U.S. REITS Stock News

Tanger Inc. recently reported strong second quarter 2025 results, with revenue rising to US$140.69 million and net income reaching US$30.09 million, both higher than a year earlier, along with an increase in earnings guidance for the year. A key takeaway is that the company’s efforts to boost occupancy and optimize marketing contributed to a higher same center net operating income and reflect management’s confidence in future performance through a dividend announcement. We’ll explore how the...

KORE Group Holdings Inc. recently announced a partnership with TD SYNNEX, making KORE’s OmniSIM US connectivity plans available through TD SYNNEX’s vast distribution network to streamline access and deployment of IoT solutions for businesses. This alliance enables TD SYNNEX channel partners to quickly procure flexible, carrier-grade IoT connectivity and specialized hardware, supporting easier adoption of scalable end-to-end solutions across multiple industries. We’ll explore how TD SYNNEX’s...

ASGN Incorporated recently reported second quarter 2025 results, with revenue reaching US$1,020.6 million and net income of US$29.3 million, alongside issuing new guidance for the third quarter that projects revenue between US$992 million and US$1,012 million and earnings per diluted share of US$0.82 to US$0.90. An interesting detail is that even while ASGN continued its share repurchase program during this period, revenue growth guidance for the coming quarter remains below industry...

Host Hotels & Resorts recently raised its full-year 2025 earnings guidance, projecting GAAP revenue of US$6.05 billion to US$6.11 billion, and net income of US$601 million to US$631 million, following second quarter results that showed growth in both sales and revenue year-over-year. This updated guidance follows the completion of a substantial share buyback program and a period in which the company flagged that business transient revenue would remain flat due to an uncertain macroeconomic...

IDACORP recently reported its second quarter 2025 earnings, highlighting US$450.88 million in revenue and a rise in net income to US$95.78 million, prompting an increase in full-year earnings guidance to the range of US$5.70 to US$5.85 per diluted share. An important driver behind these financial results is the company’s new customer growth, fueled by major infrastructure investments from large-scale projects such as Micron’s plant, expanding data centers, and Tesla charging stations. We'll...

Steven Madden released its second quarter 2025 results, reporting sales of US$556.09 million, an increase from the prior year, but also posting a net loss of US$39.48 million versus last year’s net income, alongside a board-approved quarterly dividend of US$0.21 per share. While the company achieved higher revenues, profitability was significantly affected, resulting in a rare quarterly loss and underscoring cost and margin pressures despite ongoing shareholder returns. We’ll examine how the...

Stifel Financial recently announced its second quarter 2025 results, reporting revenue of US$1.49 billion and net income of US$155.06 million, alongside the repurchase of 970,000 shares for US$83.04 million during the period. While revenue increased compared to the previous year, net income and earnings per share both declined even as the firm continued executing its long-running share buyback program. We’ll now explore how Stifel’s earnings growth and ongoing share repurchases impact the...

In late July 2025, Maximus announced it had secured a new US$77 million contract from the United States Air Force Life Cycle Management Center's Cryptologic and Cyber Systems Division to provide cybersecurity, cloud-based services, and engineering support, with performance spread across a potential five-and-a-half-year term. This award highlights Maximus’s expanding position as a federal technology supplier as the Department of Defense seeks robust and adaptable cybersecurity solutions...

Exponent, Inc. recently reported its second quarter 2025 results, showing slightly higher revenues amid increased demand in dispute-related activities across construction, automotive, and medical device sectors, while also reaffirming its full-year guidance for modest revenue growth. An interesting development is the company’s focus on emerging opportunities in wildfire mitigation, advanced energy systems, and AI integration, supported by ongoing talent recruitment and continued shareholder...

In late July 2025, ADT Inc. completed a large follow-on equity offering of 71,000,000 shares, raising US$590.01 million, reported second-quarter earnings with higher revenue and net income, provided updated full-year guidance, affirmed its dividend, and concluded a significant share buyback program. These events underline a period of active capital management, as ADT both returned capital to shareholders and raised new equity, while announcing improved financial performance and future...

In recent days, Science Applications International Corp. secured a US$202 million multi-year contract to deliver modernized training solutions for the U.S. Navy, announced a partnership with Google Public Sector to deploy AI at the edge, and launched eligibilityNOW, an AI-powered government claims platform. These initiatives highlight the company's integration of advanced technologies into defense and civilian sectors, underscoring its expanding influence in mission-critical government...

Itron, Inc. recently announced its second quarter 2025 earnings, reporting US$606.76 million in revenue and a rise in net income to US$68.34 million, while also updating its full-year revenue guidance to a range of US$2.35 billion to US$2.4 billion. Despite reducing its revenue outlook amid deployment delays and regulatory challenges, Itron raised its earnings guidance, highlighting ongoing operational efficiencies and a shift to higher-margin solutions. We'll explore how Itron's improved...

On July 31, 2025, Western Alliance Bancorporation's Board declared quarterly cash dividends for both its common stock (US$0.38 per share, payable August 29) and for its 4.250% Series A preferred shares (US$106.25 per share, payable September 30). This dual dividend announcement signals the company's continued focus on distributing capital to shareholders and maintaining stable financial commitments across both equity classes. We'll examine how Western Alliance's commitment to regular...

Compañía de Minas Buenaventura S.A.A. announced the full redemption of its 5.500% Senior Notes due 2026 and reported second-quarter 2025 results with revenue of US$369.48 million and net income of US$91.3 million, both higher than the previous year. The company’s strong operational performance not only resulted in improved financial outcomes but also reflected enhanced financial flexibility following the recent debt redemption. We’ll now examine how this combination of robust earnings and...

In late July 2025, Gen Digital introduced AI-powered deepfake protection in its Norton Genie AI Assistant for Norton 360 mobile apps, offering early access in select countries to help users detect and respond to manipulated audio and video content on platforms such as YouTube. This product launch marks an expansion of Gen Digital's cybersecurity capabilities to address the fast-evolving threat landscape posed by generative AI scams and deepfakes, responding to heightened consumer and...

Surgery Partners recently announced it would release its Q2 2025 earnings on August 5, and analysts have revised their revenue and earnings estimates downward ahead of the report. Despite tempered growth expectations, the company continues to earn an 'Outperform' consensus from brokers, indicating analyst confidence in its operational and industry positioning. With analyst estimates lowered just before earnings, we'll examine how shifting market expectations could impact Surgery Partners'...

In the past week, investor concerns about rising losses at PureCycle Technologies have triggered a re-evaluation of the company's financial outlook. Despite recent financial pressures, some shareholders continue to focus on the company's revenue growth potential as a possible early sign of future profitability. We will explore how mounting losses shape PureCycle Technologies’ investment narrative and what this could mean for ongoing revenue growth expectations. This technology could replace...

Avery Dennison reported second quarter results with net income rising to US$189 million on sales of US$2.22 billion, announced a 7% dividend increase, and completed a significant share repurchase tranche. This performance was driven by strong growth and returns in food and logistics intelligent labels, which helped offset softness in apparel and general retail categories during a period of broader trade policy uncertainty. We will explore how the successful execution in intelligent labels...

On August 1, 2025, Nexstar Media Group's Board declared a quarterly cash dividend of US$1.86 per share, payable August 29, 2025, to shareholders of record as of August 15, 2025. This consistent dividend affirmation indicates management's ongoing confidence in Nexstar's ability to deliver shareholder returns despite shifting industry conditions. We'll examine how Nexstar's new dividend declaration could influence investor sentiment and fit into its broader investment narrative. The end of...

On July 22, 2025, Paylocity announced Paylocity for Finance, expanding its workforce platform to unify finance and HR, integrating the Airbase spend management solution and introducing AI-powered modules for headcount planning, expense management, and accounts payable automation. This move positions Paylocity to address the growing trend of converging HR and finance operations, leveraging its employee record platform to facilitate seamless data, workflows, and organizational...

Insperity recently reported weaker second quarter 2025 results due to elevated benefits and pharmacy costs, with sales reaching US$1.66 billion and a net loss of US$5 million compared to a profit the previous year. Alongside cautious earnings guidance, Insperity unveiled new HR product offerings and strengthened its partnership with Workday to broaden its reach in HR solutions for small and medium-sized businesses. We'll examine how Insperity's focus on pricing adjustments and new HR...

Clean Harbors reported its second quarter 2025 results, showing a year-over-year decline in net income to US$126.91 million and diluted earnings per share to US$2.36, despite steady revenues of US$1.55 billion. During the same announcement, management highlighted the company's strengthened balance sheet and an active pursuit of both bolt-on and larger merger and acquisition opportunities to support growth. We’ll explore how Clean Harbors’ focus on potential acquisitions amid softer earnings...

Assurant is set to report its second quarter results tomorrow, with analysts predicting 6.5% year-on-year revenue growth and adjusted earnings of US$4.45 per share. The company has regularly exceeded Wall Street revenue forecasts over the last two years, highlighting its pattern of outperformance against consensus expectations. We'll assess how the expectation of continued earnings outperformance may influence Assurant's evolving investment narrative and market positioning. AI is about to...

Hubbell Incorporated recently reported second quarter earnings, raised its full-year earnings outlook, and reaffirmed its quarterly dividend, while indicating an ongoing focus on acquisitions and capital allocation. A unique facet is the company's commitment to further acquisitions even as it strengthens its position through share buybacks and a renewed sales and earnings outlook, highlighting a balanced approach to growth and profitability. We'll explore how the raised full-year guidance...