Sunday, November 15, 2026

Week in Review 46/26

 




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:



November 09, 2026


  • €18.11 – Air Products and Chemicals, Inc. (APD)


November 10, 2026


  • €91.93 – NCC AB (NCC)
  • €20.13 – Texas Instruments Incorporated (TXN)
  • €10.62 – Metro Inc. (TSE:MRU)


November 12, 2026


  • €24.30 – Global X SuperDividend ETF (SDIV)


November 13, 2026


  • €42.75 – General Dynamics Corporation (GD)


Week 46 Total net dividends €207.13


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



Portfolio Holdings News:



November 09, 2026


  • NCC AB (NCC) initiates construction of Regiment A 9 in Kristinehamn, Sweden; NCC has a partnering agreement with the Swedish Fortifications Agency to construct the Bergslagen Artillery Regiment A 9 base in Kristinehamn. The first subproject, involving time-sensitive, large-scale excavation mass handling, is now starting, with an order value of approximately SEK 300 million.


  • Royal Bank of Canada (RY) announces agreement to acquire Yarra Capital Management; RY announced it has entered into an agreement to acquire Yarra Capital Management Limited, an Australian active asset manager specializing in fixed income, equities, and alternative investment solutions. Founded in 2017 and operating out of Melbourne and Sydney, Yarra brings approximately 75 employees and roughly A$18 billion in assets under management (AUM) as of September 30, 2026. Financial terms of the transaction were not disclosed.


November 10, 2026


  • NCC AB (NCC) commences production phase for Trelleborg facility; NCC and Specialfastigheter are partnering to construct one of Sweden’s largest correctional facilities in Trelleborg for the tenant, the Swedish Prison and Probation Service. Since autumn 2025, the parties have collaborated closely to plan and design the project, which is being implemented in phases. Production is now commencing with the earth and groundworks and culvert construction phases, with a total order value of approximately SEK 500 million.


  • Mandatum plc (MANTA) Q3 2026 Interim Report; MANTA reported third-quarter 2026 EPS of €0.06, down from €0.09 in the prior-year period and in line with analyst expectations. Fee and commission income increased 11% year over year to €24.0 million, missing the €24.3 million consensus estimate. Client assets under management (AUM) rose 13% year over year to €16.8 billion, compared with €14.9 billion a year earlier.


  • General Dynamics Corporation's (GD) Information Technology business won a $56M contract boost from the U.S. Navy, raising the total contract value from $98.5M to $154.5M. The contract supports the Navy's plan, called Operation Cattle Drive, to bring all its older help desks under one service desk by October 1, 2027.


  • Realty Income Corporation (O) Increases Monthly Dividend; O declared an increase in its common stock monthly cash dividend to $0.2740 per share from $0.2715 per share. The dividend is payable on December 15, 2026, to stockholders of record as of November 30, 2026. The new monthly dividend represents an annualized dividend amount of $3.288 per share as compared to the prior annualized dividend amount of $3.258 per share.


November 11, 2026


  • Automatic Data Processing, Inc. (ADP) Increases Cash Dividend; ADP announced that its Board of Directors approved an 11.8% ($0.20 per share) increase to its quarterly cash dividend, raising the payout from $1.70 to $1.90 per share and lifting the annualized dividend rate to $7.60 per share. The increased quarterly dividend is payable on January 1, 2027, to shareholders of record as of December 11, 2026.



  • Power Corporation of Canada (TSE:POW) Reports Third Quarter 2026 Financial Results; POW reported third-quarter adjusted EPS of C$1.53, representing an increase from C$1.35 in the prior-year period and missing analyst expectations by C$0.08. As of June 30, 2026, adjusted net asset value per share had risen to C$113.28, an increase of 32.1% from the end of 2025. Book value per participating share also improved to C$38.26, compared with C$36.31 at December 31, 2025.


November 12, 2026




  • Cisco Systems, Inc. (CSCO) Reports First Quarter Earnings; CSCO reported first-quarter fiscal 2027 non-GAAP EPS of $1.40, surging 40.0% year over year and beating analyst consensus estimates by $0.07. Revenue rose 24.5% year over year to $18.52 billion, surpassing consensus expectations by $390 million. Looking ahead, management issued second-quarter fiscal 2027 guidance projecting revenue of $18.00 billion to $18.20 billion and non-GAAP EPS of $1.34 to $1.36. For full-year fiscal 2027, Cisco anticipates total revenue between $74.80 billion and $75.80 billion alongside non-GAAP EPS of $5.47 to $5.53.


  • Flowers Foods, Inc. (FLO) Reports Third Quarter 2026 Results; FLO reported third-quarter non-GAAP EPS of $0.10, down 23.1% year over year and $0.05 below analyst expectations. Revenue decreased 4.9% to $1.17 billion, missing estimates by $10 million. For fiscal 2026, management expects net sales of approximately $5.016–$5.063 billion, representing a decline of 4.6% to 3.7% from the prior year. The company also lowered its adjusted diluted EPS guidance to approximately $0.63–$0.68 per share from its previous range of $0.75–$0.85.


  • Aflac Incorporated (AFL) Increases Quarterly Dividend; AFL announced that its Board of Directors declared a first-quarter 2027 cash dividend of $0.64 per share, representing a 4.9% ($0.03 per share) increase over its fourth-quarter 2026 dividend of $0.61 per share and lifting the annualized payout rate to $2.56 per share. The dividend is payable on March 1, 2027, to shareholders of record as of the close of business on February 17, 2027.


November 13, 2026


  • Kesko Corporation’s sales in October; KESKO reported that group sales decreased 0.2% year over year in October 2026 to €1,200.2 million, reflecting one fewer delivery day compared with October 2025 across Kespro and all operating markets in building and technical trade. By division, grocery trade sales declined 1.9% year over year to €575.0 million, while building and technical trade sales grew 1.9% to €500.7 million and car trade sales edged up 0.2% to €127.4 million.


  • BW LPG Limited (BWLPG.OL) Announce Sale of BW Mistral; BWLPG announced an agreement to divest the 2015-built Very Large Gas Carrier (VLGC) BW Mistral, originally acquired through the 2024 Avance Gas fleet transaction. The divestiture is expected to generate approximately US$104.0 million in net cash proceeds and yield a net book gain of roughly US$37.0 million. The vessel will continue operating in the spot market to capture prevailing freight rates prior to its scheduled delivery to the buyer no later than mid-January 2027.



Articles that caught my attention:





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