Sunday, June 7, 2026

Week in Review 23/26

 



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:



June 1, 2026


  • €29.46 – Essential Utilities, Inc. (WTRG)
  • €28.04 – H2O America (HTO)
  • €18.27 – WEC Energy Group, Inc. (WEC)
  • €37.72 – Pinnacle West Capital Corporation (PNW)
  • €16.11 – ConocoPhillips (COP)
  • €83.84 – Target Corporation (TGT)
  • €4.27 – Visa Inc. (V)
  • €29.17 – Aflac Incorporated (AFL)
  • €31.667 – Magna International Inc. (MGA)


June 2, 2026


  • €93.13 – NN Group N.V. (AMS:NN)
  • €10.38 – Metro Inc. (MRU:CU)
  • €100.87 – Enbridge Inc. (ENB)
  • €50.29 – Fortis Inc. (FTS)
  • €34.19 – Canadian Utilities Limited (TSE:CU)


June 4, 2026


  • €83.19 – United Parcel Service, Inc. (UPS)


June 5, 2026


  • €15.87 – Amgen Inc. (AMGN)



Week 23: Total net dividends €666.46



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



Portfolio Holdings News:



June 2, 2026


  • BW LPG Limited (BWLP) Reports Financial Results for Q1 2026; BWLP reported GAAP EPS of $1.08 for the quarter, up from $0.30 in the prior-year period. Revenue totaled $339.86 million, exceeding analyst estimates by $1.45 million. Time Charter Equivalent (TCE) income from Shipping increased to $197.7 million in Q1 2026 from $158.7 million in Q1 2025. For Q2 2026, the company has secured approximately 85% of available operating days at an average rate of roughly $81,000 per day.


  • General Mills, Inc. (GIS) to Sell Häagen-Dazs Shops in Mainland China to Investor Group Including Ningji; GIS announced that it has entered into a definitive agreement to sell its Häagen-Dazs shops in Mainland China to an investor group including Ningji, a Chinese company that operates one of the fastest growing tea brands in China with a network of more than 3,000 premium quick-service retail tea shops. The proposed transaction is expected to close in calendar 2026, subject to receipt of requisite regulatory approvals and other customary closing conditions. The financial terms of the transaction were not disclosed.


  • Philip Morris International Inc. (PM) Updates 2026 Full-Year Diluted EPS Forecast for Currency and Non-Cash Impairment Only; PMI updated its full-year 2026 reported diluted EPS forecast to a range of $7.18–$7.33, reflecting the impact of foreign exchange movements and a non-cash impairment charge related to RBH. Excluding total adjustments of $1.13 per share, management forecasts adjusted diluted EPS of $8.31–$8.46, representing year-over-year growth of 10.2%–12.2% versus 2025 adjusted diluted EPS of $7.54. Excluding the favorable currency impact of approximately $0.20 per share at current exchange rates, the projected adjusted EPS growth rate would be 7.5%–9.5%.


  • RTX Corporation's (RTX) Missiles and Defense (RTX) announced a $515.8M cost-only contract modification to support integration and production of the AN/SPY-6V Air and Missile Defense Radar system. The contract supports the U.S. Navy (74%) and Germany (26%) under FMS, with scope open for potential future foreign customers.


June 3, 2026





Articles that caught my attention:





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