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:
April 7, 2026
€149.00 –
Neste Corporation (NESTE)€101.36 –
Canadian Natural Resources Limited (CNQ)€41.13 – JPM
Global Equity Premium Income Active UCITS ETF (JGPI.DE)€15.14 – JPM
US Equity Premium Income Active UCITS ETF (JEIP.DE)€57.41 – JPM
Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)
April 8, 2026
€68.54 – Kesko
Corporation (KESKO)
April 9, 2026
€20.53 –
Illinois Tool Works Inc. (ITW)
Week 15: Total net
dividends €453.12
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
My Portfolio’s
Transactions:
April 10, 2026
I trimmed my
position in Eaton Corporation plc (ETN), selling 10 shares at $406.02
per share. At current exchange rates, this will reduce my expected
annual net dividend income by approximately €27.96.
Portfolio Holdings
News:
April 6, 2026
AbbVie
Inc. (ABBV) lowers Q1 and FY 2026 earnings outlook following $744M
R&D charge; ABBV announced that its first-quarter 2026
reported GAAP and adjusted non-GAAP earnings are expected to include
acquired IPR&D and milestone expenses of $744 million on a
pre-tax basis, negatively impacting both GAAP and adjusted diluted
EPS by $0.41. The company lowered its full-year 2026 adjusted diluted
EPS guidance to $13.96–$14.16 from $14.37–$14.57. First-quarter
guidance was also reduced to $2.56–$2.60 from $2.97–$3.01.
Raytheon, a
business unit of RTX Corporation (RTX), has been awarded
an undefinitized, not-to-exceed contract valued at approximately
$708.94 million for Small Diameter Bomb Increment II Lot 12. The
scope includes production, containers, test equipment, and spare
components.
April 7, 2026
Gilead
Sciences, Inc. (GILD) to Acquire Tubulis GmbH; GILD has entered
into a definitive agreement to acquire Tubulis GmbH, a privately
held, Germany-based clinical-stage biotechnology company focused on
next-generation antibody-drug conjugates (ADCs), enhancing its
oncology pipeline in areas of high unmet need. The transaction
includes an upfront cash payment of $3.15 billion, along with up to
$1.85 billion in contingent milestone payments. The acquisition is
expected to close in the second quarter of 2026.
General
Dynamics Corporation (GD) Land Systems Awarded Agreement for Next
Phase in Advanced Reconnaissance Vehicle Competition; General
Dynamics Land Systems has been awarded a $450 million agreement by
the U.S. Marine Corps for the Pre-Production Development (PPD) phase
of the Advanced Reconnaissance Vehicle (ARV) competition.
Pembina
Pipeline Corporation (TSE:PPL) Business Update Highlights Strategic
Focus and Growth Outlook; PPL expects to deliver 5%-7% compound
annual fee-based adjusted EBITDA per share growth through 2030,
supported by higher utilization of existing assets and contributions
from sanctioned new projects.
April 8, 2026
Lockheed Martin
Services, a subsidiary of Lockheed Martin Corporation (LMT), won
a $105M firm-fixed-price task order to support GPS IIIF launch and
on-orbit testing operations.
RTX
Corporation (RTX) secures Patriot deal with Netherlands to boost air
defense; Raytheon, an RTX business, was awarded a $627 million
contract to supply the Netherlands with Patriot® air and missile
defense system equipment. The direct commercial sales contract
includes radars, launchers, and command and control stations.
April 9, 2026
Unilever
PLC (AMS:UNA) to acquire U.S. Greens Supplement company Grüns;
UNA announced that it has signed an agreement to acquire Grüns, a
fast-growing VMS company with a leading position in the U.S. Greens
Supplement category.
Lockheed Martin
Corporation (LMT) was awarded
a $4.76B firm-fixed-price contract for the production of PAC-3
Missile Segment Enhancement missiles, including all incidental
services, hardware, equipment, technical planning, management, and
manufacturing efforts.
Magna
International Inc. (MGA) Announces Sale of its Lighting and Rooftop
Systems Businesses; MGA agreed to divest its Lighting business in
two transactions and its Rooftop Systems business in a third. A
global investment firm will acquire Lighting operations in the
Americas and China, while another firm will acquire European Lighting
and Rooftop Systems operations. All transactions are expected to
close in H2 2026.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Danaher (DHR) by Jason Fieber
at Daily Trade AlertGlobe
and Mail Retirement Cash Flow Review. Relying on inheritance by
Dale Roberts at Cut the Crap InvestingDividend
Harvesting Portfolio Week 266: $26,600 Allocated, $2,914 In Projected
Dividends by Steven Fiorillo at Seeking AlphaTop
10 Bear Market Stocks For Reliable Dividends by Bob Ciura at Sure
DividendReceiving
a dividend is not the same as selling stock by Dividend Growth
InvestorMy
10 REIT Portfolio That Pays Me $3,000 Each Month by Jussi Askola,
CFA at Seeking AlphaDividend
Investing: Yield Agnostic Investors Will Win by Mike at The
Dividend Guy BlogBroadcom:
Triad AI Deal Is A Game Changer by The Asian Investor at Seeking
Alpha10
Bargain Dividend Stocks For Value And Income by Bob Ciura at Sure
DividendThis
Dividend Stock Has Been a Disaster by Marc Lichtenfeld at Daily
Trade AlertRaytheon
Technologies Corporation (RTX) Dividend Stock Analysis by D4L at
Dividend Growth StocksPotential
$5,000 Monthly Income: 12 Investments To Buy And Hold For The Next 10
Years by Financially Free Investor at Seeking Alpha
Thanks for
stopping by!