Sunday, August 24, 2025

Week in Review 34/25



 

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 18, 2025


  • €83.63 – AbbVie Inc. (ABBV)
  • €25.20 – Main Street Capital Corporation (MAIN)
  • €13.40 – NNN REIT, Inc. (NNN)
  • €32.58 – Realty Income Corporation (O)
  • €46.97 – Emera Incorporated (TSE:EMA)


August 20, 2025


  • €51.41 – NN Group N.V. (AMS:NN)



Week 34: Total net dividends €253.18



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



Portfolio Holdings News:



August 18, 2025


  • Koninklijke Ahold Delhaize N.V. (AMS:AD) announces intended divestment of 87 stores in Romania; AD announced that it has reached an agreement for the divestment of 87 Romanian stores with local Romanian supermarket company Annabella, which has over 30 years of history of operating in the Romanian market. This divestment is in accordance with Ahold Delhaize’s post-closing obligations from the Romanian Competition Council (RCC), as announced on the 3rd of January 2025 following the acquisition of Profi.


  • Lockheed Martin Space, a unit of Lockheed Martin Corporation (LMT) has been awarded a $110.9 million contract by the U.S. Navy for the production and support of its Trident II (D5) missiles.


August 19, 2025


  • NCC AB (NCC) to expand Bålforsen waterworks; NCC has been commissioned by the energy company Uniper to expand the Bålforsen hydropower plant in Lycksele. The project encompasses the installation of a new turbine to increase the capacity and efficiency of the plant. The order value is approximately SEK 200 million.


  • The Home Depot, Inc. (HD) Announces Second Quarter Fiscal 2025 Results; HD reported second-quarter non-GAAP EPS of $4.68, a slight 0.2% increase year over year, though it fell short of analyst expectations by $0.01. Revenue came in at $45.28 billion, up 4.8% from the prior year and broadly in line with estimates. For fiscal 2025, management reaffirmed its outlook, projecting total sales growth of approximately 2.8% and expecting adjusted EPS to decline about 2% from fiscal 2024’s $15.24.


August 20, 2025


  • Target Corporation (TGT) Reports Second Quarter Earnings; TGT reported second-quarter non-GAAP earnings per share of $2.05, a 20.2% decrease year-over-year but $0.01 above analyst expectations. Revenue decreased 0.9% to $25.21 billion, beating estimates by $310 million. For fiscal 2025, management is maintaining its expectation of a low-single digit decline in sales, and GAAP EPS of $8.00 to $10.00. Adjusted EPS, which excludes the gains from litigation settlements in the first quarter, is expected to be approximately $7.00 to $9.00.


August 21, 2025


  • ConocoPhillips (COP) Further Expands LNG Business; COP announced it has signed a long-term sales and purchase agreement (SPA) to purchase 4 million tonnes per annum (MTPA) of liquefied natural gas (LNG) from the Port Arthur LNG Phase 2 project under development by Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), in Jefferson County, Texas.



  • Altria Group, Inc. (MO) Increases Quarterly Dividend; MO announced that our Board of Directors voted to increase our regular quarterly dividend by 3.9% to $1.06 per share versus the previous rate of $1.02 per share. The quarterly dividend is payable on October 10, 2025 to shareholders of record as of September 15, 2025. The ex-dividend date is September 15, 2025.



Articles that caught my attention:





Thanks for stopping by!


Posted by
Labels: , ,

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)