U.S. Retail REITs Stock News

Herc Holdings (HRI) has been in focus after reporting better than expected second quarter 2026 earnings and revenue, raising full year guidance, and outlining expected revenue and cost synergies from the H&E acquisition. The share price of Herc Holdings has eased in the very short term, with a 1-day decline of 0.52% and a 7-day pullback of 3.85%. However, the 90-day share price return of 16.86% points to building momentum, while the 1-year total shareholder return of 18.83% reflects a more...

Innovative Industrial Properties has delivered a sharp decline of investor capital over the past five years, yet recent returns have been more constructive and the stock now screens as cheap on several valuation checks. The result is a stock that has hurt long term holders but currently looks priced more like a recovery or turnaround case. Over the past five years, the share price has fallen 64.6%, which leaves long term investors deeply underwater and raises the bar for any renewed...

In recent days, AGNC Investment has drawn attention as analysts highlighted its double-digit dividend yield, multi-year dividend stability, and intrinsic value estimates that point to a meaningful discount based on excess returns and discounted cash flow models. At the same time, expectations for higher earnings and revenue, alongside management’s emphasis on returns exceeding the current payout, have sharpened the focus on whether AGNC’s high yield is supported by its balance sheet and...

RH stock has seen a steep share price decline over the past few years, yet the current valuation checks suggest the shares now trade close to an intrinsic value estimate rather than at a clear discount. The share price is down about 78.5% over 5 years, which means long term holders have absorbed a very heavy drawdown that now frames how any potential upside is viewed. Future demand for high end home furnishings and RH's ability to convert that demand into stable cash flows can support the...

Earlier this week, CMS Energy reported second-quarter 2026 adjusted earnings per share that matched analyst expectations but declined sharply from the prior year, while reaffirming its 2026 adjusted earnings guidance and issuing 2027 guidance. An interesting angle for investors is that, despite the weaker year-over-year earnings, analyst estimates have recently been revised upward, indicating sustained confidence in the company’s outlook. Next, we’ll examine how CMS Energy’s reaffirmed 2026...

Dividend and earnings news put Teradyne stock in focus Teradyne (TER) is back on investor radars after reporting second quarter earnings that beat estimates, driven by record Memory revenues and strong DRAM and NAND test demand. Alongside the upbeat earnings and dividend declaration, Teradyne’s share price has moved sharply over 2026, with a year to date share price return of 79.25% and a very large 1 year total shareholder return of 215.47%. This signals strong momentum rather than a short...

Gap stock has delivered a strong 97.4% gain over the past three years, yet current valuation checks suggest the shares may still be pricing in less than their estimated business value. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples currently point to an undervalued picture relative to the recent share price around US$20.79. The 97.4% return over three years highlights a meaningful rebound in Gap, although recent shorter term returns have been more muted and...

Fresh U.S. Section 301 tariffs of 10 to 12.5% on goods from 60 economies have turned cross border shipping into a higher stakes game almost overnight. For investors, that disruption can reshape who wins share, pricing power and customs revenue. This article walks through three stocks from a global express couriers and parcel logistics screener that appear positively exposed to the latest tariff shock, and explains what that could mean for portfolios. The three courier stocks highlighted below...

Roku and the National Women’s Soccer League earlier in 2026 expanded their partnership, making the Roku Sports Channel the exclusive free streaming home for eight Sunday night matches this season and 25 matches in 2027. This move deepens Roku’s push into live sports, using its large streaming footprint to give women’s soccer a single, easily accessible destination. We’ll now examine how adding exclusive, free-to-watch NWSL Sunday night matches could influence Roku’s longer-term platform and...

Earlier this month, Opendoor Technologies Inc. completed a US$650 million zero-coupon, senior unsecured convertible note offering due August 15, 2030, providing additional fixed-income growth capital. The company also outlined a quantitative path to adjusted net income breakeven by the end of 2026, linking higher acquisition volumes, improved unit economics, and lower operating expenses per home to a clearer profitability roadmap. Next, we’ll consider how this breakeven roadmap, underpinned...

In recent months, Portland General Electric has filed multiple Federal Energy Regulatory Commission amendments to its Open Access Transmission Tariff to prepare for participation in the CAISO Extended Day-Ahead Market starting October 2026 and to introduce standardized surplus interconnection study agreements. By tightening its market-integration framework and clarifying surplus and interconnection processes, Portland General Electric is positioning its transmission network to more...

In August 2026, Zillow Group, Inc. announced it had resolved a lawsuit with the Federal Trade Commission and five states over its multifamily rental listings syndication agreement with Redfin, allowing the partnership to continue across Zillow, Trulia, HotPads, Rent.com, ApartmentGuide and Redfin while both companies prepare standalone multifamily advertising products for 2027. The settlement not only preserves a syndication that has significantly expanded multifamily inventory and leads for...

Lamb Weston Holdings recently outlined ongoing pressure in its core frozen potato business, with two years of disappointing organic revenue and a projected sales decline, while announcing a US$250 million cost-savings program aimed at improving margins and profitability. An interesting angle is that management is relying not only on internal cost cuts but also on broader industry rationalization to help restore margin health, signaling confidence that a leaner competitive landscape can...

Cybin (HELP) has moved into focus after advancing its lead psychedelic therapy HLP003 into a Phase 3 trial for major depressive disorder, alongside leadership changes including the appointment of Michael Halstead as CEO. Cybin’s recent progress on HLP003 and leadership hires has come alongside sharp share price swings, with a 30 day share price return of 74.21% and a 90 day share price return of 190.99%. Over a 1 year period the total shareholder return is 73.30%, but the 5 year total...

McEwen (MUX) has put leadership changes in focus after announcing the planned retirement of Chief Operating Officer William Shaver and several promotions tied directly to its production, mine construction and permitting objectives. The leadership reshuffle comes at a time when McEwen’s share price has gained 26.22% over the past month and 15.95% year to date. A 96.91% 1-year total shareholder return and 167.74% 3-year total shareholder return point to strong longer term momentum. Compare...

Berkshire Hathaway stock combines a strong 5 year share price gain with valuation checks that still point to meaningful upside, as both an intrinsic value estimate and market multiples suggest the current price leaves room to spare. Berkshire Hathaway has returned 76.4% over the past 5 years, which is a solid long run outcome for investors who stayed invested through shorter term ups and downs. Under new CEO Greg Abel, recent moves into housing related businesses and a larger Alphabet...

Why FTAI Aviation’s New Financing Facility Matters FTAI Aviation (FTAI) closed a new US$2.0b warehouse financing facility for its 2026 SPV, syndicated across 13 lenders, with an accordion feature that could lift total capacity to US$3.0b. The facility funds acquisitions of on-lease, mid-life 737NG and A320ceo aircraft, with FTAI’s Maintenance, Repair and Exchange business handling engine work. This extends the company’s Strategic Capital platform, which has raised US$5.5b of warehouse...

Alkami Technology (ALKT) is back in focus after reports that it is considering a sale of its digital banking business, following interest from potential buyers and pressure from activist investor Jana Partners. At a share price of $20.35, Alkami Technology has seen momentum pick up recently, with a 30 day share price return of 12% and a 90 day share price return of 12%, even though the year to date share price return is down 10.27% and the 1 year total shareholder return is down 20.79%. Track...

In August 2026, Edison International’s board declared a semi-annual US$25.00 per share dividend on its 5.00% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series B, while Southern California Edison approved several September 2026 preference stock dividends tied to its various trust preference securities. At the same time, millions of Southern California Edison customers received a combined US$72 summer bill credit and guidance that future electricity rate updates are expected to...

Talen Energy has already emerged from bankruptcy and executed a plan centered on share buybacks, asset sales, and investment in modern generation capacity to reshape its power portfolio in the tightening US electricity market. A key insight is that these actions, taken alongside a constrained national supply of generation, have set Talen up for stronger free cash flow projections that some investors see as undervalued. Next, we’ll explore how Talen’s post‑bankruptcy repositioning, especially...

Quantum Computing stock has produced an unusually strong very long term return over the past three years, yet the broader valuation checks still flag it as expensive rather than a clear bargain. With the share price now at US$8.65 and recent shorter term returns still weak overall, investors are weighing a sharp historical gain against mixed signals on current value. The stock has delivered a very large gain over three years, which can make the recent share price level sensitive to any...

Dividend increase puts Fortive in focus Fortive (FTV) is in the spotlight after its Board of Directors approved a 16.7% increase in the regular quarterly cash dividend to $0.07 per share, payable on September 25, 2026. At a share price of $59.92, Fortive has seen an 8.18% year to date share price return and a 25.36% total shareholder return over the past year. The recent dividend increase comes after a 6.51% decline in the 30 day share price return and a modest 2.74% gain over 90 days,...

Bristol Myers Squibb (BMY) is back in focus after the FDA granted accelerated approval to ZENBEXUS, a first-in-class CELMoD therapy for adults with relapsed or refractory multiple myeloma. The ZENBEXUS approval lands at a time when Bristol-Myers Squibb’s recent news flow also includes the end of its Cellares partnership for Breyanzi manufacturing and fresh questions around certain patent rights. Yet the share price has a 90-day return of 17.09% and a 1-year total shareholder return of 49.67%,...

Palomar Holdings (PLMR) has attracted investor attention after a recent share price move, with the stock closing at $129.55 on 26 August 2026. This shift is prompting fresh interest in its valuation. Over the past few months, Palomar Holdings has seen its share price swing, with a 30 day share price return that declined 9.51% but a 90 day share price return that gained 21.03%. At the same time, the 1 year total shareholder return of 4.74% and very large 3 year total shareholder return of...