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:
February 16, 2026
€25.31 – Main
Street Capital Corporation (MAIN)€32.05 – NNN
REIT, Inc. (NNN)€32.22 –
Realty Income Corporation (O)€47.29 – Emera
Incorporated (TSE:EMA)
February 17, 2026
€45.84 –
Kinder Morgan, Inc. (KMI)€16.56 – The
Procter & Gamble Company (PG)€87.19 –
AbbVie Inc. (ABBV)€18.81 – Ally
Financial Inc. (ALLY)€77.70 – Omega
Healthcare Investors, Inc. (OHI)
February 17, 2026
€58.12 – Unum
Group (UNM)
Week 8: Total net
dividends €441.09
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
February 17, 2026
General
Mills, Inc. (GIS) Updates Full-year Fiscal 2026 Outlook Amid
Challenging Consumer Environment; Management guides Organic net
sales to be down 1.5 to 2 percent, compared to the previous range of
down 1 percent to up 1 percent, Adjusted operating profit and
adjusted diluted EPS are now expected to be down 16 to 20 percent in
constant currency, compared to the previous range of down 10 to 15
percent in constant currency and Free cash flow conversion is still
expected to be at least 95 percent of adjusted after-tax earnings.
W.
P. Carey Inc. (WPC) Announces Pricing of Public Offering of Common
Stock; WPC has priced an underwritten public offering of 6M
shares of common stock, to be sold on a forward basis, for gross
proceeds of $432M. The underwriters have a 30-day option to purchase
up to an additional 900,000 shares.
February 18, 2026
Tieto
Corporation (TIETO) to sell two software businesses from Tieto
Indtech to EG; TIETO has signed an agreement to sell two of Tieto
Indtech’s software businesses to EG, an industry-specific software
provider operating in the Nordics. The businesses to be divested are
Edlevo, a leading provider of learning administration software to
Swedish and Finnish pre-schools and schools, and HR & Payroll, a
leading provider of HR and payroll software specific to public sector
customers in Sweden, covering customers in central government
organisations, universities, and municipalities.
Edison
International (EIX) Reports Fourth Quarter and Full-Year 2025
Results; EIX reported fourth-quarter non-GAAP EPS of $1.86, up
77% year over year and $0.41 above analyst expectations. Revenue
declined 9.4% to $5.21 billion, but still beat estimates by $593.77
million. Management introduced core EPS guidance of $5.90 to $6.20
for 2026 and $6.25 to $6.65 for 2027.
Nutrien
Ltd. (NTR) Reports Fourth Quarter and Full-Year 2025 Results; NTR
reported fourth-quarter non-GAAP EPS of $0.83, up 168% year over year
but $0.08 below analyst expectations. Revenue increased 5.1% to $5.34
billion, beating estimates by $30 million. For 2026, management
guides Retail adjusted EBITDA of $1.75 billion to $1.95 billion,
updating the prior range of $1.65 billion to $1.85 billion.
Nutrien
Ltd. (NTR) Increases Quarterly Dividend and Announces Intent to
Launch a New Share Repurchase Program; NTR announced that its
Board of Directors declared a quarterly dividend of US$0.55 per share
payable on April 16, 2026 to shareholders of record on March 31,
2026. This represents an approximately one percent increase from the
prior dividend declared on November 5, 2025. The Board also approved
the purchase of up to five percent of Nutrien’s issued and
outstanding common shares over a twelve-month period through a normal
course issuer bid (NCIB).
February 19, 2026
The
Coca-Cola Company (KO) Increases Quarterly Dividend; The Board of
Directors of KO declared a quarterly dividend of $0.53 per share,
representing a 3.9% increase from the prior dividend of $0.51. This
marks the company’s 64th consecutive annual dividend increase. The
first-quarter dividend is payable April 1 to shareowners of record as
of March 13.
Visa
Inc. (V) to Acquire Prisma Medios de Pago and Newpay in Argentina;
V announced that it has entered into a definitive agreement to
acquire Prisma Medios de Pago S.A.U. and Newpay S.A.U. in Argentina
from Advent International. The transaction is subject to closing
conditions and is expected to close in Visa’s fiscal second quarter
of 2026.
February 20, 2026
LyondellBasell
Industries N.V. (LYB) Recalibrates Quarterly Dividend; LYB
announced that its board of directors has declared a quarterly
dividend of $0.69 per share, marking a $0.68 per share decrease —
or a 49.6% reduction — compared with the company’s fourth-quarter
2025 dividend. The dividend will be paid on March 9, 2026, to
shareholders of record as of March 2, 2026. The stock will trade
ex-dividend on March 2, 2026.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: S&P Global (SPGI) by Jason
Fieber at Daily Trade AlertWhat
to do about your stocks that are flying high, on the Sunday Reads
by Dale Roberts at Cut the Crap InvestingI’m
Not Kidding: This Might Be The Best Market Of My Career by Leo
Nelissen at Seeking AlphaIntercontinental
Exchange – Recurring Revenue Diversification by Charles
Fournier at Financial Freedom Is A JourneyAres
Capital: This 10% Yielder Now May Be Worth Dipping Your Toe In
(Rating Upgrade) by Dividend Collection Agency at Seeking AlphaDividend
Income – January 2026 Update by Bob at Tawcan3
Dividend Growth Stocks for February 2026 by Bob Ciura at Dividend
PowerMicrosoft:
This AI Selloff Could Be The Buying Opportunity Investors Miss by
Dhierin Bechai at Seeking Alpha10
Stocks For Long-Term Passive Income by Bob Ciura at Sure DividendTop
25 High Dividend Stocks Yielding 4% to 10%+ by Simply Safe
DividendsTelus
Earnings Deep-Dive: Is it a Buy? [Podcast] by Mike at The
Dividend Guy Blog2026
Dividend Kings List: All 56 Ranked & Analyzed by Simply Safe
DividendsRealty
Income: Soon We’ll Have To Talk About $80 Per Share by Roberts
Berzins, CFA at Seeking AlphaVolatility
is Starting the Year – January 2026 Dividend Income Report by
Mike at The Dividend Guy BlogBuilding
Your First Portfolio? Every Beginner Should Know These Stocks by
Dan Kent at Stocktrades Canada10
Best High Dividend Stocks For The Next 10 Years by Bob Ciura at
Sure Dividend
Thanks for
stopping by!