Sunday, April 5, 2026

Week in Review 14/26


 


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 27, 2026


  • €21.34 – Eaton Corporation plc (ETN)
  • €30.08 – Main Street Capital Corporation (MAIN)


March 30, 2026


  • €21.17 – Gilead Sciences, Inc. (GILD)
  • €59.03 – T. Rowe Price Group, Inc. (TROW)


March 31, 2026


  • €40.83 – Eversource Energy (ES)
  • €80.53 – Brookfield Renewable Corporation (BEPC)
  • €122.68 – Brookfield Infrastructure Corporation (BIPC)
  • €26.85 – Union Pacific Corporation (UNP)
  • €61.26 – Ares Capital Corporation (ARCC)
  • €94.93 – Digital Realty Trust, Inc. (DLR)
  • €12.24 – LTC Properties, Inc. (LTC)
  • €20.38 – Intact Financial Corporation (TSE:IFC)
  • €55.77 – Pembina Pipeline Corporation (TSE:PPL)
  • €21.14 – Canadian National Railway Company (TSE:CNR)


April 1, 2026


  • €21.81 – Automatic Data Processing, Inc. (ADP)
  • €28.92 – UGI Corporation (UGI)
  • €92.17 – PepsiCo, Inc. (PEP)
  • €51.03 – The Coca-Cola Company (KO)
  • €73.89 – TELUS Corporation (TSE:T)


April 2, 2026


  • €201.15 – Orion Corporation (ORION)
  • €326.85 – Nordea Bank Abp (NDA)
  • €32.78 – Tieto Corporation (TIETO)
  • €12.37 – Kimberly-Clark Corporation (KMB)


Week 14: Total net dividends €1,509.18


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



Portfolio Holdings News:



March 30, 2026


  • NCC AB (NCC) to reinforce nine secondary roads in Norrbotten; NCC has been commissioned by the Swedish Transport Administration to conduct road reinforcement and paving works in Norrbotten County. The measures will increase road load-bearing capacity and improve road standards and accessibility. The order value is approximately SEK 260 million.


  • NCC AB (NCC) to build sports arena in Fredrikstad, Norway; NCC has been commissioned by Fredrikstad Municipality to construct an ice center and multi-purpose arena in the city. A construction contract has now been signed following completion of the development phase, which was conducted in partnering form. The order value is approximately SEK 580 million.


  • RTX Corporation (RTX) secured a $3.81 billion fixed-price incentive contract modification to produce F135 engines for F-35 jets as part of the Joint Strike Fighter program.


  • RTX BBN Technologies, a RTX Corporation (RTX) unit, secured a $125M contract to provide simulation and optimization tools for joint deployment and distribution analysis.



March 31, 2026


  • NCC AB (NCC) to construct new waterworks in Östersund; NCC has been commissioned by Östersund Municipality to construct a new waterworks next to the existing Minnesgärde waterworks. The project is a partnering contract with an order value of approximately SEK 700 million.



  • Unilever plc (AMS:UNA) announces the combination of Unilever Foods with McCormick to create a global flavour powerhouse with a superior growth profile; Unilever PLC and McCormick & Company, Inc. announced that they have entered into an agreement to combine Unilever’s Foods business with McCormick. Unilever and its shareholders will receive, in aggregate, shares equal to 65.0% of the fully diluted combined company equity and Unilever will receive a cash payment of $15.7 billion upon closing. Unilever shareholders will own 55.1% of the fully diluted combined company equity. Unilever will own a 9.9% stake, underscoring its support and confidence in the strategic merits, integration plan and execution of the combined company. Over time, and not earlier than one year after closing, Unilever intends to sell down its stake in an orderly and considered manner. McCormick shareholders will own 35.0% of the fully diluted combined company equity.


  • Lockheed Martin Space, a division of Lockheed Martin Corporation (LMT), secured a $1.36 billion contract modification covering both new scope and previously unpriced work.


  • Collins Elbit Vision Systems LLC, a joint venture between RTX Corporation (RTX) and Elbit Systems of America, secured a $585.01 million contract to produce and deliver Lot 18–19 helmet-mounted display systems for the U.S. Air Force, Navy, and Marine Corps.



April 1, 2026


  • NCC AB (NCC) to construct new waterworks in Skutskär; NCC has been contracted by Gästrike Vatten to build a new waterworks in Mon, Skutskär, Sweden. The project is part of efforts to strengthen water supply in Gävle and Älvkarleby municipalities. The order value is approximately SEK 650 million.


  • Bank OZK (OZK) Increases Quarterly Dividend; OZK announced its Board of Directors declared a quarterly cash dividend on the Bank’s common stock of $0.47 per share, up $0.01, or 2.17% from the prior quarter. The common stock dividend is payable on April 20, 2026 to shareholders of record as of April 13, 2026. Bank OZK has increased its quarterly cash dividend on its common stock in each of the last sixty-three quarters.


April 2, 2026


  • General Dynamics Corporation's (GD) subsidiary, General Dynamics Electric Boat (GDEB), received a $1.27B contract modification to support Virginia-class submarine design, development, and lead yard work. This modification includes options that could raise its total value to $2.49B, only if exercised.



Articles that caught my attention:





Thanks for stopping by!


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