U.S. Industrial REITs Stock News

Earlier this quarter, Baron Funds disclosed in its latest investor letter that it increased its holdings in Blackstone Mortgage Trust after encouraging meetings with the company's management team. This decision highlights the perceived strength stemming from Blackstone Mortgage Trust's sponsorship by Blackstone Inc. and its access to a global real estate credit platform. We'll explore how Baron Funds' public endorsement and focus on management confidence could shape Blackstone Mortgage...

Shares of Meritage Homes rose after investors grew more optimistic about the housing sector on signs of steady inflation and continued trade stability between the U.S. and China. While this optimism has benefited the sector as a whole, Meritage recently reported declining profitability and backlogs, reflecting a cautious stance among both homebuyers and builders despite broader economic tailwinds. We'll explore how positive expectations for lower interest rates could impact Meritage Homes'...

VeriSign recently reported 5.9% revenue growth, underpinned by stronger domain registration trends and higher renewal rates, especially in the Asia-Pacific region. The company expanded its share repurchase authorization to US$1.5 billion and distributed US$235 million to shareholders through dividends and buybacks in the past quarter. We’ll explore how the expanded share buyback program could influence VeriSign’s overall investment narrative and future direction. Uncover the next big thing...

On August 5, 2025, Gleim Exam Prep announced a partnership with Wiley to launch the Gleim Kieso Course Companion, integrating Gleim's CPA review resources with Wiley's Kieso "Intermediate Accounting" and WileyPLUS platform for classroom and CPA exam preparation. This collaboration brings over 460 CPA FAR multiple-choice questions and more than 200 exam-quality simulations directly into academic settings, creating a seamless bridge between traditional coursework and career-readiness for...

FirstCash Holdings, Inc. recently reported strong financial performance for the second quarter of 2025, with GAAP earnings per share up 24% and adjusted EPS up 31% year over year. The company also signaled future growth potential with news that its acquisition of H&T Group plc is expected to close later this month, enhancing its market reach and operational capabilities. We’ll explore how FirstCash Holdings’ robust earnings momentum and upcoming H&T Group acquisition shape its investment...

In early August 2025, Seadrill announced two new contracts for its West Vela and Sevan Louisiana rigs, while also updating its full-year 2025 revenue guidance to a range of US$1.32 billion to US$1.38 billion (excluding US$50 million in reimbursable revenues). Alongside these developments, management highlighted accelerating exploration activity and ongoing contract negotiations in key offshore regions, reflecting renewed operational momentum and positioning for market recovery. We'll examine...

Over the past year, multiple Westinghouse Air Brake Technologies insiders, including CEO, President & Director Rafael Santana, sold a significant amount of shares, with US$9.8 million sold by Santana alone and total insider sales of US$7.1 million in the past three months. Insiders have not made any purchases over the last year, and while they still own substantial stakes in the company, the ongoing selling may signal hesitancy within management ranks. We will explore how this insider...

Qifu Technology, Inc. (Qfin Holdings) held a board meeting on August 14, 2025, to approve its unaudited financial results for the second quarter and first half of 2025, and to consider a dividend recommendation, following its scheduled Q2 earnings release after market close the same day. Investor attention was drawn by expectations for business growth fueled by rising new credit line users from embedded finance channels, alongside potential updates on dividend declarations and AI-led service...

Globoplay, Brazil's largest video streaming platform, has announced it is using Harmonic's VOS360 Media SaaS technology to deliver over 300 live matches of the 2025 Campeonato Brasileiro Série A football championship, highlighting advanced low-latency streaming capabilities. This collaboration places Harmonic at the center of a high-profile Latin American sports media event, broadening its international footprint and showcasing its expertise in large-scale live streaming solutions. We'll...

Adtalem Global Education Inc. and Sallie Mae recently announced they have signed a Letter of Intent to explore alternative financing solutions for healthcare students as the federal Grad PLUS loan program phases out beginning July 1, 2026. This collaboration aims to help fill the resulting financing gap for students pursuing healthcare degrees, leveraging strong projected growth and persistent shortages in the US healthcare workforce. We'll examine how SLM's move to offer alternative...

Unum Group recently reported second-quarter results showing higher-than-expected claims costs and weaker investment income, which caused it to significantly miss non-GAAP profit expectations despite solid revenue growth. This development has heightened analyst focus on the sustainability of claims trends, the company’s capital deployment strategy, and ongoing long-term care risk management efforts. We will examine how rising claims costs and investment income pressures are likely to impact...

Cogent Biosciences, Inc. reported its second quarter and six-month 2025 earnings, showing a net loss of US$73.53 million and US$145.52 million, respectively, both larger than the same periods a year earlier. The accelerated increase in net loss highlights ongoing investment in research and development as the company advances its clinical-stage programs. We'll explore how the higher net loss figures shape Cogent Biosciences' investment narrative and its focus on clinical development...

Somnigroup International recently announced that its Board of Directors declared a third quarter cash dividend of US$0.15 per share, payable on September 5, 2025, to shareholders of record as of August 21, 2025, and reported its second quarter and first half 2025 earnings results. While the company achieved significant growth in sales over both periods, net income and earnings per share declined compared to the prior year, even as the dividend was affirmed. Next, we’ll explore how surging...

On August 5, 2025, CBIZ, Inc. introduced its Employee Experience Guide, a comprehensive resource to help businesses attract, retain, and engage a diverse workforce across generations and work arrangements, with integrated insights on benefits, technology, and employee retention strategies. This launch highlights CBIZ's broader shift toward holistic, technology-enabled advisory services in response to organizations' evolving needs for personalized employee experience solutions that go beyond...

Annaly Capital Management's board previously declared quarterly cash dividends for its Series F, G, and I Preferred Stock, setting rates based on the prevailing three-month CME Term SOFR plus an established spread for each series; dividends are payable on September 30, 2025, to shareholders of record as of September 2, 2025. This dividend announcement highlights Annaly's commitment to delivering steady income to preferred shareholders while maintaining disciplined capital allocation policies...

W.W. Grainger recently announced its second quarter 2025 results, reporting sales of US$4.55 billion and net income of US$482 million, with ongoing margin pressures stemming from LIFO inventory accounting and tariff-related costs. The company updated its 2025 outlook, slightly raising sales guidance while lowering earnings per share estimates, and also completed a significant tranche of share repurchases totaling over 1.3 million shares for US$1.37 billion. While revenue performance remained...

Assured Guaranty Ltd. recently reported strong second quarter results, with net income rising to US$103 million and basic earnings per share increasing to US$2.10, while simultaneously announcing an increased equity buyback authorization of US$300 million and affirming its quarterly dividend. The completion of a previously announced buyback plan, combined with a new authorization, reflects management’s ongoing commitment to returning capital to shareholders and highlights confidence in...

Uber Technologies and Dollar General announced in the past a partnership to launch delivery from over 14,000 Dollar General and pOpshelf locations in the US via Uber Eats, providing customers access to essentials and on-trend items with on-demand or scheduled delivery through the app. This collaboration brings Dollar General’s affordability and wide assortment to Uber Eats’ digital convenience platform, expanding the retailer's reach into the growing online delivery market. We'll examine how...

Earlier this week, CBRE Group reported stronger-than-expected second-quarter results, with both revenue and core earnings per share surpassing analyst forecasts amid robust client activity in the face of macroeconomic uncertainties. An interesting insight is that, following upward revisions to earnings estimates and favorable analyst outlooks, CBRE’s projected earnings per share growth is anticipated to outpace the industry this year. We’ll explore how CBRE’s recent earnings outperformance...

In the past quarter, Mohnish Pabrai significantly increased his stake in Valaris Ltd by 31.96%, bringing his holdings to 1,883,777 shares, accounting for 7.07% of his portfolio, while Valaris did not execute any share buybacks during this period. The move by Pabrai, a high-profile investor, has drawn heightened market attention due to the confidence such investors can signal to the market. We'll explore how investor confidence, as reflected by Pabrai's increased stake, may influence...

Waters Corporation recently reported increased second-quarter and first-half 2025 results, with revenue rising to US$771.33 million and US$1.43 billion, respectively, and net income also improving year over year. This growth led Waters to raise its full-year and third-quarter 2025 sales guidance, reflecting management’s confidence in continued operational momentum and market demand. We’ll now examine how Waters’ raised full-year sales growth guidance could influence the company’s investment...

Performance Food Group Company recently announced earnings for the fourth quarter and full fiscal year 2025, reporting US$16.94 billion in quarterly sales and US$63.30 billion for the year, and issued guidance for fiscal 2026 revenue between US$67 billion and US$68 billion. Board approval of a new US$500 million share repurchase program and the decision to remain independent rather than pursue a merger signal management's commitment to autonomous growth and capital returns. We'll examine how...

In August 2025, the U.S. Department of Justice supported revoking antitrust immunity for Delta Air Lines' joint venture with Grupo Aeroméxico, opening the door for Delta to seek alternative Latin American partnerships and greater operational flexibility. This regulatory development is seen as a potential advantage for Delta, as it removes prior constraints and allows the airline to more actively pursue high-value routes across the region while mitigating political risks. We'll explore how...

In the past quarter, Southern Copper reported a 2% rise in net income despite a 2% fall in sales, attributed to a 3% drop in operating costs and a 17% decrease in cash cost per pound of copper, while also launching a major capital investment program in Peru that could add 156,000 tons to copper production capacity. An interesting takeaway is that, despite no recent share repurchases, Southern Copper completed buying back over 119 million shares since 2008, reducing its share count and...