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 15, 2025
€30.36 –
Unilever PLC (AMS:UNA)€25.02 –
NextEra Energy, Inc. (NEE)€15.53 –
Avista Corporation (AVA)€18.63 –
Viatris Inc. (VTRS)€13.03 – The
Hershey Company (HSY)€25.21 – Main
Street Capital Corporation (MAIN)€32.60 –
Realty Income Corporation (O)
September 16, 2025
€23.56 – Duke
Energy Corporation (DUK)€22.27 –
McDonald’s Corporation (MCD)
September 18, 2025
€10.40 – BW
LPG Limited (BWLP)€21.69 – The
Home Depot, Inc. (HD)
Week 38: Total net
dividends €238.31
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
September 15, 2025
L3Harris
Technologies, Inc. (LHX) Receives Multi-Year Javelin Solid Rocket
Motor Contract; LHX has received a contract valued up to $292
million to continue its role producing propulsion for the Javelin
weapon system. The award is the largest propulsion production
contract received to date for the Javelin program, representing a
production extension for five years.
Magna
International Inc. (MGA) Awarded Vehicle Assembly Business with
Chinese OEM XPENG; MGA has announced that XPENG, a Chinese smart
electric vehicle manufacturer, has selected the company to assemble
two new models for the European market. Serial production of these
new smart electric vehicles will begin in Q3 2025, marking the start
of a long-term collaboration for future models.
September 16, 2025
Lockheed Martin
Corporation’s (LMT) Aeronautics was awarded
a $211.3 million cost-plus-fixed-fee, firm-fixed-price, and
indefinite-delivery/indefinite-quantity contract action for technical
and engineering services for the C-5M Super Galaxy fleet.
RTX Corporation’s
(RTX) Pratt and Whitney Military Engines is awarded
a $670.22 million modification to a previously awarded
firm-fixed-price, cost-plus-fixed-fee,
indefinite-delivery/indefinite-quantity contract.
September 17, 2025
General
Mills, Inc. (GIS) Reports Fiscal 2026 First-quarter Results and
Reaffirms Full-year Outlook; GIS reported Q1 non-GAAP EPS of
$0.86, down 20% year-over-year but $0.04 above analyst expectations.
Revenue declined 7.0% to $4.5 billion, falling short of estimates by
$20 million. Management reaffirmed its full-year fiscal 2026 outlook,
expecting organic net sales to range between -1% and +1%, with
adjusted operating profit and adjusted diluted EPS projected to
decline 10% to 15% in constant currency.
September 18, 2025
Texas
Instruments Incorporated (TXN) Increases Quarterly Dividend; TXN
announced a 4.4% increase in its quarterly cash dividend, raising it
from $1.36 to $1.42 per share, or $5.68 annualized. The dividend will
be payable on November 12, 2025, to shareholders of record as of
October 31, 2025, subject to formal declaration by the board of
directors at its regular October meeting. This marks the company’s
22nd consecutive year of dividend increases.
RTX Corporation
(RTX) awarded a $216.38 million cost-plus-fixed-fee completion
contract modification to a previously awarded
contract for the procurement and development of special tooling and
special test equipment to increase production capacity of the
Standard Missile 6 (SM-6) All Up Round. RTX also awarded
a $219.88 million for a firm-fixed ceiling-priced delivery order
under a previously awarded performance-based contract for the
fulfillment of 1,719 requirements of 62 parts used on the MK99 fire
control system, and the Army Navy Joint Electronics Type Designation
Systems Water/Surface Ship, Radar, Surveillance and Control
Transmitter Group.
Capital
Power Corporation (TSE:CPX) executes new contract for Midland
Cogeneration Venture with Consumers Energy; CPX announced the
successful execution of a new long-term contract with improved
economic terms for Midland Cogeneration Venture (“MCV”) with
Consumers Energy, extending to 2040 and providing 10 years of
incremental contracted revenue.
September 19, 2025
Philip
Morris International Inc. (PM) Increases Quarterly Dividend; The
Board of Directors of PM has increased the company’s regular
quarterly dividend by 8.9% to an annualized rate of $5.88 per share.
The new quarterly dividend of $1.47 per share, up from $1.35 per
share, is payable on October 20, 2025, to shareholders of record as
of October 3, 2025. The ex-dividend date is October 3, 2025.
W.
P. Carey Inc. (WPC) Increases Quarterly Dividend; WPC reported
that its Board of Directors increased its quarterly cash dividend to
$0.910 per share, equivalent to an annualized dividend rate of $3.64
per share. The dividend is payable on October 15, 2025 to
stockholders of record as of September 30, 2025.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: FactSet Research (FDS) by
Jason Fieber at Daily Trade AlertCan
you retire on one million dollars in Canada? Plus, the Sunday Reads
by Dale Roberts at Cut the Crap InvestingSix
Dividend Growth Stocks Raising Dividends Last Week by Dividend
Growth InvestorPhilip
Morris: Smoking Hot Upward Trend Should Continue by Dividend
Appreciator at Seeking AlphaQ&A
with Mark from My Own Advisor – Reaching FIWOOT by Bob at
Tawcan10
Quality High Yield In Rose’s Income Garden Portfolio: 5 Winners To
Buy by RoseNose at Seeking Alpha10
Best Value Stocks For High Total Returns by Bob Ciura at Sure
DividendWas
National Bank’s Soft Quarter a Warning Sign, or a Buying
Opportunity? by Dan Kent at Stocktrades CanadaBefore
You Invest Another Penny, Check Out These 2 Dividend Gems by Leo
Nelissen at Seeking AlphaWhy
I Ignore Morningstar’s Review (What I Do Instead) [Podcast] by
Mike at The Dividend Guy BlogExxon
Mobil Corporation (XOM) Dividend Stock Analysis by D4L at
Dividend Growth StocksJPMorgan
Chase: 7.1% Dividend Raise + Reasonable Valuation = Long-Term
Dividend Compounder by The Dividend Collectuh at Seeking Alpha
Thanks for
stopping by!