U.S. Residential REITs Stock News

Rising chipflation and tight supply in servers and storage hardware are pulling future demand into today, as enterprises rush to lock in equipment before costs bite harder. That rush can create pricing power and margin pressure at the same time, which is exactly where opportunities often appear first. This article explains how the news affects three specific hardware stocks and why their exposure to this story matters for your portfolio watchlist. The stocks covered below are just a starting...

Executive hire and recent results put Evercore in focus Evercore (EVR) has drawn fresh attention after appointing Dylan Tornay as senior managing director in its equity capital markets group, alongside recent quarterly earnings and a confirmed dividend declaration. Tornay joins from Citi with nearly 30 years of equity capital markets experience. He will focus on industrials and infrastructure, areas that may matter for investors watching how Evercore positions its advisory and capital markets...

In early August 2026, ePlus Inc. reported Q1 FY27 results showing revenue of US$649.11 million and lower net income of US$30.28 million year on year, while reiterating mid-single-digit growth guidance for fiscal 2027 and declaring a quarterly dividend of US$0.27 per share. Management also highlighted that a strong balance sheet is allowing ePlus to keep funding organic growth, evaluate acquisitions, and return cash to shareholders through dividends and share repurchases, offering a mixed...

Diversified Healthcare Trust recently reported past second-quarter 2026 results, with sales of US$47.47 million and revenue of US$365.39 million, alongside a net loss of US$37.42 million and basic loss per share from continuing operations of US$0.16. Despite lower sales and revenue versus a year earlier, the trust reduced its net loss and loss per share, indicating that expense controls and operational adjustments are limiting the impact of softer top-line performance. We’ll now examine how...

Standex International (SXI) has moved into focus after reporting higher quarterly and full year sales and net income, alongside guidance that points to further organic growth and an expanded new product pipeline in fiscal 2027. See our latest analysis for Standex International. Against this backdrop, Standex International's share price has climbed strongly, with a 90 day share price return of 28.68% and a year to date share price return of 45.93%. The 1 year total shareholder return of 75.26%...

Teledyne Technologies (TDY) has agreed to acquire Varex Imaging in an all cash transaction valued at about US$1.1b, offering US$18.90 per Varex share. This move adds oncology focused X-ray detectors to Teledyne's portfolio. See our latest analysis for Teledyne Technologies. At a share price of US$690.25, Teledyne Technologies has posted a 30 day share price return of 8.77% and a year to date share price return of 33.06%. The 3 year total shareholder return of 71.49% points to sustained...

Oruka Therapeutics (ORKA) drew investor attention on August 10 after reporting second quarter 2026 results that showed a wider loss per share than consensus expectations as the company continues funding its clinical pipeline. See our latest analysis for Oruka Therapeutics. The earnings miss has arrived after a strong run in Oruka Therapeutics' stock, with the latest share price at $105.14 and a year to date share price return of 271.91%. Over the past year, total shareholder return is very...

Taysha Gene Therapies recently announced a commercial supply agreement under which Catalent will serve as the primary commercial manufacturer of TSHA-102, its investigational Rett syndrome gene therapy, at Catalent’s FDA-licensed facility in Harmans, Maryland, securing long-term GMP capacity to support potential U.S. launch and future demand. This move effectively locks in a scalable manufacturing backbone for TSHA-102, signaling that Taysha is preparing its operations for possible...

Intellia Therapeutics (NTLA) reported Q2 2026 results that kept the company in loss making territory, although the net loss and loss per share for both the quarter and first half improved versus last year. See our latest analysis for Intellia Therapeutics. Intellia Therapeutics’ latest earnings release on 6 August came after a period where the stock’s year to date share price return of 30.51% is set against a 1 year total shareholder return of 11.92% and a 3 year total shareholder return that...

Edison International earnings and guidance update Edison International (EIX) has released second quarter 2026 results that combine higher quarterly net income with revised, lower full year earnings guidance, giving investors fresh numbers to assess the stock. See our latest analysis for Edison International. The share price reaction around the earnings release has been weak, with Edison International down 5.1% over the past week and 9.8% over the past month, even though the year to date share...

Excelerate Energy (EE) just reported second quarter 2026 earnings that show higher revenue and net income than the same period last year, alongside a 13% dividend increase that is drawing fresh attention to the stock. See our latest analysis for Excelerate Energy. Excelerate Energy’s recent earnings and dividend announcement come after a mixed stretch for the stock, with the share price up 25.3% year to date but easing over the past month, while the 1 year total shareholder return of 50.75%...

We wouldn't blame Griffon Corporation ( NYSE:GFF ) shareholders if they were a little worried about the fact that...

N-able, Inc. recently reported its Q2 2026 results, shifting from a net loss of US$4.63 million a year ago to net income of US$1.76 million and issuing Q3 and full-year 2026 revenue guidance of US$134.5–US$135.5 million and US$539–US$542 million, respectively. Management highlighted Data Protection as a key driver of new annual recurring revenue and credited AI-generated code, now almost half of committed code, for improving development productivity, even as weaker renewal rates in UEM and...

Citigroup Inc. recently launched Citi Consolidate™, an Infor Nexus–powered invoice processing and supply chain finance solution now available to clients in the United States and Canada, with further country expansion planned in 2026. The new platform deepens Citi’s role in digital trade finance by combining automated invoice workflows, enhanced cash-flow visibility, and supplier financing options in a single, integrated ecosystem. We’ll now examine how Citi Consolidate™, and its push into...

ICL Group Ltd has reported second-quarter 2026 results showing higher sales of US$2,135 million and net income of US$137 million versus a year earlier, while also approving an organizational restructuring that will take effect on January 1, 2027 and align operations around Agriculture, Food, and Industrial end markets. The new structure elevates specialty crop nutrition and advanced food and beverage solutions as distinct focuses, reflecting management’s sharpened emphasis on higher-value,...

Albertsons Companies (ACI) stock is in focus after the company cut its full year earnings guidance and missed analyst expectations, prompting a law firm investigation and speculation around potential CEO changes. See our latest analysis for Albertsons Companies. The law firm probe and questions over Albertsons Companies leadership come after a sharp reset in sentiment, with the 30 day share price return down 17.82% and the year to date share price return down 29.92%, while the 1 year total...

How the latest earnings frame Portland General Electric stock Portland General Electric (POR) just posted second quarter and half year 2026 results, giving you a mixed snapshot. Quarterly profit grew year over year, while revenue and net income for the first half declined. See our latest analysis for Portland General Electric. The latest earnings and regulatory filing sit against a share price that has eased recently, with the 30 day share price return down 8.85%, even though the 1 year total...

Callaway Golf Company recently reported second-quarter 2026 results showing sales of US$612.2 million and net income of US$75.2 million, and it lifted full-year 2026 net sales guidance to a range of US$2.045 billion to US$2.07 billion while also issuing third-quarter sales guidance of US$415 million to US$435 million. Alongside its stronger earnings, the company repurchased 5,625,569 shares for US$80.08 million under its 2026 buyback program, signaling management’s willingness to return...

American Healthcare REIT (AHR) has come into focus after completing a follow on equity offering of 13,250,000 common shares, raising about $712.2 million to help fund senior housing acquisitions and other uses. See our latest analysis for American Healthcare REIT. Alongside the follow on offering, American Healthcare REIT has seen its share price move to $55.47, with a 90 day share price return of 7.77% and a year to date share price return of 17.42% that sits against a 1 year total...

Earlier this week, Ollie’s Bargain Outlet released survey results from nearly 60,000 loyalty members for National Bargain Hunting Week, showing inflation is reshaping how customers shop and save. The findings highlight that more consumers are turning to discount retailers, carefully comparing prices, and stocking up on brand-name bargains, underscoring Ollie’s positioning as a go-to destination for value-focused shoppers. Next, we’ll examine how this evidence of rising price-consciousness...

Stepan Company recently reported past second-quarter 2026 results showing sales of US$684.11 million and net income of US$22.91 million, alongside board and committee leadership changes and the appointment of a new Principal Accounting Officer. While quarterly earnings improved year-on-year, the company still reported a six‑month net loss of US$18.50 million, highlighting a mixed profitability picture despite the board’s decision to maintain a quarterly dividend of US$0.395 per share. We’ll...

Insight Enterprises (NSIT) is back in focus after Q2 2026 results showed higher revenue, stronger earnings per share, and raised full year guidance, all tied to demand for AI infrastructure and cloud services. See our latest analysis for Insight Enterprises. The Q2 update and raised guidance have come alongside a sharp shift in sentiment, with Insight Enterprises posting a 77.82% 90 day share price return and a 24.97% 1 year total shareholder return. Momentum has clearly accelerated in recent...

In July 2026, CNX Resources reported second-quarter results showing lower production volumes of 151.5 Bcfe and revenue of US$618.48 million compared with the prior-year quarter, while also updating its 2026 production guidance to a range of 605 Bcfe to 620 Bcfe and continuing share repurchases totaling 116.29 million shares since 2018 for US$2.13 billion. An interesting contrast emerged as quarterly revenue and net income fell year over year, yet six-month revenue and earnings per share...

In July 2026, Coursera reported second-quarter 2026 results showing sales of US$298.6 million versus US$187.1 million a year earlier, alongside a wider net loss of US$80.4 million and a basic loss per share of US$0.34 from continuing operations. At the same time, the company issued new revenue guidance of US$364 million to US$372 million for the third quarter and US$1.22 billion to US$1.25 billion for full-year 2026, highlighting management’s expectations for continued top-line expansion...