Sunday, February 15, 2026

Week in Review 7/26

 



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 9, 2026


  • €16.88 – Air Products and Chemicals, Inc. (APD)
  • €48.08 – JPM Global Equity Premium Income Active UCITS ETF (JGPI.DE)
  • €23.89 – JPM US Equity Premium Income Active UCITS ETF (JEIP.DE)
  • €85.52 – JPM Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)


February 10, 2026


  • €17.71 – Texas Instruments Incorporated (TXN)


February 11, 2026


  • €123.19 – Telia Company (TELIA)
  • €22.31 – Global X SuperDividend ETF (SDIV)


February 10, 2026


  • €73.76 – ONEOK, Inc. (OKE)


Week 7: Total net dividends €411.33


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



Portfolio Holdings News:



February 9, 2026


  • RTX Corporation (RTX) has been awarded a not-to-exceed $230M fixed-price-incentive contract to procure long-lead materials, parts, and components to support the F135 Lot 20 propulsion system and safeguard delivery schedules, the U.S. Department of Defense said.


  • T. Rowe Price Group, Inc. (TROW) Increases Quarterly Dividend; TROW announced that its Board of Directors has declared a quarterly dividend of $1.30 per share payable on March 30, 2026, to stockholders of record as of the close of business on March 16, 2026. The quarterly dividend rate represents a 2.36% increase over the previous quarterly dividend rate of $1.27 per share. This will mark the firm's 40th consecutive year of regular annual dividend increases since its initial public offering.


February 10, 2026



  • Duke Energy Corporation (DUK) reports fourth-quarter and full-year 2025 financial results; DUK reported fourth-quarter non-GAAP EPS of $1.50, down 9.6% year over year but $0.01 above analyst expectations. Revenue totaled $7.94 billion, rising 7.9% from the same period last year and $350 million above estimates. Management introduced 2026 adjusted EPS guidance of $6.55 to $6.80 and extended its long-term adjusted EPS growth target of 5% to 7% through 2030, based off the midpoint of 2025 guidance of $6.30.



  • Gilead Sciences, Inc. (GILD) Announces Dividend Increase; GILD announced that the company’s Board of Directors has declared an increase of 3.8% in the company’s quarterly cash dividend, beginning in the first quarter of 2026. The increase will result in a quarterly dividend of $0.82 per share of common stock. The dividend is payable on March 30, 2026, to stockholders of record at the close of business on March 13, 2026.


  • CVS Health Corporation (CVS) Reports Fourth Quarter and Full-Year 2025 Results; CVS reported fourth-quarter non-GAAP EPS of $1.09, down 8.4% year over year but $0.09 above analyst expectations. Revenue increased 8.2% to $105.69 billion, beating estimates by $2.12 billion. For full-year 2026, management confirmed adjusted EPS guidance of $7.00 to $7.20 and updated cash flow from operations guidance to at least $9.0 billion, revised from the prior outlook of at least $10.0 billion.


  • The Coca-Cola Company (KO) Fourth Quarter and Full Year 2025 Results; KO reported fourth-quarter non-GAAP EPS of $0.58, up 6% year over year and $0.02 above analyst expectations. Revenue increased 2.6% to $11.8 billion, but missed estimates by $2.5 billion. For full-year 2026, the company expects to deliver organic (non-GAAP) revenue growth of 4% to 5% and to generate free cash flow (non-GAAP) of approximately $12.2 billion.


  • W. P. Carey Inc. (WPC) Announces Fourth Quarter and Full Year 2025 Financial Results; WPC reported fourth-quarter adjusted funds from operations (AFFO) of $1.27 per share, beating analyst expectations by $0.03 and rising 1.6% year-over-year. Revenue increased 10.1% to $444.55 million, exceeding estimates by $11.27 million. For the 2026 full year, management expects to report AFFO of between $5.13 and $5.23 per diluted share.


  • Intact Financial Corporation (TSE:IFC) Reports Q4-2025 Results; IFC reported fourth-quarter non-GAAP EPS of C$5.50, up 12% year over year and C$0.80 above analyst expectations. Revenue rose 4% to C$6.03 billion, but missed estimates by C$140 million. The company’s Q4 combined ratio improved to 85.9%. Management expects high-single to low-double-digit premium growth in Canadian Personal Lines and anticipates approximately 10% annual NOIPS growth over the next decade.


  • Intact Financial Corporation (TSE:IFC) Increases Quarterly Dividend; The Board of Directors of IFC approved the quarterly dividend of $1.47 per share on the Company's outstanding common shares. The common share dividends are payable on March 31, 2026, to shareholders of record on March 17, 2026. This represents a 10.5% increase from prior dividend of C$1.33 and marks the 21st consecutive annual increase in our common share dividend since our IPO in 2004.


February 11, 2026


  • Sampo plc (SAMPO) Has Reduced its Ownership in NOBA; SAMPO has sold 10.0 million shares in NOBA Bank Group AB to institutional investors in an accelerated bookbuilding process that was conducted together with Nordic Capital. The Share Sale generated approximately €95 million in gross proceeds for Sampo. After the Share Sale, Sampo holds 64.7 million NOBA shares, corresponding to an ownership of 12.9 per cent of the Company.


  • Koninklijke Ahold Delhaize N.V. (AMS:AD) Reports Q4 2025 Financial Results; AD reported fourth-quarter diluted underlying EPS of €0.73, up 6.1% year over year. Revenue reached €23.5 billion, increasing 6.1% at constant exchange rates and 0.9% at actual exchange rates. The underlying operating margin was 4.2%, up 0.1 percentage points at constant exchange rates. Management proposed a full-year 2025 cash dividend of €1.24 per share, representing a 6.0% increase over 2024. For full-year 2026, management guides underlying operating margin of around 4%, mid- to high-single-digit underlying EPS growth at constant exchange rates, free cash flow of at least €2.3 billion, and gross cash capital expenditures of around €2.7 billion.


  • Cisco Systems, Inc. (CSCO) Reports Second Quarter Earnings; CSCO reported second-quarter non-GAAP EPS of $1.04, up 11% year over year and $0.02 above analyst expectations. Revenue totaled $15.35 billion, rising 9.7% from the same period last year and $230 million above estimates. For Q3 2026, management guides revenue of $15.4 billion to $15.6 billion and non-GAAP EPS in the range of $1.02 to $1.04.


  • Cisco Systems, Inc. (CSCO) Increases Quarterly Dividend; CSCO declared a quarterly dividend of $0.42 per common share, a 1-cent increase or up 2% over the previous quarter's dividend, to be paid on April 22, 2026, to all stockholders of record as of the close of business on April 2, 2026.


  • McDonald's Corporation (MCD) Reports Fourth Quarter 2025 Results; MCD reported fourth-quarter non-GAAP EPS of $3.12, up 10% year over year and $0.07 above analyst expectations. Revenue increased 9.5% to $7.0 billion, beating estimates by $160 million. Global comparable sales remained positive in Q4, with a 5.7% swing higher during the quarter.


  • Smurfit Westrock Plc (SW) Reports Fourth Quarter and Full Year 2025 Results; SW reported fourth-quarter non-GAAP EPS of $0.34, down 27.7% year over year and $0.15 below analyst expectations. Revenue increased 0.5% to $7.58 billion, beating estimates by $40 million. For 2026, management expects first-quarter adjusted EBITDA of $1.1 billion to $1.2 billion and full-year adjusted EBITDA in the range of $5.0 billion to $5.3 billion.



  • NNN REIT, Inc. (NNN) Announces Fourth Quarter 2025 Results; NNN reported fourth-quarter FFO of $0.87 per share, up 6.1% year over year and $0.02 above analyst expectations. Revenue increased 11.2% to $238.4 million, beating estimates by $5.01 million. Portfolio occupancy improved 80 basis points sequentially to 98.3%, with a weighted average remaining lease term of 10.2 years. During the quarter, the company sold 60 properties for $82.1 million, including $30.4 million of income-producing properties, at a weighted average cap rate of 7.6%. Management introduced 2026 AFFO guidance of $3.52 to $3.58 per share, representing approximately 3.2% growth over the prior year.


  • Manulife Financial Corporation (TSE:MFC) Reports Full Year and Fourth Quarter 2025 Results; MFC reported fourth-quarter 2025 core earnings of C$1.12 per share, up 9% year over year from C$1.03 and above the consensus estimate of C$1.06. Global Wealth and Asset Management (GWAM) recorded net outflows of C$9.5 billion, compared with net outflows of C$6.2 billion in the prior quarter and net inflows of C$1.2 billion in the year-ago period. Adjusted book value per share was C$38.27 at December 31, 2025, compared with C$38.22 at September 30, 2025, and C$36.25 at December 31, 2024.


  • Manulife Financial Corporation (TSE:MFC) Increases Quarterly Dividend; MFC’s Board of Directors today announced an increase of 10.2% or 4.5 cents per share to its quarterly common shareholders’ dividend resulting in a dividend of C$0.485 per share on the common shares of Manulife, payable on and after March 19, 2026, to shareholders of record at the close of business on February 25, 2026.


February 12, 2026


  • Orion Corporation (ORION) Financial Statement Release January–December 2025; ORION reported fourth-quarter EPS of €1.85, missing analyst expectations by €0.08 but surging 262% year over year. Net sales for October–December totaled €695 million, up from €434 million in the same period last year and slightly above the €693 million consensus estimate. For full-year 2026, management guides revenue of €1.9–2.1 billion and operating profit of €550–750 million. The Board of Directors proposed a dividend of €1.80 per share for 2025, up from €1.64 in the prior year.


  • Mandatum plc (MANTA) Q4 2025 Interim Report; MANTA reported fourth-quarter 2025 EPS of €0.06, down 8% year over year and €0.02 below analyst expectations. Fee and commission income increased 17.7% to €21.9 million, slightly below forecasts of €22.2 million. Client assets under management (AUM) rose 10% to €15.32 billion, compared with €13.96 billion a year earlier. Management proposed a dividend of €0.85 per share for 2025, up from €0.66 in 2024.


  • Tietoevry Corporation (TIETO) Q4 Interim Report; TIETO reported third-quarter revenue of €464.2 million, down from €471.8 million a year earlier and below the €468 million consensus estimate. Earnings per share came in at €0.34, up from €0.13 in the prior-year quarter. Adjusted EBITA increased to €75.1 million, beating the €69 million forecast and improving from €58.4 million a year ago. For 2026, management expects organic growth between -2% and 0%. The Board of Directors proposed a dividend of €0.88 per share (down from €1.50), representing around 80% of net profit.


  • NCC AB (NCC) signs asphalt contracts in Norway; NCC has signed two contracts with Innlandet County Municipality for the paving of municipal roads in the region. The order value of the contracts totals approximately SEK 180 million.


  • Unilever PLC (AMS:UNA) Reports 2025 Full Year Results; UNA reported full-year non-GAAP EPS of €3.08, up 0.7% year over year. Revenue totaled €50.5 billion, down 3.8% compared with 2024. Underlying operating margin expanded to 20.0%, an increase of 60 basis points. For 2026, management expects underlying sales growth within its multi-year guidance range of 4% to 6%, including at least 2% underlying volume growth, with performance likely at the bottom end of the range due to slower market conditions. The company anticipates a modest improvement in underlying operating margin compared with 20.0% in 2025.


  • NN Group N.V. (AMS:NN) Reports 2025 Full Year Results; NN reported full-year 2025 results with Operating Capital Generation (OCG) rising 9% year over year to €2.1 billion. The operating result increased to €3.0 billion, up from €2.57 billion in 2024. The Solvency II ratio improved to 220%, compared with 194% at the end of 2024. Free cash flow (FCF) reached €1.62 billion, keeping the company on track to meet its €1.6 billion full-year target. NN also announced a 2025 final dividend of €2.50 per share, representing a 15.7% increase over the previous year.


  • Eversource Energy (ES) Reports Full-Year & Fourth Quarter 2025 Results; ES reported fourth-quarter non-GAAP EPS of $1.12, up 10.9% year over year and $0.02 above analyst expectations. Revenue increased 13.4% to $3.37 billion, exceeding estimates by $421 million. For 2026, management projects EPS in the range of $4.80 to $4.95. The company also outlined a five-year long-term EPS growth rate of 5% to 7%, based on 2025 non-GAAP recurring EPS of $4.76, with an expectation to reach the upper half of that range by 2028.


  • Flowers Foods, Inc. (FLO) Reports Fourth Quarter 2025 Results; FLO reported fourth-quarter non-GAAP EPS of $0.22, flat year over year and $0.07 above analyst expectations. Revenue increased 10.8% to $1.23 billion, in line with estimates. For fiscal 2026 (52 weeks), management projects net sales of approximately $5.163 billion to $5.267 billion, representing a -1.8% to 0.2% change year over year, and adjusted diluted EPS of approximately $0.80 to $0.90.


  • TELUS Corporation (TSE:T) Reports Financial Results for Fourth Quarter 2025; T reported fourth-quarter adjusted EPS of C$0.20, down from C$0.25 in the same period last year and below analyst expectations of C$0.25. Revenue declined 2.2% year over year to C$5.26 billion, missing estimates by C$140 million. For 2026, management established the following financial targets; consolidated Service Revenue growth of 2% to 4%, Adjusted EBITDA growth of 2% to 4%, Capital expenditures of approximately C$2.3 billion, representing a 10% decrease and Free cash flow of approximately C$2.45 billion, representing around 10% growth.


  • Fortis Inc. (FTS) Reports Fourth Quarter & Annual 2025 Results; FTS reported fourth-quarter non-GAAP EPS of C$0.90, up 8.4% year over year and C$0.05 above analyst expectations. Revenue increased 4.4% to C$3.08 billion, but missed the C$3.14 billion consensus estimate. The company announced a $28.8 billion five-year capital plan, targeting 7% annual rate base growth and 4%–6% dividend growth through 2030.


February 13, 2026



  • NextEra Energy, Inc. (NEE) Increases Quarterly Dividend; The board of directors of NEE declared a regular quarterly common stock dividend of $0.6232 per share, a 10% increase versus the prior-year quarterly dividend. The dividend is payable on March 16, 2026, to shareholders of record on Feb. 27, 2026.


  • Magna International Inc. (MGA) Announces Fourth Quarter 2025 Results and Provides 2026 Outlook; MGA reported fourth-quarter non-GAAP EPS of $2.18, up 29% year over year and $0.38 above analyst expectations. Revenue increased 2.4% to $10.85 billion, exceeding estimates by $310 million. For 2026 Management guides total sales to be between $41.9 billion and $43.5, Adjusted diluted EPS expected to be in the range of $6.25 to $7.25 and Free Cash Flow anticipated between $1.6 billion and $1.8 billion.


  • Magna International Inc. (MGA) Increases Quarterly Dividend; MGA's Board of Directors declared a fourth quarter dividend of $0.495 per Common Share. This represents a 2% higher dividend, and our 16th consecutive year of fourth quarter dividend increases. The dividend is payable on March 13, 2026 to shareholders of record as of the close of business on February 27, 2026.


  • Enbridge Inc. (ENB) Reports Reports Fourth Quarter Results; ENB reported fourth-quarter non-GAAP EPS of C$0.88, up 17.3% year over year and C$0.10 above analyst expectations. Revenue increased 5.9% to C$17.18 billion, exceeding the C$14.39 billion consensus estimate. Distributable cash flow (DCF) for Q4 2025 increased by $134 million compared with the same period in 2024. Management reaffirms its 2026 financial guidance for adjusted EBITDA between C$20.2 billion and C$20.8 billion and DCF per share between C$5.70 and C$6.10. The Company also reaffirms its 2023 to 2026 near-term growth of 7-9% for adjusted EBITDA, 4-6% for adjusted earnings per share (EPS) and approximately 3% for DCF per share.



  • TC Energy Corporation (TRP) Increases Quarterly Dividend; TRP’s Board of Directors approved a 3.2 per cent increase in the quarterly common share dividend of $0.8775 per common share for the quarter ending March 31, 2026, equivalent to $3.51 on an annualized basis. The common share dividend is payable on April 30, 2026, to shareholders of record at the close of business on March 31, 2026. This marks the 26th consecutive year of dividend increase.



Articles that caught my attention:





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