Sunday, April 19, 2026

Week in Review 16/26



 

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:



April 13, 2026


  • €27.45 – Unilever PLC (AMS:UNA)
  • €79.67 – Philip Morris International Inc. (PM)
  • €24.08 – Global X SuperDividend ETF (SDIV)


April 14, 2026


  • €149.00 – Aktia Pankki Oyj (AKTIA)
  • €24.27 – Best Buy Co., Inc. (BBY)


April 15, 2026


  • €22.55 – Cardinal Health, Inc. (CAH)
  • €25.49 – Main Street Capital Corporation (MAIN)
  • €41.17 – W. P. Carey Inc. (WPC)
  • €32.50 – Realty Income Corporation (O)
  • €10.75 – South Bow Corporation (SOBO)
  • €26.72 – Algonquin Power & Utilities Corp. (AQN)


April 16, 2026


  • €122.78 – Telia Company (TELIA)
  • €19.42 – Nutrien Ltd. (NTR)


Week 16: Total net dividends €605.85


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



Portfolio Holdings News:



April 13, 2026


  • General Dynamics Corporation's (GD) subsidiary General Dynamics NASSCO-Norfolk secured a $183.2M fixed-price contract for maintenance, modernization, and repair of USS Truxtun (DDG 103).




April 14, 2026


  • The Procter & Gamble Company (PG) Declares Dividend Increase; The Board of Directors of PG declared an increased quarterly dividend of $1.0885 per share, payable on or after May 15, 2026, to shareholders of record at the close of business on April 24, 2026. This represents a 3% increase from the prior quarterly dividend. PG has increased its dividend for 70 consecutive years.


  • Johnson & Johnson (JNJ) Reports Q1 2026 Results, Raises 2026 Outlook; JNJ reported first-quarter non-GAAP EPS of $2.70, representing a 2.5% year-over-year decline but a $0.02 beat versus analyst expectations. Revenue increased 9.9% to $24.06 billion, exceeding estimates by $450 million. The company raised its fiscal 2026 guidance, now expecting reported sales of $100.8 billion (7.0% growth at the midpoint) and adjusted EPS of $11.55 (7.1% growth at the midpoint).


  • Johnson & Johnson (JNJ) Announces Dividend Increase; JNJ increased its quarterly dividend by 3.1% to $1.34 per share (from $1.30), marking its 64th consecutive year of increases. The dividend is payable June 9, 2026, to shareholders of record on May 26, 2026.



  • RTX Corporation's (RTX) Raytheon to deliver Patriot interceptors to Ukraine; Raytheon, a business of RTX, said it has signed a contract for $3.7 billion to supply Patriot interceptors to Ukraine. The new GEM-T production facility in Schrobenhausen, Germany, is planned to play a key role supporting this direct commercial sale and other contracts, ensuring supply chain resiliency and helping to replenish Ukraine's interceptor inventory. The facility is operated by COMLOG, a joint venture between Raytheon and MBDA Deutschland.


April 15, 2026


  • Lockheed Martin Space, a business area of Lockheed Martin Corporation (LMT), won an $850.41M contract modification for the TRIDENT II (D5) Life Extension 2 program, covering advanced design and development work.


  • RTX Corporation won a not-to-exceed $234.8M undefinitized contract for the AMRAAM Extended Range (ER) transition to production program.


April 16, 2026


  • Kesko Corporation’s (KESKO) sales in March; KESKO reported a 12.2% increase in sales for March, with growth across all divisions. Grocery trade sales totaled €585.4 million, up 11.3%, while sales to K Group grocery stores rose 14.1%, supported by a 6–7 percentage point boost from the timing of Easter. Building and technical trade sales reached €470.0 million, increasing 15.3% (or 8.9% on a comparable basis). Car trade sales totaled €125.2 million, up 5.7%.


  • PepsiCo, Inc. (PEP) Reports First-Quarter 2026 Results; PEP reported first-quarter non-GAAP EPS of $1.61, up 9% year over year and exceeding analyst expectations by $0.06. Revenue increased 8.5% to $19.44 billion, beating estimates by $500 million. For fiscal 2026, management continues to expect organic revenue growth of 2% to 4%, core constant-currency EPS growth of 4% to 6%, and total cash returns to shareholders of approximately $8.9 billion.


  • Raytheon Missiles and Defense, a unit of RTX Corporation (RTX), won a $904.6M contract modification to support low-rate initial production of five Lower Tier Air and Missile Defense System units and six spare units for the U.S. Army.



April 17, 2026


  • Lockheed Martin Corporation (LMT) won a $101.6M contract modification on Friday for contractor field service representatives support, maintenance, technical manuals, and testing work.


  • Ally Financial Inc. (ALLY) Reports First Quarter 2026 Financial Results; ALLY reported first-quarter non-GAAP EPS of $1.11, reflecting a 90% year-over-year increase and a $0.17 beat versus analyst expectations. Revenue increased 5.3% to $2.18 billion, exceeding estimates by $40 million. The CET1 capital ratio improved to 10.1%, up approximately 60 basis points year over year. Provision for credit losses rose by $276 million to $467 million, primarily driven by a reserve release related to the prior-year divestiture of the credit card business, partially offset by lower retail auto net charge-offs.




Articles that caught my attention:





Thanks for stopping by!


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