Sunday, January 11, 2026

Week in Review 2/26



 

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:



January 5, 2026


  • €19.95 – Kimberly-Clark Corporation (KMB)
  • €73.63 – TELUS Corporation (TSE:T)


January 7, 2026


  • €90.68 – PepsiCo, Inc. (PEP)
  • €24.08 – Best Buy Co., Inc. (BBY)
  • €94.92 – Canadian Natural Resources Limited (TSE:CNQ)
  • €22.70 – Global X SuperDividend ETF (SDIV)


January 8, 2026


  • €47.32 – JPM Global Equity Premium Income Active UCITS ETF (JGPI.DE)
  • €16.59 – JPM US Equity Premium Income Active UCITS ETF (JEIP.DE)
  • €65.79 – JPM Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)


January 9, 2026


  • €118.33 – Altria Group, Inc. (MO)


Week 2: Total net dividends €566.05


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



Portfolio Holdings News:



January 5, 2026




  • L3Harris Technologies, Inc. (LHX) to Sell Majority Stake in Space Propulsion & Power Business to AE Industrial Partners; LHX announced that AE Industrial Partners (“AE Industrial”) has agreed to acquire a controlling interest in L3Harris’ Space Propulsion and Power Systems business at a total enterprise value of $845 million. Transaction closing is expected in the second half of 2026, subject to obtaining regulatory approvals and satisfaction of other customary closing conditions. L3Harris’ RS-25 rocket engine business is excluded from the sale. L3Harris will retain a ~40% ownership stake in the new space technology business with AE Industrial.


January 6, 2026


  • Amgen Inc. (AMGN) Acquires Dark Blue Therapeutics; AMGN announced its acquisition of Dark Blue Therapeutics Ltd., a privately held biotechnology company based in the United Kingdom advancing first-in-class, small molecule-targeted protein degraders for oncology, in a transaction valued at up to $840 million.



January 7, 2026



  • AbbVie Inc. (ABBV) reported GAAP earnings and adjusted non-GAAP earnings for the fourth quarter of 2025 are expected to include acquired IPR&D and milestones expense of $1.3 billion on a pre-tax basis, representing an unfavorable impact of $0.71 to both GAAP diluted earnings per share and adjusted non-GAAP diluted earnings per share. AbbVie’s full-year 2025 adjusted diluted earnings per share guidance range, including the impact of fourth quarter 2025 acquired IPR&D and milestones expense, is $9.90 - $9.94. AbbVie’s fourth quarter 2025 adjusted diluted earnings per share guidance range, including the impact of fourth quarter 2025 acquired IPR&D and milestones expense, is $2.61 -$2.65.


  • Main Street Capital Corporation (MAIN) Announces New Portfolio Investment; MAIN announces that it recently completed a new portfolio investment totaling $35.0 million to facilitate the minority recapitalizations of two commercial concrete contracting companies under one holding company. Main Street partnered with the Companies' existing owners and management teams to facilitate the transactions, with Main Street's investment including a combination of first lien, senior secured term debt and a direct minority equity investment.



  • The Toronto-Dominion Bank (TD) Announces Intention to Purchase for Cancellation up to 61 Million of its Common Shares; TD announced that upon the completion of the repurchase for cancellation of $8 billion of its common shares under its existing normal course issuer bid, it intends to terminate its existing normal course issuer bid and, subject to the approval of the Office of the Superintendent of Financial Institutions Canada, and the Toronto Stock Exchange ("TSX"), it intends to launch a new normal course issuer bid to repurchase for cancellation up to $7 billion of its common shares, not to exceed 61 million common shares.


January 8, 2026


  • Canadian Utilities Limited (TSE:CU) Increases Quarterly Dividend; The Board of Directors of CU declared a first quarter dividend of C$0.4623 per share, a one percent increase over the C$0.4577 paid in each of the four previous quarters. This common share dividend is payable March 1, 2026, to shareholders of record on February 5, 2026.


January 9, 2026


  • Tietoevry Corporation (TIETO) acquiring OpenSpring and GrupoOnetec in Spain to support its European expansion; TIETO aims to become the European software and technology consulting market leader within selected industries. The company has identified Spain as an attractive market specifically for Tieto Banktech and Tieto Caretech, owing to their modern industry-specific software and data solutions. The transaction based on enterprise value of EUR 8 million comprises the acquisition of shares in Openspring IT Iberia, S.L. and Grupo Onetec, S.L.. The companies’ financials will be consolidated as from the closing, which is expected to take place during the first quarter of 2026.


  • NCC AB (NCC) to construct unique twin school in Surahammar, Sweden; NCC has been commissioned by Surahammar Municipality to construct a new school leveraging the construction documents for a school previously built by NCC in Norrköping. NCC is therefore submitting a tender based on a school that has already been built and where NCC owns the right to use all of the construction documents. The project is a turnkey contract with an order value of approximately SEK 175 million.



Articles that caught my attention:





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