U.S. Water Utilities Stock News

NYSE:AVB
NYSE:AVBResidential REITs

What AvalonBay Communities (AVB)'s 2025 Results, Capital Returns and 2026 Guidance Update Mean For Shareholders

AvalonBay Communities recently reported fourth-quarter and full-year 2025 results showing higher sales and revenue but lower net income and earnings per share, issued new 2026 earnings guidance, completed a US$336.27 million share repurchase of 1,891,922 shares, and approved a quarterly dividend increase to US$1.78 per share. Together, these moves highlight AvalonBay’s focus on returning capital to shareholders while providing updated visibility into expected earnings for 2026. Next, we’ll...
NYSE:AIT
NYSE:AITTrade Distributors

Assessing Applied Industrial Technologies (AIT) Valuation After Business Update And Insider Stock Sale

Insider sale and business update put Applied Industrial Technologies (AIT) in focus Applied Industrial Technologies (AIT) is back on investors’ radar after a recent insider stock sale by a senior executive. The transaction coincided with management updates on business momentum, margins, acquisitions, and a higher dividend. See our latest analysis for Applied Industrial Technologies. At a share price of US$279.84, Applied Industrial Technologies has recently paused after a strong run, with a...
NYSE:MSGS
NYSE:MSGSEntertainment

Assessing Madison Square Garden Sports (MSGS) Valuation After Stronger Quarterly Sales And Net Income

Madison Square Garden Sports (MSGS) shares are in focus after the company reported second quarter results, showing higher sales of US$403.42 million and net income of US$8.24 million compared with the prior year period. See our latest analysis for Madison Square Garden Sports. The latest earnings update and completion of the long running buyback program sit alongside a 90 day share price return of 35.47% and a 1 year total shareholder return of 40.87%. Together, these point to building...
NYSE:STNG
NYSE:STNGOil and Gas

Is Stronger Earnings, Cash And Dividend Policy Altering The Investment Case For Scorpio Tankers (STNG)?

Earlier this month, Scorpio Tankers Inc. reported fourth-quarter 2025 net income of US$128.12 million with diluted EPS of US$2.59, and its board declared a quarterly cash dividend of US$0.45 per share payable on March 20, 2026 to shareholders of record on March 6, 2026. The combination of earnings above analyst expectations, robust liquidity of about US$1.70 billions, and a higher dividend underscores Scorpio Tankers’ strengthened financial position and ongoing capital returns to...
NYSE:GRC
NYSE:GRCMachinery

The Bull Case For Gorman-Rupp (GRC) Could Change Following Strong 2025 Earnings And EPS Growth – Learn Why

In early February 2026, The Gorman-Rupp Company reported fourth-quarter 2025 sales of US$166.57 million and net income of US$13.75 million, with full-year sales reaching US$682.39 million and net income of US$53.02 million, all higher than the prior year. This earnings release highlighted year-on-year growth in basic earnings per share from continuing operations, rising to US$0.52 for the quarter and US$2.02 for the full year. With improving earnings per share as a focal point, we will...
NYSE:PMT
NYSE:PMTMortgage REITs

Is PennyMac Mortgage Investment Trust (PMT) Using Preferred Dividends to Reframe Its Credit-Risk Strategy?

PennyMac Mortgage Investment Trust previously announced that its Board of Trustees declared first-quarter 2026 cash dividends on its 8.125% Series A (US$0.507813), 8.000% Series B (US$0.500000), and 6.750% Series C (US$0.421875) preferred shares, for shareholders of record on March 1, 2026, payable on March 16, 2026. Alongside confirming these preferred dividends and the tax treatment of 2025 payouts, the trust is shifting its portfolio toward more credit-sensitive mortgage assets and...
NYSE:AAT
NYSE:AATREITs

Is Lower 2025 Earnings and a Steady Dividend Altering The Investment Case For American Assets Trust (AAT)?

In early February 2026, American Assets Trust, Inc. reported past fourth quarter and full-year 2025 results, with revenue of US$110.09 million and net income of US$3.15 million for the quarter, and full-year revenue of US$436.20 million and net income of US$55.65 million, alongside a declared first-quarter 2026 dividend of US$0.340 per share. The earnings release highlighted lower year-on-year quarterly and annual revenue and earnings per share, yet the board maintained its cash dividend,...
NYSE:SAFE
NYSE:SAFESpecialized REITs

How Investors May Respond To Safehold (SAFE) Credit Upgrade, Refinancing And Expansion Moves

Safehold Inc. recently reported fourth-quarter and full-year 2025 results showing modest increases in sales, revenue, net income, and earnings per share, while also securing an A- credit rating upgrade and completing a US$400.00 million unsecured term loan refinancing. The company paired these financial and balance sheet moves with a new share repurchase authorization and expansion of its affordable housing ground lease platform into additional states, signaling a broader effort to...
NYSE:EXPD
NYSE:EXPDLogistics

Can Expeditors (EXPD) Turn Fee-Based Strength Into a Durable Edge in a Weak Freight Market?

Earlier in November 2025, Expeditors International of Washington reported quarterly earnings and revenue that exceeded Wall Street expectations despite a weak freight market. The results highlighted growth in airfreight tonnage and strong customs brokerage and fee-based services performance, even as analysts maintained a cautious Hold consensus. Next, we’ll examine how this resilient fee-based performance shapes Expeditors International’s broader investment narrative over the past...
NYSE:DHT
NYSE:DHTOil and Gas

Does DHT Holdings' (DHT) 100% Payout Policy Clarify or Complicate Its Long-Term Investment Case?

DHT Holdings, Inc. reported fourth-quarter 2025 revenue of US$144.16 million and net income of US$66.07 million, and declared a US$0.41 per-share cash dividend, its 64th consecutive quarterly payout, payable on February 26, 2026, to shareholders of record on February 19. The decision to distribute 100% of ordinary net income as a dividend underlines DHT’s emphasis on returning cash to shareholders while highlighting how its earnings power currently supports this capital allocation...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics (TXG) Is Down 5.4% After Shelf Offer Filing And Cautious 2026 Outlook What's Changed

In February 2026, 10x Genomics reported fourth-quarter 2025 revenue of US$166.03 million with a reduced net loss of US$16.25 million, and filed a US$138.83 million shelf registration for 7,661,479 Class A shares tied to an employee stock plan. Alongside improved full-year 2025 loss metrics and cautious 2026 revenue guidance, 10x Genomics deepened its role in AI-driven cancer research through the PharosAI collaboration using its Xenium spatial platform. Next, we’ll assess how stronger cost...
NYSE:CDE
NYSE:CDEMetals and Mining

A Look At Coeur Mining (CDE) Valuation After Bullish Analyst Updates And New Gold Acquisition

Coeur Mining (CDE) is back in focus after a wave of bullish analyst updates related to its New Gold acquisition, expectations for strong near term free cash flow, and supportive gold and silver prices. See our latest analysis for Coeur Mining. At a share price of US$22.42, Coeur Mining has seen a 52.52% 90 day share price return and a very large 1 year total shareholder return of 248.68%, with multi year total shareholder returns also very strong. This suggests momentum has been building as...
NYSE:CSW
NYSE:CSWBuilding

Do Softer Q3 Trends and Insider Sales Quietly Test CSW Industrials’ (CSW) Growth Resilience?

In recent weeks, CSW Industrials reported a mixed Q3 update with softer results in Contractor Solutions and residential HVAC/R, while Senior Vice President and General Counsel Luke Alverson sold 500 shares for about US$158,010. The combination of weaker segment trends, tariff and acquisition-related margin pressure, and internal share sales has sharpened investor focus on the quality and resilience of CSW Industrials’ growth drivers. We’ll now examine how these softer Q3 trends and the...
NYSE:CRBG
NYSE:CRBGDiversified Financial

What Corebridge Financial (CRBG)'s 2025 Net Loss and Bigger Buybacks Mean For Shareholders

Corebridge Financial reported past fourth-quarter 2025 revenue of US$6,767 million, up from US$6,600 million a year earlier, but net income fell to US$814 million from US$2,171 million, with the full year swinging to a US$366 million net loss and a basic loss per share of US$0.68 from prior earnings. Alongside these mixed results, Corebridge continued to return capital through a higher quarterly dividend of US$0.25 per share and completion of roughly US$4.40 billions in buybacks, while also...
NYSE:SIG
NYSE:SIGSpecialty Retail

How Investors May Respond To Signet Jewelers (SIG) Valentine’s Day Boost In Holiday-Driven Sales Expectations

Recently, Signet Jewelers was highlighted for strong seasonal momentum as Valentine’s Day spending lifted expectations for higher sales during this key jewelry shopping period. This short-term boost in demand underscores how dependent the retailer’s performance can be on holiday-driven purchasing patterns and consumer sentiment. We’ll now examine how this holiday-driven optimism around Valentine’s Day spending aligns with or challenges the existing investment narrative for Signet. Invest in...
NYSE:REZI
NYSE:REZIBuilding

A Look At Resideo Technologies (REZI) Valuation After Recent Share Price Swings

Resideo Technologies stock snapshot after recent price moves Resideo Technologies (REZI) has drawn fresh attention after recent share price swings, with the stock last closing at $35.83. Investors are weighing its recent returns, profitability profile, and value score in relation to its current valuation. See our latest analysis for Resideo Technologies. The recent 0.73% 1 day share price return comes after a softer 30 day share price return of 5.41%. However, the 90 day share price return of...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences Data And Label Updates Test HIV And CAR T Valuation

Gilead Sciences and Kite are highlighting new late stage HIV and CAR T cell therapy data, along with regulatory updates, at upcoming medical meetings in 2026. Gilead Sciences plans to present Phase 3 results for a new single tablet HIV regimen and updates on HIV cure research at CROI 2026. Kite received an FDA label update for Yescarta that removes a key limitation of use in relapsed or refractory primary central nervous system lymphoma, expanding eligible patients for this CAR T cell...
NYSE:OKE
NYSE:OKEOil and Gas

Is ONEOK (OKE) Pricing Reflecting Its Midstream Role And Recent Share Performance?

If you are wondering whether ONEOK’s current share price fairly reflects its underlying value, you are not alone. This article is built to help you connect the recent price action with the fundamentals. ONEOK closed at US$86.11, with returns of 3.2% over the past week, 15.7% over the last 30 days, 15.8% year to date and a 7.8% decline over the past year, alongside longer term returns of 52.4% over 3 years and 150.4% over 5 years. Recent news coverage around ONEOK has focused on its role as a...
NYSE:AAP
NYSE:AAPSpecialty Retail

Does Advance Auto Parts’ Profit Rebound and 2026 Outlook Change The Bull Case For AAP?

Advance Auto Parts recently reported fourth-quarter 2025 results showing US$1,973 million in sales and a return to profitability with US$6 million in net income, alongside improved margins and positive comparable sales growth. The company paired this earnings recovery with 2026 guidance for US$8,485 million to US$8,575 million in net sales and affirmed a regular US$0.25 per-share dividend, underscoring its ongoing turnaround and capital-return plans. We’ll now examine how this earnings...
NYSE:MOD
NYSE:MODBuilding

Modine Refocuses On Climate Solutions As AI Data Center Demand Builds

Modine Manufacturing (NYSE:MOD) is shifting toward a higher margin, pure play climate solutions business following the spin off of its Performance Technologies segment. The company is seeing growing traction in cooling solutions for AI data centers and is pursuing potential long term agreements with major hyperscale customers. These changes represent a material reset of Modine's business mix and risk profile that goes beyond routine earnings updates. For you as an investor, the key point is...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Early To Reconsider SoFi Technologies (SOFI) After Its Recent Share Price Slide?

If you are wondering whether SoFi Technologies at around US$19.61 is a bargain or already pricing in a lot of optimism, you are not alone. The stock has had a mixed run, with a 7.4% decline over the past week, a 25.0% decline over the past month, and a 28.6% decline year to date, while still showing a 16.5% return over the past year and a very large 3 year gain alongside a 2.5% decline over 5 years. These swings have kept SoFi on many watchlists, as investors reassess what they are willing...
NYSE:NLY
NYSE:NLYMortgage REITs

Annaly Declares Q1 2026 Preferred Dividends And Signals Income Priorities

Annaly Capital Management (NYSE:NLY) has declared quarterly preferred stock dividends for Q1 2026. The announcement covers multiple preferred series, with payments scheduled according to each series' terms. The decision directly affects preferred shareholders who rely on regular income distributions. Annaly Capital Management is a large mortgage real estate investment trust focused on owning and financing mortgage assets. For income focused investors, preferred shares of mortgage REITs sit...
NYSE:XOM
NYSE:XOMOil and Gas

A Look At Exxon Mobil (XOM) Valuation As Production Hits Multi Decade Highs And Cost Savings Build

Exxon Mobil (XOM) is in focus after reporting its highest production in more than four decades, with record volumes from the Permian Basin and offshore Guyana, alongside sizable structural cost savings versus international peers. See our latest analysis for Exxon Mobil. The recent production records come after a strong run in the share price, with a 30 day share price return of 14.29% and a 90 day gain of 26.50%. The 1 year total shareholder return of 39.41% and 5 year total shareholder...
NYSE:ETN
NYSE:ETNElectrical

Should Eaton’s $8 Billion Loan and Upbeat 2026 Outlook Require Action From Eaton (ETN) Investors?

In early February 2026, Eaton Corporation entered into a senior unsecured delayed draw term loan facility of up to US$8.00 billion maturing on December 31, 2026, while also reporting fourth-quarter 2025 sales of US$7,055 million and net income of US$1,132 million, alongside full-year 2025 sales of US$27,448 million and net income of US$4,087 million. The company coupled these past results with 2026 guidance calling for mid‑single‑digit to high‑single‑digit organic growth and higher earnings...