U.S. REITS Stock News

NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD’s (DRD) Sector Tailwind Highlighting Durable Strength or Masking Company-Specific Challenges?

In early February 2026, DRDGOLD drew fresh attention as its recent performance was highlighted alongside stronger results from other gold miners, reinforcing perceptions of improved business outcomes. The company’s inclusion among peers benefiting from a healthier gold mining backdrop has reinforced its position as a potentially resilient sector participant. We’ll now examine how DRDGOLD’s favorable positioning within a strengthening gold mining sector shapes the company’s investment...
NYSE:CE
NYSE:CEChemicals

Is Celanese (CE) Using Dividend And Price Hikes To Quietly Recast Its Margin Strategy?

Celanese Corporation recently declared a quarterly cash dividend of US$0.03 per share on its common stock, payable on March 10, 2026 to shareholders of record as of February 24, 2026, and earlier this week raised prices for acetic acid, vinyl acetate monomer and related derivatives in the Western Hemisphere. This combination of a modest cash return to shareholders and immediate pricing actions in key chemical products underscores management’s focus on margin protection amid cautious earnings...
NYSEAM:JMG
NYSEAM:JMGRetail Distributors

JM Group (HKEX:JMG) Earnings Growth Driven By Non Cash Margin Raises Questions For Bulls

JM Group (JMG) has put fresh numbers on the table for FY 2025, with second half revenue of HK$122.0 million and basic EPS of HK$0.39, while the trailing twelve months show revenue of HK$269.4 million and EPS of HK$1.17 backed by net income of HK$18.7 million. The company has seen revenue move from HK$92.1 million and EPS of HK$0.12 in 2H 2024 to HK$147.3 million and EPS of HK$0.78 in 1H 2025, before landing at the latest half year figures. Over the past year, earnings growth of 165.4% has...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Is Cognex (CGNX) Fairly Priced After Recent Share Price Recovery?

If you are wondering whether Cognex is fairly priced or if there is still value left on the table, this article is designed to walk you through that question in a clear, practical way. Cognex shares last closed at US$43.03, with returns of 5.6% over 7 days, 9.1% over 30 days, 16.5% year to date and 10.6% over 1 year, set against longer term returns of a 21.9% decline over 3 years and a 49.1% decline over 5 years that some investors may still have in mind. Recent coverage around Cognex has...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Assessing Texas Roadhouse (TXRH) Valuation As Momentum Cools After Multi Year Shareholder Gains

Why Texas Roadhouse stock is on investors’ radar Texas Roadhouse (TXRH) has attracted fresh attention after recent share price moves, with the stock posting mixed short term returns alongside stronger performance over the past 3 years and 5 years. See our latest analysis for Texas Roadhouse. At a share price of US$183.37, Texas Roadhouse’s recent 30 day share price return of a 2.48% decline contrasts with its 90 day gain of 9.08% and a 5 year total shareholder return of 134.66%. This...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Expands Beyond Cystic Fibrosis With WuXi Autoimmune Alliance

Vertex Pharmaceuticals (NasdaqGS:VRTX) has entered an exclusive license and collaboration with WuXi Biologics to develop a trispecific T-cell Engager for B-cell mediated autoimmune diseases. The agreement focuses on a novel immunotherapy approach that aims to redirect T cells toward B cells involved in autoimmune activity. The partnership expands Vertex's pipeline beyond cystic fibrosis and gene editing into autoimmune indications that can represent large treatment markets. For you as an...
NYSE:SCHW
NYSE:SCHWCapital Markets

Charles Schwab Confronts AI Wealth Management Threats While Shares Look Undervalued

Altruist has launched an AI powered tax planning tool, raising questions about how traditional wealth managers will compete. The launch contributed to a broad selloff in financial services stocks as investors reassessed technology risks and opportunities. Charles Schwab (NYSE:SCHW) responded through its CEO, who highlighted Schwab's existing investments in AI and how the firm is using the technology across its operations. For you as an investor, this story is about how Charles Schwab fits...
NYSE:AWK
NYSE:AWKWater Utilities

Is American Water Works Company (AWK) Pricing Reflect Long‑Term Returns After Recent Share Weakness

If you are wondering whether American Water Works Company is fairly priced or not, this article will walk you through what its current share price might be implying about value. The stock recently closed at US$123.69, with returns of a 0.5% decline over 7 days, a 5.1% decline over 30 days, a 5.1% decline year to date, a 1.4% gain over 1 year, an 11.2% decline over 3 years and a 14.9% decline over 5 years. Recent moves in the share price have kept investor attention on how a regulated water...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Fiserv’s Earnings Beat and INDX Launch Altering The Investment Case For Fiserv (FISV)?

Fiserv, Inc. recently reported fourth-quarter 2025 results with revenue of US$5,284 million and net income of US$811 million, beating profit expectations but pairing that with cautious 2026 guidance and ongoing cost pressures under its “One Fiserv” transformation plan. At the same time, Fiserv launched INDX, a real-time cash settlement platform that keeps client funds off-chain while offering up to US$25 million of FDIC insurance per custodial account, highlighting how the company is trying...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Assessing Flex (FLEX) Valuation After Raised Guidance And Data Center Growth Focus

Why Flex’s updated guidance is drawing fresh attention Flex (FLEX) recently raised its full year net sales guidance and highlighted improved margins tied to data center and technology solutions. This move has coincided with positive earnings estimate revisions and stronger investor interest. See our latest analysis for Flex. That updated guidance and the focus on data center and industrial solutions have come alongside building momentum in the shares, with a 7.81% 7 day share price return and...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Greg Abel’s First Berkshire Letter Puts Risks And Valuation In Focus

Berkshire Hathaway (NYSE:BRK.A) is preparing to release its 2025 Annual Report. The report will include Greg Abel's first annual letter to shareholders. Details about the upcoming 2025 Shareholders Meeting will be outlined in the filing. Berkshire Hathaway runs a wide mix of businesses, from insurance and railroads to utilities and consumer brands. This structure gives investors a broad view of several parts of the economy in a single company. The 2025 Annual Report will sit at the center...
NYSE:ZGN
NYSE:ZGNLuxury

Is Zegna’s Flat 2025 Revenue Testing the Growth Story Behind Ermenegildo Zegna (ZGN)?

Ermenegildo Zegna N.V. recently released its unaudited results for the fourth quarter and full year 2025, reporting quarterly revenues of €591,028,000 and full-year revenues of €1.92 billion, both broadly in line with the prior year. The slight full-year revenue slip alongside a stable fourth quarter gives investors a clearer view of how the group is holding demand across brands and regions during 2025. We’ll now examine how the essentially flat 2025 revenue performance interacts with...
NYSE:SEI
NYSE:SEIEnergy Services

Solaris Energy Infrastructure Gains Regional Voice Through NYSE Texas Advisory Role

Solaris Energy Infrastructure (NYSE:SEI) announced that its Co-CEO has been appointed as a founding member of the newly formed NYSE Texas Advisory Board. The advisory board has been launched by the New York Stock Exchange to focus on companies and capital markets activity connected to Texas and the broader southwestern U.S. This appointment marks a new leadership role for NYSE:SEI within a regional forum of executives and market participants. Solaris Energy Infrastructure, listed on the...
NYSE:V
NYSE:VDiversified Financial

Has Visa (V) Weak Share Price Created A Fresh Opening For Long Term Investors?

If you are wondering whether Visa's share price still reflects its long term growth story or if the stock has moved ahead of its fundamentals, a closer look at its valuation can help you frame that question more clearly. Visa's shares last closed at US$329.24, with returns of 0.2% decline over 7 days, 4.1% decline over 30 days, 5.0% decline year to date and 5.6% decline over 1 year, while the 3 year and 5 year returns sit at 47.1% and 64.6% respectively. Recent coverage of Visa has focused...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Sterling Infrastructure Buyback And Insider Sales Put Valuation In Focus

Sterling Infrastructure (NasdaqGS:STRL) authorized a new $400 million stock repurchase program. A company director executed share sales under a trading plan, providing additional visibility into insider activity. The company is working on high-profile projects while analysts highlight its focus on higher margin markets. Sterling Infrastructure, which operates in civil infrastructure and related services, is drawing attention as it pairs a sizeable $400 million buyback authorization with...
NYSE:WM
NYSE:WMCommercial Services

How Investors May Respond To Waste Management (WM) Earnings Miss And Shift Toward Growth-Focused Capital Deployment

In late January 2026, Waste Management reported Q4 2025 results that grew year over year but came in below analyst expectations on both revenue and adjusted EPS, while management outlined guidance calling for further operating EBITDA and free cash flow growth in 2026. At the same time, an update showed the company executed none of its recently announced share repurchase capacity, underscoring that current capital deployment is being directed toward operations and growth rather than...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

Does MarketAxess (MKTX) Pairing Buybacks With a Bigger Credit Line Redefine Its Capital Playbook?

In early February 2026, MarketAxess Holdings Inc. reported fourth-quarter and full-year 2025 results, declared a regular US$0.78 per-share quarterly dividend, completed a US$300.00 million buyback of 1,745,783 shares, and amended its US$750.00 million credit facility, extending maturity to February 2029. The combination of higher quarterly earnings, active capital returns through dividends and repurchases, and extended lending capacity gives investors fresh insight into MarketAxess’s...
NYSE:BRX
NYSE:BRXRetail REITs

Is Brixmor Property Group (BRX) Share Price Reflecting Its Recent Gains And Cash Flow Outlook

If you are wondering whether Brixmor Property Group is reasonably priced at its current level, this article will walk you through what the numbers are really saying about the stock. The shares most recently closed at US$28.53, with returns of 2.9% over 7 days, 11.0% over 30 days, 9.9% year to date, 8.1% over 1 year, 41.9% over 3 years and 84.9% over 5 years. Recent coverage has focused on Brixmor as a U.S. shopping center owner and operator, with investors paying close attention to how its...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Valuation Check After New Grid Modernization And Wildfire Mitigation Projects

Itron (ITRI) has been in focus after unveiling new grid edge and wildfire mitigation projects with Pacific Gas and Electric Company, Toumetis and San Diego Gas & Electric, alongside showcasing AI and resiliency offerings at DTECH 2026. See our latest analysis for Itron. These wildfire mitigation and grid edge projects come as Itron’s share price sits at US$99.81, with a 5.65% year to date share price return and a 72.32% three year total shareholder return, which may indicate that longer term...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Record AI Revenue And Capex Plans Keep Taiwan At Center

Taiwan Semiconductor Manufacturing (NYSE:TSM) has reported record monthly revenue, driven by exceptionally strong demand for advanced AI chips. The company is significantly increasing its multibillion dollar capital expenditure plans to expand leading edge manufacturing capacity. TSMC executives and Taiwanese officials are pushing back on U.S. efforts to shift a large share of its most advanced chipmaking to American soil. For investors watching NYSE:TSM, the record sales arrive alongside a...
NYSE:TPC
NYSE:TPCConstruction

Is It Too Late To Consider Tutor Perini (TPC) After Its 1 Year Share Price Surge?

If you are wondering whether Tutor Perini's share price still reflects its true worth after a strong run, you are not alone. This article is designed to help you think through that question clearly. The stock last closed at US$85.07, with reported returns of 7.9% over 7 days, 14.6% over 30 days, 22.7% year to date, 262.8% over 1 year and a very large 3 year return that is described as 867.6%, as well as 386.3% over 5 years. Recent coverage around Tutor Perini has focused on its position in...