U.S. Specialized REITs Stock News

Inter & Co recently announced the launch of its operations in Argentina, aiming to attract Argentine customers seeking to invest in the US as part of its broader international expansion beyond Brazil. This move reflects Inter & Co's commitment to positioning itself as a regional digital banking player by directly addressing demand from investors in key Latin American markets. We'll explore how Inter & Co's entry into Argentina could enhance its investment narrative by expanding its...

Ascendis Pharma recently presented three-year clinical data at Kidney Week 2025, highlighting sustained improvements in renal function and normalization of urine calcium handling in adults with hypoparathyroidism treated with TransCon PTH (YORVIPATH). This long-term data strengthens the safety and efficacy profile of TransCon PTH and may enhance its positioning in global kidney health discussions. We'll explore how these positive long-term results for TransCon PTH may influence Ascendis...

Cadre Holdings reported strong third quarter 2025 results last week, with sales rising to US$155.87 million and net income reaching US$10.94 million, both up substantially from a year earlier. The company’s earnings per share nearly tripled compared to the same quarter in 2024, highlighting meaningful operational improvement and earnings growth. We will examine how this surge in both revenue and profit could shape Cadre Holdings' investment narrative and near-term outlook. Rare earth metals...

ResMed (RMD) has caught investor attention following its Q1 results, which showed steady growth in both revenue and net income. The stock pulled back slightly, but longer-term sentiment remains constructive. See our latest analysis for ResMed. ResMed’s share price has pulled back in recent weeks after an earlier rally, reflecting a mix of excitement from strong Q1 financials and some short-term profit-taking. Over the past year, the total shareholder return sits just above break-even. Looking...

Prosperity Bancshares recently reported its third quarter 2025 results, showing growth in net interest income to US$273.44 million and net income to US$137.56 million, with additional updates on credit quality and share buybacks. The combination of higher earnings, increased net charge-offs, and completed share repurchases points to active capital management and ongoing efforts to balance growth with risk oversight. We’ll explore how Prosperity Bancshares’ solid net interest income growth...

In late October 2025, Verra Mobility reported third-quarter financial results showing year-over-year gains in revenue and net income, alongside an upward revision of its full-year 2025 revenue guidance to between US$955 million and US$965 million. The company also shared a new outlook for fiscal year 2026, expecting mid-single digit consolidated revenue growth, highlighting management's confidence in its operational momentum. With management raising revenue expectations for 2025, we'll...

JELD-WEN Holding, Inc. recently reported third-quarter 2025 results revealing a drop in sales to US$809.5 million and a net loss of US$367.6 million, alongside plans to cut approximately 850 jobs, goodwill impairment charges of US$196.9 million, and a lowered full-year revenue outlook. The company also announced a review of strategic alternatives for its European business, which accounted for roughly US$1.1 billion in 2024 revenue, highlighting a significant reevaluation of its global...

Hertz Global Holdings recently reported its third quarter 2025 earnings, revealing US$2.48 billion in sales and a return to positive net income of US$184 million after a substantial loss a year earlier. This marks a significant turnaround for the company, with a narrowing net loss over the nine-month period reflecting improved cost controls and operational performance. We'll explore how Hertz's swing to quarterly profitability influences the company's outlook amid ongoing industry shifts and...

Cousins Properties (CUZ) just shared its latest quarterly earnings, showing increased year-over-year revenue along with a dip in net income. In addition to reporting earnings, management revealed plans to pursue new acquisitions focused on Sunbelt assets. See our latest analysis for Cousins Properties. After the earnings release and with fresh acquisition plans in play, Cousins Properties’ share price has struggled to find its footing. While there’s clear progress operationally, the stock’s...

On November 6, 2025, Expedia Group, Inc. reported third-quarter results showing sales of US$4.41 billion and net income of US$959 million, both higher than the same period last year, along with a declared quarterly dividend of 40 cents per share. The company's raised full-year revenue guidance and ongoing dividend payout reflect growing optimism about sustained travel demand and Expedia's continued cash generation. Let's explore how Expedia's improved third-quarter performance and higher...

Molson Coors Beverage Company recently reported its third quarter 2025 results, revealing a drop in net sales and a significant net loss due to large non-cash impairment charges totaling over US$3.9 billion. Alongside these results, the company lowered its full-year sales guidance, highlighting ongoing pressures in its core U.S. beer market and macroeconomic headwinds. We'll assess how the recent goodwill and intangible asset impairments impact Molson Coors' investment outlook going...

ZEEKR Intelligent Technology Holding Limited announced that in October 2025, it delivered a total of 61,636 vehicles across its Zeekr and Lynk & Co brands, representing increases of 9.8% year-over-year and 20.5% month-over-month, with Zeekr accounting for 21,423 units and Lynk & Co contributing 40,213 units. This achievement highlights strong momentum in both brands and suggests growing demand for ZEEKR's diverse portfolio as the company expands its market presence. We'll explore how this...

Vishay Intertechnology (VSH) shares have been on investors’ minds lately, with the stock slipping over the past month. Some are curious what this means for longer-term portfolio positioning and whether the recent price action creates opportunity. See our latest analysis for Vishay Intertechnology. It’s been a choppy year for Vishay Intertechnology, with the 1-year total shareholder return down 16.5% and shorter-term price swings hinting at fading momentum. Investors are reassessing the...

Dropbox (DBX) just reported its third quarter earnings, revealing a boost in profitability and improved operating margins as a result of cost-cutting measures, including reduced headcount. However, revenue and the number of paying users ticked down, highlighting ongoing business challenges. See our latest analysis for Dropbox. Dropbox’s share price has drifted sideways this year, finishing at $28.67 after a recent earnings beat that was tempered by declining sales and user counts. Despite the...

Xencor recently reported a much narrower net loss for the third quarter of 2025 and shared initial clinical data from its Phase 1 study of XmAb819 in patients with advanced clear cell renal cell carcinoma. These updates highlight both improved operational results and ongoing innovation in the company's oncology pipeline, showcasing progress in financial health and drug development. We'll look at how Xencor's reduced net loss and early XmAb819 data shape its longer-term investment narrative...

Paylocity Holding Corporation recently reported first quarter earnings for fiscal 2026, surpassing consensus estimates with quarterly revenue of US$408.17 million and announcing the completion of a US$499.64 million share repurchase program shortly before today’s date. The company’s results were supported by ongoing investment in its platform, including the Airbase Inc. acquisition, and management’s updated guidance points to continued revenue growth for the coming year. We'll assess how...

Urban Outfitters recently launched a new retail store concept in Houston and Glendale, featuring a modern and flexible design tailored to Gen Z preferences through curated local assortments and enhanced in-store experiences. A unique aspect of the initiative is the integration of direct feedback from UO Insiders, highlighting that 72% of Gen Z consumers prefer shopping in malls, shaping merchandising and location strategies to align with community shopping behaviors. We'll explore how Urban...

Bank of America recently held its first major investor day since 2011, unveiling revised medium-term financial targets and updated business strategies, including a push toward higher return on tangible common equity and expanded geographic reach. The event featured new senior leadership and addressed longstanding investor concerns about relative performance, with management discussing asset mix shifts and plans to improve net interest income, efficiency, and loan growth across multiple...

Old Dominion Freight Line (ODFL) just released its earnings report for the third quarter, showing declines in both sales and net income compared to a year ago. Investors are already weighing what this trend could mean for the future. See our latest analysis for Old Dominion Freight Line. After a string of solid years, Old Dominion Freight Line’s 1-year total shareholder return has dropped to -37.8%, with the latest share price sitting at $137.69. This recent weakness in shareholder returns...

US Foods Holding Corp. recently reported its third quarter results for fiscal 2025, showing sales of US$10.19 billion and net income of US$153 million, alongside updated full-year guidance for net sales growth of 4% to 5%, down from the previously expected range of 4% to 6%. While quarterly sales and earnings improved year-over-year, the company’s modestly trimmed growth outlook offers a new point of consideration for those monitoring future performance. We’ll examine how the lowered sales...

In recent days, Amneal Pharmaceuticals reported third quarter earnings showing a return to profitability alongside year-over-year sales growth, maintained its 2025 full-year revenue guidance, and announced both the U.S. launch of Brekiya for cluster headaches and FDA tentative approval for its first generic metered-dose inhaler for asthma. These developments highlight the company's progress in expanding its specialty pharmaceutical portfolio and advancing into complex respiratory treatments,...

Yum! Brands recently announced that it has initiated a formal review of strategic options for its Pizza Hut brand, including a possible sale, after ongoing performance challenges and multiple quarters of declining same-store sales in the U.S. This marks a significant shift in Yum! Brands’ portfolio management and signals an increased focus on its faster-growing Taco Bell and KFC divisions. We'll explore how Yum!'s strategic review of Pizza Hut may shift its investment narrative toward its...

Morgan Stanley (MS) shares have been moving after CEO Ted Pick told investors that market corrections are a healthy part of investing. He suggested that pullbacks of 10% to 20% may be on the horizon. See our latest analysis for Morgan Stanley. Morgan Stanley’s share price has posted a sharp year-to-date return of nearly 31%, boosted by stronger earnings and ongoing fixed-income activity. Even as the leadership’s recent caution on potential market corrections has led to some short-term swings,...

In early November 2025, Kymera Therapeutics announced new preclinical data for its oral IRF5 degrader, KT-579, showing disease-modifying activity across models of lupus and rheumatoid arthritis, alongside third-quarter financial results reflecting a US$82.18 million net loss. The KT-579 data, presented at a major rheumatology conference, highlighted significant impacts on key molecular pathways and disease markers, suggesting therapeutic potential in immuno-inflammatory diseases with high...