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:
October 12, 2026
€22.57 –
Illinois Tool Works Inc. (ITW)
October 13, 2026
€22.53 –
Global X SuperDividend ETF (SDIV)
October 15, 2026
€23.89 –
Cardinal Health, Inc. (CAH)€35.26 – Main
Street Capital Corporation (MAIN)€43.63 – W. P.
Carey Inc. (WPC)€33.85– Realty
Income Corporation (O)
October 16, 2026
€78.74 – Tele
2 AB (TEL2)€11.15 – South
Bow Corporation (SOBO)€29.85 –
Algonquin Power & Utilities Corp. (AQN)
Week 42 Total net
dividends €301.47
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
October 12, 2026
Telia
Company AB (TELIA) proposes further localization of operations and
targets SEK 1 billion in annual gross savings; TELIA announced
plans to bring its operations closer to local markets, targeting
annual gross savings of SEK 1 billion. The efficiency measures are
expected to result in one-time costs of approximately SEK 600 million
in the fourth quarter of 2026, but should improve free cash flow in
the longer term, starting in 2028. As part of the restructuring, the
company plans to cut approximately 900 jobs. Management reiterated
its financial targets for the current year and the medium term.
T.
Rowe Price Group, Inc. (TROW) Reports Month-End Assets Under
Management For September 2026; TROW announced September month-end
assets under management of $1.86 trillion. Net outflows for September
2026 were $12.2 billion, including a large defined contribution
target date outflow. Net outflows for the quarter-ended September
2026 were $28.3 billion. Quarterly net flows include $1.2 billion of
manager-driven distributions.
October 13, 2026
AT&T
Inc. (T) to Sell AT&T Mexico to Grupo Televisa and Fintech
Holdings; T has reached an agreement to sell AT&T Mexico to
Grupo Televisa and Fintech Holdings for $2 billion in cash at
closing, subject to certain adjustments, plus additional contractual
and contingent benefits.
Johnson
& Johnson (JNJ) Reports Q3 2026 Results; JNJ reported
third-quarter non-GAAP EPS of $2.59, down 7.5% year over year but
exceeding analyst expectations by $0.06. Revenue increased 5.8% year
over year to $25.4 billion, in line with consensus estimates. Looking
ahead, the company raised its fiscal 2026 guidance, now expecting
reported sales of approximately $101.7 billion, representing 6.9%
growth at the midpoint, and adjusted operational EPS of
$10.95–$11.05.
Lockheed Martin
Corporation (LMT) secured
a $117.1M IDIQ U.S. Army contract for post-production support of
Generation II radar frequency interferometers used on Apache attack
helicopters.
RTX Corporation
(RTX) secured
an $8B maximum-ceiling contract from the U.S. Air Force Nuclear
Weapons Center. The contract is to modernize strategic communications
terminals, restart production, and conduct technical studies. The
10-year contract runs through October 12, 2036, with work in
Marlborough, Massachusetts, and Largo, Florida.
RTX
Corporation’s (RTX) Raytheon awarded $729 million in counter-drone
contracts for U.S., Qatar, and Jordan; Raytheon, an RTX business,
was awarded $729 million to deliver critical components of the LIDS
counter-drone system to the U.S. Army, Qatar and Jordan. LIDS – or
the Low, slow, small, unmanned aircraft Integrated Defeat System –
incorporates Raytheon’s Ku-band Radio Frequency Sensor (KuRFS) and
the Coyote® effector. These are the first international sales of
KuRFS and Coyote.
October 14, 2026
Kesko
Corporation’s (KESKO) Sales in September; KESKO’s sales
continued to grow in September, increasing by 4.8% overall. Sales
rose across all three divisions. Grocery trade sales increased by
2.2%, while building and technical trade sales grew by 5.3% on a
comparable basis, driven by particularly strong growth in technical
trade, which rose by 8.7%. In car trade, sales increased across new
and used cars as well as services, resulting in overall car trade
sales growth of 12.3%.
October 15, 2026
Nordea
Bank Abp (NDA) Reports Third-Quarter Results 2026; NDA reported
third-quarter EPS of €0.35, representing a 3% decrease from the
prior-year period and matching analyst expectations. Revenue rose 2%
year over year to €2.97 billion, missing consensus estimates by €11
million. Net interest income grew 1% to €1.78 billion, falling €6
million short of expectations. The bank’s Common Equity Tier 1 (CET1)
ratio remained stable at 15.8% at the end of the quarter. Looking
ahead, management reiterated its 2026 guidance for a return on equity
above 15% and a cost-to-income ratio of 44–45%.
NCC
AB (NCC) to construct swim center and bowling alley in Örkelljunga,
Sweden; NCC and Örkelljunga Municipality have signed an
agreement to construct a new swim center and bowling alley in
Örkelljunga. In the first phase, the parties have jointly planned,
designed and budgeted the project, which will now transition to the
construction phase. The project is a turnkey partnering contract with
an order value of approximately SEK 250 million.
NCC
AB (NCC) to construct school and preschool in Helsinki; NCC has
been commissioned by the City of Helsinki to refurbish and upgrade a
heritage-listed elementary school and a preschool in central
Helsinki. The order value is approximately SEK 170 million.
Prudential
Financial, Inc. (PRU) Estimates $140M Hit to Q3 Earnings from Japan;
PRU estimated that the suspension of sales at Prudential Japan will
reduce its Japan businesses’ third-quarter 2026 adjusted operating
income before tax by approximately $140 million.
Main
Street Capital Corporation (MAIN) Announces Preliminary Estimate of
Third Quarter 2026 Operating Results; MAIN provided preliminary
estimates for the third quarter of 2026, projecting net investment
income (NII) of $0.87–$0.91 per share, distributable net investment
income (DNII) of $0.94–$0.98 per share, and DNII before taxes of
$0.96–$1.00 per share. The company also estimated net asset value
(NAV) of $34.18–$34.26 per share as of September 30, 2026,
representing an increase of $0.26–$0.34 per share, or 0.8%–1.0%,
from $33.92 per share as of June 30, 2026. This increase reflects the
change in NAV after accounting for the supplemental dividend of $0.30
per share paid in September 2026.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Ameren (AEE) by Jason Fieber
at Daily Trade AlertSix
ways to lower your taxes in retirement by Dale Roberts at Cut the
Crap Investing10
Dividend Growth Stocks: October 2026 by FerdiS at Seeking Alpha10
Best Blue Chip Stocks Now by Nikolaos Sismanis at Sure DividendI
Ranked Canada’s Construction Stocks (There Are Some Bargains Here)
by Dan Kent at YoutubeThe
AI Bubble’s Biggest Problem by Samuel Smith at Seeking Alpha10
Falling knives or 10 buy opportunities? by Dividend Guy at
Youtube10
Best High Dividend Stocks For The Next 10 Years by Nikolaos
Sismanis at Sure DividendVerizon:
Rarely Is Income This Cheap; We Added $1420 Of Income by The
Value Portfolio at Seeking AlphaSpaceX
Starlink Mobile Crushes AT&T & Verizon Stock! Buy or Sell?
by Dividend Diplomats at YoutubeWhy
Does Stella-Jones Stock Keep Going Down? by Mike at The Dividend
Guy BlogWhere
to Find Durable Dividends in Today’s Stock Market by Dan
Lefkovitz at MorningstarVICI
Properties: Why I’m Buying The Tumble by Jussi Askola, CFA at
Seeking AlphaAbbott
Laboratories (ABT) Dividend Stock Analysis by D4L at Dividend
Growth Stocks
Thanks for
stopping by!