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:
December 15, 2025
- €25.10 – NextEra Energy, Inc. (NEE)
- €15.51 – Avista Corporation (AVA)
- €18.58 – Viatris Inc. (VTRS)
- €23.53 – McDonald's Corporation (MCD)
- €29.03 – Flowers Foods, Inc. (FLO)
- €13.01 – The Hershey Company (HSY)
- €25.00 – Main Street Capital Corporation (MAIN)
- €32.39 – Realty Income Corporation (O)
December 16, 2025
- €23.58 – Duke Energy Corporation (DUK)
- €48.40 – The Coca-Cola Company (KO)
December 18, 2025
- €14.08 – QUALCOMM Incorporated (QCOM)
- €21.83 – The Home Depot, Inc. (HD)
- €19.17 – Smurfit Westrock Plc (SW)
Week 51: Total net dividends €309.20
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
December 16, 2025
- Nordea Bank Abp (NDA) to Launch Share Buy-Back Programme; NDA has received approval from the European Central Bank (ECB) for further share buy-backs of €500 million, and Nordea’s Board of Directors has in accordance with the authorisation granted by the 2025 Annual General Meeting decided on a share buy-back programme of up to €500 million. The programme will commence on 18 December 2025 or as soon as possible after that date.
- Pfizer Inc. (PFE) Reaffirms Full-Year 2025 EPS Guidance and Provides Full-Year 2026 Guidance; PFE continues to expect its 2025 adjusted EPS on a diluted basis to stand at $3.00-3.15 and projects its 2025 revenue to reach roughly $62 billion, compared to $61.0B-$64.0B in the prior outlook. PFE also issued its 2026 outlook, indicating $59.5 billion - $62.5 billion of revenue and adjusted EPS outlook of $2.80 - $3.00.
- Canadian Natural Resources Limited (CNQ) Announces 2026 Budget; CNQ’s 2026 operating capital budget of approximately $6.3 billion is aimed at driving value growth and generating strong returns on capital. The company is targeting average annual production of 1,590–1,650 MBOE/d in 2026, with liquids accounting for about 74% of total output. At the midpoint of this range, production would increase by roughly 50,000 BOE/d, or about 3% compared to forecast 2025 levels.
December 17, 2025
- General Mills, Inc. (GIS) Reports Fiscal 2026 Second-quarter Results and Reaffirms Full-year Outlook; GIS reported Q2 non-GAAP EPS of $1.10, down 21% year-over-year but $0.07 above analyst expectations. Revenue declined 7.3% to $4.86 billion, beating estimates by $80 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.
December 18, 2025
- Neste Corporation (NESTE) Supplies Sustainable Aaviation Fuel to Cathay Group; NESTE and Cathay Group have agreed on the supply of Neste MY Sustainable Aviation Fuel™ for the group’s aviation operations across three major aviation regions: Europe, the United States, and Asia-Pacific. This agreement supports Cathay to scale up its use of sustainable aviation fuel (SAF).
- Mandatum plc (MANTA) and Morgan Stanley Real Estate Investing launch joint venture to invest in residential real estate in Finland; MANTA and Morgan Stanley Real Estate Investing have established a new joint venture, which invests in Finnish residential properties. The seed portfolio consists of seven residential properties all located in fast-growing areas within Helsinki, Espoo and Vantaa. The joint venture aims to make more acquisitions in the Helsinki Metropolitan Area. MANTA has sold four residential properties located in the Helsinki metropolitan area to the seed portfolio of the joint venture. The overall value of the seed portfolio is over EUR 70 million of which the value of the assets sold by MANTA is EUR 26 million. The sale will have a negative impact of around EUR 4.5 million on MANTA’s fourth quarter result.
- QUALCOMM Incorporated (QCOM) Completes Acquisition of Alphawave Semi; QCOM announced that it has completed its $2.4B acquisition of British semiconductor company Alphawave Semi.
- Lockheed Martin Corporation (LMT) received a $373.4 million U.S. Navy contract modification under a previous agreement.
- RTX Corporation (RTX) has been awarded a $168 million foreign military sales contract to provide Romania with additional Patriot® air and missile defense hardware.
December 19, 2025
- NCC AB (NCC) to build offices and laboratory for just over SEK 2 billion; NCC has been commissioned to construct an office and laboratory project in Denmark. The order value is approximately SEK 2.37 billion.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: EOG Resources (EOG) by Jason Fieber at Daily Trade Alert
- When to rebalance your stocks in retirement and in the accumulation stage by Dale Roberts at Cut the Crap Investing
- Realty Income Vs. NNN REIT: Look Past The Yield And Realty Income Becomes The Clear Winner by Luuk Wierenga at Seeking Alpha
- 2026 TFSA contributions – 5 dividend stocks we’re considering by Bob at Tawcan
- Sixteen Companies Raising Dividends Last Week by Dividend Growth Investor
- ONEOK: The Synergy Flywheel Is Accelerating While Producing A 5.6% Yield by Steven Fiorillo at Seeking Alpha
- Income Growth Investing and Cashflow for Life by Mark at My Own Advisor
- 10 Dividend Stocks To Build Retirement Income by Bob Ciura at Sure Dividend
- I Couldn't Be More Bullish On These 2 Undervalued Dividend Plays by Samuel Smith at Seeking Alpha
- The 6 Safest Stocks to Put on Your Buy List for 2026 [Podcast] by Mike at The Dividend Guy Blog
- Trading vs. Investing: What’s the Difference Between The Two? by Tammy Danan at Dividend Power
- Cisco Systems, Inc. (CSCO) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Dividend Harvesting Portfolio Week 250: $25,000 Allocated, $2,646.53 In Projected Dividends by Steven Fiorillo at Seeking Alpha
- Wide Moat Accenture Is Currently Fairly Valued by Charles Fournier at Financial Freedom Is A Journey
- 10 Best Stocks For Compounding Dividends by Nathan Parsh at Sure Dividend
Thanks for stopping by!
No comments:
Post a Comment