted book value per share was $51.78 as of June 30, 2025, slightly down from $52.26 a year earlier.

• Archer-Daniels-Midland Company (ADM) Reports Second Quarter 2025 Results; ADM reported non-GAAP earnings per share of $0.93 for the quarter, exceeding analyst expectations by $0.13 despite a 10% decline compared to the same period last year. Revenue fell 4.9% year-over-year to $21.17 billion, missing estimates by $640 million. Management narrowed its full-year 2025 adjusted EPS guidance to approximately $4.00, down from the previous range of $4.00 to $4.75.

• NNN REIT, Inc. (NNN) Announces Second Quarter 2025 Results: NNN reported second-quarter funds from operations (FFO) of $0.84 per share, in line with analyst expectations and representing a 1.2% year-over-year increase. Revenue rose 4.6% to $226.8 million, beating estimates by $2.52 million. Sold 23 properties for $51.2 million, including $24.7 million of income producing properties at a weighted average cap rate of 6.2%. Management updated its full-year 2025 guidance, projecting core FFO per share between $3.34 and $3.39 and adjusted FFO (AFFO) per share between $3.40 and $3.45.

August 6, 2025

• Sampo plc Group’s (SAMPO) Results for April-June 2025; SAMPO reported quarterly earnings per share of €0.14, beating analyst expectations by €0.01 and marking a 16% year-over-year increase. Profit before taxes rose 18% to €526 million, exceeding estimates by €96 million. The underwriting result improved to €393 million from €321 million a year ago, also ahead of the €382 million consensus. Management raised its full-year guidance, now expecting premium income between €8.9 billion and €9.1 billion (up from €8.8–€9.1 billion) and underwriting profit between €1.425 billion and €1.525 billion (previously €1.40–€1.50 billion).

• Koninklijke Ahold Delhaize N.V. (AMS:AD) Q2 2025 Interim Report; AD reported second-quarter diluted underlying EPS of €0.65, up 0.7% year-over-year. Revenue reached €23.09 billion, up 6.5% at constant exchange rates and up 3.3% at actual exchange rates. Management reaffirmed its full-year 2025 outlook, including an underlying operating margin of approximately 4%, mid- to high-single-digit underlying EPS growth (based on an average USD/EUR exchange rate of 1.10), and free cash flow of at least €2.2 billion.

• Avista Corporation (AVA) Reports Financial Results for the Second Quarter of 2025; AVA reported GAAP EPS of $0.17 for the quarter, down 41.4% year-over-year and missing analyst expectations by $0.13. Revenue grew 2.4% to $400 million but came in $11.41 million below estimates. Despite the weaker quarter, management reaffirmed its full-year 2025 consolidated earnings guidance, maintaining the projected range of $2.52 to $2.72 per diluted share.

• Pinnacle West Capital Corporation (PNW) Reports 2025 Second-Quarter Financial Results; PNW reported second-quarter GAAP EPS of $1.58, down 10.2% year-over-year. Revenue increased 3.8% to $1.36 billion, beating analyst expectations by $10 million. Management reaffirmed its full-year 2025 consolidated earnings guidance, maintaining the projected EPS range of $4.40 to $4.60 and reaffirmed their long-term sales growth guidance of 4% to 6% through 2027.

• UGI Corporation (UGI) Reports Third Quarter Results; UGI reported third-quarter non-GAAP earnings per share of -$0.01, down from $0.06 in the same period last year but beating analyst expectations by $0.08. Revenue rose 1.0% year over year to $1.39 billion, though it fell short of estimates by $290 million. Management indicated they expect full-year 2025 adjusted EPS to be at the upper end of the guidance range of $3.00 to $3.15 per share.

• McDonald's Corporation (MCD) Reports Second Quarter 2025 Results; MCD reported second-quarter non-GAAP EPS of $3.19, up 7% year-over-year and $0.04 ahead of analyst expectations. Revenue rose 5.4% to $6.84 billion, surpassing estimates by $140 million. The company plans to open 2,200 new restaurants and expects net unit growth to contribute slightly over 2% to 2025 systemwide sales growth in constant currency. Management also anticipates an operating margin in the mid-to-high 40% range and capital expenditures between $3.0 and $3.2 billion for 2025.

• Emerson Electric Co. (EMR) Reports Third Quarter 2025 Results; EMR reported third-quarter non-GAAP EPS of $1.52, up 6.3% year-over-year and slightly above analyst expectations by $0.01. Revenue grew 3.9% to $4.55 billion, though it fell short of estimates by $60 million. For full-year 2025, management expects net sales growth of approximately 3.5%, adjusted EPS of around $6.00, and free cash flow of about $3.2 billion.

• Nutrien Ltd. (NTR) Reports Second Quarter 2025 Results; NTR reported second-quarter non-GAAP EPS of $2.65, a 13% increase year-over-year, surpassing analyst expectations by $0.24. Revenue rose 2.8% from the prior year to $10.44 billion, aligning with estimates. Management reaffirmed most of its full-year operational guidance, while slightly raising its potash volume outlook and effective tax rate guidance.

• Realty Income Corporation (O) Announces Operating Results for the Three and Six Months Ended June 30, 2025; O reported second-quarter funds from operations (FFO) of $1.06 per share, matching analyst estimates but down 0.96% year over year. Revenue increased 5.2% to $1.41 billion, beating expectations by $80 million. Management raised the low end of its full-year 2025 adjusted FFO (AFFO) per share guidance, now expecting a range of $4.24 to $4.28.

• Manulife Financial Corporation (MFC) Reports second Quarter 2025 Results; MFC reported core earnings of C$0.95 per share for Q2 2025, a 2% increase from C$0.91 in the same period last year, though slightly below the consensus estimate of C$0.96. Global Wealth and Asset Management net inflows improved to C$0.9 billion, up from C$0.5 billion in Q1 and C$0.1 billion in Q2 2024. Book value per common share rose to C$24.90 as of June 30, 2025, compared to C$23.71 a year earlier.

• Manulife Financial Corporation (MFC) Acquires Majority Stake in Comvest; MFC announced it would buy 75% of Comvest Credit Partners for $937.5 million, in a push to expand its private credit platform.

• South Bow Corporation (SOBO) Reports Second-Quarter 2025 Results; SOBO reported GAAP EPS of $0.46 for the quarter, beating analyst expectations by $0.10 and marking a 9.6% year-over-year increase. Revenue totaled $524 million, down 5.4% from the prior year but exceeded estimates by $71 million. Management reaffirmed its 2025 outlook, maintaining guidance for normalized EBITDA of approximately $1.01 billion.

August 7, 2025

• ConocoPhillips (COP) Announces Second-Quarter 2025 Results; COP reported second-quarter Non-GAAP EPS of $1.42, beating analyst expectations by $0.06 but reflecting a 28.3% decline compared to the prior year. Revenue rose 4.3% year-over-year to $14.74 billion, slightly surpassing the consensus estimate of $14.68 billion. Production averaged 2.391 million barrels of oil equivalent per day (boe/day), an increase of 446K boe/day from a year earlier. Management expects Q3 production between 2.33M and 2.37M boe/day, and full-year production between 2.35M and 2.37M boe/day.

• Gilead Sciences, Inc. (GILD) Announces Second Quarter 2025 Financial Results; GILD reported second-quarter Non-GAAP EPS of $2.01, unchanged from the same period in 2024 and $0.05 above analyst expectations. Revenue rose 1.9% year-over-year to $7.08 billion, beating estimates by $120 million. Management raised its full-year 2025 outlook, now expecting product sales between $27.3 billion and $27.7 billion—an increase of $0.5 billion—and projected full-year diluted EPS in the range of $7.95 to $8.25, up $0.20 at the midpoint from prior guidance.

• Viatris Inc. (VTRS) Reports Second Quarter 2025 Results; VTRS reported Q2 Non-GAAP EPS of $0.62, down 10% year-over-year but beating analyst expectations by $0.06. Revenue declined 5.8% to $3.58 billion, ahead of estimates by $120 million. For full-year 2025, management reaffirmed guidance, projecting revenue between $13.5 billion and $14.0 billion and adjusted EPS in the range of $2.12 to $2.30.

• Kontoor Brands, Inc. (KTB) Reports 2025 Second Quarter Results; KTB reported second-quarter non-GAAP earnings per share of $1.21, a 23% increase year over year and $0.38 above analyst expectations. Revenue came in at $658 million, beating estimates by $24.3 million and increased 8.4% compared to the same period last year. Management updated its full-year 2025 outlook, now projecting revenue between $3.09 billion and $3.12 billion, reflecting an expected increase of approximately 19% to 20%. Adjusted EPS is now forecasted to be approximately $5.45.

• Main Street Capital Corporation (MAIN) Announces Second Quarter 2025 Results; MAIN reported Q1 2025 net investment income (NII) of $1.06 per share, a 3% year-over-year increase and $0.07 above analyst expectations. Total investment income rose 8.9% to $143.97 million, beating estimates by $6.75 million. Net asset value per share increased to $32.30 as of June 30, 2025, up from $31.65 at the end of 2024.

• Power Corporation of Canada (TSE:POW) Reports Second Quarter 2025 Financial Results; POW reported adjusted earnings of C$1.38 per share for the quarter ended June 30, up from C$1.17 in the same period last year and beating the analyst consensus of C$1.29. Revenue increased 26.2% year-over-year to C$9.23 billion. Book value per share rose slightly to C$35.90 as of June 30, 2025, compared to C$35.56 at the end of 2024.

• Pembina Pipeline Corporation (TSE:PPL) Reports Results for the Second Quarter of 2025; PPL reported second-quarter GAAP EPS of C$0.65, down from C$0.75 a year earlier and in line with analyst expectations. Revenue surged 48.2% year-over-year to C$1.79 billion, exceeding estimates of C$1.67 billion. Management updated its 2025 adjusted EBITDA guidance range slightly to C$4.225 billion to C$4.425 billion (from C$4.2 billion to C$4.5 billion), noting performance is trending toward the midpoint of the range. The company also expects third-quarter results to be largely in line with the second quarter, with stronger performance anticipated in the fourth quarter due to seasonal and asset-specific factors.

• Canadian Natural Resources Limited (CNQ) Announces 2025 Second Quarter Results; CNQ reported second-quarter Non-GAAP EPS of C$0.71, down from C$0.88 in the same period last year, but beating analyst expectations by C$0.06. Revenue declined 3.9% year-over-year to C$8.70 billion, though it came in ahead of estimates, which called for C$7.97 billion.

August 8, 2025

• NN Group N.V. (AMS:NN) Reports 1H Results; NN reported first-half 2025 results, with Operating Capital Generation (OCG) rising 6% year-over-year to €1,020 million. The Solvency II ratio improved to 208%, up from 194% at the end of 2024. Operating result increased to €1,443 million, compared to €1,329 million in the first half of 2024. Free Cash Flow (FCF) reached €863 million, keeping the company on track to meet its full-year target of €1.6 billion. NN also announced a 2025 interim dividend of €1.38 per share, representing an 8% increase over the previous year.

• Emera Incorporated (TSE:EMA) Reports 2025 Second Quarter Financial Results; EMA reported second-quarter adjusted net income of C$0.79 per share, marking a 49% year-over-year increase and surpassing analyst expectations by C$0.14. Looking ahead, the company reaffirmed its targets of 5% to 7% average annual adjusted EPS growth through 2027 and 7% to 8% projected rate base growth through 2029.

• Algonquin Power & Utilities Corp. (AQN) Announces 2025 Second Quarter Financial Results; AQN reported second-quarter Non-GAAP EPS of $0.04, unchanged from the same period last year and in line with analyst expectations. Revenue declined 11.8% year-over-year to $692.4 million, but still came in above analyst estimates of $651 million.

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: Marsh & McLennan (MMC) by Jason Fieber at Daily Trade Alert
• We’re looking for U.S. ETFs on the Sunday Reads by Dale Roberts at Cut the Crap Investing
• Twenty Dividend Growth Companies Rewarding Owners With Raises Last Week by Dividend Growth Investor
• 10 Best Dividend Stocks You’ve Never Heard Of by Bob Ciura at Sure Dividend
• Caterpillar Just Became A Data Center Monster - But No One's Noticing by Leo Nelissen at Seeking Alpha
• Chevron’s Outlook Points To Stronger Future Returns by Charles Fournier at Financial Freedom Is A Journey
• The 6 Highest-Yielding Stocks With Ultra-Safe Dividends by Bob Ciura at Sure Dividend
• Essential Utilities: Buy Now After The Dividend Boost by Brad Thomas at Seeking Alpha
• From the Oil Patch to Your Portfolio: Canada’s Most Compelling Energy Stocks by Dan Kent at Stocktrades Canada
• Is Ares Capital's 8.5%-Yielding Dividend Sustainable? by Samuel Smith at Seeking Alpha
• Canadian Bank Stocks Are Built for Steady, Long-Term Growth and Returns by Dan Kent at Stocktrades Canada
• Built for Small-Town Dominance by DivGuy at Dividend Monk
• Dividend Growth Investing vs. The Market – Who Wins? (Part 2) by Mike at The Dividend Guy Blog
• The Near-Perfect 7% Income Portfolio: My Blueprint For Financial Freedom by Leo Nelissen at Seeking Alpha
• Selling my U.S. Stocks by Mark at My Own Advisor
• Nucor Corporation (NUE) Dividend Stock Analysis by D4L at Dividend Growth Stocks

Thanks for stopping by!

Week in Review 31/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Essential Utilities, Inc. (WTRG)

 

Wednesday, July 30st the Board of Directors of Essential Utilities, Inc. (WTRG) announced a quarterly dividend increase of from $0.3255 to $0.3426 per share, that’s payable September 2, 2025 to holders of record August 12, 2025. This represents a 5.25% increase over the last quarterly dividend.

Essential Utilities has paid consecutive quarterly cash dividends for 80 years and has increased the dividend 35 times in the last 34 years.

At the current price of $36.80 (yesterday's close), this increase will raise WTRG's dividend yield to 3.72%.

Dividend Income - June 2025

 

June has come and gone in the blink of an eye—and with July nearly behind us, it’s hard to believe how quickly time flies. That said, it’s time to report my portfolio’s dividend income for June!

Week in Review 30/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Union Pacific Corporation (UNP)

 

Wednesday, July 16st the Board of Directors of Union Pacific Corporation (UNP) announced a quarterly dividend increase of from $1.34 to $1.38 per share, that’s payable September 30, 2025 to holders of record August 29, 2025. This represents a 2.99% increase over the last quarterly dividend.

“Union Pacific continues to drive strong and growing cash returns for our shareholders,” said Jennifer Hamann, executive vice president and chief financial officer. “Today’s action delivers on that commitment and marks our 19th consecutive year of increased annual dividends per share.”

At the current price of $229.24 (yesterday's close), this increase will raise UNP's dividend yield to 2.41%.

Week in Review 29/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Duke Energy Corporation (DUK)

 

Tuesday, July 15th the Board of Directors of Duke Energy Corporation (DUK) announced a quarterly dividend increase of from $1.045 to $1.065 per share, that’s payable September 16, 2025 to holders of record August 15, 2025. This represents a 1.91% increase over the last quarterly dividend.

Duke Energy has paid a cash dividend on its common stock for 99 consecutive years.

At the current price of $117.46 (yesterday's close), this increase will raise DUK's dividend yield to 3.63%.

Dividend Increase - NNN REIT, Inc. (NNN)

 

Tuesday, July 15st the Board of Directors of NNN REIT, Inc. (NNN) announced a quarterly dividend increase of from $0.58 to $0.60 per share, that’s payable August 15, 2025 to holders of record July 31, 2025. This represents a 3.45% increase over the last quarterly dividend.

Steve Horn, Chief Executive Officer, commented: “Operating with a long-term perspective has positioned NNN to increase its annual dividend for the 36th consecutive year. Our consistent growth reflects the strength of our disciplined capital allocation strategy, supported by our solid and flexible balance sheet.”

At the current price of $42.89 (yesterday's close), this increase will raise NNN's dividend yield to 5.60%.

Week in Review 28/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Week in Review 27/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Bank OZK (OZK)

Tuesday, July 1st the Board of Directors of Bank OZK (OZK) announced a quarterly dividend increase of from $0.43 to $0.44 per share, that’s payable July 18, 2025 to holders of record July 11, 2025. This represents a 2.33% increase over the last quarterly dividend.

This is a 10.0% increase over the dividend paid during the same time last year, Bank OZK raise dividends every quarter and have raised quarterly dividends for 60 quarters in a row.

At the current price of $49.35 (today's open), this increase will raise OZK's dividend yield to 3.57%.

Week in Review 26/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Income - May 2025

 

The month has passed again, Midsummer is also behind us, and we are slowly moving towards autumn. It’s time to take a look at how my portfolio performed in terms of passive income.

Week in Review 25/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Week in Review 24/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Target Corporation (TGT)

 

Yesterday, June 12th the Board of Directors of Target Corporation (TGT) announced a quarterly dividend increase of from $1.12 to $1.14 per share, that’s payable September 1, 2025 to holders of record August 13, 2025. This represents a 1.79% increase over the last quarterly dividend.

With the increase announced, 2025 is on track to be the 54th consecutive year in which Target has increased its annual dividend.

At the current price of $98.00 (today's open), this increase will raise TGT's dividend yield to 4.65%.

Week in Review 23/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Royal Bank of Canada (RY)

 

On Thursday, May 30th, the Board of Directors of Royal Bank of Canada (RY) announced a quarterly dividend increase from C$1.48 to C$1.54 per share, representing a 4.05% rise. The dividend is payable on August 22, 2025, to shareholders of record as of July 24, 2025.

This marks the second dividend increase in the past 12 months. In December 2024, RY raised its quarterly dividend from C$1.42 to C$1.48, a 4.23% increase. Combined, these two hikes bring the total annual dividend growth to 8.45%.

At the current price of C$175.16 (yesterday's close), this increase will raise RY's dividend yield to 3.52%.

Week in Review 22/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - LyondellBasell Industries N.V. (LYB)

On Friday, May 23rd the Board of Directors of LyondellBasell Industries N.V. (LYB) announced a quarterly dividend increase of from $1.34 to $1.37 per share, that’s payable June 9, 2025 to holders of record June 2, 2025. This represents a 2.24% increase over the last quarterly dividend.

“LYB continues to reward shareholders with a strong and growing dividend in 2025, which will mark 15 consecutive years of dividend increases,” said CEO Peter Vanacker. “The growth of our dividend reaffirms confidence in our disciplined capital deployment, our value-driven strategy and our capability to navigate the cycle during these challenging times.”

At the current price of $57.07 (yesterday's close), this increase will raise LYB's dividend yield to 9.60%.

Dividend Increase - Unum Group (UNM)

 

On Thursday, May 22nd the Board of Directors of Unum Group (UNM) announced a quarterly dividend increase of from $0.42 to $0.46 per share. This 9.52% raise will take effect with the dividend expected to be paid in the third quarter of 2025.

At the current price of $79.87 (Friday's close), this increase will raise UNM's dividend yield to 2.30%.

Week in Review 21/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.

Dividend Increase - Flowers Foods, Inc. (FLO)

 

On Thursday, May 22nd the Board of Directors of Flowers Foods, Inc. (FLO) announced a quarterly dividend increase of from $0.24 to $0.2475 per share, that’s payable June 19, 2025 to holders of record June 5, 2025. This represents a 3.13% increase over the last quarterly dividend.

“Flowers has an admirable track record of dividend increases driven by the company’s solid cash flow generation,” said Ryals McMullian, chairman and CEO of Flowers Foods. “Today’s announcement reflects the board’s confidence in Flowers’ strategy and ability to enhance shareholder value over time.”

At the current price of $16.59 (yesterday's close), this increase will raise FLO's dividend yield to 5.97%.

Dividend Income - April 2025

 

The fourth month of the year is over, May is also past the halfway point and summer starts in a few weeks. In April 2025, the dividend yields of my portfolio were as follows:

Week in Review 20/25

 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.