U.S. Water Utilities Stock News

MDU Resources Group’s board recently declared a quarterly dividend of US$0.14 per share, unchanged from the prior quarter, payable on April 1, 2026 to shareholders of record on March 12, 2026, while continuing to target a long-term payout ratio of 60% to 70% of earnings. Alongside reaffirmed earnings guidance and a multi-year US$3.10 billion capital plan as a pure-play regulated utility and pipeline operator, the full exit of activist investor Corvex Management highlights an evolving...

In February 2026, Array Digital Infrastructure reported fourth-quarter 2025 revenue of US$60.33 million and net income of US$37.48 million, while issuing 2026 revenue guidance of US$200 million to US$215 million as it pivots toward tower and site rental income after selling regional wireless operations and most spectrum licenses. This shift is reshaping the company into a largely tower-focused business, with earnings now more closely tied to long-term lease agreements with major carriers...

Mirum Pharmaceuticals stock snapshot after recent performance shifts Mirum Pharmaceuticals (MIRM) has had mixed share-price moves recently, with a small 1 day gain, a 12% decline over the past week, a 10% drop over the past month, and a 32% gain across the past 3 months. Against that backdrop, investors are weighing Mirum’s current US$92.29 share price, its recent return profile over the past year and beyond, and how that lines up with the company’s rare disease portfolio and financial...

In late February 2026, LandBridge Company LLC reported past fourth-quarter revenue of US$56.78 million and net income of US$8.06 million, alongside full-year 2025 revenue of US$199.09 million and net income of US$30.13 million, while also announcing a 20% dividend increase and a new US$50 million share repurchase program. This combination of strong earnings growth, a higher cash dividend, and a sizable buyback authorization underscores management’s confidence in LandBridge’s capital-light...

In February 2026, Planet Fitness reported higher Q4 and full-year 2025 revenue and earnings, alongside guidance for 2026 calling for approximately 9% revenue growth. At the same time, the company’s moderated growth outlook and ongoing legal investigations contrasted with continued international expansion, including new franchise-backed clubs in northern Mexico. We’ll now examine how Planet Fitness’s tempered 2026 guidance, despite solid 2025 results, reshapes the company’s longer-term...

On February 26, 2026, Bank of New York Mellon Corporation priced and completed a US$500,000,000 underwritten public offering of 500,000 Series M Noncumulative Perpetual Preferred Stock depositary shares at US$1,000 each, featuring callable, non-cumulative, variable-rate terms. The planned use of proceeds for general corporate purposes, including potential redemptions of existing Series F and Series H preferred stock, signals a meaningful reshaping of BNY’s capital structure and future...

In recent days, Cathay General Bancorp has come under pressure as investors reacted to rising credit risk concerns amid hotter-than-expected inflation data and growing worries over regional banks’ exposure to commercial real estate. What makes this episode especially important is that it coincides with Cathay General’s flat sales and declining earnings per share, sharpening questions about its profitability and growth profile. We’ll now examine how heightened credit risk concerns,...

SL Green Realty recently reported past leasing gains in Manhattan, signing 56 office leases covering 0.8 million square feet and completing major portfolio moves, including the US$730,000,000 acquisition of Park Avenue Tower and a 49% joint venture sale in 100 Park Avenue, alongside higher average rental rates. An interesting takeaway is how this combination of stronger leasing, higher rents, and active portfolio reshaping is helping offset the earnings pressure created by rising interest...

In late February 2026, Viridian Therapeutics reported fourth-quarter and full-year 2025 results showing modest revenue but a larger net loss alongside a new US$16.33 million shelf registration for employee stock offerings. At the same time, the company’s thyroid eye disease program advanced with veligrotug under FDA Priority Review and an EMA filing submitted, reinforcing its focus on late-stage assets despite higher losses. With these regulatory milestones for veligrotug in place, we’ll now...

Earnings, guidance and capital returns in focus Bristow Group (VTOL) just paired its fourth quarter and full year 2025 results with 2026 guidance, a fresh quarterly dividend and details on a recent US$500 million refinancing at a lower coupon. The company reported Q4 2025 sales of US$377.26 million and net income of US$18.42 million, while affirming 2026 revenue expectations in a US$1.58 billion to US$1.69 billion range and maintaining its new US$0.125 quarterly cash dividend. See our latest...

Knight-Swift Transportation Holdings (KNX) is back in focus after its fourth-quarter 2025 adjusted earnings per share of US$0.31 came in below analyst expectations, along with fresh insider selling by the company’s CFO. See our latest analysis for Knight-Swift Transportation Holdings. The recent earnings miss and CFO share sale come against a backdrop of strong recent momentum. A 30 day share price return of 14.19% and a 1 year total shareholder return of 26.67% suggest sentiment has improved...

Manhattan Associates has announced that long-serving CFO and Executive Vice President Dennis Story will retire from his roles on March 31, 2026, with veteran finance executive Linda Pinne stepping in as Chief Financial Officer, Chief Accounting Officer, and Treasurer while Story remains an advisor to the CEO through year-end 2026. This carefully staged handover, elevating a 20-year company insider who already oversees accounting and treasury, signals an emphasis on continuity in financial...

In late February 2026, California Resources Corporation received its third ‘Grade A’ MiQ methane certification covering most of its San Joaquin Valley production in Fresno and Kern Counties, underscoring independently verified low-methane operations across the majority of its portfolio. This expanded certification could enhance CRC’s positioning in California’s Low Carbon Fuel Standard market, where lower-methane barrels may command a pricing premium and support its broader decarbonization...

Why Masimo is on investor watchlists right now Masimo (MASI) has recently drawn fresh attention after a strong month in the stock, with returns over the past 3 months also standing out against a weaker 1 year total return. See our latest analysis for Masimo. The recent 27.69% 1 month share price return and 21.75% 3 month share price return, against a 1 year total shareholder return decline of 7.11%, suggests short term momentum has picked up while longer term holders are still under water at...

In late February 2026, Zoom Communications reported fourth-quarter revenue of about US$1.25 billion and net income of US$674.08 million, capping a full year with sales of US$4.87 billion and net income of US$1.90 billion, alongside new guidance for fiscal 2027 and completion of a US$2.70 billion share buyback program. Beyond its core operations, Zoom highlighted growing traction in AI-powered products and the potential value of its early-stage investment in Anthropic, which some commentators...

In February 2026, Lithia Motors’ board amended its bylaws to remove the upper limit on board size and set the director count at 10 for the 2026 annual shareholder meeting. Around the same time, JPMorgan shifted to a more cautious stance on Lithia Motors, highlighting execution visibility, cost control challenges, and higher balance sheet leverage despite an otherwise constructive industry backdrop. We’ll now examine how JPMorgan’s concerns about execution and cost control may affect Lithia...

In February 2026, Federal Agricultural Mortgage Corporation reported fourth-quarter 2025 net income of US$47.92 million, down from US$56.51 million a year earlier, while full-year net income was broadly flat at US$207.42 million, and its board approved higher dividends on both common and preferred shares. Beyond the headline earnings softness, Farmer Mac’s fifteenth consecutive annual increase in its common dividend, alongside growth in infrastructure finance such as broadband and renewable...

Manchester United plc has reported fiscal second-quarter 2026 results, with sales of £190.31 million and a net income of £4.18 million, marking a return to profit despite lower revenue than the same period a year ago. The earnings improvement stems largely from cost and headcount reductions that turned a prior-period loss into a profit, while management reiterated full-year revenue guidance of £640 million to £660 million. We’ll now look at how this cost-driven profitability turnaround,...

Stock performance snapshot and recent context Onto Innovation (ONTO) has drawn attention after a period of strong multi year total returns and a recent share price of $215.89, prompting investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for Onto Innovation. While Onto Innovation’s share price has eased slightly in the very short term, with a 1 day share price return of a 0.91% decline, the 90 day share price return of 46.86% and 1 year...

On February 25, 2026, RXO, Inc. launched its Middle Mile Solutions service, offering a single “dock-to-door” logistics network that links first-, middle-, and last-mile transportation with value-added services such as warehousing, kitting, assembly, and reverse logistics, all managed through its RXO Connect platform for end-to-end visibility. This move expands RXO beyond pure brokerage into an integrated, tech-enabled supply chain offering that could deepen customer relationships and expand...

Why Chart Industries’ latest earnings matter for shareholders Chart Industries (GTLS) just released fourth quarter and full year 2025 results, with both net income and sales below the prior year and revenue and earnings missing Wall Street forecasts. See our latest analysis for Chart Industries. At a share price of $207.30, Chart Industries has seen relatively steady recent trading, with a 90 day share price return of 1.60% and a 1 year total shareholder return of 8.79%. This suggests that...

Analysts have recently raised their earnings estimates for InnovAge Holding (INNV) for both the current quarter and full year. This shift in expectations appears to be a key catalyst for the stock. See our latest analysis for InnovAge Holding. The recent upward revisions to earnings expectations come after a sharp run in the shares, with a 30 day share price return of 61.44% and a 1 year total shareholder return of 175.69%. This suggests momentum has recently picked up despite a weaker 5 year...

Credicorp (BAP) has put corporate governance in focus after its Board approved a refreshed slate of directors and amended its dividend policy, giving investors new context for how future cash returns may be evaluated. See our latest analysis for Credicorp. Those governance changes land after a strong run, with a 90 day share price return of 35.86% and a 1 year total shareholder return of 99.92%. However, near term share price momentum has cooled slightly around the current US$346.38 level. If...

Kimbell Royalty Partners (KRP) is back on investors’ radar after reporting fourth quarter 2025 results that included record proved developed reserves, a swing to profitability, and a higher cash distribution to unitholders. See our latest analysis for Kimbell Royalty Partners. The latest results and higher cash distribution come after a strong run in the units, with a 30 day share price return of 6.78% and a 90 day share price return of 13.72%. The 5 year total shareholder return of 126.14%...