U.S. Retail REITs Stock News

In September 2025, Simmons First National Corporation completed a US$325 million fixed-to-floating rate junior subordinated unsecured notes offering due October 1, 2035, and raised its quarterly cash dividend on Class A common stock by 1% year-over-year to US$0.2125 per share. This combination of expanding capital through debt issuance and a higher dividend highlights Simmons' focus on financial flexibility and returning value to shareholders. We'll explore how Simmons' recent fixed-income...

Teradyne, Inc. recently appointed Jean-Pierre ‘JP’ Hathout as Group President of its Robotics Group, following his previous roles as President of Universal Robots and Mobile Industrial Robots, with over twenty years of international management background and notable industry experience at Bosch. Hathout’s continued leadership at Universal Robots while leading Teradyne Robotics underscores the company’s emphasis on cross-business continuity and global expertise within its automation...

OSI Systems (OSIS) just landed a major $26 million contract for its Security division, and investors are already taking notice. The company will be supplying radio frequency based systems, which are built to detect and prevent threats against public safety and infrastructure. This announcement is not just a headline; it signals a real customer commitment to OSI’s threat detection technology and suggests more institutions may be ready to follow suit as security needs evolve. Following the...

Tyson Foods recently announced the launch of three new football-themed chicken nugget products and made major leadership changes, appointing Devin Cole as chief operating officer following the exit of chief supply chain officer Brady Stewart over a Code of Conduct violation. These updates highlight Tyson's focus on brand innovation and operational discipline amid ongoing executive turnover that has impacted company leadership in 2024 and 2025. We'll examine how Tyson's latest executive...

If you have been eyeing Spirit AeroSystems Holdings lately, you are definitely not alone. Investors are sizing up whether now is the right moment to make a move with this stock, given its intriguing price action and ongoing buzz in the aviation sector. Over the past year, Spirit AeroSystems has posted a robust 17.7% gain, and an even more impressive 98.2% over the last five years. While the past month and week have brought a dip of -5.8%, the positive longer-term performance hints at...

LiveWire Group recently announced that Jochen Zeitz, its founding Chairman and former CEO, resigned from the Board of Directors effective September 30, 2025, coinciding with his retirement from Harley-Davidson. Zeitz played a central role in guiding LiveWire as it became the first publicly traded electric motorcycle company, and Jonathan Root, a current director and executive at Harley-Davidson, is expected to assume the Chairman role starting October 1, 2025. We’ll explore how leadership...

If you’ve been keeping an eye on Aramark (ARMK), the company’s most recent NFL season announcements are tough to ignore. This fall, Aramark is rolling out inventive game day menu items, next-generation self-checkout tech, and unique retail partnerships across eight major stadiums. With the company doubling down on both speed and experience for fans, it is little surprise investors are taking notice as they ponder whether these bold moves could spur meaningful returns in the months...

In recent days, Regeneron Pharmaceuticals faced heightened investor scrutiny following ongoing DOJ litigation related to Eylea Medicare reimbursement practices, a resulting class action investigation, and reports of weaker-than-expected third quarter 2024 Eylea sales with lower net selling prices. While the company also announced new clinical data in cat and birch allergies and five-year follow-up data for Libtayo in lung cancer, legal and sales challenges around Eylea have become the focal...

Hancock Whitney (HWC) is turning heads after announcing a 20% jump in its annualized dividend, a move that sends a clear message about management’s optimism. Not only is the new dividend yield of 2.84% sitting comfortably above the industry average, but forward-looking guidance also points to earnings growth this year. For investors weighing next steps, such a boost to shareholder returns, paired with a positive financial outlook, is enough to warrant closer consideration of where the stock...

If you've been trying to figure out what to do with Thermo Fisher Scientific (TMO) lately, you're not alone. Barclays' recent upgrade of the stock has turned a few heads, especially coming on the heels of the company's announcement that its long-serving CFO will retire next March. The company already has a clear plan for succession in place. Together, these events have generated a wave of discussion about leadership, strategy, and what might lie ahead for TMO as the industry shifts and...

Okta recently acquired Axiom, a startup specializing in non-human identity security, and has deepened its collaboration with Palo Alto Networks to integrate AI-driven threat protection, addressing emerging cybersecurity needs as AI-based attacks increase. This move, along with strong earnings and expanded government contracts, highlights Okta's focus on advanced identity solutions for both human and machine users as digital transformation accelerates. We'll examine how Okta's Axiom...

Upbound Group (UPBD) is making headlines with a fresh executive move, announcing that Rebecca Wooters will step into the newly created role of Chief Growth Officer on September 18, 2025. This is not just another C-suite reshuffle. It is a strategic shift that will combine marketing, data, analytics, customer experience, and product development into one unified growth-focused team. With decades of experience in digital transformation and a proven ability to drive progress at big names like...

Maximus (MMS) just announced an increase in its equity buyback plan, raising its remaining authorization to $400 million as of September 8, 2025. This move speaks volumes about how management views both the company’s short-term prospects and its long-term potential. Buybacks do not happen without conviction; a larger authorization is generally a way for leadership to signal confidence and show shareholders that they are willing to put real resources behind the stock. This development comes...

On September 12, 2025, Kaled H. Awada, Executive Vice President and Chief People Officer of PG&E Corporation, notified the company of his resignation effective September 30, 2025, to pursue another opportunity. This leadership transition in a critical human capital role may prompt questions about succession planning and PG&E’s ability to maintain organizational stability during a period of significant transformation. To assess the potential impact of this executive change on PG&E’s outlook,...

Carpenter Technology recently announced key leadership changes, including appointing Tony R. Thene as Chairman of the Board and promoting Brian J. Malloy to President and COO, following a significant director share sale and its presentation at Morgan Stanley’s 13th Annual Laguna Conference. These developments coincide with ongoing robust demand from the global aerospace sector and major multi-year supply agreements, both of which underpin analysts’ views of Carpenter as undervalued with firm...

If you have ever wondered whether Progress Software (PRGS) could shape the next phase of enterprise AI, the company’s new Agentic RAG platform might be the spark investors have been watching for. Progress just unveiled this no-code, SaaS-based retrieval-augmented generation solution, designed to help businesses unlock trusted, verifiable generative AI from all corners of their data—whether text, video, or audio, in any language. With AI moving from promise to reality for mainstream...

At its September 3, 2025 annual general meeting, Under Armour shareholders voted against a proposal requesting additional reporting on the company's plans and resource commitments to reach its science-based emissions reduction targets. This decision draws attention to ongoing discussions around environmental transparency, highlighting how investor priorities and sustainability practices intersect in shaping corporate policies. We’ll explore how the shareholder vote on enhanced climate...

GXO Logistics recently opened a state-of-the-art automated distribution center in Dorsten, Germany, in partnership with Levi Strauss & Co, as part of a long-term European expansion initiative. This facility showcases GXO's focus on advanced automation and sustainable logistics solutions, supporting its ongoing growth strategy in key European markets. We'll review how GXO's new automated German facility and European expansion affect its investment narrative and outlook. The end of cancer?...

Earlier this month, Arista Networks announced major executive changes with Kenneth Duda becoming President and CTO, and Tyson Lamoreaux joining as Senior Vice President of Cloud and AI Networking, coinciding with amendments to company bylaws enabling multiple presidents and updated Delaware forum selections. These moves highlight Arista Networks’ effort to prioritize AI and cloud systems engineering, reflecting its increased ambition in next-generation networking technologies. We’ll explore...

Frontier Group Holdings recently presented at Morgan Stanley’s 13th Annual Laguna Conference, following an insider sale by the Senior Vice President of Customers and an analyst upgrade from Deutsche Bank, which was linked to anticipated benefits after Spirit Airlines’ bankruptcy and plans to launch 20 new routes. A unique aspect is that while discussions between Spirit and Frontier executives focused on Spirit’s recovery efforts post-bankruptcy, there were no acquisition talks, suggesting...

In recent days, Digi International launched its Digi XBee® for Wi-SUN® solution and unveiled a new IEC 60601-1 compliant Digi Connect® EZ 4 serial server for medical environments, targeting mission-critical IoT connectivity across healthcare, smart city, utility, and industrial applications. These product introductions highlight Digi's focus on expanding secure, recurring revenue offerings with advanced cloud management and deep integration into essential infrastructure sectors. We'll...

Earlier this month, a media investigation reported allegations of abuse and neglect at a GEO Group-operated immigrant detention center in Alexandria, Louisiana during the Trump administration, raising concerns about due process violations and inadequate conditions. This coverage has amplified existing scrutiny of GEO Group’s operational practices, intensifying questions about the company’s financial outlook and risk exposure. To assess the impact of this heightened reputational risk, we’ll...

Integral Ad Science Holding recently reported strong annual earnings per share growth from US$0.018 to US$0.34, accompanied by higher EBIT margins and increased revenues. Company leadership's significant insider ownership, holding US$14 million in shares, highlights robust management-shareholder alignment and commitment to long-term value creation. We'll now explore how this improved profitability and management alignment could influence Integral Ad Science Holding’s investment narrative...

Earlier this month, PayPal Holdings reported a 5% year-over-year revenue increase to US$8.29 billion for Q2 2025 and announced a major US$6 billion share repurchase program to accelerate buybacks, alongside growth in active accounts to 438 million. PayPal’s ongoing product diversification, highlighted by new offerings such as PayPal World and expanded crypto features, has strengthened core profitability and underpins management’s efforts to optimize long-term value for shareholders. We'll...