U.S. Hospitality Stock News

In recent years, Centene’s Health Net unit invested more than US$284 million in California community programs to expand access to medical, behavioral, nutritional, and supportive services for Medi-Cal members, while the company has also been adopting AI-powered healthcare transportation technologies. These efforts to improve whole-person care, reduce health disparities, and enhance medical transport efficiency highlight how Centene is tying technology and community investment to its core...

Genuine Parts plans to separate into two independent, tax free companies by Q1 2027. The split will create a dedicated Global Automotive business and a separate Global Industrial business. The company expects the separation to sharpen business focus and reshape its long term direction. For NYSE:GPC shareholders, this planned breakup comes after a challenging stretch for the stock. Shares are at $116.16, with a 21.1% decline over the past week and a 15.6% decline over the past month. Over 3...

Howard Hughes Holdings (NYSE:HHH) is shifting its business model by acquiring specialty insurer Vantage Group Holdings Ltd. The company plans to reposition itself as a diversified holding company that includes both real estate and insurance operations. Recent operational updates include the opening of the Teravalis community and record results from its Master Planned Communities segment. Howard Hughes Holdings, trading around $72.62, is in the middle of a broad repositioning that extends...

Blue Owl Capital (NYSE:OWL) has permanently limited investor withdrawals from its Blue Owl Capital Corp II private credit fund. The firm is shifting to periodic capital returns funded by large loan asset sales instead of regular quarterly redemptions. These moves have drawn heightened attention to liquidity and transparency risks across the private credit market. Blue Owl Capital focuses on private credit and related alternative investment strategies, an area that has attracted strong...

Recent analyst commentary around Altria Group (MO) has picked up after the company highlighted industry efforts against illicit trade at the CAGNY conference, prompting fresh views on its cash generation, margins, and smoke free product shift. See our latest analysis for Altria Group. The recent uplift in analyst attention has arrived alongside stronger momentum in Altria Group’s shares, with a 30 day share price return of 11.42% and a year to date share price return of 20.36%, while the 1...

Independent Bank stock moves after recent performance shift Independent Bank (INDB) has drawn fresh attention after a recent pullback, with the stock down about 4% over the past week and 4% over the past day, despite gains over the past 3 months. See our latest analysis for Independent Bank. That pullback sits against a stronger backdrop, with a 90 day share price return of 8.46% and a 1 year total shareholder return of 22.18%, suggesting momentum has cooled recently after a steadier...

Alnylam Pharmaceuticals reported fourth-quarter 2025 revenue of US$1,097.03 million and net income of US$111.54 million, with full-year 2025 revenue of US$3.71 billion and net income of US$313.75 million, alongside filing a US$2.26 billion shelf registration for 7,000,000 common shares under an ESOP-related offering. This shift from prior-year losses to earnings, paired with preparations for potential equity issuance, highlights a company transitioning financially while planning for future...

Earlier in February 2026, NextEra Energy, Inc. declared a regular quarterly dividend of US$0.6232 per share, a 10% increase on the prior-year comparable payout, as part of its plan for roughly 10% annual dividend per-share growth through 2026 and 6% per year from 2027 to 2028. This higher dividend, alongside management’s longer-term earnings growth ambitions and expanding data center power partnerships, highlights how the company is tying shareholder returns to rising electricity...

If you are wondering whether Collegium Pharmaceutical at around US$44.85 is good value or looking fully priced, the key is understanding how its current share price stacks up against a few different valuation checks. The stock has had a mixed run recently, with a 2.1% decline over the last 7 days and a 1.4% decline over the last 30 days, even though the 1 year return sits at 53.6% and the 3 year return at 67.4%. Recent attention on Collegium has focused on its position within the US...

Stock moves and recent performance context Praxis Precision Medicines (PRAX) has drawn fresh attention after recent share price moves. The stock closed at US$342.46 and posted a one-month return of 9.9% and a three-month return of 85.9%. See our latest analysis for Praxis Precision Medicines. Beyond the recent bounce, Praxis Precision Medicines has paired strong short term share price momentum with very large one year and multi year total shareholder returns. This combination suggests...

Recently, the SEC charged Archer-Daniels-Midland and three former executives with accounting and disclosure fraud, alleging improper revenue recognition and misleading financial statements that misinformed investors. This enforcement action raises fresh questions about ADM’s internal controls and governance culture at a time when the company is already facing operational and margin pressures. We’ll now examine how these SEC fraud charges, and the governance concerns they raise, could...

Brown & Brown (NYSE:BRO) has appointed Dorothea “Dori” Henderson as Chief Information Technology Officer. Henderson will lead the company’s technology and AI agenda, with a focus on digital transformation and enterprise systems. Brown & Brown, trading at $69.16, is putting more attention on its technology direction at a time when digital capabilities are central to how insurance distributors operate. The stock shows mixed performance, with a 26.1% return over 3 years and 52.7% over 5 years,...

In the past few days, law firm Kirby McInerney LLP announced it is investigating Alvotech and certain executives for potential federal securities law violations after the FDA issued a complete response letter citing a failed facility inspection for its AVT05 biologics license application. This combination of regulatory setback and investor scrutiny raises fresh questions about Alvotech’s quality controls, regulatory risk management, and disclosure practices around its biosimilar...

Fiverr International (NYSE:FVRR) has restructured its executive team, appointing a new Chief Financial Officer and introducing a Chief Business Officer role. The leadership changes are aimed at addressing rising operational complexity and supporting the company’s long term goals. These moves come as Fiverr faces stronger competitive pressures and continues its push toward serving higher value clients. Fiverr operates a global online marketplace that connects freelancers with businesses...

In the fourth quarter of 2025, Oasis Management Co Ltd. lifted its stake in Hut 8 Corp. by 2,004,953 shares, investing about US$88.38 million and bringing its holding to 2,307,683 shares valued around US$106.01 million. This larger institutional position comes just before Hut 8’s expected report of a US$0.41 loss per share, highlighting contrasting signals around its evolving role beyond a pure Bitcoin mining proxy. Next, we’ll examine how Oasis Management’s expanded position reshapes Hut...

Griffon (GFF) is back in focus after fiscal Q1 results topped expectations, alongside a new AMES North America and Venanpri Tools joint venture, continued share buybacks, and the company’s 58th consecutive quarterly dividend. See our latest analysis for Griffon. Despite a 2.3% one day share price decline and a 7.5% 7 day share price pullback, Griffon’s 30 day and 90 day share price returns of 3.7% and 14.9% respectively, together with a 1 year total shareholder return of 22.4% and a 3 year...

MFA Financial (MFA) is on investor watch after posting annual revenue of US$325.4 million and net income of US$135.7 million, with recent returns mixed over the day, week, month and past 3 months. See our latest analysis for MFA Financial. At a share price of US$9.90, MFA Financial has seen short term share price softness alongside a positive 3 month share price return and a stronger 1 year total shareholder return of 11.27%. This suggests that recent price swings are occurring within a more...

The Trump administration recently invoked the Trade Act of 1974 to impose a 15% global tariff for up to 150 days, raising fresh uncertainty for companies reliant on international supply chains, including IT distributor and solutions provider Ingram Micro Holding. Because Ingram Micro’s core business depends on cross‑border technology distribution and complex global logistics, these tariffs directly challenge how efficiently it can source, price and move products for vendors and customers...

V2X (NYSE:VVX) has secured a position on the US Department of Defense's Advanced Technology Support Program 5. The ATSP5 contract has a ceiling of up to US$25b for defense engineering and advanced technology services. The award opens the door for V2X to compete for mission-focused, AI-driven and modernization projects across the Pentagon. For you as an investor, the ATSP5 award puts V2X directly in the mix for some of the largest engineering and technology projects sponsored by the...

Recent coverage has put Nomad Foods (NOMD) in focus after it received a strong value rating, with valuation ratios such as Forward P/E, P/B, P/S, and P/CF comparing favorably against industry peers. See our latest analysis for Nomad Foods. The recent focus on Nomad Foods' value credentials comes after a mixed run, with a 1 month share price return of 8.57% and year to date share price return of 6.25%, set against a 1 year total shareholder return decline of 28.81% that reflects past weakness...

Spectrum Brands Holdings (SPB) has drawn fresh attention after recent trading left the stock with a one-month return of 22% and a gain of 34.1% over the past three months, sharpening interest in its consumer brands portfolio. See our latest analysis for Spectrum Brands Holdings. That recent run sits on top of a 31.43% year to date share price return as the stock trades at US$78.91. The 1 year total shareholder return of 3.46% and 3 year total shareholder return of 33.70% suggest momentum has...

NasdaqGS:NDAQ has launched the Nasdaq Private Capital Indexes, a new suite of benchmarks for private markets. The indexes aim to provide greater transparency and standardized performance measurement for private capital investments. The launch is designed to serve institutional investors, consultants, and other market participants that use private market data. NasdaqGS:NDAQ operates as a global technology and market infrastructure provider, with data, analytics, and index services sitting...

The U.S. FDA is now reviewing Moderna’s mRNA flu vaccine application after previously issuing a Refusal to File tied to the study’s choice of comparator. This reversal reopens the regulatory path for Moderna’s mRNA flu program, which is part of the company’s broader respiratory vaccine portfolio. The shift follows public criticism of the initial decision and comes at a time when mRNA platforms remain central to Moderna’s long term product plans. For investors watching NasdaqGS:MRNA, this...

Ares Management (NYSE:ARES) has priced its second European direct lending CLO, expanding its private credit activity in the region. The firm is also preparing a new sports, media, and entertainment investment fund aimed at European investors. Both initiatives point to broader plans across European credit and alternative assets. Ares Management, a global alternatives manager, is focusing further on private credit in Europe with a new direct lending CLO while also preparing to target sports,...