Sunday, May 25, 2025

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.



Received Dividends:



May 19, 2025


  • €48.14 – Emera Incorporated (TSE:EMA)


May 20, 2025


  • €49.21 – Tele2 AB (TEL2.ST)


Week 21: Total net dividends €97.35


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



Portfolio Holdings News:



May 19, 2025


  • Kimberly-Clark Corporation (KMB) to Transfer U.S. Stock Exchange Listing to Nasdaq; KMB announced today that it will voluntarily transfer its U.S. stock exchange listing to the Nasdaq Global Select Market ("Nasdaq") from the New York Stock Exchange ("NYSE"). Kimberly-Clark expects that its common stock will cease trading on the NYSE at market close on Thursday, May 29, 2025, and will commence trading on Nasdaq on Friday, May 30, 2025.


  • Pfizer Inc. (PFE) Enters into Exclusive Licensing Agreement with 3SBio; PFE has signed an exclusive global licensing deal with China’s 3SBio for the development of its cancer drug candidate, SSGJ-707. 3SBio will receive an upfront payment of $1.25B and is eligible to receive milestone payments associated with certain development, regulatory and commercial milestones up to $4.8B as well as tiered double-digit royalties on sales of SSGJ-707, if approved.


May 20, 2025


  • BW LPG Limited (BWLP) Reports Financial Results for Q1 2025; BWLP reported first-quarter earnings of $0.30 per diluted share, down significantly from $1.07 in the same quarter last year, but still $0.02 ahead of analyst expectations. Revenue came in at $158.7 million, a 15% decline year-over-year from $186.5 million, yet it exceeded estimates by $4.2 million. On March 31, 2025, the company signed a memorandum of agreement with BW India to sell two VLGCs (Very Large Gas Carriers) for approximately $75.0 million per vessel. Delivery of these vessels is expected to occur in Q3 2025.


  • The Home Depot, Inc. (HD) Announces First Quarter Fiscal 2025 Results; HD reported first-quarter non-GAAP EPS of $3.56, reflecting a 3.0% year-over-year decline and falling $0.03 short of analyst expectations. Revenue for the quarter came in at $39.86 billion, exceeding estimates by $610 million and marking a 9.5% increase compared to the same period last year. Management reaffirmed its fiscal 2025 outlook, expecting total sales growth of approximately 2.8% and adjusted diluted earnings per share to decline by around 2% from the fiscal 2024 figure of $15.24.


  • General Dynamics Corporation (GD) has been awarded a $198.96M U.S. Navy contract action for maintenance, modernization, and repair of USS America.


May 21, 2025



  • Target Corporation (TGT) Reports First Quarter Earnings; TGT reported first-quarter non-GAAP EPS of $1.30, representing a 36% year-over-year decline and missing analyst expectations by $0.35. Revenue for the quarter totaled $23.8 billion, falling short of estimates by $550 million and down 3.0% compared to the same period last year. For fiscal 2025, management now expects a low-single-digit decline in sales. Adjusted EPS—excluding gains from litigation settlements in Q1—is projected to range between $7.00 and $9.00.


  • RTX Corporation (RTX) has been awarded a $379.78M U.S. Air Force contract modification for global positioning system support.


May 22, 2025


  • Flowers Foods, Inc. (FLO) Increases Quarterly Dividend; FLO announced that its board of directors has declared a quarterly dividend of $0.2475 per share, an increase of 3.1% over the same quarter last year. This is the 91st consecutive quarterly dividend paid by the company and is payable on June 19, 2025, to shareholders of record on June 5, 2025.


  • Unum Group’s (UNM) Board of Directors Votes to Increase Common Stock Dividend; UNM announced that its board of directors has authorized an increase of approximately 10 percent in the quarterly dividend paid on its common stock. The new rate of 46 cents per common share, or $1.84 per share on an annual basis, will be effective with the dividend expected to be paid in the third quarter of 2025.


  • Main Street Capital Corporation (MAIN) Announces New Portfolio Investment; MAIN announced the recent completion of a new portfolio investment to support the minority recapitalization of Doral Corporation. In partnership with Doral’s existing owner, MAIN provided $42.5 million in total financing, comprising a combination of first-lien, senior secured term debt and a direct equity investment.

  • The Toronto-Dominion Bank (TD) Reports Second Quarter 2025 Results; TD reported second-quarter non-GAAP EPS of C$1.97, down 3.4% year-over-year but exceeding analyst expectations by C$0.19. Revenue rose 9.6% to C$15.14 billion, surpassing estimates by C$1.69 billion. The bank’s Common Equity Tier 1 (CET1) capital ratio improved significantly, reaching 14.9% at the end of the quarter, up from 13.1% in the previous quarter. Provisions for credit losses (PCL) totaled C$1.34 billion, an increase of C$129 million from the prior quarter and C$270 million higher than the same period last year.



May 23, 2025





Articles that caught my attention:





Thanks for stopping by!


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