U.S. Residential REITs Stock News

Aptiv recently reported its second-quarter 2025 results, showing a year-over-year rise in sales to US$5.21 billion, though net income and earnings per share declined substantially compared to a year ago, and the company issued updated financial guidance for the third quarter and full year. During the same period, Aptiv completed a significant share repurchase worth US$377.08 million, retiring 2.73% of its outstanding shares as part of a broader buyback program. We’ll now consider how...

On August 7, 2025, SNC announced a strategic partnership with AeroVironment to develop next-generation, integrated air and missile defense solutions for the Golden Dome for America, targeting critical infrastructure with layered, open architecture systems. This collaboration aims to combine advanced sensing, electronic warfare, and cyber technologies, potentially strengthening product breadth and opening new opportunities for both companies in evolving defense markets. We'll examine how...

MDU Resources Group has reported lower quarterly net income, narrowed its full-year earnings guidance, and filed for a US$400 million follow-on equity offering along with a broad shelf registration, all of which were announced this past week. In addition, the company's board appointments bring deep industry and public sector experience, which could help steer its regulated businesses through shifting market and regulatory conditions. We'll examine how the recent capital raise and revised...

Brookdale Senior Living Inc. recently reported its second quarter 2025 results, with revenue rising to US$812.94 million from US$777.54 million the previous year, while net loss widened to US$43.02 million from US$37.73 million. Despite generating higher sales, the company's net losses increased for both the quarter and the first half of 2025, highlighting ongoing operational challenges. We will examine how Brookdale's larger net loss, despite increased revenue, impacts the current...

Brady recently reported slow organic revenue growth averaging 1.6% year-on-year and a decline in free cash flow margin over the past five years, signaling ongoing challenges in its core business. This combination of slower demand and rising capital intensity raises questions about the company’s ability to scale efficiently against larger competitors. We’ll explore how concerns over weakening cash flow margins could influence Brady’s previously optimistic investment narrative. Trump's oil...

Ouster, Inc. recently reported its second quarter 2025 results, showing year-over-year sales growth to US$35.05 million and a narrower net loss of US$20.61 million, while also issuing revenue guidance for the third quarter between US$35 million and US$38 million. The improvement in both revenue and net loss suggests that operational efficiencies may be contributing to the company's financial performance progress. Next, we'll assess how Ouster's improved quarterly sales and earnings guidance...

Linde plc reported higher second-quarter and first-half 2025 sales and net income compared to the previous year, completed a multi-billion US dollar share repurchase program, and announced leadership succession in human resources. In addition, a shareholder proposal concerning climate lobbying practices was withdrawn due to procedural issues at the company's recent annual general meeting. We'll explore how Linde's strong earnings growth and completed buyback program impact its long-term...

Recently, Valley National Bancorp benefited from improved investor confidence following a favorable July Consumer Price Index report, which showed annual inflation holding steady at 2.7% and boosted expectations for a potential Federal Reserve interest rate cut in September. This inflation data has led to increased optimism for banks, as a rate cut could stimulate lending activity and broader economic growth, influencing the outlook for financial institutions like Valley National...

T. Rowe Price Group recently announced that its Board of Directors has declared a quarterly dividend of US$1.27 per share, payable on September 29, 2025, to shareholders of record as of September 15, 2025, following second quarter results that showed net income of US$505.2 million and diluted earnings per share of US$2.24. The combination of this dividend declaration and steady earnings comes as the company continues share repurchases, having bought back over 1.2 million shares in the last...

Recently, Comstock Resources reported a return on capital employed (ROCE) of 2.6%, well below the Oil and Gas industry’s 9.3% average, with this figure having decreased from 5.2% over the last five years even as revenue and assets have grown. This underperformance, despite higher sales and reinvestment in growth, suggests the company's capital-intensive strategy is drawing attention to both immediate operational challenges and longer-term value potential. We’ll examine how Comstock...

In the past week, Bristol-Myers Squibb announced that the US FDA granted Priority Review to an sBLA for Breyanzi as a treatment for relapsed or refractory marginal zone lymphoma, with a decision expected by December 2025, and also raised its 2025 revenue guidance by US$700 million to US$46.5 billion–US$47.5 billion due to strong product performance and legacy sales. This combination of regulatory progress and improved financial outlook signals renewed momentum in both the company’s...

Tempus AI recently reported second quarter 2025 earnings, showing revenue of US$314.64 million, almost double the prior year, and a sharply reduced net loss, while also raising its full-year revenue guidance to approximately US$1.26 billion. A major insight is that the substantial revenue growth and improved loss position come as Tempus AI continues to secure large data licensing deals, reinforce its industry standing, and pursue additional capital through equity offerings despite facing...

H World Group recently announced the reopening of the historic Steigenberger Icon Europäischer Hof Baden-Baden in Germany, following extensive renovations that introduced luxury accommodations, business facilities, a large spa, and the country's first Porsche Studio retail space. This milestone not only reflects the successful integration of Deutsche Hospitality but also signals H World Group's commitment to international expansion and preserving heritage properties within its growing global...

In late July 2025, Dolby Laboratories reported third quarter earnings showing year-over-year revenue growth to US$315.55 million and net income rising to US$46.07 million, while also affirming a US$0.33 per share dividend and updating on its share buyback program. Alongside its performance update, Dolby issued new earnings guidance for both the fourth quarter and the full fiscal year 2025, setting clear expectations for investors amid ongoing share repurchases. We'll explore how Dolby's...

Coterra Energy recently reported strong second quarter 2025 results, with revenue rising to US$1.97 billion and net income reaching US$511 million, driven by increased production of natural gas, oil, and NGLs. The company also raised its full-year 2025 production guidance for both natural gas and total equivalent output, reflecting improved operational performance and outlook. We'll examine how Coterra Energy's upgraded production outlook strengthens the company's investment case going...

Earlier this month, Staffbase announced a product integration with ServiceNow to bring ServiceNow’s digital workflows and AI capabilities directly into Staffbase’s mobile-first communications platform, further improving accessibility and engagement for all employees, including frontline and non-desk workers. This collaboration not only bridges potential gaps between digital systems and workforce adoption but also supports greater ServiceNow workflow adoption, workflow resolution speed, and...

Nomad Foods Limited recently reported its second-quarter 2025 earnings, revealing sales of €746.9 million and net income of €57.1 million, both lower than the previous year, and appointed Carey Dorman as an independent Board member. The company also lowered its full-year 2025 organic revenue outlook to between flat and a 2% decline, citing challenges impacting its financial performance. We’ll explore how the lowered full-year guidance signals shifting risks within Nomad Foods’ investment...

Guidewire Software recently launched its Niseko release, introducing advanced developer tools, automated data models for policy and claims, and the updated HazardHubWildfire Risk Score 3.0 for precision wildfire risk assessment. This release aims to help insurers achieve faster business insights and operational efficiency, while empowering developers with modular, update-safe customization capabilities. We'll explore how Niseko's automation and analytics features could influence Guidewire's...

Trimble Inc. recently completed a share repurchase of 700,009 shares for US$50 million, finalizing a buyback program initially announced in February 2025, while also releasing its second quarter results and raising full-year 2025 earnings guidance to revenue between US$3.48 billion and US$3.56 billion, with GAAP earnings per share of US$1.55 to US$1.70. As management raises its outlook and signals confidence in ongoing performance, the combination of buybacks and updated guidance reflects...

JD.com reported its second-quarter 2025 results on August 14, following a board meeting to approve unaudited financials for the period and an earnings call scheduled the same day. Analyst sentiment was influenced by updates on JD.com's user growth, supply chain innovations, and significant investments in Middle Eastern logistics, aligning with the firm's broader expansion plans. With investor focus heightened by anticipated Q2 results and Middle East expansion efforts, we’ll examine how...

PBF Energy recently reported a narrowed quarterly net loss for the second quarter of 2025, confirmed a quarterly dividend of US$0.275 per share payable on August 28, and updated its production guidance for the third quarter across its refinery network. The company's continued commitment to shareholder returns via dividends and operational updates comes as it prepares to present at Citi’s 2025 Natural Resources Conference in Las Vegas. We'll explore how PBF Energy's reinforced dividend and...

Earlier this month, Devon Energy reported second quarter results with revenues of US$4.28 billion and net income of US$899 million, while also raising its full-year 2025 oil production guidance to between 384,000 and 390,000 barrels per day. This signals the company’s confidence in its operational execution, supported by strong well productivity and a recent uptick in investor interest following these updates. We’ll now consider how Devon’s raised production guidance and strengthening...

Griffon Corporation recently reported third quarter results, which included a sizable US$243.6 million impairment charge, a quarterly net loss of US$120.1 million, and a reduction in full-year revenue guidance to US$2.5 billion. Alongside these challenges, the company continued its share repurchase efforts and affirmed its regular quarterly dividend, signaling ongoing shareholder return priorities despite operational headwinds. Given the substantial impairment charge and lowered revenue...

In August 2025, Freddie Mac announced the expansion of its CHOICEHome conventional financing program to include modern single-section factory-built homes, aiming to support greater housing affordability and provide lenders with innovative financing options. This development highlights Freddie Mac's increasing focus on innovative affordability solutions, opening the door for broader adoption of lower-cost factory-built housing across the market. We’ll explore how the expanded CHOICEHome...