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:
May 19, 2026
€18.11 – Texas
Instruments Incorporated (TXN)
May 21, 2026
€487.60 –
Mandatum plc (MANTA)
Week 21: Total net
dividends €506.72
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
May 18, 2026
Kesko
Corporation’s (KESKO) Sales in April; KESKO’s sales continued
to grow in April, in total by 7.7%. In the building and technical
trade division, sales grew strongly in all operating countries. In
the grocery trade division, sales decreased by 1.5%, but this was
primarily due to the fact that Easter-related wholesale mostly took
place in March this year, versus April in 2025.
NextEra
Energy, Inc. (NEE) and Dominion Energy, Inc. (D) to Combine, Creating
the World’s Largest Regulated Electric Utility Business and North
America’s Premier Energy Infrastructure Platform Benefiting
Customers; NEE and D announced a definitive agreement to combine
through an all-stock transaction. Under the agreement, D shareholders
will receive a fixed exchange ratio of 0.8138 NEE shares for each D
share held at closing. Following completion of the transaction, NEE
shareholders are expected to own approximately 74.5% of the combined
entity, while D shareholders will own approximately 25.5%. The boards
of directors of both companies unanimously approved the transaction,
which is anticipated to close within 12 to 18 months.
Lockheed Martin
Corporation’s (LMT) unit named Lockheed Martin Aeronautics won
an $879.1M firm-fixed-price order under a pre-existing agreement for
producing and delivering Lot 18–19 aircraft armament equipment.
May 19, 2026
The
Home Depot, Inc. (HD) Announces First Quarter Fiscal 2026 Results;
HD reported first-quarter non-GAAP EPS of $3.43, representing a 3.7%
year-over-year decline but a $0.02 beat versus analyst expectations.
Revenue totaled $41.8 billion, increasing 4.9% from the prior-year
quarter and exceeding estimates by $290 million. Management expects
fiscal 2026 total sales growth of approximately 2.5%–4.5% and
adjusted diluted EPS growth ranging from flat to 4% relative to
fiscal 2025 EPS of $14.69.
May 20, 2026
Target
Corporation (TGT) Reports First Quarter Earnings; TGT reported
first-quarter non-GAAP EPS of $1.71, up 31.5% year over year and
exceeding analyst expectations by $0.22. Revenue increased 6.7% to
$25.44 billion, beating estimates by $740 million. For full-year
2026, management now expects net sales growth centered around 4%,
which is 2 percentage points higher than its prior outlook. The
company previously guided for EPS of $7.50–$8.50 and now expects
results to come in near the high end of that range.
Golar
LNG Limited (GLNG) Interim results for the period ended March 31,
2026; GLNG reported quarterly adjusted earnings of $0.53 per
share for the period ended March 31, compared with $0.18 in the
prior-year quarter and above the consensus estimate of $0.41 per
share. Revenue increased 120.1% year over year to $137.55 million,
exceeding analyst expectations of $131.49 million.
Smurfit
Westrock Plc (SW) Announces Intention to Delist from the London Stock
Exchange; SW announces its intention to delist from the London
Stock Exchange (the “LSE”) (the “LSE Delisting”). Once the
LSE Delisting takes effect, the Company will be solely listed on the
New York Stock Exchange.
May 21, 2026
Flowers
Foods, Inc. (FLO) Reports First Quarter 2026 Results; FLO
reported first-quarter non-GAAP EPS of $0.29, representing a 17.1%
year-over-year decline but a $0.02 beat versus analyst expectations.
Revenue increased 1.3% to $1.57 billion, falling short of estimates
by $10 million. Management expects fiscal 2026 net sales of
approximately $5.163–$5.267 billion, implying a year-over-year
change of -1.8% to +0.2%, and adjusted diluted EPS of approximately
$0.80–$0.90. The company’s board of directors also declared a
quarterly dividend of $0.1250 per share, approximately 50% lower than
the previous dividend of $0.2475 per share.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Microsoft (MSFT) by Jason
Fieber at Daily Trade AlertThe
2026 Beat The TSX Portfolio has the energy to outpace the TSX
Composite by Dale Roberts at Cut the Crap InvestingMain
Street Capital: It’s Finally Time To Add (Rating Upgrade) by Cain
Lee at Seeking Alpha10
Low PEG Ratio Dividend Stocks by Bob Ciura at Sure DividendSCHD
After the Reconstitution: Has It Actually Delivered? by Dividend
DiplomatsCanadian
Natural Resources: Earnings Revealed Massive Rewards Via Buybacks
by Treading Softly at Seeking AlphaThe
Best US Financial Stocks for a Dividend Growth Portfolio by Mike
at The Dividend Guy BlogMy
Top Dividend Growth Picks In Each GICS Sector by FerdiS at
Seeking AlphaThe
Best All-in-One Exchange Traded Funds by Mark at My Own AdvisorThermo
Fisher – Attractive For Long-Term Investors by Charles Fournier
at Financial Freedom Is A JourneyNvidia
Is Becoming An Incredible Dividend Growth Compounder And Is
Undervalued by Steven Fiorillo at Seeking Alpha10
Best High Dividend Stocks For The Next 10 Years by Bob Ciura at
Sure DividendT.
Rowe Price Group Inc. (TROW) Dividend Stock Analysis by D4L at
Dividend Growth StocksThere
is no perfect portfolio by Mark at My Own Advisor
Thanks for
stopping by!