U.S. REITS Stock News

O'Reilly Automotive (NasdaqGS:ORLY) reported record Q1 2026 results with double digit sales growth and a double digit increase in earnings per share. The company delivered strong comparable store sales and continued expanding its store base while repurchasing a substantial amount of its own shares. These results extend O'Reilly's track record of 33 consecutive years of positive same store sales and underline the resilience of its professional and retail operations. O'Reilly Automotive...

Viatris recall puts product quality and investor attention in focus Viatris (VTRS) has initiated a voluntary Class II recall of a specific Xanax XR lot in the US, after the tablets failed dissolution specifications. This development is drawing attention to the company’s quality controls and potential regulatory implications. See our latest analysis for Viatris. The recall comes at a time when Viatris shares trade at $14.97, with a 30-day share price return of 10.81% and a 1-year total...

Cleveland-Cliffs (NYSE:CLF) has signaled interest in entering rare earths mining in Michigan and Minnesota. The move is linked to efforts around U.S. critical material independence and could expand the company beyond its core steel operations. The company is exploring how potential projects could fit alongside its existing footprint in the Upper Midwest. Cleveland-Cliffs, trading at $10.25, is primarily known as an integrated steel and iron ore producer, so rare earths would be a new line...

Wondering if Darden Restaurants at around US$196 per share still offers value, or if most of the upside is already priced in? This article walks through the key signals investors are watching. The stock has delivered a 0.8% return over the last year and 4.9% year to date, with a 42.9% three year and 62.6% five year return that many readers will want to put into context before making any fresh decisions. Recent coverage has focused on how Darden Restaurants is positioned in the US casual...

MARA Holdings (MARA), formerly Marathon Digital Holdings, has shifted to a broader energy and digital infrastructure profile, combining Bitcoin mining and AI compute to monetize excess power across North America, Europe, the Middle East, and Latin America. See our latest analysis for MARA Holdings. At a share price of US$10.72, MARA’s recent 31.37% 1 month share price return contrasts with its 1 year total shareholder return of 23.70% and 5 year total shareholder return of 65.86%. This...

Talen Energy’s subsidiary recently completed a private placement of US$4.00 billion in senior notes to help fund the acquisition of 2,451 megawatts of power capacity and redeem higher-interest debt due in 2030, while also expanding a 17-year agreement to supply up to 1,920 MW of carbon-free nuclear power to Amazon Web Services from its Susquehanna plant. This long-term AWS contract, expected to generate roughly US$18.00 billion in revenue, alongside debt refinancing and capacity growth,...

MetLife (MET) just approved a higher second quarter 2026 dividend, with the board declaring a US$0.5925 per share payout, up 4.4% from the first quarter level of US$0.5675. See our latest analysis for MetLife. Alongside the dividend increase, MetLife has been active on several fronts, including a planned US$170m repositioning of Chicago’s Water Tower Place and fresh survey insights on lifetime income solutions for retirement savers. The share price is US$78.96, with a 30-day share price...

With Synchrony Financial at US$75.12, you might be wondering whether the recent share price leaves the stock looking cheap, expensive or somewhere in between. Over the short term the stock has been mixed, with a 4.5% decline over the last 7 days but a 13.8% gain over 30 days, while longer term returns of 47.2% over 1 year, 187.8% over 3 years and 86.7% over 5 years show how much the share price has moved over time. Recent headlines around Synchrony Financial have focused on its position in...

Exelon (EXC) shares are in focus after two related developments: FERC extended the PJM capacity price collar, and shareholders backed management’s capital plan and customer relief efforts at the 2026 annual meeting. See our latest analysis for Exelon. At a share price of $47.02, Exelon’s recent 7 day share price return of 2.53% and 90 day share price return of 5.88% sit alongside a 1 year total shareholder return of 3.82% and 5 year total shareholder return of 80.60%. This suggests that...

If you are wondering whether Leidos Holdings at around US$145.91 is priced fairly or offering value, you are in the right place to unpack what the current share price might mean for long term investors. The stock has recently seen a 3.2% decline over the last 7 days and a 5.4% decline over the last 30 days, while the year to date return stands at a 20.5% decline compared to a 0.1% return over the past year and 86.8% and 50.0% over the last 3 and 5 years respectively. Recent coverage has...

Earnings event puts First Merchants (FRME) profitability under the spotlight First Merchants (FRME) has drawn fresh attention after first quarter results showed net interest income of US$151.3 million alongside net income of US$28.16 million, with higher net charge offs and recent capital actions also in focus. See our latest analysis for First Merchants. The latest earnings release, higher net charge offs and the completed buyback tranche have come against a backdrop of a 6.19% year-to-date...

Why Griffon (GFF) is back on investor radar Griffon (GFF) is drawing attention as investors brace for upcoming results that are expected to show lower earnings per share and revenue, alongside weak demand signals and cautious analyst sentiment. See our latest analysis for Griffon. Griffon’s share price has pulled back in the last week, with a 1 day share price return of a 3.7% decline and a 7 day share price return of a 2.7% decline. However, the 30 day share price return of 25.7% and 18.1%...

In the days leading up to its March 2026 quarter results, ESAB faced softer analyst expectations, with the Most Accurate Estimate slipping below the Zacks Consensus and producing a negative Earnings ESP, signaling growing caution around its near‑term earnings. This cooling sentiment, driven by concerns over ESAB’s ability to meet consensus EPS forecasts, highlights how quickly analyst revisions can influence perceptions of the company’s near‑term earnings quality. Next, we’ll examine how...

Gartner (NYSE:IT) has released new research on how AI is reshaping operating and profit models for global enterprises. The firm is advising CFOs to reassess technology portfolios and urging CEOs to prepare for disruption to traditional revenue models. The findings focus on AI driven changes to margins, ways of working, and revenue generation beyond broad IT spending forecasts. For investors tracking Gartner at a current share price of $150.23, this AI focused research arrives against a...

Event context for St. Joe stock St. Joe (JOE) has drawn fresh attention after recent share price moves, with the stock closing at $69.03 and showing mixed short term returns, including a 2.7% decline over the past day. See our latest analysis for St. Joe. The recent 10.2% 1 month share price return, alongside a 15.4% year to date share price gain and a 64.9% 1 year total shareholder return, points to momentum that investors are reassessing against St. Joe's fundamentals and perceived risk. If...

Moody’s Corporation recently reported first-quarter 2026 results, with revenue rising to US$2,079 million and net income to US$661 million, alongside continued share repurchases and a confirmed quarterly dividend of US$1.03 per share. The company also advanced its partnership with Microsoft by embedding Moody’s decision-grade intelligence directly into Microsoft 365 Copilot, broadening access to its credit data and research across enterprise workflows. We’ll now examine how Moody’s deeper...

Lemonade (NYSE:LMND) reports its tenth consecutive quarter of growth acceleration, with in-force premium up 32% year over year and revenue up 71%. Management links this performance to expanded use of AI in marketing and operations, which has improved operating leverage. The pet insurance line has become Lemonade's largest segment, lifting cross sell activity across the platform. The company has raised its full year 2026 growth and profitability guidance and targets positive EBITDA in Q4 2026...

In the days leading up to Reddit’s late-April earnings release, analysts highlighted expectations for sharply higher quarterly revenue and earnings, underpinned by stronger advertising and international contributions alongside rising user engagement metrics. At the same time, research houses split on Reddit’s prospects, some pointing to its under-monetized user base and AI data licensing potential, others questioning its positioning among second-tier social platforms. Next, we’ll examine how...

In recent weeks, Levi Strauss & Co. held its annual meeting, confirming Troy Alstead as incoming chair while reporting early 2026 momentum, including Q1 sales growth and progress toward direct-to-consumer accounting for more than half of the business. Separately, Levi’s launched its Regenerative and Resilient Landscape Initiative in Pakistan to support cotton farmers with more sustainable practices and strengthen long-term supply chain resilience. Next, we’ll examine how Levi’s strong Q1...

Alphabet, the parent company of Google, has expanded its agreement with the U.S. Department of Defense to provide commercial AI services for classified uses. The deal allows the Department of Defense to use Google's AI models for any lawful purpose inside secure government environments. This marks a shift in Alphabet's posture toward military related AI work following years of internal debate about defense contracts. For investors watching NasdaqGS:GOOGL, this move comes as the stock trades...

Apple (NasdaqGS:AAPL) is contesting tighter oversight of its App Store as a high profile U.S. payments case moves toward the Supreme Court. At the same time, Apple is challenging India’s competition authority, arguing that an antitrust probe and related disclosure demands go beyond its mandate. These disputes focus on external payment links for apps in the U.S. and financial data access in India, both tied directly to Apple’s services and platform policies. For investors following Apple...

Earlier in 2026, SS&C Technologies Holdings repurchased 2,300,000 shares for US$168 million, bringing total buybacks under its May 2025 program to 9,052,257 shares for US$750.21 million, equal to 3.72% of shares. Around the same time, SS&C launched SS&C Blue Prism WorkHQ, an agentic automation platform aimed at helping complex, regulated enterprises manage AI agents and workflows under tight governance and compliance. We’ll now examine how the new Blue Prism WorkHQ platform could influence...

General Motors (NYSE:GM) is committing $691 million to its St. Catharines, Ontario propulsion plant. The investment will fund new V 8 engine production for trucks and SUVs in North America. This decision deepens GM’s manufacturing footprint in Canada while other facilities in the country have recently closed. For investors watching NYSE:GM, this move comes as the shares trade around $76.62 and reflect a long term gain of 143.4% over three years. The company’s choice to add fresh capital to...

Okta (OKTA) is back in focus after recent trading left the identity software stock around US$76, with returns over the past year, past 3 months and month all in negative territory. See our latest analysis for Okta. With the share price at about US$76.16, Okta’s recent 30 day share price return of 3.24% and 90 day share price return of 9.85% contrast with a 1 year total shareholder return of 31.91% and a 5 year total shareholder return of 67.51%. This suggests momentum has softened even though...