Week in Review 21/26

 

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:

May 19, 2026

• €18.11 – Texas Instruments Incorporated (TXN)

May 21, 2026

• €487.60 – Mandatum plc (MANTA)

Week 21: Total net dividends €506.72

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

Portfolio Holdings News:

May 18, 2026

• Kesko Corporation’s (KESKO) Sales in April; KESKO's sales continued to grow in April, in total by 7.7%. In the building and technical trade division, sales grew strongly in all operating countries. In the grocery trade division, sales decreased by 1.5%, but this was primarily due to the fact that Easter-related wholesale mostly took place in March this year, versus April in 2025.

• NextEra Energy, Inc. (NEE) and Dominion Energy, Inc. (D) to Combine, Creating the World's Largest Regulated Electric Utility Business and North America's Premier Energy Infrastructure Platform Benefiting Customers; NEE and D announced a definitive agreement to combine through an all-stock transaction. Under the agreement, D shareholders will receive a fixed exchange ratio of 0.8138 NEE shares for each D share held at closing. Following completion of the transaction, NEE shareholders are expected to own approximately 74.5% of the combined entity, while D shareholders will own approximately 25.5%. The boards of directors of both companies unanimously approved the transaction, which is anticipated to close within 12 to 18 months.

• Lockheed Martin Corporation's (LMT) unit named Lockheed Martin Aeronautics won an $879.1M firm-fixed-price order under a pre-existing agreement for producing and delivering Lot 18–19 aircraft armament equipment.

May 19, 2026

• The Home Depot, Inc. (HD) Announces First Quarter Fiscal 2026 Results; HD reported first-quarter non-GAAP EPS of $3.43, representing a 3.7% year-over-year decline but a $0.02 beat versus analyst expectations. Revenue totaled $41.8 billion, increasing 4.9% from the prior-year quarter and exceeding estimates by $290 million. Management expects fiscal 2026 total sales growth of approximately 2.5%–4.5% and adjusted diluted EPS growth ranging from flat to 4% relative to fiscal 2025 EPS of $14.69.

May 20, 2026

• Target Corporation (TGT) Reports First Quarter Earnings; TGT reported first-quarter non-GAAP EPS of $1.71, up 31.5% year over year and exceeding analyst expectations by $0.22. Revenue increased 6.7% to $25.44 billion, beating estimates by $740 million. For full-year 2026, management now expects net sales growth centered around 4%, which is 2 percentage points higher than its prior outlook. The company previously guided for EPS of $7.50–$8.50 and now expects results to come in near the high end of that range.

• Golar LNG Limited (GLNG) Interim results for the period ended March 31, 2026; GLNG reported quarterly adjusted earnings of $0.53 per share for the period ended March 31, compared with $0.18 in the prior-year quarter and above the consensus estimate of $0.41 per share. Revenue increased 120.1% year over year to $137.55 million, exceeding analyst expectations of $131.49 million.

• Smurfit Westrock Plc (SW) Announces Intention to Delist from the London Stock Exchange; SW announces its intention to delist from the London Stock Exchange (the “LSE”) (the “LSE Delisting”). Once the LSE Delisting takes effect, the Company will be solely listed on the New York Stock Exchange.

May 21, 2026

• Flowers Foods, Inc. (FLO) Reports First Quarter 2026 Results; FLO reported first-quarter non-GAAP EPS of $0.29, representing a 17.1% year-over-year decline but a $0.02 beat versus analyst expectations. Revenue increased 1.3% to $1.57 billion, falling short of estimates by $10 million. Management expects fiscal 2026 net sales of approximately $5.163–$5.267 billion, implying a year-over-year change of -1.8% to +0.2%, and adjusted diluted EPS of approximately $0.80–$0.90. The company’s board of directors also declared a quarterly dividend of $0.1250 per share, approximately 50% lower than the previous dividend of $0.2475 per share.

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: Microsoft (MSFT) by Jason Fieber at Daily Trade Alert
• The 2026 Beat The TSX Portfolio has the energy to outpace the TSX Composite by Dale Roberts at Cut the Crap Investing
• Main Street Capital: It's Finally Time To Add (Rating Upgrade) by Cain Lee at Seeking Alpha
• 10 Low PEG Ratio Dividend Stocks by Bob Ciura at Sure Dividend
• SCHD After the Reconstitution: Has It Actually Delivered? by Dividend Diplomats
• Canadian Natural Resources: Earnings Revealed Massive Rewards Via Buybacks by Treading Softly at Seeking Alpha
• The Best US Financial Stocks for a Dividend Growth Portfolio by Mike at The Dividend Guy Blog
• My Top Dividend Growth Picks In Each GICS Sector by FerdiS at Seeking Alpha
• The Best All-in-One Exchange Traded Funds by Mark at My Own Advisor
• Thermo Fisher – Attractive For Long-Term Investors by Charles Fournier at Financial Freedom Is A Journey
• Nvidia Is Becoming An Incredible Dividend Growth Compounder And Is Undervalued by Steven Fiorillo at Seeking Alpha
• 10 Best High Dividend Stocks For The Next 10 Years by Bob Ciura at Sure Dividend
• T. Rowe Price Group Inc. (TROW) Dividend Stock Analysis by D4L at Dividend Growth Stocks
• There is no perfect portfolio by Mark at My Own Advisor

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