U.S. Diversified Financial Stock News

In late January 2026, Four Corners Property Trust reported acquiring a GreatWater 360 Auto Care in Minnesota via a US$2,300,000 sale-leaseback and a newly built McAlister's Deli in Michigan for US$2,300,000 under a long-term net lease. These additions, both priced at capitalization rates consistent with prior deals, highlight FCPT’s continued focus on expanding its triple net and net lease portfolio in high-traffic retail corridors. We’ll now examine how FCPT’s continued use of long-term...

Earlier this week, Bank of America downgraded Extra Space Storage to Underperform, citing limited signs of a demand recovery despite steadier fundamentals. The bank highlighted management’s cautious outlook and the delayed impact of new-customer growth on same-store revenue, underscoring persistent industry headwinds. We’ll now examine how Bank of America’s demand concerns and management’s cautious outlook shape Extra Space Storage’s investment narrative. Find 52 companies with promising...

If you are wondering whether KB Home's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess housing related stocks. KB Home closed at US$60.94, with returns of 5.9% over the last 7 days, a 1.1% decline over 30 days, 6.8% year to date, and a 2.3% decline over 1 year, 70.7% over 3 years, and 49.5% over 5 years. Together, these figures provide a mixed picture of recent and longer term performance. Recent news around KB Home...

Reinsurance Group of America (NYSE:RGA) reported record full year and quarterly operating results. The company plans to exit the U.S. group healthcare business after completing a business review. RGA completed major capital deployment into in force transactions. The company also acquired industrial real estate in Portland and announced leadership changes. For investors watching NYSE:RGA, these moves come as the stock trades at $225.36, with returns of 11.2% over the past week and 11.9% over...

Union Pacific (NYSE:UNP) has agreed a US$1.2b deal with Wabtec to modernize its AC4400 locomotive fleet, described as the largest locomotive modernization investment in rail industry history. The company is also facing heightened regulatory and political attention on its proposed merger with Norfolk Southern, raising questions about timing and conditions for any potential approval. Union Pacific runs one of the major freight rail networks in the United States, linking key industrial,...

Commerce Bancshares, Inc. recently announced that its Board of Directors declared a quarterly dividend of US$0.275 per share, up 5% from the prior payout as adjusted for a 5% stock dividend in December 2025, payable on March 24, 2026 to shareholders of record on March 6, 2026. This latest increase marks the 58th consecutive year that Commerce Bancshares has raised its regular cash dividend per share, underscoring a long-standing commitment to returning cash to shareholders. We’ll now examine...

Why Lennox International stock is in focus after fresh guidance Lennox International (LII) drew investor attention after issuing 2026 earnings guidance that points to 6% to 7% revenue growth, largely shaped by completed acquisitions, alongside its 2025 results and share repurchase update. See our latest analysis for Lennox International. The fresh 2026 guidance and update on the long running buyback arrived alongside a 2.48% 1 day share price return and 7.05% 7 day share price return. The 1...

If you are wondering whether Viasat's share price still offers value after its recent run, this article walks through what the current market price might be implying. Viasat closed at US$41.70, with returns of 10.8% year to date, 266.4% over the past year, 35.4% over three years, 2.2% over the past month and a 7.7% decline over the last week. This hints that sentiment has been shifting over different time frames. Recent news around Viasat has focused on its position in satellite...

Why weaker profitability at Simmons First National (SFNC) is back in focus Recent commentary on Simmons First National (SFNC) has highlighted a 6.7% annual decline in earnings per share over the past five years, along with expectations for a higher efficiency ratio. These factors are bringing profitability pressures back into focus for investors. See our latest analysis for Simmons First National. Despite concerns around profitability, Simmons First National's recent share price momentum has...

Texas Instruments has agreed to acquire Silicon Laboratories (NasdaqGS:SLAB) in an all cash deal valued at about US$7.5b to US$7.8b. The transaction combines Texas Instruments' analog processing franchise with Silicon Labs' wireless connectivity portfolio in embedded systems. The companies describe the deal as a move to create a global leader in embedded wireless connectivity for industrial, automotive and consumer applications. Silicon Labs focuses on mixed signal and wireless connectivity...

If you are wondering whether Criteo's current share price reflects its underlying business, this article will walk through what the numbers are actually saying about value. Criteo last closed at US$19.19, with recent returns of 0.1% over 7 days, a 7.2% decline over 30 days, a 4.2% decline year to date, and a 57.8% decline over the past year. These figures can change how investors think about both upside potential and risk. Recent news coverage around Criteo has focused on its position in...

Recent performance snapshot Kimbell Royalty Partners (KRP) has drawn investor attention after a month return of 16.6% and a past 3 months return of 2.1%, with the unit price recently closing at US$13.79. See our latest analysis for Kimbell Royalty Partners. The recent 1 month share price return of 16.6% and year to date share price return of 14.63% suggest momentum has picked up, while the 1 year total shareholder return of 0.59% points to a relatively muted longer term outcome. If Kimbell...

Triumph Financial, Inc. reported its full-year 2025 results in January 2026, with net interest income of US$350.59 million and net income of US$25.36 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. Despite these improvements in profitability metrics, the company’s latest quarterly results came in below analyst expectations for revenue and tangible book value per share, raising questions about how investors weigh headline growth...

In early February 2026, Roblox reported fourth-quarter 2025 results showing sales rising to US$1.42 billion from US$988.18 million a year earlier, while net loss widened to US$316 million from US$219.57 million. Beyond the headline numbers, the company highlighted sharp growth in bookings, daily active users, and engagement hours, underpinned by expanded safety measures such as facial age verification and a growing adult user base. With recent share gains and accelerating user engagement,...

ACI Worldwide (NasdaqGS:ACIW) has entered a multi year partnership with Alpha Modus Financial Services. The agreement focuses on powering remittance and bill payment services across convenience, grocery, and community retail locations. The deal aims to extend ACI Worldwide's payment technology into more physical retail environments that serve cash and hybrid payment users. ACI Worldwide, trading at $42.28, sits at the intersection of digital and in store payments, and this partnership adds...

If you are wondering whether West Pharmaceutical Services is fairly priced or offering value right now, looking at a clear, structured view of its valuation can help you decide how it fits into your watchlist. The share price closed at US$248.95, with a 7.7% gain over the last 7 days, while the 1 year return sits at a 22.3% decline and the year to date return is a 9.9% decline. Over the past month, the stock recorded a 9.6% decline, and over 3 and 5 year periods the returns are 7.4% and...

If you are wondering whether Utz Brands at around US$10.98 is a bargain or fairly priced, this article will walk you through what the current share price might be implying. The stock has posted a 4.2% return over the last week and 10.5% over the last month, although it still shows a 6.7% return year to date and a 16.2% decline over the last year, extending to a 29.1% decline over three years and 53.6% over five years. Recent coverage of Utz Brands has focused on the company as a listed snack...

First Financial Bancorp. recently reported its fourth quarter and full-year 2025 results, showing higher net interest income year on year and full-year net income of US$255.61 million, while also affirming a US$0.25 quarterly dividend and reducing net charge-offs compared with the prior year period. Alongside these results, the bank filed a US$79.29 million shelf registration for 2,753,094 common shares and continued integrating the Westfield acquisition, which boosted deposits and fee...

Tompkins Financial Corporation reported past fourth-quarter and full-year 2025 results showing higher net interest income and net income versus 2024, with basic earnings per share from continuing operations rising to US$6.74 for the quarter and US$11.30 for the year. Alongside these stronger earnings, the company raised its regular quarterly dividend to US$0.67 per share and completed a small share repurchase program, highlighting a continued focus on returning cash to shareholders despite...

If you are wondering whether Arm Holdings' recent share price puts it at a fair level or not, this article will walk through what that current price might mean for value focused investors. The stock recently closed at US$123.70, with returns of 17.4% over the last 7 days and 10.7% over the last 30 days, while the 1 year return sits at a 23.9% decline and the year to date return is 7.8%. Recent news flow around Arm has centered on its position in semiconductor design, licensing and ecosystem...

If you are looking at Curtiss-Wright and wondering whether the current share price gives you good value, this article will walk you through what the numbers are actually saying. The stock last closed at US$649.32, with returns of 7.3% over the past 30 days, 13.4% year to date, 83.3% over 1 year and a very large gain over 5 years that is just under 5x. Recent interest in Curtiss-Wright has been shaped by ongoing attention on companies in capital goods and defense related markets, as investors...

Niagen Bioscience, Inc. (NASDAQ: NAGE) previously announced it will report fourth quarter and fiscal 2025 results and host an investor conference call on March 4, 2026, including a general business update following the release of its earnings after market close. The company’s position as a leading NAD+ player, with FDA-recognized Niagen® and defended patents around nicotinamide riboside, highlights a reinforced regulatory moat and product pipeline momentum. We’ll now examine how the upcoming...

Wondering if Post Holdings at around US$114.61 is offering fair value or a potential bargain, especially after its recent run, is a natural question for anyone watching the stock. The share price performance has been strong recently, with returns of 12.0% over the last 7 days, 15.7% over the last 30 days, 15.0% year to date and 68.0% over 5 years. The 1 year return stands at 1.8% and the 3 year return at 24.9%. Recent attention on Post Holdings has centered on its position within the...

Donaldson Company (NYSE:DCI) named COO Richard Lewis as its next CEO, succeeding retiring CEO Tod Carpenter. The leadership transition follows Carpenter’s extensive tenure and is set to take effect alongside his retirement. Donaldson also agreed to acquire Facet Filtration for $820 million, adding to its filtration offerings. The combination of the CEO handover and the Facet Filtration deal marks a significant corporate update for the company. For investors tracking Donaldson Company at a...