U.S. Retail REITs Stock News

In February 2026, Brown & Brown, Inc. launched a US$250 million accelerated share repurchase with Bank of America, N.A., following the completion of a US$622.96 million buyback program that retired 17,785,072 shares since 2015. The company also released its 2026 Market Trends report, underscoring how its scale and international footprint may help clients manage evolving insurance market conditions. Next, we’ll examine how this accelerated share repurchase, within a broader US$1.5 billion...

Four Corners Property Trust (FCPT) has drawn fresh attention after reporting fourth quarter and full year 2025 earnings, with higher revenue and net income, as well as continued portfolio expansion, shaping current investor discussion around the stock. See our latest analysis for Four Corners Property Trust. At a share price of $24.37, Four Corners Property Trust has had a mixed run recently, with a 1 day share price return slightly lower and a 7 day share price return weaker, while the year...

In February 2026, Arcos Dorados Holdings Inc. issued guidance that it expects first-quarter 2026 systemwide comparable sales growth to exceed fourth-quarter 2025 levels, supported by stronger local currencies that should lift reported US-dollar revenues alongside constant-currency growth in its comparable restaurant base. This combination of improved operational momentum and currency tailwinds gives investors a clearer benchmark to judge upcoming quarterly results against management’s...

Recently, Wells Fargo cut its rating on Arcus Biosciences to “Equal-Weight,” signaling a reassessment of the company’s positioning among peer biotech names. This shift adds to a series of diverging analyst views, highlighting how differing interpretations of Arcus’s clinical pipeline are shaping expectations for the business. Next, we’ll examine how Wells Fargo’s rating downgrade interacts with Arcus Biosciences’ casdatifan-centered investment narrative and broader clinical ambitions. We've...

In February 2026, NMI Holdings, Inc. reported past fourth-quarter 2025 revenue of US$180.74 million and net income of US$94.22 million, alongside full-year 2025 revenue of US$706.44 million and net income of US$388.93 million. The company paired this earnings performance with US$14.2 billion of new insurance written in the quarter, record primary insurance-in-force of US$221.4 billion, share repurchases of US$31 million, and the appointment of experienced financial services executive Renu...

Sabra Health Care REIT (SBRA) has put fresh numbers around its outlook, pairing solid senior housing operating results with 2026 guidance for normalized FFO and AFFO growth in the mid-single digits and a reaffirmed quarterly cash dividend. See our latest analysis for Sabra Health Care REIT. Sabra’s recent 2026 guidance, dividend affirmation, leadership changes and the stock touching a 52 week high have coincided with a 7.23% 3 month share price return and a 1 year total shareholder return of...

Pershing Square stake puts Hertz Global Holdings (HTZ) back in focus Pershing Square, led by Bill Ackman, has taken a new stake in Hertz Global Holdings (HTZ), drawing fresh attention to the car rental group’s valuation and balance sheet risks. See our latest analysis for Hertz Global Holdings. At a share price of $5.04, Hertz Global Holdings has seen a 9.76% 1 month share price decline and a 3.45% year to date share price fall. Its 1 year total shareholder return of 24.6% contrasts with a...

In recent months, Savara Inc., a clinical-stage biopharmaceutical company focused on rare respiratory diseases, resubmitted its BLA for its lead therapy after completing a tech transfer to Fujifilm and aligning manufacturing and analytical protocols with the FDA. Alongside this regulatory progress, Savara outlined a targeted U.S. aPAP patient population, a proposed US$400,000–US$500,000 annual price range, and approximately US$264 million of available capital plus potential approval-linked...

The board of Polaris Inc. ( NYSE:PII ) has announced that it will be paying its dividend of $0.68 on the 16th of March...

Concentrix Corporation ( NASDAQ:CNXC ) shareholders won't be pleased to see that the share price has had a very rough...

Some Lattice Semiconductor Corporation ( NASDAQ:LSCC ) shareholders may be a little concerned to see that the...

It's been a good week for Belden Inc. ( NYSE:BDC ) shareholders, because the company has just released its latest...

We wouldn't blame nVent Electric plc ( NYSE:NVT ) shareholders if they were a little worried about the fact that Robert...

Sarepta Therapeutics announced that Medsafe in New Zealand has approved its clinical trial application for INSIGHTT, a first-in-human Phase 1 study of SRP-1005, an investigational siRNA therapy for Huntington’s Disease, with the subcutaneous dose-escalation trial set to enroll around 24 participants. This marks Sarepta’s move to clinically test an siRNA candidate in a condition with no approved disease-modifying treatments, potentially broadening its rare disease pipeline beyond existing...

WESCO International recently reported its fourth-quarter and full-year 2025 results, showing higher sales but lower net income year over year, reaffirmed its 2026 sales growth outlook, and announced the planned May 2026 retirement of long-time CFO Dave Schulz with former Lumen Technologies finance chief Indraneel “Neel” Dev set to assume the role. The combination of solid top-line growth, an earnings-per-share miss versus expectations, and a high-profile CFO transition gives investors fresh...

Index removal puts MidWestOne Financial Group (MOFG) in focus MidWestOne Financial Group (MOFG) was removed from the S&P Global BMI Index, an event that can prompt trading by index tracking funds and lead investors to reassess how they view the stock. See our latest analysis for MidWestOne Financial Group. Following the index removal, MidWestOne Financial Group’s share price has held at US$49.31, with a 30 day share price return of 19.05% and a 1 year total shareholder return of 59.46%. This...

RPC (RES) is back on traders' radar after its fourth quarter and full year 2025 results, which included a miss on non GAAP earnings and weakness in Support Services, were followed by a securities law investigation. See our latest analysis for RPC. At a share price of $5.82, RPC has seen short term share price strength, with a 1 day share price return of 3.37% and a 90 day share price return of 9.60%. Longer term performance has been softer, with a 1 year total shareholder return decline of...

It's been a good week for Motorola Solutions, Inc. ( NYSE:MSI ) shareholders, because the company has just released its...

In early February 2026, Zenas BioPharma reported Phase 2 MoonStone trial data showing obexelimab met its primary endpoint in Relapsing Multiple Sclerosis, with a highly statistically significant reduction in new gadolinium-enhancing T1 lesions and a safety profile consistent with prior studies. An interesting aspect for investors is that obexelimab reduced markers of neuroaxonal injury and maintained stable disability scores through 24 weeks, hinting at potentially meaningful disease control...

In early February 2026, PPG Industries launched PPG STEELGUARD 652, a water-based intumescent coating in North America that provides up to two hours of UL 263-certified fire protection for interior structural steel while supporting lower VOC, more sustainable construction practices. This product extends PPG’s higher-value, technology-focused coatings portfolio by combining long-duration fire protection, on-site application efficiency, and architectural-grade aesthetics for complex building...

Century Communities, Inc. recently announced its first community in St. Johns County, Breakwater Villas in Vilano Beach near St. Augustine, featuring three-story luxury townhomes with elevators, rooftop terraces on select units, and prices starting in the low US$1,000,000s, with sales expected to begin in summer 2026. Alongside this expansion into an upscale coastal market, the company’s Board approved a 10% increase in the quarterly dividend to US$0.32 per share, signaling an emphasis on...

Somnigroup International recently announced that it will report earnings results this Tuesday before the market opens, following a quarter in which it exceeded analysts’ revenue expectations by 3% and delivered strong year-on-year revenue growth. With analysts now projecting nearly 60% year-on-year revenue growth and adjusted earnings of $0.72 per share this quarter, expectations around Somnigroup’s operational momentum and earnings quality are becoming a central focus for investors. With...

Booz Allen Hamilton Holding (BAH) has drawn investor attention after a mixed stretch, with the stock showing negative returns over the past week, month, past 3 months, year, and on a 3 year basis. See our latest analysis for Booz Allen Hamilton Holding. The recent pullback has been steep, with a 7 day share price return of a 12% decline and a 30 day share price return of an 18.6% decline. The 1 year total shareholder return of a 31% decline points to fading momentum rather than a short term...

In early February 2026, Broadridge Financial Solutions reported higher quarterly sales of US$1,713.9 million and net income of US$284.6 million, while also adding two experienced leaders, Trish Mosconi and Christopher Perry, to its Board of Directors. Broadridge’s expanding role in modernizing financial infrastructure, from its Distributed Ledger Repo platform handling very large daily volumes to Nissay Asset Management adopting its Trade Assignment Portal in Japan, highlights how its...