Week in Review 38/26

 

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:

September 14, 2026

• €15.78 – Avista Corporation (AVA)

September 15, 2026

• €28.07 - NextEra Energy, Inc. (NEE)
• €14.01 - The Hershey Company (HSY)
• €34.01 - Main Street Capital Corporation (MAIN)
• €33.08 - Realty Income Corporation (O)

September 16, 2026

• €45.91 - BW LPG Limited (BWLPG)
• €24.46 - Duke Energy Corporation (DUK)
• €18.92 - Viatris Inc. (VTRS)
• €23.91 - McDonald's Corporation (MCD)

September 17, 2026

• €22.64 - The Home Depot, Inc. (HD)

September 18, 2026

• €12.14 - L3Harris Technologies, Inc. (LHX)

Week 38: Total net dividends €272.93

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

Portfolio Holdings News:

September 14, 2026

• Kesko Corporation’s (KESKO) Sales in August; KESKO’s sales increased by 5.4% in August, or 4.8% on a comparable basis. Sales grew across all three divisions. Grocery trade sales increased by 2.3%, while building and technical trade sales rose 8.3% on a comparable basis, driven by particularly strong growth in technical trade, which increased 12.9%. In car trade, sales grew in both new and used cars, resulting in overall sales growth of 5.3%.

• Lockheed Martin Corporation (LMT) won a $1.21B U.S. Army IDIQ contract for the Precision Strike Missile Increment 2 Early Operational Capability program.

September 16, 2026

• Neste Corporation (NESTE) and United Airlines extended agreements for sustainable aviation fuel (SAF) supply in the US and the Netherlands; NESTE and United Airlines extended their existing agreement on the supply of sustainable aviation fuel (SAF) blended with conventional jet fuel to flights departing Chicago O’Hare International Airport in the United States and Amsterdam Airport Schiphol in the Netherlands. The extension of the agreement reinforces the long-term, strategic collaboration between Neste and United, highlighting a shared ambition of contributing to greenhouse gas (GHG) emissions reduction from aviation through the deployment of SAF.

September 17, 2026

• NCC AB (NCC) to build office in Denmark for SEK 1.2 billion; NCC has been commissioned by the pension provider Velliv to refurbish and remodel a 33,000 square meter office complex in Lyngby, north of Copenhagen in Denmark. The order value is approximately SEK 1.2 billion.

• Texas Instruments Incorporated (TXN) Increases Quarterly Dividend; TXN said it will raise its quarterly cash dividend 7%, from $1.42 per share to $1.52, or $6.08 annualized. The higher dividend will be payable November 10, 2026, to stockholders of record on October 30, 2026, contingent upon formal declaration by the board of directors at its regular meeting in October.

• McDonald's Corporation (MCD) Increases Quarterly Dividend; MCD's Board of Directors declared a quarterly cash dividend of $1.93 per share of common stock, a 4% increase over the Company’s previous quarterly dividend. The dividend is payable on December 15, 2026 to shareholders of record at the close of business on December 1, 2026. The new quarterly dividend of $1.93 per share is equivalent to $7.72 annually.

• Sikorsky, a Lockheed Martin Corporation (LMT), received a $234.46M U.S. Army contract modification to procure 16 UH-60M Black Hawk helicopters.

September 18, 2026

• Philip Morris International Inc. (PM) Increases Quarterly Dividend; The Board of Directors of PM has increased the company’s regular quarterly dividend by 8.8% to an annualized rate of $6.40 per share. The new quarterly dividend of $1.60 per share, up from $1.47 per share, is payable on October 26, 2026, to shareholders of record as of October 2, 2026. The ex-dividend date is October 2, 2026.

• W. P. Carey Inc. (WPC) Increases Quarterly Dividend; WPC reported that its Board of Directors increased its quarterly cash dividend to $0.950 per share, equivalent to an annualized dividend rate of $3.80 per share. The dividend is payable on October 15, 2026 to stockholders of record as of September 30, 2026.

Articles that caught my attention:

• Undervalued Dividend Growth Stock of the Week: Regency Centers (REG) by Jason Fieber at Daily Trade Alert
• Are we in for an extended bout of high inflation? I don’t know. You don’t know by Dale Roberts at Cut the Crap Investing
• VICI Properties: I'm Doubling Down As The Market Overpanicked About Tenant Privatization by Cash Flow Venue at Seeking Alpha
• Canada’s Blue-Chip Titans, Ranked: The Biggest Company in Every Industry (2026) by Dan Kent at Stocktrades
• 2 Dividend Growth Stocks I'd Buy Right Now by Leo Nelissen at Seeking Alpha
• Pension to LIRA: 9 Years of Real Returns, No New Money – Dividend Income Report by Mike at The Dividend Guy Blog
• Blackstone Now Offers Yield Plus Growth That Is Too Big To Ignore by Samuel Smith at Seeking Alpha
• The Dividend Kings Ranked By Quality Scores (September 2026) by FerdiS at Seeking Alpha
• Sysco Corporation (SYY) Dividend Stock Analysis by D4L at Dividend Growth Stocks

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