U.S. Retail REITs Stock News

Evergy, Inc. has already reported first-quarter 2026 results, with revenue rising to US$1,443.7 million and net income to US$151.5 million, alongside reaffirmed earnings guidance and a quarterly dividend of US$0.6950 per share payable in June. The company also signed a fifth large customer electric service agreement tied to data center and other big-load users, underpinning its expectation of very large long-term retail load growth and influencing its evolving generation mix toward more...

Key snapshot for Chimera Investment Chimera Investment (CIM) has drawn attention after recent share performance data, with the stock last closing at US$13.54 and showing mixed returns over the past week, month and past 3 months. See our latest analysis for Chimera Investment. Recent trading has been choppy, with a 1-day share price return of -0.66% and a 7-day share price return of -1.53%. At the same time, the 1-year total shareholder return of 19.27% and 3-year total shareholder return of...

In early May 2026, Victoria’s Secret & Co. disclosed that activist investor BBRC International launched a proxy contest urging shareholders to withhold votes from two board nominees and oppose executive pay, while the company’s board defended its record, rejected BBRC Chairman Brett Blundy as a director candidate over multiple risk concerns, and confirmed its short-term rights plan will lapse on May 18, 2026. The board highlighted a very large total shareholder return since appointing CEO...

In early May 2026, Shake Shack reported first-quarter revenue of US$366.74 million, up from US$320.90 million a year earlier, but swung from a net income of US$4.25 million to a small net loss and announced longtime restaurant finance executive Michelle Hook as its incoming Chief Financial Officer. At the same time, Shake Shack continued to push its growth agenda with its largest-ever first-quarter new-restaurant openings, plans for 60 to 65 company-operated openings in 2026, the upcoming...

Tompkins Financial Corporation recently reported first-quarter 2026 net income of US$26.1 million, up from US$19.7 million a year earlier, supported by stronger net interest income and a lower provision for credit losses following the October 2025 sale of its insurance subsidiary. The company also appointed Phillip M. Quintana as Executive Vice President, effective April 27, 2026, and President-Elect of Tompkins Community Bank, signaling a leadership transition that aligns with its more...

Agilysys stock performance snapshot With no single headline event driving Agilysys (AGYS) today, investors are instead looking at how the hospitality software specialist has traded recently, comparing its month and past 3 months returns with its longer multi year record. See our latest analysis for Agilysys. Recent trading has been volatile, with a 6.37% 1 day share price return and 13.85% 7 day share price return contrasting with a 36.86% decline year to date and a 9.43% 1 year total...

D-Wave Quantum (QBTS) is back in focus after its Q1 2026 earnings date and Qubits Europe 2026 conference plans drew attention to bookings, recent contracts, and how its quantum technology is being commercialized. See our latest analysis for D-Wave Quantum. D-Wave Quantum’s share price has been volatile, with a 60.04% 1 month share price return and an 8.43% 7 day share price return. However, a 21.83% year to date share price decline contrasts with a very large 3 year total shareholder return,...

Liberty Global Ltd. has reported its first-quarter 2026 results, with sales rising to US$1,274.6 million and net income reaching US$337.8 million, compared with a net loss a year earlier. This move from a very large loss to positive earnings per share from continuing operations suggests a meaningful shift in the company’s recent operating performance. Next, we will examine how this return to quarterly profitability could affect Liberty Global’s investment narrative built around fiber and...

Insider moves and governance shifts put First American Financial (FAF) in focus First American Financial (FAF) is drawing attention after Q1 earnings exceeded forecasts, followed by analysts lifting expectations and the Executive Chairman canceling unvested equity awards to avoid potential dilution. Investors are also watching insider activity, including Senior Vice President and Chief Legal Officer Lisa W. Cornehl’s recent sale of 5,823 shares, along with her remaining direct holdings and...

In early May 2026, Chesapeake Utilities Corporation reported first-quarter 2026 results showing higher sales of US$363 million, revenue of US$353.1 million, and net income of US$59.3 million, alongside an increase in diluted earnings per share from continuing operations to US$2.47 compared with a year earlier. At the same time, the company’s board approved a 7.3% increase in the quarterly dividend to US$0.735 per share, reinforcing its long-standing pattern of uninterrupted and annually...

In early May 2026, Fortinet reported first-quarter revenue of US$1,849.6 million and net income of US$534.5 million, both higher than a year earlier, while also launching new FortiGate G series firewalls and FortiOS 8.0 to address AI-driven security needs across data centers and distributed networks. The combination of stronger profitability and AI-focused product expansion, supported by custom ASIC acceleration and integrated threat intelligence, highlights Fortinet’s push to secure rising...

In early May 2026, OSI Systems, Inc. reported third-quarter revenue of US$453.25 million and nine‑month revenue of US$1.30 billion, alongside slightly lower quarterly earnings, while reiterating its fiscal 2026 revenue guidance range of US$1.83 billion to US$1.87 billion. The combination of revenue growth, compressed margins, unchanged full‑year earnings guidance, and insider share sales has drawn attention to the company’s profitability trajectory and cost discipline. With profitability...

Avis Budget Group reported past first-quarter 2026 results with sales of US$2,530 million, a net loss of US$283 million, and a smaller loss per share than a year earlier. Management’s emphasis on record vehicle utilization, tighter fleet discipline, and a higher full-year adjusted EBITDA outlook points to a sharper focus on efficiency over sheer rental volume. We’ll now explore how this efficiency-led guidance upgrade may reshape Avis Budget Group’s existing investment narrative built around...

Recent commentary from Baron Capital and a maintained Buy rating from Citigroup have pushed Waystar Holding (WAY) back into focus, as Q1 2026 results highlighted its AI-driven revenue cycle management platform and financial performance. See our latest analysis for Waystar Holding. Despite a 5.58% 1 day share price return bringing the stock to $21.01, the 30 day share price return of 8.09% and year to date share price return of 33.03% point to fading momentum. At the same time, the 1 year...

Earnings and dividend update for Republic Services stock Republic Services (RSG) drew fresh attention after reporting first quarter 2026 earnings, with higher sales, net income and earnings per share, alongside confirming its regular quarterly dividend. For the quarter ended March 31, 2026, Republic Services reported sales of US$4,113 million compared with US$4,009 million a year earlier. Net income was US$525 million versus US$495 million, with basic and diluted earnings per share from...

In early May 2026, West Pharmaceutical Services, Inc. reported first-quarter results that exceeded earnings and revenue expectations, alongside routine annual meeting outcomes including director elections, advisory approval of executive pay, and ratification of its auditor. An investor proposal to require an independent board chair failed, while directors collectively received new restricted stock unit grants that further align their compensation with future company performance. We’ll now...

InnovAge Holding (INNV) has drawn fresh attention after reporting third quarter results and lifting its fiscal 2026 revenue outlook to US$950 million to US$975 million, while quarterly net loss widened due to higher legal and litigation expenses. See our latest analysis for InnovAge Holding. The stock has cooled slightly after the earnings and guidance update, with a 1-day share price return of 0.49% decline and a 7-day share price return of 0.86% decline. However, the year-to-date share...

Q1 2026 earnings event reshapes the story Old Second Bancorp (OSBC) just posted Q1 2026 results that combine higher net income, a completed acquisition that expanded assets and footprint, and a clear rise in credit costs tied to problem loans. See our latest analysis for Old Second Bancorp. At a share price of $21.08, Old Second Bancorp has a year to date share price return of 8.21%. Its 1 year total shareholder return of 27.57% and 3 year total shareholder return of 95.98% point to momentum...

In early May 2026, Zacks highlighted Credicorp as holding a Rank #2 (Buy) with a Value grade of A, pointing to attractive valuation metrics such as Forward P/E, P/B, and P/CF that suggest the stock may currently be undervalued. An interesting angle for investors is how this recognition of Credicorp’s valuation and earnings outlook frames it as a potentially strong value-oriented financial services play, particularly given its diversified operations across banking, insurance, and health...

One of the biggest stories of last week was how Installed Building Products, Inc. ( NYSE:IBP ) shares plunged 25% in...

With inflation readings still elevated in many countries, bond yields reacting to every policy hint and trade flows shifting across regions, it is easy to feel stuck on the sidelines. One way to cut through the noise is to focus on founder-led companies where leadership has real skin in the game and capital is used carefully. This screener does exactly that, filtering for businesses where founders are still in charge and closely aligned with shareholders. In this article, you will see three...

Atmus Filtration Technologies (ATMU) is back in focus after reporting first quarter 2026 results, with higher sales and net income than a year ago, and reaffirmed full year 2026 earnings guidance. See our latest analysis for Atmus Filtration Technologies. The reaffirmed 2026 guidance and recent buyback activity come against a mixed trading backdrop, with a 1 day share price return of 1.09%, a 7 day share price decline of 13.50%, a year to date share price return of 4.64%, and a 1 year total...

In early May 2026, MACOM Technology Solutions Holdings reported fiscal second-quarter sales of US$288.96 million and net income of US$46.33 million, with earnings per share rising on both a basic and diluted basis versus a year earlier. The company coupled this strong quarter with raised data center growth expectations, record backlog across all three end markets, and a balance sheet bolstered by retiring US$161 million of convertible notes and committing fresh investment into IQE to secure...

Safehold Inc. recently reported first-quarter 2026 results, with sales rising to US$30.02 million from US$21.38 million a year earlier, while net income was US$28.86 million, slightly below the prior-year US$29.36 million, and basic and diluted EPS both came in at US$0.40 versus US$0.41. In the same period, Safehold completed a US$7.00 million repurchase of 436,328 shares, retiring about 0.61% of its share count and subtly reshaping its capital structure alongside higher quarterly...