U.S. REITS Stock News

Broadstone Net Lease, Inc. recently reported fourth-quarter and full-year 2025 results alongside a board-approved quarterly dividend of US$0.2925 per share, while also adding two new build-to-suit development projects in Florida and Texas with an estimated total investment of about US$62.1 million. The combination of fresh industrial and retail development commitments and a higher dividend highlights management’s confidence in its growth pipeline and tenant relationships. Next, we’ll explore...

If you are wondering whether Navigator Holdings is still reasonably priced after its recent run, you are not alone. This article will focus on what the current share price might be telling you about its underlying value. The stock last closed at US$21.02, with returns of 4.1% over 7 days, 13.4% over 30 days, 21.2% year to date, 40.4% over 1 year, 54.8% over 3 years and 115.2% over 5 years. This naturally raises questions about how much optimism is already built into the price. Recent...

Public Storage (NYSE:PSA) is relocating its corporate headquarters from California to North Texas, alongside a leadership transition. The company has also entered a data science partnership with Welltower to support capital allocation and operational analytics. Both moves mark a shift in how Public Storage organizes its operations and uses data to run its self storage platform. For investors watching NYSE:PSA, these corporate decisions sit alongside a share price of $307.06 and a value...

If you are looking at Acadia Realty Trust and wondering whether the current share price gives you good value, this article will walk through what the numbers are actually saying. The stock last closed at US$20.92, with returns of 3.2% over 7 days, 4.5% over 30 days, 1.4% year to date, a 5.6% decline over 1 year, 62.7% over 3 years and 30.0% over 5 years. Together, these figures provide a wide mix of recent and longer term outcomes to think about. Recent moves in Acadia Realty Trust's share...

Perimeter Solutions (NYSE:PRM) is dealing with operational and safety issues at its Sauget P2S5 facility that have led to reduced production and ongoing litigation as it seeks to take control of the site. The company has recently closed a sizeable acquisition while shifting more of its portfolio toward fixed and recurring contracts to support more consistent earnings. These developments affect a key production asset and the structure of Perimeter Solutions' revenue, with potential...

In recent weeks, UGI Utilities has begun additional natural gas system upgrades in Lancaster and implemented higher purchased gas cost rates, while its proposal for a US$99.40 million annual distribution rate increase has been temporarily suspended by the Pennsylvania Public Utility Commission for further review. Together, these infrastructure investments, customer bill impacts, and regulatory oversight highlight how UGI’s earnings profile is closely tied to state-level rate decisions and...

IDACORP, Inc. recently reported its full-year 2025 results, with sales of US$1.81 billion, revenue of US$1.81 billion, and net income rising to US$323.47 million, alongside higher basic and diluted earnings per share from continuing operations compared with 2024. At the same time, the company issued 2026 earnings guidance of US$6.25 to US$6.45 per diluted share, highlighting management’s expectations while signaling limited use of additional tax credits under Idaho’s regulatory...

Regeneron Pharmaceuticals (NasdaqGS:REGN) received FDA approval for Dupixent as the first treatment for allergic fungal rhinosinusitis, a chronic nasal disease. The FDA also accepted garetosmab for Priority Review for treating fibrodysplasia ossificans progressiva, a rare and serious genetic disorder. For you as an investor, these decisions highlight where Regeneron focuses its efforts: targeted biologic therapies in areas with limited existing options. Dupixent already sits at the center...

If you are wondering whether Sirius XM Holdings is still priced fairly after everything that has happened to the stock, this article walks through what the current share price could mean for long term investors. The stock recently closed at US$21.96, with returns of 4.3% over 7 days and 7.9% over 30 days, while the 1 year return sits at a 4.5% decline and the 3 and 5 year returns are 42.3% and 55.6% declines. Those mixed returns have arrived against a backdrop of ongoing product, content and...

Sonos (SONO) has become a talking point after EXL announced a transformation initiative with Sonos and Amazon Web Services to deploy agentic AI within Sonos IT service management workflows, targeting efficiency, operational intelligence, and risk mitigation. See our latest analysis for Sonos. The latest AI initiative sits against a mixed share price backdrop, with Sonos trading at US$15.40 and showing a 7.3% 1 month share price return but a 17% 3 month share price decline. The 1 year total...

Sotera Health (SHC) shares were in focus after the company reported stronger fourth quarter and full year 2025 earnings and provided new 2026 revenue guidance, outlining expected net revenues of US$1.233b to US$1.251b. See our latest analysis for Sotera Health. The recent earnings beat, new 2026 revenue guidance and upcoming leadership change around the General Counsel role arrive after a softer patch for the stock, with a 30 day share price return of 10.32% decline and a 1 year total...

If you are wondering whether Eastern Bankshares is fairly priced at its current level, this article walks through what the numbers are saying about its valuation. The stock last closed at US$19.56, with returns of an 8.7% decline over 7 days, a 4.5% decline over 30 days, a 5.5% gain year to date, 12.7% over 1 year, 34.2% over 3 years, and 23.6% over 5 years. This mix of shorter term weakness and longer term gains has put valuation back in focus for many investors, who may be reassessing how...

If you are wondering whether Altria Group's share price still lines up with its underlying value, this article walks through the key numbers that matter before you make any big calls. Altria Group recently closed at US$69.04, with returns of 2.2% over 7 days, 11.4% over 30 days, 20.5% year to date, 32.5% over 1 year, 88.4% over 3 years and 125.9% over 5 years. These figures raise fair questions about how the current price compares to estimated fair value. Recent news coverage has focused on...

If you are wondering whether Rayonier's current share price reflects its underlying value, this article will walk through what the numbers are actually saying. At a last close of US$21.49, Rayonier's shareholders have seen a 5.2% decline over the past week and a 5.5% decline over 30 days. The stock is also lower over 1 year, 3 years, and 5 years. These recent returns have put more attention on how Rayonier is being valued and what expectations are built into the current price. With the share...

Uber Technologies (UBER) has moved beyond traditional ride hailing with two headline launches: Uber Air with Joby Aviation in Dubai and Uber Autonomous Solutions for commercializing robotaxis across multiple markets. See our latest analysis for Uber Technologies. Despite a stream of announcements around Uber Air, autonomous charging hubs, and the new Uber Autonomous Solutions platform, momentum in the share price has cooled, with a 30 day share price return of 5.78% decline and a year to date...

In late February 2026, Frontline plc reported fourth-quarter 2025 results showing revenue of US$624.51 million and net income of US$227.93 million, with earnings of US$1.02 per share from continuing operations. Alongside the earnings beat, Frontline accelerated a major fleet renewal by selling eight older VLCCs and acquiring nine scrubber-fitted eco-VLCC newbuildings, signaling a shift toward a younger, more fuel-efficient tanker portfolio. Next, we’ll examine how this fleet renewal,...

If you are wondering whether Newmark Group's share price reflects its underlying worth today, you are not alone. This article is set up to help you frame that question clearly. The stock recently closed at US$14.52, with returns of a 3.8% decline over 7 days, 18.6% decline over 30 days, 14.4% decline year to date and 0.2% decline over the past year, while the 3 year and 5 year returns sit at 89.2% and 50.1% respectively. These moves have put valuation back in focus for Newmark Group...

In February 2026, AppLovin reported its strongest quarter to date, with Q4 2025 revenue of US$1.7 billion and EPS of US$3.24, both above prior Wall Street forecasts, while guiding Q1 2026 revenue to US$1.75 billion–US$1.78 billion and continuing its pivot toward an AI-driven, high-margin adtech platform. At the same time, the company’s transformation away from gaming and toward its AXON AI engine and e‑commerce advertising is being weighed against regulatory scrutiny, including an active SEC...

Multiple securities class action lawsuits have been filed against Snowflake after recent disclosures on product efficiency gains, pricing changes, and revenue impact. Shareholders are also challenging the handling and disclosure of the unexpected retirement of CEO Frank Slootman. The cases focus on whether Snowflake provided sufficient information about how these shifts could affect its financial results and risk profile. For investors watching NYSE:SNOW, this legal pushback comes at a time...

If you are wondering whether SS&C Technologies Holdings is offering fair value at its current price, or if the market is mispricing it, this article walks through the key numbers that matter for you as a shareholder or potential investor. The stock last closed at US$75.29, with a recent 5.5% gain over 7 days sitting against a 12.2% decline year to date and a 14.4% decline over the past year. The 3 year and 5 year returns are 31.4% and 21.6% respectively. These mixed returns sit alongside an...

On 19 February 2026, Laureate Education reported fourth-quarter 2025 results showing higher sales and earnings per share than a year earlier, issued first-quarter and full-year 2026 revenue guidance, and disclosed completion of a US$218.89 million buyback under its existing program. On the same day, the company also expanded its capital return plans by increasing its share repurchase authorization to US$400 million, signaling management’s confidence in its financial capacity while it...

Galaxy Digital (NasdaqGS:GLXY) is expanding into AI and high performance computing data center infrastructure at its Helios campus. The company also plans to launch GalaxyOne in October 2025, a fintech platform that connects traditional and digital asset markets. These moves signal a broader business focus beyond Galaxy Digital's existing digital asset activities. For you as an investor looking at crypto and digital asset firms, Galaxy Digital sits at the intersection of trading, asset...

American Electric Power Company (NasdaqGS:AEP) has expanded its capital expenditure plans by up to $8b through 2030. The additional spending is aimed at meeting rising electricity demand tied to the rapid build out of AI data centers. This move positions AEP as a key utility partner for large scale computing and data infrastructure projects. For investors watching utilities, American Electric Power Company sits at the intersection of power infrastructure and AI driven demand. The stock,...

SPS Commerce recently reported quarterly results that beat earnings-per-share expectations but slightly trailed revenue forecasts, while its CEO Chadwick Collins sold about US$785,000 of stock under a pre-arranged plan and management presented at the Morgan Stanley Technology, Media & Telecom Conference. The mixed earnings outcome, analyst downgrade citing softer 2026 expectations, and insider sale together raise fresh questions about the strength and timing of SPS Commerce’s growth...