# EPS 281 | Dividend Earnings Season is still on fire | UNH, MO, SAP and LVMH

Page: https://stenobird.com/podcast/dividend-talk-939974/eps-281-dividend-earnings-season-is-still-on-fire-unh-mo-sap-and-lvmh
Text version: https://stenobird.com/podcast/dividend-talk-939974/eps-281-dividend-earnings-season-is-still-on-fire-unh-mo-sap-and-lvmh.md
Podcast: [Dividend Talk](https://stenobird.com/podcast/dividend-talk-939974)
Published: 2026-01-31T07:23:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/dividend-talk/episodes/EPS-281--Dividend-Earnings-Season-is-still-on-fire--UNH--MO--SAP-and-LVMH-e3ee1h5
Audio file: https://anchor.fm/s/2755d9a4/podcast/play/114803685/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-30%2Fb507801d-3e01-b791-ac95-bad0b5dfbe90.mp3
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JSON: https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/eps-281-dividend-earnings-season-is-still-on-fire-unh-mo-sap-and-lvmh
Duration seconds: 4672

## Resource

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/ 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.

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## Transcript

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