U.S. Health Care REITs Stock News

Chemed Corporation recently reported adjusted second-quarter 2025 earnings per share that missed analyst expectations and lowered its full-year revenue and earnings guidance. An important insight is that this disappointing update also caused analyst sentiment to turn more negative, with consensus forecasts revised downward. We'll explore how management's reduced guidance and softer financial outlook could reshape Chemed’s long-term investment narrative and growth assumptions. We've found 19...

MGIC Investment recently reported earnings that surpassed analyst expectations, announced the repurchase of 7.1 million shares valued at US$180.7 million, expanded its share buyback authorization to US$750 million through 2027, and declared a dividend of 15 cents per share payable on August 21, 2025 to shareholders of record as of August 7, 2025. The combination of strong financial results, increased repurchase activity, and dividend declaration highlights management’s focus on returning...

If you’ve been watching Upwork (UPWK) lately, there’s a new twist worth your attention. The company just announced the launch of Lifted, a purpose-built subsidiary targeting enterprise clients with an all-in-one solution for global talent sourcing, contracting, and workforce management. What stands out is how Upwork is tying together previous acquisitions and technology partnerships to fill gaps that legacy platforms have not managed effectively, especially as more companies seek flexibility...

On August 26, 2025, V.F. Corporation and its subsidiaries entered into a new five-year US$1.50 billion senior secured revolving credit facility with a syndicate of major banks, replacing their previous agreement and including options for multinational and multicurrency borrowing. This expanded and flexible credit facility signals a concerted focus on debt management and financial discipline, providing additional liquidity for working capital and corporate initiatives. We'll examine how the...

Earlier in August 2025, QuidelOrtho Corporation secured over US$3 billion in new senior secured credit facilities and announced the appointment of Erich Wolff as Executive Vice President, Strategy & Corporate Development. This combination of expanded debt financing and executive leadership with deep healthcare sector experience marks a significant shift in both the company's financial flexibility and future business strategy. Now, we'll review how QuidelOrtho's strengthened balance sheet...

StoneX Group Inc.'s Payments Division recently announced a partnership with Bank Mendes Gans (BMG) to provide advanced cross-border payment services in over 140 currencies and 180 countries, utilizing StoneX's API-driven technology and extensive payment network. This collaboration gives BMG direct access to diverse and underserved currency corridors and introduces efficiencies such as faster settlements, payment data validation, and broader global reach. Let's explore how StoneX’s...

Popular, Inc. announced on August 22, 2025, that its Board of Directors approved a quarterly cash dividend of US$0.75 per share, payable on October 1, 2025 to shareholders of record as of September 12, 2025. This dividend increase highlights management's confidence in Popular's financial position and underlines its focus on delivering shareholder value through ongoing capital returns. Given this heightened commitment to shareholder returns, we'll now examine how the dividend decision...

Cencora, Inc. announced that D. Mark Durcan will become Chairman of its Board effective October 1, 2025, succeeding Steven H. Collis who has served in the role since 2016 and will retire at the end of the fiscal year. Durcan’s extensive leadership experience, including a CEO background in the technology sector and long tenure on Cencora’s board, suggests continuity and experienced oversight for the company during an evolving healthcare landscape. We’ll explore how this leadership transition...

If you have been following IREN (NasdaqGS:IREN), the company’s latest earnings announcement probably caught your eye. The firm reported a sweep of improvements compared to last year. Revenue for the full year leapt to $501 million from $187 million, and net income turned from a loss to a solid $86.9 million in the green. That shift from red to black, with positive earnings per share replacing last year’s losses, signals that something fundamental has changed in how this business is...

If you have been weighing your options with Western Union, now is a moment worth watching. The company just released second-quarter earnings that fell short of expectations and cut its full-year revenue and earnings targets. At the same time, Western Union is rolling out a new digital service in Peru, waiving transfer fees to capture remittance flows. Its CEO also recently joined a wave of insider buying, which suggests leadership still sees untapped value. This combination of mixed signals...

In August 2025, news emerged that The Coca-Cola Company is working with Lazard to review options for its Costa Coffee business, including a potential sale, as initial talks with private equity bidders progress and indicative offers are expected in early autumn. This development follows Coca-Cola's CEO expressing disappointment with Costa's performance relative to expectations and hints at broader changes in Coca-Cola's approach to the coffee segment. We'll explore how Coca-Cola's possible...

On August 20, 2025, CubeSmart and its operating partnership completed the sale of US$450 million in 5.125% senior notes due 2035, guaranteeing principal and interest payments, with net proceeds of about US$440.2 million expected to be used for repaying existing debt and general corporate purposes. This debt issuance signals a focused effort to strengthen CubeSmart's balance sheet and enhance long-term financial flexibility through proactive capital management. Now, we'll explore how...

BioMarin Pharmaceutical recently reported robust fiscal Q2 2025 results, highlighting meaningful year-over-year gains in revenue and earnings, alongside new long-term data showing five-year clinical benefit for its gene therapy ROCTAVIAN. Management also raised revenue guidance and will present at three major healthcare investor conferences in September, emphasizing momentum in the company's development pipeline and efforts to engage stakeholders on future growth prospects. We'll examine how...

Novocure recently announced that Spain's Ministry of Health has made Tumor Treating Fields (TTFields) therapy available nationwide through the Spanish National Health System for adults with newly diagnosed glioblastoma. This marks a pivotal step in expanding both patient access and public reimbursement for TTFields in a major European healthcare market. We'll examine how the breakthrough Spanish reimbursement milestone could accelerate NovoCure's international reach and reinforce its...

Lyft (LYFT) just landed in the headlines thanks to a major deal in California, where lawmakers, Governor Newsom, and the company agreed to allow rideshare drivers to unionize without changing their independent contractor status. At the same time, legislators are backing bills to reduce insurance expenses for rideshare firms, paving the way for lower operating costs. For investors, these regulatory changes are intriguing because they touch on everything from Lyft’s labor costs to the...

In August 2025, American Express announced a new multi-year partnership becoming the Official Payments Partner of Hard Rock Stadium, the Formula 1® CRYPTO.COM Miami Grand Prix, and the Miami Dolphins, enhancing Card Member perks including exclusive presale ticket access, lounges, and fan experiences in South Florida. This expanded presence in sports and entertainment venues highlights American Express' efforts to differentiate its offerings through access-driven benefits and experiential...

MarketAxess Holdings Inc. recently reported Q2 results with revenue and adjusted EPS exceeding estimates, alongside all-time high trading volumes across credit, rates, and strategic channels. An upgraded analyst outlook followed these positive operating results, highlighting increased confidence despite ongoing competitive pressures and recent share price swings related to market volatility. We'll explore how record trading volumes and an improved analyst rating may reshape MarketAxess's...

Becton Dickinson (BDX) just released a quarterly earnings report that is getting a lot of attention from investors, especially those weighing what to do next with the stock. The headline number came in a bit soft, as revenue missed expectations, mainly because global research spending fell and tariffs pinched its research instruments and diagnostics divisions. On the other hand, BDX posted healthy year-over-year growth and kept its commitment to shareholders through buybacks and dividends...

When a big player like T-Mobile US (TMUS) drops a new business plan, it is worth paying attention, especially when that plan combines features like intelligent network performance, built-in security, and seamless satellite coverage. The newly announced SuperMobile is more than a tweak to existing offerings; it is T-Mobile’s way of signaling to both enterprise customers and investors that the company intends to lead the next wave of connectivity solutions. With Delta Air Lines and Axis Energy...

On August 29, 2025, Dawn Farrell resigned as Chair of The Chemours Company Board to become CEO of the Canadian government's new Major Projects Office, and Chemours recently announced agreements with SRF Limited to expand its fluoropolymer supply chain capacity without upfront capital investment. Farrell’s leadership change brings uncertainty to Chemours’ board direction, while the SRF collaboration enhances Chemours’ operational flexibility and supply reliability in critical markets. We'll...

Workiva recently reported quarterly results, posting a 21.2% year-over-year increase in revenues and issuing next quarter EPS guidance that surpassed analyst expectations. This robust performance highlights Workiva’s ability to capitalize on strong demand and deliver above-market growth despite an uncertain macroeconomic backdrop. Given the company’s better-than-expected revenue and profit guidance, we’ll explore what these results mean for its multi-solution growth outlook. We've found 19...

FuboTV Inc. announced the upcoming launch of Fubo Sports, a standalone skinny content service available from September 2, 2025, offering 20+ sports and broadcast networks, including ESPN’s new Unlimited plan, at a lower price point for subscribers in select markets. This product launch highlights a focused push to capture sports fans seeking affordable packages with premier content, directly bundling sought-after digital sports offerings under one subscription. As Fubo Sports integrates...

If you’re wondering what to do next with shares of Alphabet (GOOGL), there’s a lot to unpack right now. Alphabet has been everywhere this month, announcing fresh hardware at the recent Pixel launch, expanding AI-powered Google services into defense and government applications, and rolling out new partnerships that deeply weave Gemini AI into the company’s core and emerging businesses. These announcements carry weight, as they show not just a steady pace but a real escalation in the ways...

In August 2025, EPAM Systems reported fiscal second quarter results that exceeded analyst expectations and raised its full-year revenue growth forecast, supported by AI-led solutions and modernization initiatives. The company's recent delivery restructuring and a three-quarter streak of organic revenue acceleration prompted TD Cowen to upgrade its analyst rating, highlighting EPAM's renewed focus on sales execution and client expansion. We’ll examine how EPAM’s momentum in AI-led revenue...