U.S. Electric Utilities Stock News

Earlier this month, Medical Properties Trust announced a 12% increase in its quarterly dividend, authorized a US$150,000,000 share repurchase program, and reported progress re-tenanting troubled hospital assets, including a new lease with NOR Healthcare Systems for six California facilities. The combination of a higher dividend, buyback authorization, and improved leasing on previously distressed properties highlights management’s focus on reinforcing cash flows despite ongoing leverage and...

First Watch Restaurant Group recently reported a past “beat-and-raise” quarter, with headline growth flattered by a temporary benefit from lower egg prices rather than broad-based operational improvement. Beneath the strong top-line print, concerns have emerged around weakening unit economics, slowing same-store sales, and franchisee exits, raising questions about the durability of its growth model. Next, we’ll examine how this reliance on one-time commodity tailwinds could reshape First...

Oppy, now integrated with Dole Diversified North America, has already launched a Florida strawberry program under the DOLE brand, adding over 300 acres of premium production to support a year-round supply during key winter demand months. This move deepens Dole’s presence in branded berries, using Florida production to strengthen winter category performance and enhance supply reliability for retailers. Next, we’ll examine how expanding year-round DOLE-branded strawberry supply could influence...

Earlier this month, OneMain Finance issued US$1.00 billion of 6.750% senior unsecured notes due 2033, guaranteed by OneMain Holdings, to extend and diversify its funding base under standard covenants and redemption terms. At the same time, analysts have turned more cautious with Hold ratings and an uptick in insider share sales, highlighting growing attention on OneMain’s funding costs and governance signals. We’ll now explore how this large unsecured debt issuance and cautious analyst...

Recent commentary on Tractor Supply highlights ongoing pressure on its sales performance, with three-year annual revenue growth of 4.4% and disappointing same-store sales suggesting customers are not fully embracing its product offering or store experience. At the same time, a relatively low gross margin of 36.4% points to challenges from commoditized inventory, tough competition, and potentially weak store-level economics that could be harder to fix given the company’s already large revenue...

Johnson Controls International (NYSE:JCI) just put its retail tech ambitions front and center, rolling out new AI powered Sensormatic sensors and analytics that promise sharper shopper insights, leaner staffing, and potentially stickier in store sales. See our latest analysis for Johnson Controls International. That launch lands at a strong moment for Johnson Controls International, with the share price at $119.53 and supported by a 51.40% year to date share price return and a 186.30% five...

If you are looking at Insulet and wondering whether the recent price makes it a buy, hold, or avoid, you are not alone. This stock often divides opinion among growth focused investors. After a strong run to around $289.62, the shares are still up 12.8% year to date and 10.0% over the last year, even though the stock has slipped 0.6% in the past week and 12.5% over the past month and remains roughly flat over 3 years while still compounding at 13.2% over 5 years. Recent attention has centred...

Oruka Therapeutics (ORKA) shares have been moving after the company added Chris Martin to its board, a commercial veteran whose launch and M&A track record could reshape how investors think about Oruka’s pipeline. See our latest analysis for Oruka Therapeutics. The market seems to be buying into that narrative already, with a 1 day share price return of 13.11% and a 90 day share price return of 104.63%. The 1 year total shareholder return of 51.62% suggests momentum has been building rather...

Trinity Capital Inc. recently announced it will shift from quarterly to monthly dividends starting January 2026, with the Board approving regular monthly payouts of US$0.17 per share for January, February, and March 2026, alongside a US$0.51 per-share cash dividend for the fourth quarter of 2025 payable on 15 January 2026. This move preserves an equivalent total payout of US$0.51 per quarter, extends Trinity’s record to 25 consecutive quarters of consistent or higher distributions, and may...

United Homes Group, Inc. ( NASDAQ:UHG ) shareholders are no doubt pleased to see that the share price has bounced 41...

Scholastic Corporation ( NASDAQ:SCHL ) shareholders are probably feeling a little disappointed, since its shares fell...

Some lululemon athletica inc. ( NASDAQ:LULU ) shareholders may be a little concerned to see that the President of...

Agree Realty (ADC) just gave income investors something new to consider, with its board approving a higher monthly common dividend that works out to a 3.6% annual increase compared with last year. See our latest analysis for Agree Realty. That higher payout comes as Agree Realty’s share price sits around $72.10, with a modest year to date share price return of 3.38% and a steadier 1 year total shareholder return of 6.97%. This suggests income focused investors are still backing the story even...

Earlier this year, CMS Energy reported stronger-than-expected third-quarter results, raised its 2025 earnings outlook, introduced 2026 guidance, and reaffirmed a long-term 6%–8% adjusted EPS growth target. While analysts adjusted their views, CMS Energy’s upgraded guidance sharpened attention on how data center-driven demand and regulatory support could influence its long-term earnings path. Now we’ll assess how CMS Energy’s upgraded earnings guidance may reshape the existing investment...

Morgan Stanley just shifted its view on SolarEdge Technologies (SEDG) to a more neutral stance after a long stretch of skepticism, and other firms are gradually following. For investors, that kind of coordinated sentiment change is worth unpacking. See our latest analysis for SolarEdge Technologies. The latest upgrades are landing after a volatile stretch, with SolarEdge’s share price returning about 96 percent year to date but still leaving the three year total shareholder return deeply...

Gaming and Leisure Properties (GLPI) just added Michael Borofsky as a new independent director, bringing a deep investing and operating background that could subtly influence how this REIT allocates capital and pursues growth. See our latest analysis for Gaming and Leisure Properties. Zooming out, GLPI’s 1 month share price return of 3.79 percent contrasts with a softer 90 day share price return of negative 3.67 percent, while its 5 year total shareholder return of 43.22 percent points to...

Recently, several Wall Street firms including Keefe, Bruyette & Woods, Barclays, and JP Morgan reiterated their views on Anywhere Real Estate, highlighting its position in residential brokerage and related services. Together with televised commentary from Jim Cramer, these reactions underscore how divided professional and media opinions remain on the outlook for traditional real estate service providers. Next, we’ll explore how this mix of fresh analyst support and public skepticism may...

If you are wondering whether Bloom Energy is still worth pursuing after its huge run, or if the easy money has already been made, this article unpacks what the market might be getting right and wrong about the stock. The share price has cooled slightly in the very short term, slipping around 0.8% over the last week and 1.3% over the past month. However, that comes after a 280.1% year-to-date gain and a 267.0% increase over the last year. Behind those moves, investors have been reacting to a...

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

RXO (RXO) is back in focus after a string of cautious analyst updates and a negative outlook revision from S&P Global, all pointing to the same issue: margin pressure is getting harder to ignore. See our latest analysis for RXO. The market has been quick to price in those tightening margins, with RXO’s 7 day share price return of minus 9.6 percent and a year to date share price return of minus 42.7 percent underscoring fading momentum despite a recent 30 day share price rebound of 18.2...

In its recently reported third quarter, Federated Hermes posted revenue growth of 14.9% year on year, beating analyst estimates by 5.5% and delivering a stronger-than-expected earnings performance. This upside surprise was powered by record net sales of equity funds and rising demand for the firm’s MDT equity and alternative quantitative strategies, underscoring investor appetite for its quantitative capabilities. Next, we’ll examine how this earnings beat, underpinned by record equity fund...

Cytokinetics has secured U.S. FDA approval for MYQORZO (aficamten) tablets to treat adults with symptomatic obstructive hypertrophic cardiomyopathy, its first approved medicine and one that comes with a boxed warning and a REMS program due to heart failure risk. The label’s flexible dosing, lack of mandatory drug–drug interaction monitoring, and supporting Phase 3 SEQUOIA-HCM data could meaningfully influence how cardiologists position MYQORZO against existing therapies in oHCM care. We’ll...

Earlier this month, Revvity, Inc. introduced Signals Xynthetica, an AI Models-as-a-Service offering within its Revvity Signals platform to support AI-augmented molecular and materials design by unifying in-silico generation, predictive modeling, and experimental validation in a governed environment. An interesting angle is that Signals Xynthetica embeds AI models directly into real-world lab workflows, linking predictions with wet-lab outcomes to create a continuously learning discovery loop...