U.S. Residential REITs Stock News

NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR) One Off US$881.1 Million Loss Tests Premium Valuation Narrative

Tapestry (TPR) has reported a busy Q2 2026, with revenue of US$2.5b and basic EPS of US$2.75, following Q1 2026 revenue of US$1.7b and basic EPS of US$1.32 as the business cycles through its key selling seasons. Over the past few quarters, total revenue has moved between US$1.5b and US$2.5b, while quarterly EPS has ranged from a loss of US$2.49 per share in Q4 2025 to a profit of US$2.75 in the latest period. This gives investors plenty to think about on earnings quality and margin...
NasdaqGS:MRX
NasdaqGS:MRXCapital Markets

Is It Too Late To Consider Marex Group (MRX) After Recent Share Price Gains?

For investors wondering whether Marex Group at around US$40.48 is offering good value right now or if the easy money has already been made, this article is designed to help you assess that using a clear valuation lens. The stock has logged returns of 2.5% over the last 7 days, 4.4% over 30 days, 6.7% year to date and 12.0% over the past year. This naturally raises questions about what is already priced in and how much risk the market is assuming. Recent news coverage around Marex Group has...
NYSE:EAF
NYSE:EAFElectrical

GrafTech International (EAF) Losses Deepen With US$219.8 Million TTM Hit Challenging Bullish Growth Narrative

GrafTech International (EAF) closed out FY 2025 with Q4 revenue of US$116.5 million and a basic EPS loss of US$2.50, alongside a trailing twelve month revenue base of US$504.1 million and an EPS loss of US$8.45. The company has seen quarterly revenue move between US$111.8 million and US$144.0 million over the 2025 fiscal year, while quarterly EPS losses ranged from US$1.10 to US$3.35. This has left margins under clear pressure for shareholders watching the path back toward profitability. See...
NYSE:OWL
NYSE:OWLCapital Markets

Blue Owl Capital OWL Quarter Highlights 2.7% Net Margin Compression Challenges Bullish Narratives

Blue Owl Capital (OWL) closed out FY 2025 with fourth quarter revenue of US$755.6 million and basic EPS of US$0.07, alongside net income of US$47.7 million, putting a clear set of numbers in front of investors watching the story unfold. The company reported revenue of US$600.9 million and EPS of US$0.05 in Q3 2024 and US$755.6 million and EPS of US$0.07 in Q4 2025, while trailing twelve month revenue reached US$2.9 billion and EPS came in at US$0.12. These figures frame a results season...
NYSE:TFIN
NYSE:TFINBanks

Triumph Financial Deepens Freight Ties While Tightening Factoring Margins

Triumph Financial (NYSE:TFIN) has expanded its payments network to include eight of the ten largest U.S. freight logistics firms. The company recently added JB Hunt to its roster of logistics partners, broadening its reach in freight payments. Alongside the network expansion, Triumph Financial is rolling out automation and workforce reductions in its factoring segment to support margin improvements. These moves come as the trucking sector continues to face industry headwinds. Triumph...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

Adaptive Biotechnologies (ADPT) Q4 Loss Narrows Yet Premium Valuation Tests Bullish Narratives

Adaptive Biotechnologies (ADPT) closed out FY 2025 with Q4 revenue of US$71.7 million and a basic EPS loss of US$0.09, alongside net income excluding extra items of a US$13.6 million loss. This provides a clear snapshot of where the business stands after a volatile year. The company reported revenue of US$47.5 million in Q4 2024 and US$71.7 million in Q4 2025, while basic EPS moved from a loss of US$0.23 to a loss of US$0.09 over the same period. This places the focus on how far these revenue...
NYSE:PSN
NYSE:PSNProfessional Services

Is Parsons (PSN) Fairly Priced After Mixed Returns And Government Contract Momentum

If you are wondering whether Parsons is offering fair value right now, you are not alone. Many investors are trying to work out what a reasonable price looks like for this stock. Parsons recently closed at US$69.44, with returns of 5.6% over the last 30 days, 11.6% year to date, a 9.7% decline over 1 year, and gains of 52.8% over 3 years and 76.0% over 5 years. Taken together, this gives a mixed picture of recent and longer term performance. Recent news around Parsons has focused on its...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder (EL) Returns To Quarterly Profit With US$0.45 EPS Challenging Bearish Narratives

Estée Lauder Companies (EL) just posted Q2 2026 results with revenue of US$4.2 billion and basic EPS of US$0.45, alongside net income of US$162 million, putting the latest quarter firmly back in profit territory. Over the past few quarters, revenue has moved from US$3.4 billion in Q1 2025 and US$4.0 billion in Q2 2025 to US$3.5 billion in Q3 2025, US$3.4 billion in Q4 2025, US$3.5 billion in Q1 2026, and now US$4.2 billion in Q2 2026. Basic EPS has ranged from losses of US$1.64 in Q2 2025 and...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

MicroStrategy (MSTR) Q4 Loss Of US$42.93 Per Share Tests Profitability Narratives

Strategy (MSTR) closed out FY 2025 with fourth quarter revenue of US$123 million and a basic EPS loss of US$42.93. Trailing twelve month figures show revenue of US$477 million and a basic EPS loss of US$15.23. Over recent quarters, the company has seen quarterly revenue move from US$111 million in Q1 2025 to US$128.7 million in Q3 2025 before landing at US$123 million in Q4. This was alongside basic EPS swinging from a loss of US$16.47 in Q1 to a profit of US$36.23 in Q2 and back to a loss in...
NYSE:DOV
NYSE:DOVMachinery

Dover Gains Attention As Smart Fuel Dispenser And Alternative Fuels Play

Dover (NYSE:DOV) has been identified as a key beneficiary of growth trends in the global fuel dispenser market. The company is cited for its role in smart fuel dispensing and support for alternative fuels as automation, IoT, and sustainability gain traction. This development highlights longer term opportunities tied to structural shifts in how fuel is monitored, delivered, and managed worldwide. Dover, trading at $223.66, is being noted for its position in fuel dispensing technology at a...
NYSE:EQR
NYSE:EQRResidential REITs

Equity Residential (EQR) Steady FFO Undercuts Bearish Narratives On Earnings Sustainability

Equity Residential (EQR) has wrapped up FY 2025 with fourth quarter revenue of US$781.9 million and basic EPS of US$1.01, alongside funds from operations of US$376.8 million that remain a key gauge for this residential REIT. Over the past few quarters, the company has seen revenue move from US$766.8 million in Q4 2024 to US$781.9 million in Q4 2025. Trailing twelve month basic EPS was US$2.95 and net income reached about US$1.1 billion, which may lead investors to focus on how margins and...
NasdaqGS:LLYV.K
NasdaqGS:LLYV.KConsumer Services

How Investors Are Reacting To Liberty Live Holdings (LLYV.K) Rising Ticketing Legal And Regulatory Risks

Liberty Live Holdings, Inc. came under pressure after Live Nation’s past third‑quarter earnings showed weaker‑than‑expected concert segment results and management reduced its 2026 ticketing outlook due to regulatory actions on ticket bots and costs tied to an FTC lawsuit. The episode highlights how Liberty Live’s exposure to Live Nation links its investment story not just to concert demand, but also to evolving regulatory and legal risks around ticketing. Next, we will consider how Live...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Q1 Profit Challenges Bearish Narratives On Earnings Quality

Arrowhead Pharmaceuticals (ARWR) has opened fiscal 2026 with Q1 revenue of US$264.0 million and basic EPS of US$0.22, supported by net income of US$30.8 million as the company continues to build on its move into profitability over the past year. Over recent quarters, revenue has shifted from US$2.5 million in Q1 2025 to US$542.7 million in Q2 2025, US$27.8 million in Q3 2025, US$256.5 million in Q4 2025, and now US$264.0 million in Q1 2026. EPS has moved from a loss of US$1.39 per share in Q1...
NYSE:DLR
NYSE:DLRSpecialized REITs

Digital Realty Trust (DLR) FFO Stability Reinforces Bullish Narratives Despite One Off Earnings Boost

Digital Realty Trust (DLR) closed out FY 2025 with Q4 revenue of US$1.6b and basic EPS of US$0.26, while funds from operations reached US$657.9m, giving investors a clear read on both top line scale and REIT specific cash generation. Over the last few quarters, the company has seen revenue move from US$1.40b in Q4 2024 to US$1.64b in Q3 2025 and then to US$1.64b in Q4 2025, with basic EPS ranging from US$0.54 in Q4 2024 to US$0.17 in Q3 2025 and US$0.26 in Q4 2025. With trailing twelve month...
NYSE:BANC
NYSE:BANCBanks

What Banc of California (BANC)'s 20% Dividend Hike and Preferred Payouts Mean For Shareholders

Banc of California, Inc. recently declared a quarterly common stock dividend of US$0.12 per share, a 20% increase, and reaffirmed a quarterly US$0.4845 per depositary share dividend on its 7.75% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series F, payable in March and April 2026 to holders of record on the specified dates. This combination of a higher common dividend and continued preferred payouts highlights the bank’s current emphasis on returning cash to shareholders through...
NYSE:CNC
NYSE:CNCHealthcare

Centene (CNC) Swings To US$6.7b TTM Loss Challenging Bullish Margin Recovery Narratives

Centene (CNC) just closed out FY 2025 with Q4 revenue of US$45.1b and a basic EPS loss of US$2.24, capping a trailing twelve month period where revenue reached US$176.2b and basic EPS stood at a loss of US$13.53. The company has seen quarterly revenue move from US$36.6b in Q4 2024 and US$37.3b in Q3 2024 to the current US$45.1b and US$45.3b in Q4 and Q3 2025. Over the same periods, EPS shifted from US$0.57 and US$1.37 in those 2024 quarters to losses of US$2.24 and US$13.50 in the latest 2025...
NYSE:WEC
NYSE:WECIntegrated Utilities

WEC Energy Group (WEC) Margin Slippage Tests Steady Utility Earnings Narrative

WEC Energy Group (WEC) closed out FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$0.97, supported by net income of US$316.6m. The trailing twelve months show revenue of US$9.8b and EPS of US$4.84 on net income of US$1.56b. Over the past few quarters, the company has reported revenue in a range from US$2.0b to US$3.1b, and quarterly EPS between US$0.77 and US$2.28. Trailing twelve month revenue increased from US$8.6b in late 2024 to US$9.8b in late 2025. Taken together, the...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust Link To Anthropic Lease And AI Office Demand

Blackstone Real Estate's joint venture has signed a full building lease with AI firm Anthropic in downtown San Francisco. The agreement covers a long term commitment in the emerging "AI Alley" district, one of the largest office leases in the city's history. The deal highlights demand from artificial intelligence companies for well located urban office space. For investors watching Blackstone Mortgage Trust (NYSE:BXMT), the Anthropic lease puts a spotlight on how Blackstone affiliated real...
NYSE:ORC
NYSE:ORCMortgage REITs

Will Orchid Island Capital's (ORC) 2025 EPS Surge Without Buybacks Change Its Investment Narrative?

Orchid Island Capital, Inc. reported its fourth-quarter and full-year 2025 results on January 29, 2026, with net income rising to US$103.41 million for the quarter and US$159.03 million for the year, alongside basic and diluted earnings per share of US$0.62 for the quarter and US$1.24 for the year. An interesting angle for investors is that these higher earnings came without additional share repurchases in the fourth quarter, leaving the long-running buyback program largely completed but...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Nextpower Arabia Wins First Large Saudi Solar Tracker Contract

Nextpower Arabia, the joint venture involving NasdaqGS:NXT, has secured its first large scale operational contract in Saudi Arabia. The company is set to supply 2.25 GWp of solar tracking systems for the Bisha Solar project. The Bisha project supports Saudi Arabia's long term renewable energy ambitions and includes local production and workforce development. For investors watching NasdaqGS:NXT, this contract arrives after a strong period for the share price, which is at $121.37. The stock...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

Has Alignment Healthcare (ALHC) Run Ahead Of Its Value After Recent Share Price Strength?

If you are wondering whether Alignment Healthcare's share price still reflects its true worth after recent moves, you are not alone. The stock closed at US$21.75, with a 7 day return of a 3.5% decline, a 30 day return of 3.9%, a year to date return of 7.6%, and a 1 year return of 47.6%. This provides context for anyone weighing up the current risk and reward trade off. Recent news coverage has focused on Alignment Healthcare's position in the US healthcare market and how investors are...
NYSE:WBS
NYSE:WBSBanks

Is Webster Financial (WBS) Pricing Reflect Its Recent 1-Year 23.7% Share Price Gain

If you are wondering whether Webster Financial's recent share price puts it in the bargain bin or the overpay zone, this article will help you frame that question clearly before you make any moves. The stock last closed at US$73.13, with returns of 11.2% over 7 days, 13.2% over 30 days, 14.6% year to date, 23.7% over 1 year, 46.9% over 3 years and 71.0% over 5 years. These figures provide useful context before you look at what the business might be worth. Recent attention on Webster...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet (FTNT) Margin Decline Challenges Bullish Earnings Growth Narratives

Fortinet (FTNT) has wrapped up FY 2025 with fourth quarter revenue of about US$1.9b and basic EPS of US$0.68, alongside net income excluding extra items of US$506m. This gives investors a clear read on its recent trading momentum. The company has seen quarterly revenue move from US$1.66b in Q4 2024 to US$1.91b in Q4 2025, while basic EPS shifted from US$0.69 to US$0.68 over the same period. This sets the scene for a year where margins and profit quality remain in sharp focus. See our full...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Neogen Recall Puts Veterinary Quality Controls And Investor Confidence In Focus

Neogen Corporation initiated a voluntary recall of its HYCOAT Hyaluronate Sodium Sterile Solution used in veterinary settings. The recall was triggered by microbial contamination identified in certain product lots. The affected product is intended for animal use, and the company has reported adverse events in animals linked to the issue. Neogen is working with the U.S. Food and Drug Administration on the recall process. For investors tracking Neogen (NasdaqGS:NEOG), this recall comes at a...