Sunday, February 8, 2026

Week in Review 6/26



 

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:



February 2, 2026


  • €61.47 – AT&T Inc. (T)
  • €108.12 – Verizon Communications Inc. (VZ)
  • €38.67 – Edison International (EIX)
  • €26.76 – General Mills, Inc. (GIS)
  • €47.36 – Bristol-Myers Squibb Company (BMY)
  • €48.28 – CVS Health Corporation (CVS)
  • €99.85 – The Toronto-Dominion Bank (TD)
  • €32.48 – Power Corporation of Canada (TSE:POW)
  • €66.78 – TC Energy Corporation (TSE:TRP)
  • €19.12 – Capital Power Corporation (TSE:CPX)


February 6, 2026


  • €37.83 – General Dynamics Corporation (GD)


Week 6: Total net dividends €586.72


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



Portfolio Holdings News:



February 2, 2026




  • General Dynamics Corporation's (GD) Mission Systems secured a $255M Navy contract for Strategic Weapon System Fire Control Subsystem work. The contract has options in the amount of $485M.


  • L3Harris Technologies, Inc. (LHX) awarded a $283.3M ID/IQ contract for ground control element support and sustainment services.


February 3, 2026


  • Pfizer Inc. (PFE) Reports Fourth-Quarter 2025 Results; PFE reported fourth-quarter Non-GAAP EPS of $0.66, up 5% year-over-year and $0.09 above analyst expectations. Revenue totaled $17.6 billion, down 1.1% year-over-year but $770 million above estimates. For full-year 2026, management guides revenue in a range of $59.5 billion to $62.5 billion and adjusted diluted EPS of $2.80 to $3.00.


  • Amgen Inc. (AMGN) Reports Fourth Quarter and Full-Year 2025 Financial Results; AMGN reported third-quarter results, with non-GAAP earnings per share of $5.29—down 0.4% year over year but $0.53 ahead of analyst expectations. Revenue rose 8.8% to $9.9 billion, exceeding estimates by $440 million. Looking ahead, management expect 2026 total revenues in the range of $37.0 billion to $38.4 billion and non-GAAP earnings per share between $21.60 and $23.00.


  • PepsiCo, Inc. (PEP) Reports Fourth Quarter and Full-Year 2025 Results; PEP reported fourth-quarter non-GAAP EPS of $2.26, up 11% year-over-year and $0.02 above analyst expectations. Revenue increased 5.6% to $29.34 billion, exceeding estimates by $370 million. For fiscal 2026, management expects organic revenue growth of 2% to 4%, core constant-currency EPS growth of 4% to 6%, and total cash returns to shareholders of approximately $8.9 billion.



  • Smurfit Westrock Plc (SW) Increases Quarterly Dividend; SW announced today that its Board approved a quarterly dividend of $0.4523 per share, 5% increase from prior dividend of $0.4308. The quarterly dividend of $0.4523 per ordinary share is payable March 18, 2026 to shareholders of record at the close of business on February 17, 2026.



  • Emerson Electric Co. (EMR) Reports First Quarter 2026 Results; EMR reported first-quarter non-GAAP EPS of $1.46, up 6% year over year and $0.05 above analyst expectations. Revenue increased 4.1% to $4.35 billion, coming in in line with estimates. For fiscal 2026, management expects net sales growth of approximately 5.5%, adjusted EPS in the range of $6.40 to $6.55, and free cash flow of $3.5 billion to $3.6 billion.


  • Eaton Corporation plc (ETN) Reports Record Fourth Quarter 2025 Results; ETN reported adjusted earnings of $3.33 per share for the quarter ended December 31, up 18% year-over-year and $0.01 above analyst expectations. Revenue increased 13.1% year-over-year to $7.06 billion, missing estimates by $30 million. For full-year 2026, management expects reported EPS of $11.57 to $12.07, representing 13% growth at the midpoint, and adjusted EPS of $13.00 to $13.50, reflecting 10% growth at the midpoint compared to 2025.


  • Prudential Financial, Inc. (PRU) Announces Full Year and Fourth Quarter 2025 Results; PRU reported fouth-quarter non-GAAP EPS of $3.30, up 11.5% year over year but $0.06 below analyst expectations. Book value per common share increased to $92.05, compared with $77.62 in the same period last year. Assets under management (AUM) rose to $1.609 trillion, up from $1.512 trillion a year earlier. PRU’s Board of Directors has authorized the repurchase of up to $1.0 billion of outstanding common stock during the period from January 1, 2026, through December 31, 2026.


  • Prudential Financial, Inc. (PRU) Increases Quarterly Dividend; PRU declared a quarterly dividend of $1.40 per Common share, payable on March 12, 2026, to shareholders of record as of February 17, 2026. This represents an increase of 4% over the prior year dividend level and the 18 th consecutive year the dividend has increased.




February 4, 2026


  • UPM-Kymmene Corporation (UPM) Interim Report Q4 2025; UPM reported fourth-quarter comparable EPS of €0.57, beating analyst expectations by €0.12 but down 6.6% year over year. Revenue declined 12% to €2,310 million, missing estimates by €132 million. Management expects adjusted operating profit for the July–December period to be in the range of €425 million to €650 million, in line with its prior outlook. The Board of Directors proposed a dividend of €1.50 per share for 2025. Looking ahead, management forecasts comparable operating profit of approximately €325 million to €525 million in the first half of 2026, compared with €413 million in the first half of 2025 and €508 million in the second half of 2025.


  • QUALCOMM Incorporated (QCOM) Announces First Quarter Fiscal 2026 Results; QCOM reported first-quarter non-GAAP EPS of $3.50, beating analyst expectations by $0.10 and marking a 3% year-over-year increase. Revenue rose 5.4% to $12.3 billion, exceeding estimates by $140 million. Looking ahead, management expects second-quarter revenue in the range of $10.2 billion to $11.0 billion and non-GAAP EPS between $2.45 and $2.65.


  • Texas Instruments Incorporated (TXN) to Acquire Silicon Labs; TXN has signed a definitive agreement to acquire Silicon Labs (SLAB) for $231.00 per share in an all-cash transaction, representing a total enterprise value of around $7.5 billion. The transaction is expected to close in the first half of 2027, subject to receipt of regulatory approvals and other customary closing conditions, including approval by Silicon Labs stockholders.



  • Lockheed Martin Corporation (LMT) awarded a $249M cost-plus-fixed-fee and firm-fixed-price, IDIQ contract for spares, repairs, engineering services, and depot stand-up support for Surface Electronic Warfare Improvement Program Block Two Electronic Support Anti-Ship Missile Defense System integration.



  • AbbVie Inc. (ABBV) Full-Year and Fourth-Quarter 2025 Financial Results; ABBV reported third-quarter non-GAAP EPS of $2.71, a 25.5% year-over-year increase and $0.06 above analyst expectations. The results included an unfavorable impact of $0.71 per share related to acquired IPR&D and milestone expenses. Revenue rose 10.1% to $16.62 billion, exceeding estimates by $200 million. Management provides 2026 Adjusted Diluted EPS Guidance Range of $14.37 to $14.57.



  • Aflac Incorporated (AFL) Announces Fourth Quarter Results; AFL reported fourth-quarter non-GAAP EPS of $1.57, up 0.6% year over year but $0.12 below analyst expectations. Revenue totaled $4.9 billion, down 9.3% year over year, yet $510 million above estimates. Adjusted book value, excluding foreign currency remeasurement, stood at $22.1 billion, or $42.66 per share, at December 31, 2025, compared with $23.4 billion, or $42.46 per share, at December 31, 2024.

  • Ares Capital Corporation (ARCC) Announces December 31, 2025 Financial Results; ARCC reported third-quarter non-GAAP EPS of $0.50, representing a 9.1% year-over-year decline and in line with analyst expectations. Total investment income totaled $793 million, up 4.5% from the same quarter last year but $0.84 million below estimates. As of January 29, 2026, the company’s investment backlog stood at $3.2 billion.



February 5, 2026


  • Neste Corporation's (NESTE) Financial statements release, 1 January–31 December 2025; NESTE reported fourth-quarter EPS of €0.15, compared with €-0.18 in the same period last year. Comparable EBITDA increased to €601 million from €168 million a year earlier, beating the consensus estimate of €526 million. Revenue for the period totaled €4,953 million, down from €5,568 million a year ago but ahead of the €4,809 million consensus. The Board of Directors proposed a dividend of €0.20 per share from last year’s profits.


  • Sampo's plc (SAMPO) Financial statements release, 1 January–31 December 2025; SAMPO reported quarterly operating earnings per share of €0.12, in line with analyst expectations and up 10% year over year. Profit before taxes surged 202% to €668 million, beating estimates by €46 million. The underwriting result improved to €364 million, up from €361 million a year ago. The Board of Directors proposed a basic dividend of €0.36 per share for 2025, compared with €0.34 paid last year and below analysts’ expectations of €0.37.


  • Aktia Bank Plc's (AKTIA) Financial Statement Release January–December 2025; AKTIA reported fourth-quarter comparable EPS of €0.25, missing analyst expectations by €0.02 and down 17% year over year. Total operating income declined 4% to €75.6 million, though it came in €1.5 million above estimates. The CET1 ratio fell to 12.6%, compared with 13.0% in the previous quarter. AKTIA’s Board of Directors proposed a dividend of €0.80 per share for 2025, down from €0.82 paid in the prior year.


  • Kesko Corporation (KESKO) Financial Statements Release Q4 2025; KESKO reported fourth-quarter comparable EPS of €0.28, €0.03 below analyst expectations and down 9.7% year over year. Revenue totaled €3,230.9 million, up 6.3% from the prior year, but €12 million short of estimates. Adjusted operating profit increased to €174.6 million from €170.8 million a year earlier, though it missed analyst expectations of €179.9 million. The Board proposed an ordinary dividend of €0.90 per share, in line with last year but slightly below the €0.91 expected by analysts.


  • NCC AB (NCC) Interim Report for the fourth quarter and full-year 2025; NCC reported fourth-quarter net sales of SEK 15,929 million, down 21.6% year over year from SEK 20,323 million. Operating profit declined to SEK 692 million, compared with SEK 844 million a year earlier. Order intake improved to SEK 14,462 million, up from SEK 13,449 million in the prior-year quarter. The Board of Directors proposed an unchanged ordinary dividend of SEK 9.00 per share, along with an extra dividend of SEK 2.00 per share.


  • WEC Energy Group, Inc. (WEC) Posts 2025 Results; WEC reported fourth-quarter non-GAAP EPS of $1.42, up 29.1% year over year and $0.03 above analyst expectations. Revenue totaled $2.54 billion, exceeding estimates by $347 million and rising 11.3% from the same period last year. Management reaffirmed its 2026 earnings guidance, expecting full-year EPS in the range of $5.51 to $5.61, in line with the company’s short-term growth projections. The company projects long-term EPS growth of 7–8% CAGR over the next five years.


  • ConocoPhillips (COP) Reports Fourth-Quarter and Full-Year 2025 Results; COP reported fourth-quarter non-GAAP EPS of $1.02, missing analyst expectations by $0.08 and reflecting a 48.5% year-over-year decline. Management’s 2026 production guidance is 2.33 to 2.36 million barrels of oil equivalent per day (MMBOED). First-quarter 2026 production is expected to be 2.30 to 2.34 MMBOED, inclusive of weather-related downtime.



  • Cardinal Health, Inc. (CAH) Health Reports Second Quarter Fiscal Year 2026 Results; CAH reported second-quarter non-GAAP EPS of $2.63, up 36% year over year and $0.26 above analyst expectations. Revenue totaled $65.6 billion, beating estimates by $360 million and rising 18.6% compared to the same period last year. Management raised its fiscal 2026 non-GAAP EPS guidance to $10.15–$10.35, up from the prior range of $9.65–$9.85.


  • The Hershey Company (HSY) Reports Fourth-Quarter and Full-Year 2025 Financial Results; HSY reported fourth-quarter non-GAAP EPS of $1.71, beating analyst expectations by $0.31 despite a 36.4% year-over-year decline. Revenue totaled $3.09 billion, up 6.9% from the same quarter last year and $110 million above estimates. Looking ahead to full-year 2026, management expects adjusted diluted EPS in the range of $8.20 to $8.52, representing growth of 30% to 35% versus 2025.


  • The Hershey Company (HSY) Raises Quarterly Dividends; The Board of Directors of HSY announced a quarterly dividend of $1.452 per share, representing a 6% increase from the prior dividend of $1.370. The dividend is payable March 16, 2026, to stockholders of record as of February 17, 2026.


  • Unum Group (UNM) Reports Fourth Quarter 2025 Results; UNM reported fourth-quarter non-GAAP EPS of $1.92, down 5.4% year over year and $0.19 below analyst expectations. Revenue totaled $3.24 billion, missing estimates by $50 million and remaining flat compared with the same period last year. Book value per common share increased to $67.11, representing a 9.3% rise year over year. For 2026, management guides after-tax adjusted operating income per share of $8.60 to $8.90, implying approximately 8% to 12% growth compared with the redefined 2025 base of $7.93 per share.



  • Digital Realty Trust, Inc. (DLR) Reports Fourth Quarter 2025 Results; DLR reported fourth-quarter core FFO of $1.86 per share, up 7.1% year over year and $0.04 above analyst expectations. Revenue increased 3.8% to $1.63 billion, beating estimates by $50 million. For 2026, management guides core FFO per share in the range of $7.90 to $8.00.


February 6, 2026




Articles that caught my attention:





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