NYSE:GTY
NYSE:GTYRetail REITs

Will Rising Revenue and Lower Profit Change Getty Realty's (GTY) Dividend Narrative?

Getty Realty Corp. recently reported its second quarter 2025 earnings, showing increased revenue to US$53.26 million and announcing a US$0.47 per share cash dividend for October 2025. While revenue and sales rose compared to the prior year period, net income and earnings per share from continuing operations declined, highlighting changing profitability dynamics. We’ll examine how Getty’s continued dividend payout signals management’s confidence in supporting shareholder returns and shapes...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Did Agilysys' (AGYS) Upgraded Subscription Growth Guidance Just Shift Its Long-Term Revenue Narrative?

On July 21, 2025, Agilysys, Inc. reported first-quarter revenue of US$76.68 million and announced updated fiscal year 2026 guidance, raising its full-year subscription revenue growth target to 27% year-over-year while maintaining total revenue expectations between US$308 million and US$312 million. An interesting point is that the company’s updated subscription growth guidance excludes material revenue from a major property management system project currently underway, highlighting the...
NasdaqGS:FIZZ
NasdaqGS:FIZZBeverage

How Strong LaCroix Launches and Q4 Outperformance at National Beverage (FIZZ) Has Changed Its Investment Story

National Beverage Corp. reported stronger-than-expected Q4 2025 revenue and highlighted robust volume performance, buoyed by the recent launch of new LaCroix variants earlier this year. This product innovation appears to be helping the company overcome headwinds in a difficult consumer landscape, demonstrating adaptability to shifting market conditions. We’ll explore how new LaCroix offerings are shaping National Beverage’s investment narrative amid evolving consumer preferences. Find...
NasdaqCM:COOP
NasdaqCM:COOPDiversified Financial

Is Mr. Cooper Group's (COOP) Profitability Slump Hinting at a Shift in Growth Priorities?

Mr. Cooper Group reported second quarter 2025 results, with revenue rising to US$608 million from US$583 million in the previous year, while net income fell slightly to US$198 million from US$204 million; earnings per share were also marginally lower. An interesting aspect is that, despite higher revenue, the company’s net income and profitability for the first six months of 2025 were lower compared to the same period last year, with no share buybacks occurring during the quarter. Given the...