Sunday, January 18, 2026

Week in Review 3/26



 

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 12, 2026


  • €20.52 – Illinois Tool Works Inc. (ITW)


January 14, 2026


  • €80.08 – Philip Morris International Inc. (PM)


January 15, 2026


  • €22.86– Cardinal Health, Inc. (CAH)
  • €25.84– Main Street Capital Corporation (MAIN)
  • €41.30– W. P. Carey Inc. (WPC)
  • €32.90– Realty Income Corporation (O)
  • €10.90– South Bow Corporation (SOBO)
  • €27.10– Algonquin Power & Utilities Corp. (AQN)


January 16, 2026


  • €93.70 – Digital Realty Trust, Inc. (DLR)


Week 3: Total net dividends €355.20



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



Portfolio Holdings News:



January 12, 2026


  • AbbVie Inc. (ABBV) and RemeGen Announce Exclusive Licensing Agreement to Develop A Novel Bispecific Antibody for Advanced Solid Tumors; ABBV and RemeGen announced a licensing deal with China-based RemeGen for the latter's RC148, a PD-1/VEGF-targeted bispecific antibody under development for advanced solid tumors. Under the terms of the agreement, AbbVie will receive exclusive rights to develop, manufacture, and commercialize RC148 outside of the Greater China territory. RemeGen will receive an upfront payment of USD $650 million and is eligible to receive up to USD $4.95 billion in aggregate development, regulatory, and commercial milestone payments, along with tiered, double-digit royalties on net sales outside the Greater China territory.


  • General Dynamics Corporation (GD) Awarded $988 Million Contract; General Dynamics Information Technology (GDIT), a business unit of GD, announced that it was awarded the Ship and Air Command, Control, Communications, Computers, Combat, Intelligence, Surveillance, and Reconnaissance (C5ISR) Systems Support (SACSS) contract to continue modernizing the U.S. Navy fleet. The $988 million contract, awarded in December, has a one-year base period, four one-year options and a six-month option.


January 13, 2026


  • Cardinal Health, Inc. (CAH) Raises Fiscal 2026 Outlook; CAH is raising expectations for fiscal year 2026 non-GAAP diluted EPS to at least $10.00, from its prior guidance range of $9.65 to $9.85 and expects that its Specialty revenues will surpass $50 billion in fiscal 2026, marking a 16% compounded annual growth rate (CAGR) over three years.



January 14, 2026


  • Orion Corporation (ORION) provides outlook for 2026; ORION's revenue guidance for 2026 is €1,900–€2,100 million and operating profit €550–€750 million, exceeding previous forecasts. Nubeqa's long-term net sales potential is estimated to exceed €1 billion, which is in line with previous estimates.


January 15, 2026



  • Main Street Capital Corporation (MAIN) Announces Preliminary Estimate of Fourth Quarter 2025 Operating Results; MAIN's preliminary estimate of fourth quarter 2025 net investment income ("NII") is $1.01 to $1.05 per share, distributable net investment income ("DNII") is $1.07 to $1.11 per share and DNII before taxes is $1.09 to $1.13 per share. Preliminary estimate of net asset value per share as of December 31, 2025, is $33.29 to $33.37. The range represents an increase of $0.51 to $0.59 per share, or 1.5% to 1.8%, from the NAV per share of $32.78 as of September 30, 2025.


January 16, 2026


  • Kesko Corporation’s (KESKO) Sales in December; KESKO's sales increased by 9.3% in December, and sales grew in all divisions. The positive development that began in the third quarter continued also in December. In the grocery trade division, both sales to grocery stores and Kespro’s sales grew strongly. In the building and technical trade division, sales grew in both building and home improvement trade and technical trade in Finland, Sweden, Norway, Denmark and the Baltics. In the car trade division, sales grew in all car trade businesses.


  • Chevron Corporation (CVX) Takes Final Investment Decision on Leviathan Gas Expansion; CVX by its subsidiary, Chevron Mediterranean Limited (CML), and the working interest owners of the Leviathan natural gas reservoir have reached a Final Investment Decision (FID) to expand the production capacity of the strategic Leviathan production platform located offshore Israel. The Leviathan expansion project is expected to come online towards the end of this decade. Leviathan working interest owners include Chevron Mediterranean Limited as operator (39.66%), NewMed Energy (45.34%), and Ratio Energies (15%).



Articles that caught my attention:





Thanks for stopping by!


Posted by
Labels: , ,

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)