U.S. Residential REITs Stock News

Blackstone Mortgage Trust (BXMT) is back in focus after reporting second quarter 2026 results that showed higher reported sales alongside a net loss, reversing the profit recorded in the same period last year. See our latest analysis for Blackstone Mortgage Trust. The latest earnings release and the recent completion of a multi year repurchase program have come against a weak share price backdrop for Blackstone Mortgage Trust. The share price is down 27.36% year to date and the 1 year total...

Protagonist Therapeutics (PTGX) has drawn fresh attention after reporting second quarter 2026 results that shifted from a net loss to net income of US$162.85 million, with earnings emerging from continuing operations. See our latest analysis for Protagonist Therapeutics. The sharp move from losses to net income has coincided with strong share price momentum for Protagonist Therapeutics, with a 90 day share price return of 40.94% and a year to date share price return of 67.32%. Over a longer...

In the past quarter, Omnicell, Inc. reported second-quarter 2026 revenue of US$312.21 million and net income of US$24.29 million, alongside upgraded guidance calling for third-quarter revenue of US$301 million–US$307 million and full-year 2026 revenue of US$1.23 billion–US$1.25 billion. The sharp improvement in profitability versus a year earlier, with net income rising from US$5.64 million to US$24.29 million, highlights how operating efficiency and business mix are influencing Omnicell’s...

Stride (LRN) drew fresh attention after reporting fourth quarter and full year 2026 results, which showed higher net income and earnings per share, along with updated guidance and a change in chief executive leadership. See our latest analysis for Stride. Stride's recent earnings, leadership change and ongoing share repurchase program have come as the share price has risen 27.7% year to date. However, with the 1 year total shareholder return down 44.8%, longer term investors are still relying...

In late July 2026, CCC Intelligent Solutions Holdings reported second-quarter 2026 results showing sales of US$285.93 million and net income of US$20.79 million, alongside stronger six-month profitability compared with the prior year. On the same date, management issued revenue guidance of US$289.5–US$291.5 million for the third quarter and US$1.16 billion for 2026, highlighting confidence in the scale of its insurance-focused SaaS platform after completing a US$399.99 million buyback...

SPS Commerce (SPSC) drew investor attention after its latest quarterly update, which combined higher sales with lower earnings, fresh guidance for 2026, and confirmation of progress on a multi quarter share repurchase program. See our latest analysis for SPS Commerce. The latest earnings update and 2026 guidance appear to have shifted attention back to SPS Commerce’s earnings power and capital returns. The 30 day share price return of 20.59% and 90 day share price return of 39.03% stand in...

Vornado Realty Trust (VNO) just released its second quarter and six month 2026 results, giving you fresh data on sales, revenue and profits that can reshape expectations around this New York focused real estate investment trust. See our latest analysis for Vornado Realty Trust. Vornado Realty Trust's latest earnings release and recent preferred dividend declaration have come on the back of a strong 90 day share price return of 27.26% and an 18.09% year to date share price return. The 3 year...

College mergers are speeding up as weaker universities strain under falling enrollments, steep tuition discounts, and rising costs, while a smaller pool of students pressures the old campus model. That disruption creates room for platforms that help institutions cut costs, reach global learners, or pivot online. This article unpacks the story behind these shifts and highlights 3 EdTech and online learning stocks that are closely connected to this wave of consolidation. The stocks covered...

In the past quarter ended June 28, 2026, Patrick Industries reported second-quarter sales of US$1,041.7 million, with net income rising to US$43.42 million and diluted earnings per share from continuing operations increasing to US$1.28, while also completing a multi-year buyback totaling 5,365,398 shares for US$301.58 million. Despite slightly lower year-over-year sales for both the quarter and first half, the combination of higher earnings and substantial share repurchases highlights...

TriMas earnings and buyback update TriMas (TRS) has drawn investor attention after releasing its second quarter and year to date 2026 results, alongside an update on its long running share repurchase program. The company reported second quarter sales of US$174.58 million compared with US$171.75 million a year earlier, while net income for the quarter was US$13.37 million compared with US$16.72 million in the prior year period. For the six months to June 30, 2026, TriMas reported sales of...

In late July 2026, Comstock Resources, Inc. reported second-quarter results showing revenue of US$353.28 million and net income of US$8.77 million, alongside slightly higher total production driven by increased natural gas volumes despite lower oil output. At the same time, the company highlighted a production uplift tied to accelerated Haynesville drilling and completed a significant midstream equity sale in Pinnacle Gas Services to Sixth Street, using proceeds to retire Pinnacle debt and...

In early August 2026, Weis Markets, Inc. reported past second-quarter results showing sales of US$1,270.86 million and revenue of US$1,275.31 million, with net income of US$22.86 million and basic earnings per share from continuing operations of US$0.92, all compared with the prior year period. For the first half of the year ended June 27, 2026, the company’s higher sales and revenue were accompanied by increased net income of US$50.71 million and basic earnings per share from continuing...

In the past week, Gibraltar Industries, Inc. reported second-quarter 2026 results showing sales rising to US$509.55 million from US$309.52 million a year earlier, while net income fell to US$8.19 million from US$26 million and earnings per share weakened on both a quarterly and year-to-date basis. At the same time, the company reiterated its full-year 2026 guidance, projecting consolidated net sales of US$1.76 billion to US$1.83 billion and GAAP diluted EPS of US$2.40 to US$2.80,...

In late July 2026, Bandwidth Inc. reported second‑quarter 2026 results showing year‑over‑year sales growth to US$219.9 million and a move to US$2.39 million in net income, raised full‑year 2026 revenue guidance to US$900 million–US$910 million, amended its credit agreement to increase permitted restricted payments, continued share repurchases, and announced the planned year‑end retirement of General Counsel and Secretary R. Brandon Asbill. A key insight is that Bandwidth is pairing improved...

Commerce.com (CMRC) is back in focus after a mixed set of August 6 updates. The company reported a return to quarterly profitability, announced fresh client partnerships, and at the same time lowered its full year 2026 revenue guidance. See our latest analysis for Commerce.com. Commerce.com’s share price has fallen 29.1% over the past week and is down 45.3% year to date, while the 1-year total shareholder return has declined 49.1%. This suggests that recent earnings progress has not yet eased...

Integra LifeSciences Holdings Corporation reported past second-quarter 2026 results showing sales of US$418.76 million and net income of US$4.48 million, a shift from a large net loss a year earlier. The company also modestly reduced its full-year 2026 reported revenue outlook due to currency headwinds while reaffirming its organic revenue growth and adjusted EPS guidance, underscoring the effect of foreign exchange on reported performance. We’ll now examine how this earnings improvement,...

FB Financial stock has delivered a strong 86.8% return over the past three years, while the latest Excess Returns intrinsic value estimate suggests the shares trade at a discount to fair value even though broader valuation checks lean cautious. That mix leaves investors weighing a stock that has already performed well against signals that it may still be pricing in a margin of safety. FB Financial's 86.8% return over three years points to a stock that has already rewarded shareholders and...

Helmerich & Payne (HP) drew fresh attention after reporting fiscal Q3 2026 results that came in above its own guidance, along with a higher full-year North America rig-count outlook and a continued focus on debt reduction. See our latest analysis for Helmerich & Payne. At a share price of $37.10, Helmerich & Payne has seen a 30 day share price return of 11.31% and a year to date share price return of 23.91%, while the 1 year total shareholder return of 122.62% contrasts with a modest 3 year...

AtriCure (ATRC) has drawn investor attention after multiple insider share sales. This followed a quarter in which the company reported 13% second quarter revenue growth, a return to net income, and raised full year guidance. See our latest analysis for AtriCure. AtriCure’s recent insider sales come against a backdrop of strong share price momentum, with a 57.38% 90 day share price return and 20.74% 30 day share price return, while the 5 year total shareholder return is still down 43.49%. If...

Pediatrix Medical Group has delivered a strong 89.0% share price return over the past year, yet the stock still screens as cheap on several valuation checks. This raises the question of how much of the recent improvement is already reflected in the price. The recent share price drop following earnings news adds another layer for investors weighing whether the current level still offers value. Over the last 1 year, Pediatrix Medical Group shares are up 89.0%. This means anyone looking at the...

What the latest earnings mean for Organogenesis Holdings stock Organogenesis Holdings (ORGO) is back in focus after second quarter results showed sharply lower revenue and a much wider net loss, alongside a deeper revenue outlook cut and a planned US$75 million equity raise. The earnings update matters for you because it reshapes expectations on cash generation, dilution risk and how much flexibility Organogenesis Holdings might have to fund its wound care portfolio, including products like...

Weaker US job numbers, softer wage growth, and fading odds of a September Fed hike have put major bank stocks under a sharper spotlight. When the labor market cools and rate expectations shift, the ripple effects can matter for profits, loan quality, and investor confidence. This article walks through three large US bank stocks that appear especially exposed to this latest data, and explains why that may give you a reason to reassess your own banking exposure today. Wells Fargo...

Insight Enterprises stock has gained 77.8% year to date, and current valuation checks suggest the market price still sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF), with earnings multiples telling a similar story. Year to date, Insight Enterprises is up 77.8%, which puts extra focus on whether recent gains already reflect the company’s long term cash flow potential. Future revenue and cash flow growth can support the current share price, while any pressure on...

Adams Diversified Equity Fund, Inc. has reported past-half‑year earnings for the period ended June 30, 2026, posting revenue of US$18.94 million and net income of US$320.68 million. The large gap between revenue and net income draws attention to how factors beyond core fee income may have influenced overall profitability. We will now explore how the strong net income reported for the half year shapes Adams Diversified Equity Fund’s investment narrative. Uncover the next big thing with 20...