U.S. Retail REITs Stock News

In early July 2026, S&P Global Inc. launched a fixed-income exchange offer for US$600 million of 4.250% notes due 2031 and US$400 million of 4.800% notes due 2035, while also confirming the year-end 2026 retirement plans of its Chief Legal Officer, Steven Kemps. The company also reshaped its Market Intelligence division into two focused groups, Kensho Data & Platforms and Enterprise Solutions, under refreshed leadership to align data, analytics, and workflow offerings more tightly around...

Early trial results and BLA timeline put CG Oncology in focus CG Oncology (CGON) is back in the spotlight after positive early Phase II data for cretostimogene grenadenorepvec with gemcitabine and clearer timing for a planned biologics license application in high-risk bladder cancer. See our latest analysis for CG Oncology. The recent early Phase II update and clearer BLA timeline appear to be feeding into sentiment around CG Oncology, with a 30-day share price return of 21.73% and a year to...

Allison Transmission Holdings (ALSN) has drawn fresh investor attention after securing a US$250 million contract to supply 4040 MX transmissions for BAE Systems Hägglunds’ CV90 MkIV infantry fighting vehicles. See our latest analysis for Allison Transmission Holdings. Alongside the new US$250 million defense contract, Allison Transmission Holdings has also been added to several S&P indices. The current US$115.98 share price reflects a year-to-date share price return of 17.22%, while the...

PENN Entertainment (PENN) has launched theScore Bet Sportsbook & Casino in Alberta, alongside standalone theScore Casino and Hollywood Casino apps, extending its Canadian online gaming presence across mobile and web platforms. See our latest analysis for PENN Entertainment. PENN Entertainment’s latest launch in Alberta comes after a strong 90-day share price return of 31.2% and a year to date share price return of 37.91%, even though the 5 year total shareholder return is down 69.13%. If PENN...

Ingersoll Rand recently drew attention ahead of its fiscal second-quarter 2026 earnings release, with analysts projecting diluted earnings of US$0.80 per share versus US$0.77 a year earlier and debating whether the stock is undervalued based on differing valuation methods. Investors are also weighing the benefits of Ingersoll Rand’s growing recurring, high-margin aftermarket revenue against risks from its acquisition-heavy growth model and exposure to shifting global trade policies that...

Madison Square Garden Entertainment (MSGE) is back on investor radars after announcing an expanded multi year marketing partnership with Lexus, broadening the automaker’s visibility across its flagship venues and sports properties. See our latest analysis for Madison Square Garden Entertainment. At a share price of $74.99, Madison Square Garden Entertainment has a 90 day share price return of 20.8% and a year to date share price return of 38.0%, while its 1 year total shareholder return is...

In July 2026, Broadridge Financial Solutions announced that Centralised Raiffeisen International Services & Payments, the shared service centre for Raiffeisen Bank International, upgraded to Broadridge’s next‑generation BRx Match reconciliation platform to support a projected fourfold increase in transaction volumes across 14 European and Asian markets. This long-term, cloud-based BRx Match deployment deepens a client relationship dating back to 2009 and underscores demand for higher...

SLB OneSubsea was awarded a major multi-well EPC contract by Eni for Phase 3 of the deepwater Baleine project offshore Côte d’Ivoire and, alongside this, SLB has expanded its advanced manufacturing footprint in Shreveport and committed to a new innovation facility in Kuwait. Together, these developments highlight SLB’s growing role in complex offshore production systems, large-scale manufacturing, and long-horizon technology partnerships across diverse energy markets. We’ll now explore how...

Valley National Bancorp stock has almost doubled over the past three years, yet both the Excess Returns intrinsic value estimate and traditional earnings multiples still point to the shares trading at a discount to what the business may be worth. Around 97.3% total return over three years suggests Valley National Bancorp has already rewarded shareholders strongly, so the question is whether that performance has fully closed the valuation gap. Recent progress on growing low cost deposits and...

Earlier this month, IES Holdings, Inc. filed a universal shelf registration that covers potential offerings of common stock, preferred stock, debt securities, and warrants. This filing gives the company a flexible toolkit to access capital markets quickly, which can influence expectations around future financing and corporate initiatives. Next, we’ll explore how this expanded capital-raising flexibility could shape IES Holdings’ investment narrative and risk profile for investors. Capitalize...

Somnigroup International (SGI) is back in focus after rival Sleep Number Corporation entered bankruptcy, an event that could reshape the premium mattress sector and open the door to store and intellectual property acquisitions. See our latest analysis for Somnigroup International. The recent news sits against a weaker price backdrop for Somnigroup International, with the share price down 8.24% over the past week and 19.13% year to date, while longer term total shareholder returns of 63.95%...

Halliburton (HAL) stock is back in focus after the company secured major integrated well construction contracts for the GranMorgu deepwater development offshore Suriname, in connection with a long-term drilling and completions program with TotalEnergies. See our latest analysis for Halliburton. Recent trading shows mixed momentum for Halliburton, with the share price up 2.38% over the last day and 6.70% over the past week, but down 11.09% over 30 days and 6.13% over 90 days. The 1 year total...

Recently, Fortive has been highlighted among robotics and automation companies benefiting from innovation, AI integration and expanding applications, with management emphasizing a push for faster, profitable organic growth supported by AI-enhanced product launches and targeted commercial efforts. An interesting angle is Fortive’s continued innovation in healthcare technologies, which adds a differentiated source of demand alongside its broader industrial and robotics exposure. Next, we will...

In recent weeks, FTI Consulting, Inc. has expanded its leadership bench with senior hires in UK Technology, Media and Telecommunications and Australian mining advisory, while also amending and restating its senior unsecured credit facility to lift the revolving line of credit from US$900 million to US$1.50 billions and extend its maturity to June 2031. Together, these moves deepen sector-specific expertise and broaden financial flexibility, which could influence how the firm funds growth...

Fiserv (FISV) stock has drawn fresh attention after activist investor Jana Partners disclosed a stake and began pushing for changes, including a sharper focus on core banking and the potential divestiture of non-core operations. See our latest analysis for Fiserv. Fiserv shares have recently reacted to Jana Partners’ involvement, but the 30 day share price return of 4.83% and year to date share price return of 21.97% lower sit alongside a 1 year total shareholder return that is down 69.35%,...

DXP Enterprises (DXPE) is back on investors’ radar after the company expanded its asset-based revolving credit facility by $40 million to $225 million, a funding move tied directly to its ongoing growth plans. See our latest analysis for DXP Enterprises. The share price of DXP Enterprises has cooled slightly in the very short term, with a 1-day share price return that declined 1.44% and a 30-day share price return that declined 3.74%. However, the year-to-date share price return of 50.95% and...

Recently, Surgery Partners highlighted how the accelerated shift of complex surgical procedures from hospitals to its outpatient centers is being supported by investments in robotics and facility upgrades that enhance its ability to handle higher-acuity cases. This focus on higher-complexity outpatient surgeries could meaningfully influence the mix of procedures performed at its centers, potentially affecting revenue per case and long-term profitability drivers. Next, we’ll explore how this...

Recent Performance Snapshot Credicorp (NYSE:BAP) has drawn investor attention after a mixed short term performance, with the stock down 2.9% over the past day and 0.8% over the past week, yet higher over the past month and over the past 3 months. See our latest analysis for Credicorp. For Credicorp, the recent share price pullback sits against a much stronger backdrop, with a 30 day share price return of 5.3% and a year to date share price return of 35.9%, while the 1 year total shareholder...

Maase (NasdaqGM:MAAS) has drawn fresh attention after recent trading, with the stock moving despite limited new company specific headlines. Investors are reassessing this AI centric systems provider and its current valuation. See our latest analysis for Maase. At the current share price of $15.46, Maase has seen a 1 day share price return that declined 3.38%. However, the 90 day share price return of 130.40% and year to date share price return of 165.41% indicate strong positive momentum...

Li Auto Inc. reported that it delivered 30,895 vehicles in June 2026, bringing cumulative deliveries to 1,733,687 vehicles by mid‑year. Despite celebrating this production milestone and rolling out new models like the Li L8 flagship SUV, Li Auto is contending with weaker vehicle margins and consecutive monthly delivery declines. Next, we’ll examine how these softer margins and falling deliveries may reshape Li Auto’s investment narrative built around technology and expansion. Capitalize on...

Leadership shifts at Copart put governance in focus Copart (CPRT) has drawn fresh attention after announcing that Executive Chairman A. Jayson Adair will resume the Chief Executive Officer role, with current CEO Jeff Liaw stepping down and supporting the handover as Special Advisor. Alongside the CEO transition, the company also promoted Jane Pocock, who has led Copart UK and Ireland since 2019, to President effective August 1, 2026, signaling a wider refresh across its senior ranks. See our...

RH (RH) has drawn fresh attention after announcing a multi-year collaboration with the Mercedes-AMG PETRONAS Formula One Team, positioning the retailer as Global Interior Design and Luxury Furnishings Curator across key race destinations. See our latest analysis for RH. Despite the new Formula One partnership and recent initiatives like RH London and RH Estates, the stock has shown mixed momentum, with a 30 day share price return of 8.04% and a 1 year total shareholder return that declined...

Alphatec Holdings (ATEC) has drawn fresh attention after recent trading moves, with the stock priced at US$9.58 and showing mixed short term returns that contrast with weaker performance over the past 3 years. See our latest analysis for Alphatec Holdings. Against a backdrop of weaker long term total shareholder returns, Alphatec Holdings has recently seen momentum pick up, with a 1 month share price return of 15.70% and a year to date share price decline of 53.85%. This contrasts with a 1...

Analysts have recently spotlighted Sunstone Hotel Investors (SHO) for its relatively low leverage and robust balance sheet, positioning the hotel REIT as a defensive option as investors weigh geopolitical risks and consider the possibility of an economic slowdown. See our latest analysis for Sunstone Hotel Investors. At a share price of $11.22, Sunstone Hotel Investors has seen its share price return climb 15.2% over the past 90 days and 22.9% year to date, while the 1 year total shareholder...