U.S. Retail REITs Stock News

Revvity (RVTY) is drawing fresh attention after reporting first quarter 2026 results that exceeded analyst expectations on revenue and adjusted EPS, while also lowering full year guidance and moving to divest its China Immunodiagnostics business. See our latest analysis for Revvity. Despite the Q1 beat and corporate moves around guidance, governance and dividends, recent share price performance has been weak, with a 90 day share price return of 14.46% and a 1 year total shareholder return...

AGCO earnings jump puts recent moves in focus AGCO (AGCO) has just reported first quarter 2026 results, with sales of US$2,342.9 million and net income of US$55 million, alongside a higher quarterly dividend and recent board changes catching investor attention. See our latest analysis for AGCO. The stock has picked up momentum around these results, with a 1 day share price return of 2.34% and a year to date share price return of 14.59%, while the 1 year total shareholder return sits at...

In recent weeks, Diodes Incorporated has been assigned a Momentum Style Score of B and a Zacks Rank of #1 (Strong Buy), reflecting upbeat analyst earnings revisions and strengthening sentiment following its sustained outperformance versus the broader Semiconductors industry. This combination of rising earnings expectations and consistent industry outperformance highlights how Diodes’ current positioning aligns with investors’ preference for companies showing both operational traction and...

Diversified Healthcare Trust has reported past first-quarter 2026 results showing revenue of US$366.47 million, sales of US$49.25 million, and a net loss of US$43.28 million, with basic and diluted loss per share from continuing operations of US$0.18. Despite the wider loss and lower revenue, the REIT’s funds from operations of US$0.14 per share exceeded consensus expectations, drawing fresh analyst attention to its senior housing recovery and balance sheet repositioning. With funds from...

In the first quarter ended March 31, 2026, Essential Properties Realty Trust, Inc. reported revenue of US$158.8 million and net income of US$59.79 million, both higher than a year earlier, while basic and diluted EPS from continuing operations edged slightly lower to US$0.28. The combination of rising revenue and net income alongside nearly full occupancy and disciplined, low-leverage growth has reinforced Essential Properties Realty Trust’s reputation for resilient cash flows in the triple...

DTE Energy’s first-quarter 2026 results showed revenue rising to US$5,141 million from US$4,440 million a year earlier, while net income fell to US$247 million and diluted EPS from continuing operations dropped to US$1.19 from US$2.14. At the same time, DTE is progressing multi‑gigawatt data center contracts with Oracle and Google that could significantly reshape its long-term load growth and infrastructure investment needs, even as analysts and management reiterate confidence in the...

IAC Inc. has reported first-quarter 2026 results, with sales of US$422.89 million versus US$481.69 million a year earlier and a net loss of US$71.88 million compared with US$216.81 million, alongside the closure of long-running Ask.com and continued portfolio reshaping including the completed Angi spin-off. Together with the rebrand of Dotdash Meredith as People Inc. and ongoing cost-saving and asset-divestment efforts, these moves signal IAC’s push to concentrate on human-created premium...

Marzetti (MZTI) just reported third quarter earnings, with slightly lower sales and profit than a year ago but record gross profit driven by cost savings programs and productivity improvements. See our latest analysis for Marzetti. The stock has been under pressure despite recent news, with a 30 day share price return of 17.95% decline and a 1 year total shareholder return of 26.34% decline, pointing to fading momentum even as cost savings and the Bachan’s acquisition reshape the story. If...

EOG Resources reported its first-quarter 2026 results on May 5 after market close, with performance shaped by earlier strength in West Texas Intermediate prices and crude-weighted production volumes. The company’s extensive, oil-heavy acreage in premier U.S. shale plays and large inventory of undeveloped drilling sites remains central to its production and earnings outlook. We’ll now examine how stronger crude pricing ahead of the release may influence EOG Resources’ broader investment...

Event overview and recent stock context Agios Pharmaceuticals (AGIO) has drawn attention after a recent share price pullback, with the stock down about 22% over the past month and modestly negative over the past 3 months. See our latest analysis for Agios Pharmaceuticals. That recent 22% one month share price pullback comes after a relatively flat 90 day share price return of about 1% decline and a modestly positive year to date share price return of 1.4%. At the same time, the 1 year total...

Vishay Intertechnology (VSH) has been in focus after launching a thin film submount platform for next generation optical transceivers and advanced packaging, along with new ultrafast rectifiers in a compact DFN6546A power package. See our latest analysis for Vishay Intertechnology. The recent product launches come as momentum in Vishay Intertechnology’s stock has picked up, with a 64.53% 1 month share price return and a 99.93% year to date share price return at a last close of $30.57. The 1...

Fifth Third Bancorp (FITB) is in focus after opening its first Texas financial center in Frisco, as part of more than US$700 million of planned investments that extend its recently merged Comerica footprint. See our latest analysis for Fifth Third Bancorp. Fifth Third’s Texas expansion comes as the stock trades at US$49.40, with a 30 day share price return of 4.86% but a 90 day share price decline of 6.35%, alongside a 1 year total shareholder return of 37.26% and a 3 year total shareholder...

First quarter loss puts Cogent Biosciences stock in focus Cogent Biosciences (COGT) is back on investor radars after reporting a first quarter net loss of US$97.35 million for the period ended March 31, 2026, compared with US$71.99 million a year earlier. See our latest analysis for Cogent Biosciences. The latest quarter's larger loss comes after a year where total shareholder return was very large at over 7x. The share price return year to date of 5.73% and 30 day share price return of 4.32%...

Wondering whether Netflix at around US$91 per share is a bargain or just fairly priced? This breakdown focuses squarely on what you are getting for the price you pay. The stock has seen a 1.4% decline over the past week and a 7.7% decline over the last 30 days, with a 20.0% decline over the past year set against a 174.0% return over three years and 83.8% over five years. Recent attention on Netflix has centered on its position as a major streaming platform and how investors weigh long term...

OGE Energy (OGE) stock is back in focus after the company reported softer first quarter earnings while confirming long term Electric Service Agreements to power multiple Google data centers in Oklahoma using new solar backed capacity. See our latest analysis for OGE Energy. Despite the softer quarter, the stock has held firm, with a 90 day share price return of 10.46% and an 11.57% year to date share price return. The 5 year total shareholder return of 74.36% points to momentum that has built...

USA Compression Partners (USAC) heads into its Q1 2026 earnings release with increased revenue and earnings estimates for 2026 and 2027 in the past 3 months, following a prior quarter that missed expectations. See our latest analysis for USA Compression Partners. At a share price of $26.95, USA Compression Partners has seen a 13.28% year to date share price return, supported by a 5.56% 90 day gain. The 5 year total shareholder return of 193.40% indicates strong long term compounding despite...

Ball Corporation has reported past first-quarter 2026 results, with sales rising to US$3,603 million from US$3,097 million and net income increasing to US$205 million from US$179 million year on year. Earnings per share from continuing operations advanced to US$0.77 from US$0.64, highlighting margin improvement alongside top-line growth rather than volume alone. With first-quarter earnings showing higher revenue and earnings per share, we’ll now assess how this influences Ball’s broader...

Waste Management (WM) just posted first quarter 2026 results that featured higher sales, net income and earnings per share, supported by stronger operating EBITDA, expanded margins, renewable energy growth and increased free cash flow funding dividends and buybacks. See our latest analysis for Waste Management. Despite the solid first quarter update, Waste Management’s recent price action has been fairly muted. The 30 day share price return shows a 3.22% decline and the year to date share...

Upcoming earnings put Workiva in focus Workiva (WK) heads into its upcoming earnings announcement after the bell on Tuesday, with investors watching how new results line up against its history of beating revenue expectations and adding high value enterprise customers. See our latest analysis for Workiva. Workiva's share price has been choppy ahead of earnings, with a 3.32% 1 day share price return and 4.97% 7 day gain. These are offset by a 21.42% 90 day decline and 31.81% year to date drop,...

Q1 earnings and guidance reset the conversation on TransUnion (TRU) TransUnion (TRU) has drawn fresh attention after reporting first quarter 2026 results alongside higher guidance, ongoing share repurchases and a new small business product that together give investors more to work with. See our latest analysis for TransUnion. Despite solid Q1 numbers and higher guidance, the stock has recently given back some ground, with a 7 day share price return of 3.01% and a year to date share price...

How Aptiv stock has been performing Aptiv (APTV) has been under pressure recently, with the stock showing a 1-day return of a 1.6% decline and a past-week return of a 0.9% decline, extending a 1-month decline of 2.4%. Over the past 3 months, Aptiv has recorded a 23.9% decline and the year-to-date return stands at a 24.1% decline, while the 1-year total return is 19.6%. Over the longer term, the 3-year and 5-year total returns reflect declines of 25.2% and 51.1% respectively. See our latest...

Why Kailix’s new position is drawing attention to Select Water Solutions Kailix Advisors LLC’s newly disclosed stake in Select Water Solutions (WTTR), together with the company’s focus on water infrastructure and recycling and the approaching Q1 2026 earnings release, has pushed the stock onto more investors’ watchlists. See our latest analysis for Select Water Solutions. At a share price of $16.61, Select Water Solutions has seen strong momentum, with a 30 day share price return of 9.42%, a...

What Eagle Materials' Recent Moves Mean For Shareholders Eagle Materials (EXP) has drawn fresh attention after a recent pullback left the stock with a negative 1 day and past week return, despite a gain over the past month. See our latest analysis for Eagle Materials. The recent 1 day and 7 day share price declines sit against an 8.95% 1 month share price return. The 1 year total shareholder return of a 12.40% decline contrasts with a 5 year total shareholder return of 41.24%, suggesting...

Why OneMain Holdings Stock Is Back in Focus After Q1 2026 OneMain Holdings (OMF) is back on investors’ radar after Q1 2026 results beat EPS expectations, accompanied by reaffirmed guidance, active share repurchases, and a US$1.05 quarterly dividend declaration. See our latest analysis for OneMain Holdings. Despite a strong Q1 update, the recent 7 day share price return of a 6.43% decline and 90 day share price return of a 13.89% decline point to fading near term momentum, even as the 1 year...