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:
September 15, 2025
- €30.36 – Unilever PLC (AMS:UNA)
- €25.02 – NextEra Energy, Inc. (NEE)
- €15.53 – Avista Corporation (AVA)
- €18.63 – Viatris Inc. (VTRS)
- €13.03 – The Hershey Company (HSY)
- €25.21 – Main Street Capital Corporation (MAIN)
- €32.60 – Realty Income Corporation (O)
September 16, 2025
- €23.56 – Duke Energy Corporation (DUK)
- €22.27 – McDonald's Corporation (MCD)
September 18, 2025
- €10.40 – BW LPG Limited (BWLP)
- €21.69 – The Home Depot, Inc. (HD)
Week 38: Total net dividends €238.31
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
September 15, 2025
- L3Harris Technologies, Inc. (LHX) Receives Multi-Year Javelin Solid Rocket Motor Contract; LHX has received a contract valued up to $292 million to continue its role producing propulsion for the Javelin weapon system. The award is the largest propulsion production contract received to date for the Javelin program, representing a production extension for five years.
- Magna International Inc. (MGA) Awarded Vehicle Assembly Business with Chinese OEM XPENG; MGA has announced that XPENG, a Chinese smart electric vehicle manufacturer, has selected the company to assemble two new models for the European market. Serial production of these new smart electric vehicles will begin in Q3 2025, marking the start of a long-term collaboration for future models.
September 16, 2025
- Lockheed Martin Corporation's (LMT) Aeronautics was awarded a $211.3 million cost-plus-fixed-fee, firm-fixed-price, and indefinite-delivery/indefinite-quantity contract action for technical and engineering services for the C-5M Super Galaxy fleet.
- RTX Corporation's (RTX) Pratt and Whitney Military Engines is awarded a $670.22 million modification to a previously awarded firm-fixed-price, cost-plus-fixed-fee, indefinite-delivery/indefinite-quantity contract.
September 17, 2025
- General Mills, Inc. (GIS) Reports Fiscal 2026 First-quarter Results and Reaffirms Full-year Outlook; GIS reported Q1 non-GAAP EPS of $0.86, down 20% year-over-year but $0.04 above analyst expectations. Revenue declined 7.0% to $4.5 billion, falling short of estimates by $20 million. Management reaffirmed its full-year fiscal 2026 outlook, expecting organic net sales to range between -1% and +1%, with adjusted operating profit and adjusted diluted EPS projected to decline 10% to 15% in constant currency.
September 18, 2025
- Texas Instruments Incorporated (TXN) Increases Quarterly Dividend; TXN announced a 4.4% increase in its quarterly cash dividend, raising it from $1.36 to $1.42 per share, or $5.68 annualized. The dividend will be payable on November 12, 2025, to shareholders of record as of October 31, 2025, subject to formal declaration by the board of directors at its regular October meeting. This marks the company’s 22nd consecutive year of dividend increases.
- RTX Corporation (RTX) awarded a $216.38 million cost-plus-fixed-fee completion contract modification to a previously awarded contract for the procurement and development of special tooling and special test equipment to increase production capacity of the Standard Missile 6 (SM-6) All Up Round. RTX also awarded a $219.88 million for a firm-fixed ceiling-priced delivery order under a previously awarded performance-based contract for the fulfillment of 1,719 requirements of 62 parts used on the MK99 fire control system, and the Army Navy Joint Electronics Type Designation Systems Water/Surface Ship, Radar, Surveillance and Control Transmitter Group.
- Capital Power Corporation (TSE:CPX) executes new contract for Midland Cogeneration Venture with Consumers Energy; CPX announced the successful execution of a new long-term contract with improved economic terms for Midland Cogeneration Venture (“MCV”) with Consumers Energy, extending to 2040 and providing 10 years of incremental contracted revenue.
September 19, 2025
- Philip Morris International Inc. (PM) Increases Quarterly Dividend; The Board of Directors of PM has increased the company’s regular quarterly dividend by 8.9% to an annualized rate of $5.88 per share. The new quarterly dividend of $1.47 per share, up from $1.35 per share, is payable on October 20, 2025, to shareholders of record as of October 3, 2025. The ex-dividend date is October 3, 2025.
- W. P. Carey Inc. (WPC) Increases Quarterly Dividend; WPC reported that its Board of Directors increased its quarterly cash dividend to $0.910 per share, equivalent to an annualized dividend rate of $3.64 per share. The dividend is payable on October 15, 2025 to stockholders of record as of September 30, 2025.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: FactSet Research (FDS) by Jason Fieber at Daily Trade Alert
- Can you retire on one million dollars in Canada? Plus, the Sunday Reads by Dale Roberts at Cut the Crap Investing
- Six Dividend Growth Stocks Raising Dividends Last Week by Dividend Growth Investor
- Philip Morris: Smoking Hot Upward Trend Should Continue by Dividend Appreciator at Seeking Alpha
- Q&A with Mark from My Own Advisor – Reaching FIWOOT by Bob at Tawcan
- 10 Quality High Yield In Rose's Income Garden Portfolio: 5 Winners To Buy by RoseNose at Seeking Alpha
- 10 Best Value Stocks For High Total Returns by Bob Ciura at Sure Dividend
- Was National Bank’s Soft Quarter a Warning Sign, or a Buying Opportunity? by Dan Kent at Stocktrades Canada
- Before You Invest Another Penny, Check Out These 2 Dividend Gems by Leo Nelissen at Seeking Alpha
- Why I Ignore Morningstar’s Review (What I Do Instead) [Podcast] by Mike at The Dividend Guy Blog
- Exxon Mobil Corporation (XOM) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- JPMorgan Chase: 7.1% Dividend Raise + Reasonable Valuation = Long-Term Dividend Compounder by The Dividend Collectuh at Seeking Alpha
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