Dividend Talk

Earnings season is in full swing, and this week on Dividend Talk it’s all about what recent earnings and dividend announcements really mean for long-term dividend investing.
The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, Sanofi, ABB, KPN, and others. We break down what’s driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
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Disclaimer: Educational content only. Not financial advice.

In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.
We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record.
Along the way, we also discuss:
Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero Energy
Whether Europe’s proposed wealth and unrealised gains taxes threaten long-term compounding
What Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investors
The role of gold, Bitcoin, and defensive assets in adividend-focused portfolio
ETF-based global dividend strategies vs.individual stock selection
How we personally size positions and manageportfolio risk
Whether owning highly profitable dividend payersraises ethical questions
Listener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples)https://dividendtalk.eu/download-your-free-samples/
Stay Updated:
Twitter - ⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠
Join ourFacebook Community - ⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠
Join our Discord group - https://discord.gg/nJyt9KWAB5
Disclaimer: Educational content only. Not financial advice.

How do you get kids interested in money, saving, and investing without boring them?
In this episode of the Dividend Talk Podcast, we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way.
We share real experiences on saving habits, stock gifting, compound interest, ETFs, avoiding debt traps, and making investing relevant to kids’ everyday lives. We also cover recent dividend news, portfolio questions, and listener Q&A.
Topics include:
• Teaching kids about investing and money• Compound interest explained simply• Saving vs spending habits• Stock gifting and ETFs• Debt, loans, and financial discipline• Dividend investing and market insights
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
Stay Updated:
Twitter - ⁠⁠⁠@DividendTalk_⁠⁠⁠Twitter - ⁠⁠⁠@European_DGI⁠⁠⁠
Join our Facebook Community - ⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠
Join our Discord group - https://discord.gg/nJyt9KWAB5
Disclaimer: Educational content only. Not financial advice.

In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more.
And as always, they answer many questions from the community.
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/
Stay Updated:
Twitter - ⁠⁠@DividendTalk_⁠⁠Twitter - ⁠⁠@European_DGI⁠⁠
Join our Facebook Community - ⁠⁠Dividend Talk Facebook Group⁠⁠
Join our Discord group - https://discord.gg/nJyt9KWAB5

In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe.

We cover:
2025 portfolio returns & dividend income growth
Currency impact (USD vs EUR) on dividends
Biggest wins, mistakes & lessons learned
Dividend reinvestment & compounding in action
Tax questions, spin-offs & dividend growth tracking
Listener Q&A on stocks like Starbucks, Alphabet, HPQ & more
What we’ll do differently as dividend investors in 2026
Join our premium dividend newsletter for in-depth European stock deep dives, dividend safety analysis, and long-term portfolio thinking. -> Pricing - Dividend TalkConnect with other dividend investors on ⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠or ⁠⁠⁠⁠⁠⁠Discord⁠⁠ to share ideas, ask questions, and stay motivated.

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