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 21, 2026
- €27.45 – Unilever PLC (AMS:UNA)
- €17.11 – Dominion Energy, Inc. (D)
- €75.30 – Manulife Financial Corporation (TSE:MFC)
September 22, 2026
- €10.42 - Metro Inc. (TSE:MRU)
September 24, 2026
- €14.75 - QUALCOMM Incorporated (QCOM)
September 25, 2026
€45.02 - Lockheed Martin Corporation (LMT)
Week 39 Total net dividends €190.06
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
September 21, 2026
- NCC AB (NCC) to construct residential care facility in Turku; NCC has signed an agreement with Nordic Income+ (NIP), a fund managed by Urban Partners, to build a new residential care facility in Turku, Finland. The order value is approximately SEK 150 million.
- Lockheed Martin Corporation (LMT) Secures $1.2B Contract for Precision Strike Missile Increment 2 After Second Maritime Test; The U.S. Army has awarded LMT an indefinite delivery, indefinite quantity (IDIQ) contract worth up to $1.2 billion to produce Increment 2 of the Precision Strike Missile (PrSM), further strengthening the nation's Arsenal of Freedom after a second flight test demonstrated the missile's ability to engage moving maritime targets.
- TC Energy Corporation (TSE:TRP)Announces Sale of Guadalajara-Manzanillo Pipeline; TRP announced it has entered into an agreement to sell Energía Occidente de México (EOM), the entity that owns the Guadalajara-Manzanillo Pipeline, to affiliates of ESENTIA Energy Development, S.A.B. de C.V. (ESENTIA) for a gross purchase price of $560 million (US$400 million).
September 22, 2026
- Sampo plc (SAMPO) has reduced its ownership in NOBA; SAMPO announced that it has sold approximately 14.7 million shares in NOBA Bank Group AB (publ.) (“NOBA” or the “Company”) to institutional investors through an accelerated bookbuilding process. The share sale generated approximately €111 million in gross proceeds for Sampo. Following the transaction, Sampo holds approximately 50.1 million NOBA shares, representing a 10.01% ownership stake in the company.
- RTX Corporation (RTX) announced that it won a $105.6M firm-fixed-price contract modification for Advanced Medium Range Air-to-Air Missiles (AMRAAM) parts purchases. The work will be performed in Tucson, Arizona, with completion expected by August 31, 2027.
September 23, 2026
- NCC AB (NCC) and Hemsö to construct nursing home in Turku; NCC has been commissioned by Hemsö in Finland to construct a new nursing home in Turku. The order value is approximately SEK 200 million.
- QUALCOMM Incorporated (QCOM) to Acquire PickNik to Advance the Future of Open Robotics and Physical AI; QCOM announced its agreement to acquire PickNik Inc., an industry recognized robotics software company and longtime steward of MoveIt, one of the world's most widely adopted open-source robotics manipulation frameworks. Terms of the deal were not disclosed, though it is subject to customary closing conditions.
- General Mills, Inc. (GIS) Reports Fiscal 2027 First-quarter Results and Reaffirms Full-year Outlook; GIS reported first-quarter non-GAAP EPS of $0.75, representing a 13% decrease from the prior-year period but exceeding analyst expectations by $0.03. Revenue decreased 3% year over year to $4.61 billion, surpassing consensus estimates by $50 million. For fiscal 2027, management reaffirmed organic net sales to range from a decline of 1.5% to growth of 0.5%. Adjusted operating profit is projected to decrease by 13% to 8% in constant currency from the fiscal 2026 base of $2.8 billion, while adjusted diluted EPS is expected to be in the range of $3.00 to $3.20 per share.
- Smurfit Westrock Plc (SW) Announces Agreement to Acquire CMPC’s Chilean Containerboard and Corrugated Business; SW announced that it has agreed to acquire Empresas CMPC’s Chilean containerboard and corrugated business for $420 million. The acquisition includes a paper machine located in Santiago with annual production capacity of approximately 250,000 tons, strengthening the company’s regional paper system.
- L3Harris Technologies, Inc. (LHX) announced that it was awarded an $876.4 million contract modification by the U.S. Navy for the continued development of the Next-Generation Jammer Low Band system. The contract covers system development, demonstration test pods, cybersecurity, testing, software, and logistics support for the U.S. Navy and the Royal Australian Air Force.
September 24, 2026
- RTX Corporation's (RTX) Pratt & Whitney Canada signs four-year PW127M maintenance agreement with AirBorneo Airways; Pratt & Whitney Canada, an RTX (RTX) business, signed a four-year agreement with Malaysia's AirBorneo Airways to provide comprehensive maintenance, repair, and overhaul services (MRO) for the PW127M engines powering its ATR 72-500 regional turboprop fleet through 2030. AirBorneo deploys its ATR 72-500 aircraft to support the Rural Air Services network, providing vital regional air connectivity to remote communities across East Malaysia.
September 25, 2026
- NCC AB (NCC) to construct 70 kms of high-voltage power lines in Västra Götaland; NCC has signed a construction contract with Svenska kraftnät covering the Horred-Breared power line project. The project is the first construction contract under the Västra Götaland business package and has an approximate order value of SEK 1 billion.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: Yum! Brands (YUM) by Jason Fieber at Daily Trade Alert
- Why has the SCHD ETF outperformed so dramatically in 2026? by Dale Roberts at Cut the Crap Investing
- Very Bad News For REITs, But I Am Buying The Dip by Jussi Askola, CFA at Seeking Alpha
- 2026 Utility Stocks List | Top 10 Utility Stocks Now by Nikolaos Sismanis at Sure Dividend
- 3 Top Dividend Stocks. You Can Only Pick ONE by Dividend Diplomats at Youtube
- Why a 2% Dividend Yield Portfolio Beats a 25% One by Mike at The Dividend Guy Blog
- 10 Dividend Growth Stocks: September 2026 by FerdiS at Seeking Alpha
- Broken Business or Broken Stocks? 6 Beaten-Down Canadian Stocks Ranked by Dan Ken at Youtube
- I Wouldn't Let These Income Favorites Anywhere Near My Retirement by Leo Nelissen at Seeking Alpha
- Lessons Learned in Early Retirement (So Far) by Mark at My Own Advisor
Thanks for stopping by!
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