Week in Review 26/26

 

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 22, 2026

• €17.08 – Dominion Energy, Inc. (D)
• €75.30 – Manulife Financial Corporation (TSE:MFC)

June 23, 2026

• €31.03 – BW LPG Limited (BWLP)

June 25, 2026

• €14.72 – QUALCOMM Incorporated (QCOM)

June 26, 2026

• €12.24 – L3Harris Technologies, Inc. (LHX)

Week 26: Total net dividends €150.38

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

Portfolio Holdings News:

June 22, 2026

• AbbVie Inc. (ABBV) to Acquire Apogee Therapeutics; ABBV and Apogee Therapeutics (NASDAQ: APGE) ("Apogee") announced they have entered into a definitive agreement under which AbbVie will acquire Apogee and its diverse pipeline of multiple clinical-stage candidates in development across inflammatory and immunological diseases, including atopic dermatitis (AD) and asthma. Under the terms of the transaction, AbbVie will acquire all outstanding shares of Apogee for $135.11 per share in cash. The transaction values Apogee at a total equity value of approximately $10.9 billion. The boards of directors of both companies have unanimously approved the transaction. This transaction is expected to close in the third quarter of 2026, subject to customary closing conditions, including Apogee shareholder approval and receipt of regulatory approvals.

• Digital Realty Trust, Inc. (DLR) Announces Transactions to Drive Continued Platform Growth; DLR announced a strategic expansion into the Kansas City market, alongside an increase in its ownership stake in Teraco to 77%. The data center REIT also disclosed plans to acquire Columbia Capital for approximately $485 million.

June 24, 2026

• QUALCOMM Incorporated (QCOM) to Acquire Modular; QCOM announced that it has reached an agreement to acquire Modular Inc, strengthening Qualcomm Technologies, Inc.’s software foundation for generative and agentic AI across data center and edge environments. The transaction is expected to close in the second half of 2026, subject to customary closing conditions and applicable regulatory approvals.

• Lockheed Martin Corporation (LMT) secures $35 billion multi-year THAAD contract; LMT Missiles and Fire Control, Dallas, Texas, secured a multi-year procurement sole-source, fixed-price incentive, undefinitized contract for the production of Terminal High Altitude Area Defense, or THAAD, Interceptors valued at $35.33 billion. Under this contract, the contractor will produce THAAD missile rounds, under fixed-price contract line-item numbers.

• RTX Corporation (RTX) announced that it won a $398.7M cost-reimbursement contract for the Advanced Medium Range Air-to-Air Missile (AMRAAM) program. The contract covers design and manufacturing validation work for the AMRAAM's D4/C9 variants ahead of production.

• L3Harris Technologies, Inc. (LHX) to Provide Communication Systems to Support German Forces; LHX said that it has received two Foreign Military Sales orders to supply its Falcon communications systems for Germany’s military modernization programme and special operations forces. The company said deliveries are expected this year. It did not disclose the value of the orders.

• Main Street Capital Corporation (MAIN) Announces Exit of Portfolio Investment; MAIN announced that it recently exited its debt investments and equity investment in Centre Technologies Holdings, LLC ("Centre" or the "Company") upon the completion of a majority recapitalization with a new financial sponsor. MAIN realized a gain of $46.4 million on the exit of its equity investment in Centre.

June 25, 2026

• General Dynamics Corporation's (GD) Land Systems won a $209.3M contract modification for the Abrams Engineering Program. The award increases the total value of the contract to nearly $849.9M. The program work will be carried out in Warren, Michigan, and is expected to run through Nov. 26, 2031.

June 26, 2026

• RTX Corporation's (RTX) Raytheon awarded $1.1 billion U.S. Navy contract to produce AIM-9X Block II missiles; Raytheon, an RTX business, was awarded a $1.1 billion contract from the U.S. Navy to produce AIM-9X Block II missiles to bolster U.S. military inventory and meet increased demand from allied nations. Under the contract, Raytheon will produce AIM-9X missiles along with associated hardware and software for U.S. and Foreign Military Sales customers.

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: Xylem (XYL) by Jason Fieber, Dividends at Daily Trade Alert
• Matching your investment portfolios to your retirement cash flow plan by Dale Roberts at Cut the Crap Investing
• ONEOK: Attractive Yield With Growth, Complementing Cash Flow With Writing Options by Cash Builder Opportunities at Seeking Alpha
• 10 Best High Dividend Stocks For The Next 10 Years by Bob Ciura at Sure Dividend
• My Favorite Strategy For The Next Decade Says Buy These 2 Stocks Now by Leo Nelissen at Seeking Alpha
• VICI Properties: Investors Are Misunderstanding A Historic Opportunity by Dividendology at Seeking Alpha
• The Dividend Payout Ratio is a Starting Point, not a Conclusion by Flippie at DivGro
• How to Find and Analyze Stocks to Buy by Mike at The Dividend Guy Blog
• Ares Capital: Buy This Blue Chip Bargain With 11% Yield (Upgrade) by Gen Alpha at Seeking Alpha
• 10 Best Dividend Stocks Trading Near 52-Week Lows by Bob Ciura at Sure Dividend
• Johnson & Johnson (JNJ) Dividend Stock Analysis by D4L at Dividend Growth Stocks
• Essential Utilities: Snatch Up This Dividend Champion Now by Kody's Dividends at Seeking Alpha

Thanks for stopping by!

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