Group 1 - Barclays raised the price target on Uniti Group (UNIT) to $7 from $6 while maintaining an Equal Weight rating on the shares [1] - The firm adjusted ratings and targets within the real estate investment trust (REIT) sector as part of its 2026 outlook [1] - Barclays sees the most upside in apartments, storage, and single-family rentals for 2026, while being least positive on cold storage and retail [1] Group 2 - Barclays remains Neutral on REITs overall for 2026 [1]

Barclays raised the firm’s price target on Federal Realty (FRT) to $107 from $106 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and targets in the real estate investment trust group as part of its 2026 outlook. It sees the most upside in apartments, storage, and single family rentals in 2026, and is least positive on cold storage and retail. Barclays remains Neutral on REITs overall for 2026, Claim 70% Off TipRanks Premium Published first on TheFly – the ultimate source for re ...

Core Insights - Dividend stocks are attractive for investors seeking passive income, with companies that pay dividends generally outperforming those that do not [1] - Not all dividend-paying companies are the same; some focus on dividend growth while others prioritize high dividend yields [1] Company Summaries - AGNC Investment is a real estate investment trust (REIT) that primarily invests in mortgage-backed securities (MBSs), using leverage to achieve a high dividend yield of 12.7% [2][4] - AGNC's investments are mainly in agency MBSs, which are backed by government-sponsored entities, reducing risk due to government guarantees [5] - As of September 30, AGNC's at-risk leverage ratio was approximately 7.5 times its tangible net book value, indicating potential volatility in earnings and book value due to interest rate changes [6] - Ares Capital operates as a business development company (BDC) that provides loans to middle-market companies, offering a dividend yield of 9.4% [2][7] - Both AGNC and Ares Capital are pass-through entities required to distribute most of their taxable income to investors, resulting in high dividend yields [7][8] - The two companies are sensitive to interest rate changes but in different manners due to their distinct business models [8]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Alexandria Real Estate Equities, Inc. during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1][3]. Group 1: Class Action Details - Investors who purchased Alexandria Real Estate securities between January 27, 2025, and October 27, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by January 26, 2026 [3]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms issuing notices may lack the necessary experience and resources [4]. - Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company, and has recovered hundreds of millions for investors [4]. Group 3: Case Background - The lawsuit alleges that defendants provided misleading information regarding Alexandria Real Estate's expected revenue and funds from operations growth for the 2025 fiscal year, particularly concerning its real estate operations [5]. - Defendants reportedly made positive statements about Alexandria Real Estate's lease activity and occupancy stability while concealing adverse facts about the true state of its Long Island City property, leading to investor damages when the truth emerged [6].

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. and certain senior executives for securities fraud following a significant stock drop due to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, captioned Hern v. Alexandria Real Estate Equities, Inc., et al., No. 2:25-cv-11319 [3]. - Investors have until January 26, 2026, to request to be appointed to lead the case [3]. Group 2: Company Background - Alexandria Real Estate is a real estate investment trust focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Group 3: Financial Performance and Stock Impact - Alexandria Real Estate reported disappointing results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 on October 27-28, 2025 [6]. - The company announced a real estate impairment charge of $323.9 million, with $206 million attributed to its Long Island City property, which was deemed not suitable for life science scaling [5][6].

Company Overview - Welltower Inc. is a real estate investment trust based in Toledo, Ohio, focusing on investments with senior housing operators, post-acute providers, and health systems. The company has a market capitalization of $127.7 billion and is expected to release its Q4 2025 earnings soon [1]. Earnings Expectations - Analysts anticipate Welltower to generate earnings of $1.41 per share for Q4 2025, representing a 24.8% increase from $1.13 per share reported in the same quarter last year. The company has consistently surpassed bottom-line estimates in the past four quarters [2]. - For fiscal 2025, analysts expect an EPS of $5.28, indicating a 22.2% increase from $4.32 reported in fiscal 2024. Additionally, EPS is projected to rise 14.2% year over year to $6.03 in fiscal 2026 [3]. Stock Performance - Welltower's shares have surged 49.6% over the past 52 weeks, significantly outperforming the S&P 500 Index's 19.7% rise and the State Street Real Estate Select Sector SPDR ETF's 3.7% return during the same period [4]. - Following the release of better-than-expected Q3 2025 earnings on October 27, Welltower's stock grew 2.6%. The company's total revenue for the quarter increased 30.6% year over year to $2.7 billion, surpassing estimates. Normalized FFO per share grew 20.7% from the previous year to $1.34, also beating Wall Street's expectations [5]. Analyst Ratings - The consensus opinion among analysts is very optimistic, with a "Strong Buy" rating overall. Out of 19 analysts covering the stock, 14 recommend a "Strong Buy," two suggest a "Moderate Buy," and three recommend a "Hold." The average analyst price target for Welltower is $212.89, indicating a potential upside of 14% from current levels [6].

Core Viewpoint - Banco Actinver announced the redemption of all 4.962% Notes due 2029 for Terrafina, a leading Mexican industrial real estate investment trust, following a cash tender offer [1][2]. Group 1: Redemption Details - The redemption will occur on February 12, 2026, with the redemption price being the greater of 100% of the outstanding principal or the present value of remaining scheduled payments discounted to the redemption date [3]. - The redemption price will include accrued and unpaid interest up to the redemption date and will be calculated three business days prior to the redemption date [3]. Group 2: Payment Procedures - Payment of the redemption price will follow the procedures of The Depository Trust Company and its participants, including Clearstream Banking and Euroclear [4]. Group 3: Company Overview - Terrafina is a Mexican real estate investment trust focused on acquiring, developing, leasing, and managing industrial real estate properties, with a portfolio of strategically located warehouses and light manufacturing properties across Central, Bajío, and Northern Mexico [5].

Group 1 - Gladstone Land Corporation (LAND) is a real estate investment trust with a Zacks Rank 1 and has seen its current year earnings estimate increase by 28% over the last 60 days, with a dividend yield of 5.9%, surpassing the industry average of 4.8% [1] - National Australia Bank Limited (NABZY) is a financial services company also holding a Zacks Rank 1, with a current year earnings estimate increase of 2.6% over the last 60 days and a dividend yield of 3.8%, compared to the industry average of 2.6% [2] - Ford Motor Company (F) has experienced a 2.2% increase in its next year earnings estimate over the last 60 days, maintaining a strong position in the automobile industry [2] Group 2 - Another Zacks Rank 1 company has a dividend yield of 4.2%, significantly higher than the industry average of 0.0% [3]

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][3]. Company Overview - Alexandria Real Estate is a real estate investment trust (REIT) focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Financial Performance - The company reported disappointing results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 on consecutive days [6]. - Alexandria Real Estate announced a real estate impairment charge of $323.9 million, with $206 million related to its Long Island City property, which was deemed not suitable for life science scaling [5][6]. Legal Proceedings - Investors have until January 26, 2026, to seek appointment as lead plaintiffs in the case, which is pending in the U.S. District Court for the Central District of California [3]. - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Alexandria Real Estate securities [3].

Market Overview - The broader equity markets are trading in record territory, supported by modest job market conditions, with December nonfarm payrolls increasing by 50,000, lower than the consensus estimate of 73,000 [1] - The unemployment rate stands at 4.4%, below the forecast of 4.5%, indicating improving economic health [1] Investment Opportunities - Optimism regarding interest rate cuts in 2026 is fueled by better-than-expected metrics, despite ongoing tensions related to escalated tariffs [2] - Investors are advised to focus on "cash cow" stocks with high returns, emphasizing the importance of attractive efficiency ratios like return on equity (ROE) [2] Key Financial Metrics - ROE is defined as Net Income divided by Shareholders' Equity, helping investors identify profit-generating companies and assess financial health [3] - A higher ROE indicates effective cash deployment for higher returns and is used for comparing profitability within the industry [4] Screening Parameters for Stock Selection - Stocks are shortlisted based on criteria including Cash Flow greater than $1 billion and ROE greater than the industry average [5] - Additional metrics include Price/Cash Flow lower than the industry average, Return on Assets (ROA) greater than the industry average, and 5-Year EPS Historical Growth greater than the industry average [6] Selected High-ROE Stocks - Five stocks that qualified based on screening include: - **Arista Networks, Inc. (ANET)**: Focuses on cloud networking solutions with a long-term earnings growth expectation of 20.1% and a trailing four-quarter earnings surprise of 10.2% [7][9] - **Corning Incorporated (GLW)**: Specializes in advanced glass technologies with a long-term earnings growth expectation of 18.2% and a trailing four-quarter earnings surprise of 4.1% [7][10] - **Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)**: Provides banking services with a long-term earnings growth expectation of 12% and a trailing four-quarter earnings surprise of 5.7% [7][11] - **Assurant, Inc. (AIZ)**: Offers risk management solutions with a trailing four-quarter earnings surprise of 22.7% [7][12] - **Host Hotels & Resorts, Inc. (HST)**: Engages in luxury hotel investments with a trailing four-quarter earnings surprise of 11% [7][13][14]