U.S. Hotel and Resort REITs Stock News

Carlisle Companies’ Board of Directors recently approved a 10% increase in its regular quarterly dividend to US$1.10 per share, with the new payout set for September 2, 2025, payable to shareholders of record as of August 19, 2025. This dividend increase follows a period marked by steady revenues, a decline in net income year-over-year, continued share repurchases, and updated guidance that points to modest revenue growth for 2025. We'll assess how Carlisle Companies' decision to raise its...

Belden Inc. recently reported its second quarter 2025 results, delivering sales of US$671.99 million and net income of US$61.01 million, with the company also providing third quarter revenue guidance of US$670 million to US$685 million and GAAP EPS between US$1.33 and US$1.43. This marks a continuation of improved year-over-year financial performance for Belden, coupled with clear forward visibility through updated guidance for the upcoming quarter. With Belden issuing both strong Q2 results...

Tempus AI, Inc. recently reported second quarter 2025 results, revealing revenue growth to US$314.64 million from US$165.97 million a year earlier, a much smaller net loss year-on-year, and a raised full-year 2025 revenue outlook to approximately US$1.26 billion. The company also secured FDA 510(k) clearance for its AI-powered ECG-Low EF software, highlighting ongoing expansion in clinical AI innovation alongside new share offerings, even as it continues to face pending shareholder lawsuits...

Recently, Apple announced that Applied Materials is working with both Apple and Texas Instruments to enhance the U.S. semiconductor manufacturing supply chain by supplying equipment from its Austin, Texas facility, while also investing over US$200 million to build a new advanced manufacturing site in Chandler, Arizona. This substantial expansion not only supports major industry partnerships but also signals an increased focus on domestic job creation and U.S. semiconductor self-sufficiency...

Western Digital Corporation recently reported strong full-year earnings for the period ended June 27, 2025, posting sales of US$9.52 billion and net income of US$1.89 billion, with the board declaring a US$0.10 per share dividend to be paid in September. This marked a substantial turnaround from the prior year’s loss and is underpinned by four consecutive quarters of revenue and earnings growth, further buoyed by positive analyst upgrades and consensus revisions. We’ll examine how Western...

Earlier this month, EHang Holdings announced that its VT20 series eVTOL aircraft successfully completed an unmanned intercity cargo delivery flight covering 83 kilometers between Zhuhai and Guangzhou, reducing transit time by up to 40 minutes compared to current road transport. This milestone not only validates UAVs for long-distance cargo movement but also highlights the company's ongoing efforts to establish a comprehensive drone logistics network across the Greater Bay Area. We'll explore...

On August 6, 2025, American International Group, Inc. announced that its Board of Directors had declared a quarterly cash dividend of US$0.45 per share, payable on September 30, 2025 to stockholders of record as of September 16, alongside reporting a significant turnaround with second-quarter net income of US$1.14 billion compared to a net loss a year earlier, fueled by higher revenues and improved earnings per share. This performance was bolstered by substantial operational improvements,...

Last week, FinVolution Group saw a significant rise in investor interest as major indexes like the Nasdaq Composite and S&P 500 reached new highs, reflecting an improved market atmosphere. The surge was notable given the absence of any specific company developments, with analysts pointing to optimism over FinVolution's expansion into international markets and ongoing investment in AI. We’ll now examine how heightened optimism about FinVolution’s international and AI strategies may influence...

DaVita Inc. recently reported its second-quarter 2025 earnings, posting US$3.38 billion in revenue and US$199.34 million in net income, while also disclosing recent share repurchase activity and the impact of a cyber incident that disrupted operations. While the company exceeded earnings expectations and expanded gross margin, investors were particularly focused on the decline in US treatment volumes and the company's lowered full-year outlook for this crucial metric. We'll now examine how...

Bank of America has announced a new US$40 billion share repurchase plan, an 8% dividend increase, and plans to open over 150 new financial centers by 2027 as part of its efforts to strengthen customer relationships and expand its network, following completion of previous buyback tranches and regulatory stress test success. This series of actions highlights Bank of America's focus on capital return and long-term growth, even amid broader industry challenges and macroeconomic...

In early August 2025, Electronic Arts announced major upcoming game releases, including NHL 26 and Battlefield 6, along with the launch of advanced gameplay features and a new lineup of cover athletes. This series of product launches coincided with reaffirmed earnings guidance, continued share buybacks, and a fresh dividend, highlighting Electronic Arts' efforts to sustain revenue growth and maintain investor confidence despite mixed quarterly results. We'll examine how these high-profile...

Bread Financial Holdings recently disclosed the early results of its cash tender offers, with only US$28.40 million of its 9.750% Senior Notes due 2029 and US$121,000 of its 8.375% Subordinated Notes due 2035 validly tendered as of August 6, 2025. The modest participation, despite premium offers, underscores bondholders’ preference to retain high-yield debt, reflecting ongoing caution amid current market conditions. We’ll explore how bondholders’ reluctance to tender high-yield notes may...

Arrow Electronics recently reported stronger second quarter results, posting sales of US$7.58 billion and net income of US$187.75 million, and provided earnings guidance for the upcoming quarter alongside an update on ongoing share repurchases. A remarkable increase in both sales and profitability over the year-ago period, combined with management's active buyback program, highlights Arrow's commitment to operational improvements and shareholder returns. We'll examine how Arrow's robust...

Ermenegildo Zegna recently reported unaudited revenue results for the second quarter and first half of 2025, revealing revenues of €468.87 million for the quarter and €927.69 million for the six-month period, both showing a year-on-year decline. The announcement also included news of a leadership change at Thom Browne, a private placement of €126.38 million in new shares to Venezio Investments, and signals of potential shifts in brand strategy and capitalization. We’ll examine how the recent...

The Hartford Insurance Group reported strong second quarter 2025 results, with revenue rising to US$6.99 billion and net income reaching US$995 million, alongside both basic and diluted earnings per share from continuing operations increasing notably year-over-year. In addition to robust earnings, the company completed a significant share buyback program and returned a total of US$549 million to shareholders during the quarter, highlighting ongoing capital return initiatives. We'll look at...

NMI Holdings, Inc. recently reported its second quarter and first-half 2025 results, posting revenue of US$173.78 million and net income of US$96.15 million for Q2, both higher than the same period last year. The company's improved net income and earnings per share reflect solid operational performance and point to ongoing strength in its core mortgage insurance business. We'll now explore how NMI Holdings' higher revenue and earnings for the latest quarter influence the company's broader...

In late July 2025, BOK Financial Corporation announced a new share repurchase program of up to 5,000,000 shares and confirmed a quarterly dividend of US$0.57 per share, payable August 27, 2025. These actions signal the company's ongoing focus on returning capital to shareholders and underline board confidence in its financial stability. We'll examine how BOK Financial's new buyback plan and dividend affirmation reinforce its long-term capital return and earnings narrative. Rare earth metals...

Adeia Inc. recently reported strong second quarter results, including a substantial increase in net income to US$16.72 million and the introduction of its RapidCool liquid cooling technology for high-performance semiconductors. The company's addition of five new licensing agreements in Q2 and a raised full-year net income outlook highlight its efforts to diversify revenue streams and expand market presence. We will examine how Adeia's significant net income growth and product innovation may...

Loews Corporation recently reported improved second-quarter financial results, completed a large US$260.06 million share buyback, and declared its quarterly dividend, while also expanding its board with the appointment of Jennifer VanBelle to the Audit Committee. The addition of a board member with deep financial and operational experience, alongside strengthened capital return policies, marks a period of renewed corporate momentum. Given the recent board expansion, we'll explore how...

Waystar Holding Corp. reported second-quarter earnings in the past, turning last year's net loss into a net income of US$32.18 million, with sales rising to US$270.65 million and improved earnings per share. In addition to reporting a stronger financial position, the company issued new full-year revenue guidance, signaling management's confidence in continued operational performance. We'll explore how these improved results and forward-looking guidance contribute to Waystar's broader...

Occidental Petroleum reported its second-quarter 2025 earnings in early August, with sales of US$6.41 billion and net income of US$458 million, both down from the prior year, alongside a quarterly dividend declaration of US$0.24 per share. The company continued its focus on operational improvements and financial stability through lower capital guidance, major asset divestitures, and substantial debt repayment exceeding dividend payments in 2025. We’ll review how Occidental’s emphasis on debt...

SiriusPoint Ltd. announced second-quarter 2025 results, reporting US$748.2 million in revenue and US$63.2 million in net income, along with a quarterly US$0.50 dividend on its 8.00% Series B Preference Shares. Despite a year-over-year drop in net income, the company highlighted 11 consecutive quarters of underwriting profit and ongoing expansion of its MGA partnerships. We’ll assess how SiriusPoint’s focus on consistent underwriting profit shapes its broader investment narrative moving...

Earlier this month, Credo Technology Group Holding reported substantial growth in both revenue and net income, and projected more than US$800 million in revenue for 2026, signaling an upward shift in its business outlook. This outlook highlights strong future demand for Credo's high-speed connectivity solutions and a boost in investor confidence regarding the company's financial trajectory. We'll explore how robust revenue and net income growth could reshape Credo's long-term investment...

Integral Ad Science Holding Corp. recently reported second quarter 2025 results, with revenue rising to US$149.2 million and net income reaching US$16.41 million, both up from the previous year, and raised its full-year revenue guidance to a range of US$597 million to US$605 million. The company also became the first in its industry to earn the Ethical AI Certification from the Alliance for Audited Media, highlighting its commitment to responsible AI practices across its ad measurement...