U.S. Retail REITs Stock News

Quest Diagnostics (DGX) has just posted its Q2 2026 numbers, with revenue of US$3.0 billion, basic EPS of US$2.88 and net income of US$320 million setting the tone for the latest update. The company has seen revenue move from US$2.76 billion and EPS of US$2.51 in Q2 2025 to US$3.0 billion and EPS of US$2.88 in Q2 2026. Trailing 12 month revenue sits at US$11.6 billion with basic EPS of US$9.62. With net margin for the trailing period a touch higher than last year and earnings up over the past...

MACOM Technology Solutions Holdings stock has delivered a very strong 332.6% return over the past 5 years, yet its current checks lean expensive, raising the question of how much of the AI and connectivity optimism is already in the price. Over 5 years, MACOM Technology Solutions Holdings has returned 332.6%, which places recent share performance firmly at the high end of what many investors typically see over this kind of window. Recent interest tied to MACOM Technology Solutions Holdings'...

Wolverine World Wide recently appointed Tinuiti as its Media Agency of Record in North America to unify and modernize its data-driven brand and performance marketing. This move highlights Wolverine’s attempt to better connect marketing spend with measurable business outcomes at a time of stagnant sales and sector-lagging earnings growth. We’ll now explore how this new, data-focused marketing partnership could influence Wolverine World Wide’s investment narrative and future margin...

Nasdaq (NDAQ) has just posted its Q2 2026 scorecard, with revenue of US$1.5 billion and basic EPS of US$0.90. This is set against trailing 12 month revenue of US$5.6 billion and EPS of US$3.46 that reflects earnings growth of 30.4% and revenue growth of about 7.2% over the past year. Over the last six reported quarters, the company has seen revenue move from US$1.24 billion in Q1 2025 to US$1.5 billion in Q2 2026, while quarterly basic EPS shifted from US$0.69 to US$0.90. This has been...

American International Group (AIG) has drawn fresh attention after lifting its annualized dividend by 14.3%, giving the stock a dividend yield above the industry average and prompting investors to reassess its income profile and earnings outlook. See our latest analysis for American International Group. At a share price of $79.06, American International Group has seen a 3.84% 1 month share price return and a 5.22% 3 month share price return. Its 5 year total shareholder return of 87.08%...

GeneDx Holdings (WGS) has come under pressure after disclosing a US$31.2 million write off tied to its Fabric Genomics acquisition, reducing revenue guidance by US$65 million, and facing a securities class action lawsuit. See our latest analysis for GeneDx Holdings. These disclosures have sharply shifted sentiment around GeneDx Holdings, with the share price falling 6.9% over the past week and 55.3% year to date. This has occurred even though the three year total shareholder return remains...

Philip Morris International stock has delivered a very strong 143.6% return over the past 5 years, and with the current valuation screens suggesting the shares are about fairly priced, the key tension for investors is whether that performance already reflects most of the intrinsic value suggested by the Discounted Cash Flow (DCF) work. Over 5 years, Philip Morris International has returned 143.6%, which puts the recent share price near a level where it no longer looks obviously cheap. Growth...

Earlier this year, MGIC Investment Corporation’s board approved a quarterly cash dividend of US$0.17 per share, a 13% increase over the previous payout, payable on August 20, 2026, to shareholders of record as of August 5, 2026. This higher dividend underscores management’s emphasis on returning cash to investors at a time when analysts already expect share count to decline through buybacks. Next, we’ll examine how this dividend increase and MGIC’s capital return approach shape the company’s...

Unity Software stock sits in an awkward spot for valuation focused investors, with a share price that has fallen sharply over five years while the broader checks now suggest it is closer to fairly priced than a clear bargain. Over the past five years, Unity Software shareholders have seen the stock decline 73.3%, which sets a low bar for what would count as a convincing recovery story. Recent attention on Unity 7 and talk of potential acquisition interest can support optimism on future cash...

Paymentus Holdings stock has delivered a strong 166.1% return over the past three years, yet its current valuation checks point to a share price that screens as expensive rather than as an obvious bargain. Over the past three years, Paymentus Holdings has returned 166.1%, which puts extra focus on whether the current price still reflects a reasonable expectation for the business. For a payments platform reliant on scaling transaction volumes and managing technology costs, expectations for...

Sharplink stock has seen its share price fall very sharply over the past five years, yet today the valuation checks still lean expensive rather than pointing to a clear bargain. Over the last five years, Sharplink’s share price has declined about 99%, which raises questions about how much long term value the current business model can support. Backing for the EthSystems launch may support Sharplink’s role in Ethereum focused privacy solutions. At the same time, execution risk around turning...

In July 2026, The Hanover Insurance Group announced that longtime CEO Jack Roche would retire at the end of 2026, with chief operating officer Richard Lavey named CEO-elect and slated to join the board on January 1, 2027, following a brief advisory period for Roche. This planned transition hands the reins to an insider who oversees operations and Hanover Agency Markets, which account for about 75% of the company’s US$7.00 billion in gross premiums written. We’ll now examine how appointing...

Berkshire Hathaway has completed its acquisition of Taylor Morrison Home, previously listed as NYSE:TMHC. The transaction converts Taylor Morrison Home into a privately held company while keeping its existing management team in place. The company is expected to undergo board and governance changes under the oversight of Berkshire Hathaway. Taylor Morrison stock, which last closed at $72.45, will no longer trade on public exchanges or be included in equity indices. Taylor Morrison Home,...

Williams-Sonoma (WSM) is back in focus as investors look ahead to the company’s upcoming quarterly earnings report, with recent stock moves shaped by its history of outperforming earnings expectations and cautiously positive analyst sentiment. See our latest analysis for Williams-Sonoma. At a share price of $226.74, Williams-Sonoma has seen a 3.72% 1 day share price gain, while its 90 day share price return of 18.99% and 1 year total shareholder return of 26.54% point to momentum that has...

Cullen/Frost Bankers has delivered a 77.5% total return over the past five years, yet its valuation checks send mixed signals, with an intrinsic value estimate from the Excess Returns model suggesting the stock trades at a discount while traditional market multiples lean the other way. A 77.5% five year return can make Cullen/Frost Bankers look like a long term winner, but it also raises the bar for what counts as good value today. Expectation of further earnings strength may support the...

Akso Health Group has released its full-year results for the period ended March 31, 2026, reporting sales of US$13.84 million and revenue of US$13.83 million, alongside a net loss of US$18.67 million. While top-line figures were slightly lower than the prior year, the loss per share narrowed to US$0.03, pointing to significantly improved cost control or operational efficiency. We’ll now examine how this sharp reduction in net loss shapes Akso Health Group’s investment narrative and what it...

Cleveland-Cliffs (CLF) has just posted Q2 2026 results with revenue of US$5.2 billion and a basic EPS loss of US$0.25, while net income excluding extra items came in at a loss of US$143 million. The company has seen quarterly revenue move from US$4.3 billion in Q4 2025 to US$4.9 billion in Q1 2026 and US$5.2 billion in Q2 2026, as quarterly basic EPS loss narrowed from US$0.44 in Q4 2025 to US$0.41 in Q1 2026 and US$0.25 in Q2 2026. This sets up an earnings season in which investors are...

Lockheed Martin stock has climbed 79.4% over the past five years, yet Simply Wall St's valuation work suggests the shares may still trade below intrinsic value. Both the Discounted Cash Flow (DCF) estimate and market multiples point to an undervalued setup rather than an overly stretched one. Over the last five years, a 79.4% total return indicates investors have already priced in a lot of good news. The key question is whether the current level still leaves a margin between price and...

Abbott Laboratories (ABT) is back on investors’ radar after second quarter 2026 earnings showed higher year over year sales alongside lower net income and earnings per share, refocusing attention on future growth drivers. See our latest analysis for Abbott Laboratories. The latest earnings release appears to have reset expectations for Abbott Laboratories, with the share price up 13.9% over 30 days and 13.1% over 90 days, even as the year to date share price return and one year total...

Earlier this week, Main Street Capital drew attention as investors looked ahead to its now-upcoming August 6, 2026 earnings report and fresh profit and revenue expectations. The discussion has increasingly centered on how any shift in supplemental dividends and credit conditions could reshape the company’s income profile and perceived value. We’ll now examine how concerns over supplemental dividend sustainability may influence Main Street Capital’s broader investment narrative and...

Coca-Cola FEMSA. de stock has delivered a 120.8% total return over the past 5 years, and today its intrinsic value estimate using a Discounted Cash Flow (DCF) approach points to the shares trading at a discount, while earnings based multiples send a similar undervalued signal. A 120.8% gain over 5 years suggests Coca-Cola FEMSA. de has already rewarded long term shareholders, so any valuation gap now matters more to fresh capital. For the current price to align with the intrinsic value...

Thermo Fisher Scientific (TMO) has just posted its Q2 2026 numbers, with revenue of about US$12.0 billion and basic EPS of US$4.68 helping to shape how investors assess the latest half year, while trailing 12 month EPS sits at US$18.63 on revenue of roughly US$46.3 billion. Over the past few quarters, revenue has moved from US$10.9 billion in Q2 2025 to US$12.0 billion in Q2 2026, and quarterly basic EPS has shifted from US$4.28 to US$4.68. This sets up a results season where margins and...

China's market regulator has imposed a major antitrust fine on Trip.com Group (NasdaqGS:TCOM) related to hotel booking practices. Authorities found the company used exclusive arrangements and technical measures that allegedly restricted competition in online hotel distribution. The decision includes corrective requirements aimed at changing how Trip.com Group works with hotel partners and manages platform access. Trip.com Group is a leading online travel services provider, with hotel...

Sunrun (NasdaqGS:RUN) is expanding its Californian distributed power plant to support the state grid with 425 MW of peak capacity. The virtual power plant now spans more than 80,000 households equipped with residential battery systems. The portfolio is integrating with two major state grid service programs to provide utility scale support from distributed resources. Sunrun sits at the intersection of residential solar, battery storage, and grid services, and this expanded virtual power...