The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Banco Bilbao (BBVA) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Banco Bilbao is a member of our Finance group, which includes 870 different companies and currently sits at #5 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual ...

The upcoming report from SL Green (SLG) is expected to reveal quarterly earnings of $1.37 per share, indicating a decline of 33.2% compared to the year-ago period. Analysts forecast revenues of $147.61 million, representing an increase of 8.9% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings announce ...

Analysts on Wall Street project that Prologis (PLD) will announce quarterly earnings of $1.41 per share in its forthcoming report, representing an increase of 5.2% year over year. Revenues are projected to reach $2 billion, increasing 7.9% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company ...

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Agree Realty (ADC) is recognized as a well-managed REIT with several positive attributes, making it a quality stock for accumulation during dips [2] - The article emphasizes a defensive investment approach with a medium- to long-term horizon [2] Group 2 - The article does not provide specific financial metrics or performance data related to Agree Realty or the broader REIT market [5]

Core Viewpoint - Industrial Logistics Properties Trust (ILPT) has experienced a significant increase in share price, attributed to strong investor optimism following a substantial dividend announcement and positive earnings expectations [1][2]. Group 1: Stock Performance - ILPT shares rose 14.7% to $5.39 in the last trading session, with a trading volume higher than average [1]. - Over the past four weeks, ILPT stock has gained 32% [1]. Group 2: Dividend Announcement - The company announced a quarterly cash dividend of 5 cents per share, marking a 400% increase from the previous quarter [2]. - The dividend is scheduled to be paid on August 14 to shareholders of record as of July 21, 2025 [2]. Group 3: Earnings Expectations - ILPT is expected to report quarterly funds from operations (FFO) of $0.21 per share, reflecting a year-over-year increase of 50% [3]. - Revenue projections stand at $112.05 million, which is a 1.3% increase compared to the same quarter last year [3]. Group 4: FFO Estimate Revisions - The consensus FFO per share estimate for ILPT has been revised 45% higher in the last 30 days [4]. - Positive trends in FFO estimate revisions are typically associated with stock price appreciation [4]. Group 5: Industry Context - ILPT holds a Zacks Rank of 1 (Strong Buy), indicating strong market confidence [5]. - In comparison, Crown Castle (CCI), another stock in the same industry, has a Zacks Rank of 3 (Hold) and has seen a 0.5% increase in its last trading session [5][6].

Core Insights - Cousins Properties (CUZ) shares have increased by 11% over the past three months, outperforming the industry growth of 7.2% [1] - The company's strong office portfolio, impressive tenant base, strategic investments, and robust balance sheet contribute to its growth momentum [1] - There is a growing preference among tenants for premium office spaces with superior amenities, alongside a rising emphasis on return-to-office mandates [1] Company Performance - Analysts have a positive outlook on Cousins Properties, with the Zacks Consensus Estimate for CUZ's 2025 funds from operations (FFO) per share increasing by 1 cent to $2.80 over the past two months [2] - The company has a strong portfolio of Class A office assets located in high-growth Sun Belt markets, which are experiencing population growth and increased corporate relocations [3] - Demand for office space is being driven by tenants returning to offices and announcing plans to resume in-person work [3] Portfolio and Financial Strategy - Cousins Properties has a diversified tenant roster, reducing reliance on any single industry, which helps maintain steady revenues across economic cycles [4] - The company is focused on enhancing portfolio quality through trophy asset acquisitions and strategic developments in high-growth areas, having acquired 2.9 million square feet of properties for $1.54 billion from 2020 to Q1 2025 [5] - Cousins Properties has completed 2.2 million square feet of development at a total cost of $909 million and sold 5.5 million square feet of properties for $1.28 billion, supporting future revenue growth [5] Financial Health - The company maintains a healthy balance sheet, exiting Q1 2025 with cash and cash equivalents of $5.3 million and $38.7 million drawn from its $1 billion credit facility [8] - As of March 31, 2025, Cousins Properties had a net debt-to-annualized EBITDAre ratio of 4.87, indicating considerable liquidity and access to capital markets for long-term growth opportunities [8]

Company Overview - Welltower Inc. is the world's largest real estate investment trust (REIT) focused on wellness and healthcare infrastructure, primarily investing in residential nursing or long-term care homes and senior living facilities, as well as outpatient care facilities [1] Investment Philosophy - The investment philosophy emphasizes the importance of compounding, dividend reinvesting, and patient investing through various market conditions to achieve wealth accumulation [1] - The approach combines steady investment in high-quality assets with opportunities in high-risk/high-reward sectors, underappreciated turnaround plays, and transformative technologies [1] Experience and Background - The individual behind the investment insights has over 25 years of experience in the stock market and has been teaching at the college/university level for over 20 years, holding a PhD from Brunel University [1]

Group 1 - The article emphasizes a commitment to focus on retired investors and those nearing retirement, aiming to help them maximize income from their investments [1] - The platform offers in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or sectors [2][3]

Core Insights - Agree Realty (ADC) is recognized as the highest quality name in net lease REIT coverage due to its strategic capital allocation and careful underwriting practices [1] - The investment strategy emphasizes finding undervalued companies with strong balance sheets and management teams in sectors with long-term growth potential [1] Group 1 - The company has established its reputation through intentional efforts in capital allocation and underwriting [1] - The leader of the investing group Best Of Breed Growth Stocks focuses on stocks with a high probability of delivering significant alpha compared to the S&P 500 [1] - The investment approach combines growth-oriented principles with strict valuation hurdles to enhance the margin of safety [1] Group 2 - Features of the investment group include exclusive access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, macro market analysis, and a community chat for continuous engagement [1] - The analyst's strategy involves identifying companies with secular growth that appreciate over time [1]

Group 1: Toronto-Dominion Bank (TD Bank) - Toronto-Dominion Bank offers an attractive dividend yield of 4.1%, significantly higher than the average U.S. bank yield of approximately 2.6% [2] - The high yield is a result of TD Bank's internal control issues in the U.S. market, leading to regulatory fines and an asset cap on its U.S. division [3][5] - Despite these challenges, TD Bank maintains a strong position in Canada, and its business there remains unaffected by U.S. regulatory actions, allowing for potential growth albeit at a slower pace [6] - The bank recently increased its dividend, indicating management's confidence in its future prospects [7] Group 2: Federal Realty - Federal Realty boasts a dividend yield of around 4.4%, slightly above the average yield of approximately 4.1% for real estate investment trusts (REITs) [8] - It is distinguished as the only REIT to achieve Dividend King status, having increased its dividends annually for over five decades, making it a reliable income stock [8] - The company focuses on quality over quantity, owning about 100 properties in prime locations with affluent nearby populations, differentiating itself from peers [9] - Federal Realty actively manages its portfolio, selling properties when favorable prices are available and reinvesting in redevelopment opportunities to enhance asset value [10] - The investment strategy has successfully rewarded investors with steadily growing dividends over the years [10]