U.S. REITS Stock News

Green Brick Partners, Inc. reported fourth-quarter 2025 revenue of US$552.61 million and net income of US$78.37 million, with full-year revenue of about US$2.10 billion and net income of US$313.23 million, while its board authorized a new US$150 million share repurchase program and continued quarterly dividends on its Series A preferred stock. Despite year-on-year declines in quarterly and full-year earnings per share, Green Brick posted record fourth-quarter home deliveries and net orders,...

Tarsus Pharmaceuticals (TARS) recently reported full year 2025 results, with revenue of US$451.36 million and a net loss of US$66.42 million, and also filed a US$141.73 million shelf registration. See our latest analysis for Tarsus Pharmaceuticals. The latest earnings improvement and governance changes appear to sit behind a strong share price recovery, with a 30 day share price return of 17.01% and a one year total shareholder return of 76.78%. This is despite the year to date share price...

In February 2026, Copart, Inc. reported that its second-quarter revenue slipped to US$1,121.67 million from US$1,163.32 million a year earlier, with net income easing to US$350.73 million and diluted earnings per share from continuing operations at US$0.36 versus US$0.40. An interesting contrast is that while quarterly revenue and profit dipped year over year, Copart’s net income for the first half of the fiscal year edged up slightly to US$754.45 million, with earnings per share essentially...

QuidelOrtho (QDEL) has drawn fresh investor attention after announcing a long-term supply agreement with Lifotronic Technology, giving the diagnostics company access to additional immunoassay analyzers and more than 70 assays across select markets outside the United States. See our latest analysis for QuidelOrtho. That supply agreement arrives at a time when QuidelOrtho’s share price has seen a 7.31% 7 day gain to US$22.74, but its year to date share price return of 20.99% and 1 year total...

Earnings and leadership changes draw focus to Erie Indemnity (ERIE) Erie Indemnity (ERIE) has moved into the spotlight after releasing its full year 2025 results, showing revenue of US$4,067.26 million alongside lower net income and earnings per share compared with the prior year. See our latest analysis for Erie Indemnity. Investors have been weighing the full year 2025 results and the planned CEO transition against recent market performance, with the share price at US$269.44 and a 1 year...

Aehr Test Systems recently announced a US$14,000,000 order from its lead AI processor customer for multiple fully automated FOX-XP wafer-level test and burn-in systems, WaferPak contactors, and Auto Aligners to support data center AI applications, with shipments expected within six months. This deal expands the customer’s automated wafer-level burn-in capacity and underscores Aehr’s role in providing reliability-focused test equipment for high-power AI processors. We’ll now examine how this...

In late February 2026, Sally Beauty Holdings faced renewed investor scrutiny as hotter-than-expected US wholesale inflation data raised concerns that rising input costs could pressure consumer spending on discretionary beauty products and weigh on specialty retailers like the company. At the same time, Sally Beauty’s decision to deepen its Rooted in Success HBCU campus tour underscores a push to build brand loyalty and community ties among younger, diverse consumers even as its mature store...

The RealReal, Inc. recently reported past fourth-quarter and 2025 results showing revenue rising to US$194.05 million for the quarter and US$692.85 million for the year, with its annual net loss narrowing to US$41.8 million as the company achieved positive adjusted EBITDA in every quarter. Alongside this profitability progress, The RealReal filed a US$77.88 million shelf registration tied to its ESOP and reopened its reimagined San Francisco flagship, underscoring how AI-enabled efficiency...

In recent days, Dave Inc. confirmed it would report its fourth-quarter and full-year 2025 results on March 2, 2026, alongside appearances at the Citizens Technology Conference and Wolfe FinTech Forum for fireside chats and one-on-one investor meetings. Analysts’ expectations for strong revenue growth and earnings performance, reinforced by Dave’s history of outperforming forecasts, have made this earnings release a focal point for investors assessing the business. We’ll now examine how...

Why Terreno Realty is on investors’ radar today Terreno Realty (TRNO) is drawing fresh attention after recent price moves, with the stock last closing at US$66.06 and showing mixed returns over the past month and past 3 months. See our latest analysis for Terreno Realty. Terreno Realty’s recent move to US$66.06 comes alongside a 7.34% 1 month share price return and an 11.93% year to date share price return. Its 5 year total shareholder return of 36.75% points to steadier long term...

Nucor Corporation’s board recently declared a regular quarterly cash dividend of US$0.56 per share, its 212th consecutive payout, and authorized a new US$4.00 billion share repurchase program after completing the prior US$3.69 billion buyback. The company also reshaped its senior leadership team by appointing John L. “Jack” Sullivan as Chief Financial Officer, Treasurer and Executive Vice President, following Steve Laxton’s earlier move to President and Chief Operating Officer. We’ll now...

Dynex Capital, Inc. recently appointed Michael Sartori, formerly Head of Capital Markets and Financial Planning and Analysis, as Chief Financial Officer, succeeding Robert Colligan, who will remain in an advisory role until May 1, 2026, with the company stating the transition is unrelated to financial reporting or control issues. Sartori’s long tenure at Dynex and deep experience in capital markets, derivatives accounting, and financial modeling positions him to influence how the mortgage...

Coca-Cola Consolidated, Inc. reported its fourth-quarter and full-year 2025 results on February 18, 2026, with quarterly sales rising to US$1,904.24 million from US$1,746.5 million a year earlier, while quarterly net income eased to US$137.25 million from US$178.95 million. For 2025, the company delivered record revenue, gross profit and operating income, even as full-year net income came in at US$570.58 million versus US$633.13 million in 2024, and management outlined plans to invest...

In late February 2026, Xcel Energy filed a US$625.36 million shelf registration for 7,484,917 common shares under its dividend reinvestment plan and completed an US$800 million fixed-to-floating subordinated note offering due December 2056, while also approving a quarterly dividend increase to US$0.5925 per share. Xcel Energy also announced a major agreement to supply a new Google data center in Minnesota with power backed by 1,900 megawatts of new clean energy resources, including what it...

CG Oncology (CGON) has drawn fresh attention after updating timelines for topline data from key Phase 2 and Phase 3 bladder cancer trials, while also highlighting a cash runway that management expects will extend into 2029. See our latest analysis for CG Oncology. The recent update on expedited trial timelines and a cash runway into 2029 comes after a strong run in the shares, with the latest close at $58.8, a 90 day share price return of 42.13% and a 1 year total shareholder return of...

Tidewater (TDW) is back in focus as the company heads into its Q4 2025 earnings release, scheduled for after the market closes on March 2, 2026, alongside ongoing M&A discussions in offshore services. See our latest analysis for Tidewater. The upcoming Q4 report and recent M&A discussions arrive after a strong run, with a 30 day share price return of 27.09%, a 90 day share price return of 45.35%, and a 1 year total shareholder return of 95.38%. This suggests momentum has been building ahead...

Occidental Petroleum (OXY) is back in focus after reporting fourth quarter and full year 2025 earnings, pairing those results with an 8% dividend increase along with rising institutional and insider interest. See our latest analysis for Occidental Petroleum. Occidental Petroleum’s recent earnings update, dividend increase and new tender offers for several long dated notes have come alongside strong price momentum. A 30 day share price return of 16.94% and a 90 day gain of 26.44% have pushed...

RBC Bearings recently reported third-quarter fiscal 2025 results that beat earnings and revenue expectations, alongside a 31% quarter-over-quarter increase in backlog, and has since outlined plans to present at investor conferences in Orlando and London in March 2026, with materials to be made available online. The combination of stronger-than-expected operating performance and a growing backlog across industrial, defense, and aerospace end markets highlights how demand visibility is...

Without a specific news headline driving attention, Belden (BDC) is drawing interest as investors look at its recent share performance, business profile, and current financial footprint in data infrastructure and industrial connectivity. See our latest analysis for Belden. Belden’s share price has pulled back 2.7% over the last day but still sits at US$143.30 after a strong 30 day share price return of 21.95% and a 1 year total shareholder return of 30.46%, which points to momentum that has...

Metropolitan Bank Holding Corp. recently completed a follow-on public offering of 2,100,000 common shares at US$85.00 each, raising about US$178.5 million to bolster capital and fund organic growth, technology investment, and general corporate purposes. The move meaningfully expands the bank’s equity base while supporting its post–Project Phoenix push into technology and AI-driven efficiency, reshaping how it finances future expansion. We’ll now examine how this sizeable equity raise, aimed...

Meritage Homes recently reported mixed fourth-quarter results, with adjusted earnings per share exceeding expectations while closing revenues declined year over year and missed forecasts amid ongoing affordability pressures and elevated mortgage rates. The company also announced a 12% year-over-year increase in its quarterly dividend to US$0.48 per share and confirmed a board reshuffle, as director Dennis V. Arriola plans to step down, prompting a reduction in board size from 12 to 11...

Kodiak Gas Services (KGS) drew fresh attention after reporting record 2025 results, including higher revenue, margins and free cash flow, and announcing the acquisition of Distributed Power Solutions along with a higher dividend. See our latest analysis for Kodiak Gas Services. The strong 2025 update, higher dividend and Distributed Power Solutions acquisition come on top of a sharp re-rating, with a 30 day share price return of 29.9% and year to date share price return of 45%, while the 1...

Liberty Live Holdings, Inc. has reported its full-year 2025 results, with sales and revenue of US$381.95 million, up from US$340.49 million in 2024, and a net loss of US$86.97 million compared with US$112.76 million a year earlier. The company also reduced its basic and diluted loss per share from continuing operations to US$0.95 from US$1.23, highlighting incremental progress in narrowing losses. Against this backdrop of higher revenue and a smaller net loss, we will explore how Liberty...

Chord Energy Corporation recently reported fourth-quarter and full-year 2025 results showing revenue of US$1,169.44 million and US$4.88 billion respectively, with full-year net income dropping to US$44.46 million and earnings per share falling sharply year on year despite strong production levels. Management highlighted that 2025 oil output exceeded guidance while capital spending came in below plan, driving a very large improvement in free cash flow and supporting continued dividends, share...