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:
June 23, 2025
€17.33 –
Dominion Energy, Inc. (D)€3.72 –
Kontoor Brands, Inc. (KTB)€69.79 –
Manulife Financial Corporation (MFC)
June 26, 2025
€14.18 –
QUALCOMM Incorporated (QCOM)
June 27, 2025
€25.35 – The
Kraft Heinz Company (KHC)€20.02 –
Gilead Sciences, Inc. (GILD)€41.85 –
Lockheed Martin Corporation (LMT)
Week 26: Total net
dividends €192.23
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
Portfolio Holdings
News:
June 23, 2025
Unilever
PLC (AMS:UNA) to Acquire Men’s Personal Care Brand Dr. Squatch;
UNA announced it has signed an agreement to acquire personal care
brand Dr. Squatch from growth equity firm Summit Partners. The
transaction is expected to close later this year, subject to
customary regulatory approvals and closing conditions.
General Dynamics
Corporation (GD) has been awarded
a $621.06M U.S. Army modification to contract for SGT Stout systems,
parts, services, and support.
June 24, 2025
RTX
Corporation’s (RTX) Raytheon awarded $250 million contract from MELCO
for ESSM Block 2 licensed production; RTX has been awarded a $250
million contract from Japan’s Mitsubishi Electric Corporation (MELCO)
for ESSM Block 2 licensed production. Under the Direct Commercial
Sale contract, Raytheon will provide missile kits, parts, and
components as well as technical support for missile production at
MELCO in Japan.
June 25, 2025
NCC
AB (NCC) completes Floravägen retirement home in Fagersta; NCC
has been commissioned by Fagersta Municipality and Norra Västmanlands
kommunalteknikförbund (NVK) to complete the construction of the
Floravägen retirement home in Fagersta. The project comprises a
retirement home with 100 residential suites, a kitchen, cafeteria and
common rooms as well as earthworks and a civil defense shelter. The
project is a turnkey contract in partnering form with an order value
of approximately SEK 160 million.
General
Mills, Inc. (GIS) Reports Fiscal 2025 Fourth-quarter and Full-year
Results and Provides Fiscal 2026 Outlook; GIS reported
fourth-quarter Non-GAAP earnings per share of $0.74, representing a
27% decline year-over-year, though it still beat analyst expectations
by $0.03. Revenue for the quarter fell 3.2% to $4.56 billion, falling
short of estimates by $40 million. For fiscal year 2026, management
issued the following guidance: Organic net sales are expected to
range from a 1% decline to a 1% increase. Adjusted diluted EPS is
projected to decline by 10% to 15% in constant currency, based on the
fiscal 2025 baseline EPS of $4.21.
General
Mills, Inc. (GIS) Increased Quarterly Dividend; GIS board of
directors declared a quarterly dividend of $0.61 per share, payable
August 1, 2025, to shareholders of record July 10, 2025. This
represents a 2 percent increase from the previous quarterly rate of
$0.60 per share.
Lockheed Martin
Corporation (LMT) has been awarded
a $250M modification to a previously awarded U.S. Navy contract.
June 26, 2025
General Dynamics
Corporation (GD) has been awarded
a $1.85B modification to a previously awarded U.S. Navy contract for
long lead time material and preliminary construction efforts
associated with Virginia-class Block VI submarines.
June 27, 2025
RTX Corporation
(RTX) has been awarded
a $279.2M U.S. Army contract to provide functional management support
for the land-based Phalanx Weapon System.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: United Parcel Service (UPS) by
Jason Fieber at Daily Trade AlertGot
oil and gas stocks? Plus, the Sunday Reads by Dale Roberts at Cut
the Crap Investing10
Attractive Dividend Stocks After The Iran Strikes by Bob Ciura at
Sure DividendHow
To Build A $1,000,000 Dividend Portfolio That Could Yield 11%+ In 15
Years by Frederik Mueller at Seeking AlphaIs
Royal Bank Stock a Buy Despite its Struggles in 2025? by Dan Kent
at Stocktrades CanadaNo
one cares more about your money than you do by Dividend Growth
InvestorDuke
Energy: Growth And Income All In One Package by Gen Alpha at
Seeking AlphaIs
BCE Stock a Buy After Its Dividend Cut? by Dan Kent at
Stocktrades Canada7
Lessons From 30 Years of Investing by Craig Stephens at Retire
Before DadAmgen,
Inc. (AMGN) Dividend Stock Analysis by D4L at Dividend Growth
StocksWhy
I Added Accenture To The FFJ Portfolio by Charles Fournier at
Financial Freedom Is A JourneyMy
Ultimate Sleep-Well-At-Night Dividend Portfolio For Retirees by
Leo Nelissen at Seeking Alpha10
Best Dividend Stocks Trading Near 52-Week Lows by Bob Ciura at
Sure DividendRollins
Avoids Tariff Headwinds by Charles Fournier at Financial Freedom
Is A Journey
Thanks for
stopping by!