U.S. Retail REITs Stock News

Green Plains stock has more than doubled over the past year, yet its current checks suggest the shares still look inexpensive relative to underlying fundamentals rather than stretched after the run. Over the past 12 months, Green Plains has returned 104.2%, which puts recent performance firmly in focus when judging whether the current price still offers value. Recent gains have been linked in part to energy market tensions highlighted by news around U.S. military action and shipping risks...

Texas Capital Bancshares (TCBI) has just posted Q2 2026 results with revenue of US$317.5 million and basic EPS of US$1.85, backed by quarterly net income of US$80.6 million. The company has seen revenue move from US$292.5 million in Q2 2025 to US$317.5 million in Q2 2026, while EPS shifted from about US$1.59 to US$1.85 over the same period, setting the stage for trailing twelve month EPS of roughly US$7.79. With a net profit margin of 27.3% over the past year and a Q2 net interest margin of...

People Inc., led by Barry Diller, has proposed an $18 billion acquisition of MGM Resorts International (NYSE:MGM). The offer has drawn regulatory scrutiny from gaming authorities, including the Nevada Gaming Commission. Legal investigations are examining potential conflicts of interest and fiduciary duty issues related to Diller’s roles as MGM’s largest shareholder and board member. MGM Resorts International, trading at $45.54, is at the center of a high profile takeover proposal that could...

Business First Bancshares, Inc. has reported past second-quarter 2026 results showing higher net interest income of US$77.84 million and net income of US$24.18 million year on year, while also declaring common and preferred dividends payable on August 31, 2026. The company’s completion of a US$11.29 million share repurchase program, alongside increased earnings and affirmed dividends, highlights management’s focus on returning capital to shareholders. We’ll now examine how Business First...

USA Rare Earth (NasdaqGM:USAR) has acquired a 13.6% stake in French rare earth processing company Carester SAS. The deal formalizes a supply chain collaboration focused on rare earth separation, midstream processing, and feedstock and oxide trading. The investment expands USA Rare Earth's position in the European rare earth value chain and connects its platform to Carester's processing facilities and engineering expertise. USA Rare Earth enters this agreement with Carester while its stock...

The paused US$110b merger between Paramount and Warner Bros Discovery has frozen a major shake up in streaming and content distribution, keeping current competitive lines in place for now. For investors, that pause can matter as much as the deal itself, because it helps reveal which stocks look more insulated and which remain heavily exposed to potential shifts in studio power and content supply. This article looks at 3 stocks from a Content Distribution and Streaming Platforms screener that...

West Pharmaceutical Services (WST) has just posted Q2 2026 results with revenue of US$872.3 million, basic EPS of US$2.18 and net income of US$154 million, setting the tone for how investors assess its current profitability. The company has seen quarterly revenue move from US$766.5 million in Q2 2025 to US$872.3 million in Q2 2026, while basic EPS shifted over the same period from US$1.83 to US$2.18, giving investors a clear view of how the top line and per share earnings have tracked...

New Era Energy & Digital (NUAI) is under scrutiny after law firm Bronstein, Gewirtz & Grossman, LLC announced an investigation into potential corporate wrongdoing involving the company and certain officers or directors. See our latest analysis for New Era Energy & Digital. The latest law firm investigation comes after a sharp pullback in New Era Energy & Digital's share price, which fell about 10% in the last session. This followed a 7 day share price return of around 17% and a year to date...

Strive’s share price has fallen sharply in recent years, yet the stock still screens as undervalued on market multiples while its broader valuation checks remain weak. This leaves investors with a mixed message on what the current price really offers. Strive has declined about 90% over the past 3 years, which signals that the market has heavily reset expectations for the business. Any improvement in Strive’s ability to turn revenue into consistent cash flow can help support the current...

FirstCash Holdings (FCFS) opened Q2 2026 with total revenue of US$1.1 billion and basic EPS of US$2.12, set against trailing 12 month EPS of US$8.81 on revenue of US$4.1 billion, alongside earnings growth of 33% over the past year. Over recent quarters the company has seen revenue move from US$830.6 million in Q2 2025 to US$1.1 billion in Q2 2026, while quarterly EPS has shifted from US$1.35 to US$2.12. This has set up a results season in which improving net margins sit at the center of the...

NetApp stock has delivered a strong 136.2% return over the past 5 years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples still point to the shares trading below their assessed value. That combination of a strong track record and indications of undervaluation puts the focus squarely on whether the current price around US$167.74 is still reasonable for new capital. Over 5 years, NetApp has returned 136.2%, which puts long term holders in a comfortable...

Dime Commercial Bancshares has almost doubled shareholders' money over the past three years, yet its current valuation checks and recent share price of US$39.56 point to a stock that screens as undervalued rather than obviously overheated. The stock has returned 95.8% over the last three years, which puts recent short term pullbacks in a wider context of strong longer term gains. For a regional lender like Dime Commercial Bancshares, investor expectations around loan growth and credit...

Lamar Advertising stock has delivered a strong 91.8% total return over the past five years, and the current valuation tension is that both the intrinsic value estimate from a Discounted Cash Flow (DCF) approach and market multiples now suggest the shares trade at a discount to their estimated worth. Over five years, Lamar Advertising has returned 91.8%, which puts more focus on whether the current price still offers an attractive entry point based on fundamentals. The company’s ability to...

Repligen has entered into a definitive agreement to acquire BioLife Solutions, the cell therapy tools company traded as NasdaqCM:BLFS. Following the deal announcement, several law firms have launched investigations into whether the transaction is fair to BioLife Solutions shareholders. The probes focus on the sale process, potential conflicts, and whether investors are receiving adequate value for their shares. BioLife Solutions sits at the intersection of cell and gene therapy workflows,...

Honeywell International (HON) has put up a striking Q2 2026 print, with revenue of about US$9.7 billion and basic EPS of US$17.92, while trailing 12 month figures show revenue of roughly US$38.1 billion and EPS of US$26.04 backed by net income of US$8.3 billion. Over the past few quarters, the company has seen revenue move between roughly US$8.9 billion and US$10.4 billion as EPS ranged from US$0.98 to US$5.75 before the latest spike. This leaves investors to weigh how much of the current...

Mondelez International stock has gained 12.8% year to date, yet its valuation checks send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to significant upside while market multiples suggest the shares already trade on the rich side. The 12.8% year to date return suggests the market has recently been more optimistic about Mondelez International, even though longer term returns have been less supportive. Investment in emerging snack brands such as Final Boss...

Utah Medical Products (UTMD) opened Q2 2026 with total revenue of $8.5 million and basic EPS of $0.84, alongside net income excluding extra items of $2.7 million, providing a clear snapshot of how the business is currently earning its money. The company has reported quarterly revenue moving from $9.7 million and EPS of $0.92 in Q1 2025 to $8.5 million and EPS of $0.84 in Q2 2026, with trailing 12 month revenue at $36.1 million and EPS at $3.28. Investors are weighing these results against a...

City Holding (CHCO) shares are in focus after the company reported second quarter and six month 2026 results, with higher net interest income and largely unchanged net income compared with last year. See our latest analysis for City Holding. City Holding’s latest earnings and buyback update come as the stock trades at $139.62, with a 30-day share price return of 6.33% and a year-to-date share price return of 16.46%, while the 5-year total shareholder return of 112.58% indicates momentum has...

Cass Information Systems (CASS) has just posted Q2 2026 revenue of US$54.5 million and basic EPS of US$0.83, with the trailing twelve months showing US$215.0 million of revenue and basic EPS of US$2.83 as the latest snapshot of its earnings power. Over recent quarters the company has seen revenue move from US$48.6 million in Q2 2025 to US$54.0 million in Q3 2025, US$53.4 million in Q4 2025, US$53.1 million in Q1 2026 and now US$54.5 million. Quarterly basic EPS shifted from US$0.39 in Q2 2025...

AtriCure (ATRC) has put fresh numbers on the table for Q2 2026, reporting revenue of US$153.6 million and basic EPS of US$0.18, alongside net income of US$9.0 million. These results come as the trailing twelve months show EPS of US$0.22 on revenue of US$569.6 million and net income of US$10.6 million. Over the past six quarters, the company has seen quarterly revenue move from US$123.6 million in Q1 2025 to US$153.6 million in Q2 2026, while basic EPS has shifted from a loss of US$0.14 to a...

Goosehead Insurance (NasdaqGS:GSHD) announced that CEO Mark Miller plans to retire, with the transition scheduled for January 2027. President and COO Mark Jones Jr., who has also served as CFO, is set to succeed Miller as Chief Executive Officer at that time. The planned handover outlines a multiyear succession path that keeps leadership within the existing executive team. Goosehead Insurance, a personal lines insurance agency platform, sits in a sector where distribution models, customer...

Ameriprise Financial (AMP) opened Q2 2026 with total revenue of US$5.0 billion and basic EPS of US$12.12, while trailing 12 month revenue sat at US$19.8 billion with EPS of US$41.99 and earnings growth over the past year of 22.4%. Over recent quarters the company has seen revenue move from US$4.9 billion in Q1 2026 to US$5.0 billion in Q2 2026. Over the same period, quarterly EPS shifted from US$9.81 to US$12.12, as trailing net income reached US$4.0 billion. With net profit margins at 19.9%...

Kearny Financial (KRNY) just wrapped up FY 2026 with Q4 revenue of US$44.9 million and EPS of US$0.11, while trailing twelve month revenue came in at US$176.4 million and EPS at US$0.58, alongside earnings growth of 39.1% over the past year. Over recent periods the company has seen revenue move from US$151.6 million and EPS of US$0.42 on a trailing basis in FY 2025 to the current US$176.4 million and US$0.58 respectively, with net profit margin up from 17.2% to 20.6% over the same horizon...

UBS has highlighted progress in Starbucks' US turnaround efforts. The analyst update points to recovery in core operations and customer engagement across the US business. UBS also flagged potential for US comparable sales to outperform current market expectations. Starbucks, NasdaqGS:SBUX, is back in focus as attention shifts from short term share price moves to what is happening inside its largest market. The stock last closed at $103.25, with the company up 23.0% year to date and 12.2%...