U.S. REITS Stock News

NYSE:MRK
NYSE:MRKPharmaceuticals

Is It Time To Reassess Merck (MRK) After Its Strong Multi Year Share Price Run?

If you are wondering whether Merck is still reasonably priced after its run in recent years, this article will walk through what the current share price might be implying about future value. At a last close of US$119.30, Merck has recorded a 2.1% decline over the past 7 days, alongside returns of 10.5% over 30 days, 12.1% year to date, 36.7% over 1 year, 22.2% over 3 years and 103.2% over 5 years. Recent attention on large pharmaceutical names and ongoing sector headlines have kept Merck in...
NYSE:CURB
NYSE:CURBRetail REITs

Assessing Curbline Properties (CURB) Valuation After Dividend Hike And New Equity Offering

Curbline Properties (CURB) is back on investors’ radar after two closely linked moves: a 6% increase in its quarterly dividend to $0.17 per share and an underwritten public equity offering. See our latest analysis for Curbline Properties. The recent dividend increase and equity raise come after a strong run in the stock, with a 30 day share price return of 18.49% and a year to date share price return of 21.92%. The 1 year total shareholder return is 18.92%, suggesting momentum has been...
NasdaqGS:CHRD
NasdaqGS:CHRDOil and Gas

Chord Energy (CHRD) Margin Collapse And One Off Loss Test Bullish Efficiency Narratives

Chord Energy (CHRD) closed out FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.48, set against trailing 12 month revenue of US$4.6b and EPS of US$0.77 that reflect a weaker profitability profile than a year earlier. Over recent periods the company has seen quarterly revenue move from US$1.37b in Q4 2024 to US$1.1b in Q4 2025, while basic EPS shifted from US$3.45 to US$1.48, setting the backdrop for trailing net income of US$44.5m. Overall, margins look compressed and the...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

How Investors May Respond To Chewy (CHWY) Hiring Operations-Focused Finance Veteran As New CFO

On February 23, 2026, Chewy’s board appointed long-time finance and operations executive Christopher S. Deppe as Chief Financial Officer and principal financial officer, succeeding interim principal financial officer William Billings. Deppe’s background leading finance for Chewy and previously managing large-scale cost initiatives at Amazon brings a strong operations-focused lens to Chewy’s financial leadership. We’ll now explore how Deppe’s operations-heavy finance background could...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Why Take-Two Interactive Software (TTWO) Is Up 5.9% After Earnings Beat And GTA VI Buzz – And What's Next

Recently, Take-Two Interactive reported earnings and revenue that again surpassed analyst expectations, prompting meaningful upward revisions to consensus forecasts and reinforcing confidence in its pipeline, including Grand Theft Auto VI planned for November 2026. Analyst upgrades and high-profile commentary highlighting Take-Two’s consistent outperformance and anticipated growth from upcoming releases underscore how expectations are increasingly tied to execution on its biggest...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

TTM Technologies Insider Sale Sparks Questions On Valuation And Momentum

Catherine A. Gridley, EVP and A&D Sector President at TTM Technologies, recently sold a significant portion of her personal holdings in NasdaqGS:TTMI. The sale came shortly after the company reported strong quarterly results and issued an upbeat outlook supported by demand from key technology end markets. The timing and size of the transaction are drawing attention from investors who track insider activity as a potential signal of executive sentiment. TTM Technologies, trading at $107.56,...
NYSE:KBR
NYSE:KBRProfessional Services

KBR (KBR) Q4 Shows Margin Improvement That Supports Bulls’ Profitability Narrative

KBR (KBR) closed out FY 2025 with fourth quarter revenue of US$1,885 million and basic EPS of US$0.87, alongside net income excluding extraordinary items of US$111 million, setting the tone for how investors parse its latest update. The company has seen quarterly revenue move from US$2,122 million and EPS of US$0.57 in Q4 2024 to US$1,885 million and EPS of US$0.87 in Q4 2025, while trailing twelve month revenue reached US$7.8 billion with TTM EPS of US$3.50. This gives investors a clearer...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet Ties Clean Energy And AI Chip Leasing To Data Center Growth

Alphabet (NasdaqGS:GOOGL) is partnering with utilities including Xcel Energy and AES Corp to supply new Google data centers in Minnesota and Texas with large-scale clean energy. The projects are expected to use what is described as the world's largest iron air battery from Form Energy to support power needs for these U.S. sites. Google has also agreed to a multi year deal for Meta Platforms to rent its AI chips, expanding access to Google's AI infrastructure. Alphabet, the parent of Google,...
NYSE:AFL
NYSE:AFLInsurance

Aflac (AFL) Margin Compression Challenges Bullish Earnings Narrative After FY 2025 Results

Aflac FY 2025 Earnings Snapshot Aflac (AFL) just closed out FY 2025 with Q4 revenue of US$4.9 billion and basic EPS of US$2.65, alongside net income excluding extra items of US$1,379 million. Over the past few quarters, the company has seen revenue move from US$3.4 billion in Q1 2025 to US$4.2 billion in Q2 and US$4.7 billion in Q3, while basic EPS shifted from US$0.05 to US$1.12 and then US$3.09 over the same stretch. With trailing 12 month net profit margin at 21.2% versus 28.8% a year ago,...
NYSE:CARS
NYSE:CARSInteractive Media and Services

Carscom NYSECARS Margin Compression Tests Bullish Earnings Growth Narrative

Cars.com (CARS) closed out FY 2025 with Q4 revenue of US$183.9 million and basic EPS of US$0.12, alongside trailing 12 month revenue of US$723.2 million and EPS of US$0.32 that frame a year of relatively modest top line progress and slimmer profitability. Over the past six quarters, revenue has moved from US$179.7 million in Q3 2024 to US$183.9 million in Q4 2025, while quarterly EPS shifted from US$0.28 to US$0.12, setting up a story where thinner net margin and a premium P/E put the...
NYSE:PHIN
NYSE:PHINAuto Components

Is PHINIA’s (PHIN) Innovation-Focused Investor Day Resetting Its Long-Term Value Narrative?

PHINIA Inc. recently held an Investor Day at the New York Stock Exchange, where its senior leadership outlined the company’s priorities in premium fuel systems, electrical systems, and aftermarket solutions across automotive and industrial markets. The event emphasized PHINIA’s focus on innovation, disciplined capital use, and portfolio expansion across diverse end markets aimed at supporting sustainable growth and long-term shareholder value. With Investor Day spotlighting PHINIA’s growth...
NYSE:SLGN
NYSE:SLGNPackaging

Is Silgan Holdings (SLGN) Offering Value After Mixed Multi‑Year Share Price Performance

If you are wondering whether Silgan Holdings at around US$47.48 is offering good value today, you are in the right place to unpack what that price might actually represent. The stock has seen a 1% decline over the last week, an 11.3% gain over the past month, a 15.1% return year to date, a 9.9% decline over the past year, a 7.8% decline over three years, and a 31.9% return over five years, which can leave investors unsure how to interpret the current risk and opportunity. Recent coverage...
NasdaqGS:SLDE
NasdaqGS:SLDEInsurance

Is It Time To Reconsider Slide Insurance Holdings (SLDE) After Its Recent Share Price Jump

Some investors may be wondering whether Slide Insurance Holdings is attractively priced after its recent attention, or whether the current share price already reflects the widely discussed story. The stock last closed at US$19.55, with returns of 16.4% over 7 days, 23.8% over 30 days and 5.3% year to date. These moves may have caught the eye of investors watching for changing risk and reward trade offs. Recent news coverage has highlighted Slide Insurance Holdings as a relatively new name in...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Did Bigger Losses And New Equity Plans For RAS(ON) Trials Just Shift Revolution Medicines' (RVMD) Investment Narrative?

In February 2026, Revolution Medicines reported a wider quarterly and full-year loss, with net loss rising to US$364.89 million for the fourth quarter and US$1.13 billions for 2025, while also filing a US$1.24 billions shelf registration and announcing a US$1 billions at-the-market common stock offering. At the same time, the company highlighted rapid clinical progress in its RAS(ON) inhibitor pipeline, including multiple ongoing and planned phase 3 trials for daraxonrasib and zoldonrasib in...
NYSE:ADT
NYSE:ADTConsumer Services

ADT Bets On Camera Free AI Sensing And Verisure Partnership Potential

ADT (NYSE:ADT) has acquired Origin AI, a company focused on camera free AI presence sensing technology. The deal includes Origin AI's patent portfolio and will be integrated into ADT's smart home security platform. ADT has also signed a long term commercial agreement with Verisure to bring this AI sensing technology to Europe and Latin America. For investors watching NYSE:ADT at a share price of $8.11, this move signals a push to differentiate its smart home offering with AI driven presence...
NYSE:ICE
NYSE:ICECapital Markets

Is ICE’s Blockchain Post‑Trade Push Quietly Rewriting Its Technology Edge in Market Infrastructure?

Intercontinental Exchange, the parent of the New York Stock Exchange, recently announced a blockchain-based platform aimed at modernizing post-trade functions such as settlement, reconciliation, and collateral management, including onchain delivery-versus-payment and potential stablecoin-based funding subject to regulatory approval. This move highlights how a major exchange operator is seeking to embed blockchain into traditional market plumbing to improve efficiency, reduce counterparty...
NasdaqGS:MGRC
NasdaqGS:MGRCTrade Distributors

Margin Reset To 16.6% Tests Bullish Narratives On McGrath RentCorp (MGRC) Earnings

McGrath RentCorp (MGRC) has just closed out FY 2025 with Q4 revenue of US$256.8 million and basic EPS of US$2.02, putting fresh numbers on the table for investors watching how its profit engine is holding up. The company has seen quarterly revenue move from US$243.7 million in Q4 2024 to US$256.8 million in Q4 2025, while basic EPS has shifted from US$1.59 to US$2.02 over the same period. This gives a clear view of how the top line and per share earnings are tracking into the new year. With...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Is It Too Late To Consider Laureate Education (LAUR) After A 71% One-Year Surge?

If you are wondering whether Laureate Education's share price still offers value after its recent run, this article walks through what the numbers are actually saying about the stock. The share price closed at US$33.98 recently, with short term returns roughly flat over 7 days, slightly negative at 0.7% over 30 days, but much stronger at 2.0% year to date and 71.1% over the past year. These moves have come as Laureate continues to feature in ongoing coverage of the education sector, with...
NYSE:USPH
NYSE:USPHHealthcare

US Physical Therapy (USPH) Earnings Rebound Of 42.8% Tests Premium P/E Narrative

U.S. Physical Therapy (USPH) has wrapped up FY 2025 with fourth quarter revenue of US$201.0 million and basic EPS of US$0.27, alongside trailing twelve month EPS of US$2.61 on revenue of US$773.3 million. Over the past six reported quarters in the dataset, revenue has moved from US$166.3 million in Q3 2024 to US$201.0 million in Q4 2025, while quarterly EPS ranged from US$0.27 to US$0.80, with full year earnings growth of 42.8% and a net margin of 5.1% versus 4.2% a year earlier. That...
NYSE:JOE
NYSE:JOEReal Estate

St. Joe (JOE) Margin Expansion And 55.9% Earnings Growth Reinforce Bullish Narratives

St. Joe (JOE) closed out FY 2025 with fourth quarter revenue of US$128.9 million and basic EPS of US$0.52, while full year trailing twelve month revenue came in at US$513.2 million with basic EPS of US$2.00. Over the past six reported quarters, revenue has ranged from US$94.2 million to US$161.1 million per quarter, with basic EPS moving between US$0.29 and US$0.67. This gives investors a clear run of consistent top line and per share results into this latest update. With trailing net margins...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Offering Value After A 32% One Year Share Price Gain

If you are wondering whether Boeing's current share price lines up with its underlying worth, this article walks through what the numbers actually say rather than the headlines. The stock closed at US$229.41, with a 1.8% decline over the last week, a 6.2% decline over the last 30 days, a 0.7% return year to date and a 32.0% return over the past year. This gives you a mix of recent weakness and longer term gains to think about. Recent coverage around Boeing has focused on ongoing operational...
NYSE:MAIN
NYSE:MAINCapital Markets

How Investors Are Reacting To Main Street Capital (MAIN) Dividend Hike And Supplemental Payout

Main Street Capital Corporation recently declared regular monthly cash dividends of US$0.26 per share for April, May, and June 2026, totaling US$0.78 for the quarter and reflecting a 4.0% increase over the same period in 2025. The Board also approved a US$0.30 per share supplemental dividend for March 2026, using undistributed taxable income from 2025, underscoring the company’s focus on returning excess cash to shareholders. We’ll now examine how the higher regular payout, alongside the...
NYSE:EPR
NYSE:EPRSpecialized REITs

Stable FFO At EPR Properties (EPR) Reinforces Bullish Experiential REIT Narratives

EPR Properties (EPR) has wrapped up FY 2025 with fourth quarter revenue of US$182.9 million and basic EPS of US$0.80, while trailing twelve month revenue sits at US$718.4 million and EPS at US$3.30. Over the past few reported periods, revenue has ranged between US$172.4 million and US$185.1 million per quarter, with basic EPS moving between US$0.79 and US$0.91 across 2025, giving investors a clearer sense of how the income stream is tracking into the current run rate. With trailing net...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Assessing Regeneron Pharmaceuticals (REGN) Valuation After Dupixent’s New FDA Approval For Allergic Fungal Rhinosinusitis

The latest catalyst for Regeneron Pharmaceuticals (REGN) is US FDA approval of Dupixent for allergic fungal rhinosinusitis in patients 6 and older with prior sino nasal surgery. This expands the labeled uses of this key drug. See our latest analysis for Regeneron Pharmaceuticals. Despite the positive Dupixent news and other recent pipeline updates, such as the priority review for garetosmab and gene editing progress with Tessera, Regeneron Pharmaceuticals' recent share price momentum has been...