Sunday, August 17, 2025

Week in Review 33/25

 



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 11, 2025


  • €17.10 – Air Products and Chemicals, Inc. (APD)


August 12, 2025


  • €17.36 – Texas Instruments Incorporated (TXN)
  • €22.84 – Global X SuperDividend ETF (SDIV)


August 14, 2025


  • €45.86 – ONEOK, Inc. (OKE)


August 15, 2025


  • €46.46 – Kinder Morgan, Inc. (KMI)
  • €16.80 – The Procter & Gamble Company (PG)
  • €19.09 – Ally Financial Inc. (ALLY)
  • €58.55 – Unum Group (UNM)
  • €78.86 – Omega Healthcare Investors, Inc. (OHI)



Week 33: Total net dividends €322.94



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



Portfolio Holdings News:



August 12, 2025



  • RTX Corporation (RTX) has been awarded a $258.74M U.S. Navy contract for the engineering, manufacturing, and development of the Standard Missile 2 Block IIICU All Up Round.



  • Aflac Incorporated (AFL) Announces Increase in Shares Authorized for Repurchase; AFL announced that its Board of Directors has authorized the purchase of up to 100 million shares of its common stock. This authorization is in addition to the 30.9 million shares as of June 30, 2025, that remained under the November 8, 2022 authorization, bringing the total number of shares available for purchase to approximately 130.9 million.


August 13, 2025


  • Cisco Systems, Inc. (CSCO) Reports Fourth Quarter Earnings; CSCO reported fourth-quarter non-GAAP EPS of $0.99, representing a 14% year-over-year increase and beating analyst expectations by $0.01. Revenue for the quarter totaled $14.67 billion, surpassing estimates by $50 million and growing 7.6% compared to the same period last year. For fiscal year 2026, management is guiding for revenue between $59.0 billion and $60.0 billion, and non-GAAP EPS in the range of $4.00 to $4.06.


  • Lockheed Martin Corporation (LMT) has been awarded a $720.12M modification to a U.S. Army contract.


  • Metro Inc. (TSE:MRU) Reports 2025 Third Quarter Results; MRU reported Q3 adjusted earnings of C$1.52 per share for the quarter ended June 30, higher than the same quarter last year, when the company reported EPS of C$1.35. The mean expectation of eight analysts for the quarter was for earnings of C$1.53 per share. Revenue rose 3.3% to C$6.87 billion from a year ago, analysts expected C$6.92 billion.


August 14, 2025


  • Mandatum plc (MANTA) Q2 2025 Interim Report; MANTA reported Q2 2025 EPS of €0.06, missing estimates by €0.01 and down 50% year-over-year. Fee and commission income rose 26% to €18.5 million, slightly below the €18.6 million forecast. Client assets under management increased 11% to €14.4 billion from €13.0 billion a year earlier.


  • Kesko Corporation's (KESKO) sales in July; KESKO's sales rose 7.9% year-over-year in July, with growth across all divisions. Grocery trade sales increased 4.3% to €562.5 million, building and technical trade sales grew 6.7% to €371.3 million, and car trade sales surged 34.1% to €120.9 million.



  • Lockheed Martin Corporation (LMT) has been awarded a $4.23B modification to a U.S. Army contract for production of the Guided Multiple Launch Rocket System.


August 15, 2025


  • Flowers Foods, Inc. (FLO) Reports Second Quarter 2025 Results; FLO reported Q2 non-GAAP EPS of $0.30, down 16.7% year-over-year but $0.01 above expectations. Revenue rose 0.8% to $1.24 billion, missing estimates by $30 million. For FY2025, management projects revenue of $5.239–$5.308 billion (2.7%–4.0% growth) and lowered adjusted EPS guidance to $1.00–$1.10 from $1.05–$1.15.



Articles that caught my attention:





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