U.S. Logistics Stock News

Recent moves in StepStone Group (STEP) have been closely tied to macro data, with stronger-than-expected inflation readings and shifting Federal Reserve rate expectations pressuring financial and private-market-focused stocks. See our latest analysis for StepStone Group. The US$43.14 share price reflects a sharp reset, with a 30 day share price return of 39.0% and a year to date share price return of 35.2%. However, the 3 year total shareholder return of 60.3% and 5 year total shareholder...

SM Energy Company recently reported fourth-quarter 2025 results showing revenue of US$705 million and net income of US$109 million, alongside record full-year production and operating cash flow. At the same time, the company raised its annual dividend by 10% to US$0.88 per share, outlined a US$500 million buyback program, and agreed to sell South Texas assets for US$950 million to further strengthen its balance sheet. We’ll now examine how the increased dividend and capital return framework...

Regency Centers completed a public offering of $450 million in senior unsecured notes due 2033. The issuance is intended to support balance sheet optimization and ongoing development activities. The company trades on the NasdaqGS under the ticker NasdaqGS:REG, with a current share price of $79.0. For investors watching NasdaqGS:REG, this $450 million notes offering is a fresh data point on how Regency Centers is managing its capital structure. The stock is at $79.0, with returns of 2.8%...

If you are wondering whether NVR at around US$7,517.79 is giving you fair value or asking too much, you are not alone. This article is built to answer that question head on. Over shorter periods the stock has been relatively muted, with a 0.8% decline over the last 7 days and a 1.5% decline over the last 30 days, while the return over the last year sits at 3.8% and the 3 year and 5 year returns are 43.3% and 62.6% respectively. Recent coverage around NVR has focused on its position in the US...

LPL Financial Holdings (LPLA) has drawn attention after a period of weaker share performance, with returns over the past month, past 3 months, and year all in negative territory, even though multi year total returns remain positive. See our latest analysis for LPL Financial Holdings. The recent 1 month share price return of a 17.59% decline and year to date share price return of a 16.94% decline point to fading near term momentum, even though the 5 year total shareholder return of 129.88%...

Owens Corning (NYSE:OC) reported a net loss for the fourth quarter, reversing net income from the same period a year earlier. The company also posted a full year net loss, a material deterioration compared with the prior year's profitability. Recent results came in below earnings expectations, highlighting weaker than anticipated financial performance. For investors watching NYSE:OC, this shift to losses comes with the stock recently closing at $122.07. Shares are down 8.0% over the past...

If you are wondering whether Boise Cascade's share price still reflects its real worth, looking at how the market has treated the stock over different time frames is a useful starting point. The stock last closed at US$82.74, with returns of 0.7% over 7 days, 3.0% over 30 days, 11.6% year to date, but a 19.3% decline over 1 year and longer term returns of 36.4% over 3 years and 107.2% over 5 years. Recent headlines around Boise Cascade have focused on its position as a major supplier of...

Kilroy Realty (KRC) has been drawing attention after a sustained share price slide, with the stock down about 14% over the past month and 30% over the past 3 months. See our latest analysis for Kilroy Realty. That recent slide comes on top of a wider loss of momentum, with a 1 day share price return of 6.87% decline and a year to date share price return of 21.57% decline. The 1 year total shareholder return of 11.39% decline suggests income has softened the blow only slightly. If this...

FDA lifts clinical hold on Intellia Therapeutics' MAGNITUDE-2 ATTR amyloidosis trial, allowing global enrollment to resume with updated safety protocols. Intellia completes phase 3 enrollment ahead of schedule in the HAELO trial for lonvo-z, a one time gene editing therapy for hereditary angioedema. These steps advance Intellia Therapeutics' late stage pipeline and move its gene editing candidates closer to potential approval and commercialization. For investors watching Intellia...

If you are wondering whether Century Aluminum at around US$51.56 is still reasonably priced or already rich, you are not alone. This article is written to help you think that through clearly. The stock has been volatile recently, with a 2.1% decline over the last 7 days, a 5.4% gain over 30 days, a 25.9% return year to date, and a 172.1% return over the past year. The 3 year and 5 year returns are both very large. Recent news coverage has focused on Century Aluminum in the context of the...

If you are trying to work out whether Lineage at around US$40.52 is a bargain or just fairly priced, you are in the right place. The stock has recently posted returns of 5.8% over 7 days, 12.6% over 30 days and 14.4% year to date, although the 1 year return sits at a 29.3% decline. Recent attention on Lineage has focused on its position in the US real estate space and how investors are reassessing companies in the sector, which helps frame these recent price moves. Coverage has regularly...

Global Net Lease, Inc. recently reported fourth-quarter 2025 results showing quarterly sales of US$116.95 million and net income of US$48.18 million, while also completing a US$1.80 billion sale of its multi-tenant retail portfolio and materially reducing its debt. This portfolio transformation into a pure-play single-tenant net lease REIT, coupled with investment-grade credit upgrades from Fitch and S&P Global, marks a significant shift in Global Net Lease’s balance sheet strength and...

Investors are watching Zymeworks (ZYME) ahead of its March 2, 2026 earnings release, after the last report saw earnings per share beat estimates but the stock fall 8.04% the next trading day. See our latest analysis for Zymeworks. At a share price of US$23.29, Zymeworks has a 7 day share price return of 2.51% and a year to date share price return decline of 12.51%, while the 1 year total shareholder return of 73.81% and 3 year total shareholder return of about 3x suggest longer term holders...

In February 2026, Insulet Corporation reported fourth-quarter 2025 sales of US$783.8 million and full-year revenue of US$2.71 billion, with annual net income of US$247.1 million and diluted earnings per share from continuing operations of US$3.48. Despite full-year profit declining versus the prior year, Insulet paired strong top-line growth with an outlook for GAAP revenue growth of 21%–23% in the first quarter and 27%–29% for 2026, while confirming that it completed a modest US$59.64...

Analyst attention and ASCO presentations put Tyra Biosciences in focus Tyra Biosciences (TYRA) has moved into the spotlight after new positive analyst coverage, alongside progress in its dabogratinib program, including accepted abstracts at the 2026 ASCO Genitourinary Cancers Symposium and ongoing Phase 2 trials. See our latest analysis for Tyra Biosciences. Those ASCO and conference appearances sit against a backdrop of strong momentum, with the share price at US$33.31, a 90 day share price...

Privia Health Group, Inc. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$541.17 million for the quarter and US$2.12 billion for the year, alongside higher net income and earnings per share. The company also issued 2026 guidance calling for GAAP revenue between US$2.35 billion and US$2.45 billion, underscoring how its physician-enablement platform, acquisitions, and expanding value-based care footprint are shaping its growth profile. We’ll now...

Thermon Group Holdings (NYSE:THR) has entered into a definitive agreement to be acquired by CECO Environmental Corp. in a cash and stock deal. The transaction proposes different forms of consideration for existing Thermon shareholders, subject to customary approvals. Law firms have launched investigations into whether the terms of the acquisition are fair to Thermon shareholders. Thermon shares most recently closed at $50.78, with the stock showing returns of 34.9% year to date and 72.1%...

Wondering if Warby Parker at around US$25.01 is priced for its brand story or for its actual fundamentals? This article breaks down what the current share price may be implying about value. The stock has had a mixed run, with a 5.5% return over the past week, a 2.0% decline over the last 30 days, a 10.6% return year to date and a 1.1% return over the past year, while the 3 year return sits at 100.4%. Recent headlines around Warby Parker have focused on its position in the US eyewear retail...

Hyatt Hotels (NYSE:H) announced the retirement of Executive Chairman Thomas J. Pritzker after more than two decades in the role. The move comes alongside public mention of Pritzker's past association with Jeffrey Epstein and Ghislaine Maxwell. Hyatt has appointed current CEO Mark S. Hoplamazian as the new Chairman, concentrating leadership in a single figure. The transition highlights both succession planning and governance considerations for the company. For you as an investor, the key...

Vipshop Holdings (VIPS) is back in focus after reporting its fourth quarter and full year 2025 results, issuing fresh revenue guidance, increasing its annual dividend, and completing a sizeable share repurchase program. See our latest analysis for Vipshop Holdings. The latest earnings, higher dividend and completed share repurchase come as Vipshop’s share price sits at US$17.42, with a 30 day share price return of 1.81% and a 1 year total shareholder return of 14.83%. The 5 year total...

O'Reilly Automotive plans to accelerate new store openings in 2026 to broaden its physical footprint. The company is pushing ahead with an expanded omnichannel offering to connect in store and online sales. These moves come as the DIY segment faces pressure from inflation and tariffs, alongside industry consolidation. For investors watching NasdaqGS:ORLY, the latest moves are coming off a share price of $93.88, with a 3.9% return year to date and 68.0% over the past 3 years. The stock has...

Essential Utilities (NYSE:WTRG) has agreed to an all stock merger with American Water Works Company. The transaction is expected to close by the end of the first quarter of 2027, following recent shareholder approval. The company is also planning substantial investments in water and natural gas systems and continuing expansion through acquisitions. Essential Utilities focuses on regulated water and natural gas services, a segment that often attracts investors looking for stability and...

Event overview and recent performance Packaging Corporation of America (PKG) has drawn fresh attention after a period of mixed short term returns, including a roughly 0.1% move over the past day and a 2.1% decline over the past week. Despite that recent softness, the stock shows gains of about 4.3% over the past month and 14.2% over the past 3 months, prompting investors to reassess how current pricing lines up with the company’s fundamentals. See our latest analysis for Packaging Corporation...

What JinkoSolar’s latest figures tell you about the stock JinkoSolar Holding (NYSE:JKS) has come back into focus after recent trading, with the share price around $25.29 and mixed return figures over the past year catching the attention of investors tracking solar and semiconductor related names. Over the past month the stock has recorded a return of about a 1% decline, while the past 3 months show roughly a 2% decline. Year to date, the move sits near a 9% decline, even though the 1 year...