U.S. Banks Stock News

Board changes arrive as Arbor Realty Trust (ABR) works through credit pressures Arbor Realty Trust (ABR) is juggling borrower delinquencies, weaker net interest income, and dividend pressure just as a long-tenured director retires and a new Class II director joins the board. See our latest analysis for Arbor Realty Trust. Against the backdrop of dividend cuts, refinancing challenges on 2021 and 2022 loans, and these board changes, Arbor Realty Trust’s 7 day share price return of 5.39%...

AiRWA stock overview after recent performance swing AiRWA (YYAI) has drawn attention after a sharp share price move, with a gain of about 61% over the past month, in contrast to a 76% decline over the past 3 months. See our latest analysis for AiRWA. At a latest share price of $1.46, AiRWA’s 60.58% 30 day share price return and 62.04% year to date share price return sit against a 97.19% 1 year total shareholder return decline. This suggests that recent momentum has picked up after a much...

In recent days, Barclays raised its rating on EastGroup Properties to a more favorable level, joining several other firms that have upgraded the REIT and refreshed their research views. This cluster of analyst upgrades points to a shift in professional sentiment, with research coverage increasingly emphasizing EastGroup’s operating outlook and business positioning. Next, we’ll examine how this broader wave of analyst upgrades might influence EastGroup’s existing investment narrative around...

Sunoco (SUN) has put fresh numbers on the table for 2026, issuing adjusted EBITDA guidance of $3.1b to $3.3b, built around Parkland acquisition synergies and an ongoing bolt-on acquisition program. See our latest analysis for Sunoco. Sunoco’s adjusted EBITDA outlook and ongoing acquisitions are landing at a time when momentum in the units has been firm, with a 10.11% 30 day share price return and a 5 year total shareholder return of 168.34% suggesting long term holders have already seen...

Why Virtus Investment Partners Is On Investors’ Radar Today Virtus Investment Partners (VRTS) has recently drawn attention after a period of mixed share performance, with a small gain over the past month alongside weaker moves over the past 3 months and year. At a last close of $170.27, the US based asset manager sits against a backdrop of measured value indicators, including a value score of 3 and an intrinsic discount figure provided by some models of 19.24%. See our latest analysis for...

On 12 January 2026, Booz Allen Hamilton announced a new collaboration with Andreessen Horowitz, becoming the first-ever a16z Technology Acceleration Partner for Governments to help bring portfolio companies’ AI, autonomy, and electronic warfare solutions into secure U.S. government environments. This relationship links a16z’s growth-stage tech ecosystem with Booz Allen’s mission-focused AI, cybersecurity, and engineering capabilities to co-develop deployable solutions and commercial IP for...

Agree Realty (ADC) has put fresh attention on its income profile after the Board approved a 3.6% lift in the monthly common dividend to US$0.262 per share and the Chief Financial Officer bought additional stock. See our latest analysis for Agree Realty. At a share price of US$72.01, Agree Realty has had a mixed run, with a 7 day share price return of 1.69% but a 90 day share price return decline of 4.06%. The 1 year total shareholder return of 4.08% suggests income and reinvested dividends...

Lattice Semiconductor (LSCC) has come back into focus after a cluster of upbeat analyst views and rating updates, combined with fresh recognition for its MachXO5-NX TDQ FPGA family through a 2026 BIG Innovation Award. See our latest analysis for Lattice Semiconductor. That award and the recent wave of upbeat analyst commentary have coincided with firm share price momentum, with a 30-day share price return of 14.4% and a 90-day gain of 21.48%, while the 1-year total shareholder return of...

PVH stock performance snapshot and recent moves PVH (PVH) has been on many watchlists after recent share price swings. The stock showed a 3% gain over the past day but has delivered negative returns over the week, month, and past 3 months. See our latest analysis for PVH. At a share price of $67.59, PVH has seen a 3.03% 1 day share price return but weaker recent momentum, with a 30 day share price return of 7.32% and a 1 year total shareholder return decline of 26.55%, suggesting sentiment...

In recent days, AbbVie said it reached a voluntary three-year agreement with the Trump administration to cut prices on select medicines offered through Medicaid and the TrumpRx platform, in exchange for relief from certain tariffs and pricing mandates and a pledge to invest US$100.00 billion in U.S.-based research, development, and manufacturing over the next decade. This large-scale policy and investment commitment reshapes AbbVie’s operating backdrop by tying long-term U.S. cost advantages...

Recent coverage of Sanmina Corporation highlighted analyst forecasts for very strong annual earnings-per-share growth and a valuation that appears attractive relative to many industry peers. The company’s low debt load and efficient use of capital stand out as key supports for its projected earnings expansion and overall financial resilience. We’ll now explore how Sanmina’s strong earnings outlook and solid balance sheet reshape its existing investment narrative and potential risks. Uncover...

In 2025, CarMax faced weakening same‑store sales, market share losses to competitors such as Carvana, compressed margins, and rising concern over its high debt load, culminating in CEO Bill Nash stepping down in December. These pressures highlight how a combination of softer customer demand, lower structural profitability, and elevated leverage can unsettle confidence in CarMax’s ability to stabilize its business model. Next, we’ll examine how the CEO’s departure and elevated leverage could...

Astronics Corporation recently reported preliminary unaudited fourth-quarter 2025 revenue of about US$236 million to US$239 million and full-year 2025 revenue of roughly US$860 million, both above prior guidance, and issued 2026 revenue expectations of US$950 million to US$990 million, implying an anticipated 10% to 15% increase over 2025. These stronger-than-guided 2025 results and higher 2026 revenue ambitions suggest Astronics is entering the year with operational momentum and increased...

Corebridge Financial (CRBG) is under closer investor scrutiny after two years of 15.4% annual declines in net premiums earned, a 22.4 percentage point drop in pre tax margins, and a 1.1x debt to equity ratio. See our latest analysis for Corebridge Financial. Recent price action has been subdued, with a 1 month share price return of 4.9% and a flat year to date share price move around the current US$30.45 level. The 3 year total shareholder return of 86.1% contrasts with a 1 year total...

In recent weeks, billionaire hedge fund manager Bill Ackman has increased his investment in Howard Hughes Holdings and outlined a plan to transform the real estate developer into a modern-day conglomerate modeled on Berkshire Hathaway. Howard Hughes has already taken its first major step toward this broader holding-company vision, signaling a shift that could meaningfully alter how investors think about its business mix and long-term direction. Next, we’ll examine how Ackman’s push toward...

In the past few days, B. Riley Securities analyst Anna Glaessgen initiated coverage on LuxExperience B.V. (LUXE.US) with a buy rating, assigning a US$12 price objective that reflects her view of the company’s prospects. This new coverage brings additional attention from institutional and retail investors, potentially elevating LuxExperience’s profile within the competitive luxury e-commerce landscape. We’ll now examine how this new positive analyst coverage may influence LuxExperience’s...

In recent weeks, Darling Ingredients reported a strong quarter, with revenue rising 10% year over year and beating analyst expectations, while advancing joint venture plans in collagen and monetizing renewable diesel production tax credits. This combination of operational outperformance, expanding partnerships in specialty ingredients, and efficient use of tax credits has reinforced broader analyst confidence in the company’s business model. We’ll now examine how this...

Earlier in 2026, Stewards Inc. announced it would present at the Sequire Investor Summit in Puerto Rico to showcase its diversified operating platform spanning private credit, real assets, and digital finance. At the summit, the company also plans to outline its governance framework and long-term goals as it works toward a potential uplisting to the Nasdaq Capital Market, a move that could broaden its appeal to institutional investors. Next, we will examine how Stewards’ planned Nasdaq...

Vistance Networks (VISN) has drawn fresh attention after rebranding from CommScope Holding Company in January 2026. Investors are reassessing a business spanning connectivity, networking, and access solutions across multiple global regions. See our latest analysis for Vistance Networks. The rebrand arrives after a period of strong share price momentum, with a 90 day share price return of 25% and a very large 1 year total shareholder return of about 2.5x, suggesting investors are reassessing...

Earlier in January 2026, e.l.f. Cosmetics and beverage brand Liquid Death launched their second limited-edition “Lip Embalms” collection, inspired by Liquid Death’s flavored waters and sold exclusively through elfcosmetics.com and TikTok Shop in tightly limited quantities. The rapid sellout of the Lip Embalms, amplified by Roblox and Twitch activations, highlights how e.l.f. is using culture-driven collaborations and digital engagement to keep its brand highly relevant with younger...

Evercore ISI recently initiated coverage on Phillips Edison & Co. with an Outperform rating, as the company also reported Q3 2025 results that exceeded analyst expectations and entered a joint venture with Cohen & Steers Income Opportunities REIT to acquire Springs Plaza. Together, the upbeat initiation, stronger-than-forecast earnings, and portfolio expansion highlight how Phillips Edison’s focus on necessity-based, grocery-anchored centers is shaping its current business momentum. We’ll...

In recent days, DA Davidson downgraded Martin Marietta Materials from Buy to Neutral, citing reduced aggregate pricing potential, slower infrastructure bidding, uncertainty around upcoming surface transportation authorizations, and possible softness in private construction markets. At the same time, Martin Marietta Materials confirmed its regular quarterly dividend and reiterated that its asset exchange with Quikrete is now expected to close in early 2026, underscoring a continued shift...

Brookfield Wealth Solutions Ltd.'s ( NYSE:BNT ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy...

Home Bancshares, Inc. (Conway, AR) ( NYSE:HOMB ) last week reported its latest annual results, which makes it a good...