Canadian REITS Stock News

TSX:BNS
TSX:BNSBanks

Scotiabank (TSX:BNS) Margin Improvement To 26.3% Backs Profitability Bull Case

Bank of Nova Scotia (TSX:BNS) opened fiscal 2026 with Q1 revenue of C$8.5b and basic EPS of C$1.74, setting the tone for how its profit engine is starting the new year. The bank has seen revenue move from C$6.8b and EPS of C$0.82 in Q1 2025 to C$8.5b and EPS of C$1.74 in Q1 2026, which feeds into trailing 12 month EPS of C$6.79 and net income of C$8.4b. With earnings growth over the past year and margins improving, this set of results gives investors a fresh read on how efficiently the...
TSX:CP
TSX:CPTransportation

How Investors Are Reacting To Canadian Pacific Kansas City (TSX:CP) Stronger Grain and Potash Volume Prospects

CIBC Capital Markets recently highlighted that, despite ongoing caution about the 2026 macro backdrop, updated reports from Agriculture and Agri-Food Canada and Nutrien point to supportive grain and potash shipment conditions for Canadian Pacific Kansas City’s Canadian bulk operations. With higher forecast field crop stocks and expectations for continued growth in global potash movements, CPKC’s core bulk franchise could see stronger demand across key agricultural and fertilizer...
TSX:POW
TSX:POWInsurance

A Look At Power Corporation of Canada’s (TSX:POW) Valuation As A New CEO Is Lined Up For 2026

Leadership transition at Power Corporation of Canada Power Corporation of Canada (TSX:POW) has announced a planned leadership transition, with long-serving CEO and President R. Jeffrey Orr moving to Vice-Chair and James O’Sullivan appointed as his successor effective July 1, 2026. For you as an investor, this scheduled handover creates a closer organizational link between the parent company and IGM Financial’s leadership, since O’Sullivan currently runs that subsidiary and already sits on...
TSX:SGY
TSX:SGYOil and Gas

Does Surge Energy’s (TSX:SGY) Steady Dividend Reinforce Its Capital Return Story or Limit Flexibility?

Surge Energy Inc. recently affirmed a cash dividend of C$0.043333 per share, payable on March 16, 2026, to shareholders of record as of February 28, 2026, for February 2026 production. This confirmation underlines the company’s ongoing use of regular cash distributions as a core element of how it returns capital to investors. We’ll now explore how this confirmed cash dividend shapes Surge Energy’s investment narrative, particularly its approach to consistent shareholder returns. Outshine the...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Will Satellite-to-Mobile IoT Expansion into Remote Canada Change Rogers Communications' (TSX:RCI.B) Narrative?

Rogers Communications recently announced it is launching satellite-powered asset tracking technology with Geotab, using low-earth orbit satellites and its national wireless spectrum to keep IoT devices connected across remote parts of Canada where traditional cellular coverage is unavailable. This move positions Rogers as the first Canadian wireless carrier to offer satellite-to-mobile IoT service, potentially widening its reach into industries like transportation, forestry, and mining that...
TSX:SIA
TSX:SIAHealthcare

Assessing Sienna Senior Living (TSX:SIA) Valuation After Earnings Growth Acquisitions And Ongoing Dividends

Earnings, equity raise and dividends put Sienna Senior Living in focus Sienna Senior Living (TSX:SIA) has come onto investors’ radar after reporting full year 2025 results, filing a CAD 150 million at-the-market equity program, and affirming its monthly dividend for early 2026. See our latest analysis for Sienna Senior Living. That combination of full year 2025 earnings, the new CA$150 million at the market equity program, and affirmed monthly dividends has come alongside a 30 day share price...
TSX:PPTA
TSX:PPTAMetals and Mining

Assessing Perpetua Resources (TSX:PPTA) Valuation After Updated Stibnite Gold Project Presentation

Perpetua Resources (TSX:PPTA) recently released an updated investor presentation on its Stibnite Gold Project, outlining feasibility study findings while underlining permitting, financing, regulatory and market risks that could materially influence how the project progresses. See our latest analysis for Perpetua Resources. The updated Stibnite presentation lands after a volatile stretch, with a 7 day share price return of 5.56% and a 90 day share price return of 22.77%, set against a very...
TSX:ARIS
TSX:ARISMetals and Mining

Assessing Aris Mining’s Valuation As NYSE Listing And Mine Expansions Support Growth Story

Aris Mining (TSX:ARIS) has drawn fresh attention after beginning trading on the New York Stock Exchange. Expansion work at its Segovia and Marmato mines and recent leadership changes are reshaping how investors assess the stock. See our latest analysis for Aris Mining. The recent NYSE uplisting, inclusion in the TSX Smallcap Index and production update sit alongside a strong run in the shares, with a 90 day share price return of 56.79% and a very large 1 year total shareholder return,...
TSX:ATD
TSX:ATDConsumer Retailing

Does New U.S. Food Leadership and Lottery Scrutiny Change The Bull Case For Alimentation Couche-Tard (TSX:ATD)?

In February 2026, Alimentation Couche-Tard appointed Trey Powell as senior vice president of food and retail for its U.S. business, putting him in charge of food, merchandising, marketing, private brands, and supply chain amid an ambitious push to accelerate U.S. food revenue growth. Meanwhile, Circle K’s U.S. operations also faced legal scrutiny as a Scottsdale, Arizona store manager was sued over a disputed US$12.8 million lottery ticket purchased from his own store. This combination of...
TSX:BCE
TSX:BCETelecom

Assessing BCE’s Valuation After Dividend Cut Layoffs And New Cost Reduction Plans

BCE (TSX:BCE) has moved sharply back into focus after cutting its dividend, announcing thousands of job layoffs and outlining fresh cost-cutting plans, a shift that challenges long held assumptions about Canadian telecom income reliability. See our latest analysis for BCE. The dividend cut and cost reductions came after a tough few years for investors, with a 3 year total shareholder return of 25.7% decline contrasting with a recent 90 day share price return of 10.01%. This suggests sentiment...
TSX:IVN
TSX:IVNMetals and Mining

Ivanhoe Mines (TSX:IVN) Valuation Check After Recent Share Price Weakness And Premium P/E Multiple

Event context and recent share performance Ivanhoe Mines (TSX:IVN) has seen its share price move sharply in recent sessions, with a 1 day return of about a 6% decline and a 7 day return of roughly a 12% decline catching investor attention. These short term moves sit alongside a 1 month return of about an 11% decline and a past 3 months return of around a 14% gain, prompting investors to reassess how the company’s current valuation lines up with its fundamentals. See our latest analysis for...
TSX:BIR
TSX:BIROil and Gas

The Bull Case For Birchcliff Energy (TSX:BIR) Could Change Following 2025 Output Beat And New Director Appointment - Learn Why

Birchcliff Energy Ltd. recently reported unaudited fourth-quarter and full-year 2025 production results, highlighting higher total output and stronger condensate and natural gas volumes compared with the prior year. The company also appointed Chris Carlsen to its board of directors on February 11, 2026, adding operational expertise alongside rising production volumes. With these production gains and a new board appointment, we’ll now examine how this update may influence Birchcliff...
TSX:CM
TSX:CMBanks

Is Canadian Imperial Bank of Commerce (TSX:CM) Still Reasonably Priced After Strong One Year Rally

If you have been wondering whether Canadian Imperial Bank of Commerce shares are still offering fair value at around C$135.96, you are not alone. This article is built to help you think through that question clearly. The stock shows recent returns of 4.2% over 7 days, 7.0% over 30 days, 7.7% year to date and 62.4% over 1 year, with longer term returns of 151.4% over 3 years and 192.4% over 5 years that may have shifted how the market views its risk and reward profile. Recent coverage around...
TSX:SRU.UN
TSX:SRU.UNRetail REITs

SmartCentres REIT Balances Densification Ambitions With High Yield Distribution

SmartCentres Real Estate Investment Trust (TSX:SRU.UN) is advancing its plan to redevelop underused land within its portfolio into mixed-use projects. The REIT is focusing on densification across select properties, adding residential and other non-retail uses alongside its existing shopping centres. Alongside these projects, SmartCentres continues to operate its core portfolio and has declared distributions, reinforcing its income focus for unitholders. SmartCentres REIT, best known for its...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS) Is Up 6.5% After Google Supplier Jitters And A $1 Billion Capex Plan - Has The Bull Case Changed?

In recent weeks, Celestica has faced an investor investigation by Pomerantz LLP after reports that Google may shift tensor processing unit assembly to other suppliers, while simultaneously outlining plans to invest US$1.00 billion in capital expenditure this year to support longer-term growth. Amid this tension between potential concentration risk around a key hyperscaler customer and heavy upfront investment, Celestica has also highlighted follow-on programs with Google that could influence...
TSX:TCW
TSX:TCWEnergy Services

Trican Well Service (TSX:TCW) Is Down 9.5% After Strong 2025 Earnings and Major Buybacks - Has The Bull Case Changed?

Trican Well Service Ltd. has reported its 2025 results, with full-year sales of CA$1,096.19 million and net income of CA$112.19 million, while also completing multiple share repurchase programs totaling millions of dollars in buybacks. The integration of the Iron Horse acquisition and growing contribution from electric and natural gas pumping assets underline how Trican is reshaping its service mix toward lower-emission, efficiency-focused completion solutions. Next, we’ll examine how...
TSX:BMO
TSX:BMOBanks

Is It Too Late To Consider Bank Of Montreal (TSX:BMO) After A 1-Year 42% Gain?

If you are wondering whether Bank of Montreal is still reasonably priced after a strong run, or if the easy value is already gone, this article aims to help you answer that question with a clear look at the numbers. With the share price at C$194.97 and returns of 1.5% over 7 days, 3.4% over 30 days, 7.4% year to date, 42.7% over 1 year, 71.1% over 3 years, and 127.7% over 5 years, many investors are asking what that track record means for value today. Recent coverage has focused on Bank of...
TSX:AP.UN
TSX:AP.UNOffice REITs

Is Allied Properties REIT (TSX:AP.UN) Now Attractive After Steep Multi‑Year Price Declines?

If you are wondering whether Allied Properties Real Estate Investment Trust's current price reflects its true worth, you are not alone. This article is here to unpack what that might mean for you as an investor. The unit price recently closed at C$9.66, with returns of 1.8% over the past week, a 31.7% decline over the past month, a 29.9% decline year to date, and a 37.5% decline over the past year, extending to a 54.1% decline over three years and 63.1% over five years. Recent moves in...
TSX:SLF
TSX:SLFInsurance

Sun Life Financial (TSX:SLF) Valuation Check After Strong Multi Year Returns And Recent Share Price Weakness

Sun Life Financial (TSX:SLF) has delivered a 17.45% total return over the past year, catching attention as investors weigh that performance against its 75.49% five year total return and recent share price moves. See our latest analysis for Sun Life Financial. Despite a recent soft patch, with a 1 day share price return of 2.61% decline and a 7 day share price return of 5.82% decline, Sun Life Financial’s 1 year total shareholder return of 17.45% and 5 year total shareholder return of 75.49%...
TSX:HR.UN
TSX:HR.UNREITs

Assessing H&R REIT (TSX:HR.UN) Valuation After Wider 2025 Net Loss And Steady Revenue

Earnings hit and continued monthly distributions H&R Real Estate Investment Trust (TSX:HR.UN) has attracted fresh attention after reporting full year 2025 results showing relatively stable sales alongside a much larger net loss. At the same time, the trust affirmed its monthly cash distributions. See our latest analysis for H&R Real Estate Investment Trust. At a share price of CA$10.62, H&R Real Estate Investment Trust has seen a 3.11% year to date share price return and a 12.09% total...
TSX:ELD
TSX:ELDMetals and Mining

Is It Too Late To Consider Eldorado Gold (TSX:ELD) After Its 199% One-Year Surge?

If you are wondering whether Eldorado Gold is still offering value after its big run, or if most of the easy upside is already behind it, this article is for you. The stock last closed at C$60.16, with returns of 23.7% year to date and about 198.7% over the past year, even after a 6.7% decline in the last 7 days and a 5.0% pullback over the past month. Recent coverage around gold producers and capital allocation in the sector has kept Eldorado Gold on many investors' watchlists, as the...
TSX:TRI
TSX:TRIProfessional Services

Reassessing Thomson Reuters (TSX:TRI) After Sharp Share Price Slide And DCF Upside Potential

If you are wondering whether Thomson Reuters shares now represent value after a rough stretch, this article walks through what the current price might be implying about the business. The stock last closed at US$110.84, with returns of a 6.4% decline over 7 days, a 34.5% decline over 30 days, a 36.2% decline year to date, a 55.2% decline over 1 year and a 29.7% decline over 3 years, set against an 8.2% gain over 5 years. Recent moves have put valuation back in focus for many holders, as long...
TSX:PXT
TSX:PXTOil and Gas

Is It Too Late To Consider Parex Resources (TSX:PXT) After A 61% One-Year Rally?

If you are wondering whether Parex Resources offers good value at around $21.82, or if the easy gains are already behind it, this article is here to help you assess that using clear valuation checks. The stock has delivered returns of 6.1% over the last 7 days, 12.0% over 30 days, 16.6% year to date, and 61.2% over the past year. These figures will naturally have some investors asking whether the current price still stacks up against fundamentals. Recent coverage of Parex Resources has...
TSX:DSG
TSX:DSGSoftware

Assessing Descartes Systems Group (TSX:DSG) Valuation After Recent Share Price Weakness

Descartes Systems Group (TSX:DSG) has drawn investor attention after a stretch of weaker share performance, with the stock showing double-digit declines over the past month and the past three months. See our latest analysis for Descartes Systems Group. Those recent declines come after a much tougher stretch, with a 1 year total shareholder return of 45.6% decline and a 5 year total shareholder return of 11.8% gain. This suggests that shorter term momentum has faded compared with the longer...