Sunday, February 23, 2025

Week in Review 8/25



 

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:



February 17, 2025


  • €93.28 – AbbVie Inc. (ABBV)
  • €27.55 – Main Street Capital Corporation (MAIN)
  • €35.66 – Realty Income Corporation (O)
  • €87.84 – Emera Incorporated (TSE:EMA)


February 18, 2025


  • €51.13 – Kinder Morgan, Inc. (KMI)
  • €17.88 – The Procter & Gamble Company (PG)
  • €51.13 – Omega Healthcare Investors, Inc. (OHI)


Week 8: Total net dividends €364.23


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



Portfolio Holdings News:


February 18, 2025


  • The Hershey Company (HSY) Reaffirms Earnings Outlook for 2025; HSY reaffirms its full-year 2025 financial expectations for net sales and earnings per share-diluted previously provided in its February 6, 2025, earnings release. Net sales growth at least 2% and adjusted earnings per share growth down mid-30% range.


  • Unum Group (UNM) Authorizes $1 Billion Share Repurchase Program; UNM announced that its board of directors has approved a share repurchase program authorizing the company to repurchase up to $1 billion of its common stock from time to time beginning on April 1, 2025. The board of directors also authorized the termination of the company’s current share repurchase program as of March 31, 2025, with any unused amount under that program expiring as of that date.


February 19, 2025



  • Realty Income Corporation (O) Announces Common Stock Dividend Increase; O announced it has declared an increase in the company's common stock monthly cash dividend to $0.268 per share from $0.264 per share. The dividend is payable on March 14, 2025, to stockholders of record as of March 3, 2025. This is the 129th dividend increase since Realty Income's listing on the NYSE in 1994.


  • Nutrien Ltd. (NTR) Reports Fourth Quarter and Full-Year 2024 Results; NTR reports fourth quarter Non-GAAP EPS of $0.31 down 16% versus prior year and $0.05 below of estimates. Revenue of $5.08 billion was in line with analyst estimates and decreased 10.2% versus the same quarter last year. NTR board approved a share repurchase program covering up to 5% of the company's outstanding common shares.


  • Nutrien Ltd. (NTR) Increases Quarterly Dividend; NTR announced today that its Board of Directors declared a quarterly dividend of US$0.545 per share payable on April 10, 2025 to shareholders of record on March 31, 2025. This represents an approximately one percent increase from the prior dividend declared on November 6, 2024 and equates to an annualized dividend of US$2.18 per share.


  • Manulife Financial Corporation (TSE:MFC) Reports Full Year and Fourth Quarter 2024 Results; MFC reports Q4 core EPS of C$1.03, topping the C$0.94 consensus, rose from C$1.00 in the prior quarter and C$0.92 in Q4 2023. APE sales rose 42% to C$2.25 billion in the quarter, compared with C$1.55 billion last year. Adjusted book value per common share climbed to C$37.02 from C$34.97 in Q3 and C$32.19 a year ago. Global WAM net inflows of $1.2 billion in 4Q24, increased $2.5 billion compared with net outflows of $1.3 billion in 4Q23.


  • Manulife Financial Corporation (MFC) Increases Quarterly Dividend; MFC’s Board of Directors announced an increase of 10.0% or 4 cents per share to its quarterly common shareholders’ dividend resulting in a dividend of $0.44 per share on the common shares of Manulife, payable on and after March 19, 2025, to shareholders of record at the close of business on March 5, 2025.


February 20, 2025


  • NN Group N.V. (AMS:NN) Reports FY24 Results; NN reports operating result €2,574 million, compared €2,528 million in 2023. Operating capital generation rose 1.1% to €1.92 billion in 2024, above the consensus of €1.89 billion. Solvency II ratio was 194% at the end of December, compared with the 185% expected by analysts. Management reaffirmed the €1.6 billion free cash flow target for 2025, supported by robust performance across segments. 2024 final dividend proposal of €2.16 per share, bringing the full-year 2024 dividend to €3.44 per share, up 8% on 2023. Annual EUR 300 million share buyback programme announced.


  • The Coca-Cola Company (KO)Approves 63rd Consecutive Annual Dividend Increase; The Board of Directors of KO approved the company’s 63rd consecutive annual dividend increase, raising the quarterly dividend approximately 5.2% from 48.5 cents to 51 cents per common share. The quarterly dividend is equivalent to an annual dividend of $2.04 per share, up from $1.94 per share in 2024. The first quarter dividend is payable April 1 to shareowners of record as of March 14.


February 21, 2025


  • NCC AB (NCC) and LKAB sign partnering agreement for new sorting plant in Gällivare; NCC and LKAB have entered into an additional partnering agreement for a development project in the Swedish Ore Fields (Malmfälten). The agreement relates to the construction of a new sorting plant at LKAB’s facility in Vitåfors, Gällivare. In the initial phase of the project, the parties will conduct planning and engineering work.


  • ConocoPhillips (COP) Announces Agreement to Sell Interest in Ursa and Europa Fields; COP announced it has entered into an agreement to sell its interests in the Ursa and Europa Fields and Ursa Oil Pipeline Company LLC to Shell Offshore Inc. and Shell Pipeline Company LP, subsidiaries of Shell plc, for $735 million subject to customary closing adjustments. The transaction also includes an overriding royalty interest in the Ursa Field. Proceeds from this transaction will be used for general corporate purposes.


  • Emera Incorporated (TSE:EMA) Reports 2024 Fourth Quarter and Annual Financial Results; EMA reported Q4 Non-GAAP EPS of C$0.84, up 33% versus prior yea and C$0.08 above estimates. Reported a lower net income of 154 million Canadian dollars, or C$0.52 a share, down from C$289 million, or C$1.04 a share, in the comparable quarter a year earlier. Management maintains its targeted 5%-to-7% average adjusted EPS growth through 2027 and still expects to deliver on its C$20 billion five-year capital plan to drive a 7%-to-8% rate base growth.



Articles that caught my attention:




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