U.S. Specialized REITs Stock News

Flutter Entertainment (NYSE:FLUT) is back in focus after the UK Budget outlined steep gaming tax hikes that reshape one of its core markets, prompting management to roll out a two phase mitigation plan. See our latest analysis for Flutter Entertainment. At around $220 per share, Flutter’s 1 month share price return of nearly 14 percent stands out against a weaker year to date share price return and a negative 1 year total shareholder return. This suggests momentum is tentatively rebuilding as...

Earlier in December, Remitly Global used its Investor Day to outline new financial guidance, projecting high-teens revenue growth for 2026 and targeting revenue between US$2.60 billion and US$3.00 billion by 2028. Management also set out medium-term adjusted EBITDA ambitions and highlighted products like Remitly One and Remitly Business as key levers to deepen customer engagement and expand into adjacent services. Next, we’ll examine how Remitly’s 2028 revenue and profitability targets could...

Parsons Corporation recently announced it has secured a position on the U.S. Air Force’s Comprehensive Construction & Engineering Multiple Award Task Order Contract, a global program with a US$15 billion ceiling that will run for up to ten years and cover design, construction management, and infrastructure renewal across key military facilities. This award further embeds Parsons in long-duration U.S. defense infrastructure work, broadening its access to mission-critical projects that...

In 2025, Hagerty’s Broad Arrow subsidiary recorded more than US$624 million in total transaction value across auctions, private sales, and financing, reflecting very large year-over-year growth and successful expansion into Europe and other new venues. An interesting shift was that Broad Arrow Private Sales surpassed auction totals for the first time, highlighting growing demand for discreet, high-value collector car transactions alongside the unit’s broader global expansion. We’ll now...

Ally Financial (ALLY) just paired a fresh round of analyst upgrades with a new 2 billion dollar share repurchase plan, a combination that usually indicates management and Wall Street see potential upside. See our latest analysis for Ally Financial. Those upgrades and the fresh buyback plan come on top of a strong run, with Ally’s share price up sharply this year and a hefty three year total shareholder return that signals momentum is still building. If this kind of re rating has your...

Why Simply Good Foods Stock Is Back on Investors’ Radar Simply Good Foods (SMPL) has quietly slipped about 50% over the past year, even as annual revenue and net income still grew in the low single and low double digits, respectively. See our latest analysis for Simply Good Foods. That slide has left Simply Good Foods with a roughly 50 percent year to date share price return loss and a similar one year total shareholder return decline, suggesting sentiment has reset even as fundamentals have...

American Healthcare REIT, Inc. recently declared a quarterly cash distribution of US$0.25 per share for the quarter ended December 31, 2025, payable on or about January 16, 2026, to shareholders of record as of December 31, 2025. At the same time, the company has closed over US$950.00 million of 2025 acquisitions concentrated in Integrated Senior Health Campuses and Senior Housing Operating Properties, underscoring its focus on scaling income-producing healthcare assets. We’ll now examine...

In December 2025, commentary highlighted Xeris Biopharma’s shift from a survival-stage biotech to an emerging profitable specialty-pharma platform, supported by three marketed products, a maturing pipeline, and expectations for revenue to surpass US$360 million by 2026 and potentially reach US$900 million by 2028 with improving EBITDA margins. This evolution, occurring alongside continued insider share sales such as Director Barbara-jean Bormann-kennedy’s 15,000-share disposal on 12 December...

Earlier this year, DNOW delivered record Q3 2025 revenue of US$634.00 million, up 4.6% year on year, with EBITDA margins expanding to 8% and earnings exceeding analyst expectations. The announced acquisition of MRC Global is set to broaden DNOW’s distribution footprint and customer base, potentially reinforcing its supply-chain role across energy and industrial markets. We’ll now explore how DNOW’s record quarter and the MRC Global acquisition reshape its existing investment narrative and...

Veralto recently announced that its board approved an 18% increase to its quarterly cash dividend, lifting it to US$0.13 per share, payable on January 30, 2026 to shareholders of record on December 31, 2025. This dividend hike highlights management’s confidence in Veralto’s cash-generation profile and its willingness to return more capital directly to shareholders. Next, we’ll explore how this higher quarterly dividend shapes Veralto’s investment narrative, especially its emphasis on...

If you are wondering whether United Parcel Service is a bargain or a value trap at current levels, you are not alone. Today we are going to unpack what the market might be missing. The stock has bounced about 1.1% over the last week and 10.5% over the past month, even though it is still down 17.6% year to date and 13.2% over the last year. This hints that sentiment may be starting to turn after a tough few years. Recently, investors have been reacting to ongoing cost cutting initiatives,...

Texas Pacific Land (TPL) has suddenly jumped back onto investors radar after unveiling a data center partnership with Bolt Data and Energy and a 3 for 1 stock split, together signaling a clear diversification push. See our latest analysis for Texas Pacific Land. Those announcements come after a choppy stretch where weak year to date share price returns contrast with a solid five year total shareholder return. This suggests long term momentum remains intact even as sentiment has been reset. If...

In recent days, Central Bancompany has attracted upbeat initiation reports from major Wall Street firms, including Morgan Stanley, Bank of America, Piper Sandler, and Stephens, following its IPO. Analysts are emphasizing the bank’s unusually strong capital levels, low-cost deposits, and disciplined credit risk approach as key supports for its longer-term growth ambitions. With these bullish initiations highlighting Central Bancompany’s excess capital and deposit strength, we’ll explore how...

In December 2025, CECO Environmental Corp. announced it had secured its largest-ever order, worth more than US$135,000,000, to provide a comprehensive emissions, acoustic, and thermal management solution for a large Texas natural gas power plant supporting data center expansion. The company now expects 2025 bookings to exceed US$1.00 billion and backlog to approach or surpass US$800,000,000, highlighting how data center-related power and environmental needs are reshaping CECO’s growth...

Dime Community Bancshares (DCOM) reaffirmed its quarterly cash dividend at $0.25 per share, extending an uninterrupted payout streak that reflects steady underlying earnings and continues to attract income focused investors to the stock. See our latest analysis for Dime Community Bancshares. That steady dividend message is landing in a market that has already noticed Dime, with a 21.18 percent 1 month share price return off the back of branch expansion news and a more nuanced, but still...

Earlier this quarter, Palomar Holdings, Inc. reported that weaker commercial market pricing and pressure on underwriting margins were weighing on its core property and earthquake insurance book. At the same time, the company’s expansion into diversified lines such as casualty and crop insurance is helping offset some of these margin challenges, underscoring a shift toward a more balanced earnings mix. Next, we’ll examine how concerns over underwriting margin compression might reshape...

Earlier this month, Genesis Energy, L.P. reported fiscal Q3 2025 results that swung to a US$9.2 million net profit, largely powered by stronger contributions from its offshore pipeline transportation segment thanks to favorable seasonal conditions and an absence of weather disruptions. RBC Capital’s continued positive commentary following these results underscores how offshore volume growth and improved cash generation have become central to Genesis Energy’s current investment story. Next,...

Wondering if Cullen/Frost Bankers at around $128.74 is a bargain or a value trap right now? This article will walk through the numbers so you can decide with confidence. The stock has been fairly steady over the last year, down just 0.1%, but that calm hides a 6.2% gain over the past month, even as year to date returns still sit at roughly -3.0%. Recent moves have come as investors refocus on regionals with strong Texas exposure and conservative balance sheets, with Cullen/Frost often cited...

Wondering if Evergy is still a smart buy after its strong run, or if most of the upside is already priced in? Let us unpack what the current share price is really telling us about its value. Despite slipping 0.7% over the last week and 3.1% over the past month, Evergy is still up 18.9% year to date and 24.0% over the last year, with longer term gains of 31.6% over three years and 67.5% over five. Recent moves in Evergy's share price have been shaped by ongoing regulatory developments, grid...

On December 12, S&P Global Ratings upgraded Vistra Corp.’s credit rating to investment grade at BBB- with a stable outlook, following a new power purchase agreement for its Comanche Peak nuclear plant and the completion of asset acquisitions from Lotus Infrastructure Partners. The move signals rating agencies’ confidence that Vistra’s broader, more efficient generation portfolio could support stronger cash flow visibility and a lower risk profile. Next, we’ll explore how Vistra’s...

Earlier this month, APi Group Corporation issued 2025 earnings guidance, indicating it expects net revenues to come in at or above the midpoint of its US$7,875 million target range. This guidance gives investors a clearer view of management’s confidence in the company’s revenue pipeline and demand visibility for the year ahead. We’ll now examine how APi Group’s expectation for 2025 revenues near or above guidance midpoint could influence its existing investment narrative. The end of cancer?...

In December 2025, Fresh Del Monte Produce’s chairman, Mohammad Abu-Ghazaleh, filed a Rule 144 notice to sell 28,558 equity-compensation shares via J.P. Morgan Securities on the NYSE within a 90-day window, while stating there was no material adverse information about the company. At the same time, bullish analyst commentary emphasizing the company’s strong financial health, active US$150 million buyback program, and efforts to improve profitability has reinforced a constructive view of...

Wondering if Blackstone is still a buy at around $153 a share, or if most of the upside has already been priced in? This piece will walk you through the numbers in plain English. Despite being down 11.5% year to date and 7.2% over the last year, the stock has bounced 10.9% in the past month and 1.7% over the last week. This hints that sentiment may be turning after a long, powerful 3-year gain of 124.7% and 5-year gain of 181.1%. That recent rebound has come as investors digest a wave of...

Why Credicorp Is Back on Investors Radar Credicorp (NYSE:BAP) just got a fresh spotlight in a recent investor letter, after its loan growth, asset quality, and cost discipline helped results beat expectations despite a choppy Peruvian macro backdrop. For investors, the story here is less about a single quarter and more about how a diversified mix of banking, insurance, and wealth management is holding up as Peru navigates rate cuts and broader economic uncertainty. See our latest analysis for...