U.S. Retail REITs Stock News

Texas Instruments (TXN) caught investor attention after reporting first quarter 2026 results that topped expectations, with sales of US$4,825 million and net income of US$1,545 million, followed by upbeat second quarter revenue and EPS guidance. See our latest analysis for Texas Instruments. The Q1 beat and confident Q2 guidance have arrived alongside a sharp 30 day share price return of 44.21% and a 1 year total shareholder return of 74.73%, signalling strong momentum after a quieter start...

Dividend and equity plans set the stage for closer look at M&T Bank stock M&T Bank (MTB) has declared quarterly dividends on its common and multiple preferred stock series, and has registered up to 2,750,000 common shares under a US$604.12 million shelf linked to an employee stock ownership plan. See our latest analysis for M&T Bank. At a share price of US$216.44, M&T Bank has a 1 year total shareholder return of 27.1% and a very large 3 year total shareholder return. However, the 90 day...

Coca-Cola FEMSA, S.A.B. de C.V. reported past first-quarter 2026 results with revenue of MX$70,925 million and net income of MX$4,342 million, reflecting higher sales but lower profitability versus a year earlier. Beneath the modest top-line growth, earnings were pressured by increased marketing, restructuring, IT expenses and substantially higher financing costs, alongside tax-driven margin pressure in Mexico and Central America. We’ll now examine how this mix of revenue growth and weaker...

Recent performance snapshot for GATX stock GATX (GATX) has drawn investor attention after a recent stretch of positive returns, with the stock up about 12.7% over the past month and 6.4% over the past 3 months. See our latest analysis for GATX. Viewed over a longer stretch, GATX’s 14.95% year to date share price return and 35.42% 1 year total shareholder return suggest momentum has been building rather than fading as investors reassess growth prospects and risks at a share price of...

Highwoods Properties reported first-quarter 2026 results with sales rising to US$214.03 million from US$200.38 million a year earlier, while net income fell to US$31.94 million from US$98.07 million and diluted EPS from continuing operations declined to US$0.29 from US$0.91. Alongside these results, the company reinforced its capital return and portfolio plans through a US$0.50 common dividend, a preferred dividend declaration, and authorization of up to US$250 million in share repurchases,...

In April 2026, Saint Alphonsus Health System announced a joint venture with RadNet through RadNet’s acquisition of a majority stake in Intermountain Medical Imaging, adding five Idaho outpatient imaging centers offering MRI, CT, PET/CT, mammography, ultrasound, X-ray and related services, with Gem State Radiology continuing to provide professional coverage. A key feature of this partnership is the rollout of RadNet’s DeepHealth AI and workflow tools across the centers and Saint Alphonsus,...

In the first quarter of 2026, Arcosa, Inc. reported higher sales of US$571.7 million and a rise in net income to US$37.8 million, while also lifting its full-year 2026 revenue outlook to a range of US$2.6 billion to US$2.7 billion. Alongside stronger margins and earnings, Arcosa reshaped its portfolio by completing a US$450 million barge divestiture and reinvesting into higher-growth infrastructure-focused platforms. With Arcosa raising full-year guidance after divesting its barge business,...

In late April 2026, Urban Edge Properties reported first-quarter results showing year-on-year increases in sales to US$124.19 million, revenue to US$132.62 million, and net income to US$22.65 million, alongside higher basic and diluted earnings per share from continuing operations of US$0.18. At the same time, the company raised its 2026 earnings guidance and highlighted solid leasing momentum plus a new shopping center acquisition at a 7.7% cap rate, underlining management’s focus on...

In the first quarter of 2026, Atmus Filtration Technologies reported sales of US$477.5 million and net income of US$48.4 million, while reaffirming full-year 2026 net sales guidance of US$1.945 billion to US$2.015 billion. The quarter marked a key step in integrating the Koch Filter acquisition, which now underpins Atmus’s new Industrial Solutions segment and supports its capital return program through share repurchases and dividends. We’ll now examine how Koch Filter’s integration progress...

Coastal Financial Corporation recently reported first-quarter 2026 results, with net interest income rising to US$83.36 million and net income reaching US$12.02 million, while also recording US$49.59 million in net charge-offs and expanding its Banking-as-a-Service operations. At the same time, its Coastal Community Bank subsidiary entered a non-binding term sheet to explore acquiring selected Banking-as-a-Service programs from Evolve Bank & Trust, underscoring the growing scale and...

In April 2026, Onto Innovation announced a collaboration with Rigaku Holdings to integrate its Ai Diffract software into Rigaku’s CD‑SAXS X‑ray platforms and agreed to buy a 27% stake in Rigaku for about US$710,000,000, with the X‑ray process control market estimated to exceed US$1.00 billion within five years. This move deepens Onto Innovation’s role in next‑generation semiconductor process control and creates new ways to link its Ai Diffract and OCD tools with X‑ray inspection for advanced...

Amprius Technologies (AMPX) has put itself in front of investors with a packed May calendar, including industry conferences and one on one investor meetings focused on its silicon anode battery solutions. See our latest analysis for Amprius Technologies. The recent schedule of defense and aerospace focused events, new institutional interest from firms like Jane Street and Palisades, and an auditor change to Deloitte come alongside a 138.79% year to date share price return and a very large 1...

Recent strength in Snap (SNAP) has arrived just as investors focus on its May 6 earnings report, the rollout of AI Sponsored Snaps, and Experian’s new AI-powered financial education experience inside Snapchat. See our latest analysis for Snap. Those headlines around AI Sponsored Snaps, Experian’s in app education experience, leadership comments on AI use and activist pressure arrive after a 30 day share price return of 35.85% but a 1 year total shareholder return of 25.56% decline, which...

In April 2026, Cleveland-Cliffs Inc. announced a three-year partnership to embed Palantir Technologies’ AI platform across its production planning, order entry, and operational workflows, while the U.S. Department of Agriculture signed a US$300 million Blanket Purchase Agreement with Palantir to support the National Farm Security Action Plan and modernize farm-facing services. These agreements underscore how Palantir’s software is increasingly woven into critical operational infrastructure...

In late April 2026, Array Technologies appointed Dr. Charlie Wickersham, a long-time First Solar engineering leader, as Senior Vice President of Technology to oversee its hardware and SmartTrack software roadmaps for utility-scale solar. His hire signals a stronger emphasis on integrated technology innovation aimed at improving energy optimization and weather risk mitigation across Array’s tracker solutions. We’ll now examine how bringing in a former First Solar technology leader may...

In the first quarter of 2026, Las Vegas Sands reported higher revenue of US$3,585 million and net income of US$567 million, continued its long-running share repurchase program by buying back 13,000,000 shares for US$740 million, and affirmed a quarterly dividend of US$0.30 per share. Alongside these financial moves, the company is undergoing a leadership transition with Patrick Dumont now serving as Chairman, Chief Executive Officer, President, and Treasurer, while some directors have...

On 30 April 2026, Synchrony announced an expanded co-brand partnership with Lowe’s, becoming the issuer of the new MyLowe’s Pro Rewards American Express Card that can be used wherever American Express is accepted and offers rewards with no annual fee. This broader payments option strengthens Lowe’s appeal to professional customers by extending rewards earning and purchasing flexibility beyond its own stores, potentially deepening Pro loyalty and spend. Next, we’ll examine how this expanded...

Rush Enterprises (RUSH.A) is back on investor radars after first quarter earnings, a fresh dividend declaration, new research coverage and leadership changes, all arriving alongside recent insider option exercises and share sales. See our latest analysis for Rush Enterprises. The recent 1 day share price return of 1.4% and 7 day return of 4.2% pull back slightly from a stronger 30 day share price return of 11%. A 1 year total shareholder return of 52.8% and 3 year total shareholder return of...

At its April 21, 2026 Annual Shareholders’ Meeting, Banco Latinoamericano de Comercio Exterior, S.A. approved changing its name to Bladex Inc., elected new Class “A” and Class “E” directors, reported higher net interest income and net income for the first quarter of 2026, affirmed a US$0.6875 quarterly dividend, and announced a MXN 4.27 billion floating-rate note due 2029. This combination of a refreshed corporate identity, board changes, solid quarterly results, and new funding issuance...

In April 2026, Byline Bancorp, Inc. reported past first-quarter 2026 results showing higher net interest income of US$99.86 million and net income of US$37.58 million, alongside increased earnings per share from continuing operations versus a year earlier. The company also maintained shareholder payouts with a US$0.12 per-share cash dividend and completed a US$10.00 million buyback tranche covering 318,208 shares, while reporting slightly lower net charge-offs than the prior year. Now we’ll...

In late April 2026, Unum Group reported first‑quarter 2026 results showing revenue of US$3,355.2 million and net income of US$232 million, alongside completing roughly US$398.6 million of share repurchases across two previously announced buyback programs. Unum also filed an omnibus shelf registration for multiple security types, giving it broad flexibility to raise capital even as it reduces share count through repurchases and maintains dividends. We’ll now examine how Unum’s strong Q1...

In the first quarter of 2026, SouthState Bank Corporation reported net interest income of US$561.61 million, net income of US$225.82 million, net charge-offs of US$10.5 million, completed a 1,500,000‑share buyback for US$147.59 million, and declared a quarterly dividend of US$0.60 per share. A key feature of this past quarter was the sharp year-on-year jump in earnings, largely tied to higher net interest income and a much lower provision for credit losses, alongside continued capital...

Central Garden & Pet: recent move in focus Central Garden & Pet (CENT) stock has drawn attention after recent trading, with the price at $36.73 and mixed short term returns, including a 1 day decline alongside gains over the past 3 months and year to date. See our latest analysis for Central Garden & Pet. Recent trading softness, with a 1 day share price return of 0.78% and a 7 day share price return of 3.49%, sits against a 90 day share price return of 6.53% and a 3 year total shareholder...

In April 2026, Equifax reported first-quarter revenue of US$1,648.9 million and net income of US$171.5 million, raised its full-year 2026 revenue outlook, continued its share repurchase program, filed an omnibus shelf registration, and announced a partnership with Ataeva to launch an analytics-driven product suite for card issuers. The Ataeva collaboration, built on Equifax’s consumer credit data and over 100 FCRA-regulated attributes, highlights how the company is using more granular...