U.S. Residential REITs Stock News

NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

Landstar System (LSTR) Is Up 8.5% After Weaker 2025 Earnings And New CHRO Appointment – Has The Bull Case Changed?

Landstar System, Inc. recently reported full-year 2025 results showing lower sales of US$4,743.76 million and a sharp drop in net income to US$115.01 million, alongside a maintained quarterly dividend of US$0.40 per share and ongoing share repurchases completed under its long-running buyback program. Amid this weaker profitability backdrop and freight recession pressures, Landstar also appointed veteran HR leader Terri Lewis as Chief Human Resources Officer to reinforce its people strategy,...
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

A Look At Sun Country Airlines (SNCY) Valuation After Recent Share Price Surge

Context for Sun Country Airlines Holdings Sun Country Airlines Holdings (SNCY) has drawn fresh attention after recent trading, with the stock showing double digit moves over the past month and past 3 months, prompting investors to reassess its current valuation. The company reports revenue of US$1,126.769m and net income of US$52.809m. These figures give investors a starting point for thinking about how current pricing lines up with the business it operates. See our latest analysis for Sun...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile US (TMUS) Pricing Look Attractive After Recent Share Price Weakness?

If you are wondering whether T-Mobile US at around US$197 per share is offering good value right now, or if the opportunity has passed you by, this article breaks down what the current price might imply. The stock is roughly flat over the last week at 0.1%, with a 1.6% decline over 30 days, a 1.1% decline year to date, but returns of 42.2% over 3 years and 65.2% over 5 years. Long term holders have therefore had a very different experience compared with those focused on the last year, which...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

Why FirstCash Holdings (FCFS) Is Up 6.7% After Record Quarterly Revenue And Higher EPS

FirstCash Holdings, Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting record revenue of US$1.06 billion for the quarter and net income of US$104.17 million, alongside a Board-approved first-quarter 2026 cash dividend of US$0.42 per share payable on February 27, 2026. The company’s earnings per share from continuing operations rose to US$2.35 in the quarter and US$7.42 for 2025, while it continued to return capital to shareholders through dividends and share...
NYSE:AXTA
NYSE:AXTAChemicals

Assessing Axalta Coating Systems (AXTA) Valuation After Mixed Short And Long Term Share Returns

What recent performance tells you about Axalta Coating Systems (AXTA) Axalta Coating Systems (AXTA) has been on many investors’ radars after a period where short term returns contrast with its longer track record. This raises questions about how its current valuation lines up with fundamentals. Over the past month the stock shows a return of about 2.4%, and roughly 17.6% over the past 3 months, while its 1 year total return sits near a 9.2% decline and its 5 year total return is around...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Freshpet (FRPT) Valuation Check As Recent Momentum Meets Mixed Long Term Returns

Recent performance context for Freshpet With no single headline event driving attention to Freshpet (FRPT) today, investors are instead focusing on its recent share performance and latest reported fundamentals to reassess where the stock currently stands. Freshpet closed at US$69.90, with a return of about 3.8% over the past day, roughly flat over the past week, and positive over the past month and past 3 months. Over longer stretches, the stock shows a 16.2% return year to date, a 52.5%...
NYSE:SLGN
NYSE:SLGNPackaging

A Look At Silgan Holdings (SLGN) Valuation After Its Earnings Beat And Guidance Lift Investor Confidence

Why Silgan Holdings (SLGN) is in focus after its latest earnings Silgan Holdings (SLGN) has drawn fresh attention after reporting fourth quarter and full year 2025 results that topped Wall Street expectations on both revenue and adjusted earnings. The company reported fourth quarter sales of US$1,468.6 million, compared with US$1,411.2 million a year earlier, while net income for the period was US$18.2 million versus US$45.1 million. For the full year, Silgan posted sales of US$6,483.2...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines (DAL) Is Up 14.4% After Big Widebody Orders And Dividend Payout - What's Changed

Delta Air Lines’ Board of Directors recently declared a past quarterly dividend of US$0.1875 per share, payable on March 19, 2026, to shareholders of record as of February 26, 2026, alongside disclosures of strong 2025 financial results and an optimistic 2026 outlook. At the same time, Delta committed to large-scale Airbus and Boeing widebody aircraft purchases, signaling a long-term push to expand and refresh its international, premium-focused fleet. With Delta pairing robust recent results...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

Assessing CDW (CDW) Valuation After Q4 Earnings Beat And Margin Expansion

Why CDW (CDW) is back on investors' radar after Q4 CDW (CDW) is drawing fresh attention after reporting fourth quarter results that exceeded market expectations, supported by double digit growth in cloud, software, and professional services. Management also highlighted strong contributions from small business and education customers, higher gross margins, and CDW's role in supporting customer investments in AI and cloud, which together helped underpin a more confident outlook. See our latest...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Has Murphy USA (MUSA) Recent Share Price Weakness Created A Fair Opportunity?

If you are wondering whether Murphy USA is starting to look attractively priced, or if recent weakness is a warning sign, this article will help you weigh what the current share price might really be offering. The stock last closed at US$377.89, with a 10.6% decline over the past week, 11.5% over the past month and 6.8% year to date. The 1 year return sits at a 21.0% decline, and the 3 and 5 year returns are 39.7% and 212.9% respectively. Recent attention around Murphy USA has largely...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ) Valuation After Strong Q4 Results And US$100b 2026 Growth Ambitions

Johnson & Johnson (JNJ) is back in focus after reporting better than expected fourth quarter results, setting a US$100b 2026 sales goal, and releasing new OMNY AF atrial fibrillation data that highlights its MedTech pipeline. See our latest analysis for Johnson & Johnson. That backdrop of strong fourth quarter numbers and new clinical data has coincided with a clear shift in sentiment, with a 30 day share price return of 17.42% and a 1 year total shareholder return of 61.53% pointing to...
NYSE:QBTS
NYSE:QBTSSoftware

Will HQ Move and US$30 Million Deals Reshape D-Wave Quantum's (QBTS) Real-World Adoption Narrative?

In late January 2026, D-Wave Quantum announced a move of its headquarters to Boca Raton, Florida, alongside a US$20 million Advantage2 annealing quantum computer sale to Florida Atlantic University and a separate US$10 million, two-year QCaaS agreement with a leading Fortune 100 company. Combined with new hybrid solver features, advanced annealing controls, defense-focused collaborations, and its dual-platform capability following the Quantum Circuits acquisition, D-Wave is working to...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Valley National Bancorp (VLY) Is Up 10.0% After Earnings Beat and Share Buybacks Boost Investor Focus

Valley National Bancorp recently reported full-year 2025 results showing net interest income of US$1.76 billion and net income of US$597.98 million, alongside lower fourth-quarter net loan charge-offs than a year earlier and completion of a US$63.35 million share repurchase program. Investors also saw the board appoint experienced former Popular Inc. finance chief Carlos Vazquez as an independent director, adding depth to Valley’s audit and compensation oversight as the bank highlights gains...
NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

Why Phibro Animal Health (PAHC) Is Up 32.2% After Raising FY26 Guidance On Animal Health Strength

In early February 2026, Phibro Animal Health reported stronger second-quarter results, with sales rising to US$373.91 million and net income reaching US$27.46 million, while also raising its fiscal 2026 guidance to net sales of US$1.45–1.50 billion and net income of US$85–95 million. A key driver was the Animal Health segment, where gains in medicated feed additives, nutritional specialties, and vaccines, supported by a recent acquisition, materially lifted earnings and underpinned the...
NYSE:TT
NYSE:TTBuilding

Trane Technologies Deepens Sustainable HVAC Push With Compressors And India Hub

Trane Technologies (NYSE:TT) has partnered with Garrett Motion to advance next generation oil free centrifugal compressor technology for HVAC. The company has also opened a Centre for Sustainable Refrigeration and Climate Control in India to support research, training, and lower impact cooling solutions. For investors watching Trane Technologies at a share price of $454.76, these moves add fresh context to a stock that has returned 8.1% over the past week, 19.1% over the past month, and...
NYSE:LHX
NYSE:LHXAerospace & Defense

Assessing L3Harris Technologies (LHX) Valuation After Analyst Upgrades And New Naval Red Wolf Contract

Why L3Harris is back on investors' radar L3Harris Technologies (LHX) is drawing fresh attention after a cluster of analyst upgrades coincided with the company winning a U.S. Naval Air Systems Command award tied to its Red Wolf precision strike vehicles. See our latest analysis for L3Harris Technologies. The latest U.S. Naval Air Systems Command award has landed just as momentum in L3Harris Technologies' share price has been picking up, with the stock now at $349.66 and a 90 day share price...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Is Affirm Holdings (AFRM) Pricing In Too Much Optimism After Recent Share Price Slide

If you are wondering whether Affirm Holdings' current share price reflects its true worth, you are not alone. The stock raises plenty of questions about where value and risk sit today. The shares last closed at US$57.03, with returns of a 5.4% decline over 7 days, a 30.3% decline over 30 days, a 23.0% decline year to date and a 24.2% decline over 1 year, set against a very large gain of roughly 4.6x over 3 years and a 54.7% decline over 5 years. Recent headlines around Affirm have focused on...
NYSE:MA
NYSE:MADiversified Financial

Mastercard Agent Suite Aims To Deepen AI Powered Payments Relationships

Mastercard (NYSE:MA) has launched Agent Suite, a new offering aimed at speeding up adoption of agentic AI in payments and commerce. The suite is designed to help banks and merchants build and deploy AI agents that support security, personalization, and day to day operations. Agent Suite uses Mastercard’s technical capabilities and global advisory services to support customers integrating AI into their businesses. For you as an investor, this move sits squarely in Mastercard’s core role as a...
NYSE:JKS
NYSE:JKSSemiconductor

Is JinkoSolar (JKS) Turning Cybersecurity Certification Into a Durable Edge in Critical Infrastructure?

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...
NYSE:OHI
NYSE:OHIHealth Care REITs

How Investors Are Reacting To Omega Healthcare Investors (OHI) Strong 2025 Results, Investments, Debt Cuts And Dividend

Omega Healthcare Investors, Inc. reported past fourth-quarter 2025 revenue of US$319.22 million and net income of US$164.84 million, with full-year 2025 revenue of US$1.19 billion and net income of US$590.19 million, and its board declared a US$0.67 per-share dividend payable on February 17, 2026. The company paired this earnings strength with more than US$1.10 billion of 2025 investments and US$1.70 billion of debt repayment, while continuing to operate through operator-specific challenges...
NYSE:GEO
NYSE:GEOCommercial Services

GEO Group (GEO) Valuation Check After Mixed Short And Long Term Share Price Performance

GEO Group (GEO) has shown mixed short-term performance, including a 3% gain over the past day and a 9% decline over the past month. This price movement has drawn attention to its valuation and fundamentals. See our latest analysis for GEO Group. The recent 2.71% 1 day share price return comes after a 9.14% 30 day share price decline, while the 1 year total shareholder return of 40.96% decline contrasts with 3 and 5 year total shareholder returns of 29.48% and 79.86%. This suggests longer term...
NYSE:EQT
NYSE:EQTOil and Gas

Is EQT (EQT) Still Attractively Priced After Strong Multi Year Share Price Gains

If you are trying to figure out whether EQT is attractively priced or getting ahead of itself, the current share price of US$56.79 makes valuation a key question. The stock has been relatively active, with a 1 week return of a 1.6% decline, a 30 day return of 11.2%, a year to date return of 6.2%, a 1 year return of 12.4% and a very large 5 year return that is around 2.4x. Recent coverage around EQT has focused on its role in the US energy sector and how natural gas focused businesses are...
NYSE:UNH
NYSE:UNHHealthcare

How Rising Revenue But Lower EPS And Regulatory Pressure At UnitedHealth Group (UNH) Has Changed Its Investment Story

UnitedHealth Group reported full-year 2025 results showing revenue rising to about US$447.57 billion from roughly US$400.28 billion a year earlier, while net income and diluted EPS from continuing operations fell to about US$12.06 billion and US$13.23, respectively. At the same time, the company projected 2026 revenue of more than US$439.00 billion and earnings from operations above US$24.00 billion, even as new U.S. proposals on Medicare Advantage payments and pharmacy benefit manager...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s Massive AI Capex Puts Profit Outlook And Ad Model In Focus

Meta Platforms (NasdaqGS:META) is planning one of the largest capital spending programs in tech, with up to $135b in 2026 focused on AI infrastructure. The company is pivoting resources from virtual reality and Metaverse projects toward AI products such as smart glasses and standalone AI video platforms. Recent actions include layoffs in the Reality Labs division and heavier marketing around its AI wearables portfolio. Meta Platforms, trading at $661.46, is reorienting its business around...