U.S. Hospitality Stock News

In early March 2026, Precision BioSciences announced it had reached a clinical milestone under its licensing agreement with TG Therapeutics for azercabtagene zapreleucel in progressive multiple sclerosis, triggering a US$7.5 million milestone payment, including US$5.25 million in cash and a US$2.25 million equity purchase. This progress adds azer-cel as a differentiated autoimmune program alongside TG Therapeutics’ BRIUMVI franchise, potentially broadening its MS-focused treatment portfolio...

Zillow Group (ZG) has expanded its existing share repurchase authorization, approving up to an additional US$1.25b of Class A common stock and Class C capital stock, bringing the overall equity buyback pool to US$4.75b. See our latest analysis for Zillow Group. Even with the expanded buyback plan, Zillow Group’s recent share price performance has been weak. The 30 day share price return is 16% and the year to date share price return is 30% at a last close of US$45.97. The 1 year total...

Recent moves in PagSeguro Digital (PAGS) PagSeguro Digital (PAGS) has drawn attention after recent share price weakness, with the stock down about 10% over the past month and roughly flat over the past three months. See our latest analysis for PagSeguro Digital. Looking beyond the recent 8.2% 7 day share price decline and 10.4% 30 day share price decline, PagSeguro Digital’s 43.3% 1 year total shareholder return sits against a mixed longer term record. This suggests short term momentum has...

Arcus Biosciences (RCUS) has jumped back onto investor screens after updated clinical data for its kidney cancer drug candidate casdatifan, a broad pipeline update, and full year 2025 earnings, all released in quick succession. See our latest analysis for Arcus Biosciences. Those casdatifan data and the broader pipeline update arrived alongside full year results and fresh shelf and at the market filings. After an earlier stock jump around Q4 earnings, Arcus’ 1 day share price return of 0.45%...

Aura Minerals Inc. recently reported 2025 results showing total sales of US$921.73 million and a net loss of US$79.34 million, alongside 278,296 gold equivalent ounces sold and a Board-approved dividend of US$0.66 per share (US$55.12 million in total) to be paid in March 2026. The company also released an updated Borborema feasibility study that lifted Probable Reserves to about 1.48 million ounces of gold, extended mine life to 20.5 years and supported stronger project economics, while...

Monte Rosa Therapeutics (GLUE) is back on investors’ radar after reporting encouraging Phase 1/2 data for MRT-2359 with enzalutamide in metastatic castration-resistant prostate cancer and outlining plans for Phase 2 trials along with a sizable equity raise. See our latest analysis for Monte Rosa Therapeutics. The latest MRT-2359 data and planned Phase 2 trials come after a strong run, with a year-to-date share price return of 16.26% and a 1-year total shareholder return of about 2x. At the...

In recent weeks, KKR & Co. Inc. moved to amend its charter to eliminate supermajority voting requirements while also facing scrutiny over private-credit asset quality following a dividend cut at FS KKR Capital Corp. At the same time, KKR has pursued new growth avenues, including the planned acquisition of sports investor Arctos Partners and interest in a minority stake in IndiaRF-backed Synthimed Labs as it readies for an IPO, even as executives increased their personal shareholdings. We'll...

In February, Kohl’s Corporation’s board declared a regular quarterly dividend of US$0.125 per share, payable on April 1, 2026, to shareholders of record as of March 18, 2026. At the same time, investor attention has been building around Kohl’s upcoming earnings report and new leadership team, which some commentators see as a potential operational turning point. Next, we’ll examine how renewed focus on Kohl’s management-led turnaround and the upcoming earnings report could influence its...

In late February 2026, U.S. Physical Therapy reported fourth-quarter 2025 revenue of US$202.73 million and net income of US$4.15 million, announced a 10‑year alliance that will fold a subsidiary’s ten clinics into a local hospital’s network by year-end 2026, approved a quarterly dividend increase to US$0.46 per share effective for April 10, 2026, and disclosed an upcoming CFO transition with Jason Curtis stepping in on an interim basis. Alongside these updates, management raised full‑year...

Why Old National Bancorp Is On Investor Radars Today Old National Bancorp (ONB) has been catching attention after recent share price moves, with the stock down about 14% over the past month but roughly flat over the past 3 months. Against that backdrop, investors are looking more closely at how its current market valuation lines up with reported annual revenue of US$2.3b and net income of US$653.1 million, along with its value score of 4. See our latest analysis for Old National Bancorp. At a...

Business expansion in South Carolina Encompass Health (EHC) has opened the Encompass Health Rehabilitation Hospital of Irmo, a 49 bed inpatient facility in South Carolina, expanding its regional rehabilitation footprint and adding capacity across several complex care needs. See our latest analysis for Encompass Health. Against this backdrop, Encompass Health’s 1 year total shareholder return of 8.6% and 3 year total shareholder return of around 7x, alongside a modest year to date share price...

Astronics Corporation recently reported past fourth-quarter 2025 sales of US$240.07 million, up from US$208.54 million a year earlier, with net income improving to US$29.62 million from a prior net loss and earnings per share swinging from a loss to a profit. For full-year 2025, Astronics moved from a net loss to US$29.36 million in net income on higher sales of US$862.13 million, and paired this turnaround with 2026 revenue guidance of US$950 million to US$990 million, signaling...

TXNM Energy (TXNM) is on investors’ radar after its recent rebrand from PNM Resources, shifting its identity while continuing to provide regulated electricity and related services across Texas and New Mexico. See our latest analysis for TXNM Energy. The share price has held close to US$58.88 in recent weeks, with a modest 90 day share price return of 1.08% contrasting with a stronger 1 year total shareholder return of 26.63%. This suggests longer term momentum remains intact despite quieter...

Ryan Specialty Holdings (RYAN) is back in focus after reporting 2025 revenue of more than US$3.05b, completing five acquisitions, and launching its three year Empower Program to streamline operations and cut costs. See our latest analysis for Ryan Specialty Holdings. Despite the Empower Program and recent acquisitions getting attention, Ryan Specialty Holdings’ 1 day share price return of 1% and 7 day share price return of 0.9% sit against a 30 day share price decline of 16.4%, a year to date...

If you are wondering whether Bel Fuse shares still offer value after a strong run, this article explains what the current price might be implying about the business. The stock closed at US$172.94 recently, with a 7 day return of an 18.4% decline and a 30 day return of a 16.0% decline, while the 1 year return sits at 119.7% and the 3 year return is very large. These price moves sit against a backdrop of ongoing attention on Bel Fuse within the tech sector, as investors reassess companies that...

Bio-Techne recently presented at the TD Cowen 46th Annual Health Care Conference on March 3, 2026, at the Boston Marriott Copley Place Hotel in Boston, Massachusetts, sharing its latest updates with investors and industry participants. This conference appearance came shortly after broader healthcare sector concerns tied to a weak February jobs report, linking Bio-Techne’s story more closely to macroeconomic sentiment than to company-specific developments. We’ll now examine how sector-wide...

NVIDIA (NasdaqGS:NVDA) has halted production of its H200 chips for China, redirecting capacity to its Vera Rubin platform in response to export rules and global AI demand. The company is committing multibillion dollar funding to next generation optics and photonics, including Coherent and Lumentum, to address AI data center bottlenecks. New partnerships with Nokia, Texas Instruments, Tech Mahindra, DeepSig, LITEON, and Keysight aim to accelerate AI native wireless networks, robotics, and...

If you are wondering whether Millrose Properties at around US$29.77 is offering genuine value or just looks cheap on the surface, you are not alone. The stock has pulled back with a 4.0% decline over the past week and a 6.1% decline over the past month, yet it still sits on a 50.2% return over the last year and is close to flat year to date at a 0.2% decline. Recent news around Millrose has focused on its position as a listed real estate player, including ongoing coverage of its portfolio...

In February 2026, EOG Resources reported fourth-quarter and full-year 2025 results showing revenue of US$5,638 million for the quarter and US$22.63 billion for the year, alongside lower net income, and declared a US$1.02 per-share dividend payable on April 30, 2026. The company paired softer earnings with meaningfully higher oil and gas production volumes and detailed 2026 output guidance, giving investors a clearer view of its operating profile and capital returns priorities. Next, we will...

Earnings, production and dividend decisions in focus Coterra Energy (CTRA) has drawn fresh attention after fourth quarter and full year 2025 results, new 2026 production guidance and a quarterly dividend affirmation combined with supportive views from several research firms. See our latest analysis for Coterra Energy. Coterra’s shares trade at US$31.03, with a 90 day share price return of 16.79% and a 1 year total shareholder return of 23.11%. This suggests momentum has picked up recently...

The Pentagon has banned Anthropic as a national security supply chain risk, immediately affecting its Claude AI model. Palantir Technologies (NasdaqGS:PLTR) must quickly remove Claude from key U.S. defense platforms and rebuild affected workflows. The transition is causing short term disruption to sensitive government contracts, including potential outages and project delays. For investors watching Palantir Technologies at a share price of $157.16, this development hits the core of its...

Strategy (MSTR) is back in focus after Bitcoin touched a one month high. The company added 3,015 bitcoins, lifting its holdings above 720,000 BTC and benefiting from friendlier US crypto policy signals. See our latest analysis for Strategy. Despite the latest Bitcoin-driven bounce and friendlier policy signals, Strategy’s recent momentum has been weak, with a 90 day share price return showing a 29.35% decline and a 1 year total shareholder return of a 44.19% loss, contrasting with a very...

Baidu's AI chip unit Kunlunxin is preparing for an IPO expected to be completed by the first half of 2026. The planned listing could allow Kunlunxin to be included in Southbound Trading of Stock Connects after the IPO. The move highlights Baidu's focus on AI hardware alongside its core internet and AI services business. For investors following NasdaqGS:BIDU, Kunlunxin sits at the intersection of Baidu's AI research and the growing demand for specialized chips. The subsidiary focuses on AI...

Why VICI Properties Is On Investors’ Radar VICI Properties (VICI) has drawn fresh attention after recent share moves, with the stock showing mixed returns over the past year and a modest gain over the past 3 months. See our latest analysis for VICI Properties. At a share price of $29.67, VICI’s recent 30-day share price return of 3.16% and 90-day share price return of 6.88% sit against a 1-year total shareholder return of 3.78% decline. This suggests momentum has been picking up after a...