U.S. Residential REITs Stock News

In August 2025, BrightSpring Health Services raised its full-year 2025 revenue guidance to a range of US$12.2 billion to US$12.6 billion and reported second quarter results showing strong revenue and net income growth, especially within its Specialty Pharmacy and Infusion services segments. An interesting element is that management cited robust performance across all service lines, attributing higher earnings guidance to efficiency initiatives and technology investments, even in the face of...

Eastman Chemical Company recently reported its second quarter 2025 results, disclosing a decline in both sales and net income compared to the previous year, with quarterly net income falling to US$140 million from US$230 million. Despite the earnings drop, the company continued shareholder returns, including a quarterly dividend of US$0.83 per share and the completion of a US$3.1 billion share buyback program begun in 2018. We’ll examine how the recent earnings miss impacts Eastman...

Vail Resorts recently launched Epic Friend Tickets for the 2025/26 season, allowing Epic Pass holders to offer friends and family 50% off lift tickets at 37 North American resorts, with a unique feature allowing the ticket cost to be applied toward a 2026/27 Epic Pass. The company also announced Epic Pass prices will rise after September 1, encouraging early purchases and potentially shifting seasonal buying patterns. We’ll explore how the dual-savings incentive with Epic Friend Tickets...

Pacira BioSciences recently reported a second quarter net loss of US$4.85 million despite slightly higher revenue year-over-year and narrowed its full-year 2025 revenue guidance to US$730 million–US$750 million. Alongside these financial results, the company completed a share buyback program and filed a US$57.35 million shelf registration, indicating a focus on both capital allocation and potential new equity offerings. We'll examine how the combination of widened losses and lowered revenue...

Insight Enterprises recently reported its second quarter 2025 results, detailing a decline in revenue to US$2.09 billion and a drop in net income to US$46.93 million, both lower than the previous year. The significant year-over-year decrease in profitability highlights operational and market challenges at a time when the company’s industry is experiencing rapid technological transformation. We’ll explore how these weaker-than-expected quarterly results may affect Insight’s long-term...

Earlier this month, Silgan Holdings announced that its Board of Directors declared a US$0.20 per share quarterly cash dividend, which will be paid on September 16, 2025, to shareholders of record as of September 2, 2025. This most recent dividend marks eighty-six consecutive quarters of cash dividend increases since 2004, highlighting the company's ongoing commitment to returning value to shareholders. We'll now examine how operational challenges, including the recent bankruptcy of a major...

PGIM, Prudential Financial’s asset management arm, recently announced the final close of PGIM Senior Loan Opportunities II, L.P. (PSLO II), a private credit fund that secured over US$4.2 billion in capital from a diverse group of global institutional investors. This fundraise underlines robust demand from institutional investors for private credit and highlights Prudential Financial's expanding influence in the direct lending sector. We'll explore how this substantial private credit...

Bragar Eagel & Squire, P.C. announced that a class action lawsuit was filed against Reddit, Inc. in the United States District Court for the Northern District of California on behalf of investors who acquired Reddit securities between October 29, 2024, and May 20, 2025, alleging misleading disclosures about the effects of Google's new AI-powered search changes on Reddit's traffic and advertising outlook. This development follows a period of analyst downgrades and highlights how emerging...

MetLife, Inc. has announced its second quarter 2025 results, reporting a year-over-year decline in both revenue and net income, and shared updates on recently completed share repurchase programs totaling US$650 million and covering 1.23% of its outstanding shares. While earnings softened from the previous year, the pace and magnitude of MetLife's buybacks highlight the company's ongoing commitment to capital return even during periods of earnings pressure. We'll explore how the sizeable...

StepStone Group Inc. reported first quarter 2025 earnings, showing revenue of US$364.29 million, up from US$186.4 million a year ago, but swung to a net loss of US$38.42 million compared to net income in the prior year. The company's significant revenue growth was offset by deteriorating profitability, and it announced a quarterly cash dividend of US$0.28 per share. We'll explore how the shift from profit to loss, despite higher revenue, shapes StepStone Group's current investment...

LivaNova PLC recently announced its second quarter 2025 results, revealing sales of US$352.52 million and net income of US$27.16 million, both up from the previous year, along with increased full-year revenue growth guidance. This combination of improved financial performance and a more optimistic outlook suggests management’s confidence in ongoing growth, even as the company recorded a large net loss over the first half of the year. We’ll now examine how stronger quarterly earnings and a...

UnitedHealth Group recently announced that Wayne S. DeVeydt will be appointed chief financial officer, effective September 2, 2025, with current CFO John F. Rex transitioning to a strategic advisor role to the CEO on the same date. This executive change brings in a leader with deep operational and financial experience in the healthcare sector, which could shape the company’s approach to financial management and future initiatives. We will explore how the addition of a new CFO with an...

Ingevity Corporation recently reported its second quarter 2025 financial results, showing sales of US$365.1 million and a net loss of US$146.5 million, while also maintaining its full-year earnings and sales guidance of US$1.25 billion to US$1.40 billion. Despite ongoing challenges, including year-over-year declines in revenue and losses, the company narrowed its quarterly losses and reaffirmed its confidence in future performance by upholding its prior guidance. We'll explore how Ingevity's...

Solventum Corporation recently reported its second quarter 2025 earnings, showing revenue of US$2,161 million and net income of US$90 million, both slightly higher than the prior year. Alongside these results, the company raised its full-year 2025 guidance for organic sales growth, reflecting increased expectations and management confidence in upcoming performance. We'll explore how Solventum's upgraded full-year guidance could impact its outlook and reinforce confidence in ongoing business...

On August 11, 2025, Littelfuse announced that Dr. Karim Hamed took over as Senior Vice President and General Manager of its Semiconductor Business, replacing Chad Marak. Dr. Hamed’s extensive background in industrial and communications semiconductors highlights the company’s focus on advancing leadership within its Electronics Segment. We'll examine how Dr. Hamed’s semiconductor expertise could influence Littelfuse’s evolving investment narrative and sector positioning. This technology...

Autohome Inc. recently announced its second-quarter 2025 results, reporting revenue of CNY 1.76 billion and net income of CNY 398.87 million, alongside the completion of a major share buyback totaling approximately US$142.4 million for 4.44% of shares outstanding. An interesting insight is that while sales figures increased year-on-year, both revenue and net income declined, highlighting shifts in the company's earnings composition and cost dynamics during this period. We’ll explore how...

Earlier this month, Align Technology announced a planned US$200 million share repurchase as part of its broader US$1.0 billion buyback program, alongside filing a US$4.75 billion shelf registration for common stock related to its ESOP offering. This combination of capital return and employee-focused initiatives highlights management's confidence in the long-term strategy, amid recent operational and market challenges. We'll examine how Align Technology's recently announced share repurchase...

Arrow Electronics recently reported its second quarter 2025 results, showing sales of US$7.58 billion and net income of US$187.75 million, both rising from a year ago; the company also provided guidance for the upcoming quarter and announced progress on its share buyback program. One interesting detail is that Arrow Electronics has now repurchased 35.48% of its shares since 2021, highlighting management's continued commitment to returning capital to shareholders. We'll explore how Arrow...

DLocal Limited recently reported strong second quarter earnings and raised its 2025 revenue guidance, citing robust business momentum and updated leadership with Guillermo López Pérez appointed as CFO. The company highlighted growing sales in the first half of 2025 and reaffirmed its commitment to operational excellence and leadership depth. The combination of these operational and leadership updates signals a focus on scaling expertise to address rising market opportunities and operational...

Carlisle Companies announced in early August 2025 that its Board of Directors approved a 10% increase in the regular quarterly dividend from US$1.00 to US$1.10 per share, payable on September 2, 2025, to shareholders of record as of August 19, 2025. This marked dividend increase highlights Carlisle's confidence in its financial position and underlines its ongoing focus on rewarding shareholders through higher cash returns. We’ll assess how this dividend boost potentially strengthens...

Ladder Capital recently reported second-quarter results that exceeded earnings expectations, with the company fully covering its dividend and improving its payout metrics. A key development was Ladder Capital’s shift from commercial real estate loans to securities, which has enhanced its portfolio diversification and reduced profit risk. We'll assess how Ladder Capital’s improved dividend coverage and portfolio diversification could influence its longer-term investment story. Find companies...

Safehold Inc. recently reported its second quarter and first half 2025 earnings, highlighting quarterly revenue of US$93.84 million and net income of US$27.95 million, both slightly higher and lower respectively compared to the same period last year. The company’s modest year-over-year revenue growth contrasted with a small decrease in earnings per share, offering a mixed view on operational progress amid emerging market opportunities. To assess the impact of this modest earnings decline,...

On August 4, 2025, Tidewater Inc. announced second quarter earnings showing higher net income and earnings per share, introduced a US$500 million share repurchase program with no expiration date, and reaffirmed its full-year 2025 revenue guidance of US$1.32 billion to US$1.38 billion. Management also highlighted an ongoing focus on mergers and acquisitions, signaling confidence in their ability to fund both acquisitions and buybacks while maintaining balance sheet discipline. We’ll examine...

General American Investors Company, Inc. recently announced its half-year earnings for the period ended June 30, 2025, reporting US$12.56 million in revenue and net income of US$150.38 million. In addition, the company's Board has welcomed Sarah M. Ward, an experienced attorney and financial industry leader, highlighting a focus on board expertise and governance. We'll examine how Sarah M. Ward's appointment to the board may influence General American Investors Company's investment narrative...