U.S. Tobacco Stock News

NYSE:PSA
NYSE:PSASpecialized REITs

Public Storage’s PS4.0 Pivot and Leadership Shake-Up Might Change The Case For Investing In PSA

In February 2026, Public Storage reported fourth-quarter results that exceeded analyst expectations, issued 2026 guidance calling for a 2.2% same-store revenue decline and up to a 3.9% net operating income decline, unveiled its PS4.0 transformation plan, and detailed a leadership transition with CFO and CIO Tom Boyle becoming CEO as the company moves its headquarters from Glendale, California, to Frisco, Texas. This combination of softer near-term guidance, a new technology-focused operating...
NYSE:BEN
NYSE:BENCapital Markets

Franklin Resources Explores Tokenization And Secondaries While Shares Trade Below Value

Franklin Resources (NYSE:BEN) has launched an institutional collateral program with Binance, allowing tokenized U.S. money market fund shares to be used as collateral. The firm reports over US$3.5b in assets under management in its Franklin Lexington private equity secondaries strategy within roughly a year of its launch. Franklin Resources continues to invest in AI and blockchain as part of its broader digital transformation efforts. For you as an investor, these moves show how Franklin...
NYSE:EPRT
NYSE:EPRTREITs

Should Strong Q4 Results and Higher 2026 AFFO Guidance Require Action From Essential Properties (EPRT) Investors?

In February 2026, Essential Properties Realty Trust, Inc. reported fourth-quarter 2025 results showing revenue of US$149.87 million and net income of US$68.07 million, with full-year 2025 revenue reaching US$561.22 million and net income of US$253.01 million. The company paired these results with raised 2026 AFFO per share guidance and high portfolio occupancy of 99.7%, underscoring the resilience of its long-lease, service-focused net-lease model and its ability to keep expanding its...
NYSE:CCK
NYSE:CCKPackaging

Crown Holdings (CCK) Valuation Check After Recent Share Price Momentum And Undervaluation Claims

Crown Holdings stock snapshot following recent performance Crown Holdings (CCK) has drawn investor attention after a mix of short term pullback and longer period gains, with the share price last closing at $110.79 and showing positive returns over the past year. Over the past week the stock logged a 1.9% decline, while it showed a 6.3% gain over the past month and a 16.6% return in the past 3 months, prompting investors to reassess expectations. See our latest analysis for Crown Holdings. The...
NYSE:HTH
NYSE:HTHBanks

Hilltop Holdings Q4 Improved Credit Quality Challenges Bearish Narratives On Loan Risk

Hilltop Holdings (HTH) just closed out FY 2025 with Q4 total revenue of US$322.1 million and basic EPS of US$0.69, backed by trailing 12 month revenue of US$1.27 billion and EPS of US$2.64. Over the past year, the company has seen revenue move from US$1.19 billion on a trailing basis at the end of 2024 to US$1.27 billion now, while net income over the same window shifted from US$113.2 million to US$165.6 million. This gives a clearer read on how earnings are tracking through the cycle. With...
NasdaqCM:JLHL
NasdaqCM:JLHLConstruction

Julong Holding (NasdaqCM:JLHL) Margin Gain Reinforces Bullish Earnings Quality Narratives

Julong Holding (NasdaqCM:JLHL) has laid out its FY 2025 scorecard with first half revenue of C¥102.2 million and basic EPS of C¥0.58, set against trailing twelve month figures of C¥183.0 million in revenue and EPS of C¥0.99 that frame the latest stretch of performance. The company has seen revenue move from C¥173.7 million with EPS of C¥0.85 in the prior trailing period to the current C¥183.0 million and C¥0.99 respectively, while net profit margin over the last year sat at 10.8% compared...
NYSE:TRGP
NYSE:TRGPOil and Gas

Is It Too Late To Consider Targa Resources (TRGP) After Its Strong Multiyear Run?

If you are wondering whether Targa Resources is still reasonably priced after its strong run, this article will walk through what the current market price might be implying about the company. The stock last closed at US$223.89, with returns of 5.9% over 7 days, 20.8% over 30 days, 19.9% year to date, 11.6% over 1 year and a very large gain over 5 years that is close to 7x. Recent interest in Targa Resources has been supported by ongoing attention on US midstream energy companies and their...
NYSE:JCI
NYSE:JCIBuilding

How Investors Are Reacting To Johnson Controls (JCI) AI Data Center Push And Stronger Earnings Guidance

In early February 2026, Johnson Controls International reported first-quarter 2026 results showing higher revenue of US$5,797 million and net income of US$524 million year over year, filed an omnibus shelf registration for multiple securities, and confirmed completion of a long-running share repurchase authorization. A series of new YORK chiller technologies and AI data center thermal management solutions, including Smart Ready connectivity and high-density, water-free cooling designs,...
NYSE:DX
NYSE:DXMortgage REITs

A Look At Dynex Capital’s Dividend Sustainability And Valuation As Short Term Funding Risks Intensify

Dividend affirmation puts Dynex Capital’s financing model in focus Dynex Capital (DX) has reaffirmed its monthly cash dividend at US$0.17 per share for February 2026, and the decision is sharpening attention on how reliant those payouts are on short term funding. See our latest analysis for Dynex Capital. Recent price moves have been quiet, with the 1 day share price return of 0.35% and 30 day share price return of 0.07% sitting alongside a stronger 12 month total shareholder return of...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang Data Breach Lawsuits Test Valuation Upside And Profit Outlook

Coupang (NYSE:CPNG) is facing multiple class action lawsuits tied to a major data breach. Regulators in South Korea have opened probes into the company’s handling of the incident. International investors have joined arbitration against the South Korean government, alleging discriminatory treatment of Coupang and other US firms after the breach. The combination of lawsuits, regulatory reviews, and investor arbitration represents a significant escalation in legal and policy risk around the...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Crocs Balances International Growth And Buybacks With HeyDude Reset And Loss

Crocs, Inc. (NasdaqGS:CROX) reported better than expected fourth quarter and full year results, with double digit international sales growth and solid direct to consumer performance. The company outlined plans to keep expanding overseas, focus on new products and pursue cost savings across the business. Crocs also announced a share repurchase program targeting roughly 10% of outstanding shares and detailed efforts to stabilize and refresh the HeyDude brand. Management is working to...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir’s Defense Cloud Win And Airbus Renewal Test Growth Expectations

Palantir Technologies (NasdaqGS:PLTR) received new authorization from the U.S. Defense Information Systems Agency for its Federal Cloud Service Forward, enabling use across a range of defense environments. The approval covers deployment in sensitive military settings, including on-premises systems and at the tactical edge. Separately, Palantir renewed its multi-year Skywise data platform agreement with Airbus, extending a long-running commercial partnership. These moves come at a time when...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Will Dividend Hike And Board Expansion Around First Savings Deal Change First Merchants' (FRME) Narrative

In February 2026, First Merchants Corporation declared a cash dividend of $0.36 per common share, payable on March 20, 2026 to stockholders of record as of March 6, 2026. The concurrent appointment of veteran community banker Larry Myers to an expanded board underscores how First Merchants is tying governance to its recent First Savings acquisition and ongoing capital return plans. We’ll now examine how the new $0.36 dividend and Larry Myers’ board appointment shape First Merchants’ broader...
NYSE:STT
NYSE:STTCapital Markets

State Street (STT) Valuation Check As Cash Management ETF And Mariner Tech Partnership Expand Growth Story

State Street (STT) is back in focus after launching a low cost, actively managed prime money market ETF and securing a major Charles River wealth platform mandate from Mariner, highlighting its role in cash management and advisor technology. See our latest analysis for State Street. These product and client wins come as State Street’s recent share price return has cooled, with a 30 day share price return of 5% and a 7 day share price return decline of 3.31%, even though its 90 day share price...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

Is It Time To Reassess IAC (IAC) After A 76% Five Year Share Price Slide

If you are wondering whether IAC is a bargain or a value trap at around US$34.31, starting with a clear look at what you are paying for today can help ground your view. The stock has been under pressure recently, with returns of a 3.8% decline over the past 7 days, a 13.4% decline over 30 days, a 12.1% decline year to date and an 11.4% decline over the past year, alongside a 20.6% decline over 3 years and a 76.1% decline over 5 years. These moves are playing out against a backdrop of ongoing...
NYSE:SXT
NYSE:SXTChemicals

Sensient Technologies (SXT) Earnings Surge 56.8% Tests Skeptics Of Turnaround Narrative

Sensient Technologies (SXT) has just posted its FY 2025 third quarter numbers, with revenue of US$412.1 million, basic EPS of US$0.87, and net income of US$37.0 million, while the trailing twelve months show revenue of US$1.6 billion, EPS of US$3.30, and net income of US$139.1 million. The company has seen quarterly revenue move from US$376.4 million in Q4 2024 to US$412.1 million in Q3 2025, with basic EPS stepping from US$0.71 to US$0.87 over the same stretch. This places margins and...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Is It Too Late To Consider Golar LNG (GLNG) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Golar LNG is attractively priced today, this article walks through what the current share price might be implying about the company. The stock last closed at US$43.44, with returns of 2.8% over 7 days, 8.4% over 30 days, 14.5% year to date, 9.6% over 1 year, a very large gain over 3 years and 318.8% over 5 years. Recent headlines around Golar LNG have focused on its positioning in the liquefied natural gas value chain and how investors may be reassessing exposure...
NYSE:IVT
NYSE:IVTRetail REITs

How Investors May Respond To InvenTrust Properties (IVT) Dividend Hike And Sun Belt Portfolio Shift

InvenTrust Properties Corp. reported past fourth-quarter 2025 revenue of US$77.38 million and net income of US$2.66 million, alongside full-year revenue of US$299.17 million and net income of US$111.42 million, and the board approved a 5% increase to the annual cash dividend to US$1.00 per share starting with the April 2026 payment. These results cap a year in which InvenTrust reshaped its portfolio by selling five California assets, acquiring 10 Sun Belt properties worth over US$460...
NYSE:PLD
NYSE:PLDIndustrial REITs

What Prologis (PLD)'s Dividend Hike Amid Legal and Data-Center Moves Means For Shareholders

In February 2026, Prologis’ board approved a 6% increase in the annualized common dividend to US$4.28 per share and declared a quarterly payout of US$1.07 per share, alongside a regular Series Q preferred dividend of US$1.0675 per share, both payable on March 31, 2026 to holders of record on March 17, 2026. At the same time, Prologis faces a jury verdict that assigns it partial responsibility in a large-scale environmental lawsuit while it also advances a new collaboration on micro data...
NYSE:BK
NYSE:BKCapital Markets

Is It Time To Reassess Bank of New York Mellon Corporation (BK) After Recent Price Pullback?

If you are wondering whether Bank of New York Mellon Corporation stock still offers value at current levels, this article will help you weigh what the market price might be implying about the business. BNY recently closed at US$117.74, with returns of a 5.3% decline over the last 7 days, a 5.5% decline over 30 days, a 0.6% gain year to date, 36.9% over 1 year, 148.5% over 3 years and 220.4% over 5 years. These figures may prompt you to reassess the balance between opportunity and...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Is CRISPR Therapeutics (CRSP) Pricing Reflect Its DCF Upside After Recent Share Swings

If you are wondering whether CRISPR Therapeutics at around US$53.07 is priced fairly or giving you a margin of safety, you are asking the right question for a stock like this. The share price has moved around recently, with an 8.9% gain over the last 7 days, a 6.7% decline over 30 days, a 1.3% decline year to date, a 6.7% return over 1 year and a 64.4% decline over 5 years, which can change how investors view both its potential and its risks. Recent headlines around CRISPR Therapeutics have...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Apple Hospitality REIT Board Change Puts Focus On Valuation And Oversight

Apple Hospitality REIT (NYSE:APLE) announced that Kristian Gathright has resigned from its Board of Directors. Gathright’s departure comes after seven years of board service. The company indicated that her resignation was not due to any disagreement with the company. Apple Hospitality REIT focuses on owning a large portfolio of rooms-focused hotels, giving investors exposure to the US lodging sector through a single, diversified vehicle. Board-level moves like Gathright’s exit can matter...
NYSE:SAH
NYSE:SAHSpecialty Retail

A Look At Sonic Automotive (SAH) Valuation As Earnings Estimates Are Cut Before February 18 Report

Why Sonic Automotive’s next earnings report is drawing fresh attention Sonic Automotive (SAH) is back in focus after analysts recently trimmed their consensus earnings forecast ahead of the company’s February 18 quarterly report, following a mixed pattern of estimate surprises over the last four releases. See our latest analysis for Sonic Automotive. The share price has eased back to US$60.11, with a 1-day share price return of a 1% decline and a 30-day share price return of a 4.7% decline...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Cleans Up Balance Sheet As UK Fire Camera Rollout Broadens Reach

Axon Enterprise (NasdaqGS:AXON) redeemed its 0.5% convertible notes due 2027, simplifying its capital structure. The company supported the rollout of 160 body worn cameras across 42 fire stations in the UK. The twin developments touch both Axon’s balance sheet and its international product footprint. Axon Enterprise focuses on public safety technology, including conducted energy devices, body worn cameras and cloud based digital evidence platforms. For investors watching the sector, the...