U.S. Residential REITs Stock News

In recent days, the board of the Independent Development Trust (IDT) announced it is prioritizing transparency and accountability amid ongoing investigations into governance and unfinished social infrastructure projects, including a halted R173 million boarding school in the Northern Cape. The board’s active response to public and regulatory scrutiny underscores mounting external pressure to safeguard public funds and restore credibility during this period of review. We’ll examine how...

CSG Systems International recently reported its second-quarter 2025 earnings, showing revenue of US$297.13 million and confirming its full-year guidance with expected revenue between US$1.21 billion and US$1.25 billion. Steady contributions from Europe, the Middle East, Africa, and Asia-Pacific helped support the company’s stable financial outlook despite profit declines compared to the previous year. We’ll examine how confirmed full-year guidance and continued international revenue strength...

Mondelez International recently disclosed that CEO Dirk Van de Put and CFO Luca Zaramella will join a fireside chat at the Barclays Global Consumer Staples Conference on September 3, 2025, and announced new rounds of price increases to manage intense cocoa cost inflation in North America and emerging markets. This announcement highlights Mondelez's reliance on pricing power to offset rapidly rising input costs, as well as management’s focus on transparent investor engagement. We'll explore...

Vaxcyte reported its second quarter and half-year 2025 financials, recording a net loss of US$166.57 million and US$307.29 million, respectively, both wider than the same periods last year. This marks a continued trend of increasing basic loss per share from continuing operations, which reached US$1.22 in Q2 and US$2.26 for the first half of 2025. We'll explore how rising net losses add complexity to Vaxcyte’s investment narrative, especially as the company’s development costs remain in...

Lennox International Inc. recently reported second quarter results that showed both revenue growth and a 14.5% increase in adjusted earnings per share compared to the prior year. This marks the fourth consecutive quarter that Lennox International has surpassed consensus earnings estimates, signaling a period of consistently strong financial performance. We’ll now explore how Lennox’s consistent earnings outperformance may influence the company’s future outlook and investment narrative. We've...

Following the release of the July Consumer Price Index (CPI) report last week, which showed annual inflation steady at 2.7% and matched expectations, market confidence grew as the likelihood of a Federal Reserve interest rate cut jumped above 94%. Additional momentum was fueled by the National Federation of Independent Business (NFIB) Small Business Optimism Index reaching a five-month high, driving increased optimism and gains across IT services, staffing, and manufacturing sectors. With...

First Hawaiian reported steady second-quarter growth driven by higher net interest margins, strong expense management, and lower provision expenses, with CEO Bob Harrison noting broad-based business improvements and the impact of a favorable California tax law change. This tax benefit supported results without distorting underlying trends, while management indicated a continued priority toward organic expansion, dividends, and share repurchases alongside a cautious approach to potential...

Invitation Homes Inc. recently announced that its operating partnership has priced a public offering of US$600 million in 4.950% Senior Notes due 2033, with the notes fully and unconditionally guaranteed by the company and its subsidiaries. Investor interest has heightened, as options market activity suggests expectations of significant movement in Invitation Homes shares around the time of the bond offering. We'll explore how the new US$600 million senior notes issuance could impact...

Integra LifeSciences Holdings recently reported second-quarter results showing relatively flat sales at US$415.61 million, alongside a very large net loss of US$484.07 million, and updated its revenue guidance for both the third quarter and full year 2025. This combination of a significant swing to net loss, despite expectations for moderate revenue growth ahead, highlights ongoing operational and financial challenges for the company in a competitive sector. With revenue guidance pointing to...

Between March 30 and June 28, 2025, Hologic completed the repurchase of 667,618 shares for US$35.62 million, bringing total buybacks under its September 2024 program to nearly 8 million shares at a cost of US$562.74 million. The company’s outlined plans to drive a rebound in its Breast Health business, reorganize its sales force, and launch its advanced Envision gantry in 2026 highlight a focus on operational improvement and technological innovation. We'll explore how Hologic's renewed...

LKQ Corporation recently participated in the J.P. Morgan Auto Conference in New York, following several stocks being impacted by investor optimism after a steady Consumer Price Index reading and renewed expectations for Federal Reserve interest rate cuts. This period of heightened investor sentiment resulted from macroeconomic news rather than any company-specific disclosures or fundamental operational updates from LKQ itself. We'll examine how expectations for potential interest rate cuts...

C.H. Robinson Worldwide recently announced a regular quarterly cash dividend of US$0.62 per share, appointed Edward Feitzinger to its board, and reported strong second quarter results featuring margin expansion driven by disciplined cost control and digital transformation efforts. The company's focus on automation and artificial intelligence in logistics was highlighted as a key driver for both operating margin improvements and sustained analyst confidence, even as freight volumes...

NovoCure recently reported strong fiscal Q2 2025 results, surpassing revenue expectations with increased active patient numbers across major markets and signaling business momentum. Despite early mixed signals in the Optune Lua launch for non-small cell lung cancer, the continued growth in prescriptions and active patients highlights ongoing potential for broader market expansion. We’ll examine how the higher active patient count reported this quarter could shift the investment narrative for...

Tri Pointe Homes, Inc. has opened its first community in Utah, Polaris at Terraine in West Jordan, marking the company's entrance into the state and launching a broader plan to open five new communities across Salt Lake, Utah, and Wasatch counties. This expansion leverages Utah's long-standing strong economic outlook and responds to local housing supply constraints by offering premium, highly personalized homes with a design-focused approach, including collaborations with well-known...

Chewy is set to report quarterly earnings, with analysts anticipating an earnings per share of US$0.33, reflecting a 37.5% increase compared to the same period last year. This heightened expectation, supported by positive analyst sentiment and an elevated Zacks Rank position, highlights growing optimism about Chewy’s near-term financial performance. We'll examine how the anticipated strong year-over-year earnings growth influences Chewy's overall investment narrative. The end of cancer?...

In recent days, Burlington Stores crossed above its 20-day moving average, while analysts revised earnings estimates upward and maintained a constructive outlook on the company. This signals rising investor confidence, as improvements in both technical indicators and analyst expectations point to stronger near-term sentiment for Burlington Stores. To understand the potential impact of these positive earnings revisions, we'll evaluate how they could reshape Burlington Stores' investment...

In August 2025, Verb Technology Company, Inc. announced a transformation into the first publicly traded company focused on Toncoin, closing a very large US$558 million private placement led by top institutional and crypto-focused investors, appointing a new executive team, restructuring its board, and launching a one-year media campaign to promote its TON Digital Asset Strategy. This marks a fundamental pivot in the company's business model and direction, reflecting an alignment with digital...

Earlier this quarter, Baron Funds disclosed in its latest investor letter that it increased its holdings in Blackstone Mortgage Trust after encouraging meetings with the company's management team. This decision highlights the perceived strength stemming from Blackstone Mortgage Trust's sponsorship by Blackstone Inc. and its access to a global real estate credit platform. We'll explore how Baron Funds' public endorsement and focus on management confidence could shape Blackstone Mortgage...

Shares of Meritage Homes rose after investors grew more optimistic about the housing sector on signs of steady inflation and continued trade stability between the U.S. and China. While this optimism has benefited the sector as a whole, Meritage recently reported declining profitability and backlogs, reflecting a cautious stance among both homebuyers and builders despite broader economic tailwinds. We'll explore how positive expectations for lower interest rates could impact Meritage Homes'...

VeriSign recently reported 5.9% revenue growth, underpinned by stronger domain registration trends and higher renewal rates, especially in the Asia-Pacific region. The company expanded its share repurchase authorization to US$1.5 billion and distributed US$235 million to shareholders through dividends and buybacks in the past quarter. We’ll explore how the expanded share buyback program could influence VeriSign’s overall investment narrative and future direction. Uncover the next big thing...

On August 5, 2025, Gleim Exam Prep announced a partnership with Wiley to launch the Gleim Kieso Course Companion, integrating Gleim's CPA review resources with Wiley's Kieso "Intermediate Accounting" and WileyPLUS platform for classroom and CPA exam preparation. This collaboration brings over 460 CPA FAR multiple-choice questions and more than 200 exam-quality simulations directly into academic settings, creating a seamless bridge between traditional coursework and career-readiness for...

FirstCash Holdings, Inc. recently reported strong financial performance for the second quarter of 2025, with GAAP earnings per share up 24% and adjusted EPS up 31% year over year. The company also signaled future growth potential with news that its acquisition of H&T Group plc is expected to close later this month, enhancing its market reach and operational capabilities. We’ll explore how FirstCash Holdings’ robust earnings momentum and upcoming H&T Group acquisition shape its investment...

Over the past year, multiple Westinghouse Air Brake Technologies insiders, including CEO, President & Director Rafael Santana, sold a significant amount of shares, with US$9.8 million sold by Santana alone and total insider sales of US$7.1 million in the past three months. Insiders have not made any purchases over the last year, and while they still own substantial stakes in the company, the ongoing selling may signal hesitancy within management ranks. We will explore how this insider...

Globoplay, Brazil's largest video streaming platform, has announced it is using Harmonic's VOS360 Media SaaS technology to deliver over 300 live matches of the 2025 Campeonato Brasileiro Série A football championship, highlighting advanced low-latency streaming capabilities. This collaboration places Harmonic at the center of a high-profile Latin American sports media event, broadening its international footprint and showcasing its expertise in large-scale live streaming solutions. We'll...