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:
April 14, 2025
- €183.27 – Orion Corporation (ORION)
- €152.73 – Aktia Pankki Oyj (AKTIA)
- €24.90 – Best Buy Co., Inc. (BBY)
April 15, 2025
- €23.19 – Cardinal Health, Inc. (CAH)
- €25.49 – Main Street Capital Corporation (MAIN)
- €40.99 – W. P. Carey Inc. (WPC)
- €33.56 – Realty Income Corporation (O)
April 16, 2025
- €117.10 – Telia Company (TELIA)
- €27.71 – Algonquin Power & Utilities Corp. (AQN)
April 17, 2025
- €11.15 – South Bow Corporation (SOBO)
Week 16: Total net dividends €640.09
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
April 14, 2025
- Kesko Corporation’s (KESKO) sales in March; KESKO’s sales increased by 4.7% in March, or by 3.9% in comparable terms.
April 15, 2025
- Johnson & Johnson (JNJ) Reports Q1 2025 Results; JNJ reported Q1 Non-GAAP EPS of $2.77, reflecting a 2.2% increase year-over-year and exceeding analyst expectations by $0.19. Revenue rose 2.3% to $21.9 billion, beating estimates by $330 million. For the full year 2025, Management projects operational sales growth of 3.3% to 4.3%, with a midpoint of $92 billion. Adjusted EPS guidance at $10.50–$10.70.
- Johnson & Johnson (JNJ) Announces Dividend Increase; JNJ announced that its Board of Directors has declared a 4.8% increase in the quarterly dividend, from $1.24 per share to $1.30 per share. The quarterly dividend is payable on June 10, 2025 to shareholders of record at the close of business on May 27, 2025.
April 16, 2025
- Nordea Bank Abp (NDA) First-quarter results 2025; NDA reported first-quarter EPS of €0.35, down 7.9% compared to the same period last year, but €0.03 above analyst estimates. Revenue came in at €2,974 million, beating expectations by €58 million, though it marked a 3.6% decline year-over-year. At the end of Q1, NDA’s CET1 ratio stood at 15.7%, representing a 63 basis point decrease from the previous quarter.
- Kinder Morgan, Inc. (KMI) Reports First Quarter 2025 Financial Results; KMI reported first-quarter Non-GAAP EPS of $0.34, matching the result from the same period last year but falling $0.02 short of analyst expectations. Revenue came in at $4.24 billion, exceeding estimates by $210 million and reflecting a 10.4% year-over-year increase. For full-year 2025, Management has budgeted net income attributable to KMI of $2.8 billion, representing an 8% increase compared to 2024. Adjusted EPS is projected at $1.27, up 10% year-over-year.
- Kinder Morgan, Inc. (KMI) Announces Dividend Increase; KMI's board of directors today approved a cash dividend of $0.2925 per share for the first quarter ($1.17 annualized), payable on May 15, 2025 to stockholders of record as of the close of business on April 30, 2025. This dividend is a 1.7% increase over the first quarter of 2024.
- Bank OZK (OZK) Announces First Quarter 2025 Earnings; OZK reported first-quarter GAAP EPS of $1.47, down 2.6% year-over-year, but $0.03 above analyst expectations. Revenue increased 0.8% to $409.23 million, exceeding estimates by $6.42 million. Provision for credit losses totaled $38.4M for Q1, up from $37.2M in Q4 and down from $42.9M in Q1 2024. As of March 31, 2025, book value per common share stood at $48.29, an increase of $4.85 compared to the same date in 2024.
- Main Street Capital Corporation (MAIN) Announces Preliminary Estimate of First Quarter 2025 Operating Results; MAIN’s preliminary estimate of net asset value as of March 31, 2025 is $32.00 to $32.06, representing an increase of 1.1% to 1.3% from $31.65 as of December 31, 2024. Q1 net investment income is estimated in the range of $1.00 to $1.02 per share, while distributable net investment income is projected between $1.06 and $1.08 a share.
- Metro Inc. (TSE:MRU ) Reports 2025 Second Quarter Results; MRU reported second-quarter EPS of C$1.02, marking a 12.1% increase compared to the same quarter last year and in line with analyst expectations. Revenue increased 5.5% to C$4.91 billion, beating estimates by C$50 million.
April 17, 2025
- Ally Financial Inc. (ALLY) Reports First Quarter 2025 Financial Results; ALLY reported Q1 Non-GAAP EPS of $0.58, representing a 41.5% increase year-over-year and beating analyst expectations by $0.16. However, revenue came in at $1.54 billion, missing estimates by $430 million and declining 22.6% compared to the same quarter last year. At the end of the quarter, ALLY’s Common Equity Tier 1 (CET1) capital ratio stood at 9.5%.
April 18, 2025
- The Toronto-Dominion Bank (TD) Comments on Expected Impact of the Charles Schwab Corporation's First Quarter Earnings; TD announced that it expects The Charles Schwab Corporation's ("Schwab") first quarter earnings to translate into approximately C$74 million of reported equity in net income of an investment in Schwab for the Bank's fiscal 2025 second quarter.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: State Street (STT) by Jason Fieber at Daily Trade Alert
- Low volatility outperforms in Canada, again. Plus the Sunday Reads by Dale Roberts at Cut the Crap Investing
- Very Bad News For Realty Income by Jussi Askola, CFA at Seeking Alpha
- 2025 Canadian Dividend Aristocrats: Analysis, Performance, and Insights by Prakash Kolli at Dividend Power
- Which of These Telecom Giants Stand Out for the Long Run by Dan Kent at Stocktrades
- PepsiCo's Valuation Hasn't Been This Low In A Decade - Time To Buy by Millennial Dividends Millennial Dividends
- This Isn’t Exciting—It’s Exactly the Point by DivGuy at Dividend Monk
- The Elephant in the Room–March Dividend Income Report by Mark at The Dividend Guy Blog
- If I Retired Today, These 3 Dividend Stocks Would Be My Paycheck by Leo Nelissen at Seeking Alpha
- Building Your First Portfolio? Every Beginner Should Know These Stocks by Dan Kent at Stocktrades
- My Retirement Strategy by Dividend Growth Investor
- Abbott Laboratories (ABT) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Alimentation Couche-Tard: A Growing Profit Powerhouse Delivering Strong Cash Flows by The Value Corner at Seeking Alpha
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