U.S. Retail REITs Stock News

Ramaco Resources completed and filed follow-on equity offerings totaling approximately US$200 million and a shelf registration for a range of securities in early August 2025, shortly after reporting a quarterly net loss and signaling production and sales guidance at the low end of prior expectations. This sequence suggests that the recent capital raises were closely tied to the company's current financial position and outlook, following weaker-than-expected operational results and...

Genworth Financial has announced the completion of a significant share buyback, repurchasing over 108 million shares for US$629.96 million since May 2022, and reported quarterly earnings showing net income of US$51 million for the period ended June 30, 2025, down from US$76 million the previous year. This completed buyback represents more than 23% of shares outstanding, highlighting the company's ongoing efforts to return capital to shareholders even amid lower earnings results. We’ll...

With its stock down 12% over the past month, it is easy to disregard Reliance (NYSE:RS). However, the company's...

Coca-Cola Consolidated recently reported second quarter results, with sales rising to US$1.86 billion and net income reaching US$187.39 million, both up from the prior year period. An interesting detail is that the company completed a significant share buyback, repurchasing over 720,000 shares, demonstrating management’s ongoing commitment to capital returns. We’ll explore how the combination of robust quarterly earnings and a completed buyback shapes Coca-Cola Consolidated’s investment...

Amentum Holdings recently raised its full-year 2025 revenue guidance to a range of US$13.98 billion to US$14.18 billion, following stronger-than-expected second quarter results that included 2% year-on-year revenue growth and earnings ahead of analyst forecasts. This increase in guidance signals management’s confidence in the company’s execution and consistent business momentum through the latest quarter. We’ll explore how this upward revision of revenue expectations shapes Amentum...

Transocean Ltd. recently reported a net loss of US$938 million for the second quarter and filed a US$44.96 million shelf registration for 16,000,000 registered shares related to an employee stock ownership plan. This marked a considerable increase in losses compared to the previous year, and the shelf registration could signal potential future share dilution, capturing investor attention. Given these developments, we will explore how the much larger net loss and the new equity shelf filing...

Zillow Group, Inc. recently reported its second quarter 2025 results, showing sales of US$655 million, up from US$572 million a year earlier, and a net income of US$2 million, reversing a net loss in the prior year period. This marks the company's return to profitability and aligns with analyst expectations for Zillow to soon achieve sustained breakeven, reflecting momentum in its platform strategy and operational execution. We'll explore how Zillow’s renewed profitability in the recent...

Grand Canyon Education, Inc. recently announced its earnings for the second quarter and first half of 2025, reporting net income of US$41.55 million for the quarter and US$113.16 million for the six months, both higher than the same periods last year. Year-over-year increases in both net income and earnings per share highlight ongoing operational improvements at the education services provider. We'll explore how Grand Canyon Education's improved profitability in the latest earnings report...

Lincoln National Corporation recently reported its second quarter 2025 earnings, with revenue reaching US$4.04 billion and net income of US$699 million, both figures lower than the same period last year but surpassing analyst expectations. Despite continued insider selling, operational strength in core segments like Life Insurance and Group Protection supported an adjusted earnings per share of US$2.36, notably exceeding estimates and reflecting resilience in the company’s underlying...

Perdoceo Education Corporation recently reported second-quarter 2025 results, revealing revenue of US$209.58 million and net income of US$41.03 million, along with increases in both basic and diluted earnings per share compared to the prior year. The company also announced a 15.4% increase in its quarterly dividend, authorized a new US$75 million share buyback program, and provided improved full-year guidance, highlighting management's confidence in long-term performance and growth stemming...

In the past week, Sportradar Group AG reported second quarter 2025 results showing year-on-year revenue growth to €317.79 million and a swing to €49.25 million net income, alongside raising its full-year revenue guidance to at least €1.28 billion, indicating expectations for at least 16% growth. The completion of a significant share buyback program, totaling 4.8 million shares repurchased for US$86 million, further highlights the company's active approach to capital management during a...

On August 6, 2025, Novavax reported second quarter earnings, with revenue of US$239.24 million and net income of US$106.51 million, both down compared to the same quarter last year, but first-half revenue and net income rose sharply year-over-year. The contrasting quarterly and half-year results highlight the company's ability to deliver substantial gains over six months despite short-term variability. We'll explore how Novavax's year-to-date financial improvement affects its investment...

Adeia Inc. recently announced second quarter 2025 results, showing net income of US$16.72 million on revenue of US$85.74 million, alongside an affirmed US$0.05 per share dividend and an updated full-year net income outlook. An important aspect of this update is Adeia's significant increase in net income despite a slight decrease in quarterly revenue, suggesting improved operational efficiency and profitability. We will explore how the raised annual net income guidance shapes Adeia’s...

Archrock, Inc. recently reported strong second-quarter results, announced an 11% increase to its quarterly dividend, and revised its 2025 net income guidance upward to between US$249.6 million and US$289.6 million. A unique aspect of these developments is the combination of improved operational performance and a significant dividend boost, indicating both business momentum and a focus on shareholder returns. We will look at how Archrock's dividend increase and upgraded outlook could reshape...

Wall Street analysts recently raised their expectations for Ralph Lauren’s quarterly earnings, now predicting earnings of US$3.45 per share and revenues of US$1.65 billion in its upcoming report. The consensus EPS estimate has been revised upward by 1.4% in the past 30 days, indicating improved analyst sentiment ahead of the company’s earnings release. We'll explore how this uptick in analyst confidence and upward earnings revisions could influence Ralph Lauren’s investment outlook. Find...

In recent days, Restaurant Brands International reported that its return on capital employed remains steady at 10%, closely tracking the industry average, while maintaining a 66% dividend payout ratio and limited reinvestment in growth initiatives. This approach highlights the company's prioritization of shareholder returns through dividends over aggressive capital expansion, signaling a focus on income generation rather than rapid business growth. We'll examine how the ongoing commitment to...

Expand Energy Corporation recently reported second quarter 2025 earnings, with revenue rising to US$3.69 billion and net income reaching US$968 million, reversing last year's net loss, and completed a buyback of 851,661 shares worth US$99.99 million. This marks a substantial turnaround in profitability and operational scale for the company within just one year. We’ll explore how this sharp rebound in earnings and capital returns could influence the company's investment narrative and future...

Sprouts Farmers Market recently reported strong second-quarter results, with sales rising to US$2.22 billion and net income reaching US$133.7 million, and introduced raised guidance for both the third quarter and full year 2025, alongside updated store expansion and buyback activity. A particularly important development is the nationwide rollout of the Sprouts Rewards loyalty program, expected by management to further support comparable store sales growth starting in 2026. We'll examine how...

Parsons Corporation recently announced the completion of a proof of concept with Globalstar, integrating Globalstar’s Low Earth Orbit satellite capabilities with Parsons’ software-defined communications platform, validated across three European ground stations. This collaboration signals the transition to commercial deployment, underscored by Globalstar's parallel infrastructure expansion efforts, which aim to enhance worldwide satellite network capacity for both existing and next-generation...

Principal Financial Group recently reported its second-quarter 2025 results, revealing revenue of US$3,671.3 million and net income of US$406.2 million, alongside an increase in its quarterly dividend and updates on share repurchases. Despite a decrease in revenue compared to the prior year, the company achieved higher net income and raised its dividend, highlighting both profitability improvements and a commitment to returning capital to shareholders. We'll examine how Principal Financial...

Credit Acceptance Corporation recently reported strong second quarter results, posting year-over-year increases in both revenue (US$583.8 million) and net income (US$87.4 million) for the period ended June 30, 2025, and continued its significant share buyback program by repurchasing 528,462 shares in the quarter. This operational performance improvement, along with ongoing capital returns to shareholders, highlights renewed momentum in profitability after a period of previous net...

Dyne Therapeutics announced that the FDA has granted Breakthrough Therapy Designation to DYNE-251 for the treatment of Duchenne muscular dystrophy, based on positive data from the ongoing DELIVER clinical trial. This marks the second time in 2025 that Dyne has secured Breakthrough Therapy Designation for a lead program, underscoring regulatory momentum across its pipeline. We'll explore how the FDA's expedited review pathway for DYNE-251 could shape Dyne Therapeutics' investment narrative...

Crown Holdings, Inc. announced its Board of Directors has declared a cash dividend of US$0.26 per share, payable on August 21, 2025, to shareholders of record as of August 7, 2025. This dividend declaration, alongside completion of a major share repurchase program totaling over US$407 million, highlights the company's ongoing commitment to returning value to shareholders. With the company affirming its dividend and completing a sizable buyback, we’ll examine how these shareholder returns...

GXO Logistics recently reported its second quarter and first half 2025 results, revealing higher sales of US$3.30 billion for the quarter but lower net income and a net loss for the half year, alongside an updated 2025 earnings outlook and key executive changes including the planned departure of the CFO. The company also announced significant client milestones, such as a renewed partnership with Pratt & Whitney and substantial operational expansion supporting Huel, reflecting ongoing demand...