U.S. Specialized REITs Stock News

If you are wondering whether Murphy USA is starting to look attractively priced, or if recent weakness is a warning sign, this article will help you weigh what the current share price might really be offering. The stock last closed at US$377.89, with a 10.6% decline over the past week, 11.5% over the past month and 6.8% year to date. The 1 year return sits at a 21.0% decline, and the 3 and 5 year returns are 39.7% and 212.9% respectively. Recent attention around Murphy USA has largely...

Johnson & Johnson (JNJ) is back in focus after reporting better than expected fourth quarter results, setting a US$100b 2026 sales goal, and releasing new OMNY AF atrial fibrillation data that highlights its MedTech pipeline. See our latest analysis for Johnson & Johnson. That backdrop of strong fourth quarter numbers and new clinical data has coincided with a clear shift in sentiment, with a 30 day share price return of 17.42% and a 1 year total shareholder return of 61.53% pointing to...

In late January 2026, D-Wave Quantum announced a move of its headquarters to Boca Raton, Florida, alongside a US$20 million Advantage2 annealing quantum computer sale to Florida Atlantic University and a separate US$10 million, two-year QCaaS agreement with a leading Fortune 100 company. Combined with new hybrid solver features, advanced annealing controls, defense-focused collaborations, and its dual-platform capability following the Quantum Circuits acquisition, D-Wave is working to...

Valley National Bancorp recently reported full-year 2025 results showing net interest income of US$1.76 billion and net income of US$597.98 million, alongside lower fourth-quarter net loan charge-offs than a year earlier and completion of a US$63.35 million share repurchase program. Investors also saw the board appoint experienced former Popular Inc. finance chief Carlos Vazquez as an independent director, adding depth to Valley’s audit and compensation oversight as the bank highlights gains...

In early February 2026, Phibro Animal Health reported stronger second-quarter results, with sales rising to US$373.91 million and net income reaching US$27.46 million, while also raising its fiscal 2026 guidance to net sales of US$1.45–1.50 billion and net income of US$85–95 million. A key driver was the Animal Health segment, where gains in medicated feed additives, nutritional specialties, and vaccines, supported by a recent acquisition, materially lifted earnings and underpinned the...

Trane Technologies (NYSE:TT) has partnered with Garrett Motion to advance next generation oil free centrifugal compressor technology for HVAC. The company has also opened a Centre for Sustainable Refrigeration and Climate Control in India to support research, training, and lower impact cooling solutions. For investors watching Trane Technologies at a share price of $454.76, these moves add fresh context to a stock that has returned 8.1% over the past week, 19.1% over the past month, and...

Why L3Harris is back on investors' radar L3Harris Technologies (LHX) is drawing fresh attention after a cluster of analyst upgrades coincided with the company winning a U.S. Naval Air Systems Command award tied to its Red Wolf precision strike vehicles. See our latest analysis for L3Harris Technologies. The latest U.S. Naval Air Systems Command award has landed just as momentum in L3Harris Technologies' share price has been picking up, with the stock now at $349.66 and a 90 day share price...

If you are wondering whether Affirm Holdings' current share price reflects its true worth, you are not alone. The stock raises plenty of questions about where value and risk sit today. The shares last closed at US$57.03, with returns of a 5.4% decline over 7 days, a 30.3% decline over 30 days, a 23.0% decline year to date and a 24.2% decline over 1 year, set against a very large gain of roughly 4.6x over 3 years and a 54.7% decline over 5 years. Recent headlines around Affirm have focused on...

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...

Omega Healthcare Investors, Inc. reported past fourth-quarter 2025 revenue of US$319.22 million and net income of US$164.84 million, with full-year 2025 revenue of US$1.19 billion and net income of US$590.19 million, and its board declared a US$0.67 per-share dividend payable on February 17, 2026. The company paired this earnings strength with more than US$1.10 billion of 2025 investments and US$1.70 billion of debt repayment, while continuing to operate through operator-specific challenges...

GEO Group (GEO) has shown mixed short-term performance, including a 3% gain over the past day and a 9% decline over the past month. This price movement has drawn attention to its valuation and fundamentals. See our latest analysis for GEO Group. The recent 2.71% 1 day share price return comes after a 9.14% 30 day share price decline, while the 1 year total shareholder return of 40.96% decline contrasts with 3 and 5 year total shareholder returns of 29.48% and 79.86%. This suggests longer term...

If you are trying to figure out whether EQT is attractively priced or getting ahead of itself, the current share price of US$56.79 makes valuation a key question. The stock has been relatively active, with a 1 week return of a 1.6% decline, a 30 day return of 11.2%, a year to date return of 6.2%, a 1 year return of 12.4% and a very large 5 year return that is around 2.4x. Recent coverage around EQT has focused on its role in the US energy sector and how natural gas focused businesses are...

UnitedHealth Group reported full-year 2025 results showing revenue rising to about US$447.57 billion from roughly US$400.28 billion a year earlier, while net income and diluted EPS from continuing operations fell to about US$12.06 billion and US$13.23, respectively. At the same time, the company projected 2026 revenue of more than US$439.00 billion and earnings from operations above US$24.00 billion, even as new U.S. proposals on Medicare Advantage payments and pharmacy benefit manager...

If you are wondering whether BrightSpring Health Services is still attractively priced after its run, this article will walk through what the current numbers are actually saying about the stock. The share price recently closed at US$39.68, with returns of 1.0% over the last 7 days, 5.7% over the last 30 days, 3.3% year to date and 79.5% over the last year, which has raised questions about how much value might already be reflected. Recent coverage of BrightSpring has focused on its role as a...

Why DNOW (DNOW) is on investors’ radar today DNOW (DNOW) has caught investor attention after strong recent share performance, with the stock showing positive moves over the past week, month, past 3 months, and year to date. See our latest analysis for DNOW. Recent trading shows momentum building, with DNOW’s 30 day share price return of 23.51% and year to date share price return of 25.45%. Its 5 year total shareholder return of 62.25% reflects a longer term payoff for investors who stayed the...

Medtronic stock moves after recent performance data Medtronic (MDT) has drawn fresh attention after recent performance figures showed a 5.5% return over the past month and 11.1% over the past 3 months, alongside a trailing 1-year total return of 17.9%. See our latest analysis for Medtronic. At a share price of $102.90, Medtronic’s recent 30 day and 90 day share price returns suggest momentum has picked up compared to its more modest year to date move, while multiyear total shareholder returns...

Pagaya Technologies (NasdaqCM:PGY) has launched its 59th publicly rated asset backed securitization. KBRA assigned preliminary ratings to eight classes of notes tied to this new transaction. The deal adds to Pagaya's record of issuing structured products in the asset backed securities market. Pagaya Technologies, trading at $18.64, continues to be active in the securitization arena with this latest ABS transaction. The stock has seen a 49.1% return over the past year and a 26.3% return over...

Recent performance snapshot MACOM Technology Solutions Holdings (MTSI) has drawn investor attention after recent share price moves, with the stock showing double digit total returns over the past year and over multi year periods. Over the past month, MACOM shares have returned 34.89%, with the past 3 months at 32.20% and the year to date figure at 34.81%. The 1 year total return stands at 85.42%, while the 3 year and 5 year total returns are very large, at roughly 2.56x and 2.49x...

Why Paylocity Is On Investors’ Radar Today Paylocity Holding (PCTY) has drawn attention after a stretch of negative share performance, with the stock showing declines over the past week, month, past 3 months, year to date, and past year. That weaker run contrasts with a business that currently reports US$1.68b in revenue and US$238.28m in net income. The company offers a broad suite of cloud-based payroll, HR, and workforce management tools across multiple industries. See our latest analysis...

In early February 2026, Exelixis, Inc. reported that the FDA accepted its New Drug Application for zanzalintinib plus atezolizumab to treat previously treated adult patients with metastatic colorectal cancer, granting a standard review with a target action date of December 3, 2026. The filing draws on phase 3 STELLAR-303 data showing a statistically significant overall survival benefit versus regorafenib, highlighting how Exelixis is extending its kinase-inhibitor expertise beyond...

Centene has agreed to divest its remaining Magellan Health assets, recording a significant after tax impairment tied to the sale. The company, through its Health Net brand, is also advancing community health efforts, including initiatives that honor healthcare professionals and support youth empowerment. These moves highlight a clearer focus on core health insurance activities and on environmental, social, and governance priorities for NYSE:CNC. For investors tracking NYSE:CNC, these...

Why Morgan Stanley’s latest results and bond activity matter for stockholders Morgan Stanley (MS) recently reported robust Q4 2025 results, with investment banking helped by global M&A activity and Wealth Management contributing to record annual revenue. Management also highlighted continued investment in technology and client capabilities. See our latest analysis for Morgan Stanley. At a share price of $179.96, Morgan Stanley’s 9.03% 3 month share price return and 32.01% 1 year total...

In early February 2026, Goldman Sachs announced a collaboration with Anthropic to build AI-powered agents for tasks such as trade accounting, client due diligence, and onboarding, alongside a series of new fixed-income offerings and fresh subordinated debt issuance to refine its capital structure. Together with higher bonus pools for bankers and traders after a strong operating year, these moves highlight how Goldman Sachs is pairing technology investment with capital-market activity to...

In late January 2026, Four Corners Property Trust reported acquiring a GreatWater 360 Auto Care in Minnesota via a US$2,300,000 sale-leaseback and a newly built McAlister's Deli in Michigan for US$2,300,000 under a long-term net lease. These additions, both priced at capitalization rates consistent with prior deals, highlight FCPT’s continued focus on expanding its triple net and net lease portfolio in high-traffic retail corridors. We’ll now examine how FCPT’s continued use of long-term...