U.S. Retail REITs Stock News

Global Net Lease, Inc. recently completed a US$1.8 billion sale of its multi-tenant retail portfolio and refinanced its revolving credit facility, achieving a 35-basis point interest spread reduction and extending the facility's maturity to August 2030 with enhanced lender participation. These actions strengthened the company's credit profile, prompted an S&P credit rating upgrade, and improved liquidity, but came alongside weaker revenue and ongoing net losses reported for the second...

Graham Holdings Company announced past second quarter 2025 results, reporting revenue of US$1.22 billion and a net income of US$36.75 million, marking a return to profitability from a net loss a year earlier. This turnaround follows a period where the company had experienced a net loss, highlighting improved performance in continuing operations compared to the previous year. We'll examine how Graham Holdings' shift to profitability from a prior-year loss shapes the company's broader...

Earlier this month, Ramaco Resources completed a US$200 million upsized public offering of Class A common stock, aiming to accelerate its rare earth elements and critical minerals project while broadening its growth platform beyond metallurgical coal. This move marks a significant shift as the company seeks to diversify in response to rising national interest in US-based critical mineral supply chains and supply security. We'll explore how this equity raise, which underpins Ramaco's push...

Federal Agricultural Mortgage Corporation recently reported strong second-quarter results, with net income rising to US$54.84 million and basic earnings per share increasing to US$4.50 from continuing operations compared to the prior year. Unique in this update, the company expanded its share repurchase authorization to US$50 million and highlighted potential benefits from new federal legislation affecting agricultural lending and insurance. Next, we will explore how record core earnings...

Earlier this week, CoreCivic, Inc. reported second quarter results showing revenue of US$538.17 million and net income of US$38.54 million, alongside a raised full-year earnings guidance projecting net income between US$116.4 million and US$124.4 million, up from its previous estimate. This upward revision was driven by higher federal and state inmate populations and anticipated increases in service demand resulting from new border security and immigration detention funding. We'll now...

Earlier this month, KB Home announced the grand opening of new residential communities, including Entrada Del Toro at Rancho Sahuarita in Arizona and Glades and Vales at Manzano in Las Vegas, featuring modern, customizable, and energy-efficient designs. An interesting aspect is KB Home's continued emphasis on customer satisfaction and personalized homebuilding, offering buyers unique design choices and setting a high standard with ENERGY STAR® certified homes in desirable commuter-friendly...

In the past week, Host Hotels & Resorts raised its full-year 2025 guidance, projecting total revenues of US$6.05 billion to US$6.11 billion, with higher net income and earnings per share, following solid second quarter results and ongoing share buybacks. The company also emphasized its commitment to sustainability with nearly US$5 billion in sustainable financing and investments in hurricane-resistant infrastructure, aiming to strengthen both its environmental track record and operational...

JBT Marel Corporation recently reported second quarter 2025 results, revealing US$934.8 million in revenue and net income of US$3.4 million, alongside a newly declared US$0.10 per share dividend payable on September 2, 2025. Despite sales exceeding analyst expectations and more than doubling year over year, earnings per share missed by 73% while the company reaffirmed guidance and emphasized an optimistic long-term growth outlook. We’ll explore how the combination of strong revenue growth...

PagSeguro Digital Ltd. recently underperformed the broader market as analysts revised their earnings expectations upward ahead of the company’s next report, which is anticipated to show a slight annual earnings decline alongside modest revenue growth. This shift in analyst sentiment highlights increasing confidence in the business, even as short-term profit pressures remain. Next, we’ll explore how these analyst upgrades and revised earnings forecasts affect PagSeguro Digital's investment...

BrightSpring Health Services, Inc. recently reported second-quarter 2025 earnings, highlighting revenue of US$3.15 billion and net income of US$28.21 million, along with a US$608,000 impairment of long-lived assets. The company also raised its full-year 2025 revenue guidance, while upgrades in analyst sentiment and high options market activity indicate increased investor focus on its evolving fundamentals. We'll explore how BrightSpring's revised full-year outlook and robust earnings...

CSW Industrials recently filed a US$514.83 million shelf registration for an ESOP-related offering and reported first quarter sales of US$263.65 million, with net income of US$40.93 million, both rising over the prior year. The company's Zacks Rank #2 (Buy) upgrade reflects improving earnings estimates and heightened business momentum, placing it among the top 20% of covered stocks by Zacks. We’ll explore how this upgrade, driven by positive earnings momentum, could influence the outlook for...

Hamilton Lane announced its first quarter 2025 financial results, reporting revenue of US$175.96 million and net income of US$53.75 million, both down from the same period a year ago. Despite lower earnings, the company increased its full-year dividend target by 10%, signaling confidence in its ongoing cash flow and capital return strategy. To understand the impact of the higher dividend against softer earnings, we'll explore what this means for Hamilton Lane's long-term growth story. Rare...

Murphy Oil Corporation reported second-quarter 2025 earnings ahead of analyst expectations, with strong production performance, increased dividends, and the completion of a US$23 million Eagle Ford Shale acquisition; revenue for the quarter was US$695.57 million, and net income reached US$22.28 million. An important insight is that the company exceeded production guidance, prioritized shareholder value through dividend growth, and reaffirmed its capital allocation plans despite a...

In August 2025, Ardent Health reported second-quarter revenue of US$1.65 billion and net income of US$72.95 million, both increasing from the same period last year, and reaffirmed its full-year financial guidance despite industry headwinds. The company also outlined plans to open five new urgent care centers and two imaging centers in 2025, while pursuing operations improvements to offset potential Medicaid funding reductions over the coming decade. We'll explore how the reaffirmed guidance,...

Prosperity Bancshares recently released its third quarter Form 10-Q, reporting improved profitability and operational performance, including increases in net interest income and net income driven by reduced interest expenses. The company highlighted plans to maintain a strong allowance for credit losses and leverage its established presence in Texas and Oklahoma for ongoing growth, with management emphasizing a continued focus on credit quality. We'll review how Prosperity Bancshares'...

Silicon Motion Technology Corporation recently showcased its MonTitan SM8366 PCIe Gen5 SSD controller solutions and advanced AI storage collaborations at the Future of Memory and Storage 2025 event in Santa Clara, California, demonstrating new offerings across data center, edge, and enterprise applications. This initiative highlights the company's commitment to enabling next-generation scalable storage for AI-driven workloads through industry partnerships and expanding its product footprint...

Bank OZK recently attracted positive analyst attention for offering a US$0.44 per share dividend with a 3.67% yield, outpacing both industry and S&P 500 averages, as well as for its value-oriented valuation metrics and consistent history of dividend growth. An important insight is that Bank OZK has increased its dividend five times over the past five years with an annual average increase exceeding 11%, highlighting its commitment to rewarding shareholders. We'll examine how Bank OZK's...

In recent days, Celcuity Inc. reported positive topline results from the Phase 3 VIKTORIA-1 trial of gedatolisib in advanced breast cancer and completed new capital raises, including US$175 million in convertible notes and an US$85 million follow-on equity offering. This activity highlights both promising clinical progress and significant investor interest in supporting the company's expanding oncology pipeline. With robust new funding, we'll explore how positive Phase 3 clinical data...

Archrock reported robust second quarter 2025 results, including US$318.33 million in sales, US$63.42 million in net income, a higher dividend, and accelerated share repurchases, along with upwardly revised 2025 net income guidance to between US$249.6 million and US$289.6 million. Rising demand for natural gas compression and successful acquisitions further supported record quarterly earnings and EBITDA, underscoring Archrock’s momentum in the energy infrastructure sector. We'll explore how...

In recent days, several analysts have raised their earnings estimates for Acuity, Inc., highlighting the company’s strong valuation and improved earnings metrics. This uptick in analyst sentiment reflects growing confidence in Acuity's fundamentals, with style scores signaling both value and momentum appeal. With analysts lifting earnings projections, we’ll explore how these positive revisions could influence Acuity’s investment narrative going forward. Trump has pledged to "unleash"...

Aveanna Healthcare Holdings recently reported strong second quarter results, showing significant year-over-year growth in revenue and net income, and updated its 2025 guidance to project annual revenue of over US$2.3 billion following the completion of its acquisition of Thrive Skilled Pediatric Care. Despite recording a goodwill and asset impairment loss of US$153,000 this quarter, up from US$80,000 last year, the company’s operational momentum, boosted by M&A activity and rising patient...

In the past week, CareTrust REIT reported second quarter 2025 results revealing a sharp increase in both revenue and net income, driven by the major acquisition of Care REIT plc and ongoing expansion in the U.K. care home market. The company also raised its full-year earnings guidance, while highlighting a robust pipeline of acquisition opportunities across skilled nursing, senior housing, and international markets amid a capital-tight environment. We'll examine how the raised 2025 earnings...

Cushman & Wakefield recently reported second quarter 2025 results, achieving US$2.48 billion in sales and a very large rise in net income to US$57.3 million compared to the prior year. Analyst upgrades followed the results, with the company emphasizing outperformance in Capital Markets, improved financial flexibility from debt reduction, and progress toward sustainability goals. We’ll explore how the strong Capital Markets performance and upgraded outlook could influence Cushman &...

Earlier this month, CBIZ, Inc. released its Employee Experience Guide, providing companies with integrated strategies to attract, retain, and engage a diverse workforce across generations and evolving work arrangements. This new guide highlights the importance of tailored employee investment, extending beyond compensation to foster higher retention, productivity, and organizational profitability through a holistic, technology-enabled approach. We'll explore how analyst endorsement of CBIZ's...