U.S. REITS Stock News

If you are looking at FedEx and wondering whether the current price fairly reflects its prospects, this article will walk through how the market may be valuing the stock today. FedEx last closed at US$387.68, with returns of 1.2% over 7 days, 24.1% over 30 days, 32.3% year to date, 53.5% over 1 year, 99.8% over 3 years, and 70.5% over 5 years. This performance gives useful context before comparing that price with estimates of value. Recent headlines around global shipping volumes,...

Domino's Pizza reported higher revenue and net income for the fourth quarter and full year 2025, lifted its quarterly dividend by 15% to US$1.99 per share, and continued buying back stock under its 2024 repurchase program. Investor attention has also been drawn by ongoing global store expansion, strong same-store sales growth and Berkshire Hathaway raising its stake to just under 10% of the company. We’ll now explore how the dividend increase and solid 2025 earnings performance affect...

Recently, Entergy issued a request for proposals for new gas-fired combined cycle generation in southeast Texas to meet about 1 GW of additional demand beginning in 2032 or earlier, aligning with its Southeast Texas Energy Plan and anticipated industrial and residential growth. This move highlights how Entergy is planning new conventional capacity alongside renewables to support reliability as regional energy use expands. We’ll now consider how Entergy’s push for new gas-fired capacity in...

Dell Technologies (DELL) is back in focus after reporting record fourth quarter and full year results, highlighting AI driven strength in its server business, upbeat guidance, and new capital return plans. See our latest analysis for Dell Technologies. At a share price of US$121.45, Dell’s recent record earnings, upbeat AI server commentary and new capital return plans come after a 5.9% 30 day share price gain. Its 1 year total shareholder return of 14.7% and roughly 3x 3 year total...

Carpenter Technology (CRS) is back in focus after the company outlined a planned leadership transition, with President and Chief Operating Officer Brian Malloy set to become Chief Executive Officer on July 1, 2026. See our latest analysis for Carpenter Technology. The leadership news comes on the back of strong recent momentum, with a 30 day share price return of 13.91% and a year to date share price return of 17.49%. The five year total shareholder return is very large at close to 10x...

If you are trying to work out whether GDS Holdings is attractively priced or not, the recent share performance and current valuation metrics give you plenty to think about. The stock closed at US$41.79, with a 7 day return of 8.3% decline, a 30 day return of 12.1% decline, a 9.0% return year to date, a 10.1% return over 1 year, a 113.3% return over 3 years, and a 54.2% decline over 5 years. These mixed returns over different time frames suggest that sentiment around GDS Holdings has shifted...

Turning Point Brands (NYSE:TPB) announced a 7% increase in its quarterly dividend. The company introduced Stoker's Proud, a new tobacco sub-brand aimed at value-focused consumers. FRE® Nicotine Pouches entered a marketing partnership with Taylor Reimer Racing to reach motorsports fans. Turning Point Brands, trading at $141.86, has drawn fresh attention with these brand and capital return moves. The stock is up 7.2% over the past week, 16.4% over the past month, 28.7% year to date, and...

If you are wondering whether STAG Industrial is offering fair value at around US$39.30, you are not alone, many investors are asking the same question. The stock has returned 2.0% over the past 7 days, 5.8% over 30 days, 6.4% year to date, 14.5% over 1 year, 31.7% over 3 years and 51.6% over 5 years, which naturally puts the current price under the spotlight. Recent coverage around STAG has largely focused on its position as a pure play on U.S. industrial real estate and its role in serving...

Wingstop Inc. recently reported fourth-quarter and full-year 2025 results, completed a US$658.63 million share repurchase program covering 2,585,149 shares, and declared a US$0.30 per-share quarterly dividend payable on March 27, 2026 to stockholders of record on March 6, 2026. Management highlighted that technology investments such as the fully deployed Wingstop Smart Kitchen and expansion into six new international markets are improving restaurant operations and supporting the company’s...

If you are wondering whether 10x Genomics is priced attractively at its current level, this article walks through how its value stacks up using several common yardsticks. The stock last closed at US$22.13, with returns of 15.3% over the past 7 days, 2.4% over 30 days, 33.2% year to date and 105.3% over 1 year, set against longer term returns of a 54.1% decline over 3 years and an 85.0% decline over 5 years. Recent news flow around 10x Genomics has focused on its position in single cell and...

Bread Financial Holdings (BFH) drew fresh attention after its Board approved a US$600 million increase to the existing share repurchase authorization, lifting the total available for buybacks to US$765 million with no expiration. See our latest analysis for Bread Financial Holdings. The buyback expansion comes after a strong run in the shares, with a 1-day share price return of 8.31%, a 30-day share price return of 14.14%, and a 1-year total shareholder return of 49.91%. This suggests...

ResMed (NYSE:RMD) is opening a new distribution center in Greenwood, Indiana, to expand its U.S. logistics network. The Greenwood facility is planned as a major hub to support medical product delivery to patients and providers across North America. The project is expected to add logistics capacity, support faster deliveries, and create new jobs in the local community. ResMed focuses on sleep and respiratory care solutions, supplying equipment and software to patients, clinicians, and health...

Appian (APPN) just reported fourth quarter and full year 2025 results that moved from a net loss to a small profit, paired with 2026 revenue guidance, an AI focused growth story and a new share buyback. See our latest analysis for Appian. The earnings beat, 2026 revenue guidance and new US$50 million buyback sit against a mixed share price picture, with a 1 day share price return of 3.8% and 7 day share price return of 11.4%, but a 90 day share price return decline of 32.3% and a 5 year total...

If you are wondering whether National Health Investors is priced fairly after its recent run, or if the current share price offers value, this article focuses squarely on what you are getting for the price you pay. The stock recently closed at US$87.68, with a 1 year return of 29.2% and a 3 year return of 93.1%, alongside a 30 day return of 10.7% and a 7 day return showing a 1.2% decline. Recent attention on the senior housing and healthcare real estate space has kept National Health...

The 10-K filing that put Bancorp (TBBK) in focus Bancorp (TBBK) is back on investors’ radar after its February 25 10-K filing. The report highlighted its fintech-heavy deposit base, technology and AI spending, and the concentration and regulatory risks tied to those partnerships. See our latest analysis for Bancorp. At a share price of $57.18, Bancorp has seen a 16.33% decline in its 30 day share price return and a 15.49% decline year to date. Its 3 year total shareholder return of 65.40% and...

American Express has announced plans to build and fully occupy a new, nearly two million-square-foot global headquarters at 2 World Trade Center in Lower Manhattan by 2031, featuring flexible workspaces, extensive outdoor terraces, and targeting LEED certification with advanced, fully-electric smart-building systems. The project, which is expected to add about US$5.90 billion to New York City’s economy and US$6.30 billion to New York State while creating more than 3,200 construction-related...

Coterra Energy, NYSE:CTRA, is drawing fresh attention for its capital allocation, including sustained dividends and share buybacks supported by strong free cash flow. The company is emphasizing shareholder returns while maintaining a solid balance sheet and a large U.S. shale asset base with gas heavy production. This approach is coming into focus as investors watch for a potential recovery in natural gas markets. Coterra Energy, NYSE:CTRA, is back on investor radars as its capital return...

Constellium SE recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$2,201 million for the quarter and US$8.45 billion for the year, while net income improved to US$112 million for the quarter and US$273 million for the year, alongside sharply higher earnings per share versus 2024. At the same time, the company completed a sizeable share repurchase program totaling 13,627,278 shares for US$193.87 million, signaling management’s confidence and amplifying the...

Rush Street Interactive (NYSE:RSI) reported strong user growth in its North American online casino markets in the fourth quarter. Monthly active users in these markets grew 51% in the period, with no new market launches. The company cited improved customer acquisition and retention as key drivers of this performance. Operational performance in North American online casino operations improved alongside user growth. Rush Street Interactive runs real money online casinos and sports betting...

ADMA Biologics (ADMA) has capped FY 2025 with fourth quarter revenue of US$139.2 million and basic EPS of US$0.21, while trailing twelve month revenue sits at US$510.2 million and EPS at US$0.62. The company has seen quarterly revenue move from US$117.5 million in Q4 2024 to US$139.2 million in Q4 2025, with basic EPS shifting from US$0.47 to US$0.21 over the same period. This sets up a results season where growth expectations and margin quality are front of mind for investors. See our full...

Beacon Financial (BBT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns but a stronger pattern over the past month and the past three months. See our latest analysis for Beacon Financial. With the share price at US$31.05, Beacon Financial’s recent 30 day share price return of 9.41% and 90 day share price return of 21.34% suggest building momentum, while the 12.98% 1 year total shareholder return points to steadier longer term...

AXIS Capital Holdings (AXS) has announced a fresh round of capital returns, combining new common and preferred dividends with a newly authorized $300 million share repurchase program that highlights its capital allocation approach. See our latest analysis for AXIS Capital Holdings. AXIS Capital Holdings’ 1 day share price return of 1.97% around the latest dividend and buyback announcement sits against relatively steady short term moves, while its 1 year total shareholder return of 10.56% and...

If you are wondering whether Levi Strauss is still fairly priced after its recent run, this article will walk through what the current share price could mean for you. The stock last closed at US$22.56, with reported returns of 1.4% over 7 days, 6.2% over 30 days, 8.4% year to date, 32.7% over 1 year and 38.1% over 3 years. These figures naturally raise questions about how much of the story is already reflected in the price. Recent headlines around Levi Strauss have focused on the company as...

Builders FirstSource (BLDR) shares are in focus after the company reported a weak fourth quarter and full year, with lower sales, sharply reduced net income, and a cautious 2026 net sales outlook. See our latest analysis for Builders FirstSource. At a share price of US$104.56, Builders FirstSource has seen momentum cool recently. The 7 day share price return is 6.16% and the 30 day share price return is 10.85%, while its 1 year total shareholder return of 24.86% contrasts with a 5 year total...