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:
April 7, 2026
- €149.00 – Neste Corporation (NESTE)
- €101.36 – Canadian Natural Resources Limited (CNQ)
- €41.13 – JPM Global Equity Premium Income Active UCITS ETF (JGPI.DE)
- €15.14 – JPM US Equity Premium Income Active UCITS ETF (JEIP.DE)
- €57.41 – JPM Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)
April 8, 2026
- €68.54 – Kesko Corporation (KESKO)
April 9, 2026
- €20.53 – Illinois Tool Works Inc. (ITW)
Week 15: Total net dividends €453.12
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
My Portfolio's Transactions:
April 10, 2026
- I trimmed my position in Eaton Corporation plc (ETN), selling 10 shares at $406.02 per share. At current exchange rates, this will reduce my expected annual net dividend income by approximately €27.96.
Portfolio Holdings News:
April 6, 2026
- AbbVie Inc. (ABBV) lowers Q1 and FY 2026 earnings outlook following $744M R&D charge; ABBV announced that its first-quarter 2026 reported GAAP and adjusted non-GAAP earnings are expected to include acquired IPR&D and milestone expenses of $744 million on a pre-tax basis, negatively impacting both GAAP and adjusted diluted EPS by $0.41. The company lowered its full-year 2026 adjusted diluted EPS guidance to $13.96–$14.16 from $14.37–$14.57. First-quarter guidance was also reduced to $2.56–$2.60 from $2.97–$3.01.
- Raytheon, a business unit of RTX Corporation (RTX), has been awarded an undefinitized, not-to-exceed contract valued at approximately $708.94 million for Small Diameter Bomb Increment II Lot 12. The scope includes production, containers, test equipment, and spare components.
April 7, 2026
- Gilead Sciences, Inc. (GILD) to Acquire Tubulis GmbH; GILD has entered into a definitive agreement to acquire Tubulis GmbH, a privately held, Germany-based clinical-stage biotechnology company focused on next-generation antibody-drug conjugates (ADCs), enhancing its oncology pipeline in areas of high unmet need. The transaction includes an upfront cash payment of $3.15 billion, along with up to $1.85 billion in contingent milestone payments. The acquisition is expected to close in the second quarter of 2026.
- General Dynamics Corporation (GD) Land Systems Awarded Agreement for Next Phase in Advanced Reconnaissance Vehicle Competition; General Dynamics Land Systems has been awarded a $450 million agreement by the U.S. Marine Corps for the Pre-Production Development (PPD) phase of the Advanced Reconnaissance Vehicle (ARV) competition.
- Pembina Pipeline Corporation (TSE:PPL) Business Update Highlights Strategic Focus and Growth Outlook; PPL expects to deliver 5%-7% compound annual fee-based adjusted EBITDA per share growth through 2030, supported by higher utilization of existing assets and contributions from sanctioned new projects.
April 8, 2026
- Lockheed Martin Services, a subsidiary of Lockheed Martin Corporation (LMT), won a $105M firm-fixed-price task order to support GPS IIIF launch and on-orbit testing operations.
- RTX Corporation (RTX) secures Patriot deal with Netherlands to boost air defense; Raytheon, an RTX business, was awarded a $627 million contract to supply the Netherlands with Patriot® air and missile defense system equipment. The direct commercial sales contract includes radars, launchers, and command and control stations.
April 9, 2026
- Unilever PLC (AMS:UNA) to acquire U.S. Greens Supplement company Grüns; UNA announced that it has signed an agreement to acquire Grüns, a fast-growing VMS company with a leading position in the U.S. Greens Supplement category.
- Lockheed Martin Corporation (LMT) was awarded a $4.76B firm-fixed-price contract for the production of PAC-3 Missile Segment Enhancement missiles, including all incidental services, hardware, equipment, technical planning, management, and manufacturing efforts.
- Magna International Inc. (MGA) Announces Sale of its Lighting and Rooftop Systems Businesses; MGA agreed to divest its Lighting business in two transactions and its Rooftop Systems business in a third. A global investment firm will acquire Lighting operations in the Americas and China, while another firm will acquire European Lighting and Rooftop Systems operations. All transactions are expected to close in H2 2026.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: Danaher (DHR) by Jason Fieber at Daily Trade Alert
- Globe and Mail Retirement Cash Flow Review. Relying on inheritance by Dale Roberts at Cut the Crap Investing
- Dividend Harvesting Portfolio Week 266: $26,600 Allocated, $2,914 In Projected Dividends by Steven Fiorillo at Seeking Alpha
- Top 10 Bear Market Stocks For Reliable Dividends by Bob Ciura at Sure Dividend
- Receiving a dividend is not the same as selling stock by Dividend Growth Investor
- My 10 REIT Portfolio That Pays Me $3,000 Each Month by Jussi Askola, CFA at Seeking Alpha
- Dividend Investing: Yield Agnostic Investors Will Win by Mike at The Dividend Guy Blog
- Broadcom: Triad AI Deal Is A Game Changer by The Asian Investor at Seeking Alpha
- 10 Bargain Dividend Stocks For Value And Income by Bob Ciura at Sure Dividend
- This Dividend Stock Has Been a Disaster by Marc Lichtenfeld at Daily Trade Alert
- Raytheon Technologies Corporation (RTX) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Potential $5,000 Monthly Income: 12 Investments To Buy And Hold For The Next 10 Years by Financially Free Investor at Seeking Alpha
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