U.S. Retail REITs Stock News

On July 20, 2026, American Electric Power Company, Inc. added David S. Marriott and Charles J. Meyers to its Board, assigning them to key audit, technology, governance and nuclear oversight committees through the 2027 annual shareholder meeting. Their backgrounds in hospitality operations and digital infrastructure introduce fresh oversight experience that is relevant to AEP’s customer-focused service plans and grid modernization efforts. We’ll now examine how bringing Marriott and Meyers...

West Coast Community Bancorp (WCCB) opened Q2 2026 with total revenue of US$32.8 million and basic EPS of US$1.17, backed by quarterly net income of US$12.2 million. The company has seen revenue move from US$33.6 million and EPS of US$1.23 in Q2 2025 to US$32.8 million and EPS of US$1.17 in Q2 2026. Trailing twelve month EPS reached US$5.09, based on net income of US$53.0 million on revenue of US$136.7 million. With a trailing net profit margin of 38.8% over the past year and bank specific...

First Community (FCCO) has just posted Q2 2026 results with total revenue of US$25.0 million and basic EPS of US$0.81, setting the tone for another data rich quarter for investors to unpack. Over the last year, the company has seen trailing twelve month revenue move from US$71.9 million to US$88.3 million, while trailing EPS has shifted from US$2.26 to US$2.73, giving a clear view of how the top and bottom line have tracked together. With a trailing net profit margin of 26.2% against a market...

Bank OZK (OZK) has posted fresh Q2 2026 numbers, with total revenue of US$384.4 million and basic EPS of US$1.49, alongside trailing 12 month revenue of US$1.6 billion and EPS of about US$6.07 that sit against a net profit margin of 43.5%. Over recent quarters, the company has seen revenue move between US$370.8 million and US$401.6 million and quarterly EPS range from roughly US$1.44 to US$1.60, giving investors a clear read on how the current print fits into its recent track record. With...

Northpointe Bancshares (NPB) has put up another solid quarter, with Q2 2026 revenue of US$64.1 million and basic EPS of US$0.61, supported by trailing 12 month revenue of US$255.2 million and EPS of US$2.35 on net income of US$81.5 million. Over the past year, revenue has moved from US$191.4 million to US$255.2 million and EPS from US$1.95 to US$2.35, giving investors a clear sense of how the earnings base has shifted ahead of this latest report. With the trailing net profit margin sitting at...

TrustCo Bank Corp NY (TRST) has put up another solid quarter on the headline numbers, with Q2 2026 revenue at US$50.9 million and basic EPS of US$0.98, set against trailing 12 month figures of US$194.8 million in revenue and EPS of US$3.61 that reflect 21.7% earnings growth over the past year. Over recent quarters the company has seen revenue move from US$45.9 million in Q2 2025 to US$50.9 million in Q2 2026 and basic EPS rise from US$0.79 to US$0.98. Over the same period, trailing net profit...

Capital One Financial (COF) just posted Q2 2026 results with total revenue of US$12.9 billion and basic EPS of US$4.73, backed by net income from continuing operations of US$2.94 billion. The company has seen quarterly revenue move from US$7.5 billion in Q3 2024 to US$12.6 billion in Q3 2025 and then to US$12.9 billion in Q2 2026. EPS over these periods went from US$4.42 to US$4.83 to US$4.73, giving investors a view of how top line and per share earnings have tracked together. With trailing...

Neptune Insurance Holdings (NP) has put up another profitable quarter, with Q2 2026 revenue of US$55.9 million and net income of US$15.8 million, translating to basic EPS of US$0.11. The company has seen revenue move from US$42.1 million in Q2 2025 to US$55.9 million in Q2 2026, while basic EPS shifted from a loss of US$0.49 to a profit of US$0.11 over the same period, indicating a notable change in earnings performance. For investors, the latest numbers highlight firmer margins and a...

Mueller Industries (MLI) has released its Q2 2026 results, with revenue of US$1.4 billion, basic EPS of US$1.15 and net income of US$249.7 million setting the tone for the quarter. The company has seen revenue move from US$1.1 billion in Q2 2025 to US$1.4 billion in Q2 2026, while quarterly basic EPS shifted from US$1.13 to US$1.15 over the same period, and trailing 12 month EPS reached US$3.90 on net income of US$850.5 million. With a trailing net margin of 18.2% and earnings growth...

Hancock Whitney (HWC) opened Q2 2026 with total revenue of US$387.6 million and basic EPS of US$1.56, underpinned by net income of US$127.0 million. The company has seen quarterly revenue move from US$353.2 million in Q1 2025 to US$387.6 million in Q2 2026, while basic EPS has ranged from about US$1.32 to US$1.56 over the same period. This gives investors a clear view of how the top and bottom lines have tracked through recent reporting cycles. With current margins supported by a trailing net...

Northrop Grumman (NOC) has put fresh numbers on the table for Q2 2026, with revenue of US$10.9b and basic EPS of US$7.70 anchoring the latest report. The company has seen revenue move from US$10.4b in Q3 2025 and US$10.4b in Q2 2025 to US$10.9b in the latest quarter, while basic EPS has ranged from US$8.17 in Q2 2025 and US$9.99 in Q4 2025 to US$7.70 in Q2 2026. This gives investors a clear view of how the top and bottom lines are tracking through the past year. With trailing twelve month EPS...

Garrett Motion recently continued its pattern of outperformance by delivering quarterly earnings above analyst estimates and raising its full-year net sales and net income guidance, reinforcing confidence in management's outlook after these results were reported earlier in 2026. This combination of consistent earnings surprises and upgraded guidance, alongside some views that the shares still trade below intrinsic value estimates, has become a central factor shaping how investors interpret...

Hercules Capital (HTGC) has drawn fresh attention after announcing and completing a fixed income offering of 6.300% notes due July 24, 2031, raising roughly $321.3 million in proceeds before expenses. See our latest analysis for Hercules Capital. Against the backdrop of this new 6.300% note, Hercules Capital’s share price has recently picked up some short-term momentum, with a 30-day share price return of 4.6% and a 90-day gain of 3.8%. This comes even though the year-to-date share price...

AMERISAFE (AMSF) opened Q2 2026 with total revenue of US$92 million and basic EPS of US$0.79, alongside net income of US$14.6 million that frames the quarter as a clean snapshot of its underwriting and investment performance. The company has seen quarterly revenue move from US$81.1 million in Q2 2025 to US$92 million in Q2 2026, while basic EPS across the same quarters shifted from US$0.73 to US$0.79, setting up a picture of how the top and bottom lines have tracked through the current...

Bank of America’s new bond offerings and what they mean for equity investors Bank of America (BAC) has just launched two new senior unsecured fixed rate bond offerings: 5.75% notes due 2046 and 5.65% notes due 2038. This provides a fresh window into how the bank is funding itself over the long term. These bonds, issued at 100% of face value with small underwriting discounts, sit alongside several recent fixed income deals and redemptions and help round out the picture for investors who mainly...

National Bank Holdings (NBHC) has just posted its Q2 2026 numbers, with total revenue of US$127.6 million and basic EPS of US$0.58, alongside net income excluding extra items of US$26.5 million. These figures help set the tone for how investors will read the latest quarter. Over recent periods, the company has seen revenue move from US$104.5 million in Q2 2025 to US$127.6 million in Q2 2026, while basic EPS shifted from US$0.89 to US$0.58 and trailing twelve month EPS stood at US$2.35...

Why SBA Communications is in focus after a large debt raise SBA Communications (SBAC) has just completed several fixed income offerings totaling more than $3.4b, including 4.875% notes due 2030, 5.15% notes due 2031 and 5.450% notes due 2033. These unsecured, callable senior notes, supported by a broad syndicate of co lead underwriters across multiple tranches, give investors fresh information about the company’s capital structure and funding costs to evaluate alongside the stock’s recent...

Event-driven focus on ADT stock ADT (ADT) is back in focus after expectations for in-line second quarter results and a reiterated 2026 outlook, as highlighted by recent commentary from RBC Capital Markets on the company’s progress with customer acquisition. See our latest analysis for ADT. ADT’s recent share price performance has been mixed, with a 30 day share price return of 4.7%, a year to date share price return down 13.86%, and a 3 year total shareholder return of 15.75%. This suggests...

Ituran Location and Control has delivered a strong 182.7% return over the past 5 years, yet its valuation picture is split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the stock may still be on the cheap side. A 182.7% 5 year share price return sets a high bar for new investors, as much of the easy upside may already be reflected in the stock. Valuation can be supported if Ituran Location and Control continues to convert...

Bridgewater Bancshares (BWB) has just posted its Q2 2026 numbers, reporting total revenue of US$40.3 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$157.8 million and EPS of US$1.88. These trailing figures frame the latest quarter against a stronger full year backdrop. The company has reported total revenue increasing from US$111.4 million to US$157.8 million and basic EPS moving from US$1.11 to US$1.88 over the past trailing periods. This sets up the latest result...

FuelCell Energy stock has delivered a very large 277.7% return over the past year, yet the broader valuation checks and market multiples suggest the shares lean expensive rather than obviously cheap. Over the last 12 months, FuelCell Energy has returned 277.7%, which puts extra focus on whether the current price already reflects investors' optimism. The new collaboration with Siemens on large scale fuel cell projects can support expectations for future project wins, while the recent US$225m...

The new U.S. agreement with Saudi Arabia on civilian nuclear energy has put a fresh spotlight on American companies connected to reactors, fuel, engineering, and long term services. A potential multibillion dollar partnership, stretching over decades, could reshape where capital flows across the energy value chain and who wins the next wave of nuclear build out. At the same time, Congressional approval is still pending, so timing and scale remain uncertain. This article breaks down 3 stocks...

Upcoming earnings event puts Select Water Solutions in focus Select Water Solutions (WTTR) has set August 4, 2026 for the release of its second quarter results, followed by an investor conference call the next morning, putting fresh attention on the stock’s recent performance. See our latest analysis for Select Water Solutions. At a share price of $21.35, Select Water Solutions has seen strong momentum recently, with a 15.53% 30-day share price return and a 92.52% year to date share price...

In July 2026, Halozyme Therapeutics announced a global collaboration and licence agreement with Incyte to apply its ENHANZE drug delivery technology to develop additional subcutaneous formulations of INCA033989, a monoclonal antibody targeting mutant calreticulin in myeloproliferative neoplasms, with Halozyme eligible for upfront, milestone and royalty payments on future commercial products. This partnership underlines how Halozyme can integrate its ENHANZE platform into precision oncology...