U.S. Specialized REITs Stock News

Allstate is approaching its February 4 earnings release, with analysts expecting higher year-over-year earnings on stronger revenues and a positive Earnings ESP signal. Investor attention is also being shaped by Allstate’s P/E ratio sitting well below the broader insurance industry average, raising questions about how earnings expectations align with current valuation. We’ll now examine how the optimistic earnings expectations, supported by a positive Earnings ESP, influence Allstate’s...

FOX Sports recently unveiled its historic broadcast schedule for the FIFA World Cup 2026™, while Winter Storm Fern has already driven millions of viewers indoors for key NFL playoff games aired on Fox. Together, the long-term World Cup coverage plan and the weather-boosted NFL audiences highlight Fox’s leverage to major live sports moments across broadcast and streaming. Against this backdrop, we’ll explore how Fox’s expanded World Cup coverage shapes its investment narrative around premium...

Vaxcyte (PCVX) is back in focus after the company completed a follow on equity offering of common stock and pre funded warrants, raising about $550 million at $50 per share. See our latest analysis for Vaxcyte. At a latest share price of $53.57, Vaxcyte has seen short term momentum build, with a 1 month share price return of 15.3% and a 3 month share price return of 29.55%, even though the 1 year total shareholder return of 36.84% decline contrasts with a 5 year total shareholder return a...

Without a specific news event driving attention today, Element Solutions (ESI) still offers investors a set of concrete reference points, including recent share performance metrics and its role as a global specialty chemicals producer. See our latest analysis for Element Solutions. At a share price of $29.10, Element Solutions has recently paired a 12.18% year to date share price return with a 17.83% 1 year total shareholder return, suggesting momentum has been building rather than fading...

In late January 2026, Amphenol reported full-year 2025 sales of US$23.09 billion and net income of US$4.27 billion, alongside guidance for first-quarter 2026 sales of US$6.90 billion to US$7.00 billion, assuming stable market conditions and exchange rates. These results were accompanied by strong earnings per share growth, upbeat near-term sales expectations, and continued share repurchases under the company’s existing buyback program. We’ll now examine how Amphenol’s confident first-quarter...

Carter’s, Inc. and Once Upon a Farm recently launched a limited-edition Carter’s x Once Upon a Farm capsule collection of baby and toddler apparel and sleepwear, featuring three farm-fresh fruit prints in 12 styles priced from US$18 to US$20, sold exclusively online and in Carter’s stores nationwide. This collaboration highlights Carter’s effort to pair its PurelySoft sustainable fabrics with a food brand focused on wholesome ingredients, reinforcing cross-brand appeal around health,...

News (NWSA) has drawn investor attention after announcing an expanded $1.3b stock buyback program, funded by the Foxtel Group divestiture, along with updates on its digital and B2B operations. See our latest analysis for News. At a share price of $27.03, News has seen a 3.21% year to date share price return and a 4.77% 90 day share price return. The 3 year total shareholder return of 33.55% contrasts with a 3.05% 1 year total shareholder return decline, suggesting momentum has cooled recently...

On January 21, 2026, Boyd Gaming entered into an amended and restated credit agreement providing a US$1.45 billion revolving facility and a US$1.20 billion delayed-draw Term A loan, replacing its 2022 credit agreement and extending access to secured financing through a five-year maturity. This larger and more flexible debt structure, including an accordion feature tied to Consolidated EBITDA and leverage ratios, gives Boyd Gaming substantial capacity to manage liquidity, refinancing, and...

In late January 2026, Rocket Companies came under pressure after rival PennyMac Financial reported weaker‑than‑expected earnings, sparking sector‑wide concern about mortgage margins and demand amid shifting interest‑rate expectations and upcoming U.S. economic data. Despite these headwinds, analysts highlighted Rocket’s strong national brand, focus on direct‑to‑consumer lending, and customer recapture capabilities as potential buffers against broader mortgage‑industry challenges. We’ll now...

Capri Holdings (CPRI) has been drawing attention after recent share weakness, with the stock down around 7% over the past month and roughly flat over the past 3 months. See our latest analysis for Capri Holdings. At a share price of US$22.57, Capri Holdings has seen pressure in the short term, with a 7.46% year to date share price decline and a 5.76% fall in 1 year total shareholder return. However, the 90 day share price return of 8.98% suggests recent momentum has been more supportive. If...

In late January 2026, Merchants Bancorp reported fourth-quarter and full-year 2025 results showing higher quarterly net interest income but lower net income and earnings per share versus the prior year, while also authorizing a share repurchase program of up to US$100 million through 2027. Beneath the headline numbers, the bank highlighted record tangible book value per share and better asset quality, including fewer criticized and nonperforming loans, pointing to balance-sheet...

IDT Corporation recently reported that its National Retail Solutions division achieved a 39% increase in recurring revenue while the company remains debt-free with about US$220,000,000 in net cash. This combination of fast-growing recurring revenue and a cash-rich balance sheet gives IDT meaningful flexibility as it approaches its March 5, 2026, second-quarter fiscal results release. With this backdrop, we’ll explore how IDT’s recurring revenue momentum at National Retail Solutions could...

Jelou has announced the successful raising of $10 million in Series A funding to expand its platform, Brain, which integrates AI-driven financial transactions within WhatsApp. The platform allows businesses to perform actions such as payments, identity verification, and credit processes directly within messaging applications, addressing the growing trend of conversational commerce. Having already proven its effectiveness in the regulated banking environments of Latin America, Jelou aims to...

Those holding Outset Medical, Inc. ( NASDAQ:OM ) shares would be relieved that the share price has rebounded 35% in the...

CONMED Corporation reported past fourth-quarter 2025 sales of US$373.2 million, up from US$345.94 million a year earlier, but net income fell to US$16.74 million from US$33.75 million, with full-year 2025 earnings also lower despite higher revenue. Alongside these results, management outlined a refocus away from lower-growth gastroenterology products toward higher-growth areas including robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair, supported by...

NBT Bancorp Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher net interest income and net income, alongside lower loan net charge-offs compared with the prior year. The board also approved a higher first-quarter 2026 cash dividend of US$0.37 per share and completed a share repurchase program that retired 813,100 shares since 2022, underscoring a multi-year pattern of increasing shareholder distributions. Next, we will examine how the stronger earnings and...

Tompkins Financial (TMP) just reported record fourth quarter and full year 2025 earnings, along with an increased quarterly dividend, putting fresh attention on how the stock reflects these new profitability and shareholder return numbers. See our latest analysis for Tompkins Financial. The record earnings, higher dividend and recent buyback have been followed by a sharp 23% 3 month share price return to US$80.12, while the 1 year total shareholder return of 19.96% suggests building momentum...

In late January 2026, Jack Henry announced new capabilities on its Banno Digital Platform, including native transaction enrichment via Bud Financial and integrated credit card account management through CorServ, alongside scheduling its fiscal second-quarter 2026 results release after market close on February 3. Together, these product enhancements and ecosystem integrations highlight Jack Henry’s push to deepen its role in digital banking infrastructure for thousands of smaller financial...

Why Southwest Gas Holdings is suddenly back on investors’ radar Investor focus has turned to Southwest Gas Holdings (SWX) after the company highlighted its renewed emphasis on regulatory relationships and timely rate relief to address rising costs, a shift that is influencing current sentiment. See our latest analysis for Southwest Gas Holdings. At a share price of $82.82, Southwest Gas Holdings has seen a 3.33% year to date share price return and a 13.47% total shareholder return over the...

Dollar General has agreed to a million‑dollar class action settlement over past pricing discrepancies where customers were reportedly charged more at checkout than the shelf price, alongside commitments to operational changes across multiple states. This legal resolution comes as the retailer is also promoting February discount events and expanded same‑day delivery, highlighting a simultaneous push on customer value and compliance. We’ll now examine how this pricing‑lawsuit settlement and...

California Water Service Group recently declared its 324th consecutive quarterly dividend of US$0.3350 per common share, payable on February 20, 2026, to shareholders of record as of February 9, 2026, following the Board’s decision to lift the planned 2026 annual dividend to US$1.34 per share. This announcement, marking the company’s 59th consecutive annual dividend increase during its centennial year, underscores a long-running focus on dividend consistency and shareholder income. We’ll now...

If you are wondering whether Energy Transfer's current price truly reflects its value, you are not alone. This article focuses squarely on what you might be paying for relative to what you are getting. The unit price recently closed at US$18.45, with returns of 2.7% over the last week, 11.2% over the last month, 11.2% year to date and a 4.3% decline over the last year, set against a very large 5 year gain of around 3x. Recent attention on Energy Transfer has centered on how its long term...

Employers Holdings, a workers’ compensation-focused insurer, recently saw its shares move above a widely watched long-term moving average, while a senior executive disclosed an open-market share purchase in a regulatory filing. The combination of an insider buying shares and a technical trend shift offers investors fresh information about how management is engaging with the stock and how trading signals are evolving. Next, we’ll examine how the insider share purchase shapes Employers...

In recent clinical updates, Vir Biotechnology highlighted progress of its Tobevibart plus Elebsiran combination therapy for chronic hepatitis D, reflecting industry-wide movement toward multi-targeted antiviral approaches. This development underscores how next-generation combination therapies could reshape treatment standards for a difficult-to-treat liver infection where options remain limited. We’ll now examine how Vir Biotechnology’s push into multi-targeted chronic hepatitis D...