U.S. Retail REITs Stock News

Recent share performance and financial snapshot TFS Financial (TFSL) has drawn investor attention after its stock returned 1.4% over the past week and about 2.1% over the past month, with year to date total return at 12.8%. Over the past year, the stock’s total return is 23.9%, with a reported 3-year total return that is very large relative to its 5-year figure of 3.7%. The company last closed at US$15.31, giving it a market value of about US$4.27b. The Cleveland based retail consumer bank...

Advanced Energy Industries (NasdaqGS:AEIS) announced a US$1b zero-coupon convertible bond offering due 2031. The company paired the notes with capped call transactions intended to limit potential share dilution. Proceeds are earmarked to refinance existing convertible notes and adjust the timing and structure of the company’s debt. Advanced Energy Industries, a power conversion and control solutions provider, operates at the intersection of semiconductor equipment, industrial, and other...

In recent weeks, GDS Holdings has highlighted strengthened cash reserves, AI-driven data center bookings, and a US$300 million private placement to fund further expansion, alongside growing attention on its minority stake in international operator DayOne ahead of a potential late-2026 IPO. Taken together, these developments suggest investors are focusing on how AI infrastructure demand and the prospective DayOne listing could reshape GDS’s capital needs, growth mix, and perceived value...

Earlier this week, UnitedHealth Group presented at the Bank of America Global Healthcare Conference 2026 in Las Vegas, outlining its latest operating and Medicare Advantage decisions following a strong first-quarter earnings beat and margin improvement. The company’s choice to cut around 1.3 million Medicare Advantage members to protect profitability, while managing regulatory and cyber-related headwinds, highlights how actively it is reshaping its business mix and risk profile. We’ll now...

Lexicon Pharmaceuticals (LXRX) is back in focus after first quarter results showed revenue of US$21.1 million versus US$1.26 million a year earlier, along with a net loss of US$1.04 million compared with US$25.3 million. See our latest analysis for Lexicon Pharmaceuticals. The stock’s recent 1-day share price return fell 4.29% to US$2.23, while the 90-day share price return of 70.23% and 1-year total shareholder return of 316.67% indicate strong momentum following the earnings update,...

Earlier this week, Waste Management appointed longtime executive Tara Hemmer as Executive Vice President and Chief Operating Officer, while announcing the upcoming July retirement of Senior Vice President Rafael Carrasco and a realignment of the WM Healthcare Solutions business under President John Morris. By elevating its Chief Sustainability Officer to oversee the entire operating platform, Waste Management is tightly linking day-to-day operations with its recycling, renewable energy and...

ACADIA Pharmaceuticals Inc. reported first-quarter 2026 results, with revenue rising to US$268.06 million while net income fell to US$3.64 million, and reaffirmed full-year 2026 revenue guidance of US$1.22 billion to US$1.28 billion, including NUPLAZID and DAYBUE sales ranges. Alongside these results, ACADIA reiterated its focus on expanding NUPLAZID and DAYBUE and flagged upcoming phase 2 data for remlifanserin in Alzheimer’s disease psychosis, underscoring management’s emphasis on...

Why Rush Street Interactive (RSI) Is Back on Investors’ Radar Rush Street Interactive (RSI) has just delivered a quarter that set new records for revenue, net income, and adjusted EBITDA, with revenue up 41.1% year on year and full-year guidance raised above earlier expectations. See our latest analysis for Rush Street Interactive. The share price has pulled back slightly in the last week, with a 7 day share price return of a 3.5% decline and a 1 day move down 1.5%. However, momentum over...

Capital One Financial (NYSE:COF) is pursuing a transformational shift through planned acquisitions of Discover and Brex. The company is repositioning itself toward a technology driven "unbank" model with a bigger presence across consumer and fintech segments. These moves are expected to influence earnings power, return on equity, capital return capacity, and long term growth potential. For investors watching NYSE:COF at a share price of $187.17, the story is increasingly about where the...

Nu Holdings (NYSE:NU) opened Q1 2026 with total revenue of US$1.98 billion and basic EPS of US$0.18, setting a clear marker for its latest quarter at a share price of US$12.19. Over the past year, the company has seen revenue move from US$1.38 billion in Q1 2025 to US$1.98 billion in Q1 2026, while basic EPS moved from US$0.12 to US$0.18 over the same period, framing a steadily larger profit pool for shareholders. Taken together with trailing net income of US$3.18 billion and a reported net...

Core Natural Resources (CNR) has drawn fresh attention after reporting a Q1 2026 swing to profitability, continuing share buybacks and dividends, and outlining new investments in aerospace and defense materials alongside its coal operations. See our latest analysis for Core Natural Resources. Despite the Q1 profit and refreshed commercial leadership, Core Natural Resources’ share price has eased in the short term, with a 30 day share price return of 3.72% down and a 90 day share price return...

Why EMCOR Group Is Back on Investors’ Radar EMCOR Group (EME) is in focus after first quarter 2026 results came in ahead of expectations and management raised full year revenue and EPS guidance, pointing to firm demand in core project markets. See our latest analysis for EMCOR Group. The share price has eased slightly in the past week, with a 1-day share price return of 1.82% lower and a 7-day share price return of 0.93% lower. However, the 30-day and year-to-date share price returns of...

Wondering if Johnson & Johnson at around US$226.71 is still a fair deal, or if the stock has already run too far for comfort. The stock closed at US$226.71, with a 2.4% gain over the last week, a 9.3% gain year to date, and a 54.0% gain over the last year. The past month shows a 3.2% decline that may reflect some cooling or a shift in risk appetite. Recent headlines have focused on Johnson & Johnson's ongoing product portfolio, legal developments, and healthcare sector trends. These factors...

McGrath RentCorp (MGRC) has secured a new five year, US$725 million credit facility that replaces its prior US$650 million line. This financing move directly affects funding capacity and balance sheet flexibility. See our latest analysis for McGrath RentCorp. The new US$725 million facility comes as the share price has eased in the short term, with a 1 month share price return of down 3.15% and a 3 month share price return of down 5.01%. At the same time, the year to date share price return...

Recent stock performance context for KalVista Pharmaceuticals KalVista Pharmaceuticals (KALV) has drawn fresh attention after a strong share price move, with the stock up about 31% over the past month and roughly 79% over the past 3 months. See our latest analysis for KalVista Pharmaceuticals. That recent surge sits on top of a much stronger long-term picture, with a 1-year total shareholder return of 124.06% and a 3-year total shareholder return of 153.85%, signalling firm upward momentum...

Seritage Growth Properties Q1 2026 Earnings Snapshot Seritage Growth Properties (SRG) has opened Q1 2026 reporting season with recent revenue of US$4.6 million in Q4 2025 and basic EPS of US$0.11 loss per share, setting the tone for how investors will be weighing the latest numbers against past results. The company has seen quarterly revenue move from US$3.4 million in Q3 2024 to US$5.4 million in Q3 2025 and US$4.6 million in Q4 2025. Quarterly basic EPS has ranged from a loss of US$0.41 per...

Investors may be wondering whether Quaker Chemical at around US$137.99 is still offering value, or if most of the easy gains are already behind it. The stock is down about 6.5% over the last week and 1.3% over the last month, roughly flat year to date with a 0.7% decline, yet still up 31.1% over the past year after longer term declines of 31.4% over three years and 37.0% over five years. Recent coverage has focused on Quaker Chemical's position in the specialty chemicals sector and how...

Shopify (SHOP) is back in focus after a busy few weeks, with strong Q1 2026 results, cautious guidance, fresh AI debates, legal developments, and a new EZ Texting integration all influencing how investors view the stock. See our latest analysis for Shopify. The recent mix of strong Q1 results, softer near term guidance, AI related cost concerns, and fresh legal and governance headlines has coincided with pressure on the stock, with the share price down 36.21% year to date. However, the three...

NeoVolta (NEOV) has just posted another loss making quarter, with Q2 2026 revenue at US$4.6 million and a basic EPS loss of US$0.16, alongside net income excluding extra items of a US$5.5 million loss. The company has seen revenue move from US$0.6 million in Q1 2025 to US$6.7 million in Q1 2026, while quarterly EPS has ranged from a loss of US$0.03 to US$0.16 over that stretch. This has left investors focused on how quickly margins can tighten toward breakeven. See our full analysis for...

Q1 2026 headline results set the tone National Presto Industries (NPK) opened 2026 with Q1 revenue of US$118.6 million and basic EPS of US$0.93, putting fresh numbers on the table for investors weighing the recent move in the stock around US$137.98. The company has seen quarterly revenue range from US$103.6 million in Q1 2025 to US$163.9 million in Q4 2025, while basic EPS moved between US$0.72 and US$2.10 over the same period. This gives you a clear sense of how the top and bottom lines have...

Disc Medicine, Inc. reported a first-quarter 2026 net loss of US$63.5 million, with basic loss per share from continuing operations of US$1.65, while also preparing to present new data from multiple hematology programs at the European Hematology Association Congress. The upcoming RALLY-MF phase 2 and bitopertin data presentations at a major hematology meeting highlight how much of Disc Medicine’s story now hinges on clinical progress rather than current earnings. Next, we’ll examine how the...

Horizon Kinetics Holding (OTCPK:HKHC) Q1 2026 results in focus Horizon Kinetics Holding (OTCPK:HKHC) has followed up a volatile 2025 with Q1 2026 results that sit against a trailing 12 month backdrop of US$72.8 million in revenue and Basic EPS of US$0.34, after a year that also included a one off loss of US$33.7 million. Over recent periods, the company has seen quarterly revenue move from US$18.2 million in Q4 2024 to US$19.8 million in Q1 2025, then to US$17.9 million in Q3 2025 and US$17.0...

Workday (WDAY) has come back into focus after strong quarterly earnings, upbeat guidance, and fresh AI product news, including the Sana Self-Service Agent integration into Microsoft 365 Copilot for HR and finance workflows. See our latest analysis for Workday. The 1 day share price gain of 5.3% to about US$125 follows a difficult stretch, with the year to date share price return down 39.3% and the 1 year total shareholder return down 54.2%, so recent AI partnerships and earnings have improved...

The recent drop in Regions Financial (RF) stock was sparked by the Federal Reserve signaling no interest rate cuts in 2026. This stance pressured regional banks as investors reconsidered lending and margin expectations. See our latest analysis for Regions Financial. Beyond the immediate reaction to the Federal Reserve comments, Regions Financial’s share price has been under pressure in recent weeks. The 30 day share price return is down 5.23% and the 90 day share price return is down 10.36%...