Week in Review 8/26

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 16, 2026

• €25.31 – Main Street Capital Corporation (MAIN)
• €32.05 – NNN REIT, Inc. (NNN)
• €32.22 – Realty Income Corporation (O)
• €47.29 – Emera Incorporated (TSE:EMA)

February 17, 2026

• €45.84 – Kinder Morgan, Inc. (KMI)
• €16.56 – The Procter & Gamble Company (PG)
• €87.19 – AbbVie Inc. (ABBV)
• €18.81 – Ally Financial Inc. (ALLY)
• €77.70 – Omega Healthcare Investors, Inc. (OHI)

February 17, 2026

• €58.12 – Unum Group (UNM)

Week 8: Total net dividends €441.09

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

Portfolio Holdings News:

February 17, 2026

• General Mills, Inc. (GIS) Updates Full-year Fiscal 2026 Outlook Amid Challenging Consumer Environment; Management guides Organic net sales to be down 1.5 to 2 percent, compared to the previous range of down 1 percent to up 1 percent, Adjusted operating profit and adjusted diluted EPS are now expected to be down 16 to 20 percent in constant currency, compared to the previous range of down 10 to 15 percent in constant currency and Free cash flow conversion is still expected to be at least 95 percent of adjusted after-tax earnings.

• W. P. Carey Inc. (WPC) Announces Pricing of Public Offering of Common Stock; WPC has priced an underwritten public offering of 6M shares of common stock, to be sold on a forward basis, for gross proceeds of $432M. The underwriters have a 30-day option to purchase up to an additional 900,000 shares.

February 18, 2026

• Tieto Corporation (TIETO) to sell two software businesses from Tieto Indtech to EG; TIETO has signed an agreement to sell two of Tieto Indtech’s software businesses to EG, an industry-specific software provider operating in the Nordics. The businesses to be divested are Edlevo, a leading provider of learning administration software to Swedish and Finnish pre-schools and schools, and HR & Payroll, a leading provider of HR and payroll software specific to public sector customers in Sweden, covering customers in central government organisations, universities, and municipalities.

• Edison International (EIX) Reports Fourth Quarter and Full-Year 2025 Results; EIX reported fourth-quarter non-GAAP EPS of $1.86, up 77% year over year and $0.41 above analyst expectations. Revenue declined 9.4% to $5.21 billion, but still beat estimates by $593.77 million. Management introduced core EPS guidance of $5.90 to $6.20 for 2026 and $6.25 to $6.65 for 2027.

• Nutrien Ltd. (NTR) Reports Fourth Quarter and Full-Year 2025 Results; NTR reported fourth-quarter non-GAAP EPS of $0.83, up 168% year over year but $0.08 below analyst expectations. Revenue increased 5.1% to $5.34 billion, beating estimates by $30 million. For 2026, management guides Retail adjusted EBITDA of $1.75 billion to $1.95 billion, updating the prior range of $1.65 billion to $1.85 billion.

• Nutrien Ltd. (NTR) Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase Program; NTR announced that its Board of Directors declared a quarterly dividend of US$0.55 per share payable on April 16, 2026 to shareholders of record on March 31, 2026. This represents an approximately one percent increase from the prior dividend declared on November 5, 2025. The Board also approved the purchase of up to five percent of Nutrien’s issued and outstanding common shares over a twelve-month period through a normal course issuer bid (NCIB).

February 19, 2026

• The Coca-Cola Company (KO) Increases Quarterly Dividend; The Board of Directors of KO declared a quarterly dividend of $0.53 per share, representing a 3.9% increase from the prior dividend of $0.51. This marks the company’s 64th consecutive annual dividend increase. The first-quarter dividend is payable April 1 to shareowners of record as of March 13.

• Visa Inc. (V) to Acquire Prisma Medios de Pago and Newpay in Argentina; V announced that it has entered into a definitive agreement to acquire Prisma Medios de Pago S.A.U. and Newpay S.A.U. in Argentina from Advent International. The transaction is subject to closing conditions and is expected to close in Visa’s fiscal second quarter of 2026.

February 20, 2026

• LyondellBasell Industries N.V. (LYB) Recalibrates Quarterly Dividend; LYB announced that its board of directors has declared a quarterly dividend of $0.69 per share, marking a $0.68 per share decrease — or a 49.6% reduction — compared with the company’s fourth-quarter 2025 dividend. The dividend will be paid on March 9, 2026, to shareholders of record as of March 2, 2026. The stock will trade ex-dividend on March 2, 2026.

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: S&P Global (SPGI) by Jason Fieber at Daily Trade Alert
• What to do about your stocks that are flying high, on the Sunday Reads by Dale Roberts at Cut the Crap Investing
• I'm Not Kidding: This Might Be The Best Market Of My Career by Leo Nelissen at Seeking Alpha
• Intercontinental Exchange – Recurring Revenue Diversification by Charles Fournier at Financial Freedom Is A Journey
• Ares Capital: This 10% Yielder Now May Be Worth Dipping Your Toe In (Rating Upgrade) by Dividend Collection Agency at Seeking Alpha
• Dividend Income – January 2026 Update by Bob at Tawcan
• 3 Dividend Growth Stocks for February 2026 by Bob Ciura at Dividend Power
• Microsoft: This AI Selloff Could Be The Buying Opportunity Investors Miss by Dhierin Bechai at Seeking Alpha
• 10 Stocks For Long-Term Passive Income by Bob Ciura at Sure Dividend
• Top 25 High Dividend Stocks Yielding 4% to 10%+ by Simply Safe Dividends
• Telus Earnings Deep-Dive: Is it a Buy? [Podcast] by Mike at The Dividend Guy Blog
• 2026 Dividend Kings List: All 56 Ranked & Analyzed by Simply Safe Dividends
• Realty Income: Soon We'll Have To Talk About $80 Per Share by Roberts Berzins, CFA at Seeking Alpha
• Volatility is Starting the Year – January 2026 Dividend Income Report by Mike at The Dividend Guy Blog
• Building Your First Portfolio? Every Beginner Should Know These Stocks by Dan Kent at Stocktrades Canada
• 10 Best High Dividend Stocks For The Next 10 Years by Bob Ciura at Sure Dividend

Thanks for stopping by!

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