U.S. Hotel and Resort REITs Stock News

NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Is Royal Gold's (RGLD) Cautious Dividend Amid Rate Cuts Aligned With Insider Sentiment?

In recent days, Royal Gold has been highlighted for accelerating revenue and earnings growth, strong profit margins, and a conservative dividend payout approach amid supportive mid-cap dividend conditions following Federal Reserve rate cuts. At the same time, analysts remain broadly positive while insider selling has increased, creating a contrast between upbeat external expectations and more cautious signals from within the company. We’ll now examine how this combination of strong...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

A Look At Acadia Healthcare (ACHC) Valuation After David Einhorn Stake And Leadership Changes

Why Acadia Healthcare Stock Just Drew Fresh Attention Acadia Healthcare Company (ACHC) moved back into focus after hedge fund manager David Einhorn disclosed a new stake, alongside trading volume that surged well above typical levels and recent leadership changes. See our latest analysis for Acadia Healthcare Company. The recent 1 day share price return of 5.54% caps a sharp short term rebound, with 7 day and 30 day share price returns of 25.43% and 43.58% respectively. However, the 1 year...
NYSE:KTB
NYSE:KTBLuxury

Is Kontoor Brands (KTB) Attractive After Recent Share Price Weakness And Brand Resilience News?

If you are wondering whether Kontoor Brands is offering good value at its current share price, you are not alone. This article is built to help you weigh what the numbers are really saying. The stock recently closed at US$67.46, with returns of 0.6% over the last 7 days, 13.5% over the last 30 days, 9.7% year to date and a 17.0% decline over the past year, set against gains of 63.2% over 3 years and 85.2% over 5 years. Recent headlines around Kontoor Brands have focused on the resilience of...
NYSE:WHG
NYSE:WHGCapital Markets

Westwood Holdings Group (WHG) Net Margin Jump Questioned By One Off Gain Narrative

Westwood Holdings Group (WHG) has wrapped up FY 2025 with fourth quarter revenue of US$27.1 million and basic EPS of US$0.22, rounding out a trailing 12 month picture that includes total revenue of US$97.8 million and EPS of US$0.84. Over recent periods the company has seen revenue move from US$25.6 million and EPS of US$0.25 in Q4 2024 to Q3 2025 levels of US$24.3 million and EPS of US$0.44 before the latest quarter, while trailing net profit margin has shifted from 2.3% to 7.2%. This gives...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital (WDC) Valuation Check After Strong Multi Month Share Price Momentum

Recent share performance and business snapshot Western Digital (WDC) has drawn fresh investor attention after a month that included a 27.1% return and a 73.3% gain over the past 3 months, prompting closer scrutiny of its fundamentals. The company reports revenue of US$10.734b and net income of US$3.946b, with both revenue and net income growth stated at 16.193% and 14.6651% respectively, and a recent closing price of US$281.58. See our latest analysis for Western Digital. While the 1-day and...
NYSE:FN
NYSE:FNElectronic

Assessing Fabrinet (FN) Valuation After Strong Earnings And AI Data Center Growth Guidance

Fabrinet (FN) shares have been in focus after the company reported second quarter results, issued third quarter guidance, and updated investors on the completion of a long running share repurchase program. See our latest analysis for Fabrinet. The latest quarterly earnings and guidance appear to be the key driver behind Fabrinet’s 7.25% 1 day share price return. Its 90 day share price return of 18.94% and very large 5 year total shareholder return of 462.23% point to momentum that has built...
NYSE:FE
NYSE:FEElectric Utilities

Is It Too Late To Consider FirstEnergy (FE) After Its Strong Multi Year Share Price Run?

If you are wondering whether FirstEnergy at around US$50.10 is offering fair value or an opportunity, you are in the right place to unpack what the current price might actually reflect. The stock has returned 7.4% over the last 7 days, 5.8% over the past month, 10.7% year to date, 30.4% over 1 year, 38.4% over 3 years and 80.5% over 5 years, which has many investors asking how much of the story is already priced in. Recent market attention on FirstEnergy has been shaped by ongoing regulatory...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion (TRUP) Turns TTM Profitable Yet Thin Margins Test Bullish Narratives

Trupanion (TRUP) just wrapped FY 2025 with Q4 revenue of US$376.9 million and basic EPS of US$0.13, while trailing twelve month EPS sat at US$0.45 on revenue of about US$1.4 billion. The company has seen revenue move from US$337.3 million in Q4 2024 to US$376.9 million in Q4 2025, with quarterly basic EPS shifting from US$0.04 a year ago to US$0.13 most recently. This puts the focus squarely on how sustainably margins are settling at these levels. See our full analysis for Trupanion. With the...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

American Electric Power (AEP) Is Up 7.6% After Strong 2025 Results And Data Center Load Surge – Has The Bull Case Changed?

American Electric Power Company, Inc. has now reported its full-year 2025 results, with revenue rising to US$21.88 billion and net income to US$3.58 billion, while Q4 earnings and revenue exceeded analyst expectations and 2026 operating earnings guidance was reaffirmed. Management also doubled its contracted large-load pipeline to 56 GW, largely tied to data centers and industrial customers, and outlined a US$72.00 billion-plus capital plan through 2030, signaling how surging power demand is...
NasdaqGM:PAMT
NasdaqGM:PAMTTransportation

PAMT (PAMT) FY 2025 Loss Deepens As Margins Struggle Despite US$141 Million Q4 Revenue

PAMT just posted its FY 2025 numbers with Q4 revenue of US$141.3 million and a basic EPS loss of US$1.40, while net income excluding extra items came in at a loss of US$29.3 million. The company has seen quarterly revenue move from US$166.5 million and a basic EPS loss of US$1.45 in FY 2024 Q4 to US$141.3 million and a US$1.40 loss per share in FY 2025 Q4. Trailing twelve month revenue was US$598.1 million with a cumulative EPS loss of US$2.48. For investors, the key point this quarter is how...
NYSE:GM
NYSE:GMAuto

GM Ramps Cash Returns As EV Strategy And China Plans Evolve

General Motors (NYSE:GM) announced a larger regular dividend and a new US$6b share buyback program following its latest earnings release. The company named Claudia Gast as deputy CFO, expanding its senior finance leadership bench. GM highlighted ongoing supply chain risk linked to the bankruptcy of First Brands, a key supplier. The automaker is reshaping its electric vehicle partnerships after Honda stepped back from joint plans and is adjusting its approach in China. GM reported fresh...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Alkami Webinar Highlights Data Quality Push For Deeper Bank Relationships

Alkami Technology, NasdaqGS:ALKT, is hosting a webinar focused on turning transaction data into actionable insights for banks and credit unions. The event will cover automated data cleansing and standardized transaction data to support decision-making and customer engagement. Alkami Technology, trading at $16.27, operates in a part of fintech that is closely tied to how banks and credit unions serve customers online. The company’s share price performance has varied, with a 3.5% return over...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Is Up 12.7% After AI-Fueled Bookings Boost Q4 Results And 2026 Guidance

In February 2026, Equinix reported past fourth-quarter 2025 revenue of US$2,420 million and net income of US$265 million, alongside full-year 2025 net income of US$1.35 billion and a higher quarterly dividend of US$5.16 per share. The results were underpinned by record gross bookings, strong recurring revenue and a surge in AI-related workloads, with around 60% of the largest recent deals tied to AI infrastructure demand. We’ll now examine how Equinix’s AI-driven bookings strength and...
NYSE:WPC
NYSE:WPCREITs

How W. P. Carey’s €1 Billion Eurobond and Earnings Beat Will Impact W. P. Carey (WPC) Investors

In February 2026, W. P. Carey completed a €1 billion fixed-rate senior unsecured Eurobond offering in two tranches, a €500 million 3.250% note due October 2, 2031 and a €500 million 3.750% note due May 10, 2035, alongside reporting fourth-quarter and full-year 2025 results showing higher revenue, net income and earnings per share from continuing operations versus 2024. The bond proceeds are earmarked to refinance notes maturing in April 2026, repay other debt and fund future investments,...
NYSE:LH
NYSE:LHHealthcare

Is Labcorp Holdings (LH) Pricing Reflect Its Role In U.S. Diagnostics Today

If you are wondering whether Labcorp Holdings is reasonably priced or asking too much at today’s levels, you are not alone. This article is designed to help you size up its valuation with clear numbers. The stock last closed at US$282.63, with returns of 2.0% over 7 days, 4.3% over 30 days, 12.3% year to date, 15.9% over 1 year, 33.2% over 3 years and 39.8% over 5 years. These figures will naturally influence how investors think about its current value and risk. Recent news around Labcorp...
NYSE:PSA
NYSE:PSASpecialized REITs

Public Storage’s PS4.0 Pivot and Leadership Shake-Up Might Change The Case For Investing In PSA

In February 2026, Public Storage reported fourth-quarter results that exceeded analyst expectations, issued 2026 guidance calling for a 2.2% same-store revenue decline and up to a 3.9% net operating income decline, unveiled its PS4.0 transformation plan, and detailed a leadership transition with CFO and CIO Tom Boyle becoming CEO as the company moves its headquarters from Glendale, California, to Frisco, Texas. This combination of softer near-term guidance, a new technology-focused operating...
NYSE:BEN
NYSE:BENCapital Markets

Franklin Resources Explores Tokenization And Secondaries While Shares Trade Below Value

Franklin Resources (NYSE:BEN) has launched an institutional collateral program with Binance, allowing tokenized U.S. money market fund shares to be used as collateral. The firm reports over US$3.5b in assets under management in its Franklin Lexington private equity secondaries strategy within roughly a year of its launch. Franklin Resources continues to invest in AI and blockchain as part of its broader digital transformation efforts. For you as an investor, these moves show how Franklin...
NYSE:EPRT
NYSE:EPRTREITs

Should Strong Q4 Results and Higher 2026 AFFO Guidance Require Action From Essential Properties (EPRT) Investors?

In February 2026, Essential Properties Realty Trust, Inc. reported fourth-quarter 2025 results showing revenue of US$149.87 million and net income of US$68.07 million, with full-year 2025 revenue reaching US$561.22 million and net income of US$253.01 million. The company paired these results with raised 2026 AFFO per share guidance and high portfolio occupancy of 99.7%, underscoring the resilience of its long-lease, service-focused net-lease model and its ability to keep expanding its...
NYSE:CCK
NYSE:CCKPackaging

Crown Holdings (CCK) Valuation Check After Recent Share Price Momentum And Undervaluation Claims

Crown Holdings stock snapshot following recent performance Crown Holdings (CCK) has drawn investor attention after a mix of short term pullback and longer period gains, with the share price last closing at $110.79 and showing positive returns over the past year. Over the past week the stock logged a 1.9% decline, while it showed a 6.3% gain over the past month and a 16.6% return in the past 3 months, prompting investors to reassess expectations. See our latest analysis for Crown Holdings. The...
NYSE:HTH
NYSE:HTHBanks

Hilltop Holdings Q4 Improved Credit Quality Challenges Bearish Narratives On Loan Risk

Hilltop Holdings (HTH) just closed out FY 2025 with Q4 total revenue of US$322.1 million and basic EPS of US$0.69, backed by trailing 12 month revenue of US$1.27 billion and EPS of US$2.64. Over the past year, the company has seen revenue move from US$1.19 billion on a trailing basis at the end of 2024 to US$1.27 billion now, while net income over the same window shifted from US$113.2 million to US$165.6 million. This gives a clearer read on how earnings are tracking through the cycle. With...
NasdaqCM:JLHL
NasdaqCM:JLHLConstruction

Julong Holding (NasdaqCM:JLHL) Margin Gain Reinforces Bullish Earnings Quality Narratives

Julong Holding (NasdaqCM:JLHL) has laid out its FY 2025 scorecard with first half revenue of C¥102.2 million and basic EPS of C¥0.58, set against trailing twelve month figures of C¥183.0 million in revenue and EPS of C¥0.99 that frame the latest stretch of performance. The company has seen revenue move from C¥173.7 million with EPS of C¥0.85 in the prior trailing period to the current C¥183.0 million and C¥0.99 respectively, while net profit margin over the last year sat at 10.8% compared...
NYSE:TRGP
NYSE:TRGPOil and Gas

Is It Too Late To Consider Targa Resources (TRGP) After Its Strong Multiyear Run?

If you are wondering whether Targa Resources is still reasonably priced after its strong run, this article will walk through what the current market price might be implying about the company. The stock last closed at US$223.89, with returns of 5.9% over 7 days, 20.8% over 30 days, 19.9% year to date, 11.6% over 1 year and a very large gain over 5 years that is close to 7x. Recent interest in Targa Resources has been supported by ongoing attention on US midstream energy companies and their...
NYSE:JCI
NYSE:JCIBuilding

How Investors Are Reacting To Johnson Controls (JCI) AI Data Center Push And Stronger Earnings Guidance

In early February 2026, Johnson Controls International reported first-quarter 2026 results showing higher revenue of US$5,797 million and net income of US$524 million year over year, filed an omnibus shelf registration for multiple securities, and confirmed completion of a long-running share repurchase authorization. A series of new YORK chiller technologies and AI data center thermal management solutions, including Smart Ready connectivity and high-density, water-free cooling designs,...
NYSE:DX
NYSE:DXMortgage REITs

A Look At Dynex Capital’s Dividend Sustainability And Valuation As Short Term Funding Risks Intensify

Dividend affirmation puts Dynex Capital’s financing model in focus Dynex Capital (DX) has reaffirmed its monthly cash dividend at US$0.17 per share for February 2026, and the decision is sharpening attention on how reliant those payouts are on short term funding. See our latest analysis for Dynex Capital. Recent price moves have been quiet, with the 1 day share price return of 0.35% and 30 day share price return of 0.07% sitting alongside a stronger 12 month total shareholder return of...