U.S. Specialized REITs Stock News

Manhattan Associates recently reported its fourth-quarter and full-year 2025 results, with revenue of US$270.39 million for the quarter and US$1.08 billion for the year, alongside net income of US$51.95 million for the quarter and US$219.95 million for the year. At the same time, the company issued 2026 guidance calling for total revenue of US$1.13 billion to US$1.15 billion and a GAAP operating margin of 24.1% to 24.7%, while continuing to return capital through share repurchases. We will...

StepStone Group (STEP) is back in focus after quarterly results came in ahead of market expectations, supported by strong fee related earnings, record Private Wealth subscriptions, and growing partnerships and product expansion. See our latest analysis for StepStone Group. The latest earnings surprise appears to have checked a recent pullback, with the 1 day share price return of 5.5% partly offsetting a 30 day share price return decline of 13.4%, while a 3 year total shareholder return of...

NetScout Systems, Inc. recently reported its third-quarter and nine-month fiscal 2026 results, showing quarterly revenue of US$250.68 million and net income of US$55.14 million, and it modestly raised full-year guidance for both revenue and GAAP diluted earnings per share. Beyond the headline numbers, the company’s improved profitability and guidance were underpinned by strength in cybersecurity and observability solutions, including new capabilities for Wi‑Fi 7 monitoring and SSL/TLS...

Boot Barn Holdings, Inc. reported past third-quarter fiscal 2026 results with sales of US$705.64 million and net income of US$85.81 million, and updated full-year guidance that includes anticipated total sales of about US$2.24–2.25 billion and net income of roughly US$222.8–225.8 million. Alongside planning to open 70 new stores and completing a US$37.44 million share repurchase program, management is emphasizing same-store sales growth and margin improvement across both retail and...

MSA Safety has recently announced it will showcase a new suite of end-to-end refrigerant management and monitoring solutions, including the Bacharach X30 and X50 monitors, multi-zone and low-level leak detectors, compliance software, and IIoT-enabled FieldServer gateways, at the upcoming AHR Expo. The breadth of this portfolio, spanning early leak detection, regulatory tracking, and protocol-bridging gateways, highlights MSA Safety’s push to embed itself across the full HVAC-R compliance and...

T. Rowe Price Group, Inc. reported fourth-quarter 2025 results with revenue rising to US$1,934.1 million and net income of US$445.3 million, while full-year revenue reached US$7.31 billion and net income was US$2.09 billion. Alongside these results, the firm continued expanding its product lineup with the launch of the T. Rowe Price Innovation Leaders ETF, highlighting its push into active ETFs focused on innovation themes. We will now examine how earnings growth alongside fee pressure and...

Glacier Bancorp at a glance Glacier Bancorp (GBCI) has recently drawn investor attention after a positive daily move, with the share price closing at $53.19. This price action has prompted a closer look at its recent return profile and fundamentals. See our latest analysis for Glacier Bancorp. Beyond today’s move, Glacier Bancorp’s 30-day share price return of 12.71% and 90-day share price return of 25.01%, alongside a 1-year total shareholder return of 8.95%, suggest momentum has been...

Recent performance snapshot Zurn Elkay Water Solutions (ZWS) has drawn attention after recent share price moves, with the stock closing at $52.78 and showing double digit total returns over the past year and the past 3 months. See our latest analysis for Zurn Elkay Water Solutions. The recent 3.3% 1 day share price return and 14.7% 30 day share price return suggest momentum has picked up again, while the 39.5% 1 year total shareholder return and 134.0% 3 year total shareholder return point to...

Why JetBlue’s latest moves are drawing fresh attention JetBlue Airways (JBLU) is back on many investors’ screens after reporting a smaller net loss for 2025, outlining its 2026 outlook, and signing a new interline agreement with Contour Airlines. See our latest analysis for JetBlue Airways. Those announcements have arrived alongside a sharp shift in sentiment, with a 90 day share price return of 46.54% and a year to date share price return of 38.56%. However, the 5 year total shareholder...

In early February 2026, Maximus, Inc. reported first-quarter fiscal 2026 results showing sales of US$1,345.05 million and net income of US$93.94 million, while narrowing full-year 2026 revenue guidance to US$5.20–US$5.35 billion after a small U.S. Services divestiture. The company also launched its AI-powered Accuracy Assistant for state SNAP programs, underscoring how automation and analytics are becoming central to its government services offerings and quality initiatives. Against this...

Warren Buffett’s exit as CEO at the end of 2025 has pushed Berkshire Hathaway (BRK.A) into a new chapter, with investors weighing new leadership decisions and considering the role of the company’s large cash reserves. See our latest analysis for Berkshire Hathaway. The share price has climbed over the past week, with a 7 day share price return of 5.55% and a year to date share price return of 2.48%. The 5 year total shareholder return of 108.92% points to strong long term compounding despite...

Credicorp stock: why recent performance is catching investor attention Credicorp (NYSE:BAP) has been moving on investor radar after a period of mixed short term performance, including a 1 day decline of about 0.9% but a stronger move over the past month and past 3 months. See our latest analysis for Credicorp. At a share price of US$353.30, Credicorp has seen short term share price pressure, including a 7 day share price return of a 4% decline. Its 30 day and 90 day share price returns of...

SEI Investments Company recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$607.93 million and net income of US$172.5 million, and full-year revenue of US$2.30 billion and net income of US$715.31 million, all higher than the prior year. The company also continued returning cash to shareholders, repurchasing 1,200,000 shares for US$101 million in the quarter and completing a very large multi-year buyback program initiated in 2005. With these stronger...

In early February 2026, Capri Holdings Limited reported third-quarter 2025 results showing sales of US$1,025 million and net income of US$116 million, reversing a net loss a year earlier, while also updating investors that no shares were repurchased under the previously announced buyback program. The company complemented these results by issuing full-year 2026 guidance, projecting total revenue of about US$3.45 billion to US$3.48 billion and diluted earnings of roughly US$1.30 to US$1.40 per...

Why post quantum security and earnings timing matter for Lattice Semiconductor Lattice Semiconductor (LSCC) is back on traders’ radar after its secure control FPGA launch in post quantum cryptography drew positive analyst attention, just as the company heads into an earnings report this Tuesday afternoon. See our latest analysis for Lattice Semiconductor. The recent post quantum product news comes on top of a strong run, with Lattice Semiconductor’s share price returning 28.85% over 90 days...

Ultra Clean Holdings, Inc. recently announced that former executive Harjinder Bajwa has left the company and that industry veteran Robert Wunar, who has more than 30 years of semiconductor capital equipment operations and supply chain experience, will become Chief Operating Officer effective March 23, 2026. Coming from a senior operations role at Applied Materials, Wunar’s background in global manufacturing, supply resilience, and cost optimization could meaningfully influence how Ultra...

Magnolia Oil & Gas (MGY) is back in focus after reporting a new company production record in the fourth quarter of 2025, along with strong free cash flow and increased cash returns to shareholders. See our latest analysis for Magnolia Oil & Gas. The recent production record and higher dividend come alongside strong price momentum, with a 30 day share price return of 21.19% and a year to date share price return of 20.06%. The 5 year total shareholder return of 198.25% shows how longer term...

Darden Restaurants has decided to discontinue its Bahama Breeze brand, closing 14 locations by April 5, 2026, and converting the remaining 14 into other Darden concepts. This marks a clear refocus of Darden’s casual dining portfolio, concentrating resources on brands it sees as better aligned with its long-term priorities. Next, we will look at how retiring Bahama Breeze and reallocating those sites could influence Darden’s investment narrative and brand mix. Invest in the nuclear...

At the 2026 AHR Expo in Las Vegas, Garrett Motion unveiled its oil-free centrifugal compressor technology for HVAC systems and announced a roadmap for a portfolio spanning 7 to 500 Tons of cooling capacity, alongside a new collaboration with Trane Technologies to integrate these compressors into Trane’s commercial systems from 2026. This move extends Garrett Motion’s turbo machinery and high-speed electric motor expertise beyond automotive into commercial HVAC, aligning its technology with...

In early February 2026, Philip Morris International reported fourth-quarter 2025 sales of US$10,362 million and net income of US$2,141 million, reversing a prior-year net loss, alongside full-year 2025 sales of US$40.65 billion and net income of US$11.35 billion. The results underscored the growing weight of smoke-free products, which contributed roughly 42% of revenue in 2025, as the company also filed an omnibus shelf registration for potential future issuance of debt securities and...

Badger Meter (BMI) shares were back in focus after the company reported fourth quarter and full year 2025 earnings, followed by mixed analyst reactions that pointed to caution on near term sales momentum. See our latest analysis for Badger Meter. At a share price of $151.23, Badger Meter has bounced with a 1 day share price return of 3.67% and a 7 day share price return of 3.17%. However, the 30 day and year to date share price returns of 13.39% and 14.26% declines, alongside a 1 year total...

In late January 2026, Graco Inc. reported past fourth-quarter 2025 sales of US$593.16 million and net income of US$132.49 million, along with full-year 2025 sales of US$2.24 billion and net income of US$521.84 million, and issued 2026 guidance for low single-digit organic sales growth and mid-single-digit growth including acquisitions. The combination of higher quarterly and annual earnings per share and management’s new 2026 sales outlook gave investors fresh insight into Graco’s operating...

Monarch Casino & Resort recently reported past fourth-quarter and full-year 2025 results, with revenue rising to US$140.00 million for the quarter and US$545.13 million for the year, alongside net income of US$22.94 million and US$101.39 million respectively, and declared a US$0.30 per-share cash dividend payable in March 2026. The company also completed a long-running share repurchase program, buying back 1,847,239 shares in total for US$143.17 million, highlighting a balance of record...

In early February 2026, Camden Property Trust reported past fourth-quarter and full-year 2025 results showing higher sales and net income, alongside a US$600 million share repurchase authorization, an impairment charge of US$12,916,000 on land development, and new earnings guidance for 2026. The trust also outlined plans to recycle capital from California asset sales into higher-demand Sunbelt markets, while increasing its first-quarter 2026 dividend to US$1.06 per common share. We will now...