U.S. REITS Stock News

American Tower (AMT) is back in focus after its fiscal Q1 2026 earnings beat, with data center revenue up 17% and higher operating margins following the completed exit from India and the simplification of its portfolio. See our latest analysis for American Tower. Despite the Q1 2026 earnings beat and raised full year guidance, recent share price performance has been weak. The stock is down 11.18% on a 90 day share price return and total shareholder return is down 17.08% over the past year,...

Recent performance snapshot Keysight Technologies (KEYS) has attracted attention after a recent pullback, with the stock down 3.5% over the past day and 3.1% over the past week, while still showing gains over the past month. See our latest analysis for Keysight Technologies. That short term pullback sits against a much stronger backdrop, with a 90 day share price return of 49.46% and a 1 year total shareholder return of 111.01%, suggesting momentum has been building rather than fading. If you...

Janus Henderson Group (NYSE:JHG) has entered into a new partnership with Sun Hung Kai & Co. to expand alternative investment offerings in Asia Pacific. The alliance focuses on building and distributing alternative strategies tailored to investors across the region. The move is intended to broaden Janus Henderson Group's product set beyond traditional asset classes and deepen its presence in Asia Pacific. For investors tracking Janus Henderson Group at a share price of $51.72, this...

In the first quarter of 2026, Brightstar Lottery PLC reported revenue of US$587 million and net income of US$37 million, with basic earnings per share from continuing operations of US$0.20, and its Board declared a quarterly cash dividend of US$0.23 per share payable on June 11, 2026. The company also reaffirmed its full-year 2026 revenue guidance of US$2.50 billion to US$2.55 billion, underlining confidence supported by growing iLottery activity, efficiency program benefits, and a recently...

BJ’s Wholesale Club has recently opened new warehouse clubs in Fort Worth and Grand Prairie, Texas, while partnering with local food banks and school communities through grants and ongoing donations. At the same time, the company is urging shareholders to vote against several ESG-focused proposals on emissions reporting, deforestation risk assessment, and voting standard changes, highlighting a tension between its community engagement and investor-led governance and sustainability...

INNOVATE (VATE) has opened Q1 2026 earnings season with recent quarterly numbers that show revenue of about US$382.7 million in Q4 2025, paired with a basic EPS loss of US$0.58 and a net loss of US$7.8 million. Over the past year, the company has seen revenue move from US$236.6 million in Q4 2024 to US$382.7 million in Q4 2025, while quarterly basic EPS losses ranged from US$1.89 in Q1 2025 to US$0.58 in Q4 2025 as net losses shifted between US$24.8 million and US$7.8 million. For investors,...

In recent days, Deere & Company has faced increased scrutiny ahead of its 21 May Q2 earnings release, as analysts highlight the possibility of lower quarterly earnings even if revenue rises. This focus has sharpened concerns around Deere’s Production & Precision Agriculture segment, where farmer cost pressures, tariffs, and a softer agricultural cycle are weighing on expected profitability. Now, we’ll examine how these margin concerns in precision agriculture influence Deere’s previously...

CareDx (NasdaqGM:CDNA) disclosed that a long standing qui tam lawsuit has been dismissed. The company had previously announced that the Department of Justice closed a related investigation without findings of wrongdoing. Together, these outcomes remove a material legal overhang tied to historical compliance questions. CareDx focuses on transplant diagnostics and related services, an area where regulatory oversight and reimbursement policies are central to the business model. For investors...

Swarmer (SWMR) has quickly moved into focus after securing a software license contract with Meta Bureau LLC for more than 16,000 SkyKnight and other UAVs, potentially worth up to US$13.2 million. See our latest analysis for Swarmer. The Meta Bureau contract, Japan expansion and new interceptor partnerships have arrived after a volatile few weeks. The 7 day share price return is 9.21%, following a 30 day share price decline of 27.64%, leaving the year to date share price return down 4.39% at...

Considering whether National Storage Affiliates Trust at around US$41.02 is offering fair value right now or if the price is out of line with the fundamentals. The stock is up 47.1% year to date and 20.2% over the past year, even though it has fallen 6.1% in the last week and 2.1% over the past month. Recent market attention has focused on how self storage REITs are positioned within real estate, as investors reassess income focused sectors and their sensitivity to interest rates. This...

Union Pacific (NYSE:UNP) and Norfolk Southern have submitted an amended merger application to the Surface Transportation Board. The proposal seeks approval to create what would be America’s first transcontinental railroad. The revised filing is intended to address earlier regulatory concerns around competition and service impacts. The Surface Transportation Board is expected to review the updated application and issue a decision in the coming weeks. Union Pacific, through its extensive...

Evolv Technologies Holdings (EVLV) is back in focus after a busy May, combining what it reports as strong Q1 2026 results with raised full year revenue guidance and fresh client momentum at high profile venues. See our latest analysis for Evolv Technologies Holdings. Despite the raised 2026 revenue guidance and high profile stadium wins, recent momentum in the stock has cooled. The 7 day share price return is down 19.15% and the year to date share price return is down 14.93%, even as the 1...

Charles River Laboratories International (NYSE:CRL) has entered into a partnership with MEDIPOST to support development and commercialization of cell therapies across Asia-Pacific and North America. The company is supplying biologics and GMP testing services to MEDIPOST’s global pipeline of regenerative medicine products. At the same time, Charles River introduced major upgrades to its digital pathology platform, adding AI-powered and fully digital workflows. The new digital pathology...

Humana (HUM) has drawn fresh attention after issuing a Medicare Advantage coverage policy for Barostim therapy, widening access to heart failure treatment, while recent quarterly results topped Wall Street expectations and the stock outpaced the broader market. See our latest analysis for Humana. Humana’s recent Medicare Advantage coverage decision for Barostim and its Q1 earnings beat arrive after a sharp swing in momentum, with a 30 day share price return of 53.81% and a 1 year total...

O'Reilly Automotive (ORLY) stock has recently drawn attention after a period of weaker price performance, with the share price down over the past week, month, past 3 months and year. See our latest analysis for O'Reilly Automotive. With the share price at US$88.49 and recent 1-day, 7-day and 90-day share price returns all in decline, short term momentum has clearly faded, even though the 3-year and 5-year total shareholder returns remain strongly positive. If this kind of pullback has you...

In early May 2026, Atlantic Union Bankshares Corporation approved amendments to remove supermajority voting requirements on director removal and charter changes, authorized up to US$250,000,000 in common stock repurchases through May 2027, and declared quarterly dividends on both its common and Series A preferred shares. Together, the new buyback program and governance changes enhance shareholder influence and signal a clearer focus on capital return and board accountability. Next, we will...

Prudential Financial (PRU) is back in focus after reporting first quarter 2026 results that topped Wall Street expectations, affirming a quarterly dividend of $1.40 per share and expanding PGIM’s private credit offering for retirement plans. See our latest analysis for Prudential Financial. At a share price of $101.93, Prudential Financial’s 7 day share price return of 1.11% contrasts with a year to date share price decline of 10.49%, while the 3 year total shareholder return of 44.41% points...

Carvana (CVNA) is back in focus after reporting Q1 2026 results that featured record retail units sold, revenue, and profitability, extending its streak to a sixth straight quarter of significant year-over-year retail unit growth. See our latest analysis for Carvana. The recent Q1 2026 beat and Chicago IRC expansion have not prevented a pullback, with the share price down 13.8% over 7 days and 16.1% year to date, while the 3 year total shareholder return remains very large. If Carvana’s...

Kyndryl Holdings (KD) has drawn fresh attention after expanding its long-running modernization work with Arizona’s Motor Vehicle Division and rolling out new AI-driven risk detection features on its Kyndryl Bridge platform, shortly after releasing its latest quarterly earnings. See our latest analysis for Kyndryl Holdings. Despite the Arizona MVD contract expansion, new AI risk detection features on Kyndryl Bridge, share repurchases and a recent earnings release, Kyndryl’s share price return...

Recent move in AvalonBay Communities (AVB) AvalonBay Communities (AVB) has drawn investor attention after a recent share price move, with the stock closing at US$180.84 and showing mixed performance over the past week, month, and past 3 months. See our latest analysis for AvalonBay Communities. Despite the recent pullback, with a 1-day share price return of 1.47% and 7-day share price return of 1.76% both declining, AvalonBay’s 30-day share price return of 5.58% contrasts with a 1-year total...

Payments platform DLocal (NasdaqGS:DLO) has reported Q1 2026 revenue of US$335.9 million and basic EPS of US$0.14, with trailing twelve month revenue at about US$1.2 billion and EPS of US$0.66 framing the broader earnings picture. Over the past year, the company has seen revenue lift from US$745.97 million to US$1.21 billion and EPS move from US$0.42 to US$0.66 on a trailing basis, alongside earnings growth of 28.7% and a trailing net margin of 15.8% versus 19.2% in the prior year. The latest...

In early May 2026, Modine Manufacturing amended its Sixth Amended and Restated Credit Agreement to facilitate the separation and spin-off of its Performance Technologies business, including allowing a new escrow subsidiary to incur debt whose proceeds will be used to prepay existing loans once the transaction closes. This financing change sheds light on Modine’s intent to reshape its portfolio mix by carving out a major legacy business while aligning its capital structure with the planned...

In early May 2026, The GEO Group, Inc. reported first-quarter 2026 results showing revenue of US$705.21 million and net income of US$38.33 million, with diluted EPS from continuing operations of US$0.29, all higher than a year earlier, and paired this with updated earnings guidance for the second quarter and full year. Beyond the headline figures, management’s decision to lift full-year 2026 guidance for both net income attributable to GEO operations and revenue, based on an assumed 30%...

Earlier in May 2026, BILL Holdings, Inc. reported third‑quarter results showing higher revenue of US$406.56 million, a move to GAAP profitability with net income of US$12.79 million, issued stronger full‑year guidance, and unveiled both a workforce reduction of about 30% and a new US$1.00 billion share repurchase program funded from existing cash over 24 months. At the same time, BILL completed US$200.12 million of buybacks under a prior authorization and set more ambitious revenue targets,...