U.S. Retail REITs Stock News

Piedmont Realty Trust recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$142.85 million and a quarterly net loss of US$43.25 million, while full-year revenue reached US$564.99 million alongside a full-year net loss of US$83.62 million. The results show sales and revenue holding roughly flat year over year, but losses per share from continuing operations widened for both the quarter and the full year, highlighting ongoing profitability pressure...

How Has VSE's Share Price Been Moving? Before you think about whether VSE fits in your portfolio, it helps to ask a simple question: are you paying up for a story or paying a fair price for the cash flows behind the ticker? Over the short term, VSE's share price shows mixed moves, with a 1.0% return over the last 7 days and a 0.4% decline over the past month. The longer backdrop includes a 17.7% year to date return and a 115.4% return over the last year, as well as a very large gain over 5...

ValueAct Capital, Third Point, and Omega Advisors have built significant positions in Rocket Companies (NYSE:RKT). The buying activity aligns with Rocket Companies closing its acquisition of Mr. Cooper Group. The combined business is positioned as the largest mortgage servicer in the U.S. following the deal. For you as an investor, the headline is the alignment of several well known hedge funds with a company that just completed a transformative acquisition. Rocket Companies, now trading...

The Kraft Heinz Company recently reported fourth-quarter and full-year 2025 results showing lower sales and a very large swing to a US$5.85 billion net loss, while also declaring a regular US$0.40 per-share quarterly dividend payable on March 27, 2026. Alongside these results, Kraft Heinz paused its planned split, committed around US$600 million to brand reinvestment, and reshaped leadership and capital allocation, including completing a US$1.51 billion buyback and appointing Nicolas Amaya...

If you are wondering whether Victoria's Secret shares still offer value after their recent run, this article will walk through what the current price could imply about the business. The stock recently closed at US$60.36, with returns of 1.9% over the last 7 days, 0.8% over the last 30 days, 13.1% year to date, and 93.2% over the past year. These figures will frame how we think about risk and potential upside. Recent news coverage has focused on the company as a stand alone lingerie and...

Parker-Hannifin (PH) is back in focus after reporting record second quarter earnings and sales that topped analyst expectations, prompting higher full year guidance tied to aerospace strength and improving industrial demand. See our latest analysis for Parker-Hannifin. The recent earnings beat and higher guidance come on top of steady momentum, with a 30 day share price return of 6.95% and a 90 day share price return of 23.06%, while the 1 year total shareholder return of 46.56% and 5 year...

DTE Energy FY 2025 Earnings Snapshot DTE Energy (DTE) has wrapped up FY 2025 with fourth quarter revenue of US$4.4 billion and basic EPS of US$1.80, setting the tone for how investors assess the full year. The company has seen quarterly revenue range from US$3.4 billion to US$4.4 billion over 2025, while basic EPS moved between US$1.10 and US$2.14. This gives a clear view of how the top line and per share earnings have tracked across the year. With a trailing net profit margin of 9.2% versus...

If you are wondering whether Diodes at around US$67.54 is a bargain or already fully priced, you are in the right place for a closer look at what the current share price might imply. The stock has seen sharp moves recently, with returns of 9.5% over the last 7 days, 18.7% over 30 days, 31.3% year to date and 22.5% over the last year, compared with longer term returns of a 23.9% decline over 3 years and a 15.4% decline over 5 years. Recent news coverage has focused on Diodes as part of...

If you are looking at Black Stone Minerals and wondering whether the current price offers solid value, this article will walk you through what the numbers are really saying. The stock last closed at US$15.25, with returns of 0.7% over 7 days, 8.2% over 30 days, 12.9% year to date, 12.0% over 1 year, 34.1% over 3 years and a very large gain over 5 years of 169.4%. Recent price moves sit against a backdrop of ongoing investor interest in energy royalty and mineral rights businesses. In these...

IRADIMED (NasdaqGM: IRMD) declared a regular quarterly cash dividend. The company reported earnings results for the fourth quarter of 2025. IRADIMED also released its financial results for the full year 2025. IRADIMED, trading at $100.625, has seen its share price climb 79.4% over the past year and 378.2% over the past five years. This performance puts recent results and the new dividend in sharp focus for existing and prospective shareholders. The stock is also up 5.4% year to date, even...

Wondering if Upwork at around US$12.76 is a bargain or a value trap? This article walks through what the current price might be implying about the business. The stock has seen sharp moves recently, with a 12% decline over the last week, a 35.8% decline over the last month, and a 35.7% decline year to date, while the 3 year return sits at 8% and the 5 year return at a 76.1% decline. Recent headlines have focused on Upwork as a key listed platform in the online freelance and remote work space,...

Wondering if Winnebago Industries is a bargain at its current share price or if the stock already reflects its prospects? This article breaks down what the numbers actually say about value. The stock last closed at US$46.65, with a year to date return of 14.2% and a 1 year gain of 9.0%, after 30 day and 7 day returns of 2.4% and 1.2% declines respectively, so recent trading has been mixed. Recent headlines around Winnebago have focused on broad themes like consumer demand for outdoor...

AMC Entertainment Holdings (AMC) has filed an omnibus shelf registration that covers a wide range of securities, along with a separate at the market follow on offering of up to US$150 million in common stock. See our latest analysis for AMC Entertainment Holdings. These capital raising plans land after a tough stretch for shareholders, with AMC’s latest share price at US$1.25, a 30 day share price return of 22.36% decline and a 1 year total shareholder return of 66.22% loss. This suggests...

If you are wondering whether Conagra Brands at around US$18.89 is a bargain or a value trap today, this article will help you assess what the current share price really reflects. The stock has recently shown mixed returns, with an 11.4% gain over 30 days and 9.2% year to date, set against a 15.0% decline over 1 year and a 38.7% decline over 3 years. Recent coverage has focused on how Conagra Brands fits into the packaged foods sector, including commentary on its brand portfolio and cost...

Humana’s CenterWell has acquired MaxHealth, a primary care provider in Florida. The deal significantly broadens CenterWell’s primary care presence across the state. The acquisition supports Humana’s value based care model for Medicare and other patients. For investors watching NYSE:HUM, this move comes with the stock trading around $184.99 and showing mixed recent performance. Shares are up 2.0% over the past week but have seen declines of 32.3% over 30 days and 30.1% year to date. Over...

In recent days, Oracle has secured new public-sector and healthcare cloud deals, expanded its AI-driven software and clinical tools, and won an US$88 million United States Department of the Air Force cloud contract, even as it faces multiple securities fraud class action lawsuits over its AI infrastructure spending disclosures. These developments highlight a sharp contrast between Oracle’s expanding role in mission-critical AI and cloud workloads and growing investor unease about its heavy...

Valero Energy (VLO) is back in focus after securing discounted Venezuelan crude, as U.S. policy shifts and sanctions ease. This development gives the refiner access to lower cost supply and supports recent margin strength. See our latest analysis for Valero Energy. Over the past year, Valero Energy’s share price return has been supported by strong refining margins and discounted Venezuelan crude, with a 30 day share price return of 7.57% and a 1 year total shareholder return of 47.0%,...

What Capital One Financial (COF) investors are watching now Capital One Financial (COF) has been trading under pressure recently, with the stock down about 13% over the past month and modestly positive over the past 3 months, which has drawn fresh attention to its valuation. See our latest analysis for Capital One Financial. Despite the recent 13.6% 30 day share price decline and a 6% drop over the past week, Capital One Financial’s 1 year total shareholder return of 2.9% and very large 3...

Recent performance snapshot Revolution Medicines (RVMD) has drawn investor interest after recent price moves, with the stock closing at $100.61 and showing mixed short term returns, including a pullback over the past month and comparatively stronger performance over the past 3 months. See our latest analysis for Revolution Medicines. Looking beyond the recent swings, Revolution Medicines has paired a sharp 42.65% 90 day share price return with a very large 1 year total shareholder return of...

Earlier this week, Citigroup initiated coverage of Adecoagro S.A. with a Buy rating, highlighting supportive fundamentals and its exposure to agricultural commodity markets, while Zacks ranked the stock #1 (Strong Buy) with an A grade in Value based on its valuation metrics. Together, the fresh analyst coverage and value-oriented recognition frame Adecoagro as a company where perceived mispricing and business positioning are attracting heightened institutional attention. We’ll now examine...

Hims & Hers Health (NYSE:HIMS) has halted its newly launched compounded GLP-1 weight loss pill only days after introducing it. The move follows a lawsuit from Novo Nordisk over compounded weight loss drugs and increased FDA scrutiny of these products. The company is shifting its focus toward longevity and diagnostics, including hormone therapy and early cancer detection services. Hims & Hers Health, known for its direct to consumer telehealth model across categories like mental health, hair...

COPT Defense Properties reported full-year 2025 results showing higher sales of US$714.18 million, revenue of US$763.92 million, and net income of US$152.32 million, and also issued new 2026 EPS guidance while announcing a nearly 11-year, 148,000-square-foot lease with a top 10 U.S. defense contractor at National Business Park. This combination of improved profitability, forward-looking earnings guidance, and a long-term lease that lifts its 882,000-square-foot development pipeline to 86%...

In early February 2026, IBM unveiled a new generation of IBM FlashSystem storage co-run by agentic AI, featuring three new systems, FlashSystem.ai services, fifth-generation FlashCore Modules, and AI-driven ransomware detection designed to make storage operations more autonomous, efficient, and resilient. At the same time, fresh scrutiny of IBM’s artificial intelligence positioning and business model by a prominent short seller has intensified debate about whether these kinds of AI-infused...

Upbound Group recently acquired Brigit, a payday lending subscription app focused on sub-prime consumers, adding a digital lending platform alongside its Rent-A-Center and Acima rent-to-own segments. This move extends Upbound’s reach further into sub-prime lending at a time when its leverage levels and business mix are already under investor scrutiny. We’ll now examine how the Brigit acquisition, and its deeper push into sub-prime digital lending, may reshape Upbound Group’s investment...