Sunday, May 3, 2026

Week in Review 18/26



 

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 29, 2026


  • €84.48 – The Bank of Nova Scotia (BNS)
  • €69.72 – Canadian Imperial Bank of Commerce (CM)


April 30, 2026


  • €39.12 – Edison International (EIX)
  • €118.05 – Altria Group, Inc. (MO)
  • €12.09 – LTC Properties, Inc. (LTC)
  • €100.61 – The Toronto-Dominion Bank (TD)
  • €93.27 – TC Energy Corporation (TRP)
  • €93.27 – Capital Power Corporation (TSE:CPX)


Week 18: Total net dividends €512.85


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



Portfolio Holdings News:



April 27, 2026


  • Verizon Communications Inc. (VZ) Reports First Quarter 2026 Results; VZ reported first-quarter non-GAAP EPS of $1.28, representing 7.6% year-over-year growth and a $0.07 beat versus analyst expectations. Revenue increased 2.7% to $34.4 billion but fell short of estimates by $490 million. Wireless equipment revenue totaled $5.7 billion, up 5.2% year over year. Management provided 2026 guidance, projecting total mobility and broadband service revenue growth of 2%–3% (approximately $93 billion), free cash flow of at least $21.5 billion (up roughly 7% year over year), and adjusted EPS of $4.95–$4.99, reflecting 5%–6% growth.


April 28, 2026


  • H2O America (HTO) Announces First Quarter 2026 Financial Results; HTO reported first-quarter non-GAAP EPS of $0.50, unchanged from the prior-year period but exceeding analyst expectations by $0.01. Revenue increased 3.7% to $183.2 million, beating estimates by $6.86 million. Management reiterated its long-term adjusted diluted EPS CAGR target of 6%–8% and expects to deliver a non-linear CAGR at or above the high end of that range over the 2026–2030 period.


  • Edison International (EIX) Reports First Quarter and Full-Year 2025 Results; EIX reported first-quarter non-GAAP EPS of $1.42, representing 3.7% year-over-year growth and a $0.09 beat versus analyst expectations. Revenue increased 7.6% to $4.10 billion but fell short of estimates by $30 million. Management reaffirmed its 2026 core EPS guidance of $5.90–$6.20 and reiterated confidence in achieving 5%–7% core EPS growth annually over the 2025–2030 period.



  • ONEOK, Inc. (OKE) Announces First Quarter 2026 Earnings; OKE reported first-quarter 2026 GAAP EPS of $1.23, representing 18.3% year-over-year growth but falling $0.07 short of analyst estimates. Adjusted EBITDA increased to $1.997 billion from $1.775 billion in the prior-year period. Management raised its full-year 2026 outlook, now projecting net income at a midpoint of $3.5 billion and earnings per diluted share at a midpoint of $5.53.


  • Kimberly-Clark Corporation (KMB) Announces First Quarter 2026 Results; KMB reported first-quarter non-GAAP EPS of $1.97, representing 2.1% year-over-year growth and a $0.04 beat versus analyst expectations. Revenue declined 2.7% to $4.2 billion but exceeded estimates by $110 million. Management’s 2026 outlook calls for adjusted operating profit growth in the mid- to high-single-digit range on a constant-currency basis, and double-digit growth in adjusted EPS from continuing operations, driven in part by an approximately 40% increase in income from equity companies compared to 2025.


  • The Coca-Cola Company (KO) Reports First Quarter 2026 Results; KO reported first-quarter non-GAAP EPS of $0.86, up 18% year over year and exceeding analyst expectations by $0.05. Revenue increased 12.6% to $12.5 billion, beating estimates by $250 million. For full-year 2026, the company maintained its organic revenue growth outlook of 4%–5%, while updating its EPS guidance to include comparable currency-neutral EPS growth (excluding acquisitions and divestitures) of 6%–7% and comparable EPS growth of 8%–9% versus $3.00 in 2025.


  • Starbucks Corporation (SBUX) Reports Q2 Fiscal Year 2026 Results; SBUX reported second-quarter non-GAAP EPS of $0.50, up 22% year over year and exceeding analyst expectations by $0.06. Revenue increased 8.8% to $9.53 billion, beating estimates by $300 million. Global comparable store sales rose 6.2%, driven by a 3.8% increase in transactions and a 2.3% rise in average ticket. The company opened 11 net new stores during the quarter, ending with 41,129 locations (52% company-operated, 48% licensed). For 2026, management guides for global and U.S. comparable store sales growth of 5% or more, roughly flat consolidated net revenue, and non-GAAP EPS of $2.25–$2.45.


  • RTX Corporation (RTX) has received a $206.2M cost-plus incentive contract for advanced GPS-related system work for the U.S. Navy.


  • United Parcel Service, Inc. (UPS) Releases 1Q 2026 Earnings; UPS reported first-quarter non-GAAP EPS of $1.07, down 28.2% year over year but exceeding analyst expectations by $0.05. Revenue totaled $21.2 billion, beating estimates by $230 million despite a 1.4% decline from the prior-year period. For full-year 2026, management reaffirmed guidance for approximately $89.7 billion in revenue and a non-GAAP adjusted operating margin of about 9.6%.


  • Visa Inc. (V) Reports Fiscal Second Quarter 2026 Results; V reported Q2 non-GAAP EPS of $3.31, up 20% year over year and $0.21 above expectations. Revenue rose 17% to $11.23 billion, beating estimates by $481 million. For Q3, the company guides low double-digit revenue growth and mid- to high-single-digit EPS growth. Management also authorized a new $20.0B multi-year share repurchase program.


  • Unum Group (UNM) Reports First Quarter 2026 Results; UNM reported first-quarter non-GAAP EPS of $2.14, representing 9.7% year-over-year growth and a $0.09 beat versus analyst expectations. Revenue increased 8.7% to $3.36 billion, exceeding estimates by $440 million. Book value per common share was $67.76 as of March 31, 2026, compared to $63.78 at March 31, 2025. Management’s 2026 outlook includes after-tax adjusted operating income per share of $8.60–$8.90, implying 8%–12% growth relative to the redefined 2025 base of $7.93.



  • Omega Healthcare Investors, Inc. (OHI) Reports First Quarter 2026 Results; OHI reported first-quarter adjusted funds from operations (AFFO) of $0.82 per share, representing 9.3% year-over-year growth and a $0.03 beat versus analyst expectations. Revenue increased 16.7% to $322.95 million, exceeding estimates by $56.24 million. Management revised its 2026 adjusted FFO guidance to $3.19–$3.25 per diluted share, raising the lower end of the prior range of $3.15–$3.25.


  • W. P. Carey Inc. (WPC) Announces First Quarter 2026 Financial Results; WPC reported first-quarter adjusted funds from operations (AFFO) of $1.30 per share, up 11.1% year over year and exceeding analyst expectations by $0.01. Revenue increased 10.9% to $454.51 million, beating estimates by $7.33 million. For full-year 2026, management raised its AFFO guidance to $5.16–$5.26 per diluted share, reflecting higher expected investment volume of $1.5 billion to $2.0 billion.


April 29, 2026


  • Neste Corporation's (NESTE) Interim report for January-March 2026; NESTE reported first-quarter EPS of €0.69, compared with €-0.05in the same period last year. Comparable EBITDA increased to €861 million from €210 million a year earlier, beating the consensus estimate of €756 million. Revenue for the period totaled €5,163 million, up from €5,017 million a year ago but ahead of the €4,971 million consensus.




  • Kesko Corporation (KESKO) Interim Report Q1 2026; KESKO reported first-quarter comparable EPS of €0.14, in line with analyst expectations and up 7.7% year over year. Revenue increased 7.1% to €3,029 million, exceeding estimates by €11 million. Operating profit rose to €102.0 million from €95.6 million a year earlier, beating analyst expectations of €99.3 million.


  • Tieto Corporation (TIETO) Interim Report 1/2026; TIETO reported first-quarter revenue of €448.3 million, down from €470.8 million a year earlier and below the €454 million consensus estimate. Earnings per share came in at €0.51, up from €0.10 in the prior-year quarter and well above analyst expectations of €0.28. Adjusted EBITA increased to €66.0 million, beating the €62.9 million forecast and improving from €49.8 million a year ago.


  • NCC AB (NCC) Interim Report for the first quarter 2026; NCC reported first-quarter net sales of SEK 9,650million, down 12.9% year over year from SEK 11,077 million. Operating profit declined to SEK -251 million, compared with SEK -175 million a year earlier. Order intake improved to SEK 14,751 million, up from SEK 14,002million in the prior-year quarter.



  • Automatic Data Processing, Inc. (ADP) Reports Third Quarter Fiscal 2026 Results; ADP reported third-quarter non-GAAP EPS of $3.37, representing 9% year-over-year growth and a $0.07 beat versus analyst expectations. Revenue increased 5.4% to $5.9 billion, exceeding estimates by $50 million. Management raised its 2026 outlook, projecting revenue growth of 6%–7% and adjusted diluted EPS growth of 10%–11%.




  • AbbVie Inc. (ABBV) Reports First-Quarter 2026 Financial Results; ABBV reported first-quarter non-GAAP EPS of $2.65, representing 7.7% year-over-year growth but falling $0.02 short of analyst expectations. Revenue increased 12.4% to $15.0 billion, exceeding estimates by $280 million. Management raised its 2026 adjusted diluted EPS guidance to $14.08–$14.28 (from $13.96–$14.16), reflecting an unfavorable impact of $0.41 per share from acquired IPR&D and milestone expenses recognized year-to-date through the first quarter.


  • Lockheed Martin Corporation (LMT) won an undefinitized and not-to-exceed contract value of $1.13B for producing HIMARS M142 launchers under full-rate production Lot 17.



  • RTX Corporation's (RTX) Raytheon unit has been awarded an $832.99 million modification to an existing U.S. Navy contract for production of Evolved Sea Sparrow Missile (ESSM) Block 2 guided missile assemblies and related container requirements for the U.S. and allied nations.


  • Aflac Incorporated (AFL) Announces First Quarter 2026 Results; AFL reported first-quarter non-GAAP EPS of $1.75, representing 5.4% year-over-year growth but falling $0.05 short of analyst expectations. Revenue increased 26.5% to $4.3 billion, missing estimates by $30 million. Adjusted book value, excluding foreign currency remeasurement, was $21.8 billion, or $42.71 per share, as of March 31, 2026, compared with $23.1 billion, or $42.61 per share, at March 31, 2025.


  • Canadian National Railway Company (TSE:CNR) Reports First Quarter Results; CNR reported non-GAAP EPS of C$1.80 for the quarter ended March 31, down from C$1.85 in the prior-year period and missing analyst expectations by C$0.01. Revenue declined 0.5% year over year to C$4.38 billion, falling short of estimates by C$20 million. The operating ratio was 64.6%, an increase of 120 basis points, while the adjusted operating ratio rose 80 basis points to 64.2%.



April 30, 2026


  • Aktia Bank Plc's (AKTIA) Interim Report January-March 2026; AKTIA reported first-quarter comparable EPS of €0.19, down 39% year over year and missing analyst expectations by €0.08. Total operating income declined 12% to €64.8 million, falling €17.3 million short of estimates. Credit losses decreased by 41% to €1.7 million, better than the €2.9 million forecast. The CET1 ratio improved to 12.8%, up from 12.6% in the previous quarter.


  • Unilever PLC (AMS:UNA) Reports First Quarter 2026 Results; UNA reported first-quarter sales of €12.6 billion, representing a 3.3% year-over-year decline. Underlying sales growth was 3.8%, driven by a 2.9% increase in volume and a 0.9% contribution from pricing. This exceeded company consensus estimates, which called for 3.6% underlying growth and 1.8% volume growth. The full-year outlook remains unchanged, with organic growth expected at the lower end of the 4%–6% range, including at least 2% volume growth and a slight improvement in operating margin.


  • ConocoPhillips (COP) Announces First-Quarter 2026 Results; COP reported fourth-quarter non-GAAP EPS of $1.89, exceeding analyst expectations by $0.20 but representing a 9.6% year-over-year decline. Management provided 2026 production guidance of 2.295–2.325 million barrels of oil equivalent per day (MMBOED). For the second quarter, production guidance excludes Qatar due to uncertainty surrounding the Middle East conflict, with expected output of 2.185–2.215 MMBOED.


  • Bristol-Myers Squibb Company (BMY) Reports First Quarter Financial Results for 2026; BMY reported first-quarter non-GAAP EPS of $1.58, down 12% year over year but exceeding analyst expectations by $0.16. Revenue totaled $11.5 billion, up 2.7% from the prior-year period and $580 million above estimates. For 2026, management reaffirmed its revenue guidance of approximately $46.0–$47.5 billion and non-GAAP EPS guidance of $6.05–$6.35.


  • Amgen Inc. (AMGN) Reports First Quarter 2026 Financial Results; AMGN reported first-quarter non-GAAP EPS of $5.15, up 5% year over year and exceeding analyst expectations by $0.38. Revenue increased 5.8% to $8.62 billion, beating estimates by $50 million. For 2026, management expects total revenue of $37.1–$38.5 billion and non-GAAP EPS of $21.70–$23.10.


  • Cardinal Health, Inc. (CAH) Reports Third Quarter Fiscal Year 2026 Results; CAH reported third-quarter non-GAAP EPS of $3.17, up 35% year over year and exceeding analyst expectations by $0.38. Revenue totaled $60.9 billion, missing estimates by $1.34 billion but rising 10.9% compared to the prior-year period. Management raised its fiscal 2026 non-GAAP EPS guidance to $10.70–$10.80 from $10.15–$10.35. Adjusted free cash flow guidance was also increased and narrowed to $3.3–$3.7 billion, from $3.0–$3.5 billion previously.


  • Altria Group, Inc. (MO) Reports 2026 First-Quarter Results; MO reported first-quarter non-GAAP EPS of $1.32, up 7.3% year over year and exceeding analyst expectations by $0.07. Revenue increased 5.3% to $4.76 billion, beating estimates by $180 million. Looking ahead, management continues to expect full-year 2026 adjusted diluted EPS of $5.56–$5.72, implying 2.5%–5.5% growth from the 2025 base of $5.42.


  • The Hershey Company (HSY) Reports First-Quarter 2026 Financial Results; HSY reported first-quarter non-GAAP EPS of $2.35, representing 12.4% year-over-year growth and a $0.31 beat versus analyst expectations. Revenue increased 10.3% to $3.1 billion, exceeding estimates by $70 million. Management reaffirmed its full-year 2026 outlook, expecting adjusted diluted EPS of $8.20–$8.52, reflecting 30%–35% growth compared with 2025.


  • Smurfit Westrock Plc (SW) Reports First Quarter 2026 Results; SW reported Q1 non-GAAP EPS of $0.33, down 51.5% YoY and $0.07 below expectations. Revenue rose 0.7% to $7.71 billion, beating estimates by $180 million. The company guides Q2 EBITDA to $1.1–$1.2 billion and FY2026 EBITDA to $5.0–$5.3 billion.


  • Illinois Tool Works Inc. (ITW) Reports First Quarter 2026 Results; ITW reported first-quarter GAAP EPS of $2.66, up 12% year over year and exceeding analyst expectations by $0.10. Revenue increased 4.7% to $4.02 billion, beating estimates by $10 million. For 2026, management raised GAAP EPS guidance by $0.10 to a range of $11.10–$11.50.


  • General Dynamics Land Systems, a subsidiary of General Dynamics Corporation (GD), received a contract valued at approximately $716.2 million to deliver long-term sustainment services for U.S. Army vehicles, including maintenance, field support, upgrades, training, and program management.


  • RTX Corporation (RTX) received a $335.11M contract modification to continue manufacturing, assembling, testing, and delivering Standard Missile-6 tactical missiles (all-up rounds) for the U.S. Navy.


  • L3Harris Technologies, Inc. (LHX) Reports First Quarter 2026 Results; LHX reported first-quarter GAAP EPS of $2.72, representing a 33% year-over-year increase and $0.20 above analyst expectations. Revenue totaled $5.7 billion, up 11.8% year over year and $290 million ahead of estimates. Looking ahead to 2026, management guides revenue of $23.0 billion to $23.5 billion, diluted EPS of $11.40–$11.60.


  • T. Rowe Price Group, Inc. (TROW) Reports First Quarter 2026 Results; TROW reported first-quarter non-GAAP EPS of $2.52, representing a 13% year-over-year increase and $0.17 above analyst expectations. Revenue rose 5.7% year over year to $1.86 billion, beating estimates by $10 million. During Q1 2026, assets under management (AUM) decreased $65.9 billion to $1.7 trillion.


  • Air Products and Chemicals, Inc. (APD) Reports Fiscal 2026 Second Quarter Results; APD reported second-quarter non-GAAP EPS of $3.20, representing 19% year-over-year growth and a $0.14 beat versus analyst expectations. Revenue increased 8.6% to $3.17 billion, exceeding estimates by $100 million. Management updated its fiscal 2026 outlook, projecting adjusted EPS of $13.00–$13.25, and provided third-quarter guidance of $3.25–$3.35.


  • NNN REIT, Inc. (NNN) Announces First Quarter 2026 Results; NNN reported first-quarter AFFO of $0.87 per share, unchanged year over year and in line with analyst expectations. Revenue increased 4.1% to $240.42 million, beating estimates by $2.03 million. Portfolio occupancy rose to 98.6%, up 30 basis points from the prior quarter and 90 basis points year over year, with a weighted average remaining lease term of 10.1 years. Management raised AFFO per share guidance to a range of $3.53–$3.59.


May 1, 2026


  • Dominion Energy, Inc. (D) Announces First-Quarter 2026 Results; D reported first-quarter non-GAAP EPS of $0.95, representing 2.2% year-over-year growth and a $0.04 beat versus analyst expectations. Revenue increased 23.0% to $5.02 billion, exceeding estimates by $600 million. Management reaffirmed its full-year 2026 operating earnings guidance of $3.45–$3.69 per share, implying a midpoint of $3.57.




  • RTX Corporation (RTX) Increases Quarterly Cash Dividend; RTX announced today that its board of directors declared a dividend of 73 cents per outstanding share of RTX common stock, which represents an increase of 7.4 percent over the prior quarter's dividend amount. The dividend will be payable on June 11, 2026 to shareowners of record at the close of business on May 22, 2026.


  • RTX Corporation (RTX) received a $441.6M contract modification for procurement of PATRIOT GEM-T missiles supporting Operation Epic Fury.


  • Magna International Inc. (MGA) Announces First Quarter 2026 Results; MGA reported first-quarter non-GAAP EPS of $1.38, representing 77% year-over-year growth and a $0.37 beat versus analyst expectations. Revenue increased 3.0% to $10.4 billion, exceeding estimates by $130 million. Management updated its 2026 outlook, projecting total sales of $41.5–$43.1 billion and adjusted diluted EPS of $6.25–$7.25.



  • TC Energy Corporation (TRP) Reports First Quarter Results; TRP reported first-quarter non-GAAP EPS of C$0.86, representing an 8.5% year-over-year decline but a C$0.13 beat versus analyst expectations. Revenue increased 6.6% to C$3.86 billion, falling short of the C$4.36 billion consensus estimate. Comparable EBITDA improved to $3.1 billion, compared with $2.7 billion in the prior-year quarter. Management expects both comparable EBITDA and comparable EPS to grow in 2026, with comparable EBITDA projected in the range of $11.6–$11.8 billion.



Articles that caught my attention:





Thanks for stopping by!


Posted by
Labels: , ,

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)