U.S. Water Utilities Stock News

NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Cruises (RCL) Margin Jump Reinforces Bullish Profitability Narratives

Royal Caribbean Cruises (RCL) has just posted its FY 2025 numbers, with fourth quarter revenue at US$4.3b and basic EPS of US$2.78, capping a trailing twelve month run of US$17.9b in revenue and US$15.75 in EPS. Over recent periods the company has seen quarterly revenue move from US$3.8b and EPS of US$2.05 in Q4 2024 to US$5.1b and EPS of US$5.79 in Q3 2025, before this latest quarter. This sets up the full year against a backdrop of faster earnings growth than revenue and meaningfully higher...
NYSE:AROC
NYSE:AROCEnergy Services

Archrock Dividend Raise Highlights Confidence In Contract Backed Cash Flows

Archrock (NYSE:AROC) has announced an increase in its quarterly dividend. The higher payout was approved by the company's Board of Directors. Archrock, a natural gas compression services provider, sits at the heart of U.S. energy infrastructure, supporting the movement of gas from production fields to end users. For income focused investors, a dividend change at a company tied to midstream energy activity can be a meaningful signal about how management views the business and its capital...
NasdaqCM:RGC
NasdaqCM:RGCPharmaceuticals

A Look At Regencell Bioscience Holdings (RGC) Valuation After Market Value Surges Despite Ongoing Challenges

Regencell Bioscience Holdings (RGC) is back in focus after recent coverage highlighted a sharp surge in its market value, despite having no revenue, recurring losses, and an ongoing Justice Department investigation. See our latest analysis for Regencell Bioscience Holdings. The share price has been volatile, with a 1 day share price return of a 13.61% decline and a 7 day share price return of a 9.34% decline. Despite this, it still sits on a 30 day share price return of 21.81% and a 90 day...
NYSE:VFC
NYSE:VFCLuxury

VF Corp (VFC) Q3 Profit Rebound Tests Valuation Concerns In Bullish Narratives

V.F. Corporation (VFC) just posted Q3 2026 results with revenue of US$2.9b and basic EPS of US$0.77, setting a clear reference point for how the year is shaping up. The company has seen quarterly revenue move from US$2.8b in Q2 2026 and US$2.9b in Q3 2025, while EPS shifted from US$0.49 in Q2 2026 and US$0.43 in Q3 2025, giving investors a clean view of how the income statement is trending as margins settle after a volatile period. See our full analysis for V.F. With the latest numbers on the...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA Upgrades Highlight 2nm Inspection Demand And Recent Earnings Strength

Multiple major analysts upgraded KLA (NasdaqGS:KLAC), citing strong demand for advanced semiconductor inspection equipment and growth in 2nm process technology. KLA reported significantly improved quarterly financial results, with revenue and profit both moving higher. The combination of analyst upgrades and the latest earnings release has sharpened investor focus on KLA's role in next generation chip manufacturing. KLA enters this news cycle with its share price at $1,684.71 and a very...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Third Point Escalates CoStar Battle Over Board And Residential Focus

Third Point has escalated its activist campaign at CoStar Group, pushing for a board overhaul and fresh directors at NasdaqGS:CSGP. The fund is urging CoStar to refocus on its core commercial real estate data business and consider divesting its residential real estate operations. Third Point has publicly criticized governance, strategy, and management compensation, framing its campaign as an effort to restore shareholder value. For shareholders, this fight comes after a challenging run for...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments (TXN) Is Up 12.3% After Strong 2025 Results And Upbeat Data Center, Industrial Outlook

In late January 2026, Texas Instruments reported full-year 2025 sales of US$17.68 billion and net income of US$5.00 billion, while issuing first-quarter 2026 guidance for revenue of US$4.32 billion to US$4.68 billion and earnings per share of US$1.22 to US$1.48. Management highlighted rapidly expanding data center and recovering industrial demand, areas that now meaningfully contribute to Texas Instruments’ analog and embedded processing business mix and future focus. We’ll now examine how...
NYSE:APTV
NYSE:APTVAuto Components

Aptiv Finalizes Versigent Spin Off Leadership As Valuation Gap Persists

Aptiv has finalized the leadership team for its Versigent spin off, appointing Joseph Liotine as CEO and Doug Ostermann as CFO. The company has confirmed the Versigent name and outlined the timeline for separating its Electrical Distribution Systems business into an independent entity. Aptiv, traded as NYSE:APTV, is moving ahead with a major restructuring step as it prepares to separate its Electrical Distribution Systems unit into Versigent. The stock closed at $78.83, with a 1 year return...
NYSE:SBH
NYSE:SBHSpecialty Retail

Is Sally Beauty (SBH) Using ion 24K Innovation To Redefine Its Competitive Beauty Tech Edge?

Sally Beauty Holdings, Inc., a leader in professional hair color, recently announced it will host a February 9, 2026 conference call and webcast to review its first quarter financial results, with a detailed press release to be posted on its website before U.S. markets open that day. Separately, the company is widening its innovation pipeline by launching ion® 24K with TRICHOPOWER™ SCIENCE and planning new ion® tools aimed at delivering high-performance, accessible hair care...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar Investors Weigh SpaceX xAI Merger Talk And Future Exposure

EchoStar investors are reacting to reports of a potential merger between SpaceX and xAI. The focus is on how any restructuring or reprioritization at SpaceX could affect EchoStar's investment exposure. The situation introduces fresh uncertainty around future benefits or risks to EchoStar tied to its SpaceX position. For you as an EchoStar shareholder, the key issue is how tightly the company is linked to SpaceX at a time when a potential merger with xAI is being discussed. EchoStar, trading...
NYSE:DKS
NYSE:DKSSpecialty Retail

A Look At DICK'S Sporting Goods (DKS) Valuation After New Team USA Ambassador Program Launch

DICK'S Sporting Goods (DKS) is in focus after launching its DICK'S Team USA Ambassadors program, which connects Olympic and Paralympic athletes with youth sports grants ahead of the Milano Cortina 2026 Games and raises fresh questions about brand-driven stock appeal. See our latest analysis for DICK'S Sporting Goods. The ambassador launch follows a period where short term share price momentum has been mixed, with a 30 day share price return of 3.32% alongside a 1 year total shareholder return...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

Is QuidelOrtho (QDEL) A Value Opportunity After Steep Multi‑Year Share Price Declines

If you are wondering whether QuidelOrtho at around US$27.41 is a potential value opportunity or a value trap, you are in the right place. The stock has had a weak run, with a 10.3% decline over the last 7 days, a 6.5% decline over 30 days, a 4.8% decline year to date, and a 36.5% decline over the last year, building on much larger 3 year and 5 year declines of 70.0% and 88.0%. Recent coverage has focused on QuidelOrtho's position in the broader healthcare and diagnostics space and how...
NYSE:RTX
NYSE:RTXAerospace & Defense

Is It Too Late To Consider RTX (RTX) After A 58% One Year Rally?

If you are wondering whether RTX is still reasonably priced after a strong run, this article will walk through how its current share price compares with different ways of thinking about value. RTX recently closed at US$199.88, with returns of 1.8% over 7 days, 8.6% over 30 days, 6.7% year to date and 57.9% over the past year. These figures put recent share price moves front and center for any valuation discussion. Investors have been reacting to a steady flow of RTX headlines, including...
NYSE:EIG
NYSE:EIGInsurance

Assessing Employers Holdings (EIG) Valuation After Insider Buying And A Key Technical Breakout

A senior executive at Employers Holdings (EIG) recently bought shares, and the stock has moved above a widely watched long term moving average. These developments are attracting fresh attention from investors tracking sentiment and trend signals. See our latest analysis for Employers Holdings. That insider purchase and move above a long term average comes after a 90 day share price return of 17.23% and a 5 year total shareholder return of 71.83%, suggesting momentum has picked up recently...
NYSE:APH
NYSE:APHElectronic

Amphenol (APH) Valuation Check After 49% Q4 Revenue Growth And Strong AI Datacom Outlook

Amphenol (APH) reported a 49.1% year over year revenue increase in its fourth quarter and issued guidance for 43% to 45% sales growth next quarter, while recent acquisitions and AI related datacom demand drew close investor attention. See our latest analysis for Amphenol. Those results and the AI related datacom story have come after a volatile stretch for the stock, with a 9.82% 1 month share price return and a 7.06% year to date share price return sitting alongside a very large 5 year total...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Insmed (INSM) Valuation Check As TPIP Data And New Barclays Coverage Refocus Attention On Pipeline

Insmed (INSM) is back in focus after the company flagged four upcoming presentations on its treprostinil palmitil inhalation powder program at the PVRI 2026 congress, along with fresh, favorable coverage from Barclays. See our latest analysis for Insmed. Insmed’s recent TPIP data spotlight at PVRI 2026 and fresh coverage attention arrive after a mixed price patch, with a 1 day share price return of 1.24% following a year to date share price return of a 10.90% decline, all set against a 1 year...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

Did AEP’s US$72 Billion Grid Build-Out for AI and Data Centers Just Shift Its Investment Narrative?

In recent weeks, American Electric Power outlined a massive US$72.00 billion capital plan through 2030 to expand its grid and generation capacity, supported by long-term power commitments from major data center and industrial customers including Google, Amazon Web Services, and Meta. This build-out leans on AEP’s extensive high-voltage transmission network, underscoring its role as a core infrastructure provider for the AI and digital economy. We’ll now explore how this long-term US$72.00...
NYSE:AIT
NYSE:AITTrade Distributors

Is It Time To Reassess Applied Industrial Technologies (AIT) After Recent Share Price Pullback?

If you are wondering whether Applied Industrial Technologies is attractively priced right now, the recent share performance gives you a useful starting point but not the full story. The stock last closed at US$259.51, with returns of an 8.1% decline over 7 days, a 0.6% decline over 30 days, broadly flat year to date, a 0.8% decline over 1 year, 82.2% over 3 years and 248.6% over 5 years. These mixed shorter term moves, set against much stronger multi year returns, have put valuation in...
NYSE:FAF
NYSE:FAFInsurance

Is First American Financial (FAF) Pricing Reflect Housing And Interest Rate Uncertainty?

If you are wondering whether First American Financial at around US$64.06 is offering good value or asking too much, you are in the right place for a clear look at what the current price really implies. The stock has seen a 1.5% decline over the last 7 days, while returns over 30 days, year to date, 1 year, 3 years and 5 years stand at 3.2%, 4.9%, 3.9%, 11.7% and 39.5% respectively. This gives some context for how the market has been reassessing it over different time frames. Recent coverage...
NYSE:FRT
NYSE:FRTRetail REITs

Is Federal Realty (FRT) Pricing Reflect Its DCF Value Gap After Recent Share Weakness

If you are wondering whether Federal Realty Investment Trust is attractively priced today, you are not alone. This article walks through what the current share price might be telling you about its value. The stock closed at US$100.59 recently, with a 1.1% decline over the past week and a 1.2% decline over the past month, while the 1 year return sits at a 2.8% decline and the 5 year return is 37.1%. Recent attention around Federal Realty Investment Trust has focused on its role as a retail...
NYSE:ATO
NYSE:ATOGas Utilities

Is Atmos Energy (ATO) Pricing In Its Regulated Utility Growth Story?

If you are wondering whether Atmos Energy at around US$166 is still a sensible entry or hold for you, the key question is how that price compares with the company’s underlying value. The stock has been relatively steady in the short term, with a 0.4% return over the last 7 days and a 1.5% decline over the last 30 days. The 1 year and 5 year returns of 18.9% and 112.1% provide a longer track record that many investors will be thinking about. Recent news coverage has largely focused on Atmos...
NasdaqGS:COLB
NasdaqGS:COLBBanks

A Look At Columbia Banking System (COLB) Valuation After 2025 Earnings And Leadership Changes

Columbia Banking System (COLB) has drawn fresh attention after reporting full year 2025 results, featuring higher net interest income and net income, alongside a modest drop in earnings per share and new board leadership responsibilities for CEO Clint Stein. See our latest analysis for Columbia Banking System. The latest earnings release and leadership reshuffle follow mixed but generally constructive price action, with a recent 30 day share price return of 2.80% and a 1 year total...
NYSE:VAC
NYSE:VACHospitality

Is Marriott Vacations Worldwide (VAC) Starting To Look Interesting After Prolonged Share Price Weakness?

If you are wondering whether Marriott Vacations Worldwide is starting to look like a value opportunity, you are not alone in asking whether the current price still lines up with the fundamentals. The stock closed at US$55.27, with returns of a 6.5% decline over the past 7 days, a 5.4% decline over 30 days, a 6.1% decline year to date, a 35.0% decline over the past year, a 62.2% decline over 3 years, and a 55.3% decline over 5 years. Recent coverage has focused on how timeshare and vacation...
NYSE:COLD
NYSE:COLDIndustrial REITs

Does Americold’s New CFO And Governance Shift Reframe Its Capital Allocation Story (COLD)?

Americold Realty Trust, Inc. announced a leadership reshuffle on January 26, 2026, appointing veteran real estate finance executive Christopher “Chris” Papa as Executive Vice President and Chief Financial Officer effective February 23, 2026, with Chief Investment Officer Scott Henderson serving as interim CFO after the departure of Jay Wells and Chief Legal Officer Nathan Harwell expanding into a combined legal and people leadership role. Beyond filling the CFO role, Americold’s decision to...