U.S. Retail REITs Stock News

In recent months, Portland General Electric has filed multiple Federal Energy Regulatory Commission amendments to its Open Access Transmission Tariff to prepare for participation in the CAISO Extended Day-Ahead Market starting October 2026 and to introduce standardized surplus interconnection study agreements. By tightening its market-integration framework and clarifying surplus and interconnection processes, Portland General Electric is positioning its transmission network to more...

In August 2026, Zillow Group, Inc. announced it had resolved a lawsuit with the Federal Trade Commission and five states over its multifamily rental listings syndication agreement with Redfin, allowing the partnership to continue across Zillow, Trulia, HotPads, Rent.com, ApartmentGuide and Redfin while both companies prepare standalone multifamily advertising products for 2027. The settlement not only preserves a syndication that has significantly expanded multifamily inventory and leads for...

Lamb Weston Holdings recently outlined ongoing pressure in its core frozen potato business, with two years of disappointing organic revenue and a projected sales decline, while announcing a US$250 million cost-savings program aimed at improving margins and profitability. An interesting angle is that management is relying not only on internal cost cuts but also on broader industry rationalization to help restore margin health, signaling confidence that a leaner competitive landscape can...

Cybin (HELP) has moved into focus after advancing its lead psychedelic therapy HLP003 into a Phase 3 trial for major depressive disorder, alongside leadership changes including the appointment of Michael Halstead as CEO. Cybin’s recent progress on HLP003 and leadership hires has come alongside sharp share price swings, with a 30 day share price return of 74.21% and a 90 day share price return of 190.99%. Over a 1 year period the total shareholder return is 73.30%, but the 5 year total...

McEwen (MUX) has put leadership changes in focus after announcing the planned retirement of Chief Operating Officer William Shaver and several promotions tied directly to its production, mine construction and permitting objectives. The leadership reshuffle comes at a time when McEwen’s share price has gained 26.22% over the past month and 15.95% year to date. A 96.91% 1-year total shareholder return and 167.74% 3-year total shareholder return point to strong longer term momentum. Compare...

Berkshire Hathaway stock combines a strong 5 year share price gain with valuation checks that still point to meaningful upside, as both an intrinsic value estimate and market multiples suggest the current price leaves room to spare. Berkshire Hathaway has returned 76.4% over the past 5 years, which is a solid long run outcome for investors who stayed invested through shorter term ups and downs. Under new CEO Greg Abel, recent moves into housing related businesses and a larger Alphabet...

Why FTAI Aviation’s New Financing Facility Matters FTAI Aviation (FTAI) closed a new US$2.0b warehouse financing facility for its 2026 SPV, syndicated across 13 lenders, with an accordion feature that could lift total capacity to US$3.0b. The facility funds acquisitions of on-lease, mid-life 737NG and A320ceo aircraft, with FTAI’s Maintenance, Repair and Exchange business handling engine work. This extends the company’s Strategic Capital platform, which has raised US$5.5b of warehouse...

Alkami Technology (ALKT) is back in focus after reports that it is considering a sale of its digital banking business, following interest from potential buyers and pressure from activist investor Jana Partners. At a share price of $20.35, Alkami Technology has seen momentum pick up recently, with a 30 day share price return of 12% and a 90 day share price return of 12%, even though the year to date share price return is down 10.27% and the 1 year total shareholder return is down 20.79%. Track...

In August 2026, Edison International’s board declared a semi-annual US$25.00 per share dividend on its 5.00% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series B, while Southern California Edison approved several September 2026 preference stock dividends tied to its various trust preference securities. At the same time, millions of Southern California Edison customers received a combined US$72 summer bill credit and guidance that future electricity rate updates are expected to...

Talen Energy has already emerged from bankruptcy and executed a plan centered on share buybacks, asset sales, and investment in modern generation capacity to reshape its power portfolio in the tightening US electricity market. A key insight is that these actions, taken alongside a constrained national supply of generation, have set Talen up for stronger free cash flow projections that some investors see as undervalued. Next, we’ll explore how Talen’s post‑bankruptcy repositioning, especially...

Quantum Computing stock has produced an unusually strong very long term return over the past three years, yet the broader valuation checks still flag it as expensive rather than a clear bargain. With the share price now at US$8.65 and recent shorter term returns still weak overall, investors are weighing a sharp historical gain against mixed signals on current value. The stock has delivered a very large gain over three years, which can make the recent share price level sensitive to any...

Dividend increase puts Fortive in focus Fortive (FTV) is in the spotlight after its Board of Directors approved a 16.7% increase in the regular quarterly cash dividend to $0.07 per share, payable on September 25, 2026. At a share price of $59.92, Fortive has seen an 8.18% year to date share price return and a 25.36% total shareholder return over the past year. The recent dividend increase comes after a 6.51% decline in the 30 day share price return and a modest 2.74% gain over 90 days,...

Bristol Myers Squibb (BMY) is back in focus after the FDA granted accelerated approval to ZENBEXUS, a first-in-class CELMoD therapy for adults with relapsed or refractory multiple myeloma. The ZENBEXUS approval lands at a time when Bristol-Myers Squibb’s recent news flow also includes the end of its Cellares partnership for Breyanzi manufacturing and fresh questions around certain patent rights. Yet the share price has a 90-day return of 17.09% and a 1-year total shareholder return of 49.67%,...

Palomar Holdings (PLMR) has attracted investor attention after a recent share price move, with the stock closing at $129.55 on 26 August 2026. This shift is prompting fresh interest in its valuation. Over the past few months, Palomar Holdings has seen its share price swing, with a 30 day share price return that declined 9.51% but a 90 day share price return that gained 21.03%. At the same time, the 1 year total shareholder return of 4.74% and very large 3 year total shareholder return of...

Elevance Health (ELV) is back in focus after reporting strong Q2 2026 results, lifting its full year outlook and highlighting AI driven efficiency gains, along with new leadership for Carelon Behavioral Services. Over the past year Elevance Health has seen a solid build in momentum, with a 1 year total shareholder return of 31.28% alongside a 12.66% year to date share price return. AI driven efficiency gains and the Carelon leadership change help frame recent moves around the current...

Iovance Biotherapeutics (IOVA) stock has been in focus after the company received U.S. Food and Drug Administration clearance to begin a Phase I/II basket trial for its next generation IL-12 tethered TIL therapy, IOV-5001. The FDA clearance arrives after a strong run in Iovance Biotherapeutics stock, with the latest share price at $8.26 and a 30 day share price return of 75.74%. This has contributed to a year to date share price return of 227.78% and a 1 year total shareholder return of...

Ultragenyx Pharmaceutical stock has had a difficult long term run, with the share price down about 74.4% over the past 5 years, yet current valuation checks still suggest investors are not getting a clear bargain. Recent gains have come alongside important product news, which makes the current pricing worth a closer look rather than a simple reaction to headlines. The roughly 74.4% decline over 5 years points to a company that has already seen a major reset in investor expectations. This can...

Why Sean Gainey’s Appointment Matters for BigBear.ai Holdings BigBear.ai Holdings (BBAI) has drawn fresh attention after appointing Retired Lieutenant General Sean Gainey to its Board and Nominating and Corporate Governance Committee, underscoring a deeper connection to US defense and security priorities. BigBear.ai Holdings’ share price has been volatile, with a 15.58% 1 month share price return and a 3.91% 7 day share price return, while the stock remains down 45.38% on a year to date share...

Adobe (ADBE) is back in focus after a sector wide rally in enterprise software, where strong AI driven earnings commentary and Adobe's growing AI first recurring revenue, including Firefly, have sharpened attention on the stock. Over the past month Adobe has seen a 16.04% share price return, with a 5.73% one day move and 6.22% 7 day gain as AI related earnings news, sector wide software rallies and updates on its AI first recurring revenue shift have pulled near term momentum higher, even...

Chesapeake Utilities (CPK) is back on investor radars after recent share price moves, with the stock closing at $133.30. The company’s mixed short term and past 3 months returns invite a closer look. Over the past quarter Chesapeake Utilities has built some positive momentum, with an 8.09% 90 day share price return even though the share price has eased 3.35% over the past 30 days. Including dividends, the 1 year total shareholder return of 10.40% points to steady longer term gains. Compare...

Hycroft Mining Holding (HYMC) updated investors on August 18, 2026 with fresh drill results from its 2025 to 2026 Exploration Drill Program at the Hycroft Mine in Nevada, spotlighting Brimstone and Vortex. At a share price of $25.96, Hycroft Mining Holding has had a mixed year, with the 30 day share price return of about 29% offset by a roughly 21% decline over 90 days. The one year total shareholder return is very large and suggests strong momentum building around drill results and shifting...

Amgen (NasdaqGS:AMGN) and AstraZeneca reported positive Phase III results for Tezspire in eosinophilic esophagitis, supporting a potential label expansion. The data are expected to support regulatory submissions for Tezspire as a treatment option in eosinophilic esophagitis. A successful label expansion could open a broader market opportunity and place Tezspire in direct competition with an established eosinophilic esophagitis therapy. Amgen is far from the only company tied to the growing...

With headlines focused on clashes between President Trump and Fed Governor Lisa Cook, plus fresh tariffs on Canada, interest rate policy suddenly feels less predictable and more political. That kind of backdrop can punish some stocks and create openings in others. This article looks at how these cross currents touch three US Dollar-Hedge Exporters and Commodity Producers screener stocks, and why their specific exposures to tariffs, inflation and Fed risk deserve attention now. The stocks...

With the S&P 500 and other major indexes at record highs and the CAPE ratio sitting above 40, plenty of investors are quietly wondering how long the good run can last. Cash and short-duration yield ideas start to look more interesting when valuations look stretched and history hints at bigger swings ahead. This article picks out 3 stocks from a short duration and cash equivalent screener that are closely exposed to this backdrop, and explains why each might deserve a closer look if you care...