U.S. REITS Stock News

Amer Sports (AS) has just closed a US$750 million follow on equity offering, issuing 20,604,396 ordinary shares at US$36.40 each. This move directly affects its capital structure and future financial flexibility. See our latest analysis for Amer Sports. Following the offering, Amer Sports’ recent trading has cooled, with a 7 day share price return of 6.42% and a 1 day move of 0.24% lower. However, the 1 year total shareholder return of 27.19% suggests longer term momentum has still been...

Dillard's (DDS) recently introduced the Amanda Jones Vaughan x Antonio Melani capsule collection, an exclusive line available in stores and online, and investors are watching how this type of collaboration contributes to customer engagement. See our latest analysis for Dillard's. That collection launch comes shortly after Dillard's reported fourth quarter and full year results, a dividend declaration of US$0.30 per share, and the completion of a sizeable buyback program. The share price at...

With no single headline event driving the move today, Rithm Capital (RITM) is drawing attention as investors reassess this US real estate focused asset manager in light of recent share price and fundamental data points. See our latest analysis for Rithm Capital. The recent 0.4% one-day share price gain to US$10.09 comes after a softer patch, with a 30-day share price return showing a 7.8% decline and a 90-day share price return showing a 10.9% decline, while the 3-year total shareholder...

GE Vernova (GEV) is back in focus after announcing plans to double its 2026 dividend and expand its share repurchase authorization, alongside strong electrification demand tied to AI driven data center orders and backlog. See our latest analysis for GE Vernova. Those dividend and buyback plans arrive after a sharp run up, with GE Vernova posting a 30 day share price return of 21.31% and a very large 1 year total shareholder return of 179.53%. This suggests momentum has been building as...

Patterson-UTI Energy recently reported fourth-quarter 2025 results that exceeded earnings and revenue expectations, while also signalling lower full-year capital expenditures of under US$500 million, net of asset sales, and anticipating U.S. rig counts in the low to mid-90s. In February 2026, the company reinforced its commitment to shareholder returns by lifting its quarterly dividend by 25% to US$0.10 per share, payable on March 16 to investors of record as of March 2, underscoring...

California Resources (CRC) has wrapped up FY 2025 with Q4 revenue of US$924 million and basic EPS of US$0.14, alongside trailing twelve month revenue of US$3.7 billion and EPS of US$4.17 that frame the year’s earnings picture. Over the past few quarters, the company has seen revenue move from US$900 million and EPS of US$0.36 in Q4 2024 to US$906 million and EPS of US$1.27 in Q1 2025, then US$821 million and EPS of US$1.93 in Q2 2025, and US$878 million with EPS of US$0.76 in Q3 2025. This...

In recent weeks, Upstart Holdings has faced a Pomerantz LLP investigation into potential securities law violations following its disclosure that Model 22 underwriting issues contributed to missing third‑quarter expectations, while also announcing a new Cash Line revolving credit product and a planned presentation at Morgan Stanley’s 2026 Technology, Media & Telecom Conference. This combination of legal scrutiny over past disclosures and operational performance, alongside a push into...

In recent months, Agree Realty increased its forward equity capacity to about US$1.30 billion, lifting total liquidity to above US$2.50 billion through forward sale agreements and available credit facilities while avoiding material debt maturities until 2028. This reinforced and hedged balance sheet positions the REIT to continue funding its retail net lease investment pipeline and support adjusted funds from operations and dividend growth without near-term refinancing pressure. Next, we’ll...

If you are wondering whether Stewart Information Services is priced attractively or already baking in a lot of optimism, you are asking the right question before making any long term decisions. The stock last closed at US$69.95, with returns of 5.4% over 7 days, 3.7% over 30 days, around flat at 0.1% decline year to date, 2.4% over 1 year, 92.3% over 3 years and 64.6% over 5 years. Recent coverage around Stewart Information Services has focused on providing evergreen context for the stock,...

If you are wondering whether Avient shares are offering fair value at around US$40.88, starting with a clear look at what the current price actually reflects can be helpful. Over the short term the stock has had mixed moves, with a 2.9% decline over the last 7 days, a 13.1% return over 30 days, and returns of 28.9% year to date and 2.2% over 1 year, while the 3 year and 5 year returns sit at 3.3% and a 2.9% decline respectively. These swings sit against a backdrop of ongoing company updates...

Global Industrial (GIC) has drawn fresh attention after reporting higher fourth quarter and full year 2025 sales and net income versus 2024, along with a 7.7% increase in its quarterly cash dividend to $0.28 per share. See our latest analysis for Global Industrial. Investors appear to be responding to Global Industrial’s recent earnings and dividend update, with a 1 day share price return of 2.15% and a 90 day share price return of 18.46%, while the 1 year total shareholder return of 50.40%...

Charles Schwab (NYSE:SCHW) has completed its acquisition of Forge Global Holdings. The deal brings private market investing tools and access to pre-IPO companies onto Schwab’s existing platform. Schwab plans to integrate Forge’s products for both retail clients and Registered Investment Advisors. Charles Schwab, trading at $95.49, is adding a new piece to its business by combining its public market presence with Forge’s private market capabilities. The stock is up 3.0% over the past week...

If you are looking at Harley-Davidson and wondering whether the current share price reflects its true worth, this article will walk through what the numbers actually say about value. The stock recently closed at US$17.77, with returns of an 8.3% decline over 7 days, a 10.3% decline over 30 days, a 13.9% decline year to date and a 26.4% decline over 1 year, while the 3 year and 5 year returns sit at a 58.4% decline and a 46.5% decline respectively. These moves sit against a backdrop of...

Chevron (CVX) is back in focus after fresh military actions in the Middle East lifted oil prices and pushed energy stocks higher, even as the company temporarily shut its Leviathan offshore gas field on Israeli government orders. See our latest analysis for Chevron. Chevron’s share price has been strong for some time, with a 7.18% 1 month share price return, 26.19% 3 month share price return and 21.62% year to date share price return feeding into a 29.42% 1 year total shareholder return and...

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy, creating one of the largest independent U.S. shale producers. The combined company will have diversified assets across major basins, including new exposure to the Marcellus shale. Management is targeting US$1b in annual synergies and plans to lift shareholder returns through higher dividends and a new buyback program. For you as an investor, this deal puts NYSE:DVN at the center of a bigger, more diversified oil...

If you are wondering whether HubSpot shares are starting to look interesting at current levels, this article will walk through what the recent price and fundamentals might be telling you about value. The stock closed at US$263.60, with a 21.3% return over the last 7 days, while the 1 year return sits at a 62.7% decline. This may have some investors asking whether the recent rebound changes the risk and reward balance. Recent attention on HubSpot has focused on its position in marketing and...

ASML Holding (NasdaqGS:ASML) has introduced a new lithography process that allows chipmakers to produce 50% more chips per hour. The development is aimed at increasing throughput for manufacturers that supply AI focused semiconductors. The news highlights ASML's role in improving efficiency and potentially lowering costs across the global chip supply chain. ASML Holding, trading at $1,423.54, operates at the center of the high end semiconductor equipment market. This new process underscores...

On 3 March 2026, Entegris CEO David W. Reeder spoke at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, outlining the company’s positioning as a pure-play semiconductor materials provider amid an industry recovery. Reeder’s emphasis on updated guidance and local-for-local manufacturing expansion in Taiwan and Colorado highlighted how Entegris is working to reduce geopolitical exposure and reinforce supply chain resilience for global chipmakers. We’ll now examine...

If you are wondering whether Nu Holdings' share price still makes sense after its run in recent years, the key question is how that price lines up with the value of the business today. The stock last closed at US$15.19, with returns of 45.1% over the past year and a 206.9% gain over three years, even though the past month has seen a 14.4% decline and a 6.2% drop over the last week. Recent coverage has focused on Nu's position as a large digital banking player in Latin America and its rapid...

In February 2026, SolarEdge Technologies reported fourth-quarter 2025 results showing higher sales of US$335.36 million and a reduced net loss of US$132.12 million, and issued first-quarter 2026 revenue guidance of US$290 million to US$320 million excluding significant one-off or pulled-forward sales. Despite still posting annual losses of US$405.45 million in 2025, the company’s sharply lower loss versus the prior year and cleaner inventories point to a business that is beginning to...

In February 2026, Path Robotics announced a memorandum of understanding with Huntington Ingalls Industries to explore integrating physical AI-driven autonomous welding into HII’s shipbuilding operations, aiming to boost throughput, support the maritime industrial base, and augment the welding workforce across complex naval fabrication tasks. This collaboration highlights how advanced robotics and AI could help HII address shipyard labor constraints and production complexity, potentially...

Recent share performance and business profile Kemper (KMPR) has drawn investor attention after a mixed run in its share price, with gains over the past week but weaker performance over the past month and past 3 months. The Chicago based insurer operates through two segments: Specialty Property & Casualty Insurance and Life Insurance. It offers auto, life, accident, supplemental health, and property policies across the United States. See our latest analysis for Kemper. At a share price of...

Stryker (SYK) is back in the spotlight after using the American Academy of Orthopaedic Surgeons 2026 meeting in New Orleans to roll out new 3D printed knee components and expanded Mako SmartRobotics offerings. See our latest analysis for Stryker. The latest product launches land after a run where the share price has a 30 day share price return of 4.7% and an 11.2% share price return year to date. The 5 year total shareholder return of 72.7% points to strong longer term compounding. If this...

Why Monarch Casino & Resort is on investors’ radar Monarch Casino & Resort (MCRI) has drawn attention after recent share price moves, with the stock showing gains over the past week, month and past 3 months that contrast with its more muted year to date performance. See our latest analysis for Monarch Casino & Resort. That recent strength in the share price, including a 1-month share price return of 5.82%, sits alongside a longer run picture where total shareholder return has been 7.47% over...