U.S. Retail REITs Stock News

J.P. Morgan recently initiated analyst coverage on U.S. Physical Therapy, assigning the company an Overweight rating and outlining a positive long-term industry outlook. This new coverage highlights expectations that expanding demand, regulatory shifts, and industry consolidation may help U.S. Physical Therapy unlock additional future growth opportunities. Next, we'll explore how J.P. Morgan's focus on industry consolidation potential may impact the company's overall investment narrative. AI...

Progressive recently executed two share buybacks and launched a partnership with DC and Warner Bros. to promote its in-app Accident Response safety feature through a Superman movie-themed campaign. This collaboration highlights the company's efforts to blend innovative customer engagement with ongoing capital management for broader brand visibility and shareholder focus. We'll explore how this promotional partnership and buyback activity could influence Progressive's investment narrative...

If you own or follow Align Technology (ALGN), you have likely noticed the uptick in headlines and questions swirling around the stock. After the company missed second quarter expectations, lowered its revenue guidance, and disclosed fresh legal scrutiny over its communications to investors, Wall Street’s attention is glued to what comes next. The situation escalated with word of major changes in the executive ranks and more than 37% wiped off the stock price, leaving many investors debating...

Gorman-Rupp was recently upgraded to a Zacks Rank #2 (Buy) following upward revisions in its earnings estimates, highlighting analyst optimism about future performance. This upgrade places Gorman-Rupp among the top 20% of Zacks-covered stocks for estimate revisions, reflecting growing confidence in its valuation compared to peers. We’ll explore how this positive analyst outlook and rising earnings expectations influence Gorman-Rupp’s overall investment narrative. This technology could...

Hecla Mining Company (NYSE:HL) was recently added to the S&P 1000 index, marking an important milestone for the precious metals producer. This index inclusion may amplify investor awareness and potentially attract institutional interest via index-tracking funds now required to hold the stock. We’ll examine how joining the S&P 1000 could impact Hecla Mining’s investment narrative and future visibility in the market. We've found 19 US stocks that are forecast to pay a dividend yield of over 6%...

If you are following Cushman & Wakefield (CWK), the company’s latest report on India’s logistics and industrial leasing market might have caught your eye. Leasing activity in India surged to 30.7 million square feet in the first half of the year and could top 60 million square feet by year-end, a sign that both growth and demand are running strong in one of the world’s most dynamic markets. This release is not just a datapoint for observers of the region, but a reminder of how Cushman &...

If you’ve been keeping an eye on Eagle Materials (EXP), you probably noticed the recent dip in the stock price. The move wasn’t sparked by anything Eagle Materials itself did, but instead by growing apprehension across the U.S. residential construction sector. Several high-profile voices, including Jim Cramer, signaled a preference for alternatives as investors have become wary of ongoing macroeconomic and tariff uncertainties. Fewer people feel optimistic about the housing market, and with...

Genesis Energy Limited recently announced an upcoming dividend increase, with the ex-dividend date having passed on September 24, 2025, and payout ratios previously reaching 92% of earnings and more than 75% of free cash flows. While the company is prioritizing shareholder returns, growing concerns have emerged about the sustainability of these high dividend payments amid forecasts for declining earnings per share. We’ll examine how increasing dividends alongside questions of payout...

If you hold or watch First Busey (BUSE), the company’s latest move might grab your attention. First Busey was just added to the S&P Banks Select Industry Index, an event that can be more influential than it first appears. When a company joins a major index like this, it does more than signal recognition; it often leads to greater visibility and trading volume, as funds tracking the index may start buying shares. This inclusion comes after a period of measured growth and shifting momentum for...

Investors in Carnival Corporation & may be feeling uncertain after the latest news out of the cruise sector. Recent analyst commentary points to a wave of promotions and price cuts across the industry, with Carnival stepping up its efforts to fill cabins and boost bookings. While these moves are aimed at keeping ships busy and revenues flowing, they also signal a shift away from the rapid growth phase that caught the market’s eye over the past year. This has made some investors pause to...

Primoris Services Corporation reported strong second quarter results in 2025, spotlighting increased performance in its Utilities and Energy segments and a project backlog nearing US$11.5 billion. Analysts noted the company’s pursuit of almost US$1.7 billion in data center-related work, reflecting its expanding presence in rapidly evolving infrastructure markets and supporting revenue visibility over multiple years. We'll explore how Primoris Services' renewed focus on renewables and data...

On September 20, 2025, ICON Public Limited Company (NasdaqGS:ICLR) was removed from the FTSE All-World Index, a widely-followed global equity benchmark. This exclusion may prompt significant rebalancing by index-tracking funds and investors, influencing trading flows and perceptions of ICON's market standing. We will examine how ICON’s recent removal from the FTSE All-World Index could impact its investment narrative, especially regarding institutional investor activity. Uncover the next big...

If you own or are watching Service Corporation International (SCI), a recent upgrade to a Zacks Rank #2 (Buy) is sure to catch your eye. This move, sparked by upward momentum in earnings estimates, is more than just a change in a rating. It is a signal that the company’s fundamentals might be improving, and that sentiment around its prospects is tilting positive. Analyst upgrades like these often draw broader investor attention, making them a meaningful turning point for anyone weighing what...

Earlier this week, Docusign announced a collaboration with Clear Secure to launch a new biometric identity verification solution in the U.S., enabling users to verify their identity directly within the Docusign agreement process using CLEAR’s secure platform. This advancement highlights Clear Secure’s expansion into enterprise digital agreements and the growing importance of robust, frictionless biometric security in combating identity fraud driven by generative AI. We’ll explore how this...

Nova recently released its quarterly earnings, reporting revenues of US$220 million, a 40.2% increase year over year, beating analyst estimates on both revenues and adjusted operating income as of September 2025. This performance highlights strong execution and demand in the semiconductor manufacturing sector, as Nova exceeded expectations and outperformed many industry peers during the period. We'll explore how Nova's significant revenue and earnings beats indicate growing demand for its...

If you have been watching Copart (CPRT) lately, this may be the moment you were waiting for. The company is in the spotlight because it is taking action in response to softer unit volumes, particularly in its key insurance consignment channel. An uptick in uninsured and underinsured motorists has reduced vehicles coming through the door. As a result, Copart is now shifting some cars to a direct buy model and trimming out lower-value units, aiming to shore up long-term profitability. In...

Bank First (BFC) just made headlines with its addition to the S&P Regional Banks Select Industry Index. This kind of index inclusion tends to spark investor interest and often draws attention from funds and ETFs that track the index. For shareholders and those watching on the sidelines, this moment might feel like a catalyst, raising questions about how the stock will behave as it takes its place among regional banking peers. This inclusion comes after a solid run over the past year. Bank...

Recursion Pharmaceuticals recently received a US$12.5 million milestone payment from Rallybio following progress on REV102, its ENPP1 inhibitor for the rare disease hypophosphatasia. This comes as the company strengthens its artificial intelligence-driven drug discovery platform with new initiatives, including the Boltz-2 model launched in partnership with MIT and a merger with Exscientia. We'll explore how the milestone payment, alongside enhanced AI capabilities, could influence Recursion...

Korn Ferry’s Board of Directors recently approved a US$250 million increase to its existing share repurchase program, raising the remaining buyback capacity to US$331.4 million, alongside reporting first-quarter revenue of US$715.54 million and net income of US$66.64 million for the period ended July 31, 2025. This expanded share repurchase authorization highlights management’s confidence in the company’s business outlook and ongoing commitment to delivering value to shareholders. We’ll...

In the past week, American Superconductor gained attention after strong momentum in grid reliability and AI infrastructure demand, coinciding with broader growth in semiconductor-driven materials, global data center expansion, and supportive monetary policy following a Federal Reserve interest rate cut. A key insight is that American Superconductor’s transition toward power control solutions positions it to benefit from ongoing modernization of the US electrical grid and the accelerated...

Phillips Edison (PECO) is making waves again, this time by signaling a bold push in the acquisition market for grocery-anchored and shadow-anchored shopping centers. At a recent roundtable, the company’s president highlighted that acquisition activity is up dramatically, with deal flow presented to the investment committee rising 50% over last year. With about $100 million in deals already under contract or awarded, and a pipeline that could reach $400 million by year-end, Phillips Edison...

In recent news, WD-40 has sustained a high return on capital employed of about 28% over the past five years while increasing its investments in the business. This combination of efficient capital allocation and reinvestment is sparking fresh interest in the company's potential for continued growth and shareholder value creation. With this emphasis on reinvesting capital at attractive rates, we'll consider how it may reinforce WD-40's long-term investment narrative. These 11 companies...

Curtiss-Wright (CW) is back in the spotlight after a fresh set of reports underlined the company’s compounded annual earnings per share growth of 22% over the past three years, with revenue climbing nearly 10%. These metrics, along with higher earnings estimates from analysts and clear insider alignment, have caught the eye of both growth hunters and long-term shareholders. For anyone wondering what to do with the stock now, this mix of improved fundamentals and optimistic forecasts is hard...

Allison Transmission Holdings (ALSN) is turning heads this week after announcing its Neutral at Stop fuel-saving technology will now come standard on Kenworth and Peterbilt trucks equipped with its 4700 Rugged Duty Series transmissions. This move is designed to improve both fuel efficiency and day-to-day operating costs for fleets working in stop-and-go environments like city deliveries and waste collection. For investors, this update signals Allison is taking real steps to deliver more value...