U.S. Hotel and Resort REITs Stock News

In recent weeks, Badger Meter has faced cautious analyst sentiment ahead of an upcoming earnings release that is expected to show year-over-year EPS decline despite higher revenue, alongside insider share sales by senior executives Fred Begale and Kimberly Stoll over the past year. This combination of softer earnings expectations, premium valuation concerns, and ongoing insider selling has sharpened investor focus on how durable Badger Meter’s growth and profitability thesis really is. Now...

Lumentum Holdings (NasdaqGS:LITE) has entered a multiyear alliance with NVIDIA focused on optical technology for next generation AI infrastructure. The agreement includes a $2b investment tied to R&D collaboration, manufacturing capacity, and a large purchase commitment. The partnership is aimed at accelerating optical solutions that support AI data centers and related infrastructure. Lumentum Holdings, trading at $558.44, has seen a very large 1 year return and a more than 10x move over 3...

Why Kinder Morgan is back in focus Kinder Morgan (KMI) is back on investor radar after reporting strong quarterly results, expanding its natural gas project backlog to US$10b, and benefiting from higher oil prices driven by rising U.S.-Iran tensions. See our latest analysis for Kinder Morgan. The renewed interest has been reflected in Kinder Morgan’s share price, which has a 30 day share price return of 10.1% and a 90 day share price return of 23.05%. Its 1 year total shareholder return of...

On February 24, 2026, Brady Corporation’s board declared a US$0.245 per-share dividend on Class A common stock, payable April 30, 2026, to shareholders of record as of April 9, 2026. This dividend decision comes alongside multi-year growth in sales, earnings, and free cash flow, underscoring Brady’s capacity to return cash to investors. We’ll now examine how Brady’s dividend declaration, against a backdrop of solid multi-year earnings and cash flow growth, influences its investment...

Recent performance snapshot Stifel Financial (SF) has been under pressure recently, with the share price showing a 2.6% decline over the past day, a 16.0% decline over the past month, and a 12.7% decline over the past 3 months. See our latest analysis for Stifel Financial. Zooming out, Stifel Financial’s recent share price weakness, including the 16.0% 30 day share price decline, contrasts with a 1 year total shareholder return of 15.8% and a 3 year total shareholder return close to 2x. This...

PBF Energy (PBF) has drawn investor attention after its shares closed at US$43.25. Recent returns over the month and past 3 months contrast with a 1 day pullback. See our latest analysis for PBF Energy. The 1 day share price pullback sits against a much stronger backdrop, with a 30 day share price return of 21.8% and a year to date share price return of 51.6%. The 1 year total shareholder return of 112% points to momentum that has been building rather than fading. If PBF Energy’s move has you...

Mirum Pharmaceuticals (MIRM) is back in focus after the company completed enrollment for its Phase 3 AZURE-1 trial and finished screening for the Phase 3 AZURE-4 study of brelovitug in chronic hepatitis delta virus. See our latest analysis for Mirum Pharmaceuticals. The brelovitug trial milestones come after a busy few weeks that included Mirum’s fourth quarter and full year 2025 results, a shelf registration filing and a high profile appearance at a major healthcare conference. Despite a...

Dividend affirmation amid sectorwide credit jitters TriCo Bancshares (TCBK) recently declared a quarterly cash dividend of $0.36 per share, even as regional bank stocks, including TriCo, have come under pressure from concerns around private credit exposures. The dividend, payable on March 20, 2026 to shareholders of record on March 6, 2026, is the company’s 146th consecutive quarterly cash distribution to investors. See our latest analysis for TriCo Bancshares. TriCo’s recent dividend...

Why LSB Industries stock is back on investors’ radar LSB Industries (LXU) is drawing fresh attention after reporting fourth quarter and full year 2025 earnings, moving from a prior net loss to net income alongside higher sales, and issuing 2026 production guidance. See our latest analysis for LSB Industries. The recent earnings swing back to profit and fresh 2026 production guidance appear to be feeding into strong momentum, with a 30 day share price return of 39.65% and a 1 year total...

The Toro Company recently reported past first-quarter 2026 results showing sales of US$1,036.3 million and net income of US$67.9 million, and raised full-year 2026 net sales growth guidance to a range of 3% to 6.5%. Management highlighted stronger demand for snow and ice products, growth in underground and specialty construction, and benefits from the Tornado Infrastructure Equipment acquisition and the AMP cost-saving program as key drivers behind the upgraded outlook. We’ll now consider...

J. M. Smucker (SJM) just combined a tougher earnings update with revised full year guidance, putting profitability, cost pressures, and acquisition integration squarely in focus for anyone tracking the stock. See our latest analysis for J. M. Smucker. At a share price of $111.21, J. M. Smucker has had a 90 day share price return of 10.46% and a year to date share price return of 15.09%. The 1 year total shareholder return is slightly negative at 1.44%, suggesting shorter term momentum has...

If you are wondering whether Agree Realty stock is reasonably priced or offers value at today's levels, you are not alone in asking that question. The share price recently closed at US$81.35, with returns of 1.1% over 7 days, 8.8% over 30 days, 12.8% year to date, 11.6% over 1 year, 39.3% over 3 years and 49.8% over 5 years. Recent coverage of Agree Realty has focused on its position in the US real estate sector and how investors are thinking about income focused stocks in the current rate...

Vericel (VCEL) is back in focus after the FDA approved commercial manufacturing of its MACI cartilage repair therapy at the company’s Burlington, Massachusetts facility, a milestone tied directly to future production capacity. See our latest analysis for Vericel. Even with the FDA clearance for MACI manufacturing and recent earnings and guidance updates, Vericel’s share price has cooled, with a 1-year total shareholder return decline of 31.98%, although the 3-year total shareholder return of...

Recent trading in Huron Consulting Group (HURN) has drawn attention after a one-month return of about a 15% decline and a past three-month return of about a 15% decline, prompting closer scrutiny of its fundamentals. See our latest analysis for Huron Consulting Group. At a share price of $144.83, Huron’s recent 30 and 90 day share price returns of about a 15% decline sit in contrast with a 1 year total shareholder return of roughly a 3% decline and 3 and 5 year total shareholder returns of...

Banc of California, Inc. recently filed a new universal shelf registration on Form S-3, replacing its 2023 filing and covering a broad range of potential securities, while also submitting a prospectus supplement to register the resale of voting common stock held by certain existing shareholders under a prior agreement. These actions expand the bank’s flexibility to raise different types of capital and support secondary share sales at a time when investors are closely scrutinizing regional...

In a recent filing, Eva Live announced it secured $7 million in growth financing, another step closer to advancing the company’s broader investment narrative.

In recent months, ATI reported significantly stronger quarterly results, with operating margins rising over the last five years and earnings per share turning positive. This shift toward sustained profitability suggests ATI may now be operating from a stronger earnings base, potentially reshaping how investors assess its long-term prospects. Against this backdrop of improved operating margins, we’ll now examine how ATI’s latest results interact with its existing investment narrative and...

In early March 2026, Flex announced that it is expanding its collaboration with AMD to manufacture the AMD Instinct MI355X AI platform at its Austin, Texas headquarters, adding U.S.-based, high-volume production of complete liquid‑cooled GPU systems to its existing advanced manufacturing footprint. This deepened AMD partnership highlights Flex’s role not just as a contract manufacturer but as a full systems integrator for complex, AI‑ready data center hardware produced onshore in the United...

Earnings and contract wins shift attention to Willdan Group stock Willdan Group (WLDN) has attracted fresh attention after reporting higher fourth quarter and full year earnings, alongside securing new energy and utility contracts in California and Washington that expand its services footprint. See our latest analysis for Willdan Group. Despite the recent contract wins and stronger reported earnings, the share price has had a tough few months, with a 30 day share price return of 28% and a...

Recent performance snapshot NVR (NVR) has drawn investor attention after a mixed stretch for the stock, with negative returns over the past week, month, past 3 months and year, alongside positive total returns over the past 3 and 5 years. See our latest analysis for NVR. The recent 1 day share price return of 1.64% decline, combined with a 7 day share price return of 7.44% decline and 30 day share price return of 13.12% decline, points to fading short term momentum. This is in contrast to the...

Recent share performance and business snapshot With no single headline event driving attention to Veris Residential (VRE), the recent share performance itself is the focus, as the stock shows double digit returns over the past month and past 3 months. Veris Residential is a real estate investment trust focused on Class A multifamily properties in the Northeast. It uses a technology enabled, vertically integrated platform to manage, operate, acquire, and develop its portfolio for residents and...

In February 2026, Opera Limited reported fourth-quarter 2025 sales of US$177.21 million and net income of US$55.71 million, alongside a new two-year, US$300 million share repurchase authorization funded by its operations and balance sheet. For 2025 as a whole, Opera’s higher earnings and detailed 2026 revenue guidance, combined with a sizeable buyback, underline management’s emphasis on returning capital while supporting ongoing growth initiatives across its browser and fintech...

Corebridge Financial (CRBG) is back in focus after reporting a record US$41.7b in total premiums and deposits for 2025, alongside stronger capital and liquidity metrics that could influence how investors view the stock. See our latest analysis for Corebridge Financial. Despite the record premiums and deposits, Corebridge Financial’s recent share price performance has been weak, with a 30 day share price return of an 18.65% decline and a year to date share price return of a 16.53% decline,...

In February 2026, Insmed reported full-year 2025 revenue of US$606.4 million and issued updated guidance that its Brinsupri franchise could generate at least US$1.00 billion in sales in fiscal 2026, while also expanding its workforce with inducement equity awards under its 2025 Inducement Plan. What stands out is how Insmed’s bullish Brinsupri guidance and growing commercial footprint point to a potential turning point in revenue visibility and operating leverage for the business. With this...