U.S. Retail REITs Stock News

Knight-Swift Transportation Holdings (KNX) is back in focus after its board declared a higher quarterly cash dividend of $0.20 per share, alongside management’s cautious optimism about trucking conditions as regulators tighten oversight of CDL training schools. See our latest analysis for Knight-Swift Transportation Holdings. The higher dividend and management’s comments come after a strong run in the share price, with a 43.49% 3 month share price return and 14.65% year to date. The 1 year...

In the past week, ReNew Energy Global Plc reported Q3 FY26 results showing revenue rising to ₹31,372 million from ₹21,198 million a year earlier, while its quarterly net loss narrowed sharply to ₹198 million and EPS from continuing operations improved to ₹0.16 from a loss per share of ₹9.47. For the nine months to December 31, 2025, the company’s revenue climbed to ₹111,087 million and net income reached ₹9,608 million, alongside a larger operational portfolio of roughly 11.7 GW and expanded...

The Bancorp recently reported a weaker-than-expected Q4, with revenue and tangible book value per share coming in below analyst estimates due to softer transaction volumes, net interest margin compression, and an unexpected legal settlement cost. Management linked much of the shortfall to the prolonged government shutdown’s impact on fintech-related transaction activity and deposit flows, highlighting how exposed the business is to shifts in customer usage and broader policy...

Earnings date and debt moves put Calumet in focus Calumet (CLMT) is back on investor radar after the company set February 27 for its fourth quarter and full year 2025 earnings release and conference call, paired with fresh attention on recent balance sheet moves. In January, Calumet completed a $405 million private placement of senior notes due 2031. Management indicated the proceeds are earmarked to address 2026 and 2027 maturities and to support more than $220 million of restricted group...

Everest Group (EG) just released fourth quarter and full year 2025 results, shifting from a quarterly net loss to net income while also updating investors on progress under its long running share repurchase program. See our latest analysis for Everest Group. The recent earnings rebound and continued buybacks appear to have supported Everest Group’s momentum, with a 30 day share price return of 8.54% and a 5 year total shareholder return of 60.68%. However, the 3 year total shareholder return...

Recent analyst reports have put TeraWulf (WULF) back in the spotlight as the company accelerates its move away from Bitcoin mining toward AI infrastructure, supported by new infrastructure acquisitions and upgraded earnings expectations. See our latest analysis for TeraWulf. TeraWulf’s latest run to a fresh 52 week high has cooled slightly, with a 16.8% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum has been strong even as short term...

If you are trying to figure out whether Bitgo Holdings at around US$10.87 is a bargain or a value trap, starting with a clear view of what the current price reflects can help you frame the opportunity and the risks. The stock has seen a 1.4% decline over the last 7 days and a 41.2% decline year to date, which can change how the market views its growth potential and risk profile. Recent coverage around Bitgo Holdings has focused on its role in digital asset custody and broader crypto market...

Investors may be wondering whether Devon Energy at around US$44.04 is offering good value right now, or if most of the opportunity is already priced in. The stock has returned 1.3% over the last 7 days, 21.7% over the last 30 days, 16.3% year to date, 29.8% over 1 year, and 164.3% over 5 years, while the 3 year return sits at a 7.4% decline. This gives a mixed picture of how the market has treated the shares over time. Recent coverage has focused on Devon Energy's position in the US energy...

In early February 2026, First Industrial Realty Trust reported higher fourth-quarter 2025 revenue of US$188.41 million and net income of US$78.85 million, issued 2026 net income guidance of US$1.58–US$1.68 per share, and approved a quarterly dividend increase to US$0.50 per share. While full-year 2025 sales rose to US$727.08 million, net income and earnings per share declined versus 2024, making the double-digit dividend hike a particularly important signal about management’s confidence in...

Berkshire Hathaway has increased its stake in Chubb (NYSE:CB), signaling stronger institutional interest in the insurer. Chubb has raised its ownership in China based Huatai Insurance Group, giving it greater exposure to that market. The company has also entered a digital life insurance partnership with Nubank in Brazil, aiming to reach more customers through Nubank’s platform. For investors watching NYSE:CB, these moves come with the stock at $331.89, with a 1 year return of 26.1% and a 5...

If you are wondering whether V.F at around US$20.09 is a bargain hiding in plain sight or fairly priced, you are in the right place to focus on what the numbers actually say about value. The share price has seen mixed moves, with a 3.9% decline over the last 7 days, a 6.7% gain over the past month, a 10.6% return year to date, and a 21.7% decline over the past year on top of a 70.2% decline over five years. These swings sit against a backdrop of ongoing brand and portfolio headlines,...

If you are wondering whether Valaris is still reasonably priced after its recent run, this article walks through what the current share price might be implying about the company’s underlying value. The stock closed at US$88.96, with returns of 11.5% over 7 days, 64.8% over 30 days, 70.6% year to date and 98.6% over the past year. This has put valuation questions front and center for many investors. Recent coverage has focused on Valaris as an offshore drilling contractor and how sentiment...

Soleno Therapeutics (SLNO) is back in focus after recent analyst reports pointed to stronger than expected early sales of its newly commercialized VYKAT XR, solid new patient starts, and interest in its Prader Willi Syndrome program. See our latest analysis for Soleno Therapeutics. Even with the recent analyst enthusiasm around VYKAT XR and the Prader Willi program, Soleno’s 30 day share price return of 9.37% and year to date share price return decline of 18.38%, alongside a 1 year total...

In February 2026, Black Hills Corporation reported past fourth-quarter 2025 results showing sales of US$635.5 million and net income of US$104.9 million, with diluted earnings per share from continuing operations of US$1.39. For the full year 2025, Black Hills grew sales to US$2.31 billion and net income to US$291.6 million, with diluted continuing EPS of US$3.98, highlighting consistent year-on-year earnings expansion. We’ll now consider how this earnings growth, particularly the full-year...

Comcast (NasdaqGS:CMCSA), Classiq and AMD completed a trial using quantum algorithms to improve network routing resilience for internet delivery. The partners tested quantum driven routing on Comcast infrastructure to support more reliable service and uptime. The trial marks one of the first telecom applications of quantum computing focused on real world network operations. For Comcast, a major broadband and media provider, network reliability is central to its business model. The shift...

Trump Media & Technology Group (DJT) is in the spotlight after Truth Social Funds submitted filings to launch two cryptocurrency ETFs tied to Cronos, Bitcoin, and Ethereum, with staking rewards and Crypto.com handling custody and liquidity. See our latest analysis for Trump Media & Technology Group. The ETF filings arrive after a sharp pullback, with a 1 month share price return of 28.55% decline and a 1 year total shareholder return of 64.92% loss. This suggests recent enthusiasm has cooled...

In February 2026, activist investor Impactive Capital escalated pressure on WEX Inc. by launching a proxy contest, nominating four directors and criticizing the company’s operating margins, governance, and long-term performance versus peer Corpay. This challenge comes after WEX completed a US$1.88 billion share repurchase program and reported higher quarterly earnings per share despite largely flat full-year net income, sharpening the focus on how capital has been deployed. We’ll now examine...

Why Canaan’s latest numbers matter for shareholders Canaan (NasdaqGM:CAN) just released fourth quarter and full year 2025 results, fresh earnings guidance for the first quarter of 2026, and January Bitcoin production data, giving investors several new reference points to assess the stock. For the fourth quarter ended December 31, 2025, Canaan reported revenue of US$196.27 million, compared with US$88.77 million a year earlier. The company recorded a net loss of US$85.04 million for the...

Why Empire State Realty Trust Stock Is Back on Investors’ Radar Empire State Realty Trust (ESRT) just paired fresh leasing wins with tenants like TJ Maxx, JP Morgan Chase Bank, Burlington Stores, and Nespresso with updated earnings guidance and recent quarterly results that have caught investor attention. See our latest analysis for Empire State Realty Trust. Even with fresh leases, updated guidance and the recent SoHo acquisition, Empire State Realty Trust’s share price tells a mixed story,...

Why Eaton’s New Credit Facility Matters After Strong Earnings Buzz Eaton (ETN) is back on investors’ radar after strong fourth quarter earnings, a healthy backlog, and firm order trends, followed by upbeat commentary from Jim Cramer and several Wall Street research desks. That backdrop makes Eaton’s new US$8b senior unsecured delayed draw term loan facility, agreed on February 6, 2026 and maturing on December 31, 2026, especially relevant for investors watching how the company funds its next...

RLJ Lodging Trust (RLJ) has fully refinanced its debt maturities through 2028 by extending its revolver, reshaping term loans, and refinancing 2026 secured debt to push the next maturity out to 2029. See our latest analysis for RLJ Lodging Trust. At a share price of $8.29, RLJ Lodging Trust has seen an 8.2% 1 month share price return and a 13.7% 3 month share price return, yet its 1 year total shareholder return of 7.9% decline shows that recent momentum is still working to offset a weaker...

General American Investors Company, Inc. has reported full-year 2025 results, posting revenue of US$24.31 million and net income of US$339.84 million, and earlier this month its board declared a US$0.371875 quarterly cash dividend on its 5.95% cumulative preferred stock, Series B, payable on March 24, 2026. Beyond the headline profit figures, the combination of substantial net income and continued preferred dividend payments highlights how the closed-end fund is currently balancing earnings...

In recent weeks, MSCI has combined an earnings beat and raised outlook with significant insider buying by CEO Henry A. Fernandez, alongside an upcoming CFO presentation at the UBS Financial Services Conference held earlier this month. These actions, together with ongoing share repurchases and renewed positive coverage from major banks, highlight strong internal and external confidence in the resilience of MSCI’s index, ESG, and analytics franchise. Against this backdrop of substantial...

Adobe is being sued over allegations that it used pirated books to train its AI models. The lawsuit emerges shortly after Adobe announced an AI collaboration with Cognizant focused on enterprise content workflows. The case raises questions about legal risk in AI training data and how this could intersect with Adobe’s commercial AI rollout. For investors watching NasdaqGS:ADBE, this legal challenge lands at a time when the stock trades at $260.45 and has seen a 21.9% decline year to date and...