U.S. Residential REITs Stock News

In early May 2026, TransDigm Group reported second-quarter 2026 results showing higher sales of US$2,544 million and net income of US$535 million year-on-year, while also completing a multi-year share repurchase program totaling 2,645,268 shares for US$2,317.63 million. At the same time, the company lifted its full-year 2026 outlook for net sales and GAAP earnings per share, even as it expects net income to be constrained by higher interest costs from recent financing activities. We’ll now...

Energy Transfer (ET) is back in focus after lifting its 2026 adjusted EBITDA guidance, advancing new pipeline projects, and signing long-term natural gas transport contracts with AI data centers, all supported by strong first quarter results. See our latest analysis for Energy Transfer. Those contract wins and project approvals appear to be feeding into momentum, with a 1 month share price return of 8.11% and year to date share price return of 22.91%, while the 5 year total shareholder return...

Tenable Holdings (TENB) has drawn investor attention after recent share price moves, with the stock up over the past week, month and past 3 months. That shift raises fresh questions about valuation and risk. See our latest analysis for Tenable Holdings. The recent momentum is strong, with a 1 day share price return of 9.21% and a 30 day share price return of 30.49%. However, the 1 year total shareholder return is down 22.76%, so recent gains follow a weaker longer term experience. If you are...

In May 2026, Natera, Inc. received FDA approval for Signatera CDx as the first blood-based minimal residual disease companion diagnostic to guide adjuvant atezolizumab (Tecentriq) immunotherapy decisions in muscle-invasive bladder cancer, following the Phase III IMvigor011 trial and supported by extensive clinical evidence and Medicare coverage across multiple cancers. This decision highlights how MRD-guided care can personalize treatment by identifying which bladder cancer patients may...

Earlier this month, Neurocrine Biosciences reported first-quarter 2026 revenue of US$814.5 million and net income of US$197.9 million, and published the first peer-reviewed expert algorithms for glucocorticoid dose reduction in classic congenital adrenal hyperplasia patients treated with CRENESSITY. These new, age-specific treatment algorithms and real-world functional data for INGREZZA deepen clinical confidence in Neurocrine’s therapies for complex neurological and endocrine...

iQIYI (NasdaqGS:IQ) has posted Q1 2026 results with revenue of C¥6.2b and a basic EPS loss of C¥0.31, while trailing twelve month figures show revenue of C¥26.3b and a basic EPS loss of C¥0.71. Over recent quarters, revenue has ranged between C¥6.2b and C¥7.2b, with quarterly basic EPS moving between a profit of C¥0.19 and losses such as C¥0.31. This highlights how earnings have oscillated around the path back toward profitability. With margins still in the red but losses compressed compared...

Why IES Holdings Stock Is Drawing Attention Now IES Holdings (IESC) has drawn fresh attention after recent trading, with the stock now around US$654.28 and showing mixed short term moves, including a 4.1% daily decline alongside gains over the past month and past 3 months. See our latest analysis for IES Holdings. While the share price slipped 4.1% on the day and is down 4.5% over the past week, momentum has been strong overall, with a 60.8% year to date share price return and a very large 1...

Compugen (NasdaqCM:CGEN) opened 2026 with Q1 revenue of US$2.2 million and a loss of US$7.7 million in net income, equal to an EPS loss of US$0.08, against a trailing twelve month EPS of US$0.37 on revenue of US$72.7 million. Over recent quarters the company has seen revenue move from US$1.5 million in Q4 2024 to US$2.3 million in Q1 2025, then to US$1.3 million in Q2 2025, US$1.9 million in Q3 2025, a one off spike to US$67.3 million in Q4 2025, and US$2.2 million this quarter. EPS shifted...

Why ATI stock is back on investors’ radar ATI (ATI) is drawing fresh attention after Kimberly A. Fields took on the combined roles of Board Chair, President, and Chief Executive Officer, alongside board retirements and a new Lead Independent Director appointment. See our latest analysis for ATI. ATI's recent leadership changes and Kimberly Fields' upcoming appearance at the Bernstein conference come after a mixed near term stretch. The share price is down 8.64% over 30 days but still up...

Equinix stock snapshot after recent performance Equinix (EQIX) has drawn fresh attention after a mixed stretch in its share performance, with the stock down 3% over the past month but up 13% over the past 3 months. See our latest analysis for Equinix. Recent trading has cooled slightly, with the share price down over the past week and month. However, the 90 day share price return of 13.44% and 1 year total shareholder return of 22.47% still point to momentum that has built over a longer...

Sohu.com (SOHU) opened 2026 with Q1 revenue of US$141.3 million and a basic EPS loss of US$0.17, setting a cautious tone around margins after a profitable twelve month stretch where trailing net income reached US$207.6 million on EPS of US$7.62. Over recent quarters the company has seen revenue move between US$126.3 million and US$180.2 million, while quarterly EPS has swung from a loss of US$0.69 to a profit of US$8.38. This leaves investors to weigh a fresh quarterly loss against a still...

Earlier this month, Blackstone Mortgage Trust, Inc. announced it had commenced a private offering of US$450,000,000 in senior secured notes due 2031 in a transaction exempt from US registration, with proceeds earmarked for general corporate purposes including repayment of existing secured debt. The move highlights how Blackstone Mortgage Trust is actively reshaping its capital structure by replacing certain secured borrowings with longer-dated senior secured notes placed with institutional...

Keel Infrastructure (KEEL) is in the spotlight after pivoting from cryptocurrency mining toward AI and high performance computing infrastructure, rebranding from Bitfarms and outlining a 2.2 gigawatt data center development pipeline supported by planned long term leases. See our latest analysis for Keel Infrastructure. Keel Infrastructure’s share price has pulled back 4.8% over the last day and 2.8% over the week, yet it still shows strong momentum with a 45.1% 1 month share price return,...

Berkshire Hathaway has fully exited its stake in UnitedHealth Group (NYSE:UNH) after holding the position for less than a year. The move is part of a wider reshuffling of Berkshire's portfolio under its new CEO. The exit follows a sharp rebound in UnitedHealth's share price from its 2025 lows. The decision has drawn attention to UnitedHealth's regulatory, operational, and cost related challenges. UnitedHealth Group is one of the largest US health insurers, with its business centered on...

In early May 2026, Marriott International reported first-quarter revenue of US$6,654 million and net income of US$648 million, raised its quarterly dividend to US$0.73 per share, continued share repurchases, and faced a new class action lawsuit over alleged exposure to toxic fragrance compounds at its properties. Together, these developments highlight a company pairing cash returns to shareholders and ongoing global growth with emerging legal and health-related risks that investors will be...

Pulse Biosciences stock snapshot after recent trading move Pulse Biosciences (PLSE) has drawn investor attention following a recent move in its share price, with the stock closing at $25.61 and showing double digit gains over the past week. See our latest analysis for Pulse Biosciences. The recent 7 day share price return of 34.22% sits within a much stronger year to date share price return of 91.26%, alongside a 3 year total shareholder return of around 4x, suggesting momentum has been...

Itron has completed a smart water management project for Thane Municipal Corporation in India, deploying its Temetra meter data management platform and smart multi-jet turbine water meters with local partner CS TECH Ai / Ceinsys Tech to improve leak detection, billing accuracy and service reliability. The project highlights how Itron’s advanced digital water solutions are being adopted in large, fast-growing urban areas, potentially reinforcing the role of software-enabled offerings in...

Lionsgate Studios stock context Lionsgate Studios (LION) is drawing attention after recent share moves, with the stock roughly flat over the past month but higher over the past 3 months and year, prompting fresh questions around its valuation. See our latest analysis for Lionsgate Studios. Recent trading has been mixed, with a small 1-day share price decline but a 90-day share price return of 45.55% and a 1-year total shareholder return of 76.06%, which indicates that momentum may be building...

In the past week, Hasbro, Inc. reported first-quarter 2026 results showing sales of US$1,000.2 million and net income of US$198.4 million, after previously disclosing a delay in filing its 10-Q and signing a long-term lease for new entertainment-focused office space in West Hollywood. Alongside these developments, CEO Chris Cocks has emphasized plans to expand Dungeons & Dragons crossover collaborations, a direction that is drawing attention from analysts focused on Wizards of the Coast and...

Willis Towers Watson (WTW) recently introduced a dedicated Carbon Capture and Storage insurance suite and announced new senior roles in Corporate Risk & Broking North America. These developments could reshape how you think about the stock. See our latest analysis for Willis Towers Watson. Recent announcements around the CCS insurance suite and new senior leadership come as the share price trades at US$256.86, with short term share price returns under pressure but multi year total shareholder...

Earlier this month, Raymond James upgraded Invitation Homes and other single-family rental REITs after US housing legislation was revised to remove limits on how long institutional investors can hold newly built rental homes, while also highlighting improving rental fundamentals and meaningful share repurchases since late 2025. This shift in policy and analyst stance reduces a key regulatory overhang for Invitation Homes’ build-to-rent strategy and underscores management’s confidence...

Astec Industries (ASTE) has given investors fresh information to work with by pairing its recent first quarter earnings release with a new five year plan focused on recurring revenue, profitability targets and acquisitions. See our latest analysis for Astec Industries. Astec Industries’ recent five year plan and first quarter update have landed after a choppy period, with the 30 day share price return down 20.15% and the 1 year total shareholder return at 15.11%. This suggests that shorter...

Earlier this month, Easterly Government Properties, Inc. presented at the 2026 North American Real Estate Conference in New York, highlighting its government-leased office portfolio to investors and industry participants. On the research side, Raymond James began covering Easterly with a Buy rating, standing in contrast to the broader Moderate Sell consensus among other analysts. Now we’ll examine how this more favorable Raymond James initiation could influence Easterly’s existing investment...

In recent weeks, AECOM reported second-quarter 2026 results showing sales of US$3,801.14 million and net income of US$179.86 million, while also completing a multi-year US$3.25 billion share repurchase program and securing a new five-year general consulting engineering mandate from the New Jersey Turnpike Authority. Alongside joining the UK Infinity Fusion Consortium to help develop a private-sector-led fusion power plant, AECOM raised its full-year 2026 earnings guidance, signaling how its...