Sunday, November 23, 2025

Week in Review 47/25



 

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:



November 17, 2025


  • €46.79 – Kinder Morgan, Inc. (KMI)
  • €16.93 – The Procter & Gamble Company (PG)
  • €83.92 – AbbVie Inc. (ABBV)
  • €25.28 – Main Street Capital Corporation (MAIN)
  • €79.31 – Omega Healthcare Investors, Inc. (OHI)
  • €13.43 – NNN REIT, Inc. (NNN)
  • €32.75 – Realty Income Corporation (O)
  • €46.97 – Emera Incorporated (TSE:EMA)



Week 47: Total net dividends €345.38



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



My Portfolio's Transactions:



November 17, 2025


  • I purchased 8 shares of Union Pacific Corporation (UNP) at $222.25 per share plus commission.


At today's exchange rate, that purchase 8 shares of UNP will increase €28.51 of my expected annual net dividend income. Following this acquisition, the portfolio now contains a total of 30 Union Pacific Corporation shares at an average purchase price of $177.56 and yield on cost is 3.11%. After this acquisition, UNP ’s weight of my portfolio is about 0.77% and its share of future annual dividend income is approximately 0.46%.



Portfolio Holdings News:



November 17, 2025


  • Johnson & Johnson (JNJ) Set to Revolutionize the Treatment of Cancer With the Acquisition of Halda Therapeutics; JNJ announced that it has entered into a definitive agreement to acquire Halda Therapeutics OpCo, Inc., a clinical-stage biotechnology company with a proprietary Regulated Induced Proximity TArgeting Chimera (RIPTAC™) platform to develop oral, targeted therapies for multiple types of solid tumors, including prostate cancer, for $3.05 billion in cash. The transaction is expected to close within the next few months, subject to antitrust clearance and other customary closing conditions.


  • General Dynamics Corporation (GD) has been awarded a $2.28B modification to a previously awarded U.S. Navy contract for additional advance procurement and advance construction of Columbia-class fleet ballistic missile submarine hulls.


  • RTX Corporation (RTX) has been awarded a $698.95M U.S. Army contract for the procurement of National Advanced Surface to Air Missile System fire units.


November 18, 2025



  • The Home Depot, Inc. (HD) Announces Third Quarter Fiscal 2025 Results; HD reported third-quarter non-GAAP EPS of $3.74, down 1.06% year-over-year and $0.09 below analyst expectations. Revenue came in at $41.35 billion, exceeding estimates by $230 million and representing a 2.8% increase from the same quarter last year. For fiscal 2025, management expects total sales growth of approximately 3.0% and projects adjusted diluted EPS to decline about 5.0% from the $15.24 reported in fiscal 2024.


November 19, 2025


  • Kesko Corporation (KESKO) Optimises Property Holdings by Selling Ten Grocery Store Properties; KESKO continues the strategic development of its store network by selling ten grocery store properties for approximately €59 million to Sweden’s Prisma Properties AB and entering into long-term lease agreements for them. The divestment supports Kesko’s objective of focusing its store site investments in areas with the strongest consumer demand and population growth. The divested portfolio comprises nine properties and one property company.


  • Target Corporation (TGT) Reports Third Quarter Earnings; TGT reported third-quarter Non-GAAP EPS of $1.78, down 3.78% year-over-year but $0.07 above analyst expectations. Revenue came in at $25.3 billion, a 1.4% decline from the same quarter last year and broadly in line with estimates. Management now expects full-year adjusted EPS—which excludes gains from first-quarter litigation settlements and third-quarter severance and asset-related charges—to come in around $7.00 to $8.00.


  • Metro Inc. (TSE:MRU) Reports 2025 Fourth Quarter Results; MRU reported fourth-quarter results, with non-GAAP earnings per share of C$1.13—up 10.8% year over year and C$0.04 ahead of analyst expectations. Revenue increased 3.4% year-over-year to C$5.11 billion, coming in just below the consensus estimate of C$5.12 billion.


November 20, 2025


  • Tietoevry Corporation (TIETO) Updates Its Full-Year Outlook; TIETO’s cost optimization programme, targeting EUR 115 million in run-rate savings by the end of 2026, is progressing well. The contribution to operating profit in 2025 is higher than anticipated and consequently, the company upgrades its profitability outlook for the full year. TIETO now guides organic growth -2% to -1% (previous -2% to 0%) and adjusted EBITA 13.3–13.8% (previous 12.7–13.3%).


  • UGI Corporation (UGI) Reports Fiscal 2025 Results; UGI reported FY 2025 Non-GAAP EPS of $3.32, an 8.5% year-over-year increase and $0.14 above analyst expectations. Revenue rose 1.1% to $7.29 billion but missed estimates by $120 million. Management issued adjusted EPS guidance of $2.90 to $3.15 per diluted share for fiscal 2026, assuming normal weather conditions and the current tax regime.


November 21, 2025




Articles that caught my attention:





Thanks for stopping by!


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