Sunday, June 29, 2025

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.



Received Dividends:



June 23, 2025


  • €17.33 – Dominion Energy, Inc. (D)
  • €3.72 – Kontoor Brands, Inc. (KTB)
  • €69.79 – Manulife Financial Corporation (MFC)


June 26, 2025


  • €14.18 – QUALCOMM Incorporated (QCOM)


June 27, 2025


  • €25.35 – The Kraft Heinz Company (KHC)
  • €20.02 – Gilead Sciences, Inc. (GILD)
  • €41.85 – Lockheed Martin Corporation (LMT)


Week 26: Total net dividends €192.23


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



Portfolio Holdings News:



June 23, 2025



  • General Dynamics Corporation (GD) has been awarded a $621.06M U.S. Army modification to contract for SGT Stout systems, parts, services, and support.


June 24, 2025



June 25, 2025


  • NCC AB (NCC) completes Floravägen retirement home in Fagersta; NCC has been commissioned by Fagersta Municipality and Norra Västmanlands kommunalteknikförbund (NVK) to complete the construction of the Floravägen retirement home in Fagersta. The project comprises a retirement home with 100 residential suites, a kitchen, cafeteria and common rooms as well as earthworks and a civil defense shelter. The project is a turnkey contract in partnering form with an order value of approximately SEK 160 million.


  • General Mills, Inc. (GIS) Reports Fiscal 2025 Fourth-quarter and Full-year Results and Provides Fiscal 2026 Outlook; GIS reported fourth-quarter Non-GAAP earnings per share of $0.74, representing a 27% decline year-over-year, though it still beat analyst expectations by $0.03. Revenue for the quarter fell 3.2% to $4.56 billion, falling short of estimates by $40 million. For fiscal year 2026, management issued the following guidance: Organic net sales are expected to range from a 1% decline to a 1% increase. Adjusted diluted EPS is projected to decline by 10% to 15% in constant currency, based on the fiscal 2025 baseline EPS of $4.21.


  • General Mills, Inc. (GIS) Increased Quarterly Dividend; GIS board of directors declared a quarterly dividend of $0.61 per share, payable August 1, 2025, to shareholders of record July 10, 2025. This represents a 2 percent increase from the previous quarterly rate of $0.60 per share.


  • Lockheed Martin Corporation (LMT) has been awarded a $250M modification to a previously awarded U.S. Navy contract.


June 26, 2025


  • General Dynamics Corporation (GD) has been awarded a $1.85B modification to a previously awarded U.S. Navy contract for long lead time material and preliminary construction efforts associated with Virginia-class Block VI submarines.


June 27, 2025


  • RTX Corporation (RTX) has been awarded a $279.2M U.S. Army contract to provide functional management support for the land-based Phalanx Weapon System.



Articles that caught my attention:





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