U.S. Industrial REITs Stock News

Federal rescheduling of medical marijuana to Schedule III has turned a complex policy story into a real money question for U.S. cannabis operators like Trulieve, Curaleaf and Green Thumb Industries. Tax relief, shifting politics and fresh regulatory risks are all converging at once. This article walks through three stocks from our U.S. Cannabis Operators screener that are directly exposed to this news, and what that could mean for your portfolio decisions. The three stocks highlighted below...

Long term Treasury yields near multi decade highs are reshaping how investors think about risk, reward and time. When money locked up for 10 or 30 years pays more, the gap between boring and exciting opportunities starts to blur, and some business models look very different. This article walks through three US life insurer and annuity stocks exposed to this rate shock and explains why they might deserve a closer look now. The three stocks below are just a sample, and the full screen surfaced...

S&P Global Inc. recently announced an expanded collaboration with Microsoft Corporation to embed its AI-ready data, insights and analytics directly into Microsoft 365 Copilot workflows, including Excel and Copilot Cowork, using its Kensho Deterministic Retrieval solution. This move positions S&P Global’s proprietary intelligence inside everyday productivity tools, potentially deepening its role in customers’ research, financial analysis and industry-specific decision-making processes. We’ll...

Dana Incorporated recently reported past second-quarter 2026 results showing sales of US$2,010 million versus US$1,935 million a year earlier, raised its full-year 2026 sales guidance to US$7.65 billion–US$7.85 billion, and continued executing its share buyback program. Alongside these figures, the company reported a very large six-month net income uplift to US$1.08 billion and completed repurchases totaling 30.65% of its shares since June 2025, signaling a clear capital return focus. We’ll...

Invesco (IVZ) has put real estate credit in the spotlight after reporting US$3.2b in loan commitments for the first half of 2026, largely tied to multifamily and industrial properties in North America and Europe. See our latest analysis for Invesco. For context, Invesco’s recent push in real estate credit sits alongside a strong run in the stock, with a 30 day share price return of 9.85% and a 1 year total shareholder return of 59.02%, signalling building momentum rather than a short term...

Axcelis Technologies reported its second-quarter 2026 results, with revenue rising to US$215.18 million while net income and diluted EPS from continuing operations eased to US$23.29 million and US$0.75 respectively, and also issued third-quarter guidance calling for about US$230 million in revenue and GAAP diluted EPS of roughly US$0.76. The combination of higher sales but lower profitability, along with relatively specific earnings guidance for the coming quarter, gives investors a clearer...

In the past quarter ended June 30, 2026, Plains GP Holdings, L.P. reported sales of US$17,693 million and net income of US$389 million, with basic and diluted earnings per share of US$1.97, all sharply higher than a year earlier. Over the first six months of 2026, the company’s sales reached US$30,162 million and net income rose to US$408 million, indicating a significantly stronger earnings profile than the prior-year period. We’ll now examine how this sharp jump in quarterly earnings and...

HCI Group stock has more than tripled over the past three years while the broader valuation checks still flag it as looking cheap. This raises a clear question about how much good news is already in the price. HCI Group has delivered a very large 237.0% return over the past three years, which puts recent short term moves into context for anyone thinking about new capital going into the stock. Strong recent earnings and the completed US$80 million share repurchase program can support...

LivaNova (LIVN) drew fresh attention after raising its 2026 revenue growth guidance to 8% to 9% on a constant currency basis, alongside second quarter results that showed higher sales and net income. See our latest analysis for LivaNova. The raised guidance and strong second quarter figures have coincided with a 35.59% year to date share price return and a 53.05% total shareholder return over the past year, suggesting momentum in how the market is viewing LivaNova. If LivaNova’s move has...

ICL Group (NYSE:ICL) is back in focus after reporting second quarter 2026 sales of US$2,135 million and net income of US$137 million, alongside board approval for a new end market operating model. See our latest analysis for ICL Group. The recent earnings update and operating model shift have come alongside a 9.90% 30 day share price return, yet ICL Group’s share price is still down 13.55% over 90 days and its 1 year total shareholder return is down 7.98%. This suggests improving short term...

NRG Energy (NRG) is back in focus after reporting second quarter 2026 results that returned the company to profitability and completing a sizeable share buyback tranche that retired 2.92% of its outstanding stock. See our latest analysis for NRG Energy. The strong 1 day share price return of 5.42% and 7 day gain of 6.87% suggest investors are reacting positively to NRG Energy's earnings rebound and completed buyback. However, the year to date share price return is still down 24.02%, and the 1...

CSW Industrials (CSW) has drawn investor attention after its recent share price move, with the stock closing at $345.15. This follows strong multi year total returns and positive annual revenue and net income growth. See our latest analysis for CSW Industrials. Over the past year CSW Industrials has combined a 16.99% year to date share price return with a 33.51% total shareholder return. Its 30 day and 90 day share price returns of 23.59% and 32.65% suggest momentum has recently...

In early August 2026, First Horizon Bank promoted veteran Baton Rouge banker Michael Doerr to Senior Vice President, Senior Commercial Banking Sales Manager, while parent company First Horizon National reported second-quarter earnings per share of US$0.54, ahead of expectations on the back of higher net interest and non-interest income and growth in loans and deposits. Alongside this leadership move, the bank’s improved credit quality, share repurchases of US$100 million, and constructive...

Recent performance and what it might mean for QCR Holdings QCR Holdings (QCRH) has attracted attention after a strong run in its stock price over the past year, with total return figures that stand out against its recent history. Over the past month the stock returned about 8%, while the past 3 months show a return of roughly 20%. Year to date, QCR Holdings has delivered a total return of about 30% and the 1 year total return is around 43%. Looking further back, the 3 year total return is a...

In August 2026, Workiva reported second-quarter 2026 results showing revenue of US$255.29 million and net income of US$13.44 million, a move from a net loss a year earlier, alongside new third-quarter and full-year 2026 guidance and a US$238.88 million shelf registration for an ESOP-related Class A share offering. Beyond the swing to profitability, Workiva’s full-year 2026 guidance points to continued revenue growth and positive GAAP operating margins, suggesting management’s confidence in...

Cooling July inflation, softer retail sales and housing data, and stock indices near records have put consumer credit back under the microscope. When borrowing costs look steadier but household budgets feel tighter, short duration lenders and collectors can sit right in the crosshairs of changing risk and reward. This article walks through three U.S. consumer credit and collections stocks exposed to these crosscurrents to help you decide where closer attention might be warranted. The three...

In the second quarter of 2026, Primerica, Inc. reported higher revenue of US$865.07 million and net income of US$202.28 million, alongside increased earnings per share versus a year earlier. At the same time, Primerica affirmed a US$1.20 per share dividend and completed US$270.01 million of share repurchases, underscoring its focus on returning capital to shareholders. We’ll now examine how Primerica’s stronger earnings and completed share repurchase program affect the company’s investment...

EOG Resources reported past second-quarter 2026 results with revenue of US$8.62 billion and net income of US$2.72 billion, alongside sharply higher earnings per share versus a year earlier. The company’s strong quarter was underpinned by higher production across crude oil, natural gas liquids, and natural gas, complemented by ongoing buybacks and a regular US$1.02 per-share dividend. We’ll now explore how this jump in production volumes reshapes EOG Resources’ existing investment narrative...

Kosmos Energy Ltd. reported second-quarter 2026 results showing total net production of about 71,400 boepd, around 12% above the prior-year quarter, with revenue rising to US$617.04 million and net income reaching US$184.78 million, helped by the ramp-up at GTA and new Jubilee wells despite the mid-June Equatorial Guinea asset sale. The sharp swing from a loss a year earlier to positive earnings per share of US$0.31 from continuing operations highlights how higher output and portfolio...

The Pentagon previously signed seven-year framework agreements with RTX’s Raytheon business and Boeing to expand production of critical components for Standard Missile-3 Block IB and Block IIA interceptors, aiming to stabilize supply chains and support multi-year missile defense procurement. This long-duration production framework deepens RTX’s role in U.S. missile defense infrastructure, potentially enhancing visibility for its defense manufacturing workload and program continuity. We’ll...

PennyMac Financial Services (PFSI) is in focus after Rosen Law Firm began investigating potential securities claims related to allegedly misleading business information and a sharp drop in servicing segment pretax income. See our latest analysis for PennyMac Financial Services. The latest legal scrutiny is landing on a stock that has already been under clear pressure, with PennyMac Financial Services’ share price down 40.67% year to date and its 1 year total shareholder return declining...

Recent regulatory and technology news has put Boeing (BA) back in focus for investors. The U.S. Federal Aviation Administration cleared the 737-7 for commercial service, and Boeing also agreed to test Odysight.ai’s predictive maintenance platform. See our latest analysis for Boeing. These developments sit against a mixed share price backdrop for Boeing, with a 30 day share price return of 8.24% and a 90 day share price return of 5.01%. Over the same period, the 1 year total shareholder return...

Every major market slide feels uncomfortable, yet history often treats those periods as turning points for patient investors who stay the course. With fresh attention on how past S&P 500 drawdowns set the stage for long-term gains, broad U.S. equity index ETFs are back in focus. This article walks through 3 ETFs from our screener that sit at the heart of that story and explains how each is tied to today’s renewed interest in dip buying. The ETFs highlighted below are just a starting sample...

Devon Energy (DVN) is back in focus after reporting second quarter 2026 production at the top end of guidance, alongside higher production guidance for the third quarter and sharply higher year-on-year earnings. See our latest analysis for Devon Energy. These production and earnings updates have arrived alongside a 1-year total shareholder return of 39.63% and a 5-year total shareholder return of 128.51%. The share price is up 21.07% year to date, and the recent 7-day share price return of...