U.S. Industrial REITs Stock News

When 10 and 30 year Treasury yields sit near levels last seen in 2007, mortgage focused stocks suddenly move from the background to center stage. Rapid shifts in funding costs and mortgage rates can reshape income streams, book values, and dividends. For investors, that mix of risk and potential reward is hard to ignore. This article walks through three stocks exposed to this rate shock and explains how each might respond. The three stocks highlighted below are just a small sample, and the...

T. Rowe Price Group (TROW) recently declared a quarterly dividend of $1.30 per share, with payment set for September 29, 2026. This affirmation keeps income considerations front and center for TROW shareholders. See our latest analysis for T. Rowe Price Group. Alongside the confirmed dividend, T. Rowe Price Group’s recent momentum has softened. The 1 month share price return is down 5.79% and the 7 day share price return is down 2.82%, even though the 90 day share price return is up 8.69% and...

With US 10 year bond yields moving back toward multi year highs as inflation worries linger, dependable dividend income looks more attractive than ever. Cash in the bank may feel safer, but it does not offer the potential combination of income and business ownership that dividend powerhouses can provide. This article highlights three stocks from our Dividend Powerhouses screener that currently offer 3%+ yields and have a track record of paying investors regularly. The three dividend stocks...

Earlier this month, Silicon Motion Technology Corporation completed a US$1.00 billion Rule 144A offering of zero-coupon, senior unsecured convertible notes due August 15, 2031, while also unveiling its MonTitan SSD Reference Design Kit with next-generation PerformaShape technology for Agentic AI data center workloads. The combination of a sizeable zero-coupon convertible raise and an AI-focused SSD platform that positions enterprise drives as a persistent memory layer highlights how Silicon...

Why Plug Power Stock Is Back In Focus After New 2026 Guidance Plug Power (PLUG) is back on investors’ radar after the company raised its 2026 revenue growth guidance to 15% to 16%, alongside releasing second quarter 2026 results that updated the picture on sales and losses. See our latest analysis for Plug Power. Plug Power’s higher 2026 revenue growth guidance and Q2 2026 update have arrived after a mixed stretch for the stock, with a 7 day share price return of 9.95% and a 1 year total...

StoneCo (STNE) is back in focus after reporting second quarter 2026 results, with revenue of R$3,587.38 million and net income of R$444.59 million, alongside a contrasting first half profit picture. See our latest analysis for StoneCo. StoneCo’s share price has fallen 14.35% over the past 30 days and is down 34.99% year to date, while the 1 year total shareholder return is down 25.13%. This suggests that momentum has weakened despite the latest results. If this earnings move has you...

In the second quarter of 2026, Sunrun Inc. reported higher sales of US$543.73 million and revenue of US$869.99 million year over year, but lower net income of US$115.15 million, alongside reduced non‑cash energy system impairments of US$15 million. Separately, Sunrun priced a US$267 million securitization of residential solar leases and power purchase agreements, underscoring its ongoing use of asset‑backed financing to recycle capital from a large installed base of 37,595 systems. Now we...

Cognizant announced it will support the introduction and implementation of Benchling’s AI-driven R&D platform at Kyowa Kirin’s research sites in Japan, providing end-to-end services from setup and data migration to system integration and maintenance. This collaboration deepens Cognizant’s presence in life sciences while highlighting how AI-enabled data management and automated workflows can reshape pharmaceutical research productivity and operations. Next, we’ll examine how Cognizant’s role...

In the past quarter, Regal Rexnord reported second-quarter 2026 sales of US$1,558.4 million and net income of US$116.6 million, with basic earnings per share from continuing operations of US$1.75. Alongside this earnings release, the company narrowed its 2026 GAAP EPS guidance to a range of US$5.42 to US$5.92, signaling greater visibility into full-year performance. With this tighter full-year EPS guidance now on the table, we’ll examine how the improved earnings profile may reshape Regal...

Sunstone Hotel Investors recently reported second-quarter 2026 results showing higher sales, revenue, and net income year-on-year, and raised its full-year 2026 net income and earnings-per-share guidance while maintaining common and preferred dividends. Alongside completing a long-running share repurchase program and briefly filing then withdrawing a US$300 million at-the-market equity offering, the company’s strengthened earnings outlook highlights a focus on balancing capital returns with...

Fresh reports about mental health strains on the USS Lincoln and extended carrier deployments have thrown a spotlight on what it really takes to keep U.S. naval power at sea. When operations are stretched, money, policy and contracts can shift, which can matter a lot for related stocks. This article walks through 3 stocks exposed to this news and explains how each might be affected, for better or worse. The 3 stocks below are just a starting sample. The full screen surfaced 25 more U.S. naval...

Birkenstock Holding (BIRK) moved into focus after raising its fiscal 2026 revenue guidance to 15% constant currency growth, alongside stronger-than-expected third quarter sales and an updated adjusted EBITDA outlook. See our latest analysis for Birkenstock Holding. Even with the raised guidance and strong third quarter revenue, Birkenstock Holding’s recent share price return has been mixed. The stock is down 11.29% over the past 30 days but up 21.08% over 90 days, while the 1 year total...

In August 2026, Core Natural Resources, Inc. reported second-quarter 2026 results showing sales rising to US$1,141.01 million and net income of US$126.47 million, alongside confirming a US$0.10 quarterly dividend, full-year sales volume guidance of 87.3–92.4 million tons, and completion of a buyback totaling 4,273,024 shares for US$329.21 million. The shift from a prior-year net loss to profit, combined with ongoing dividends and meaningful share repurchases, highlights a renewed emphasis on...

Leidos Holdings (LDOS) is back in focus after its latest earnings report and contract announcements. Investors are weighing modest revenue growth, softer profitability and a lift to full year 2026 revenue guidance. See our latest analysis for Leidos Holdings. The latest contract wins in missile defense and naval intelligence, together with the raised 2026 revenue guidance, appear to have supported sentiment around Leidos Holdings. The stock’s 30 day share price return of 35.08% contrasts with...

F&G Annuities & Life (FG) is in focus after reporting mixed second quarter 2026 results, with higher revenue but a net loss for the quarter, alongside materially higher net income for the six month period. See our latest analysis for F&G Annuities & Life. F&G Annuities & Life’s share price has eased over the past month with a 30 day share price return of down 14.6%, while the 1 year total shareholder return is down 17.0%. This suggests recent momentum has softened despite the latest earnings...

In early August 2026, W.W. Grainger, Inc. reported second-quarter results showing higher sales of US$5,021 million and net income of US$570 million year on year, while also guiding third-quarter operating margins to the mid-15% range as prior tariff refunds roll off. At the same time, the company announced the upcoming resignation of longtime Chief Financial Officer Deidra C. Merriwether and the appointment of Vice President, Controller Laurie R. Thomson as interim CFO, drawing attention to...

Clover Health Investments earnings shift draws investor focus Clover Health Investments (CLOV) is back on investor radars after reporting a second quarter net income of US$28 million, compared with a net loss a year earlier, and issuing higher full year 2026 revenue and profit guidance. See our latest analysis for Clover Health Investments. Clover Health Investments’ latest results and raised 2026 guidance have come alongside a strong shift in sentiment, with a 90.87% year to date share price...

Intel (INTC) just completed an upsized US$20b follow on equity offering to fund physical AI, foundry expansion, and related projects, while CEO Lip Bu Tan committed personal capital to the deal. See our latest analysis for Intel. Intel's share price has pulled back 2% over the last day after the upsized offering. However, the 7 day and 30 day share price returns of 5.1% and 7.9% sit within a much stronger year to date share price return of 160.3%. The 1 year total shareholder return of very...

SolarEdge Technologies (SEDG) has drawn fresh attention after reporting second quarter 2026 results, issuing third quarter revenue guidance of US$310 million to US$340 million, and highlighting wider Nexis platform deployment through its ConnectDER partnership. See our latest analysis for SolarEdge Technologies. SolarEdge Technologies' latest earnings update, new third quarter revenue guidance and wider Nexis platform rollout have come after a sharp 30 day share price return of down 39.37%...

Ingredion (INGR) attracted fresh attention after reporting second quarter 2026 results with lower earnings and net income, along with reaffirmed full year guidance and an update on flat to slightly higher expected net sales. See our latest analysis for Ingredion. Ingredion's recent update on flat to low single digit net sales growth and lower operating income expectations comes as the share price shows modest positive momentum, with a 90 day share price return of 4.84% but a 1 year total...

Kratos Defense & Security Solutions (KTOS) has come into focus after reporting second quarter and year to date results, raising its full year 2026 revenue guidance, and announcing new U.S. defense contracts. See our latest analysis for Kratos Defense & Security Solutions. The Kratos Defense & Security Solutions share price has moved sharply in recent weeks, with a 40.3% 1 month share price return and 20.8% 3 month share price return. This comes even though the year to date share price return...

Silgan Holdings Inc. recently declared a quarterly cash dividend of US$0.21 per share, payable on September 15, 2026, to shareholders of record on September 1, 2026, extending its streak of quarterly dividend payments that have risen every year for ninety consecutive quarters since 2004. At the same time, an upgrade from RBC Capital Markets, driven by momentum in Silgan’s Dispensing and Specialty Closures segment, highlighted growing confidence in the company’s higher-value packaging focus...

Digi International recently reported its past third-quarter 2026 results, with revenue rising to US$138.67 million and net income to US$15.74 million, alongside higher earnings per share versus a year earlier. Over the first nine months of 2026, Digi International’s revenue and earnings growth led management to raise full-year revenue guidance to US$529–US$533 million. We’ll now consider how Digi International’s stronger quarterly results and upgraded full-year revenue outlook shape its...

In the past week, PROCEPT BioRobotics reported second-quarter 2026 results, with sales rising to US$94.5 million from US$79.18 million a year earlier, while net loss widened to US$26.86 million and basic loss per share increased to US$0.47. Despite higher losses, management reiterated full-year 2026 revenue guidance of US$390 million to US$410 million and projected a net loss between US$96 million and US$91 million, underscoring a continued focus on top-line expansion as the Aquablation...