U.S. Hospitality Stock News

Why the latest earnings matter for ServisFirst Bancshares stock ServisFirst Bancshares (SFBS) just reported fourth quarter 2025 results that put net interest income at US$146.52 million and net income at US$86.38 million, with earnings per share of US$1.58 from continuing operations. Investors are also tracking credit costs, as net charge offs for the quarter came in at US$6.68 million compared with US$2.70 million a year earlier. This adds important context to the earnings headline. See our...

CSW Industrials (NYSE:CSW) recently closed its largest acquisitions to date, adding Mars Parts, Hydrotex Holdings, and ProAction Fluids. The company is working through integration costs and margin pressure tied to these deals, while aiming to capture synergies and tighten cost controls. Management is also continuing share buybacks and highlighting the potential for future order stabilization as the expanded portfolio beds down. For investors watching NYSE:CSW, these moves come after a mixed...

Trial progress and regulatory alignment put TSHA-102 in focus Taysha Gene Therapies (TSHA) moved into the spotlight after announcing first patient dosing in its REVEAL pivotal trial for TSHA-102, together with written FDA alignment on using ASPIRE safety data for Rett syndrome. See our latest analysis for Taysha Gene Therapies. Despite the REVEAL trial update and FDA alignment on TSHA-102, the stock’s 1 month share price return of 14.1% and 7 day share price return of 4.45% show recent...

V2X (VVX) is in focus after two key developments: the Court of Federal Claims cleared the company to proceed on the Air Force T-6 contract, and V2X announced a new partnership with Amazon. See our latest analysis for V2X. Those contract and AI warehousing updates land after a sharp 23.9% 1 month share price return and a 34.3% 1 year total shareholder return, which may indicate that momentum has picked up recently alongside both growth potential and reduced program risk. If this kind of...

Hartford Insurance Group (HIG) is back in focus after reporting fourth quarter and full year 2025 results, with higher revenue, stronger net income, and continued share repurchases shaping the latest view of the stock. See our latest analysis for Hartford Insurance Group. The latest earnings and buyback update has been followed by a 1-day share price return of 2.03% and a 7-day share price return of 3.30%. The 1-year total shareholder return of 22.30% and 5-year total shareholder return of...

Plexus (PLXS) is back in focus after reporting first quarter sales of US$1,069.85 million and net income of US$41.18 million, along with guidance that points to higher second quarter revenue and earnings. See our latest analysis for Plexus. The strong first quarter update and upbeat second quarter guidance have arrived alongside a sharp shift in sentiment, with Plexus posting a 30.94% 1 month share price return and a 43.70% 1 year total shareholder return. This suggests that momentum has...

Yum China Holdings has drawn attention ahead of its February 4, 2026 earnings release, as analysts expect year-over-year growth in both revenue and earnings while the board considers introducing a potential quarterly dividend and a director prepares to step down at the 2026 Annual Meeting. At the same time, KFC’s recent delivery price increases in China are being interpreted as a meaningful shift toward improving restaurant-level profitability as the business adapts to a tougher dine-in...

Host Hotels & Resorts (HST) drew investor attention after its third quarter 2025 earnings topped adjusted funds from operations expectations, paired with full year guidance updates and a Moody’s credit rating upgrade. See our latest analysis for Host Hotels & Resorts. At a share price of US$18.53, Host Hotels & Resorts has given investors a 14.9% 90 day share price return and a 17.5% 1 year total shareholder return. This suggests momentum has been building as its earnings beat, special...

Why Bancorp Is On Investors’ Radar Today Bancorp (TBBK) has drawn attention after recent trading left the stock with a 1 day return of around a 16% decline and a past month move of about a 12% decline from its last close of $59.44. See our latest analysis for Bancorp. The sharp 1 day share price return decline of 15.72% and 12.15% share price return decline over the past month come after a period where total shareholder return over 3 and 5 years is 66.41% and about 3.2x respectively. This...

Haemonetics recently reported an exceptional Q3, with US$327.3 million in revenue beating analyst expectations even as sales were 5.3% lower year on year, and completed its acquisition of Ireland-based Vivasure Medical, a maker of advanced polymer implants and delivery systems. Together, the earnings beat and Vivasure acquisition highlight Haemonetics’ push to expand its portfolio of hospital blood and vascular management technologies, drawing increased attention from industry...

Futu Holdings (FUTU) is drawing attention after launching its Futubull AI platform and partnering with Nasdaq to add more options expiry cycles, developments coming just before its Q4 2025 and full year results. See our latest analysis for Futu Holdings. Those product launches and the Nasdaq partnership come after a mixed stretch for the stock, with a 1 day share price return of a 1.4% decline and a 30 day share price return of an 8.9% decline. However, a 1 year total shareholder return of...

In late January 2026, Scotts Miracle-Gro reported first-quarter fiscal 2026 results showing US$354.4 million in sales and a net loss of US$125 million, while reaffirming full-year guidance and unveiling a multiyear US$500 million share repurchase program alongside an ongoing dividend of US$0.66 per share. Management also outlined plans for margin-accretive tuck-in acquisitions, new kid- and pet-focused lawn products, and a 10-minute lawn care program, underscoring a tighter focus on...

Recently, AGCO Corporation reported past third-quarter 2025 results that exceeded earnings and revenue expectations, while also filing an 8-K outlining new 2026 restricted stock unit and performance share agreements and confirming a regular quarterly dividend payable in March 2026. Alongside these financial updates, the AGCO Foundation’s partnership with the University of Sydney Business School to expand the RARE program’s agriculture stream highlights the company’s focus on supporting rural...

Equity LifeStyle Properties (ELS) is back on investor radars after recent share price moves, with the stock last closing at US$63.17. That has prompted fresh attention on its returns and income profile. See our latest analysis for Equity LifeStyle Properties. The recent 1 month share price return of 5.65%, on top of a 90 day share price return of 4.59%, sits against a 1 year total shareholder return that is broadly flat, suggesting momentum has picked up only in the shorter term as investors...

ScanlanKemperBard, in partnership with RGA ReCap on behalf of Reinsurance Group of America, recently acquired Columbia River Collection, a 513,275-square-foot, eight-building industrial complex in Portland’s Columbia River corridor, while RGA also announced new senior leadership appointments. This combination of real estate expansion and refreshed leadership highlights how RGA is continuing to build out both its asset base and internal capabilities. We’ll now examine how this industrial...

Thermo Fisher Scientific (NYSE:TMO) plans to close its Franklin, Massachusetts facility, with associated workforce reductions. The company is also pursuing a significant acquisition of Clario to expand its clinical trial and digital data solutions capabilities. The Clario transaction is expected to be accretive and is projected to close by mid 2026, subject to customary conditions. Thermo Fisher Scientific, a major player in life science tools and laboratory equipment, is reshaping parts of...

Capital Southwest Corporation recently formed an off‑balance sheet joint venture with another private credit asset manager to invest primarily in first out senior secured debt in the lower middle market, with each party holding a 50% equity interest and equal representation on the joint venture’s board of managers. This structure allows Capital Southwest to potentially expand its private credit reach and deal flow while sharing investment risk and funding through an anticipated senior...

In late January 2026, Church & Dwight reported fourth-quarter and full-year 2025 results showing higher sales and earnings, issued 2026 guidance calling for a small reported sales decline tied to 2025 business exits but higher diluted EPS, raised its quarterly dividend by 4.2%, and completed a US$771.12 million share repurchase program. The company also highlighted that new products are expected to contribute roughly half of organic growth in 2026, underscoring how innovation across brands...

If you are wondering whether EOG Resources at around US$112 per share still offers value, you are not alone. This article will focus on what the numbers say about that question. The stock has returned 3.5% over the last 7 days and 4.5% over the last 30 days, while the 1 year return stands at a 7.6% decline and the 5 year return is 152.9%. Recent market attention on EOG Resources has centered on how energy names are being priced against long term commodity expectations and capital allocation...

In late January 2026, The Schall Law Firm announced an investigation into Newegg Commerce over potential securities law violations after the company disclosed that its chairman and controlling shareholder, He Zhitao, had been detained and placed under investigation. This development raises pointed questions about Newegg’s governance structure and leadership continuity, given the central role of a single controlling shareholder. We’ll now examine how the chairman’s detention and related...

Columbia Financial (CLBK) has reshaped its senior leadership, promoting Dennis E. Gibney to First Senior Executive Vice President and Chief Banking Officer and naming Thomas Splaine, Jr. as Executive Vice President and Chief Financial Officer. See our latest analysis for Columbia Financial. At a share price of $16.27, Columbia Financial has seen its short term momentum pick up, with a 30 day share price return of 5.51% and a 1 year total shareholder return of 10.01%, although the 3 year total...

UMB Financial (UMBF) is back in focus after fourth quarter 2025 results topped revenue and earnings expectations, helped by stronger net interest income, commercial lending activity, and progress integrating the Heartland Financial acquisition. See our latest analysis for UMB Financial. That strong Q4 showing and continued dividend payments have arrived alongside a clear rebound in sentiment, with a 90 day share price return of 18.48% and a 5 year total shareholder return of 80.88% pointing...

In late January 2026, Advanced Energy Industries was removed from the S&P 600 and S&P 600 Information Technology indices and simultaneously added to the S&P 400 and S&P 400 Information Technology indices as part of an index rebalancing. This index migration shifts the company into a mid-cap benchmark, potentially altering its investor base as passive funds and ETFs adjust their holdings to reflect the new index alignment. Next, we examine how Advanced Energy Industries’ move from the S&P 600...

In late January 2026, General Mills expanded its Canadian recall of select Pillsbury Pizza Pops due to potential E. coli contamination, while its board amended and restated the company’s bylaws and declared a US$0.61 quarterly dividend payable on May 1, 2026. Alongside these moves, the appointment of Hyatt CFO Joan Bottarini as an independent director highlights General Mills’ focus on board expertise, governance refinement, and continued capital returns. Next, we’ll examine how Joan...