U.S. Specialized REITs Stock News

Ubiquiti (UI) reported a strong performance over the last quarter, marked by an impressive 49% increase in its share price, coinciding with robust sales and net income growth in its recent earnings reports. The company enhanced shareholder value through significant actions such as a dividend increase and a $500 million share repurchase program. While Ubiquiti was removed from several indices, this didn't hinder the company's robust price movement, perhaps due in part to broader market...

BILL Holdings (BILL) recently experienced a 25% rise in its stock price over the last month, potentially influenced by the introduction of "Bill Pay, Powered by BILL," in collaboration with Paychex, Inc., effectively streamlining financial management for SMBs. Additionally, the announcement of a $300 million share buyback program and a strong earnings report providing optimistic revenue guidance could have positively affected investor sentiment. As broader market indices like the S&P 500 and...

Wayfair (W) has seen a remarkable 80% increase in its share price over the last quarter, driven in part by a positive turn in financial performance evident in their Q2 2025 earnings, showing a net income recovery from a previous loss. The company's recent expansion plans, including opening a new retail location in Denver and the successful launch of Perigold's Houston showroom, indicate a strategic push into physical retail. Additionally, Wayfair's inclusion in multiple Russell indices may...

Phreesia (PHR) recently announced its second-quarter earnings, showcasing significant growth with sales climbing from $28 million to $35 million and net income improving from a loss to a positive figure. Despite these positive results and the launch of Phreesia VoiceAI, the company's stock experienced a small decline of 1.7% over the past month. This movement came as broad markets, including the S&P 500 and Nasdaq, hit all-time highs with tech and AI stocks leading gains. Phreesia's...

Brookdale Senior Living (BKD) recently announced an improvement in occupancy rates, which rose by 290 basis points year-over-year. This positive occupancy trend aligns with its 9.6% price increase over the last quarter, suggesting a recovery in performance metrics. During the same period, ongoing financial losses and investor proposals indicated challenges in governance. Meanwhile, broader market indices like the S&P 500 and Nasdaq reached new highs, possibly amplifying gains in BKD's stock...

Fidelity National Financial (FNF) recently announced a partnership with CLEAR Secure to bolster security in real estate transactions, employing biometric identity verification to tackle fraud. This development complements FNF's WireSafe program and inHere platform aimed at reducing impersonation risks. During the last quarter, FNF's share price increased by 8%, mirroring overall market strength and benefiting from broader economic conditions such as record highs in the S&P 500 and Nasdaq. The...

Celldex Therapeutics (CLDX) experienced a share price increase of 19% over the last quarter, following significant developments in its clinical programs. Recently, the company announced promising results from a Phase 2 study of barzolvolimab, which showed effective mast cell depletion in eosinophilic esophagitis, albeit without clinical symptom improvement. Additionally, barzolvolimab demonstrated positive outcomes in treating chronic spontaneous urticaria. While Celldex's earnings faced...

Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) experienced a 14% decline over the past week. This drop occurred even as broader markets like the S&P 500 and Nasdaq hit all-time highs, benefiting from lower PPI data and strong performances in tech stocks, particularly those related to AI. Despite the positive market trends and economic indicators, such as the anticipated Federal Reserve interest rate cuts, Loma Negra’s performance lagged significantly. This underperformance...

UWM Holdings (UWMC) recently declared strong Q2 2025 earnings with revenue rising to $759 million from $622 million and net income jumping to $23 million, amid a broader market upswing. This financial performance, combined with a dividend declaration of $0.10 per share, likely added positive sentiment, contributing to the stock's 46% price increase over the last quarter. While the broader market's upward trend included record highs for the S&P 500 and Nasdaq, UWM's solid earnings and positive...

Assurant (AIZ) has seen a 7% increase in its share price over the last quarter, with several important developments potentially contributing to this movement. The announcement of a partnership with Evident to enhance risk management within the commercial equipment rental industry likely played a role, aiming to provide seamless insurance verification and improved customer protection. Additionally, the company's launch of HOIVerify Origination, a solution designed to streamline insurance...

Guidewire Software (GWRE) experienced a 20% price increase over the past month. A major catalyst was LahiTapiola’s decision to extend its partnership by transitioning to the Guidewire Cloud Platform, enhancing its operational agility and innovation. Additionally, Guidewire reported strong fourth-quarter earnings, with revenue rising to USD 357 million and net income to USD 52 million, which likely bolstered investor confidence. This performance aligned with market trends, as tech-heavy...

AtriCure (ATRC) recently launched its cryoXT device, advancing its cryoablation technology, which could address significant post-operative pain issues—a development that could positively impact its market perception. Over the last quarter, AtriCure's share price rose by 9%, which may have been influenced by this product launch as well as a strong financial showing in its Q2 results with improved sales. This performance aligns with broader market trends, as the S&P 500 and Nasdaq indices...

Rockwell Automation's (NYSE:ROK) stock is up by 5.5% over the past three months. We wonder if and what role the...

36Kr Holdings Inc. ( NASDAQ:KRKR ) shares have had a really impressive month, gaining 66% after a shaky period...

Unsurprisingly, BILL Holdings, Inc.'s ( NYSE:BILL ) stock price was strong on the back of its healthy earnings report...

Premier (PINC) recently appointed Bruce Radcliff as President of Supply Chain Services, a move that aligns with the company's focus on enhancing efficiency. Over the last quarter, Premier's stock price increased by 20.44%, a notable shift amid a broader market uptrend where benchmarks like the S&P 500 reached record highs. During this period, Premier announced a quarterly earnings decline and provided guidance for the next fiscal year, which may have weighed on broader market dynamics...

Iridium Communications (IRDM) saw its shares decline by 19% over the last month, potentially influenced by various market dynamics. This drop contrasts with broad market trends where major indices like the S&P 500 and Nasdaq hit all-time highs, buoyed by a lower-than-expected Producer Prices Index. Such favorable economic indicators generally encouraged market optimism, yet Iridium's significant share price decline suggests company-specific challenges may have played a role, potentially...

AECOM (ACM) recently announced the affirmation of a $0.26 quarterly dividend, continuing its consistent dividend program, which complements a price move of 11% over the last quarter. This positive price action aligns with broader market trends marked by all-time highs in major indices like the S&P 500 and Nasdaq. AECOM's earnings report, which showcased annual net income growth despite a slight decline in quarterly figures, likely bolstered investor confidence. Furthermore, various high-value...

Allegiant Travel (ALGT) announced new nonstop routes on September 9, 2025, connecting five U.S. cities with fares starting as low as $39. This expansion underscores the company's commitment to budget-friendly leisure travel, potentially enhancing its market presence and attractiveness to investors. Over the last month, Allegiant's stock price experienced a notable increase of 24%, potentially supported by these strategic announcements of route expansions. This move aligns with broader market...

We wouldn't blame Alkami Technology, Inc. ( NASDAQ:ALKT ) shareholders if they were a little worried about the fact...

Tapestry (TPR) recently announced a significant share repurchase program of up to $3 billion, coupled with their board's approval, which aligns with their robust free cash flow strategy. Despite posting a net loss of $517 million in the latest quarterly earnings and a decline in EPS, the company increased its quarterly dividend by 14% to $0.40 per share. Over the past quarter, Tapestry's share price rose by 29%, potentially buoyed by the buyback news and continued market optimism, with...

Korn Ferry (KFY) recently provided guidance for the second quarter of fiscal year 2026, projecting fee revenue between $690 million and $710 million, alongside earnings per share estimates. Concurrently, the company updated its share buyback, having repurchased 145,770 shares from May to July 2025. Over the past quarter, Korn Ferry's shares increased by 5%, which aligns with the overall market trajectory, with the S&P 500 and Nasdaq reaching record highs. Factors like Korn Ferry's positive...

Sealed Air (SEE) has recently marked a significant achievement with the installation of its 4,000th rotary vacuum chamber system, as part of a longstanding partnership with Cargill. This milestone underscores the durability and technical proficiency of Sealed Air's CRYOVAC systems. Over the past month, the company's stock saw a 14% increase, aligning with broader market trends, where major indexes like the S&P 500 and Nasdaq reached record highs. Sealed Air's development in maintaining strong...

OSI Systems (OSIS) recently announced a significant order valued at approximately $26 million for its Security division, focusing on radio frequency systems for public safety and infrastructure security, which aligns with the firm's expansion in the security sector. During the last month, the company’s stock price rose by 1.64%, which is a modest movement in line with broader market indices such as the S&P 500 and Nasdaq, which hit all-time highs. The order announcement and OSI’s positive...