U.S. Specialized REITs Stock News

TechnipFMC (FTI) shares are in focus after the company launched a €2.00b buyback program that coincides with fresh institutional stakes, a combination now shaping sentiment around margins and the overall outlook. See our latest analysis for TechnipFMC. The buyback and fresh institutional interest come on top of strong recent momentum, with a 30 day share price return of 17.78% and a 90 day share price return of 33.11%. The 1 year total shareholder return of 85.92% and very large 5 year total...

Dividend launch and capital return shift ePlus (PLUS) has introduced its first quarterly dividend while keeping its share repurchase program in place, marking a new phase in capital return that investors may monitor closely. See our latest analysis for ePlus. Against this backdrop, ePlus shares closed at US$85.81, with a 17.06% 90 day share price return and a 5 year total shareholder return of 85.97%, while the new dividend and a recent omnibus shelf registration filing add fresh context to...

Duke Energy (DUK) is back in focus after recent analyst commentary highlighted how its power assets between Virginia and Georgia intersect with rising electricity demand tied to data center growth and Virginia’s energy importing role. See our latest analysis for Duke Energy. The recent focus on Duke Energy’s position between Virginia and Georgia comes as the stock posts a 3.33% year to date share price return and an 11.08% total shareholder return over one year. However, the negative 2.00%...

Cullen/Frost Bankers (CFR) is back in focus after reporting fourth quarter and full year 2025 results that topped analyst expectations for both earnings and revenue, supported by organic growth driven by Texas. See our latest analysis for Cullen/Frost Bankers. The recent results, dividend affirmation and new US$300m buyback have come alongside a 30 day share price return of 7.53% and 90 day share price return of 11.78%, while the 5 year total shareholder return of 62.66% points to momentum...

First Financial Bankshares (FFIN) has put a long planned leadership handover into effect, with 22 year company veteran David Bailey taking over as President and CEO, while former CEO F. Scott Dueser becomes Executive Chairman. See our latest analysis for First Financial Bankshares. The leadership change comes after a period where the share price has shown short term momentum, with a 30 day share price return of 6.0% and a 90 day share price return of 3.82%. However, the 1 year total...

Hyatt Hotels (H) is facing fresh legal scrutiny after a class action complaint in San Diego alleged violations of multiple California labor laws. This development raises questions for investors about potential financial exposure and brand impact. See our latest analysis for Hyatt Hotels. The class action filing comes as Hyatt Hotels' share price has eased in the short term, with a 1 day share price return of a 1.8% decline and a 30 day share price return of a 5.6% decline, while a 90 day...

In January 2026, H&R Block, Inc. added three seasoned executives, Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines, to its Board of Directors, assigning them to key Audit, Compensation, and Governance committees. The trio’s backgrounds in consumer brands, large-scale growth, and finance suggest H&R Block is prioritizing innovation in client experience and omnichannel service delivery at the board level. We’ll now examine how the infusion of growth, brand, and financial...

Assessing Adtalem Global Education’s Recent Share Performance Adtalem Global Education (ATGE) has drawn investor attention after a mixed stretch, with the share price slipping about 4% over the past day and 12% over the past week, despite stronger longer term returns. See our latest analysis for Adtalem Global Education. The recent pullback sits against a mixed picture, with a 12.39% 7 day share price decline and a largely flat year to date share price return of 0.88%. The 3 year total...

Texas Pacific Land (TPL) has drawn fresh attention after committing US$50 million to a partnership with Bolt Data & Energy to build large-scale data center campuses on its West Texas land. See our latest analysis for Texas Pacific Land. The new data center partnership comes as Texas Pacific Land’s share price sits at US$348.36, with a 30 day share price return of 16.91% and a 90 day gain of 14.29%. However, the 1 year total shareholder return is a 21.11% loss, contrasting with a 69.47% gain...

LPL Financial Holdings (LPLA) is back in focus after reporting record adjusted earnings and record total assets for Q4 and full year 2025, supported by advisor growth and recent acquisitions. See our latest analysis for LPL Financial Holdings. LPL Financial’s recent earnings beat, record US$2.4b in assets under management, and affirmed dividend come after a modest 1 year total shareholder return of 0.43% and a much stronger 3 year total shareholder return of 55.78%. This suggests long term...

Wingstop (WING) is back in focus as investors weigh its recent share performance against its current fundamentals, including US$682.98 million in revenue and US$174.259 million in net income over the latest reported year. See our latest analysis for Wingstop. At a share price of US$265.43, Wingstop’s recent 90 day share price return of 11.84% contrasts with a 1 year total shareholder return decline of 12.21%, so shorter term momentum has been firmer than the longer term picture. If Wingstop’s...

Commvault Systems (CVLT) sent mixed signals to the market after third quarter results topped expectations, but fiscal 2026 revenue guidance fell short, sparking a sharp sell off despite buybacks and new Google Cloud product updates. See our latest analysis for Commvault Systems. The earnings beat, softer fiscal 2026 guidance and ongoing buybacks have all fed straight into the price action, with a 7 day share price return of 33.75% decline and a 1 year total shareholder return of 46.21%...

In late January 2026, analysts at Piper Sandler, Wells Fargo and Jefferies updated their views on Crescent Energy, reaffirming positive stances while adjusting their assessments of the company’s prospects amid a pressured oil backdrop. Together, these reports spotlight Crescent Energy’s post-divestiture execution and capital allocation discipline, putting management’s ability to strengthen the balance sheet and asset base under a brighter spotlight. We’ll now examine how this cluster of...

Goldman Sachs has upgraded BioNTech (BNTX) to Buy, highlighting its focus on next generation immuno oncology, antibody drug conjugates, and several late stage data readouts expected in 2026 as key factors that could influence investor interest. See our latest analysis for BioNTech. At a share price of US$113.75, BioNTech has a 30 day share price return of 17.64% and year to date share price return of 17.64%, while the 1 year total shareholder return of 5.07% and 3 year total shareholder...

State Street Corporation recently announced two Middle East expansion moves: a support agreement with Abu Dhabi Investment Office to open a new Al Ain operating center and a strategic alliance with QNB Group to develop a new custody servicing model in Qatar. Beyond regional growth, these initiatives deepen State Street’s role in local market infrastructure, talent development, and institutional-grade custody across the Gulf. Next, we’ll explore how this regional build-out in Abu Dhabi and...

Teradyne (TER) is back in focus after announcing a joint venture with MultiLane to create MultiLane Test Products, aimed at serving demand for high speed testing in AI data center equipment. See our latest analysis for Teradyne. The joint venture news comes after a strong run in the shares, with a 30 day share price return of 16.14% and a 90 day share price return of 37.23%. The 1 year total shareholder return of 117.93% suggests momentum has been building rather than fading. If Teradyne's AI...

Allegiant Travel (ALGT) just released its December 2025 traffic report, with passenger counts, available seat miles and revenue passenger miles all above the prior year, while the annual load factor eased slightly. See our latest analysis for Allegiant Travel. The latest traffic report arrives after a sharp 52.73% 90 day share price return. In contrast, the 1 year total shareholder return of a 9.39% decline shows longer term holders have had a tougher run, which suggests recent momentum is...

Terns Pharmaceuticals previously announced an amendment to its Exclusive Option and License Agreement with Hansoh, converting a non-exclusive license into an exclusive, sublicensable, royalty-bearing, perpetual worldwide license for TERN-701 outside China, Taiwan, Hong Kong, and Macau. This move materially increases Terns’ control over the global development and commercialization path of TERN-701, reshaping the asset’s long-term commercial potential. Next, we’ll examine how gaining an...

DHT Holdings has agreed to sell its debt-free 2007-built crude oil tanker DHT Bauhinia for US$51.5 million, expecting to record a US$34.2 million gain when the vessel is delivered to its new owner around June or July 2026. This transaction, alongside the disposal of other older very large crude carriers and the addition of newbuild VLCCs, highlights DHT’s effort to modernize its fleet and refine its mix of spot exposure and fixed-income contracts. We’ll now examine how DHT’s active fleet...

Federated Hermes, Inc. ( NYSE:FHI ) is about to trade ex-dividend in the next three days. The ex-dividend date is one...

Avery Dennison stock reacts to recent performance metrics Avery Dennison (AVY) has come into focus after recent performance data showed a last close of $185.51, with the share price moving modestly over the past week, month, and past three months. See our latest analysis for Avery Dennison. Over the past year, Avery Dennison’s share price has seen modest movement compared with its recent 90 day share price return of 6.38%, while the 1 year total shareholder return of 3.35% points to...

In late January 2026, Amentum announced a series of large nuclear-energy contracts, including up to US$730 million from EDF in the UK and a US$207 million Dutch government framework, alongside a program delivery role for Rolls-Royce small modular reactors and continued support for NASA’s Artemis II mission. Together, these wins highlight Amentum’s role across the nuclear life cycle, from existing reactor support and new gigawatt-scale builds to emerging SMR deployments, while underscoring...

Axon Enterprise (AXON) is back in focus as investors look ahead to its fourth quarter 2025 earnings on February 24 and digest its recent Carbyne acquisition tied to AI powered, cloud based 911 solutions. See our latest analysis for Axon Enterprise. The recent Carbyne deal and the upcoming earnings release are arriving after a sharp reset in sentiment, with Axon’s 7 day share price return of 20.08% and 90 day share price return of 31.52% both firmly negative, even as the 3 year total...

Primerica recently announced that long-serving directors Beatriz R. Perez and Gary L. Crittenden will not stand for reelection at the May 2026 annual meeting, while analysts point to the company’s history of outperforming earnings expectations ahead of results due on February 11, 2026. Together with survey data showing many middle-income Americans still struggling with cost-of-living pressures, this combination of board turnover and earnings optimism highlights how Primerica sits at the...