U.S. Consumer Durables Stock News

Immatics (NasdaqCM:IMTX) just priced a follow on equity offering, selling 12,500,000 new shares at 10 dollars each to raise about 125 million dollars, a move that directly affects shareholder dilution and funding runway. See our latest analysis for Immatics. The sharp 1 day share price return of negative 14.24 percent after the raise comes on the back of a powerful 90 day share price return of 75.82 percent and 1 year total shareholder return of 30.85 percent, suggesting momentum is cooling...

Silicon Laboratories (SLAB) has been getting a lift after analysts raised their earnings estimates for both the upcoming quarter and full year, signaling growing confidence in the chip maker’s near term recovery path. See our latest analysis for Silicon Laboratories. The upbeat revisions seem to be feeding into the tape, with the 7 day share price return of 11.75 percent and year to date share price return of 13.17 percent suggesting momentum is building even though the 3 year total...

Ivanhoe Electric (IE) is back in the spotlight after rising in industry power rankings, as investors weigh how its Santa Cruz copper project and tech driven exploration platform could reshape the company’s growth path. See our latest analysis for Ivanhoe Electric. The renewed buzz comes after a powerful run, with the share price logging an 86.84% year to date share price return and a 62.24% one year total shareholder return. This suggests momentum has been building rather than fading as...

Global Net Lease, Inc. recently completed an agreement to sell the McLaren Campus in Woking, Surrey, England for £250 million, following rent increases of 14.5% since acquiring the asset in April 2021. The company plans to direct a large share of the proceeds toward reducing its multi-billion-dollar debt load, aiming to strengthen the balance sheet and potentially free up capacity for future share repurchases and acquisitions. Next, we’ll explore how using the McLaren Campus sale proceeds to...

Fresh commentary on Donnelley Financial Solutions (DFIN) is flagging worsening customer retention and slowing ActiveDisclosure subscription growth. This is putting its push toward a majority software revenue mix under sharper scrutiny for current and prospective shareholders. See our latest analysis for Donnelley Financial Solutions. The stock has been feeling that pressure too, with a sharp year to date share price return of around minus 25 percent and a 1 year total shareholder return near...

In October 2025, CoStar Group reported better-than-expected Q3 results, marking its 58th consecutive quarter of double-digit revenue growth and renewed momentum across its Homes.com residential platform and CoStar Suite commercial offerings. The reacceleration in bookings and continued expansion of its salesforce and products underline how CoStar is deepening its role as a core data and marketplace provider in global real estate. Next, we’ll explore how this bookings reacceleration and...

QCR Holdings recently reported a very strong third quarter, with revenue and earnings per share coming in well above analyst expectations, while institutional investors including Franklin Resources and Vanguard adjusted their positions and the company declared a quarterly dividend payable on 7 January. This mix of earnings outperformance, shifting institutional ownership, and a modest dividend underscores how investors are reassessing QCR Holdings’ earnings quality and capital return...

SS&C Technologies Holdings (SSNC) just landed Voss Capital as a GlobeOp fund administration client, alongside expanding its EU wealth platform from Dublin. These developments quietly strengthen the story behind the stock’s recent gains. See our latest analysis for SS&C Technologies Holdings. Against this backdrop of new mandates and a broader European footprint, SS&C’s 17.1% year to date share price return and robust three year total shareholder return of 74.6% suggest momentum is building as...

Weyerhaeuser recently highlighted that its shares are trading below the implied value of its timberland portfolio, while housing demand and lumber prices remain soft, and it is preparing to hold an investor day to outline financial targets through 2030. The company is emphasizing the combination of its large timber asset base, climate-focused initiatives, and a dividend yield near 4% as potential sources of resilience through the lumber cycle. We’ll now examine how the upcoming investor day,...

Frontier TopCo Partnership has just unloaded nearly 9.8 million shares of Kodiak Gas Services, Inc., in a discounted secondary offering, a governance shifting move that ends their Stockholders’ Agreement and reshapes Kodiak’s ownership landscape. See our latest analysis for Kodiak Gas Services. That chunky secondary sale comes after a choppy stretch for Kodiak, with an 8.9 percent 1 month share price return and 9.9 percent 3 month share price return, but a softer year to date share price...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Pool Corporation’s Q3 2025 results showed past-quarter stabilization through the cyclical downturn, with its building materials segment posting its first year-over-year revenue increase since Q3 2022 and gross margins improving on pricing discipline, supply chain efficiencies, and higher-margin private label growth. This combination of recovering remodel and new pool activity, margin expansion, and reaffirmed full-year EPS guidance highlights management’s ability to adjust operations...

Kohl’s Corporation recently reported third-quarter 2025 results showing revenue of US$3,575 million and net income of US$8 million, while also raising full-year 2025 guidance even as it still expects net sales and comparable sales to decline. The Board made interim leader Michael J. Bender the permanent CEO, signaling a commitment to his operational playbook at a time when Kohl’s is balancing cost control gains against ongoing pressure on store traffic and sales. We’ll now examine how...

Landstar System (LSTR) just handed investors a clear win, with the Board declaring a one time 2 dollar per share special cash dividend, payable in January to shareholders of record in early January. See our latest analysis for Landstar System. The special dividend comes as Landstar’s 7 day share price return of 7.39 percent and 30 day share price return of 9.15 percent have helped claw back some of this year’s weakness. Even though the 1 year total shareholder return is still down 21.62...

Earlier this month, Royal Gold reported record third-quarter 2025 revenue, announced a 6% increase in its annual dividend to US$1.90 per share, and disclosed that Senior Vice President of Corporate Development Daniel Breeze sold 970 shares on 4 December 2025. These updates come alongside the completed Sandstorm Gold and Horizon Copper acquisitions and an extended Mount Milligan mine life to 2045, reshaping Royal Gold’s long-term portfolio mix and cash flow profile. Against this backdrop,...

Dollar General Corporation's ( NYSE:DG ) investors are due to receive a payment of $0.59 per share on 20th of January...

HFS Research has recently named Genpact a Horizon 3 Market Leader in its 2025 Intelligent Supply Chain Services assessment, citing the company’s AI-enabled operating model and agentic innovations that deliver measurable efficiency gains for clients. The report highlights concrete client outcomes, including tens of millions of US$ in savings from integrated planning hubs and planning modernization, alongside double-digit customer experience improvements and sizable reductions in...

The U.S. Department of Justice has opened an investigation into United Parks & Resorts, the owner of SeaWorld and Busch Gardens, over complaints that updated park policies banning certain rollator walkers and wheeled walkers with seats may violate the Americans with Disabilities Act. This federal probe not only raises legal and compliance risks, but also puts the company’s accessibility practices and brand reputation under intensified public scrutiny. We’ll now examine how the Justice...

In 2025, Blue Owl Capital faced securities class actions and scrutiny over redemption limits and liquidity pressures at its business development companies, even as it expanded into digital infrastructure and evergreen funds. Amid these concerns, executives and employees collectively bought more than US$200,000,000 of stock, a rare show of internal support alongside legal and operational challenges. We’ll now examine how this insider buying wave amid liquidity and redemption concerns may...

Polaris (PII) is leaning into its gaming crossover by extending its Call of Duty partnership. The company is dropping Black Ops 7 themed RZR Pro R 4 and Sportsman XP 1000 vehicles into Warzone and Black Ops 7, plus offering a real world giveaway. See our latest analysis for Polaris. Investors seem to be warming back up to Polaris, with the share price at $67.45 after a roughly 19.6 percent year to date share price return. However, a weak three year total shareholder return of about negative...

Earlier this month, JPMorgan downgraded Wendy's from Overweight to Neutral after the company outlined plans to close about 300 underperforming U.S. restaurants in 2025, following 240 closures in 2024 as part of its ongoing turnaround efforts. The downgrade highlights investors' concerns that Wendy's must lift average unit volumes to keep franchisees profitable and reignite U.S. expansion. We’ll now examine how these planned U.S. closures and the questions around unit volume growth could...

Albemarle (ALB) is back on traders radar after a UBS upgrade to Buy helped power a fresh leg higher in the stock, with investors leaning into a recovering lithium story. See our latest analysis for Albemarle. The UBS call lands on top of an already powerful rebound, with Albemarle’s 30 day share price return of roughly 29 percent feeding into a 90 day gain above 70 percent, even as the three year total shareholder return remains deeply negative. This is a classic sign of momentum rebuilding...

General Motors recently highlighted that proposed cuts to US fuel economy standards could save it an estimated US$8.70 billion between 2027 and 2031, alongside reaffirming steady demand for its traditional vehicles and paying a US$0.15 per-share dividend in early December. This combination of potential regulatory savings, solid internal cost control, and ongoing demand support has underpinned a more optimistic outlook for the business and contributed to recent analyst upgrades. We’ll now...

Opendoor Technologies (OPEN) has been in the spotlight after a sweeping leadership reboot and an AI focused pivot that helped fuel a powerful rally earlier this year, even as meme style enthusiasm cooled. See our latest analysis for Opendoor Technologies. Those moves have come against a wild backdrop, with the share price climbing to $7.15 after a rapid rally earlier in the year, even as the recent 1 day share price return slipped. A hefty year to date share price return of roughly 350...