U.S. Retail REITs Stock News

RLI Corp. previously announced that its Board of Directors declared an unchanged third-quarter regular cash dividend of US$0.18 per share, payable on September 15, 2026, to shareholders of record as of August 31, 2026. At the same time, a Jefferies downgrade citing valuation concerns and higher modeled loss ratios has sharpened attention on RLI’s risk and earnings profile. We’ll now examine how the Jefferies downgrade, focused on valuation and accident year loss ratios, may influence RLI’s...

Bonaventure’s new Attain at Swift Creek multifamily project, financed by a 40 year HUD Section 221(d)(4) loan arranged by Walker & Dunlop (WD), is drawing fresh attention to the stock. For context, Walker & Dunlop’s share price has softened over multiple timeframes, with the stock down 18.24% on a 30 day share price return basis and the 1 year total shareholder return declining 50.95%. This suggests recent deals like Attain at Swift Creek are being weighed against broader concerns about...

In recent months, Corcept Therapeutics reported earnings that exceeded analyst expectations, reinforcing interest in its portfolio of treatments targeting severe endocrine and oncologic conditions. This earnings beat, coupled with more constructive analyst commentary on its pipeline of selective cortisol modulators, has intensified attention on how effectively Corcept can transition beyond dependence on a single product. We’ll now examine how this stronger-than-expected earnings performance...

J. M. Smucker (SJM) updated its fiscal 2027 guidance on 26 August, tightening the expected decline in net sales to a range of 2% to 1% and projecting diluted earnings per share between $8.70 and $9.20. The guidance update comes after a sharp shift in how the market is pricing J. M. Smucker. The share price is at US$130.90 after a 1-day share price return of 4.34% and a 90-day share price return of 25.53%. In addition, the 1-year total shareholder return of 28.98% and 5-year total shareholder...

Meta Platforms (NasdaqGS:META) has agreed to a landmark multi state settlement focused on youth safety on its social media platforms. The agreement requires new protections for teens, including stricter screen time limits, default nighttime app restrictions and stronger parental controls. Regulators describe the settlement as one of the largest consumer protection actions involving a major technology company. The deal is expected to influence compliance expectations across the social media...

Morgan Stanley previously upgraded Dynatrace to Overweight from Equal Weight, citing growing demand for AI-driven observability and expecting durable growth with margin expansion over the next two years. Dynatrace’s recent State of SRE and Platform Engineering 2026 study and its planned Arize acquisition underscore how AI-native observability is increasingly central to enterprise reliability and AI model governance. Next, we’ll examine how Morgan Stanley’s AI observability thesis and...

Prestige Consumer Healthcare (PBH) is in focus after Senior Vice President of Operations Jeffrey Zerillo notified the company of his decision to retire from all roles, effective August 14, 2026. The announcement is prompting fresh attention on operational leadership. Prestige Consumer Healthcare’s recent executive news comes after a mixed stretch for investors, with the share price at $52.15 and a year-to-date share price return down 14.82%, while the 90-day share price return of 7.59%...

Global energy and inflation remain closely linked as commodity prices and geopolitical risks continue to influence interest rate expectations. That backdrop keeps reliable baseload power in focus, and nuclear energy stocks sit right in that conversation. If you care about long term power trends and potential inflation resilience, this screener is a useful starting point. This article highlights three nuclear energy stocks that may be worth a closer look. The three nuclear energy stocks below...

Boeing (BA) has attracted fresh attention after securing a potential US$131.23b F 15 Eagle Crest defense contract that covers production, modernization, upgrades, sustainment and depot maintenance for U.S. and allied air forces. Against this contract backdrop, Boeing’s recent share price return has been mixed, with the stock down over the year despite a small 1 day gain of 0.48% and a 30 day share price return of 0.28%, while the 1 year total shareholder return has declined 9.99%. That...

Alnylam Pharmaceuticals (ALNY) is back in focus after announcing plans to present fresh clinical and real world data on AMVUTTRA and zilebesiran at the European Society of Cardiology Congress 2026 in Munich. Against this backdrop, Alnylam Pharmaceuticals’ share price has been under pressure, with the stock down 14.15% over the past 30 days and 40.28% year to date, while the 1 year total shareholder return declined 47.38% despite a positive 21.30% total shareholder return over five years...

In August 2026, SharkNinja Inc. launched three products, the Ninja HydraSense filtration system, Shark AquaReach wet & dry cleaner, and a Practical Magic 2-branded Ninja SLUSHi Twist collection, broadening its presence across home cleaning, water filtration, and experiential kitchen appliances. This burst of innovation, spanning premium filtration, multi-surface cleaning, and a film tie-in for a viral beverage maker, highlights SharkNinja’s push to deepen household penetration through both...

In August 2026, Riot Platforms’ subsidiary Riot DC Logistics, LLC entered into a senior secured delayed-draw term loan facility of up to US$573.0 million with a lender group led by Morgan Stanley Senior Funding to finance equipment and other costs for its 191 MW data center project at the Rockdale facility. The non-recourse structure to the parent company and the pledge of substantially all assets of the credit parties highlight a focused, project-level financing approach that concentrates...

Kronos Worldwide has almost doubled for investors year to date, yet both its intrinsic value estimate and market multiples still suggest the stock trades below what the business may be worth. With that backdrop, the key issue is whether the recent share price move has already captured most of this perceived discount. Year to date, Kronos Worldwide is up 96.2%, which puts extra focus on whether the valuation still leaves meaningful room for error. The company’s cash generation and capital...

Barrick Mining (B) drew investor attention after agreeing to fund project expenditures to earn a 60% interest in GFG Resources' Pen Gold Project, raising fresh questions about growth, risk and valuation for the stock. The recent Pen Gold agreement comes as Barrick Mining’s share price has moved sharply, with a 30 day share price return of 25.74% and a 90 day share price return of 12.74%. The 1 year total shareholder return of 81.89% highlights strong longer term momentum. Scan how other gold...

With North American trade tensions rising and a $27.6b tariff crossfire now hitting both Canadian and U.S. goods, small and mid sized companies that quietly keep entrepreneurs afloat are being stress tested. For investors, that stress can reveal which business support stocks may be better prepared for prolonged uncertainty or new government lending programs. This article walks through three stocks exposed to this trade and small business story. The stocks covered below are just a starting...

Honeywell International (HON) is back in focus after announcing leadership changes across its Process Technology and Building Automation businesses, following the departure of Ken West and new appointments for Billal Hammoud and Juan Picon. The leadership reshuffle comes at a time when Honeywell International’s share price has softened, with a 1-day share price return of 2.31% following recent declines, including a 30-day share price return down 10.21% and a year-to-date share price return...

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...