U.S. Specialized REITs Stock News

New CFO appointment puts leadership in focus On Holding (NYSE:ONON) is back in the spotlight after naming seasoned finance executive Frank Sluis as its next Chief Financial Officer, a leadership shift that has drawn fresh attention from investors. Sluis is set to join on May 1, 2026, succeeding CEO Martin Hoffmann, who has been handling both the chief executive and finance roles. Hoffmann plans to oversee the finance team until the transition is complete to support continuity. See our latest...

Why the Heart of England Co-operative renewal matters for NCR Atleos stock NCR Atleos (NATL) is back in focus after renewing its long-running agreement with Heart of England Co-operative. The renewal includes a five-year extension and a full upgrade of the retailer’s 35-site ATM network. See our latest analysis for NCR Atleos. Those headlines come alongside solid recent momentum, with a 1-day share price return of 4.91% taking NCR Atleos to $40.17 and a 90-day share price return of 12.77%,...

If you are wondering whether Cheesecake Factory shares are offering fair value or a potential bargain right now, the key is to look past the brand and focus on what the numbers are actually saying. The stock recently closed at US$63.25, with returns of 9.1% over 7 days, 13.7% over 30 days, 19.8% year to date and 21.1% over 1 year, plus 81.6% over 3 years and 40.4% over 5 years, which naturally raises questions about what is already priced in. Recent coverage around Cheesecake Factory has...

Recent spending plans from Alphabet and Amazon for AI infrastructure, along with Broadcom (AVGO) launching its Wi‑Fi 8 platform for AI heavy enterprise networks, have pushed the chipmaker back into the center of the AI buildout story. See our latest analysis for Broadcom. Despite some sharp swings around sector wide selloffs and export headwinds, investors have kept Broadcom firmly tied to the AI infrastructure story. Recent AI capex announcements from Alphabet and Amazon have helped the...

Why Bausch + Lomb (NYSE:BLCO) is Back on Investor Radar Bausch + Lomb (NYSE:BLCO) has drawn fresh attention after recent trading left the shares at about $17.00. This has prompted investors to reassess the eye health company’s valuation and recent performance. See our latest analysis for Bausch + Lomb. The recent 3.6% 1 day share price return and 9.3% 90 day share price return suggest interest is picking up again, even though the 1 month share price return of 2.3% and 1 year total shareholder...

PACCAR Inc recently reported fourth-quarter 2025 results, with sales of US$6,252.1 million and net income of US$556.9 million, both lower than a year earlier but still ahead of analyst expectations. Record contributions from PACCAR Parts and PACCAR Financial Services helped cushion weaker truck segment revenue, highlighting the company’s growing earnings balance between cyclical and more resilient businesses. We’ll now examine how PACCAR’s better-than-expected earnings, powered by Parts and...

In late January 2026, Interparfums, Inc. announced exclusive long-term worldwide fragrance license agreements with Nautica and David Beckham, and extended its GUESS partnership through 2048, assuming full global responsibility for each brand’s fragrance portfolio over time. The company also indicated that annual sales of the Nautica fragrance portfolio alone are expected to exceed US$70,000,000 in its initial years under Interparfums’ management, underscoring the scale of these licensing...

Fitch upgraded Arbor Realty Trust's Commercial Special Servicer Rating after reviewing the company's platform and recent changes. The agency also affirmed Arbor's Commercial Primary Servicer Rating, citing technology improvements and asset management expertise. The action reflects external recognition of Arbor's servicing capabilities and operating approach. For investors watching NYSE:ABR at a share price of $7.8, the Fitch move adds another data point to consider alongside the stock's...

In January 2026, the National Geographic Society announced a multi-year partnership naming EPAM Systems its preferred digital transformation partner to modernize infrastructure and create EPAM-powered interactive ecosystems at the National Geographic Museum of Exploration. Beyond philanthropy, the collaboration blends National Geographic’s storytelling heritage with EPAM’s AI and experience-design capabilities, feeding directly into solutions the company delivers for its broader enterprise...

Tradeweb Markets (TW) has wrapped up FY 2025 with fourth quarter revenue of US$520.8 million and basic EPS of US$1.52, capping a year where trailing twelve month revenue reached about US$2.1 billion and EPS came in at US$3.83. Over the past year, revenue has moved from US$1.72 billion to about US$2.1 billion on a trailing basis while basic EPS has climbed from US$2.35 to US$3.83, so the latest print sits on top of a steadily higher earnings run rate. With net income and margins running firmly...

Ocular Therapeutix (OCUL) has released its FY 2025 results, reporting Q4 revenue of US$13.25 million, basic EPS of a US$0.29 loss, and net income excluding extra items of a US$64.65 million loss. On a trailing 12-month basis, revenue was US$51.95 million, with basic EPS of a US$1.42 loss and net income excluding extra items of a US$265.94 million loss. Over the last six reported quarters, the company’s quarterly revenue has ranged from US$10.70 million to US$17.08 million, while basic EPS has...

Kodiak Sciences (KOD) is back in focus after announcing it will share first-time, end-of-study Phase 1b APEX data in macular edema at the Angiogenesis, Exudation, and Degeneration 2026 conference. See our latest analysis for Kodiak Sciences. The APEX data update comes after a sharp 1 day share price return of 9.66%, though the 30 day share price return of a 14.89% decline contrasts with a 30.69% gain over 90 days and a very large 1 year total shareholder return. If Kodiak Sciences has you...

Why Viking Holdings Is On Investors’ Radar Now Viking Holdings (VIK) has drawn attention after a stretch of strong share price momentum, with the stock up around 6% over the past week and roughly 32% in the past 3 months. For investors, that recent move, combined with positive annual revenue and net income growth and a current share price of US$76.99, raises questions about how the business fundamentals line up with the latest trading action. See our latest analysis for Viking Holdings. That...

If you are wondering whether Navios Maritime Partners is still good value after its recent run, you are in the right place. This article will focus squarely on what the current price might imply about the stock. The units most recently closed at US$60.22, with returns of 0.7% over 7 days, 8.6% over 30 days, 17.2% year to date and 41.2% over the last year, so many holders may be asking whether the current price already reflects these gains. Recent news around Navios Maritime Partners has...

Haemonetics (HAE) has just posted its Q3 2026 numbers, reporting revenue of US$339 million and basic EPS of US$0.96, compared with trailing twelve month EPS of US$3.66 and net income of US$175 million. The company’s quarterly revenue has moved from US$330.6 million in Q4 2025 to US$338.0 million in Q3 2026, while basic EPS has ranged from US$0.71 in Q1 2026 to US$0.96 in the latest quarter. This gives investors a clearer view of how recent earnings relate to its trailing profitability. With...

T1 Energy Inc. recently disclosed that the employment of Denise Cruz, SVP, Chief Accounting Officer and Corporate Controller, ended effective February 5, 2026, and that Tom Mahrer, a seasoned energy-sector finance professional, was appointed to the role the same day. The abrupt transition in a core financial oversight position places fresh emphasis on T1 Energy’s accounting governance, disclosure quality, and internal controls. Against this backdrop, we’ll examine how the sudden change in...

Kulicke and Soffa Industries recently reported fiscal first-quarter 2026 results, with net sales of US$199.63 million and GAAP diluted EPS of US$0.32, and also completed a share repurchase program totaling 1,954,177 shares for US$72.87 million announced in November 2024. The company paired this performance with guidance for second-quarter 2026 revenue of about US$230 million and positive GAAP and non-GAAP EPS, highlighting ongoing customer demand for its semiconductor production and advanced...

Reinsurance Group of America (RGA) closed out FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$7.06, capping a trailing twelve month period where EPS reached US$17.94 on revenue of US$23.7b. Over the past year, the company has seen revenue move from US$22.1b to US$23.7b on a trailing basis, while net income excluding extra items shifted from US$717m to US$1.2b. This sets up a picture of earnings growth that sits alongside a trailing net margin of 5% and a market price of...

C.H. Robinson Worldwide (CHRW) is back in focus after its latest quarter, where adjusted earnings per share came in ahead of expectations despite pressure in freight and ocean shipping markets. See our latest analysis for C.H. Robinson Worldwide. The strong quarter and regular dividend declaration have come alongside a sharp re-rating, with a 20.3% 1 month share price return and a 112.2% 1 year total shareholder return signaling powerful momentum rather than a short term bounce. If this...

Amazon.com (AMZN) just wrapped up FY 2025 with Q4 revenue of US$213.4b and basic EPS of US$1.98, alongside Q4 net income of US$21.2b, all set against trailing 12 month revenue of US$716.9b and basic EPS of US$7.29. The company has seen quarterly revenue move from US$187.8b in Q4 2024 to US$213.4b in Q4 2025, while basic EPS went from US$1.90 to US$1.98 over the same period. Trailing net profit margin at 10.8% versus 9.3% a year earlier frames a story of earnings power that investors will...

Trump Media & Technology Group confirmed it plans to launch a shareholder digital token initiative. The company has set an official record date that will determine which shareholders are eligible. Management has said more information on how the token will work and be distributed will be provided at a later time. For investors following Trump Media & Technology Group, ticker NasdaqGM:DJT, the token announcement arrives with the stock trading at about $11.455. The share price comes after...

In late January 2026, BWX Technologies opened its Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee, a core hub for designing, engineering, fabricating and testing advanced gas centrifuge machines tied to the US$1.50 billion National Nuclear Security Administration program to rebuild fully domestic uranium enrichment capacity for defense fuel. This facility deepens BWXT’s role at the center of US national security and energy security efforts by anchoring a domestic...

In recent weeks, UBS reiterated its positive view on Abercrombie & Fitch after conversations at the ICR Conference, citing strong brand fundamentals and fourth-quarter results that exceeded expectations with revenue growth across both Abercrombie and Hollister. Abercrombie & Fitch has also been deepening customer engagement through its NFL partnership, including Super Bowl-themed collections and an invite-only fashion presentation that blend sports fandom with fashion-focused product...

WD-40 at a glance WD-40 (WDFC) has drawn fresh attention after recent share price moves, with the stock closing at $238.53 and posting mixed short and longer term returns that may prompt investors to reassess expectations. See our latest analysis for WD-40. The sharp 5.7% 1 day share price pullback comes after a stronger run, with a 30 day share price return of 19.9% and a 3 year total shareholder return of 44.4%. This suggests longer term momentum remains intact despite recent volatility. If...