Public Storage (NYSE:PSA) Given Average Rating of "Hold" by Analysts
Eighteen analysts have issued a consensus "Hold" rating for Public Storage (NYSE:PSA), with an average 1-year price target of $306.63. The company recently reported strong Q4 results, exceeding FFO and revenue estimates, and raised its FY-2026 guidance while launching the "PS4.0" multi-year plan. However, some analysts have trimmed price targets or ratings due to mixed same-store trends and potential execution risks.
QXO Inc. (QXO) Announces $2.25B Acquisition of Kodiak Building Partners to Expand Addressable Market
QXO Inc. (NYSE:QXO) has announced its definitive agreement to acquire Kodiak Building Partners for approximately $2.25 billion, comprising $2.0 billion in cash and 13.2 million shares. This acquisition is expected to close in early Q2 2026 and aims to significantly expand QXO's addressable market to over $200 billion while driving earnings accretion. Kodiak, a major US distributor of construction supplies with $2.4 billion in 2025 revenue, will help QXO increase market share among homebuilders and enhance operational efficiencies through scaled procurement and AI-powered inventory management.
Watkins Advises Ascendant Capital Partners in Acquisition of Sotherly Hotels Inc.
Latham & Watkins LLP advised Ascendant Capital Partners in its acquisition of Sotherly Hotels Inc. through a joint venture with Kemmons Wilson Hospitality Partners. The merger, valued at US$2.25 per share for all outstanding common stock, received approval from Sotherly stockholders and board of directors. This acquisition expands Ascendant Capital Partners' hospitality portfolio.
Extra Space Storage (EXR) Maintains Quarterly Dividend at $1.62/Share
Extra Space Storage (EXR) has declared a quarterly dividend of $1.62 per share, maintaining its previous payout, which results in a 4.43% forward yield. The company demonstrates strong profitability but faces concerns regarding its declining operating margin and Altman Z-Score indicating potential distress. While institutional ownership is high, suggesting investor confidence, the stock's valuation metrics suggest it is trading at a premium.
Federal Realty (FRT) Reports Q4 FFO Loss Challenging Bullish Narratives On Earnings Quality
Federal Realty Investment Trust (FRT) reported mixed Q4 FY 2025 results, with revenue of US$334.4 million but a significant Funds From Operations loss of US$465.1 million, impacted by a US$142.7 million one-off gain. While the company saw 41% earnings growth, analysts forecast a 3.7% annual decline over the next three years, raising questions about the sustainability of recent profitability. The stock's current P/E of 22.4x is below the industry average, and despite a DCF fair value of US$147.39, concerns about earnings quality and interest coverage persist.
Pebblebrook Hotel Trust (NYSE: PEB) refinances $450M term loan and extends $650M revolver
Pebblebrook Hotel Trust has refinanced its debt, securing a new $450 million senior unsecured term loan and extending its $650 million revolving credit facility. These actions push out debt maturities, reduce secured debt, and provide a clear plan to address $350 million in convertible notes due December 2026. The company's debt profile now features approximately 89% fixed-rate and 98% unsecured debt, with a weighted average interest rate of about 4.4%.
Sabra Healthcare REIT Q1 2026 slides: Targeting 5% FFO growth with diversified portfolio
Sabra Healthcare REIT (NASDAQ:SBRA) released its Q1 2026 investor presentation, projecting a 5% year-over-year growth in normalized FFO and AFFO, despite a Q4 2025 EPS miss. The company emphasizes its diversified portfolio of 393 investments, strategic focus on favorable demographic trends like the growing elderly population, and disciplined balance sheet management. Sabra aims to capitalize on supply constraints in senior housing and skilled nursing, positioning itself for continued growth in the healthcare real estate market.
Sabra Health Care REIT, Inc. (SBRA) Shares Steady as Managed Senior Housing Drives 2025 Growth
Sabra Health Care REIT, Inc. (SBRA) saw its shares rise after reporting strong fourth-quarter and full-year 2025 results, driven by significant growth in its managed senior housing portfolio. The company provided optimistic 2026 guidance, expecting continued strong performance in net income and FFO. Despite facing sector-wide challenges like labor shortages and government reimbursement policies, Sabra's diversified portfolio and strategic investments position it for future growth amidst aging demographics.
Assessing Pebblebrook Hotel Trust (PEB) Valuation After Recent Share Price Momentum
Pebblebrook Hotel Trust (PEB) has seen its share price rise by 6% in the last month and 15% over three months. While one valuation narrative suggests the stock is 1.3% overvalued at $12.58 per share, focusing on urban hotel demand recovery, a Discounted Cash Flow (DCF) model indicates the stock is materially undervalued at $18.19 per share. The article encourages investors to conduct their own research and consider risks like exposure to urban markets and rising labor costs.
Four Corners Property Trust, Inc. (NYSE:FCPT) Q4 2025 Earnings Call Transcript
Four Corners Property Trust (NYSE:FCPT) held its Q4 2025 earnings call, discussing its tenth anniversary, robust acquisition activity totaling $318 million in 2025 at a 6.8% blended cap rate, and a conservative portfolio strategy. The company highlighted strong rent coverage, diversification efforts into automotive service, medical retail, grocery, and equipment rental, and a well-capitalized balance sheet with low leverage. FCPT also addressed its exposure to Bahama Breeze locations and ongoing efforts to re-tenant or convert them, emphasizing confidence in the real estate quality.
Rayonier Inc. (NYSE:RYN) Q4 2025 Earnings Call Transcript
Rayonier Inc. (NYSE: RYN) announced strong Q4 2025 results, exceeding guidance due to a record contribution from its Real Estate segment. The company also discussed the successful merger with PotlatchDeltic, creating a premier land resources company with a diversified timberland portfolio. Rayonier provided initial 2026 outlook, highlighting expected increases in harvest volumes and real estate segment adjusted EBITDA, while emphasizing share buybacks as a compelling use of capital.
Assurant Enters Real Estate With Home Warranty As Shares Screen Undervalued
Assurant, Inc. has partnered with Compass International Holdings to launch Assurant Home Warranty, marking its entry into the real estate services sector. This initiative allows Assurant to distribute home warranty products through Compass's nationwide agent network, integrating its offerings directly into real estate transactions. The move aims to broaden Assurant's protection services footprint and its potential impact will depend on adoption rates among real estate agents and clients.
MMI Q4 2025 Earnings Soar: Real Estate Sales Surge 8.5%
Marcus & Millichap (MMI) reported impressive Q4 2025 earnings, with total revenue reaching $244.0 million, an 8.5% year-over-year increase, and net income surging by 57.0%. The growth was primarily driven by an 8.2% jump in transaction volume and an expanded agent network, leading to improved profitability and market share gains. Management anticipates continued growth in the commercial real estate services sector, with a positive outlook for 2026.
Martin Marietta Materials stock price target lowered by Stephens to $735
Stephens lowered its price target for Martin Marietta Materials (NYSE:MLM) to $735 from $740, while maintaining an Overweight rating. This adjustment followed Martin Marietta’s Q4 results which missed Stephens’ estimates, particularly in aggregates growth and profit per ton, and consolidated EBITDA guidance falling short. Despite the lowered price target and recent earnings miss, Stephens noted that a "reasonable bar has been set for the year," implying low teens earnings growth, and highlighted positive factors like the pending Quikrete swap.
Insider Sell: Ann Hunker Sells Shares of M/I Homes Inc (MHO)
Ann Hunker, Principal Accounting Officer at M/I Homes Inc (MHO), recently sold 132 shares of the company, reducing her total holdings to 3,456 shares. This transaction follows a pattern of 12 insider sells and no insider buys at M/I Homes over the past year. The stock is currently trading at $146.8, and with a GuruFocus Value of $131.76, it is considered modestly overvalued.
Safehold Inc. Earnings Call Highlights Growth and Upside
Safehold Inc.'s Q4 earnings call highlighted improved credit strength, ample liquidity, and steady earnings growth, despite some market uncertainties. The company completed 10 transactions in Q4 2025, reaching a gross book value of $7.1 billion and an estimated unrealized capital appreciation of $9.3 billion. While facing challenges such as management fee pressure and litigation costs, Safehold aims to grow ground-lease originations in 2026, maintain conservative credit metrics, and potentially initiate share repurchases under favorable market conditions.
Leggett & Platt Earnings Call: Restructuring Over Growth
Leggett & Platt's Q4 earnings call highlighted a focus on restructuring and financial preservation over near-term growth, as the company grapples with shrinking revenue and a prolonged slump in residential markets. Management emphasized a stronger balance sheet and improved margins due to restructuring, which is expected to deliver significant EBIT benefits in 2025 and 2026. Despite flat earnings in 2025, the company aims to reduce debt further and strategically reshape its portfolio, with 2026 guidance prioritizing profitability and deleveraging amidst continued demand weakness.
Insider Buying: Joel Marcus Acquires 25,000 Shares of Alexandria Real Estate Equities Inc (ARE)
Joel Marcus, Executive Chairman of Alexandria Real Estate Equities Inc (ARE), recently purchased 25,000 shares, bringing his total holdings to 562,724 shares. The stock was trading at $53.92, with a market cap of $9.096 billion, on the day of the transaction. Despite this insider buy, the GF Value of $113.00 suggests the stock is a "Possible Value Trap, Think Twice," with a price-to-GF-Value ratio of 0.48.
Procore Technologies Earnings Call Highlights Growth And Cash
Procore Technologies Inc. (PCOR) reported a strong Q4 and full-year performance, emphasizing record free cash flow, robust bookings, and growing AI momentum despite a challenging construction market. The company achieved significant margin expansion, a healthy backlog, and continued expansion with large customers. While anticipating a slight deceleration in revenue growth for fiscal 2026 and early stages for AI monetization, Procore's management remains confident in its long-term strategy of steady growth and margin expansion.
Insider Selling: Patrick Industries (NASDAQ:PATK) EVP Sells 3,903 Shares of Stock
Patrick Industries (NASDAQ:PATK) EVP Stacey Amundson sold 3,903 shares of company stock for over $568,000, reducing her direct holding by 23.34%. This transaction follows the company's strong quarterly results, which surpassed revenue and EPS expectations. Patrick Industries also declared a quarterly dividend of $0.47, and analysts hold a "Moderate Buy" consensus rating for the stock.
Essent Group Ltd. (NYSE:ESNT) Declares Dividend Increase - $0.35 Per Share
Essent Group Ltd. (NYSE:ESNT) announced a 12.9% dividend increase, raising its quarterly payout to $0.35 per share. This new dividend is payable on March 23rd to shareholders of record on March 13th, representing an annualized yield of 2.3%. Despite the dividend increase and a history of six consecutive annual raises, the company's stock experienced a 6.3% decline after missing quarterly earnings expectations, reporting a GAAP EPS of $1.60 against an anticipated $1.74.
Host Hotels & Resorts stock hits 52-week high at $20.14
Host Hotels & Resorts (HST) stock recently hit a new 52-week high of $20.14, reflecting a 23.69% increase over the past year due to investor confidence and a recovering travel sector. The company also announced a $400 million offering of senior notes and received upgrades from analysts, including a 'Buy' rating from Truist Securities. These developments highlight positive market sentiment and strategic financial moves for the hospitality REIT.
Bank OZK Furnishes Construction Loan for Perris Logistics Facility
JLL Capital Markets arranged $65.1 million in senior construction financing from Bank OZK for the Ellis Avenue Logistics Center, a 631,011-square-foot Class A industrial facility in Perris, California. The loan is a floating-rate, five-year term including extensions, secured by JLL on behalf of an undisclosed borrower. Construction for the facility is slated to begin in early 2026 and complete by late 2026.
Insider Buying: PennyMac Financial Services (NYSE:PFSI) Director Buys 2,250 Shares of Stock
PennyMac Financial Services (NYSE:PFSI) Director Patrick Kinsella purchased 2,250 shares of the company's stock for a total of $200,587.50, increasing his stake by 7.04%. This transaction follows a quarter where PennyMac missed EPS and revenue estimates, though revenue was up year-over-year. The company recently declared a quarterly dividend of $0.30 per share, and analysts currently have a "Hold" rating on the stock with an average price target of $139.71.
Public Storage To Relocate From California to North Texas, Announces C‑Suite Moves
Public Storage, a self-storage giant, is relocating its headquarters from Glendale, California, to Frisco, Texas, and enacting a new vision called "PS4.0." The move involves significant C-suite appointments and transitions, including Tom Boyle as the new CEO and Joe Fisher as President and CFO, aimed at capitalizing on North Texas's talent and innovation. This strategic shift emphasizes enhanced shareholder returns, superior customer experience, and capital allocation through digital platforms, expanded acquisitions, and a new incentive and accountability culture.
California-based Public Storage moving headquarters to North Texas
Public Storage, a California-based company, has announced its relocation of its corporate headquarters from Glendale to Frisco, Texas. The company cited the "depth of talent and innovation" in North Texas as a key reason for the move, while assuring a continued presence in Glendale. This relocation further contributes to the growth of Frisco's Hall Park, where the company plans to renovate approximately 119,000 square feet.
Gladstone Commercial (GOOD) Exceeds Market Returns: Some Facts to Consider
Gladstone Commercial (GOOD) recently closed up 1.21%, outperforming the S&P 500. The company is set to release its Q4 2025 earnings on February 18, 2026, with an expected EPS of $0.36 and revenue of $39 million. Despite recent declines in the past month, analysts' estimate revisions are being monitored, and the stock currently holds a Zacks Rank #3 (Hold) with a Forward P/E ratio indicating a discount compared to its industry.
Why Sabra Health Care REIT (SBRA) Is Up 5.6% After 2025 Results And 2026 Earnings Guidance
Sabra Health Care REIT's stock rose 5.6% following the release of its 2025 full-year results and 2026 earnings guidance. The company reported full-year revenue of US$774.63 million and net income of US$155.61 million, and reaffirmed its quarterly dividend of US$0.30 per share. Investors are keenly watching tenant performance and dividend sustainability, especially given the high payout ratio.
Is It Too Late To Consider Millrose Properties (MRP) After 59% One-Year Rally?
Millrose Properties (MRP) has seen a significant 59% rally over the past year, prompting questions about its current valuation. According to a Dividend Discount Model, the stock appears to be 19.7% undervalued, with an estimated intrinsic value of US$39.66 per share compared to its current price of US$31.84. Additionally, its P/E ratio of 24.38x is below Simply Wall St's calculated Fair Ratio of 47.28x, further suggesting it may be trading at a lower multiple than its fundamentals imply.
Extra Space Storage declares $1.62 per share dividend for Q1 2026
Extra Space Storage Inc. announced a Q1 2026 dividend of $1.62 per share, reflecting an annual yield of 4.49%. The company has a 22-year dividend payment history and is the largest self-storage operator in the U.S., with strong financial health. In other news, Scotiabank downgraded the stock due to a weaker revenue outlook, and Noah Springer was promoted to President.
Public Storage Shares Edge Lower After Q4 Results Show Modest Revenue Growth, Weaker Same-Store Trends
Public Storage (PSA) shares edged lower after reporting Q4 and full-year 2025 results, which showed modest revenue growth but weaker same-store trends. While total revenues increased, same-store revenues and net operating income declined slightly due to lower occupancy and increased operating expenses. The company maintained a strong balance sheet and continued capital investments, but faces pressure from moderating demand in the self-storage sector.
Extra Space Storage Inc. Announces 1st Quarter 2026 Dividend
Extra Space Storage Inc. (NYSE: EXR) announced that its board of directors has declared a first quarter 2026 dividend of $1.62 per share. This dividend is payable on March 31, 2026, to stockholders of record as of March 16, 2026. The company, headquartered in Salt Lake City, is the largest operator of self-storage properties in the United States.
Wells Fargo Capital Moves And Cost Cuts Versus Current Valuation Gap
Wells Fargo (NYSE:WFC) has filed for a $15 billion mixed shelf offering and is implementing significant cost-cutting measures, including workforce reductions and real estate restructuring. These actions aim to enhance capital flexibility and focus on core banking activities, with the stock currently trading about 31.3% below its estimated fair value according to Simply Wall St. Investors are advised to monitor the impact of these changes on earnings per share and the company's dividend track record.
W. P. Carey’s €1b Notes Reshape Debt Profile And Portfolio Mix
W. P. Carey (NYSE:WPC) has issued €1 billion in senior unsecured notes to manage existing debt and fund new investments, supporting its ongoing portfolio repositioning. The company is divesting from self-storage and office assets to focus on industrial and European sale-leaseback deals. This financing strategy aims to extend debt maturities and stabilize borrowing costs, aligning with its long-term lease structures and diversified net lease real estate portfolio.
Does CubeSmart’s CBRE Storage Venture and Higher Leverage Change The Bull Case For CUBE?
CubeSmart has entered a US$250 million self-storage venture with CBRE Investment Management, with CubeSmart managing the properties. This new partnership, alongside CubeSmart's increased debt from a recent unsecured note issuance and slower dividend growth, raises questions for investors about the company's balance between expansion, balance sheet risk, and dividend sustainability. The article explores how these developments impact CubeSmart's growth and risk profile, noting that while the venture adds growth potential, it also highlights existing concerns regarding financial flexibility and income sustainability.
Bedrock of the Economy: Martin Marietta’s Q4 Results Signal a Multi-Year Infrastructure Supercycle
Martin Marietta Materials (NYSE: MLM) reported its Q4 2025 earnings, revealing strong performance in its aggregates business despite a cooling residential market. The company is benefiting from a multi-year infrastructure supercycle driven by federal infrastructure projects, AI data center construction, and American manufacturing re-shoring. With strategic shifts towards high-margin aggregates and a pending asset exchange, Martin Marietta is well-positioned for sustained growth, focusing on strategic M&A and capital returns.
Equinix Shares Jump 10% on Robust 2026 Revenue Outlook of $10.12B-$10.22B
Equinix, Inc. (NASDAQ: EQIX) shares surged over 10% after the company released a 2026 revenue outlook of $10.12 billion to $10.22 billion, exceeding analyst expectations and marking the first time its annual top line is projected to cross the double-digit billion-dollar threshold. This robust forecast is driven by the shift from AI "training" to "inference" and increased demand for Equinix's interconnected "edge" architecture, leading to record bookings and a significant dividend increase. The company's focus on Distributed AI™ and Fabric Intelligence positions it as a central player in the evolving AI economy, benefiting from the growing need for low-latency, localized data processing.
Extra Space Storage sets March 31 payout for $1.62 quarterly dividend
Extra Space Storage (NYSE: EXR) has declared a first-quarter 2026 cash dividend of $1.62 per share. The dividend is payable on March 31, 2026, to shareholders of record as of the close of business on March 16, 2026. This announcement highlights the company's consistent dividend policy and provides key financial dates for investors.
Wells Fargo ramps up Colorado expansion
Wells Fargo is expanding its presence in Colorado following the lifting of a federal asset cap. The banking giant has created a new leadership role in the state and plans to refurbish all its branches there. This move comes amidst an active period for Colorado banks, with several leadership changes and acquisitions occurring in the region.
Pebblebrook Hotel Trust (PEB) officially signed the fourth amendment to its credit agreement on February 11, 2026, and has submitted the relevant documents to the U.S. Securities and Exchange Commission (SEC).
Pebblebrook Hotel Trust (PEB) signed the fourth amendment to its credit agreement on February 11, 2026, and submitted the related documents to the SEC. This amendment is a strategic move by the company to optimize its financing structure and adapt to ongoing market changes.
James Dahl Purchases 4,358 Shares of AMREP (NYSE:AXR) Stock
James Dahl, a major shareholder in AMREP (NYSE:AXR), recently purchased 4,358 shares of the company's stock for a total of $103,328, increasing his direct stake to 448,056 shares. This transaction occurred after AMREP missed its recent earnings estimates, reporting $0.22 EPS against an expected $0.44 and generating $9.4 million in revenue compared to an estimated $14.97 million. Despite the earnings miss, the stock is trading near $23.85, and analysts currently rate it as a "Hold."
Extra Space Storage Inc. Announces 1st Quarter 2026 Dividend (2026-02-13)
Extra Space Storage Inc. (NYSE: EXR) has announced a first-quarter 2026 dividend of $1.62 per share payable on March 31, 2026, to shareholders of record as of March 16, 2026. The company, headquartered in Salt Lake City, is the largest operator of self-storage properties in the United States, managing over 4,200 properties with approximately 2.9 million units.
Why Essent Group (ESNT) Stock Is Down Today
Shares of Essent Group (ESNT) fell 6.3% after the company reported fourth-quarter earnings that missed analyst expectations, with an 8% miss on earnings per share. While total revenue met Wall Street's expectations, net premiums earned declined 13% and the pre-tax profit margin narrowed, leading to a negative investor reaction. Despite this drop, the stock is still trading near its 52-week high, and past analyst reports have indicated a mixed but generally stable view of the company.
Raymond James upgrades Colliers International Group Inc. (CIGI) to strong buy and raises its price target to $200
Raymond James has upgraded Colliers International Group Inc. (CIGI) to a "strong buy" rating. The firm also increased its price target for CIGI to $200. This positive revision by Raymond James indicates strong confidence in the commercial real estate services company's future performance.
Seaport Maintains Buy on BLD (TopBuild Corp.) and Raises PT to $620 Feb 13 2026
Seaport Global has reiterated its Buy rating on TopBuild Corp. (BLD) and increased its price target from $500 to $620, citing strong demand in insulation and distribution channels and resilient margins. This re-affirms their positive outlook on the stock, suggesting expected outperformance over the next 12 months. Investors are advised to consider this alongside company earnings, cash flow, and risk factors.
Julie Bowerman Sells 8,000 Shares of Brixmor Property Group (NYSE:BRX) Stock
Brixmor Property Group (NYSE:BRX) Director Julie Bowerman sold 8,000 shares of the company's stock on February 12th for $232,240, reducing her stake by 30.3%. This transaction follows the company's positive quarterly earnings report, which exceeded analyst expectations, and the announcement of a quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating with a target price of $30.30 for BRX.
Vulcan Materials raises quarterly dividend by 6% to $0.52 per share
Vulcan Materials Company announced a 6% increase in its quarterly cash dividend to $0.52 per share, payable on March 23, 2026, marking its twelfth consecutive year of dividend increases. The company, a leading producer of construction aggregates, attributes this to strong operational and financial performance, including a 6.54% revenue growth, and an impressive 55-year streak of maintaining dividend payments. This dividend hike aligns with its commitment to delivering long-term value to shareholders.
Radian CFO Pandit exits, Kobell named to interim role
Radian's President and CFO, Sumita Pandit, has departed the company following an "involuntary termination," shortly after the completion of Radian's $1.7 billion acquisition of Inigo Limited. Daniel Kobell has been appointed interim CFO, while Robert J. Quigley was named Senior Executive Vice President, Controller, and Chief Accounting Officer. Analysts do not believe these personnel changes indicate financial issues for Radian, which recently reported strong Q3 2025 net income and mortgage insurance figures.
Marcus & Millichap Brokers Multifamily Sale of Arrowhead Apartments in Suburban Chicago
Marcus & Millichap announced the sale of Arrowhead Apartments, a 200-unit property in Palatine, Illinois, for which it brokered the deal. The property includes 160 market-rate units and 40 units with a Housing Assistance Payments contract, having undergone a multi-million-dollar renovation between 2019 and 2021. Scott Harris represented the seller, a joint venture with Hispanic Housing Development Corporation, and procured the buyer, Artisan Capital Group in partnership with Eastham Capital.
Does Weyerhaeuser’s (WY) Cash Return Framework Reveal Its True Capital Allocation Priorities?
Weyerhaeuser (WY) recently declared a quarterly base dividend and reaffirmed its cash return framework, aiming to distribute 75-80% of annual adjusted funds through base dividends, supplemental payouts, and opportunistic share repurchases. This strategy links shareholder returns directly to the company's Timberlands and Wood Products cash flows, highlighting the importance of housing demand and lumber pricing for its financial performance. While offering potential upside, it also exposes investors to risks from weaker lumber prices or a slowdown in the housing market.
