U.S. Specialized REITs Stock News

In the past month, Southern Company reported quarterly results with both revenue and earnings per share coming in ahead of analyst expectations, while also highlighting its long-running support for aquatic habitat restoration across several Southeastern states through grants awarded by the National Fish and Wildlife Foundation. This combination of financial outperformance and long-term environmental partnership underscores Southern's dual focus on operational execution and regional...

Why Adaptive Biotechnologies Stock Is Back in Focus Adaptive Biotechnologies (ADPT) is drawing attention after reporting full year 2025 results, with sales of US$276.98 million, a net loss of US$59.5 million, and fresh 2026 revenue guidance for its MRD business. See our latest analysis for Adaptive Biotechnologies. The earnings release and 2026 MRD revenue guidance appear to be a key backdrop for recent trading. The share price is US$16.04, with a 3.22% 1-day share price return and a 13.76%...

Why Riot Platforms Stock Is On Investors’ Radar Riot Platforms (RIOT) has drawn fresh attention after a recent 7.2% one day move, adding to a 5.3% gain over the past week, even as its month return remains negative. See our latest analysis for Riot Platforms. The sharp 7.2% one day share price return and 5.3% 7 day share price return sit against a 12.1% 30 day share price decline, while the 1 year total shareholder return of 24.0% and 3 year total shareholder return of around 1.3x show that...

Apptopia released a detailed mobile app performance analysis comparing Flutter Entertainment's FanDuel app with DraftKings and Kalshi. The investor note reviews user engagement, churn, downloads, and app overlap across major US sportsbook operators. This is the first material third party dataset directly contrasting key operating metrics for NYSE:FLUT against close US peers. Flutter Entertainment, through its FanDuel brand, is a major player in US online sports betting and gaming, competing...

UMH Properties (UMH), a U.S. manufactured home community REIT, has drawn investor interest recently as its shares trade near $16 and its recent returns and fundamentals invite closer attention. See our latest analysis for UMH Properties. At a share price of $16.09, UMH Properties has posted a 6.49% 90 day share price return, while the 1 year total shareholder return of a 5.78% decline contrasts with a 22.25% gain over five years. This suggests momentum has been mixed rather than moving in a...

StandardAero recently completed its first performance restoration shop visit for a CFM LEAP‑1A engine at its San Antonio facility, marking a key milestone in its LEAP maintenance, repair and overhaul program for more than 20 global customers including AerCap. This progress, backed by hundreds of industrialized LEAP component repairs and an expanding in‑house technician training pipeline, underscores StandardAero’s growing role in supporting the large and long‑lived LEAP engine fleet. Next,...

Gen Digital (NasdaqGS:GEN) launched its Gen Agent Trust Hub to address security risks tied to autonomous AI agents. The company reported that its Threat Labs found vulnerabilities in popular autonomous agents such as OpenClaw. Gen Digital also introduced new LifeLock identity protection products designed to track changing customer financial lives. The company released a public policy paper calling for tougher action against organized scams in collaboration with U.S. policymakers. For you as...

Acadia Realty Trust (AKR) has released its fourth quarter and full year 2025 earnings, reporting higher sales and revenue alongside lower net income and earnings per share, while also updating investors on funds from operations guidance for 2026. See our latest analysis for Acadia Realty Trust. The earnings release and recent leadership updates have come after a mixed year for the stock, with a 1 day share price return of 1.88% but a 1 year total shareholder return decline of 10.26%. In...

ProPetro Holding (PUMP) has drawn fresh attention after its recent share performance, with the stock showing positive returns over the past month and the past 3 months. This has put its current valuation in sharper focus for investors. See our latest analysis for ProPetro Holding. At a share price of $12.02, ProPetro Holding’s recent 1 month share price return of 14.59% and 1 year total shareholder return of 36.44% suggest momentum has been building rather than fading. This naturally puts...

Recently, Eos Energy Enterprises confirmed it will report its fourth-quarter and full-year 2025 results on February 26, 2026, alongside an earnings call open to shareholder questions via Say Technologies. Around the same time, Brightline Capital Management, LLC exited its entire position of about 1,754,000 Eos shares, despite the company reporting record quarterly revenue and a multi-billion-dollar commercial pipeline but continuing to post losses. With Brightline’s full exit following...

International Seaways recently reported that it has been outperforming earnings expectations, with its most recent quarterly EPS of $1.15 topping the prior consensus estimate of $0.91 and analysts highlighting an Earnings ESP that points to the potential for another earnings beat. The company’s plan to release its fourth quarter and full-year 2025 results on February 26, 2026, has sharpened focus on its pattern of earnings surprises and the growing optimism in analyst revisions around its...

First Horizon (NYSE:FHN) has appointed Leilani Farol as Senior Vice President and Chief Information Security Officer. Farol will lead the bank's enterprise cybersecurity strategy and data protection efforts. For you as an investor, this move highlights how seriously First Horizon is treating cybersecurity at a time when digital risks are front and center for financial institutions. The company’s shares last closed at $24.56, with a 1 year return of 14.4% and a 5 year return of 78.3%, which...

Uranium Energy (UEC) recently filed a shelf registration to offer up to 6,000,000 common shares, representing roughly US$90.24 million. This filing puts potential dilution and the company’s capital plans in sharper focus for shareholders. See our latest analysis for Uranium Energy. Against this backdrop, Uranium Energy’s share price has pulled back over the past month, with a 30 day share price return of 9.71% and a 7 day share price return of 3.72%. However, the 90 day share price return of...

FirstSun Capital Bancorp (NasdaqGS:FSUN) is involved in a proposed merger with First Foundation Inc. Halper Sadeh LLC has launched an investigation into potential breaches of securities laws and fiduciary duties related to the deal. The review focuses on whether the terms of the merger are fair to FirstSun shareholders. FirstSun Capital Bancorp, trading at $39.19, sits at the center of this merger story as investors weigh deal terms against recent share performance. The stock shows a 3.6%...

Insperity (NYSE:NSP) is rolling out major cost-cutting measures, including a reduction in non-sales staff and tighter expense controls, in response to profitability pressure. The company is targeting a $20 million cut in operating expenses while pushing ahead with HRScale, its new mid-market HR platform developed with Workday. HRScale is aimed at thousands of employees across small and mid-sized businesses, signaling a shift in how Insperity serves the mid-market HR segment. For investors...

Pilgrim's Pride is expanding its Just Bare brand and planning new growth projects as it responds to current industry conditions. The company is preparing investments in a new Georgia facility and increasing capital deployment in Mexico. These moves come while Pilgrim's Pride manages challenges such as commodity price swings and pressure on margins. Pilgrim's Pride, traded as NasdaqGS:PPC, is pushing ahead with brand and capacity expansion while its shares trade around $43.32. Over the past...

Analog Devices (NasdaqGS:ADI) has responded to a shareholder proposal concerning special meeting rights. The board is recommending that investors vote against the proposal, citing its existing corporate governance framework. The discussion centers on how shareholder rights and board oversight should be structured at the company. For you as an investor, this kind of governance news can be just as important as product announcements, particularly with a large analog and mixed signal chip...

Pune plant spotlight and why it matters for CNH Industrial (NYSE:CNH) shareholders CNH Industrial (NYSE:CNH) recently put its Pune, India manufacturing plant in the spotlight, underscoring its farm mechanisation capabilities, tailored equipment for local conditions, and contribution to skill development and environmentally aligned operations. The facility’s role in supplying agricultural machinery to both Indian and international markets adds useful context if you are weighing CNH’s global...

W.W. Grainger, Inc. recently reported past fourth-quarter 2025 results showing sales of US$4,425 million and full-year 2025 sales of US$17.94 billion, alongside issuing 2026 net sales guidance of US$18.70 billion to US$19.10 billion while also facing a new California labor class action alleging wage and hour violations. Despite higher sales, the company’s 2025 net income and earnings per share from continuing operations declined, highlighting pressure on profitability as it invests in...

CEO transition and what it could mean for Penguin Solutions stock Penguin Solutions (PENG) is in focus after long serving CEO Mark Adams retired from the company and its board, with technology executive Kash Shaikh stepping in as President and Chief Executive Officer. See our latest analysis for Penguin Solutions. The CEO transition comes as Penguin Solutions trades at US$19.37, with a 1 day share price return of 3.53% and a 7 day gain of 3.14%, offset by a 1 month share price decline of...

In early February 2026, Gallagher Re appointed Minesh Jani, a reinsurance veteran with over three decades of experience and most recently Managing Director of Howden Insurance Brokers’ DIFC branch, as CEO for its India operations. Around the same time, OpenAI’s launch of insurance-native AI tools sparked sector-wide discussion about how far artificial intelligence could displace traditional insurance brokers’ role in matching clients with coverage. We’ll now examine how investor concerns...

Earlier in February 2026, KBR announced several new U.S. defense contracts, including two U.S. Space Force task orders totaling US$103 million, a US$77 million Space Force and Air Force Research Laboratory task order, and a US$149 million ADEDDIS contract with the Air Force Life Cycle Management Center. These awards deepen KBR’s role in AI-enabled analytics, digital engineering, and systems integration for national defense, further anchoring its business in long-duration, mission-critical...

Mattel (MAT) is back in focus after its shares dropped sharply when fourth quarter sales and earnings missed Wall Street expectations, holiday demand underwhelmed, and 2026 guidance pointed to earnings pressure despite planned sales growth. See our latest analysis for Mattel. The recent results sparked a sharp reset in expectations, with Mattel’s 7 day share price return of -23.36% and 30 day share price return of -22.16% both firmly negative, while the 1 year total shareholder return decline...

Quarterly miss, integration costs and deflation in focus Performance Food Group (PFGC) recently reported quarterly results where profit fell short of market expectations as Cheney Brothers integration costs and deflation in categories like cheese and poultry pressured margins, even as revenue continued to grow. Management reaffirmed revenue guidance for the upcoming quarter and maintained a positive longer term growth outlook. Analysts noted that higher operating expenses and acquisition...