Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their rally in the third quarter, with small-cap stocks gaining over 12% as measured by the Russell 2000 Index. However, the portfolio trailed the Russell 2000 Index in the quarter, returning 7.93% (net of fees). The relative underperformance was mainly due to the rally being driven by sectors that the portfolio typically ...

US-based omnichannel retailer Kohl’s has appointed Michael Bender as CEO, effective from 23 November 2025, Bender has been the company’s interim CEO since 1 May after the board fired Ashley Buchanan. An external legal review, overseen by the Audit Committee, found that Buchanan had violated company policies by steering the company into vendor deals with undisclosed conflicts of interest. Bender will remain on the retailer’s board, where he has been a director since 2019. He was also board chair from May ...

Core Points - The Grand Ole Opry will celebrate its 100th anniversary on November 28, 2025, with a global livestream of two evening shows featuring over 25 Opry members [1][2] - The event will include performances from both long-standing and recent members, showcasing a diverse range of talent across four generations [2] - The celebration will extend into 2026 with additional special events, including performances at Carnegie Hall and Opry 100 Honors shows [3] Company Overview - The Grand Ole Opry, founded in 1925, is recognized as the longest-running live broadcast show globally and serves as a central hub for country music [4] - The Opry hosts 3-7 live shows weekly and offers various experiences, including backstage tours and live broadcasts on multiple platforms [4] - The Grand Ole Opry is part of Opry Entertainment Group, a subsidiary of Ryman Hospitality Properties [4]

Core Insights - Welltower reported quarterly funds from operations (FFO) of $1.28 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, and up from $1.05 per share a year ago [1][2] - The company achieved revenues of $2.55 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.11%, compared to $1.82 billion in the same quarter last year [3] - Welltower's stock has increased approximately 28.2% year-to-date, significantly outperforming the S&P 500's gain of 8.6% [4] Financial Performance - The FFO surprise for the recent quarter was +4.92%, following a previous surprise of +4.35% in the prior quarter [2] - Over the last four quarters, Welltower has consistently exceeded consensus FFO estimates [2][3] - The current consensus FFO estimate for the upcoming quarter is $1.28, with projected revenues of $2.56 billion, and for the current fiscal year, the estimates are $5.02 on revenues of $10.03 billion [8] Industry Context - Welltower operates within the Zacks REIT and Equity Trust - Other industry, which is currently ranked in the top 38% of over 250 Zacks industries [9] - The performance of Welltower's stock may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform lower-ranked ones by a significant margin [9] Future Outlook - The sustainability of Welltower's stock price movement will largely depend on management's commentary during the earnings call and future FFO expectations [4] - The estimate revisions trend for Welltower was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7]

Financial Performance - Farmland Partners (FPI) reported quarterly funds from operations (FFO) of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share, but an improvement from $0.01 per share a year ago [1] - The quarterly report indicates an FFO surprise of -25.00%, with a previous quarter's FFO of $0.05 per share also missing expectations of $0.06 per share, resulting in a -16.67% surprise [2] - The company posted revenues of $9.96 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.91%, but down from $11.44 million year-over-year [3] Market Performance - Farmland Partners shares have declined approximately 4% since the beginning of the year, contrasting with the S&P 500's gain of 7.3% [4] - The outlook for the stock's immediate price movement will largely depend on management's commentary during the earnings call [4] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.07 on revenues of $11.35 million, and for the current fiscal year, it is $0.32 on revenues of $48.48 million [8] - The estimate revisions trend for Farmland Partners was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - The REIT and Equity Trust - Other industry, to which Farmland Partners belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges ahead [9]

As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking -- or not talking -- about tariffs.In this podcast, Motley Fool analysts Jason Moser and Matt Argersinger and host Dylan Lewis discuss:What's been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.Earnings results and macro commentary from United Airlines, Bank of America, Goldman Sachs, JPMorgan Chase, and Prologis.Two stocks worth watching: Alp ...

Xenia Hotels & Resorts (XHR) shares ended the last trading session 14.3% higher at $10.54. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 28.4% loss over the past four weeks.The increased investor optimism in the stock can be attributed to President Donald Trump’s recent announcement to put a 90-day pause on the reciprocal tariff for most countries.This real estate investment trust that owns hotels is expected to ...

With an S&P 500 bear market underway, there are plenty of "discounted" stocks to be found. President Donald Trump's tariff strategy could cause inflation to surge, and many experts see the chances of a U.S. recession in 2025 as much higher than they were a few months ago. The general uncertainty of the situation has caused the sharpest market downturn since the 2008 financial crisis.However, there are some excellent businesses that were already trading at attractive valuations before 2025's downturn. Here a ...

Core Viewpoint - Ryman Hospitality Properties, Inc. will release its first quarter 2025 earnings results on May 1, 2025, and will hold a conference call to discuss the results on May 2, 2025 [1]. Company Overview - Ryman Hospitality Properties, Inc. is a leading lodging and hospitality real estate investment trust specializing in upscale convention center resorts and entertainment experiences [3]. - The company's portfolio includes five of the top seven largest non-gaming convention center hotels in the U.S., with a total of 11,414 rooms and over 3 million square feet of meeting space [3]. - Ryman Hospitality Properties also owns a 70% controlling interest in Opry Entertainment Group, which includes iconic country music brands and various entertainment venues [3].