U.S. Retail REITs Stock News

NRSInsights data on April same-store sales and transaction values has put a spotlight on IDT (IDT), as investors weigh how this retail activity feeds into the company’s broader communications and fintech operations. See our latest analysis for IDT. At a share price of $52.16, IDT has a 30 day share price return of 5.01% and a 90 day share price return of 6.38%, while the 1 year total shareholder return is down 9.36% and the 5 year total shareholder return is up 103.87%. This indicates that...

In May 2026, Terex Corporation reported first-quarter 2026 results showing sales of US$1,734 million, up from US$1,229 million a year earlier, but a net loss of US$89 million versus prior net income of US$21 million, alongside no share repurchases under its July 2025 authorization and completion of a US$117.16 million buyback launched in December 2022. This combination of stronger revenues with a shift to loss-making operations, plus a pause on the newer repurchase plan, raises fresh...

H&R Block (HRB) has jumped back into focus after third quarter earnings, with higher revenue and net income supported by a tax benefit and buybacks, a raised 2026 outlook, and ongoing dividend support. See our latest analysis for H&R Block. The strong third quarter update, outlook upgrade and dividend affirmation have come after a weaker start to the year, with the share price still down about 15% year to date despite a 21% 30 day share price gain and a much stronger 3 and 5 year total...

Casey's General Stores (CASY) is pushing deeper into the US South with new stores in Alabama and Florida, including converted former CEFCO locations, putting its pizza focused convenience model up against established regional chains. See our latest analysis for Casey's General Stores. These southern store openings come as investor enthusiasm is already strong, with the share price at US$877.07 and a 30 day share price return of 18.82% contributing to a 1 year total shareholder return of...

Fluor (FLR) just released first quarter 2026 results that fell short of analyst expectations, after higher project costs and geopolitical delays pressured earnings and led management to narrow its full year adjusted EBITDA guidance. See our latest analysis for Fluor. The stock reacted sharply to the earnings miss and tightened guidance, with a 7 day share price return that declined 16.77% and a 30 day share price return that declined 11.22%, although the 1 year total shareholder return of...

Oruka Therapeutics (ORKA) stock is drawing attention after a recently completed $700 million common stock offering raised dilution concerns and coincided with volatility around its Halozyme Hypercon collaboration and interim clinical trial updates. See our latest analysis for Oruka Therapeutics. At a latest share price of US$65.68, Oruka’s recent common stock offering, Halozyme Hypercon agreement and interim trial readouts have gone hand in hand with sharp swings, including a 99.76% 3 month...

OneSpaWorld Holdings (OSW) has drawn fresh attention after reporting first quarter earnings, with revenue of US$247.63 million and net income of US$21.33 million, and raising full year revenue guidance. See our latest analysis for OneSpaWorld Holdings. The 1-year total shareholder return of 24.31% and 3-year total shareholder return of 105.87% point to strong long term wealth creation. Meanwhile, the year to date share price return of 16.23% suggests momentum has been building despite a...

Baidu’s chip unit IPO plans put Kunlunxin in the spotlight Baidu (NasdaqGS:BIDU) is moving ahead with an IPO for its Kunlunxin chip subsidiary on Shanghai’s STAR Board, while also preparing for a potential Hong Kong listing. This could reshape how investors view its AI chip operations. See our latest analysis for Baidu. The Kunlunxin IPO plans land at a time when Baidu’s short term momentum is strong, with a 34.47% 1 month share price return and a 59.72% 1 year total shareholder return,...

Inhibrx Biosciences recently reported positive interim Phase 2 data from the HexAgon study, where its hexavalent OX40 agonist INBRX-106 combined with pembrolizumab produced higher confirmed response rates and more complete responses than pembrolizumab alone in first-line PD-L1 high head and neck cancer patients. These data, supported by strong T-cell activation signals and a generally manageable safety profile, have prompted plans for a Phase 3 trial and broader exploration of INBRX-106...

Universal Technical Institute, Inc. reported past second‑quarter 2026 results with revenue rising to US$221.4 million from US$207.45 million a year earlier, while net income fell to US$0.433 million from US$11.45 million as higher operating and growth-related costs compressed earnings per share from US$0.21 to US$0.01. Management framed this profit squeeze as the result of heavy spending on new campuses and programs, reaffirming full‑year guidance and underscoring a willingness to accept...

Li Auto (LI) is back in focus after its stock gained more than 4% in pre market trading, with investors reacting to growing interest in the upcoming Li Auto L9 Livis launch. See our latest analysis for Li Auto. Beyond the pre market jump, Li Auto’s 1 day share price return of 4.83% and 7 day share price return of 5.54% come after a year to date share price gain of 9.39%. However, the 1 year total shareholder return is down 33.51% and longer term total shareholder returns also remain weak,...

In early May 2026, Corvus Pharmaceuticals reported a first-quarter 2026 net loss of US$13.69 million, reversing from net income a year earlier, while also filing a US$46.16 million shelf registration for nearly 2,987,865 shares related to its employee stock ownership plan. At the same time, the company highlighted positive clinical progress for its lead ITK inhibitor soquelitinib across multiple immune and oncology indications, supported by a cash position that management expects will fund...

Why Veeco’s new Indium Phosphide orders matter for investors Veeco Instruments (VECO) has drawn fresh attention after announcing more than US$250 million in new equipment orders tied to Indium Phosphide laser production for high speed optical transceivers in hyperscale data centers. For you as an investor, the interest here is less about a single headline number and more about what it signals: that Veeco’s tools sit directly in the supply chain for the shift from copper to optical...

Hess Midstream (HESM) reported first quarter 2026 results that showed higher revenue and net income versus the prior year, while also reaffirming full year earnings and operating guidance, a combination many income focused investors watch closely. See our latest analysis for Hess Midstream. Hess Midstream’s recent earnings announcement comes after a steady share price move, with the stock up 13.10% on a year to date share price basis and a 5 year total shareholder return of 140.87%. This...

Earlier in May 2026, Booking Holdings issued multiple fixed-rate senior unsecured notes in US$ and euros, while also reporting first‑quarter 2026 revenue of US$5,532 million and net income of US$1,083 million. Despite these strong quarterly figures, management reduced full‑year 2026 guidance due to Middle East conflict risks, macro pressures, and rising competition, highlighting how geopolitical shocks can weigh on a global travel platform even when recent performance looks strong. Next,...

In early May 2026, Diamondback Energy raised its 2026 production guidance, reported higher year-on-year first-quarter volumes, booked US$1.40 billion in property impairments, and still lifted its base quarterly dividend to US$1.10 per share while continuing share repurchases. The combination of higher expected oil output, significant non‑cash impairments weighing on earnings, and ongoing cash returns to shareholders highlights a complex trade‑off between growth investment, balance sheet...

In the past quarter ended March 31, 2026, Avient Corporation reported sales of US$847.4 million, net income of US$55.7 million, and GAAP earnings per share of US$0.61, with adjusted EPS of US$0.83 modestly ahead of expectations and improved margins from productivity and cost control efforts. An interesting aspect for investors is that Avient maintained its full-year 2026 adjusted EPS guidance and signaled further earnings growth, while simultaneously announcing a CFO transition as Joe Di...

American Homes 4 Rent (AMH) has drawn investor attention after recent trading, with the stock closing at $32.05. The company operates as a U.S. REIT focused on single family rental homes across multiple states. See our latest analysis for American Homes 4 Rent. Recent trading has been relatively steady, with a 30 day share price return of 7.69% contrasting with a 1 year total shareholder return that declined 13.07%. This indicates that recent momentum has picked up after a weaker stretch. If...

Dominion Energy’s recent quarterly update showed first-quarter 2026 sales rising to US$5,019 million while net income eased to US$621 million, alongside a confirmed quarterly dividend of US$0.6675 per share and a new US$3.00 billion shelf registration for floating rate demand notes with a dividend reinvestment plan. The company’s stronger-than-expected profit and revenue, reaffirmed earnings outlook, and rejection of shareholder proposals on governance and ESG-linked pay together highlight...

In early May 2026, W.W. Grainger reported first-quarter 2026 results showing higher sales of US$4.74 billion and increased net income of US$555 million year over year, raised its full-year 2026 net sales and EPS guidance, and filed a new shelf registration for debt securities. Alongside these results, the company also announced a higher quarterly dividend of US$2.49 per share, extending its multidecade pattern of annual dividend increases and underlining management’s confidence in cash...

Global Partners LP recently reported first-quarter 2026 results, with sales rising to US$5,321.8 million and net income to US$64.74 million, and declared a cash distribution of US$0.765 per unit payable in mid-May. The strong earnings jump, driven by richer fuel margins amid volatile commodity markets and backed by an eighteenth consecutive distribution increase, highlights how the partnership is using pricing and inventory management to convert short-term market swings into higher cash...

Plains GP Holdings (PAGP) recently reported first quarter 2026 earnings that included revenue above expectations, higher full year adjusted EBITDA and free cash flow guidance, and plans to sell most Canadian NGL assets. See our latest analysis for Plains GP Holdings. At a share price of $23.51, Plains GP Holdings has logged a 90 day share price return of 12.65%, while the 1 year total shareholder return of 38.06% and 5 year total shareholder return of 216.65% point to momentum that has been...

Q1 earnings and new partnerships set the tone NiSource (NI) set the stage for its stock story this year with Q1 2026 results that showed higher revenue and net income, reaffirmed earnings guidance, and a higher long term earnings growth target. The company paired those numbers with fresh partnerships with Alphabet and Amazon, plus new fixed rate notes due 2031 and 2036. Together, these moves highlight how NiSource is funding and shaping its next phase of grid and data center related...

Recent share performance and business context Privia Health Group (PRVA) has drawn attention after recent share price moves, with the stock down about 1% over the past day and 6% over the past week, yet modestly positive over the past month. The company operates as a physician enablement platform in the US, reporting annual revenue of US$2.25b and net income of US$21.76m. These figures give investors concrete data to weigh against the recent trading performance. See our latest analysis for...