Sunday, March 22, 2026

Week in Review 12/26



 

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:


March 16, 2026


  • €24.20 – Duke Energy Corporation (DUK)
  • €28.39 – NextEra Energy, Inc. (NEE)
  • €14.16 – The Hershey Company (HSY)
  • €32.13 – Magna International Inc. (MGA)
  • €32.13 – Main Street Capital Corporation (MAIN)
  • €33.30 – Realty Income Corporation (O)


March 17, 2026


  • €24.03 – McDonald's Corporation (MCD)


March 18, 2026


  • €24.15 – Golar LNG Limited (GLNG)
  • €18.94 – Viatris Inc. (VTRS)


March 19, 2026


  • €26.42 – RTX Corporation (RTX)
  • €20.53 – Smurfit Westrock Plc (SW)
  • €76.37 – Manulife Financial Corporation (MFC)


March 20, 2026


  • €12.01 – L3Harris Technologies, Inc. (LHX)


Week 12: Total net dividends €360.80


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



Portfolio Holdings News:



March 16, 2026


  • Telia Company (TELIA) and Brookfield partner on Sweden’s largest sovereign AI initiative; TELIA and Brookfield have entered a long-term strategic partnership with the aim of strengthening Sweden’s and Europe’s digital sovereignty while driving safe and secure AI adoption in both the private and public sectors. The partnership builds on Brookfield’s previously announced plans to invest up to SEK 95 billion ($10 billion) in Swedish AI infrastructure, with Telia’s system integrator, Telia Cygate, set to operate and deliver sovereign AI services on top of this infrastructure.


  • Raytheon, a business unit of RTX Corporation (RTX), has been awarded a contract modification worth approximately $2.01 billion for the U.S. Air Force’s Advanced Extremely High Frequency terminal program. This modification increases the total cumulative contract value to about $2.97 billion, up from roughly $960 million.


March 17, 2026


  • Nordea Bank Abp (NDA) to book restructuring costs to execute its 2030 strategy implementation; To execute the 2030 strategy and drive structural efficiency improvements, NDA is launching restructuring initiatives to change the workforce composition. As communicated at the Capital Markets Day in November 2025, the implementation of these initiatives will result in restructuring costs. These restructuring costs, amounting to EUR 190m, will be booked in Q1 2026. The planned restructuring supports the delivery of Nordea’s 2030 financial targets and is excluded from the 2026 financial outlook.


  • QUALCOMM Incorporated (QCOM) Increases Quarterly Dividend and Announces New $20 Billion Stock Repurchase Authorization; QCOM announced that its Board of Directors has approved an increase in the Company’s quarterly dividend from $0.89 to $0.92 per share of common stock. This dividend increase will be effective for quarterly dividends payable after March 26, 2026. Additionally, the Board of Directors has approved, effective immediately, a new $20.0 billion stock repurchase authorization. The new stock repurchase authorization is in addition to the Company’s stock repurchase program announced in November 2024, which has approximately $2.1 billion of repurchase authority remaining.


  • General Mills, Inc. (GIS) to Sell its Business in Brazil; GIS announced it has entered into a definitive agreement to sell its business in Brazil to 3corações. The proposed transaction, which includes a portfolio of leading local brands including Yoki and Kitano, is expected to close by the end of calendar 2026, subject to receipt of requisite regulatory approvals and other customary closing conditions.


  • Pratt & Whitney, a division of RTX Corporation (RTX), has been awarded a contract worth approximately $470 million for the remanufacturing of F100 engine modules. The contract is a sole-source acquisition with a base term of three years, including options to extend for an additional three and four years.


March 18, 2026


  • General Mills, Inc. (GIS) Reports Fiscal 2026 Third-quarter Results and Reaffirms Full-year Outlook; GIS reported Q3 non-GAAP EPS of $0.64, representing a 37% year-over-year decline and a $0.09 miss versus analyst expectations. Revenue decreased 8% to $4.4 billion, also missing estimates by $30 million. Management reaffirmed its fiscal 2026 guidance, projecting organic net sales to decline by 1.5%–2%, with adjusted operating profit and adjusted diluted EPS both expected to fall by 16%–20% in constant currency.


  • General Dynamics Electric Boat, a subsidiary of General Dynamics Corporation (GD), has received a $15.38 billion cost-plus contract modification to support the execution of the Columbia-class ballistic missile submarine program.


  • RTX Corporation (RTX) received a contract modification that increases the ceiling of its existing IDIQ contract by $8.41 billion, from $3.33 billion to $11.74 billion, supporting future revenue growth. The modification covers management, materials, engineering, and support services for Standard Missile-3 Block variants for the U.S. and its foreign partners.




March 19, 2026



  • Realty Income Corporation (O) and Apollo to Establish Strategic Partnership; O and Apollo (NYSE: APO) today announced that Apollo-managed funds and affiliates intend to provide a $1.0 billion investment to Realty Income to acquire a 49% interest in a new joint venture entity that is expected to own a diversified portfolio of single-tenant retail properties subject to long-term net leases. Realty Income will continue to manage the portfolio, which includes approximately 500 retail assets that benefit from stable, contractual cash flows and are supported by Realty Income's operating platform and long-standing asset management expertise.



Articles that caught my attention:





Thanks for stopping by!


Posted by
Labels: , ,

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)