U.S. Residential REITs Stock News

Global Payments (NYSE:GPN) agreed to sell its issuer processing business as part of a two step transaction. At the same time, the company plans to acquire Worldpay, a major payments competitor, in a connected deal. The combined moves are described as reshaping Global Payments' core operations and targeting potential synergies for shareholders. For investors watching NYSE:GPN at around $71.99, this deal follows a difficult period for the stock, with a 1 year return of a 34.2% decline and a 5...

In late January 2026, S&T Bancorp’s board approved a US$0.36 per share quarterly cash dividend, modestly higher than the prior year, alongside reporting fourth-quarter 2025 results showing higher net interest income and earnings. The company paired this with a new US$100 million share repurchase authorization and ongoing branch expansion in Pittsburgh, underscoring management’s emphasis on capital returns while still investing in growth. Next, we’ll examine how the stronger net interest...

M/I Homes, Inc. reported past fourth-quarter and full-year 2025 results showing revenue of US$1,147.31 million and US$4,417.78 million, respectively, alongside lower net income and earnings per share than the previous year. The company also completed a share repurchase of 230,944 shares for US$30.37 million, highlighting ongoing capital return even as profitability softened. We will now examine how the earnings slowdown and completed buyback program shape M/I Homes’ investment narrative for...

Cheniere Energy Partners, L.P. recently declared a quarterly cash distribution of US$0.830 per common unit, comprising a US$0.775 base and a US$0.055 variable component, payable on February 13, 2026, to unitholders of record as of February 9, 2026. The blend of a recurring base payout with a smaller variable element highlights how the partnership balances ongoing income needs with flexibility around its liquefied natural gas export operations and tax considerations for foreign investors. We...

Collegium Pharmaceutical recently reported strong past revenue growth of 31.40%, supported by robust demand for its pain management products Xtampza ER and Belbuca and a focus on abuse-deterrent formulations. The company’s solid financial health and relatively low forward P/E of 5.71 have drawn increased analyst attention, highlighting its position within the healthcare sector’s pain management niche. Against this backdrop, we’ll examine how Collegium’s robust revenue expansion shapes its...

LivaNova (LIVN) is back on investor radars after KeyBanc Capital Markets shifted to a more favorable rating, linking the move to a broadly positive view on Medical Technology stocks. See our latest analysis for LivaNova. The upgrade comes after a period of rebuilding confidence, with the share price at US$65.71 and a 90 day share price return of 21.82% alongside a 1 year total shareholder return of 36.72%. This suggests momentum has picked up recently, even though longer term total...

In January 2026, the Delaware Court of Chancery denied a motion to dismiss a derivative lawsuit against eXp World Holdings’ directors and senior executives, ruling that their oversight duties extend to investigating and addressing workplace sexual misconduct allegations tied to company-sponsored events. This is widely viewed as a landmark corporate governance case, signaling that boards can face fiduciary duty claims for failing to act on credible sexual misconduct reports within their...

In recent months, HNI Corporation announced it will release its fourth-quarter and full-year 2025 results and host an investor conference call on February 25, 2026, while also securing over US$1.30 million in government furniture contracts across the past year. Fresh SEC filings show large institutions including FIFTH THIRD BANCORP, Vanguard Group Inc, and FMR LLC have meaningfully expanded their HNI holdings, signaling reinforced professional interest in the company’s prospects. Against...

Boise Cascade recently reported quarterly results that came in modestly ahead of Wall Street expectations, citing steady repair-and-remodel demand and disciplined wood products pricing amid a cooling housing backdrop. Management highlighted ongoing investments in engineered wood capacity and distribution, signaling a focus on strengthening the business even as housing momentum slows. Next, we’ll explore how Boise Cascade’s emphasis on engineered wood capacity expansion influences its broader...

Moog (MOG.A) is back in focus after reporting record fiscal Q1 2026 results, with US$1.1b in sales, higher earnings per share, a larger backlog, and a raised full year outlook. See our latest analysis for Moog. Investors have reacted strongly to Moog's results and raised outlook, with the latest share price at US$305.35 and a 1 month share price return of 22.2%. The 1 year total shareholder return of 69.6% and 5 year total shareholder return of about 4x indicate momentum that has been...

Recent coverage shows that Weis Markets’ return on capital employed (ROCE) has fallen over the past five years to about 7.2%, now trailing the wider Consumer Retailing industry average of roughly 12%. This downward ROCE trend, alongside largely unchanged capital employed, points to a mature business model that may offer fewer avenues for reinvesting capital at higher returns. We’ll now examine how this weaker ROCE profile shapes Weis Markets’ investment narrative and what it might mean for...

F.N.B. Corporation recently reported fourth-quarter 2025 results showing higher net interest income and net income than a year earlier, while its Board declared a US$0.12 per-share quarterly common dividend payable on March 16, 2026, to shareholders of record on March 2, 2026. The company also completed a multi-year share repurchase effort, buying back 17,699,839 shares for US$214.08 million since 2019, highlighting a sustained focus on returning capital to shareholders. Against this...

Nicolet Bankshares, Inc. recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income than a year earlier, and shareholders in January 2026 approved an amendment to increase the company’s authorized share count. Alongside earnings growth, Nicolet completed a long-running share repurchase program, modestly increased net loan charge-offs, and affirmed a US$0.32 quarterly dividend payable in March 2026. We’ll now examine how Nicolet’s stronger...

While Columbia Sportswear Company ( NASDAQ:COLM ) might not have the largest market cap around , it saw a decent share...

To the annoyance of some shareholders, SS Innovations International, Inc. ( NASDAQ:SSII ) shares are down a...

It's not a stretch to say that QuinStreet, Inc.'s ( NASDAQ:QNST ) price-to-sales (or "P/S") ratio of 0.7x right now...

To the annoyance of some shareholders, Similarweb Ltd. ( NYSE:SMWB ) shares are down a considerable 27% in the last...

Investors in Dolby Laboratories, Inc. ( NYSE:DLB ) had a good week, as its shares rose 3.3% to close at US$64.19...

Some stocks are best avoided. We really hate to see fellow investors lose their hard-earned money. Anyone who held...

Kodiak Gas Services dividend announcement sets the tone for shareholder returns Kodiak Gas Services (KGS) has declared a fourth quarter 2025 cash dividend of $0.49 per share, scheduled for payment on February 20, 2026 to shareholders of record on February 13, 2026. This announcement gives investors a clearer view of how management is approaching capital returns. It comes as the stock shows mixed recent performance, with a past year total return decline of 6.7% and a one-month gain of...

Icahn Enterprises L.P. announced that on January 27, 2026, it fully redeemed its 6.250% Senior Notes due 2026, using cash on hand and paying 100% of principal plus accrued interest. This retirement removes an entire layer of debt from the partnership’s capital structure, highlighting management’s current preference for reduced leverage over retaining this borrowing. Next, we will examine how eliminating this bond obligation, and the use of cash to do so, reshapes Icahn Enterprises’...

Shake Shack Inc. has appointed Jim Taylor as Chief Commercial Officer, effective January 20, 2026, adding a new senior role that oversees marketing, culinary, and the company’s end-to-end revenue and growth strategy. Taylor’s track record in reshaping brands at Inspire Brands, Darden Restaurants, and Procter & Gamble may influence how investors view Shake Shack’s longer-term brand and commercialization plans. We’ll now examine how Taylor’s responsibility for Shake Shack’s end-to-end revenue...

On February 2, 2026, Global Net Lease, Inc. announced that all dividends paid in 2025 on its common and preferred stock will be treated for tax purposes as nondividend distributions, or return of capital. This shift means that payments investors might normally view as recurring income instead reduce their cost basis, altering both tax timing and the character of Global Net Lease’s cash distributions. We’ll now examine how this reclassification of 2025 dividends as return of capital may...

Integral Ad Science Holding (IAS) has drawn investor attention after appointing Horizon Media president Bob Lord and former Amazon global video advertising head Krishan Bhatia to its Board of Directors, highlighting a board-level focus on media and technology expertise. See our latest analysis for Integral Ad Science Holding. The board additions come as Integral Ad Science Holding's share price sits at US$10.34, with a 22.22% 90 day share price return contrasting with a small negative year to...