U.S. Retail REITs Stock News

Kinder Morgan (KMI) has put fresh numbers on the board for Q2 2026, reporting revenue of US$4.5 billion and net income of US$867 million. This translates to basic EPS of US$0.39, set against 27.4% earnings growth over the past year and a trailing net margin of 19.2%. The company’s quarterly revenue has moved from US$4.0 billion and EPS of US$0.32 in Q2 2025 to US$4.5 billion and EPS of US$0.39 in Q2 2026. Over the same period, trailing twelve month EPS has increased from US$1.22 to US$1.55,...

Even if it's not a huge purchase, we think it was good to see that Conn Davis, the CEO, President & Director of Byrna...

Brown-Forman stock has fallen sharply over the past few years, yet the latest Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares may still be trading at a discount to what the company’s cash flows imply. Brown-Forman shareholders have seen the stock decline about 60.4% over the past 3 years, which puts recent pricing under closer scrutiny for signs of a possible reset or a value trap. The planned retirement of long-serving CEO Lawson Whiting and a difficult operating...

Steel Dynamics stock has surged over the past few years, yet current valuation checks still point to upside, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples suggesting the shares may be trading below what the fundamentals imply. Steel Dynamics has delivered a very strong 301.2% return over the past 5 years, which puts extra focus on whether recent gains are already pricing in its fundamentals. Record steel shipments and broad based demand can...

Gevo (GEVO) is drawing fresh attention after appointing Todd Werpy, a long-tenured leader in sustainable technologies and biotechnology, to its Board of Directors, alongside interest around the upcoming second quarter 2026 earnings call. See our latest analysis for Gevo. Gevo’s share price has climbed in recent weeks, with a 30 day share price return of 30.71% and a 7 day move of 15.09%. Year to date, however, the share price return is down 11.16%, while the 1 year total shareholder return of...

Interparfums stock has delivered a 77.9% total return over the past five years, yet its current market price sits between two conflicting valuation signals, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while earnings based multiples suggest the shares are not cheap. Over five years, Interparfums has returned 77.9%, which puts recent share performance firmly in positive territory and raises the bar for what counts as attractive value today. The recent update on net...

We wouldn't blame U.S. Bancorp ( NYSE:USB ) shareholders if they were a little worried about the fact that Stephen...

While Natural Grocers by Vitamin Cottage, Inc. ( NYSE:NGVC ) might not have the largest market cap around , it saw a...

The Charles Schwab Corporation ( NYSE:SCHW ) investors will be delighted, with the company turning in some strong...

We'd be surprised if Akamai Technologies, Inc. ( NASDAQ:AKAM ) shareholders haven't noticed that the Executive Vice...

AXIS Capital Holdings has delivered a strong share price run over the past five years, yet the current valuation checks still suggest the stock trades on the cheap side rather than looking fully priced in. AXIS Capital Holdings has returned 160.9% over the past five years, which puts more focus on whether today’s price still offers a margin of safety after such a solid run. For a financial group like AXIS Capital Holdings, investors may see disciplined underwriting and balance sheet strength...

Avery Dennison stock has retreated over the past few years, yet the valuation checks currently lean on the cheap side. This raises the question of whether the recent weakness has already been more than reflected in the price. The share price is down about 19.2% over five years, which means long-term holders have seen meaningful value erode despite the company remaining on investors' radars. Future cash generation and margin resilience can support a stronger valuation over time. However, any...

Quest Diagnostics stock has delivered a 79.9% return over the past three years, and the key question now is whether that strong run is still supported by the current valuation. The Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable gap to the share price, while the broader market multiples suggest the stock is closer to fairly priced. Over the past three years Quest Diagnostics has returned 79.9%, which puts the recent share price firmly in focus for anyone reassessing...

Guidewire Software (NYSE:GWRE) has appointed Dr. Alexander Vollert to its Board. Dr. Vollert is known for leading digital transformation and AI initiatives at AXA and Allianz. The appointment is aimed at advancing AI and digital transformation efforts across Guidewire's platform and applications. Guidewire Software enters this governance change with its stock at $131.38 and a mixed return profile. The share price is up 19.8% over the past 30 days and 63.3% over three years, while returns...

Carpenter Technology stock has delivered an extremely strong run over the past few years, yet its valuation checks now lean expensive. This raises questions about how much optimism is already reflected in the current US$601.54 share price. Over the past 5 years, Carpenter Technology has returned about 15x, which puts pressure on the current valuation to be backed by durable fundamentals. Expectations that the company can sustain healthy profitability and cash generation can support the...

The Morning Bull - US Market Morning Update Friday, Jul, 24 2026 US stock futures are pointing lower this morning, with key contracts on the S&P 500 and Nasdaq down roughly 0.4% as investors focus on rising borrowing costs and stubborn oil driven price pressures. The US 10 year Treasury yield is around 4.65%, which means everything from mortgages to corporate loans is staying expensive. At the same time, US crude inventories climbed by 2.0 million barrels, part of a broader oil story that is...

ON Semiconductor stock has delivered a 133.4% return over the past five years, yet its current valuation checks suggest the shares may be trading at a premium to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) model and earnings multiples that both lean overvalued. A 133.4% return over five years highlights that ON Semiconductor has already rewarded long term holders, which can lower the margin of safety for new investors if expectations are high. Expectations for ON...

Allison Transmission Holdings has delivered a 225.8% total return over the past five years, yet its current share price still screens as cheap against an intrinsic value estimate from a Discounted Cash Flow (DCF) model and supporting market multiples. Recent defense contract wins add fresh cash flow expectations into the mix, raising the question of whether the market is still underpricing that future stream. A 225.8% return over five years points to a stock that has already rewarded long...

Sinclair (SBGI) is back on investors’ radar after recent trading left the stock down 4% over the past month and 15% over the past 3 months, sharpening focus on its media-focused business model. See our latest analysis for Sinclair. At a share price of $13.37, Sinclair’s recent 7 day share price return of down 6.8% and year to date share price return of down 12.2% contrast with a 3 year total shareholder return of about 24%. This suggests recent momentum has faded even though longer term...

Nike (NYSE:NKE) plans to shift all online sales in China to Nike-operated flagship stores on major platforms from 2027. The company intends to end online distribution through thousands of wholesale partners in the Greater China region. This reset focuses on tighter control of pricing, product selection, and brand presentation across Chinese ecommerce channels. Nike is a global sportswear company with a long-standing focus on direct-to-consumer channels, and China is one of its most...

Recent returns put Park National in focus Park National (PRK) is drawing investor attention after a run that includes a year to date total return of 19.8% and a past 3 months total return of 7.6%. These returns are prompting fresh questions about valuation and risk. See our latest analysis for Park National. Recent trading has cooled slightly, with the share price down 3.8% over the past week but still showing a 7.6% 90 day share price return and a 91.8% total shareholder return over five...

After a sharp 21.9% gain over the past month, Thermo Fisher Scientific now sits in a more finely balanced spot on price. The Discounted Cash Flow (DCF) intrinsic value suggests the stock is roughly in line with fair value, while market based multiples lean more expensive. The 21.9% rise in the past month puts recent momentum front and center, which can leave less room for error if expectations later cool. Recent contract wins and product launches can support expectations for future cash...

Penny stocks often get attention for the wrong reasons, yet the Financially Fit Penny Stocks screener focuses on a very different corner of this market. With central banks weighing inflation pressures, bond yields reacting to energy prices and consumer sentiment improving in several regions, financially healthier lower priced stocks can offer targeted exposure without relying on heavy leverage or fragile balance sheets. This screener filters for companies trading below 5 that still keep an...

Waste Connections (NYSE:WCN) raised its full year outlook following Q2 results that came in above internal expectations. The company cited recovering commodity prices, recent acquisitions, and progress on renewable natural gas plants as key drivers. The updated guidance reflects fresh information that was not included in the last published coverage on Waste Connections. Waste Connections, trading at $167.99, is updating investors on a period of change that now includes higher full year...