Dow Jones 30 Stocks SEC Filings — July 28, 2026

28-07-2026

Johnson & Johnson announced a comprehensive resolution agreement for ovarian talc litigation, committing $5.5 billion to settle claims with plaintiff firms leading the federal MDL and related state court proceedings. The agreement is conditioned on at least 95% participation of remaining claims, with the first payment of up to $3 billion due in 2027 and no additional payments before 2028. While this resolves a major legal overhang, the substantial $5.5 billion commitment and the 95% participation threshold introduce execution risk.

• · The agreement is conditioned on express participation of at least 95% of remaining claims.
• · No additional payments are due before 2028 after the first payment of up to $3 billion in 2027.
• · The resolution covers both federal Multi-District Litigation (MDL) and related state court proceedings.

28-07-2026

Sherwin-Williams reported strong Q2 2026 results with consolidated net sales up 7.5% to $6.79 billion and diluted EPS up 14.3% to $3.43. However, the Paint Stores Group segment margin declined slightly to 24.6% from 24.8%, and the company noted ongoing global uncertainty and no meaningful improvement in demand, with expectations of continued demand softness in the second half.

• · Income before income taxes increased 12.9% to $1.1125 billion in Q2 2026 from $985.7 million in Q2 2025.
• · Net sales in Paint Stores Group increased 5.1% to $3.89 billion, but segment margin contracted 20 basis points to 24.6%.
• · Consumer Brands Group net sales surged 21.5% to $983.5 million, driven by the Suvinil acquisition and North America growth.
• · Performance Coatings Group net sales rose 6.3% to $1.9138 billion, with all businesses growing; General Industrial and Automotive Refinish each up high-single digit.
• · Full year 2026 adjusted diluted EPS guidance raised to $11.80-$12.20 per share, up from $11.43 in 2025.
• · The company expects continued demand softness in the second half of 2026.
• · Broad-based cost inflation continues across raw materials, energy, logistics, and packaging.
• · Valspar acquisition-related amortization expense was $0.20 per share in both Q2 2026 and Q2 2025.
• · Severance and other restructuring expenses were $0.07 per share in Q2 2026 vs. $0.18 per share in Q2 2025.

28-07-2026

Coca-Cola reported strong Q2 2026 results with global unit case volume growth of 5%, net revenues up 7% to $13.4B, and EPS growth of 16% to $1.03. The company raised full-year guidance for organic revenue growth to approximately 5% and comparable EPS growth to 9-10%. However, Asia Pacific saw a 9% price/mix decline and lost value share in NARTD beverages, while EMEA operating income declined 1% (comparable currency neutral -5%).

• · Asia Pacific unit case volume grew 8% but price/mix declined 9% due to unfavorable mix and affordability initiatives.
• · Asia Pacific lost value share in total NARTD beverages, as gains in Japan and China were more than offset by a loss in India.
• · EMEA comparable currency neutral operating income declined 5% due to increased marketing investments and higher operating expenses.
• · Coffee volume declined 2% globally, primarily driven by a decline in Asia Pacific.
• · Full year 2026 guidance raised: organic revenues ~5% growth (prior 4-5%), comparable EPS 9-10% growth (prior 8-9%).
• · Pending sale of bottling operations in Africa expected to close late Q3 or Q4 2026.

28-07-2026

Boeing reported Q2 2026 revenue of $24.6B, up 8% YoY, driven by a 14% increase in commercial deliveries to 171 units. However, the company posted a GAAP net loss of $428M (($0.67) per share) and a core non-GAAP loss of ($0.76) per share, though both losses narrowed significantly from the prior year. Operating cash flow surged to $1.4B from $227M a year ago, while free cash flow turned positive at $0.6B. Segment performance was mixed: Commercial Airplanes narrowed its operating loss to ($322M) from ($557M), but Defense, Space & Security swung to a small operating loss of ($15M) from a profit of $110M, and Global Services saw earnings decline 8% to $968M. Total company backlog reached a record $715B.

• · Commercial Airplanes booked 246 net orders in Q2 2026, including from Korean Air, Delta Air Lines, and SMBC Capital.
• · Defense, Space & Security results include $280M of losses on the VC-25B program driven by investment in additional production and certification resources.
• · Global Services operating margin declined to 18.1% from 19.9% a year ago, reflecting impacts from the Digital Aviation Solutions divestiture, higher costs, and unfavorable mix.
• · Cash and investments decreased to $20.0B from $20.9B at Q1 2026 end, reflecting debt repayments partially offset by cash flow generated.
• · Consolidated debt decreased to $45.9B from $47.2B at Q1 2026 end.
• · The company maintains access to $10.0B in undrawn credit facilities.
• · Certification flight testing completed on both 737-7 and 737-10; first delivery anticipated in 2027 for both variants.
• · 777X program received FAA approval to begin certification flight testing; first delivery anticipated in 2027.
• · Defense, Space & Security backlog was $85B, with 27% representing orders from customers outside the U.S.
• · Global Services backlog was $33B.

28-07-2026

Co-President; CEO CIB Petno Douglas B gifted 864 Common Stock. Petno Douglas B holds 223,755 shares after the transaction.

• · Co-President; CEO CIB Petno Douglas B gifted 864 Common Stock

28-07-2026

Visa reported strong fiscal Q3 2026 results with net revenue of $11.6B, up 14% YoY, driven by 10% growth in payments volume, 13% growth in total cross-border volume, and 10% growth in processed transactions. GAAP net income was $5.6B ($2.97 per share), up 7% YoY, while non-GAAP net income was $6.3B ($3.32 per share), up 8% YoY. However, GAAP operating expenses rose 19% YoY to $4.8B, and non-operating income swung to a loss of $44M from a gain of $156M in the prior year, a 128% decline.

• · GAAP effective income tax rate was 17.6% for Q3 2026; non-GAAP effective income tax rate was 18.4%.
• · Special items in Q3 2026 included $563M for severance costs, $237M for a litigation provision related to the interchange multidistrict litigation (MDL) case, and $18M deferred tax benefit.
• · Prior year Q3 2025 included a special item of $615M for a litigation provision associated with the MDL case and other legal matters.
• · On May 12, 2026, Visa settled its exchange offer for class B-1 and B-2 common stock.
• · On June 25, 2026, Visa deposited $250M into its litigation escrow account, reducing as-converted class B share counts at a volume-weighted average price of $333.42.
• · Board declared a quarterly cash dividend of $0.670 per share of class A common stock, payable September 1, 2026 to holders of record as of August 11, 2026.
• · Cash, cash equivalents and investment securities were $13.9B at June 30, 2026, down from $20.1B at September 30, 2025.
• · Total assets decreased to $94.6B at June 30, 2026 from $99.6B at September 30, 2025.
• · Total equity decreased to $35.2B at June 30, 2026 from $37.9B at September 30, 2025.

28-07-2026

BlackRock, Inc. filed a Schedule 13G with the SEC on July 28, 2026, disclosing beneficial ownership of 20,877,538 shares of Honeywell Aerospace Inc. common stock, representing 6.6% of the outstanding shares. The filing indicates that no single person's interest exceeds 5% of the total outstanding common shares, and the securities were acquired and are held in the ordinary course of business without intent to change or influence control of the issuer.

• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
• · BlackRock's beneficial ownership is reported as of June 30, 2026.
• · No single person's interest in the common stock exceeds 5% of the total outstanding common shares.
• · The Schedule 13G reflects securities beneficially owned by certain business units of BlackRock, Inc. and its subsidiaries and affiliates, as per SEC Release No. 34-39538.
• · BlackRock certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

28-07-2026

SVP, Chief Financial Officer Ashkenazi Anat had withheld for taxes 1,781 Class C Google Stock Units at $319.09 (~$568K). Ashkenazi Anat holds 138,742 shares after the transaction.

• · SVP, Chief Financial Officer Ashkenazi Anat exercised/converted 1,764 Class C Google Stock Units
• · SVP, Chief Financial Officer Ashkenazi Anat had withheld for taxes 1,781 Class C Google Stock Units at $319.09 (~$568K)
• · SVP, Chief Financial Officer Ashkenazi Anat exercised/converted 1,764 Class C Capital Stock