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 14, 2026
€15.78 –
Avista Corporation (AVA)
September 15, 2026
€28.07 – NextEra
Energy, Inc. (NEE)€14.01 – The
Hershey Company (HSY)€34.01 – Main
Street Capital Corporation (MAIN)€33.08 – Realty
Income Corporation (O)
September 16, 2026
€45.91 – BW LPG
Limited (BWLPG)€24.46 – Duke
Energy Corporation (DUK)€18.92 – Viatris
Inc. (VTRS)€23.91 –
McDonald’s Corporation (MCD)
September 17, 2026
€22.64 – The
Home Depot, Inc. (HD)
September 18, 2026
€12.14 –
L3Harris Technologies, Inc. (LHX)
Week 38: Total net
dividends €272.93
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
September 14, 2026
Kesko
Corporation’s (KESKO) Sales in August; KESKO’s sales
increased by 5.4% in August, or 4.8% on a comparable basis. Sales
grew across all three divisions. Grocery trade sales increased by
2.3%, while building and technical trade sales rose 8.3% on a
comparable basis, driven by particularly strong growth in technical
trade, which increased 12.9%. In car trade, sales grew in both new
and used cars, resulting in overall sales growth of 5.3%.
Lockheed Martin
Corporation (LMT) won
a $1.21B U.S. Army IDIQ contract for the Precision Strike Missile
Increment 2 Early Operational Capability program.
September 16, 2026
Neste
Corporation (NESTE) and United Airlines extended agreements for
sustainable aviation fuel (SAF) supply in the US and the Netherlands;
NESTE and United Airlines extended their existing agreement on the
supply of sustainable aviation fuel (SAF) blended with conventional
jet fuel to flights departing Chicago O’Hare International Airport
in the United States and Amsterdam Airport Schiphol in the
Netherlands. The extension of the agreement reinforces the long-term,
strategic collaboration between Neste and United, highlighting a
shared ambition of contributing to greenhouse gas (GHG) emissions
reduction from aviation through the deployment of SAF.
September 17, 2026
NCC
AB (NCC) to build office in Denmark for SEK 1.2 billion; NCC has
been commissioned by the pension provider Velliv to refurbish and
remodel a 33,000 square meter office complex in Lyngby, north of
Copenhagen in Denmark. The order value is approximately SEK 1.2
billion.
Texas
Instruments Incorporated (TXN) Increases Quarterly Dividend; TXN
said it will raise its quarterly cash dividend 7%, from $1.42 per
share to $1.52, or $6.08 annualized. The higher dividend will be
payable November 10, 2026, to stockholders of record on October 30,
2026, contingent upon formal declaration by the board of directors at
its regular meeting in October.
McDonald’s
Corporation (MCD) Increases Quarterly Dividend; MCD’s Board of
Directors declared a quarterly cash dividend of $1.93 per share of
common stock, a 4% increase over the Company’s previous quarterly
dividend. The dividend is payable on December 15, 2026 to
shareholders of record at the close of business on December 1, 2026.
The new quarterly dividend of $1.93 per share is equivalent to $7.72
annually.
Sikorsky, a
Lockheed Martin Corporation (LMT), received
a $234.46M U.S. Army contract modification to procure 16 UH-60M Black
Hawk helicopters.
September 18, 2026
Philip
Morris International Inc. (PM) Increases Quarterly Dividend; The
Board of Directors of PM has increased the company’s regular
quarterly dividend by 8.8% to an annualized rate of $6.40 per share.
The new quarterly dividend of $1.60 per share, up from $1.47 per
share, is payable on October 26, 2026, to shareholders of record as
of October 2, 2026. The ex-dividend date is October 2, 2026.
W.
P. Carey Inc. (WPC) Increases Quarterly Dividend; WPC reported
that its Board of Directors increased its quarterly cash dividend to
$0.950 per share, equivalent to an annualized dividend rate of $3.80
per share. The dividend is payable on October 15, 2026 to
stockholders of record as of September 30, 2026.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Regency Centers (REG) by Jason
Fieber at Daily Trade AlertAre
we in for an extended bout of high inflation? I don’t know. You
don’t know by Dale Roberts at Cut the Crap InvestingVICI
Properties: I’m Doubling Down As The Market Overpanicked About Tenant
Privatization by Cash Flow Venue at Seeking AlphaCanada’s
Blue-Chip Titans, Ranked: The Biggest Company in Every Industry
(2026) by Dan Kent at Stocktrades2
Dividend Growth Stocks I’d Buy Right Now by Leo Nelissen at
Seeking AlphaPension
to LIRA: 9 Years of Real Returns, No New Money – Dividend Income
Report by Mike at The Dividend Guy BlogBlackstone
Now Offers Yield Plus Growth That Is Too Big To Ignore by Samuel
Smith at Seeking AlphaThe
Dividend Kings Ranked By Quality Scores (September 2026) by
FerdiS at Seeking AlphaSysco
Corporation (SYY) Dividend Stock Analysis by D4L at Dividend
Growth Stocks
Thanks for
stopping by!