U.S. Retail REITs Stock News

Merck (MRK) is back in focus after a Phase 3 study of intismeran autogene with Keytruda met its primary endpoints in melanoma, validating meaningful clinical benefits and reshaping how investors think about the stock’s long term opportunity. Merck’s recent melanoma data hit just as momentum in the stock has picked up, with a 30 day share price return of 17.08% and a 90 day share price return of 27.70% contributing to a 1 year total shareholder return of 88.20% from a last close of US$153.10...

What Hormel Foods’ Latest Earnings Tell You Hormel Foods (HRL) has just reported third quarter results that give investors fresh data to assess the stock. Sales were US$2,961.33 million, with net income of US$59.57 million and earnings per share of US$0.11. Hormel Foods’ latest results land against a weak recent trend in the stock, with a 30 day share price return of down 8.98% and a 1 year total shareholder return of down 14.02%. The 3 and 5 year total shareholder returns of down 32.35% and...

Nucor (NUE) is back in focus after filing an omnibus shelf registration that covers debt, common stock and preferred stock, a flexible funding tool that follows recent expansion and earnings updates. Nucor's share price has been firming, with 1-day and 7-day share price returns of 2.12% and 1.63% respectively. The year-to-date share price return of 49.23% and 1-year total shareholder return of 70.42% indicate that momentum has been building around its recent expansion, earnings and financing...

Moderna (MRNA) is back in focus after releasing positive Phase 3 topline results for intismeran autogene, its individualized mRNA cancer therapy, in combination with Merck’s KEYTRUDA in resected high risk melanoma. For investors, the positive Phase 3 data arrives after a period of sharp volatility in Moderna’s stock. The latest US$149.66 share price comes after a 1 month share price return of 169.03% and a year to date share price return of 384.96%. The 1 year total shareholder return of...

SEI Investments stock performance snapshot SEI Investments (SEIC) has drawn investor attention after a period of strong share price performance, with the stock last closing at $110.78 and recording gains over the past week, month and past 3 months. Over a longer stretch, SEI Investments has paired this recent momentum with a 33.45% year to date share price return and a 23.86% one year total shareholder return, alongside multi year total shareholder returns of 84.78% over three years and...

Xylem (XYL) is back in focus after the company announced that Andrea van der Berg will become Chief Financial Officer on September 1, 2026, as part of a broader leadership refresh. The Xylem share price closed at US$113.42 on the latest trading day and has been under pressure this year, with the year to date share price return down 17.28% and the 1 year total shareholder return down 20.25%. However, the 3 year total shareholder return of 13.75% points to a more constructive longer term...

Fresh optimism around Hewlett Packard Enterprise (HPE) is building after recent analyst reports pointed to a potential earnings beat, with upward consensus EPS revisions and a favorable Zacks Rank drawing investors’ attention to the stock. Hewlett Packard Enterprise’s recent earnings optimism and increased visibility around its ProLiant server offerings, including the Newegg webinar on August 26, sit alongside powerful price momentum. The share price is up strongly over the past month and...

Axon Enterprise stock has delivered very strong gains over the past five years, yet current valuation checks suggest investors are now paying a rich price relative to an intrinsic value estimate and the broader set of metrics. Axon Enterprise has returned 234.4% over the past five years, which puts extra focus on whether today’s price still leaves enough room for long term returns to match that history. The company’s recurring revenue model and focus on public safety software can support...

In August 2026, EPAM Systems announced a collaboration with Wiz, now part of Google Cloud, joining the Wiz Partner Alliance to pair Wiz’s AI Application Protection Platform with EPAM’s AI-native engineering and cloud modernization capabilities across multi-cloud environments. This alliance is designed to move clients beyond simple risk detection by embedding Wiz’s context-rich cloud security intelligence directly into EPAM-led remediation, architecture and application modernization programs...

Carter’s, Inc.’s board recently declared a past quarterly dividend of US$0.25 per share, payable on September 25, 2026, while the brand also expanded its reach as DoorDash’s largest kids’ apparel assortment for rapid back-to-school delivery across the U.S. These moves, combined with a recent earnings beat and higher guidance, highlight how Carter’s is using marketing, productivity gains, and new distribution channels to reinforce its kids’ apparel franchise. We’ll now explore how Carter’s...

Leonardo DRS (DRS) is drawing fresh attention after announcing an alliance with UAE based Space42 on AI supported national security communications, alongside a successful U.S. Government test of its SGT STOUT M SHORAD system. Despite the alliance news, Leonardo DRS shares have come under pressure, with a 30 day share price return down 20.33% and a 90 day share price return down 20.26%. However, the year to date share price return is 10.98% and the three year total shareholder return is...

In Q2 2026, Sound Shore Fund highlighted Southwest Airlines in its investor letter, pointing to management’s recent rollout of premium services such as extra legroom, preferred seating, and new checked bag fees aimed at improving margins. The fund’s commentary underscored how these changes could help Southwest better price its offering and work toward restoring returns closer to its historical standards, including an internally estimated earnings power of about US$6.00 per share. We’ll now...

Arcutis Biotherapeutics stock has produced very strong 3 year gains, yet the current market multiples screen it as overvalued and the broader valuation checks point to a mixed picture rather than a clear bargain. For investors, that raises the question of how much of Arcutis Biotherapeutics' recent success is already reflected in the US$25.14 share price. Over the past 3 years Arcutis Biotherapeutics has returned about 181.5%, which puts recent weakness into context and suggests expectations...

Sportradar Group AG and Euroleague Basketball have extended their data and audiovisual betting rights agreement, securing exclusive global distribution of official Euroleague Basketball data and AV betting content for more than 650 games annually through the 2030–31 season, while maintaining integrity services such as AI-driven bet monitoring and anti–match-fixing education. The renewal deepens Sportradar’s role at the center of Euroleague’s betting and fan engagement ecosystem, supporting...

Recently, analysts raised their earnings estimates for Rambus and the stock received a Zacks Rank #2 (Buy), reflecting stronger confidence in its earnings profile. This broad analyst agreement on higher earnings expectations highlights how closely Rambus’s investment case is now tied to its earnings momentum and estimate revisions. Next, we’ll examine how this upward shift in earnings estimates and Zacks ranking feeds into Rambus’s existing investment narrative and risks. Invest in the...

Eli Lilly (NYSE: LLY) reported new independent real-world evidence that its obesity treatment Zepbound (tirzepatide) is linked to lower overall healthcare costs for adults over 55 with obesity. The analysis indicates these cost savings appear as early as 12 months after starting Zepbound treatment in this older patient group. The findings focus on total healthcare spending rather than drug costs alone and suggest a potential economic advantage for Zepbound in routine clinical use. The...

American Electric Power Company recently submitted detailed post-conference comments to the Federal Energy Regulatory Commission urging modernization of PJM Interconnection’s governance, arguing that current stakeholder and filing structures delay timely, technically sound decisions needed to maintain reliability, affordability, and to bring new generation online quickly. AEP’s push for an advisory stakeholder model, stronger Board independence, and a limited collective state filing...

Trade friction between the U.S. and Canada has moved from headline noise to a real risk for cross border supply chains, including fertilizer and potash. Tariffs and the threat of export taxes on key commodities could reshape where producers win or lose, and that shift may create pockets of opportunity for investors who move early. This article walks through three fertilizer stocks tied to this story and what their exposure to the latest policy moves might mean for you. The three stocks in...

Why the Janus microreactor award matters for BWX Technologies stock BWX Technologies (BWXT) was selected to deploy its BWXT Advanced Nuclear Reactor at Fort Campbell under the U.S. Army Janus program, bringing fresh attention to the stock after this defense focused microreactor award. The Janus award lands after a mixed stretch for BWX Technologies shareholders. The 1 month share price return is down 13.24% and the year to date share price return is down 15.78%. However, the 5 year total...

PENN Entertainment (PENN) is committing about $195 million to shift its Boomtown Casino & Hotel New Orleans riverboat operations onto adjacent land, rebranding the complex as Hollywood Casino New Orleans, pending regulatory approval. For context, PENN Entertainment’s share price has pulled back in the short term, with a 30 day share price return of down 15.72% and a 90 day share price return of down 8.18%. The year to date share price return of 20.20% contrasts with a 1 year total shareholder...

Deutsche Bank’s downgrade of Novo Nordisk (NVO) to Sell after mixed second quarter earnings has refocused attention on the stock, with investors weighing prescription trends and obesity pipeline updates against recent share price weakness. Novo Nordisk’s share price closed at US$47.19, with the 1 day share price return down 3.02% after the downgrade, adding to a year to date share price decline of 9.93% and a 1 year total shareholder return decline of 13.54%, which indicates weakening...

Amkor Technology recently reported strong second-quarter 2026 results, with double-digit year-over-year revenue growth across computing, automotive, industrial, and communications, underpinned by rising demand for advanced packaging and AI data center applications. The company also highlighted deepening partnerships with TSMC and NVIDIA and ongoing capacity expansion, including an advanced packaging and test facility in Arizona targeted to begin production in 2028, underscoring its role in...

Newmont stock has delivered a very large 3 year gain, yet current valuation checks show a more balanced picture, with the intrinsic value estimate pointing to roughly fair pricing while earnings based multiples lean cheaper. The share price has returned 253.6% over 3 years, which puts extra focus on whether recent gains already reflect the company’s fundamentals. Supportive gold prices and recent corporate developments such as the Jupiter Project earn in agreement and a board appointment...

Veralto stock has slipped over the past year, yet valuation checks send mixed signals. A Discounted Cash Flow (DCF) estimate points to undervaluation, while market multiples suggest the shares are priced on the rich side. For investors, that split raises questions about how to weigh Veralto’s cash flow outlook against what the market is currently willing to pay for its earnings. Veralto has declined 7.6% over the past year, which may make the stock look more interesting to value focused...