U.S. Hospitality Stock News

CF Industries Holdings’ board recently declared a US$0.50 per share common dividend, payable on February 27, 2026, to shareholders of record on February 13, 2026, and the company and POET previously launched a pilot project with major agricultural cooperatives to build a low-carbon fertilizer supply chain across key U.S. corn-growing states. This collaboration links CF Industries’ low-carbon ammonia production with POET’s ethanol facilities, creating a traceable pathway from certified...

Legend Biotech recently expanded its board by appointing veteran finance executive Gareth Kung as a Class II director and new audit committee chair, while adding GenScript chairman Robin Meng and announcing the resignations of Li Zhu and Yau Wai Man Philip, which the company said were not due to disagreements. The addition of a seasoned cross-border capital markets specialist to lead the audit committee, alongside deeper representation from major shareholder GenScript, marks a meaningful...

In early February 2026, Grabar Law Office announced an investigation on behalf of WEBTOON Entertainment shareholders after a federal court refused to dismiss a securities fraud class action alleging misleading disclosures around Monthly Active Users and IPO risk factors. The court’s decision to let the complaint proceed increases scrutiny of WEBTOON’s governance and disclosure practices, potentially influencing how investors assess its management credibility. Next, we’ll consider how this...

Earnings event puts Red Rock Resorts in focus Red Rock Resorts (RRR) is in the spotlight this week as investors look ahead to Tuesday’s after hours earnings report, an update that could reshape expectations around its recent trading performance. See our latest analysis for Red Rock Resorts. At a share price of $65.45, Red Rock Resorts has seen an 11.46% 90 day share price return and a 35.17% 1 year total shareholder return, suggesting momentum has been building ahead of this earnings...

Tesla (NasdaqGS:TSLA) is shifting its focus from electric vehicles to robotics and AI, including plans to discontinue the Model S and Model X. The company is prioritizing production of its Optimus humanoid robot and investing heavily in autonomous vehicle technology and ride hailing services. Tesla is building a U.S. based 100 gigawatt solar cell manufacturing operation to support AI compute demands and broader energy needs. These moves collectively mark a broad realignment of Tesla's core...

Archer-Daniels-Midland recently reported fourth-quarter 2025 sales of US$18,556 million and net income of US$456 million, alongside a higher quarterly dividend of US$0.52 per share and the launch of Akralos Animal Nutrition, its North American feed joint venture with Alltech. These updates come as ADM closes an SEC investigation with a US$40 million settlement that did not alter its consolidated financial results, while extending a record of more than 94 years of uninterrupted dividends and...

Ventas, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher revenue of US$1.57 billion and net income of US$70.20 million for the quarter, alongside an 8% increase in its quarterly dividend to US$0.52 per share payable on April 16, 2026. Management also issued 2026 guidance for attributable net income per share of US$0.52–US$0.62 and funds from operations of US$3.78–US$3.88 per share, underscoring how senior housing investments and improved operating metrics...

Sunoco’s latest distribution move and guidance update Sunoco (SUN) recently raised its quarterly cash distribution to $0.9317 per unit, its fifth consecutive quarterly increase. The company also reaffirmed 2026 adjusted EBITDA guidance that includes anticipated synergies from the Parkland acquisition. See our latest analysis for Sunoco. Those distribution and guidance updates have come as Sunoco’s 90 day share price return sits at 14.83% and its 5 year total shareholder return is 160.91%...

Ares Management reported past fourth-quarter 2025 results showing revenue rising to US$1,504.92 million from US$1,259 million a year earlier, while net income fell to US$54.25 million from US$177.32 million, alongside a higher common dividend and preferred dividend declarations for early 2026. Management highlighted record 2025 fundraising and assets under management above US$622 billion, supporting a 20% year-on-year increase in the first-quarter 2026 common dividend and reinforcing its...

Karooooo’s subsidiary Cartrack recently partnered with Schmitz Cargobull to integrate TrailerConnect® telematics data into Cartrack’s fleet management platform, giving transport operators real-time trailer visibility without new hardware installation. This collaboration deepens Cartrack’s role in logistics by consolidating temperature, location, route, and load-condition data to help improve efficiency, compliance, and safety for transport operators. We’ll examine how this enhanced real-time...

DICK'S Sporting Goods recently closed its Moosejaw stores, folding the acquired outdoor retailer into its Public Lands format while also cutting back the Public Lands store count. This consolidation marks a broad reset of the company’s outdoor footprint, highlighting management’s willingness to rethink underperforming concepts and reallocate resources. We’ll now examine how this reset of DICK’S outdoor footprint, including Moosejaw closures and fewer Public Lands stores, shapes its...

Loews Corporation has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$4,734 million for the quarter and US$18.45 billion for the year, while net income reached US$402 million for the quarter and US$1.67 billion for the year. Basic earnings per share from continuing operations increased to US$1.94 in the fourth quarter and US$7.97 for 2025, highlighting the impact of robust insurance operations and disciplined capital allocation across the group’s diversified...

Estée Lauder Companies (EL) is back in focus after its latest earnings update, where stronger profitability and a raised outlook were accompanied by cautious guidance for fiscal 2026 and a planned $100 million tariff hit. See our latest analysis for Estée Lauder Companies. The latest earnings release and cautious fiscal 2026 guidance triggered a sharp reset in expectations, with the stock dropping heavily around the announcement and posting a 7 day share price return of a 16.24% decline, even...

Becton, Dickinson and Company reported first-quarter 2026 results on February 9, 2026, with sales rising to US$5,252 million and net income reaching US$382 million, lifting both basic and diluted earnings per share from continuing operations to US$1.34. Alongside the earnings release, BD affirmed its quarterly dividend of US$1.05 per share and announced a US$250 million share repurchase program, while advancing a recycling feasibility study with Envetec that converts regulated plastic waste...

Recent performance snapshot for Gold.com (GOLD) Gold.com (GOLD) has drawn fresh attention after a strong recent run, with the share price at $55.32 and double digit returns over the past week, month and past 3 months catching investor interest. See our latest analysis for Gold.com. The recent 1 day share price return of 9.87% and 30 day share price return of 41.85% sit alongside a 1 year total shareholder return of 98.57%. This points to strong momentum that has built over both shorter and...

O'Reilly Automotive recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$4.41 billion for the quarter and US$17.78 billion for the year, alongside higher net income and earnings per share compared with 2024. Alongside these results, the company paired cautious 2026 guidance and rising healthcare, self-insurance, and legal costs with continued aggressive store expansion and share repurchases. Next, we’ll examine how O’Reilly’s solid earnings, conservative...

Leadership change and what it could mean for Old National Bancorp (ONB) investors Old National Bancorp (ONB) has created a new Chief Revenue Enablement Officer role and appointed banking veteran Joe Chasteen, putting fresh attention on organic growth, disciplined sales processes, and enterprise-wide execution. See our latest analysis for Old National Bancorp. The leadership news lands at a time when momentum in Old National Bancorp’s share price has been firming, with a 23.3% 90 day share...

Why Covista’s rebrand matters for Adtalem shareholders Adtalem Global Education (ATGE) is in the middle of a visible shift, formally adopting the Covista name and updating its corporate charter, bylaws, and registered agent as it leans into a healthcare focused identity. This name change lines up with a coming Investor Day and a planned ticker switch to CVSA, giving investors a fresh lens on how the company sees its role in addressing documented healthcare workforce needs. See our latest...

Hyatt Hotels (H) is in focus after agreeing to a US$1.25m settlement with the Texas Attorney General over online pricing disclosures, as regulators push hotels to show all mandatory fees upfront to consumers. See our latest analysis for Hyatt Hotels. The pricing settlement comes at a time when Hyatt’s share price has been somewhat choppy. A recent 1-day share price return of 1.96% and a 7-day share price return of 5.15% contrast with a 30-day share price return showing a 3.16% decline. Over a...

In early February 2026, Huntington Bancshares announced it will outsource its US$28.00 billion wealth management business to Ameriprise, while also adding three former Cadence Bank directors to its board and filing a shelf registration for 19,157,972 ESOP-related common shares worth about US$334.88 million. This combination of outsourcing, board refreshment following the Cadence merger, and employee-share offering signals a meaningful reshaping of Huntington’s business mix and governance...

Zions Bancorporation National Association (ZION) has been active on the capital front, issuing $500 million of fixed to floating senior notes, authorizing up to $75 million in share repurchases, and affirming regular quarterly dividends. See our latest analysis for Zions Bancorporation National Association. The recent capital moves come as momentum has been building in the share price, with a 7-day share price return of 7.05%, a 90-day share price return of 23.96%, and a 1-year total...

On January 30, 2026, Zillow Group entered into a new US$500 million revolving credit facility that can be increased by US$250 million, while a recent federal court ruling allowed the company to maintain its ban on certain private home listings in its platform policies. This combination of enhanced financial flexibility and legal backing for Zillow’s listing rules directly affects how the company balances growth, risk, and competitive positioning in U.S. residential real estate. We’ll now...

Symbotic Inc. recently reported first-quarter fiscal 2026 results, with revenue rising to US$629.99 million and net income improving to US$2.6 million, lifting earnings per share from a loss to US$0.02. The company also issued second-quarter revenue guidance of US$650 million to US$670 million and highlighted expanding high-profile partnerships, including with Walmart and SoftBank, that are reshaping its automated logistics footprint. We’ll now examine how Symbotic’s shift to profitability,...

Credit Acceptance reported past fourth-quarter 2025 results with revenue of US$579.9 million, net income of US$122 million, and diluted earnings per share from continuing operations of US$10.99, alongside meaningful share repurchases under two buyback programs. The company coupled this financial update with leadership transitions and highlighted investments in artificial intelligence and a new digital contract origination platform aimed at improving dealer and customer experience. Next,...