Sunday, February 1, 2026

Week in Review 5/26



 

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 28, 2026


  • €83.25 – The Bank of Nova Scotia (BNS)
  • €68.71 – Canadian Imperial Bank of Commerce (CM)


January 30, 2026


  • €11.82 – LTC Properties, Inc. (LTC)


Week 5: Total net dividends €163.79


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



Portfolio Holdings News:



January 26, 2026


  • H2O America (HTO) Announces 2026 Dividend Increase; The Board of Directors of HTO has declared a quarterly cash dividend of $0.44 per share payable on March 2, 2026, to all shareholders of record at the close of business on Feb. 9, 2026. The March dividend will represent a 4.8% increase over the dividend paid in December 2025. The 2026 annualized dividend is expected to be $1.76 per share compared with $1.68 per share in 2025.


  • Eaton Corporation plc (ETN) Announces Plan to Spin off Its Mobility Group; ETN announced that it intends to pursue a separation of its Vehicle and eMobility segments into an independent, publicly traded company. ETN expects to complete the anticipated spin-off by the end of the first quarter of 2027. The planned separation is expected to be completed in a manner that is tax-free to Eaton shareholders for U.S. federal income tax purposes.


January 27, 2026


  • Texas Instruments Incorporated (TXN) Reports Q4 2025 and 2025 Financial Results; TXN reported fourth-quarter GAAP EPS of $1.27, down 2% year-over-year and $0.04 below analyst expectations. Revenue increased 10.2% year-over-year to $4.42 billion, missing estimates by $20 million. For the first quarter, management expects revenue in the range of $4.32 billion to $4.68 billion and earnings per share between $1.22 and $1.48.


  • NextEra Energy, Inc. (NEE) Reports Fourth-Quarter and Full-Year 2025 Financial Results; NEE reported fourth-quarter non-GAAP EPS of $0.54, which beat analyst expectations by $0.01 and represented a 1.9% year-over-year increase. Revenue rose a strong 20.6% to $6.5 billion, though it missed consensus estimates by $290 million. Looking ahead, management reaffirmed its 2026 adjusted EPS guidance of $3.92 to $4.02 and reiterated its expectation of 8%+ compound annual growth in adjusted EPS through 2032, with the same growth target extending from 2032 through 2035, all based on the 2025 adjusted EPS baseline of $3.71.


  • Kimberly-Clark Corporation (KMB) Reports Fourth Quarter 2025 Financial Results; KMB reported fourth-quarter non-GAAP EPS of $1.86, up 24% year-over-year and $0.06 above analyst expectations. Revenue declined 0.5% to $4.08 billion, missing estimates by $10 million. Looking ahead to 2026, management expects adjusted operating profit to grow at a mid-to-high single-digit rate on a constant-currency basis. Adjusted EPS from continuing operations is projected to grow at a double-digit rate, driven primarily by an approximately 30% increase in income from equity companies compared to 2025.


  • Kimberly-Clark Corporation (KMB) Declares Dividend Increase; The board of directors of KMB has declared an increase in its regular quarterly dividend to $1.28 per share, up from $1.26 previously. The dividend is payable in cash on April 2, 2026, to stockholders of record at the close of business on March 6, 2026.


  • RTX Corporation (RTX) Reports 2025 Results and Announces 2026 Outlook; RTX reported fourth-quarter non-GAAP EPS of $1.55, representing a 1% year-over-year increase and beating analyst expectations by $0.08. Revenue climbed 12.1% year-over-year to $24.24 billion, exceeding estimates by $1.53 billion. The company’s total backlog expanded to $268 billion, including $161 billion in commercial orders and $107 billion in defense orders, underscoring strong demand and long-term revenue visibility. Looking ahead to 2026, management provided the following guidance: Adjusted revenue $92.0–$93.0 billion, Organic sales growth 5%–6% and Adjusted EPS $6.60–$6.80.


  • United Parcel Service, Inc. (UPS) Releases 4Q 2025 Earnings and Provides 2026 Guidance; UPS reported fourth-quarter non-GAAP EPS of $2.38, down 13.5% year-over-year but $0.18 above analyst expectations. Revenue totaled $24.5 billion, exceeding estimates by $490 million, despite a 3.2% decline from the same period last year. Looking ahead, for full-year 2026, UPS expects consolidated revenue of approximately $89.7 billion and a non-GAAP adjusted operating margin of about 9.6%.


  • Union Pacific Corporation (UNP) Reports Fourth Quarter and Full Year 2025 Results; UNP reported fourth-quarter non-GAAP EPS of $2.86, down 3.4% year over year and $0.01 below analyst expectations. Revenue totaled $6.09 billion, a 0.2% year-over-year decline and $30 million below consensus estimates. Looking ahead, management guided for mid-single-digit earnings per share growth, which they stated remains consistent with achieving their three-year CAGR target of high-single-digit to low-double-digit EPS growth through 2027.


  • Air Products and Chemicals, Inc. (APD) Increases Quarterly Dividend; The Board of Directors of APD has increased the quarterly dividend on the Company’s common stock to $1.81 per share, 1.1% increase from prior dividend of $1.79, marking the 44th consecutive year of dividend increases. The dividend is payable on May 11, 2026 to shareholders of record at the close of business on April 1, 2026.


  • Metro Inc. (TSE:MRU) Reports First Quarter 2026 Results; MRU reported first-quarter non-GAAP EPS of C$1.16, reflecting a 5.5% year-over-year increase, though it came in C$0.04 below analyst expectations. Revenue rose 3.3% year over year to C$5.29 billion, slightly exceeding the consensus estimate of C$5.28 billion. Earnings were adjusted for a negative impact of C$15.9 million (or C$21.6 million before taxes) related to direct costs from the temporary shutdown of its frozen food distribution centre in Toronto.



January 28, 2026


  • Tele2 AB (TEL2) Reports Fourt Quarter 2025 Results; TEL2 reported fourth-quarter 2025 results, with EPS of SEK 1.77, up from SEK 1.40 in the same period last year and above analyst expectations. Net profit increased to SEK 1,226 million from SEK 971 million a year earlier. Revenue rose 4.4% year-over-year to SEK 8.0 billion, beating the consensus estimate of SEK 7.85 billion. Free cash flow to equity declined to SEK 777 million, compared with SEK 808 million in the prior-year quarter. The Board of Directors proposed a dividend of SEK 10.50 per share for 2025, up from SEK 6.35 the previous year. Looking ahead, management guides for low- to mid-single-digit organic growth in underlying EBITDA in 2026, with service revenues from end customers expected to grow at a low single-digit rate.



  • AT&T Inc. (T) Reports Fourth-Quarter and Full-Year 2025 Financial Results; T reported fourth-quarter Non-GAAP EPS of $0.52, up 20.9% year-over-year and $0.05 above analyst expectations. Revenue totaled $33.5 billion, increasing 3.7% year-over-year and beating estimates by $620 million. Mobility service revenue grew 2.4%, supported by 421,000 postpaid phone net additions during the quarter. Free cash flow improved to $4.2 billion, compared with $4.0 billion a year earlier. Looking ahead, management’s long-term outlook for 2026–2028 includes adjusted EPS of $2.25 to $2.35 in 2026, with a double-digit three-year CAGR through 2028, and free cash flow of $18 billion+ in 2026, $19 billion+ in 2027, and $21 billion+ in 2028.


  • Eversource Energy (ES) Increases Quarterly Dividend; The Board of Trustees of ES approved a quarterly dividend of $0.7875 per share, 4.7% increase from prior dividend of $0.7525, payable on March 31, 2026, to shareholders of record as of the close of business on March 5, 2026.


  • Starbucks Corporation (SBUX) Reports Q1 Fiscal Year 2026 Results; SBUX reported first-quarter Non-GAAP EPS of $0.56, down 19% year over year and $0.06 below analyst expectations. Revenue increased 6% to $9.92 billion, beating estimates by $260 million. Global comparable store sales rose 4%, driven by a 3% increase in comparable transactions and a 1% increase in average ticket. During the quarter, the company opened 128 net new stores, ending the period with 41,118 stores, of which 52% are company-operated and 48% licensed. For 2026, management guides global and U.S. comparable store sales growth of 3% or greater, with consolidated net revenue growth at a similar rate, and Non-GAAP EPS in the range of $2.15 to $2.40.



January 29, 2026


  • Telia Company AB (TELIA) Q4 Interim Report; TELIA reported fourth-quarter EPS of SEK -0.33, compared with SEK -0.13 in the prior-year period. Revenue totaled SEK 21,300 million, broadly in line with estimates and up 1.6% year over year. Free cash flow improved significantly to SEK 2.397 billion, compared with SEK 404 million in the comparison period. Management raised its full-year free cash flow outlook to around SEK 8 billion, up from prior guidance of approximately SEK 7.5 billion. For 2025, the Board of Directors proposes a dividend of SEK 2.05 per share (up from SEK 2.00), subject to approval at the Annual General Meeting on April 9, 2026.


  • Nordea Bank Abp (NDA) Reports Fourth-Quarter Results; NDA reported fourth-quarter EPS of €0.34, up 6.3% year over year and €0.01 above analyst expectations. Revenue totaled €2,948 million, beating estimates by €28 million despite a 0.2% year-over-year decline. Net interest income came in at €1,765 million, down 5% year over year but €12 million above expectations. The bank’s Common Equity Tier 1 (CET1) ratio stood at 15.7% at quarter-end, compared with 15.9% in the prior quarter. NDA’s Board of Directors proposed a 2025 dividend of €0.96 per share, up from €0.94 for 2024. For 2026, management guides for a return on equity above 15% and a cost-to-income ratio (excluding regulatory fees) of around 45%.






  • Altria Group, Inc. (MO) Reports 2025 Fourth-Quarter and Full-Year Results; MO reported fourth-quarter Non-GAAP EPS of $1.30, representing a 0.8% year-over-year increase but missing analyst expectations by $0.02. Revenue declined 0.4% to $5.08 billion, yet beat estimates by $50 million. Looking ahead, management expects to deliver full-year 2026 adjusted diluted EPS in the range of $5.56 to $5.72, implying 2.5% to 5.5% growth from the 2025 base of $5.42.


  • Lockheed Martin Corporation (LMT) Reports Fourth Quarter and Full Year 2025 Financial Results; LMT reported fourth-quarter non-GAAP EPS of $5.80, compared with $2.22 in the year-earlier quarter and $0.05 above analyst expectations. Revenue totaled $20.32 billion, up 9.1% year-over-year and exceeding estimates by $460 million. The company ended 2025 with a record backlog of $194 billion. For 2026, management forecasts sales of $77.5 billion to $80.0 billion, diluted EPS of $29.35 to $30.25, cash from operations of $9.15 billion to $9.45 billion, and free cash flow of $6.5 billion to $6.8 billion.


  • L3Harris Technologies, Inc. (LHX) Reports Fourth Quarter 2025 Results; LHX reported fourth-quarter non-GAAP EPS of $2.86, representing a 10% year-over-year increase and $0.10 above analyst expectations. Revenue totaled $5.6 billion, up 1.8% year over year and $160 million ahead of estimates. Looking ahead to 2026, management guides revenue of $23.0 billion to $23.5 billion, diluted EPS of $11.30–$11.50, and free cash flow of approximately $3.0 billion.


  • Visa Inc. (V) Reports Fiscal First Quarter 2026 Results; V reported first-quarter Non-GAAP EPS of $3.17, up 15% year-over-year and $0.03 above analyst expectations. Revenue increased 14.6% to $10.9 billion, exceeding estimates by $210 million. For Q2, Management expects non-GAAP, adjusted constant-dollar basis, EPS growth in the high end of low double digits, net revenue growth in the low double digits, and operating expense growth in the mid-teens.


January 30, 2026


  • Verizon Communications Inc. (VZ) Reports Fourth Quarter 2025 Results; VZ reported fourth-quarter non-GAAP EPS of $1.09, down 0.9% year-over-year but $0.03 above analyst expectations. Revenue rose 2.0% to $36.4 billion, beating estimates by $200 million. Wireless equipment revenue totaled $8.2 billion, up 9.1% year-over-year. For 2026, management guides total mobility and broadband service revenue growth of 2% to 3% (approximately $93 billion), adjusted EPS of $4.90 to $4.95 (representing 4% to 5% year-over-year growth), and free cash flow of $21.5 billion or more, up approximately 7% or higher from 2025.



  • Brookfield Renewable (BEP, BEPC) Reports 2025 Results; BEP reported fourth-quarter funds from operations (FFO) of $0.51 per unit, representing a 10.9% increase year-over-year, but missing analyst expectations by $0.01. Revenue for the quarter totaled $1.54 billion, up 7.7% from the prior year and exceeding estimates by $120 million.



  • Chevron Corporation (CVX) Reports Fourth Quarter 2025 Results; CVX reported fourth-quarter Non-GAAP EPS of $1.52, a 26.2% decline year-over-year, but $0.08 above analyst expectations. Revenue decreased 10.3% from the same period last year to $46.87 billion, yet still surpassed estimates by $210 million.


  • Chevron Corporation (CVX) Increases Quarterly Dividend; CVX’s Board of Directors declared a 4 percent increase in the quarterly dividend tone dollar and seventy-eight cents ($1.78) per share, payable March 10, 2026, to all holders of common stock as shown on the transfer records of the corporation at the close of business on February 17, 2026.



  • Air Products and Chemicals, Inc. (APD) Reports Fiscal 2026 First Quarter Results; APD reported first-quarter non-GAAP EPS of $3.16, up 10% year-over-year and $0.12 above analyst expectations. Revenue increased 5.8% to $3.1 billion, beating estimates by $50 million. Management maintained fiscal 2026 full-year adjusted EPS guidance of $12.85 to $13.15 and second-quarter fiscal 2026 adjusted EPS guidance of $2.95 to $3.10.


  • LyondellBasell Industries N.V. (LYB) Reports Fourth Quarter 2025 Earnings; LYB reported fourth-quarter 2025 non-GAAP EPS of -$0.26, compared with $0.77 in the prior-year period. Revenue declined 25.4% year-over-year to $7.09 billion, but still exceeded analyst expectations by $270 million. Looking ahead, management raised the target for its Cash Improvement Plan to $1.3 billion by the end of 2026, up from the previous target of $1.1 billion.


  • Canadian National Railway Company (TSE:CNR) Announces Fourth Quarter and Year-End Results; CNR reported adjusted earnings of C$2.08 per share for the quarter ended December 31, up from C$1.82 in the same period last year and beating analyst expectations by C$0.10. Revenue increased 2.3% year-over-year to C$4.46 billion, in line with analyst forecasts. For 2026, management expects flattish volume growth in terms of RTMs and guides that adjusted diluted EPS growth will slightly exceed volume growth.




Articles that caught my attention:





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