U.S. Specialized REITs Stock News

EPAM Systems (NYSE:EPAM) has definitely caught the attention of investors this week following its announcement to open a new innovation hub in Baku, Azerbaijan. The move underscores the company's focus on accelerating digital transformation by expanding into emerging markets. By putting down roots in Azerbaijan and prioritizing AI-native solutions, EPAM is clearly signaling that it wants a front-row seat in the tech-driven future, which might make some investors wonder if this new pivot could...

Portillo’s Inc. recently lowered its third-quarter and full-year 2025 guidance, now expecting same-restaurant sales for the year to decline by 1% to 1.5% and revenues of US$730 million to US$733 million, down from previous targets, following softer performance and weaker-than-expected sales from new store openings. This update comes amid recent leadership changes, including the appointment of Denise Lauer as Chief Marketing Officer, and increased visibility at major investor conferences,...

If you’ve been watching BorgWarner (BWA) lately, you probably noticed the flurry of activity following its latest earnings release and an upbeat analyst upgrade. The big news is Baird moving the stock from Neutral to Outperform, citing robust growth in eProduct sales and a slew of new contract wins across both electric and traditional powertrain technologies. On top of that, management’s decision to ramp up share buybacks and dividends signals real conviction in the company’s future, shifting...

KeyCorp recently announced that its Series I preferred shares will float at an 8.2% rate, offering one of the most attractive yield potentials available based on current rates, while reporting improved net interest income for five consecutive quarters. This shift reflects effective interest expense management and resuming loan growth, alongside a conservative loan-to-deposit ratio supporting stable external financing needs. We’ll consider how the heightened yield on KeyCorp’s preferred...

For those watching Lemonade (LMND), the company’s latest second-quarter earnings landed with some intriguing signals. Lemonade not only surpassed revenue expectations but also reported a better gross loss ratio, hinting at stronger fundamentals in its fast-changing insurance business. There was also some executive action, as CFO Timothy E. Bixby recently sold shares to cover tax obligations related to RSU vesting. This is routine, but still draws extra attention when paired with upbeat...

Weyerhaeuser (WY) has recently seen movement in its share price that might have caught your attention, even in the absence of a headline-grabbing event. When a stock edges down 0.7% in the past month but manages a modest 1.1% gain over the past week, it can spark questions. Is something shifting below the surface, or are we just witnessing typical market churn? For investors weighing their next step, even subtle moves like these can serve as a signal to revisit the fundamentals. Looking more...

On August 28, 2025, Calix introduced new Broadband Platform capabilities for its ASM5001 system, unifying subscriber management, OLT control, and remote line card support to help broadband service providers reduce capital and operating expenses while increasing network flexibility. This advancement positions Calix to address surging broadband demand with scalable, cost-effective solutions tailored to evolving service provider requirements. We'll explore how the ASM5001 platform enhancement...

Thinking about what to do with S&P Global stock right now? You are not alone. Whether you have held shares for years or are just now sizing up the company for the first time, it is a moment where everyone wants a clearer sense of what is driving S&P Global’s price moves and what that means for its value going forward. Over the past year, S&P Global’s stock has offered a mix of resilience and moderation. The share price has gained a steady 9.0% so far in 2024, and is up 5.4% over twelve...

PotlatchDeltic (PCH) has caught the attention of investors recently, as price moves without an obvious catalyst often raise questions. When a company’s shares shift direction without a clear headline or event, it can be a challenge to figure out if this is the start of a bigger trend or just noise in the market. For those considering a move, times like this can open the door to a valuation reset or a momentary mispricing, making it worth a closer look. Looking at PotlatchDeltic’s performance,...

On September 2, 2025, Federal Housing Finance Agency Director Bill Pulte announced the U.S. government will sell about 5% of its stake in Fannie Mae, marking the first significant move toward privatization since the company entered federal conservatorship in 2008. This step signals a potential rethink of long-standing federal oversight and could reshape the future ownership landscape of these mortgage-finance giants. We’ll examine how the proposed government stake sale could reshape Fannie...

Oxford Lane Capital (OXLC) recently put itself in the spotlight with a 1-for-5 reverse stock split. For current and prospective investors, this move is especially interesting because it not only consolidated shares, but was paired with an increase in monthly per-share distributions for the remainder of 2025. The reverse split adjusted each holder’s account so every five shares became one, streamlining the share structure while also triggering changes to dividend payments going forward. On the...

Broadcom recently announced a landmark partnership with OpenAI, co-developing a custom artificial intelligence chip expected to launch next year and serve OpenAI's internal needs. This collaboration signals a major shift in AI hardware sourcing, positioning Broadcom as a leading alternative supplier to the dominant players in the rapidly growing AI chip market. We'll look at how Broadcom's breakthrough $10 billion AI chip order with OpenAI could impact its long-term investment narrative and...

Earlier this month, Trupanion reported stronger-than-expected second-quarter earnings and raised its full-year 2025 revenue guidance to a range of US$1.42 billion to US$1.43 billion. Despite the upbeat outlook, the company continues to face industry challenges with a return on equity of 3.1%, well below the sector average, pointing to ongoing operational pressures. We'll explore how Trupanion's raised full-year guidance influences its investment narrative, particularly regarding long-term...

PulteGroup, Inc. recently declared a quarterly dividend of US$0.22 per common share, payable on October 2, 2025, to shareholders of record as of September 16, 2025. Despite this dividend announcement, cautious analyst sentiment has emerged due to expectations for declining earnings and revenue ahead of the company’s October earnings release. We'll review how analyst concerns over weakening earnings forecasts could influence PulteGroup’s investment outlook and long-term prospects. AI is about...

National HealthCare (NHC) is drawing serious investor attention after news broke that an affiliate is in default under its master lease with National Health Investors, stemming from non-compliance with non-monetary provisions. The notification, delivered on September 8, makes the situation time-sensitive, as the affiliate now has 30 days to resolve the issues before NHI can pursue all remedies under the lease. This could potentially create material uncertainty about future operations or legal...

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...

On September 10, 2025, Hubbell Incorporated announced that Bill Sperry will retire as Chief Financial Officer at the end of the year, with Joseph Capozzoli promoted to Senior Vice President and CFO effective January 1, 2026, following a structured transition period. This leadership transition brings an executive with deep company experience and financial acumen to the CFO role, just as Hubbell continues to focus on operational improvements and financial discipline. We’ll examine how this...

Progressive (PGR) has delivered a quarter that’s turned heads across the insurance sector. The company not only beat Wall Street’s expectations for both earnings per share and book value per share, but also received recognition for growing earnings capacity and operational gains. Those improving numbers, along with notable upward revisions in earnings estimates and strong investor sentiment, are giving shareholders and prospective buyers plenty to consider this week. The upbeat results come...

If you have been watching Nike (NKE), this week’s post-earnings rally is tough to ignore. Despite quarterly results showing a 12% slide in revenue and profits down 86%, the company outperformed already lowered expectations, setting off a spirited 15% jump in the stock. Leadership under new CEO Elliott Hill is shaking things up by sharpening Nike’s focus on premium products and cutting back on discounted lines in an effort to boost margins, while major names on Wall Street are signaling...

In recent days, QMMM Holdings Limited announced a high-profile pivot from digital advertising into blockchain and AI-driven solutions, highlighted by plans to create a US$100 million cryptocurrency treasury and a decentralized data marketplace leveraging Bitcoin, Ethereum, and Solana. This rapid expansion into cryptocurrency and Web3 technologies marks a significant shift in the company’s operational focus despite recent financial pressures and evolving risk factors. We'll now explore how...

Accenture recently announced a partnership with Google Cloud and Eneva to use cloud, data, and AI technologies to enhance Eneva's energy operations in Brazil, including migrating digital infrastructure and optimizing asset management. This collaboration stands out for its integration of advanced AI tools and cloud solutions that streamline maintenance, significantly improving employee productivity and operational reliability in Brazil's rapidly evolving energy sector. We'll examine how...

Huntington Bancshares (HBAN) just wrapped up its presentation at the 2025 Barclays Global Financial Services Conference, and the focus from analysts is unmistakable. The bank’s leadership is emphasizing a strategic acquisition of Veritex and sharing a clearer timeline for when that deal might close. With institutional investors tuning in closely, many are weighing what the Veritex deal could mean for Huntington’s growth, profitability, and long-term strategy. This wave of attention comes...

Thinking about what to do with your Apple shares or considering jumping in? You are far from alone. After all, Apple has been at the center of the tech world for years, and the stock has given investors plenty to talk about recently. Over the past week, it dropped 5.4%, and if you zoom out, it is down 1.2% for the past month and 7.0% since the start of the year. But here is the thing: look back further and you will see a more encouraging picture, with a 2.3% gain over the past year, 51.2% in...

On September 9, 2025, Aeluma, Inc. reported fourth quarter and full-year earnings, with sales rising to US$1.32 million for the quarter and US$4.67 million for the year, both up meaningfully from the previous year, while net losses narrowed. What stands out is the company's ability to significantly grow sales and reduce annual net loss, which signals operational progress and tighter cost discipline. With quarterly sales jumping and losses narrowing, we'll explore how this financial...