U.S. Retail REITs Stock News

Helmerich & Payne released its fourth quarter earnings results after the market closed on November 17, with analysts having anticipated a significant decrease in profits compared to the previous year. The company's dividend yield of 3.71% remains a focal point for investors seeking steady income amid profit uncertainty. To understand how heightened earnings risk and income focus impact Helmerich & Payne’s outlook, we’ll review the company’s investment narrative. AI is about to change...

Ocular Therapeutix recently announced that its SOL-R registrational trial for AXPAXLI in wet age-related macular degeneration successfully reached its enrollment target of 555 subjects and reported third-quarter revenue of US$14.54 million, with a net loss of US$69.42 million for the same period. This milestone in late-stage clinical development highlights strong momentum in Ocular Therapeutix's ophthalmology pipeline despite a period of widening losses. We'll now consider how achieving the...

In the past week, several analysts maintained neutral ratings for Invitation Homes but lowered their price targets, signaling increased caution toward the company amid ongoing housing market pressures. This cautious analyst outlook emerged even though Invitation Homes delivered third-quarter results that matched expectations and continues to focus on operational efficiency and high-demand regional markets. We'll examine how the wave of analyst caution and price target revisions affects the...

Nebius Group recently announced a multi-year, US$3 billion AI infrastructure agreement with Meta, alongside the launch of new AI offerings such as Nebius Token Factory, following its first UK deployment of NVIDIA Blackwell Ultra AI infrastructure and third quarter earnings results showing very large year-on-year revenue growth to US$146.1 million and a net loss of US$119.6 million. These developments reinforce Nebius's rapid expansion and positioning as a key player in cloud-based AI...

Williams-Sonoma (WSM) shares have slipped recently, falling nearly 2% over the past week. Investors seem to be weighing the retailer’s recent performance as it navigates a shifting consumer landscape this year. See our latest analysis for Williams-Sonoma. Despite the recent dip, Williams-Sonoma’s shareholders are still sitting on a solid one-year total return of 41.6%, with gains stacking up even more impressively over the last few years. Recent share price weakness suggests momentum is...

O-I Glass announced that, effective November 7, 2025, Eric J. Foss resigned from its Board of Directors after a significant change in job responsibility, following his appointment as Chairman and CEO of Primo Brands Corporation. Shortly before this, O-I Glass reported third-quarter results showing a return to profitability, with net income of US$30 million compared to a net loss in the prior year period, despite slightly lower sales. We’ll explore how the company’s improved quarterly...

In the past week, Concentra Group Holdings Parent announced raised financial guidance for 2025, launched a new US$100 million share repurchase program through 2027, and named Jason Cooper as Chief Data, Analytics, and AI Officer. These actions indicate management's confidence in future performance, with a focus on technology leadership and capital allocation that supports long-term growth. We'll explore how the raised financial guidance reflects management's conviction and impacts...

Ivanhoe Electric (IE) just reported its third-quarter earnings, showing a much smaller net loss than last year and higher nine-month sales. Investors are likely taking note of the trend toward improved results. See our latest analysis for Ivanhoe Electric. Momentum has clearly been building for Ivanhoe Electric, with a 61.28% share price return since the start of the year and a 36.05% total shareholder return over the past 12 months. That kind of turnaround, especially following a much...

Accenture, together with Apptio and Microsoft, recently announced collaborations with PPL Corporation and Essity to deliver advanced technology financial management and AI-driven solutions, supporting cloud migration, financial operations, and innovation. These partnerships underscore Accenture's expanding influence in digital transformation and highlight its role in helping enterprise clients adapt to changing technology investment demands. We'll assess how Accenture's work with PPL and...

Merck (MRK) shares traded close to flat today, holding steady as investors weigh recent performance and updates from the pharmaceutical sector. Despite minimal movement, the company’s multi-month returns and fundamentals are still catching attention. See our latest analysis for Merck. Merck’s stock has seen some renewed momentum lately, posting a 7.7% share price gain over the past week and nearly 10% over the last month, despite a year-to-date dip. While its one-year total shareholder return...

NetScout Systems (NTCT) announced a jump in second quarter revenue and net income, along with an upgraded outlook for its full-year financials. The stronger results and higher guidance have caught investors’ attention. See our latest analysis for NetScout Systems. NetScout’s upbeat earnings and improved outlook have fueled strong momentum, with a 27.18% share price return year-to-date and a 21.38% gain over the past 90 days. Both results outpace its longer-term performance. Notably,...

Freedom Holding Corp. recently reported second-quarter results for the period ended September 30, 2025, with revenue of US$526.11 million and net income of US$38.72 million, both down compared to a year ago, and also announced an agreement to develop a US$2 billion Sovereign AI Hub in Kazakhstan in partnership with the country's Ministry of Artificial Intelligence and Digital Development. This combination of financial results and the launch of a major digital infrastructure project positions...

Crown Castle (CCI) just reported strong third-quarter numbers and boosted its outlook for several key metrics, including site leasing and adjusted EBITDA. Management's update highlights the company's strengthened position following its Fiber Business sale. See our latest analysis for Crown Castle. Crown Castle’s upbeat quarter and new partnership launches are helping lift sentiment, but the share price has not followed suit just yet. Its 1-year total shareholder return sits at -6.7%, despite...

Earlier this week, FTI Consulting announced it has strengthened its EMEA Tax Advisory team by hiring Marcus Rea as Senior Managing Director in London and Thomas Lassey as Managing Director in Dubai. This move expands the firm’s tax and restructuring advisory capabilities across Europe and the Middle East, supporting its ongoing growth in high-demand, specialized consulting services for complex financial matters. We’ll explore how the addition of experienced leaders in EMEA tax and...

Alamo Group Inc. recently reported its third quarter 2025 results, with sales reaching US$420.04 million, up from US$401.3 million in the prior year, despite net income and diluted earnings per share seeing slight declines year-over-year. While the Industrial Equipment segment posted robust, sustained double-digit growth, operational setbacks and margin pressures in the Vegetation Management division weighed on overall quarterly earnings. We’ll examine how margin challenges in the Vegetation...

Williams Companies recently announced it has secured Clean Water Act permits from both New Jersey and New York for its Northeast Supply Enhancement project, a major regulatory milestone enabling advancement of crucial natural gas infrastructure for New York City. This achievement is expected to unlock over US$1 billion in investment, create thousands of construction-related jobs, and support significant emissions reductions by shifting from fuel oil to natural gas in one of the nation’s...

Ovintiv Inc. recently reported third quarter 2025 results, highlighting a year-over-year decrease in revenue and net income despite achieving higher total production and natural gas output compared to the prior year. Alongside reaffirming its dividend and announcing increased production guidance for both 2025 and 2026, Ovintiv continued share repurchases under its ongoing buyback program. We'll examine how Ovintiv's increased production targets and solid operational output may reshape the...

Rumble (RUM) has entered into a new partnership with the Cleveland Browns to deliver cloud infrastructure and video storage services. This move makes the Browns the third NFL team to adopt Rumble’s cloud solutions and highlights growing demand for its technology. See our latest analysis for Rumble. Despite some recent setbacks in earnings, Rumble’s stock has seen brisk swings this year. The share price is down 55% year-to-date but has rallied 31% following its Northern Data acquisition...

nLIGHT (LASR) shares have edged slightly higher, up 0.5% today. This modest move comes as investors assess the company’s performance over the past month, which has seen a mild pullback following recent gains. See our latest analysis for nLIGHT. Even with today’s modest uptick, nLIGHT’s share price has pulled back over the past month, following a period of significant gains earlier this year. Despite some recent volatility, the stock’s year-to-date price return of 193% and an impressive 1-year...

Century Aluminum (CENX) shares slid sharply after Glencore, the company’s largest shareholder, sold 9 million shares in a block trade at a discount. This sale meaningfully reduced Glencore's ownership stake and prompted a wave of market volatility. See our latest analysis for Century Aluminum. While the Glencore block trade triggered a sharp one-day share price drop of 0.9% and a one-week retreat of nearly 13%, this comes within a broader context of impressive gains. Century Aluminum’s share...

Eli Lilly has seen its stock climb to record levels after striking a wide-reaching deal with the U.S. government to expand access and lower costs for its obesity medicines. The move comes at a time when the company delivered impressive third-quarter results, fueled by high demand for its weight-loss drugs. See our latest analysis for Eli Lilly. The latest surge in Eli Lilly’s share price, now above $1,025, builds on a remarkable run supported by blockbuster demand for its obesity drugs, major...

Rexford Industrial Realty (REXR) stock has edged lower this week, slipping about 2% over the past month. Investors are watching upcoming catalysts for clues as the Southern California-focused REIT seeks to balance new property acquisitions with revenue growth. See our latest analysis for Rexford Industrial Realty. Rexford’s share price had a modest lift earlier in 2024, but recent weeks have seen momentum fade with the stock down nearly 3% over the last month. While the year-to-date share...

On November 14, 2025, Columbia Banking System, Inc. announced that its Board of Directors approved a 3% increase in its quarterly cash dividend to US$0.37 per common share, payable on December 15, 2025, for shareholders of record as of November 28, 2025. This dividend increase highlights the company's ongoing commitment to shareholder returns and signals the Board's confidence in Columbia's financial health. We'll explore how this higher dividend payout underscores management's capital...

Arrow Electronics (NYSE:ARW) is expanding its role in the European cybersecurity market by distributing Clavister's full portfolio beyond Sweden and into 11 additional countries. This strategic move leverages Arrow's reach and partnerships. See our latest analysis for Arrow Electronics. This distribution expansion comes just after Arrow’s leadership team announced upcoming presentations at major tech and AI conferences, keeping the company in the spotlight. Arrow’s recent momentum has not yet...