U.S. Specialized REITs Stock News

Rumors suggest Luckin Coffee is exploring outbound acquisitions, including potential interest in foreign brands such as Costa Coffee. The reported discussions come as Chinese consumer demand shows signs of softness and domestic competition in coffee intensifies. Any move toward acquiring overseas coffee assets would mark a shift in how Luckin Coffee approaches growth outside China. Luckin Coffee (OTCPK:LKNC.Y), recently trading around $37.44, has been in focus after strong multi year share...

Moelis & Company recently reported fourth-quarter and full-year 2025 results that exceeded analyst expectations, while also declaring a regular quarterly dividend of US$0.65 per share payable on March 26, 2026 to holders of record on February 17, 2026. Alongside the earnings beat, the firm completed a prior US$196.47 million repurchase program and unveiled a new, open-ended US$300 million buyback authorization, underscoring management’s emphasis on returning capital to shareholders. We’ll...

In early February 2026, Verizon Communications announced that Sowmyanarayan Sampath stepped down as CEO of Verizon Consumer Group, with Executive Vice President and Chief Transformation Officer Alfonso Villanueva taking over as interim CEO while Sampath stays on in an advisory role until late March to support the transition. This leadership shift comes shortly after Verizon reported higher quarterly revenue, issued 2026 guidance and completed the Frontier Communications acquisition to expand...

Bristol Myers Squibb (BMY) closed out FY 2025 with Q4 revenue of US$12.5 billion and basic EPS of US$0.53, alongside net income of US$1,087 million, setting the tone for how investors will read the full year. Over the past few quarters, the company has seen revenue move from US$11.2 billion in Q1 2025 to a range of about US$12.2 billion to US$12.7 billion in Q2 through Q4. Quarterly basic EPS has ranged from US$0.64 to US$1.21 across the year, giving a clearer picture of how profits track...

Columbia Financial (NasdaqGS:CLBK) has agreed to acquire Northfield Bancorp, a deal that would create the third-largest regional bank headquartered in New Jersey and extend its reach across the New York metropolitan area. The company has secured approval to convert to a fully public stock holding company, shifting its ownership structure beyond its current mutual holding company framework. Columbia Financial also announced key leadership moves, including a new Chief Financial Officer and...

Zoetis’ Board of Directors has declared a US$0.53 per share cash dividend for the second quarter of 2026, payable on June 2, 2026 to shareholders of record as of April 20, 2026. This dividend declaration comes as Zoetis manages reduced 2026 guidance tied to fewer veterinary visits, while investors emphasize its broad product portfolio and drug pipeline. Next, we’ll examine how the reaffirmed dividend alongside reduced 2026 outlook shapes Zoetis’ investment narrative and long-term...

Lazard, Inc. has reported weaker full-year 2025 results, with net income falling to US$236.83 million and diluted EPS from continuing operations declining to US$2.17, alongside a quarterly dividend declaration of US$0.50 per share and continued share repurchases under its long-running buyback program. Alongside the earnings release, Lazard named long-time insider Tracy Farr as its incoming CFO, a move that highlights the firm’s emphasis on capital structure expertise and internal succession...

If you are looking at Sterling Infrastructure and wondering whether the recent share price reflects its underlying value, this article will walk through what the current numbers actually say. The stock last closed at US$401.29, with returns of 12.1% over 7 days, 28.5% over 30 days, 25.7% year to date and 168.0% over the last year. The 3 year and 5 year returns are also very large. Recent news coverage has focused on Sterling Infrastructure as an infrastructure and construction related...

Why Halozyme Therapeutics (HALO) raised guidance matters now Halozyme Therapeutics (HALO) has lifted its 2026 revenue outlook to a range of US$1.71b to US$1.81b, up from US$1.43b to US$1.53b, while also updating its 2025 expectations. For 2025, the company now guides to total revenue of US$1.385b to US$1.40b. Management indicates year on year growth of 36% to 38%, a data point many investors will likely use as a reference when reassessing the stock. See our latest analysis for Halozyme...

Why Fulton Financial Is On Investors’ Radar Fulton Financial (FULT) has drawn attention after its recent share move, with the stock showing double digit gains over the past month and past 3 months, prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for Fulton Financial. Fulton Financial’s recent gains build on earlier strength, with the share price at $22.75 and a 90 day share price return of 29.04% sitting alongside a 5 year total shareholder return of...

If you are wondering whether Victory Capital Holdings at US$71.25 is offering fair value or a potential bargain, you are in the right place because this article focuses squarely on what the current price might be implying. The stock has recent returns of 1.0% over 7 days, 7.9% over 30 days, 11.2% year to date and 3.9% over the past year, which raises the question of how these moves line up with what the business might be worth. Investors have been paying close attention to company specific...

Why Hut 8’s latest shift matters for shareholders Hut 8 (HUT) has moved into the spotlight after agreeing to a US$7b, 15-year data center lease with Fluidstack and arranging the sale of four Ontario natural gas power plants. For you as an investor, these paired moves put more focus on Hut 8’s role as a digital infrastructure and AI compute partner, and less on owning traditional power generation and purely Bitcoin mining assets. See our latest analysis for Hut 8. The stock has been volatile...

Diamondback Energy director Meloy Charles Alvin recently completed a significant sale of company shares, according to regulatory disclosures. The transaction involved a substantial number of NasdaqGS:FANG shares, drawing attention to insider trading activity at the oil and gas producer. Investors often watch large insider sales closely, as they can reflect how company insiders view the current share price or their personal exposure to the stock. Diamondback Energy, listed as NasdaqGS:FANG,...

If you are trying to figure out whether Bitmine Immersion Technologies at around US$20.47 is a bargain or a trap, you are in the right place for a clear look at what that price really implies. The share price has seen sharp swings, with a 7 day return of an 18.4% decline, a 30 day return of a 32.6% decline, a year to date return of a 34.4% decline, yet a 1 year return of a 192.5% gain. All of this raises questions about how much risk is now priced in. Recent news around the stock has...

Chemours stock snapshot after recent gains Chemours (CC) has caught investor attention after a recent run in its share price, with the stock up over the past week, month, past 3 months and year to date. See our latest analysis for Chemours. Chemours’ recent momentum has been strong, with a 30 day share price return of 40.17% and a year to date share price return of 49.55%, even though the 3 year total shareholder return sits at a 40.15% decline. If this kind of sharp rebound has your...

In early February 2026, Match Group reported fourth-quarter 2025 results that exceeded analyst expectations, raised its quarterly cash dividend to US$0.20 per share, and confirmed 2026 revenue guidance that points to relatively flat growth at the midpoint. Beneath the headlines, management highlighted improving user engagement from new Tinder features like DoubleDate and FaceCheck while continuing to return capital through buybacks and a higher dividend. Next, we’ll explore how Match Group’s...

If you are wondering whether Pfizer is genuinely good value or just looks cheap on the surface, this article walks through what the current numbers are really saying about the stock. Pfizer shares last closed at US$27.22, with returns of 3.0% over 7 days, 7.7% over 30 days, 8.1% year to date, 13.4% over 1 year, a 25.7% decline over 3 years and 0.6% over 5 years. Together, these figures give you a mixed picture of recent performance and shifting risk sentiment. Recent headlines around Pfizer...

Realty Income (O) has been back in focus after its first investment in Mexico, a partnership with Singapore’s GIC for logistics properties, and a large convertible notes deal to fund debt reduction and future growth. See our latest analysis for Realty Income. Those Mexico and logistics moves, along with the recent convertible notes issuance and analyst upgrades, have come alongside building momentum, with a 30 day share price return of 10.25% and a 1 year total shareholder return of...

Starwood Capital Group previously announced the appointment of John Gonnella as Senior Managing Director and Head of U.S. Asset Management, while Starwood Property Trust has drawn attention for offering a high dividend yield amid real estate sector volatility. Together, the leadership change at the broader Starwood platform and renewed focus on Starwood Property Trust’s dividend highlight how management execution and income appeal are central to investor interest in the mortgage REIT...

Western Midstream Partners overview Western Midstream Partners (WES) has drawn fresh investor attention as its unit price hovers near recent levels, with performance over the past year and longer term prompting renewed interest in its income and valuation profile. See our latest analysis for Western Midstream Partners. At a recent share price of US$41.12, Western Midstream Partners has seen mild pressure in the past week but still carries positive momentum on a 30 day and year to date share...

Recently, Chemed reported that its VITAS hospice unit had been hit by Medicare cap adjustments, softer patient admissions, and management turnover, prompting an earnings guidance revision. Amid these challenges, commentary around Chemed continues to emphasize the long-term structural appeal of the hospice market and the importance of VITAS’s recovery alongside the steadier Roto-Rooter business. Next, we’ll examine how the Medicare cap changes at VITAS influence Chemed’s broader investment...

Allegiant Travel Company reported fourth-quarter 2025 results on 4 February 2026, with revenue rising to US$656.19 million and net income of US$31.94 million, compared with a loss a year earlier. Management highlighted strong leisure demand, tighter cost control, and reaffirmed 2026 earnings guidance while preparing to integrate Boeing 737 MAX aircraft and the planned Sun Country acquisition. With recent strong earnings and a return to profitability, we'll now examine how Allegiant's 2026...

In late January 2026, Intellia Therapeutics reported that the FDA lifted the clinical hold on its MAGNITUDE-2 Phase 3 trial of nexiguran ziclumeran (nex-z) for patients with hereditary transthyretin amyloidosis with polyneuropathy, following protocol changes and enhanced liver safety monitoring. This decision allows Intellia to restart enrollment in a key late-stage program for a gene-editing therapy that aims to permanently inactivate the TTR gene, potentially reshaping treatment options...

Block (XYZ) is back in focus after rolling out Bitcoin payments for Square merchants and launching a second generation Square Register, while also attracting fresh capital from ARK Invest and renewed analyst attention. See our latest analysis for Block. Those product launches and crypto ties are arriving after a tough stretch, with a 30 day share price return showing a 21.69% decline and a 1 year total shareholder return showing a 34.40% loss, which points to fading momentum despite a recent...