Sunday, July 19, 2026

Week in Review 29/26

 



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:



July 13, 2026


  • €21.06 – Illinois Tool Works Inc. (ITW)
  • €22.02 – Global X SuperDividend ETF (SDIV)


July 15, 2026


  • €23.45 – Cardinal Health, Inc. (CAH)
  • €26.69 – Main Street Capital Corporation (MAIN)
  • €42.75 – W. P. Carey Inc. (WPC)
  • €33.45 – Realty Income Corporation (O)


July 16, 2026


  • €11.05 – South Bow Corporation (TSE:SOBO)
  • €29.56 – Algonquin Power & Utilities Corp. (TSE:AQN)


Week 29: Total net dividends €210.02



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



My Portfolio's Transactions:



July 14, 2026


  • I purchased 20 shares of PepsiCo, Inc. (PEP) at $136.80 per share plus commission.


At today’s exchange rate, this purchase is expected to increase my annual net dividend income by approximately €77.20. Following this acquisition, my portfolio now holds a total of 120 shares of PepsiCo, with an average purchase price of $87.70 per share and a yield on cost of 6.75%.


After the transaction, PEP represents approximately 1.56% of my portfolio by weight and contributes about 1.85% to my projected annual dividend income.



Portfolio Holdings News:



July 13, 2026




July 14, 2026


  • Kesko Corporation’s (KESKO) sales in June; KESKO's sales continued to grow in June, in total by 7.9%. Sales grew in all three divisions. Sales for the grocery trade division increased by 4.3%, sales for the building and technical trade division increased by 12.7% in comparable terms, and growth was particularly strong in technical trade, where it totalled 16.2% and In the car trade division, sales increased by 3.1%: sales grew in used cars and services, and decreased in new cars.


  • NCC AB (NCC) Interim Report for the second quarter 2026; NCC reported second-quarter net sales of SEK 14.22 billion, down 2.2% year over year from SEK 14.54 billion and broadly in line with the analyst consensus of SEK 14.29 billion. Operating profit declined to SEK 635 million from SEK 649 million a year earlier but came in slightly above expectations of SEK 630 million. Order intake increased to SEK 14.13 billion from SEK 13.39 billion in the prior-year quarter, exceeding analyst consensus by 3.6%. The order backlog stood at SEK 51.30 billion as of June 30, compared with SEK 51.48 billion a year earlier.


  • Duke Energy Corporation (DUK) Increases Quarterly Dividend; DUK announced a quarterly cash dividend of $1.085 per common share, representing an increase of $0.02, or 1.9%, from the previous dividend. The dividend will be paid on September 16, 2026, to shareholders of record as of the close of business on August 14, 2026.


July 15, 2026


  • Johnson & Johnson (JNJ) Reports Q2 2026 Results, Raises 2026 Outlook; JNJ reported second-quarter non-GAAP EPS of $2.90, representing a 4.7% increase from the prior-year period and exceeding analyst expectations by $0.05. Revenue rose 6.8% year over year to $25.31 billion, surpassing consensus estimates by $250 million. Looking ahead, the company increased its fiscal 2026 guidance, now expecting reported sales of approximately $101.1 billion, representing 7.3% growth at the midpoint, and raised its adjusted diluted EPS outlook by $0.13 to a midpoint of $11.68, implying 8.2% year-over-year growth.


  • NNN REIT, Inc. (NNN) Raises Quarterly Dividend; The Board of Directors of NNN announced a quarterly dividend of 62 cents per share payable August 14, 2026 to shareholders of record as of July 31, 2026. The 3.3 percent increase in the quarterly dividend marks the 37th consecutive annual dividend increase.


July 16, 2026


  • Nordea Bank Abp (NDA) Reports Second-Quarter Results; NDA reported second-quarter EPS of €0.36, representing a 3% increase from the prior-year period and matching analyst expectations. Revenue rose 4% year over year to €3.03 billion, surpassing consensus estimates by €52 million. Net interest income declined 1% to €1.78 billion, falling €6 million short of expectations. The bank's Common Equity Tier 1 (CET1) ratio remained stable at 15.7% at the end of the quarter. Looking ahead, management reiterated its 2026 guidance for a return on equity above 15% and a cost-to-income ratio of around 45%. In addition, the Board of Directors approved a mid-year dividend of €0.34 per share under the authorization granted by the Annual General Meeting on March 24, 2026.


  • Tele2 AB (TEL2) Reports Second Quarter 2026 Results; TEL2 reported second-quarter 2026 EPS of SEK 1.75, up from SEK 1.72 in the same period last year. Revenue increased 1.9% year over year to SEK 7.39 billion, in line with the analyst consensus of SEK 7.39 billion. Organic revenue growth was 2.0%. Operating profit rose to SEK 1.72 billion from SEK 1.71 billion a year earlier, while the operating margin edged down to 23.3% from 23.5%. Management reaffirmed its 2026 guidance, which calls for low single-digit organic growth in end-customer service revenue and low- to mid-single-digit organic growth in underlying EBITDA.




July 17, 2026


  • Orion Corporation (ORION) Interim Report April–June 2026; ORION reported second-quarter EPS of €1.00, representing a 69.7% year-over-year increase and beating by €0.09 analyst expectations. Net sales for April–June were €521.6 million, compared to €416.5 million in the prior-year period and above the €505 million consensus estimate. The company upgraded its 2026 outlook, increasing the revenue guidance range to €2,000–€2,100 million (previously €1,950–€2,100 million) and the operating profit range to €650–€750 million (previously €600–€750 million).



  • RTX Corporation (RTX) was awarded a $309.5M firm-fixed-price other transaction agreement for ground-based radar digitization and modernization efforts. The contract supports the creation of a common architecture and design for upgrading ground-based radars.



Articles that caught my attention:





Thanks for stopping by!


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