U.S. REITS Stock News

Brown & Brown (NYSE:BRO) has completed its largest acquisition to date with the purchase of Accession, adding a sizeable team and new revenue streams. The company is in the middle of integrating Accession while responding in court to a U.S. broker start up that has hired away some of its employees and clients. Together, the acquisition and legal action point to a period of material change for Brown & Brown beyond routine quarterly updates. Brown & Brown operates as an insurance brokerage...

Robert Half (RHI) Q1 2026 earnings snapshot Robert Half (RHI) opened 2026 with Q1 revenue of US$1.3 billion and basic EPS of US$0.14, setting the tone for how the year may shape up after a period of shifting profitability. Over recent quarters, revenue has moved in a relatively tight band between US$1.30 billion and US$1.38 billion, while quarterly EPS has ranged from about US$0.17 to US$0.53. Investors are watching how much of that top line turns into earnings as conditions evolve. With...

Arrow Electronics recently reported a strong Q4 performance, with revenue rising more than 20% year on year and financial results surpassing analyst expectations for both sales and profitability. Despite earlier multi‑year declines in sales and earnings per share and signs of pressure on returns, the strength of this quarter and upbeat guidance highlight how quickly sentiment around Arrow’s competitive and profit outlook can shift. Next, we will examine how Arrow’s stronger‑than‑expected Q4...

ECB Bancorp (ECBK) has just wrapped up Q1 2026 with trailing twelve month revenue of US$31.7 million and basic EPS of US$0.96, alongside full year 2025 net income of US$7.8 million. Over the past year, the company has seen revenue move from US$26.0 million to US$31.7 million, while basic EPS shifted from US$0.48 to US$0.96 on a trailing basis, paired with a reported 94.7% earnings increase year over year. For investors, the key story now is how this earnings surge lines up with a higher net...

Energy Transfer triggered by recent performance Energy Transfer (ET) is back on many watchlists after a mixed stretch, with a small 1 day decline and a flat month, along with a 6% gain in the past 3 months. See our latest analysis for Energy Transfer. The recent 15.01% year-to-date share price return and solid 1-year total shareholder return of 18.03% suggest momentum has been building around Energy Transfer, while multi-year total shareholder returns above 80% reflect how income and price...

Hamilton Lane (NasdaqGS:HLNE) has launched a new Credit Income Fund targeting private credit exposure for a broader investor base. The firm has converted its Private Infrastructure Fund to an interval fund structure, with access now also available in tokenized form through Republic's digital platform. These changes expand access to private credit and infrastructure for private wealth and other non institutional investors. Hamilton Lane, trading at $94.84, is reshaping how investors can...

How WisdomTree’s recent performance frames today’s investment debate WisdomTree (WT) has drawn fresh investor attention after a strong year to date, with the stock showing a positive return and trailing twelve month performance that contrasts with pressure in the past week. For context, the shares are up about 31% year to date and roughly 90% over the past year, while the past week and past month have been mixed, with a 6% decline over seven days and a gain over the month. See our latest...

Oracle has reportedly canceled a major contract with Super Micro Computer, linked to an export-control indictment involving the company’s co founder. The loss of this contract is estimated to affect revenue by about $1.1b to $1.4b, with additional pressure from regulatory scrutiny and legal challenges. Relationships with key customers such as xAI also appear to be under strain, adding to concerns about future business activity. For investors tracking Super Micro Computer (NasdaqGS:SMCI),...

Why Rocket Lab’s latest launch and tech updates matter for investors Rocket Lab (RKLB) has just combined two clear storylines, a second dedicated launch for Japan’s space agency and the rollout of a new High Performance Star Tracker aimed at long duration missions. Together, these moves highlight how the company is positioning its launch and space systems businesses around government relationships and in house components, factors that can influence how you think about the stock’s risk and...

If you are wondering whether Lumentum Holdings is fairly priced after its huge run, this piece breaks down what the current share price might be implying about value. Over the short term the stock has been mixed, with a 1.4% decline over the last 7 days, a 13.4% gain over the last month, and a 128.3% return year to date. Looking further back, returns over 1, 3 and 5 years are very large. This often reflects big shifts in expectations about a company and its risks. That backdrop makes the...

MercadoLibre (MELI) is back in focus after a mix of broker downgrades, record revenue growth data and sizable institutional selling highlighted the tension between its heavy investment plans and current profitability. See our latest analysis for MercadoLibre. MercadoLibre’s share price has been volatile, with an 11.94% 1 month share price return contrasted by a 14.13% 3 month decline and a 17.55% drop in 1 year total shareholder return. This reflects tension between heavy investment, margin...

nLIGHT (LASR) has drawn fresh attention after a sharp share price surge alongside recent quarterly results, even as muted revenue growth, cash burn, and declining returns on capital raise questions about how durable this momentum might be. See our latest analysis for nLIGHT. At a share price of US$75.79, nLIGHT has delivered very strong recent momentum, with a 90 day share price return of 72.52%, year to date share price return of 97.52%, and a 1 year total shareholder return that is many...

Investors may be wondering whether Intuitive Surgical, at around US$482 per share, still offers good value or if most of the opportunity is already priced in. The stock has recently moved 2.8% over the last week and 2.6% over the last month, while year to date it is down 14.2% and the 1 year return sits at a 6.3% decline, compared with a 60.1% return over 3 years and 67.2% over 5 years. Recent coverage has focused on how Intuitive Surgical fits into longer term themes in medical technology...

Visa (NYSE:V) is facing a new antitrust lawsuit that challenges its legal immunity from card fee claims linked to a 2019 settlement. The lawsuit targets Visa’s protection from ongoing interchange fee litigation that has involved merchants and regulators. Separately, Visa has expanded its blockchain activity by launching a validator node on the Tempo network, supporting on chain payments and stablecoin settlement. At a share price of $309.42, Visa is one of the largest global card networks...

HubSpot (HUBS) has pushed further into AI with its Spring 2026 Spotlight, rolling out HubSpot AEO, an expanded Prospecting Agent, Smart Deal Progression, and an updated Customer Agent as investors watch the stock’s recent pullback. See our latest analysis for HubSpot. Despite the fresh AI product launches and upcoming first quarter 2026 results, HubSpot’s share price return has been weak over longer periods. The 30 day share price return shows a 6.2% decline and the 1 year total shareholder...

If you are wondering whether Knight-Swift Transportation Holdings is still attractively priced after a strong run, the starting point is understanding how its current share price lines up against different measures of value. The stock recently closed at US$65.20, with returns of 1.2% over 7 days, 15.7% over 30 days, 24.8% year to date, 70.0% over 1 year, 20.3% over 3 years and 46.3% over 5 years. These returns can change how the market views both its potential and its risks. Recent coverage...

Gaming and Leisure Properties (GLPI) opened 2026 with Q1 revenue of US$420 million and basic EPS of US$0.82, while trailing twelve month EPS reached US$3.17 and net income came in at US$891 million with a 55% net margin. Over the past year, revenue has moved from US$1.55 billion to US$1.62 billion and trailing basic EPS has gone from US$2.83 to US$3.17, alongside earnings growth of 15% and an increase in net margin from 50% to 55%. Together with trailing funds from operations of about US$1.11...

Cabot stock performance snapshot Cabot (CBT) has drawn investor attention after posting annual revenue of US$3.6b and net income of US$306.0m, alongside mixed total return figures that range from a slight 1 year decline to multi year gains. See our latest analysis for Cabot. The share price has gathered some positive momentum recently, with a 7 day share price return of 3.25% and a year to date share price return of 14.62%. This comes even though the 1 year total shareholder return is...

Dickies and Harley-Davidson announced in April 2026 that they reunited for a second limited-edition “Built to Outlast” apparel collection, now available on both brands’ online stores and select Harley-Davidson dealerships. The renewed capsule extends Harley-Davidson’s reach beyond motorcycles into lifestyle workwear, reinforcing the brand’s cultural relevance with younger and apparel-focused consumers. Next, we’ll examine how this renewed Dickies collaboration, and its focus on lifestyle...

TE Connectivity (TEL) is back in focus after reporting fiscal Q2 results tied to record orders, raised guidance and higher capital spending, alongside a larger dividend and a growing AI focused backlog. See our latest analysis for TE Connectivity. Despite strong Q2 figures and higher guidance, TE Connectivity's share price has been volatile, with a 12.8% 7 day share price decline and a 7.9% year to date share price decline, set against a 50.8% 1 year total shareholder return. This suggests...

Packaging Corporation of America (NYSE:PKG) reported strong first quarter operational performance, with record corrugated shipments in its legacy operations despite cost and weather headwinds. The company highlighted progress integrating Greif’s containerboard business, including efficiency gains across the Packaging segment. PCA outlined substantial annual synergy targets from the Greif integration and is implementing significant price increases in its packaging business. Packaging...

Rapport Therapeutics recently reported Phase 2a follow-up data for its investigational epilepsy drug RAP-219 in drug-resistant focal onset seizures, showing sustained reductions in both long episodes and clinical seizures over a 16-week period with generally favorable tolerability. An intriguing aspect of the update is RAP-219’s longer-than-previously-estimated 22-day half-life, which appears to maintain therapeutic receptor occupancy and seizure control well beyond the initial 8-week dosing...

Executive change in APAC puts regional growth focus in the spotlight nCino (NCNO) has appointed Nick Edwards as Managing Director for Asia Pacific, a move that points to a sharper regional focus and gives investors a fresh angle to reassess the stock’s growth ambitions. See our latest analysis for nCino. The latest executive appointment comes against a mixed backdrop, with a 22.10% 1 month share price return alongside a 27.24% 3 month share price decline and a 23.26% 1 year total shareholder...

Earlier this week, TJ Biopharma announced a definitive agreement under which Biogen will acquire its exclusive Greater China rights to felzartamab for up to US$850 million, giving Biogen worldwide control of the Phase 3 anti-CD38 antibody and responsibility for future development, manufacturing, and commercialization in the region. This deal consolidates felzartamab under one owner across multiple immune-mediated diseases and multiple myeloma in China, tightening the link between Biogen’s...