Core Insights - United Rentals, Inc. (URI) is a leading equipment rental company with a market capitalization of $63.1 billion, providing a wide range of equipment and services across various sectors [1] - The company is expected to report Q3 earnings soon, with analysts predicting a profit of $12.43 per share, reflecting a 5.3% increase from the previous year's $11.80 per share [2] Financial Performance - For fiscal 2025, analysts anticipate an EPS of $43.92, which is a 1.7% increase from $43.17 in fiscal 2024, with a projected annual growth of 9% to $47.86 in fiscal 2026 [3] - In Q2, United Rentals reported revenue of $3.9 billion, marking a 4.5% year-over-year increase, and adjusted EPS of $10.47, slightly missing expectations [5] Market Sentiment and Stock Performance - URI stock has increased by 24.3% over the past 52 weeks, outperforming the S&P 500 Index's 17.8% rise and the Industrial Select Sector SPDR Fund's 14.7% increase [4] - The positive stock performance is attributed to stable topline growth and strong demand in data center construction [5] Guidance and Share Repurchase - The company raised its full-year guidance and announced a $400 million increase to its 2025 share repurchase program, bringing the total to $1.9 billion [6] - Revenue outlook has been adjusted to a range of $15.8 billion to $16.1 billion, up from the previous range of $15.6 billion to $16.1 billion [6] Analyst Ratings - The consensus opinion on URI stock is moderately positive, with a "Moderate Buy" rating from 20 analysts, including 11 recommending "Strong Buy" and one suggesting "Strong Sell" [7]

Core Viewpoint - Realty Income is highlighted as an ideal investment for generating steady passive income through its high-yielding monthly dividend, which has a long history of consistent growth [2][6]. Company Overview - Realty Income is one of the largest real estate investment trusts (REITs) globally, owning over 15,600 properties across the U.S. and Europe, with a diversified portfolio that includes retail, industrial, and gaming properties [3][7]. - The company has a strong financial foundation, with a current dividend yield of 5.4% and a conservative payout ratio of approximately 75% of its adjusted funds from operations (FFO) [4][6]. Dividend History - Realty Income has a remarkable track record of paying 663 consecutive monthly dividends and has raised its dividend 132 times since its public listing in 1994, achieving a compound annual growth rate of 4.2% over more than three decades [6]. Growth Potential - The company currently owns about $61 billion in real estate, representing a small portion of the estimated $14 trillion opportunity in global net-lease properties, indicating significant room for future growth [7]. - Realty Income is selective in its investments, having sourced $43 billion in potential deals in the second quarter but only closing $1.2 billion, reflecting a disciplined investment approach [8]. Investment Strategy - The company has expanded its investment verticals, recently entering U.S. gaming properties and data centers, and has launched a credit investment platform to enhance growth potential [9]. - Realty Income is expected to invest $5 billion annually, which will contribute to increasing its FFO per share and support ongoing dividend increases [10]. Passive Income Generation - With a current dividend yield of around 5.4%, an investment of $1,000 in Realty Income can generate approximately $54 in annual passive income, with expectations for steady growth in dividend payments [11].

HARVEY, Ill.--(BUSINESS WIRE)--Atkore Inc. (the "Company†) (NYSE: ATKR), a leading manufacturer of electrical products for commercial, industrial, data center, telecommunications, and solar applications, today announced that it had completed the refinancing of the senior secured term loan facility of its subsidiary, Atkore International, Inc. ("AII†), which had been scheduled to mature in May 2028. The Company replaced the existing term loan facility with a new $373 million senior secured term. ...

Core Viewpoint - Realty Income Corporation (NYSE:O) is recognized as a strong candidate for a dividend stock portfolio due to its consistent and gradually increasing dividends [2][4]. Company Overview - Realty Income Corporation is an American real estate investment trust (REIT) that manages a diverse portfolio of commercial properties, including retail, industrial, and gaming facilities, supported by long-term triple net (NNN) leases [2][3]. - The NNN lease structure transfers the responsibility for operating expenses, such as maintenance, taxes, and insurance, to the tenants, providing predictable rental income [3]. Financial Performance - Approximately 75% of Realty Income's rental income is distributed as dividends, while the remaining cash flow is reinvested into acquiring additional income-producing properties [3]. - The company boasts one of the strongest balance sheets in the REIT sector, allowing for flexibility in funding new acquisitions [3]. - For the current year, Realty Income plans to invest around $5 billion in acquiring more properties [3]. Dividend Information - On September 9, Realty Income announced a 0.2% increase in its monthly dividend to $0.2695 per share, marking the 132nd dividend increase since its public listing in 1994 [4]. - As of September 21, the company offers a dividend yield of 5.47%, positioning it among the top stocks for dividend investment [4].

This REIT should have no trouble continuing to increase its dividend in the decades ahead.Realty Income (O 1.60%) has one of the most reliable records of paying dividends in the real estate investment trust (REIT) sector. It has increased its monthly dividend 131 times since its public market listing in 1994, including the past 111 quarters in a row. That's more than three decades of annual dividend increases. With shares currently about 9% below their 52-week high, the dividend yield sits around 5.5%. That ...

Core Viewpoint - Investing in real estate investment trusts (REITs) is an effective strategy for generating passive dividend income due to their ownership of income-generating real estate portfolios Group 1: Mid-America Apartment Communities - Mid-America Apartment Communities has a strong dividend history, declaring its 126th consecutive quarterly dividend, with an annual payout of $6.06 per share, yielding over 4% at recent share prices [4] - The demand for apartments in the Sun Belt region is strong, with limited new supply expected, which should maintain high occupancy levels and drive rent growth [5] - The company has nearly $1 billion in apartment development projects underway and recently completed four projects and acquired two communities for nearly $575 million [6][7] Group 2: Invitation Homes - Invitation Homes has consistently increased its dividend since its IPO in 2017, currently paying $0.29 per share quarterly, yielding close to 4% [8] - The REIT focuses on single-family rental properties in high-demand markets, achieving a rent growth of 4% in the second quarter [9] - The company invested $350 million to acquire over 1,000 homes in the second quarter and provided $33 million in funding for future development, supporting its dividend growth [10] Group 3: Realty Income - Realty Income has a notable dividend track record, increasing its monthly dividend 131 times since its public listing in 1994, with a current payment of $0.269 per share monthly, yielding nearly 6% [11] - The REIT benefits from stable rental income through long-term triple-net leases with major companies, which cover all operating costs [12] - Realty Income plans to invest about $4 billion this year to expand its portfolio, enabling continued increases in its high-yielding monthly dividend [13] Group 4: Investment Opportunity - Mid-America Apartment Communities, Invitation Homes, and Realty Income are identified as high-yielding REITs with steadily rising dividends, making them attractive options for passive income this month [14]

Core Insights - Investing in real estate investment trusts (REITs) is an effective strategy for generating consistent dividend income due to their dependable rental income and capital reinvestment for portfolio expansion [1] Group 1: EPR Properties - EPR Properties focuses on experiential real estate, leasing properties under long-term net leases that require tenants to cover all operating costs, providing stable rental income [4] - The REIT expects to generate between $5.00 and $5.16 per share of funds from operations (FFO) this year, covering its monthly dividend payments of $0.295 per share, resulting in a dividend yield of over 6% [5][6] - EPR Properties reinvests excess cash into additional experiential properties, with plans for $148 million in development and redevelopment projects over the next two years, aiming for 3%-4% annual FFO per share growth [6] Group 2: Realty Income - Realty Income owns a diversified portfolio leased to leading companies, generating durable rental income that supports its monthly dividend [7] - The REIT has declared 661 consecutive monthly dividends and raised its payment 131 times since its public listing in 1994, currently yielding more than 5.5% [8] - Realty Income maintains a strong balance sheet and substantial free cash flow, with a market opportunity of over $14 trillion in core markets suitable for net leases [9] Group 3: Healthpeak Properties - Healthpeak Properties holds a diversified portfolio of healthcare real estate, benefiting from steady demand and producing consistent rental income, with a dividend yield of nearly 6.5% [10] - The existing portfolio is expected to grow rental income by around 3% per year due to contractual rental escalations, with potential for higher rents as long-term leases expire [11] - Healthpeak's strong balance sheet and excess cash flow provide flexibility for new investments, including acquisitions and development projects, supporting further dividend growth [12] Group 4: Investment Summary - EPR Properties, Realty Income, and Healthpeak Properties are identified as top REITs for reliable rental income and high-yielding monthly dividends, with strong financial positions enabling continued investments for income and dividend growth [13]

Core Insights - Alexander & Baldwin reported a significant GAAP earnings per share (EPS) of $0.35 for Q2 2025, exceeding expectations of $0.33, while GAAP operating revenue was slightly below expectations at $50.7 million [1][2] - The company raised its full-year guidance for earnings and other key financial metrics, reflecting strong demand in leasing and robust occupancy [1][12] Financial Performance - EPS (GAAP) increased by 169.2% year-over-year from $0.13 in Q2 2024 to $0.35 in Q2 2025 [2][5] - GAAP revenue rose to $51.7 million, a 5.1% increase from $49.2 million in Q2 2024 [2][6] - Funds from operations (FFO) per diluted share (non-GAAP) increased by 71.4% to $0.48 [2][5] - Same-store net operating income (NOI) growth (non-GAAP) was 5.3%, significantly higher than the 0.9% increase in Q2 2024 [2][6] Business Overview - Alexander & Baldwin is a Hawaii-based real estate investment trust (REIT) managing a portfolio of commercial properties, including 21 retail centers and 14 industrial properties [3][4] - The company benefits from high barriers to entry in the Hawaii market, which helps maintain high occupancy rates [4] Leasing Activity - The company signed 52 improved-property leases covering approximately 183,800 square feet, generating $6.1 million in new annualized rent [7] - Leasing spreads increased by 6.8% overall, with retail leases up 7.4% and industrial leasing spreads up 4.7% [7] Segment Performance - Land Operations saw a significant profit increase to $13.9 million, primarily due to one-time items [8] - Internal growth projects are advancing, including pre-construction of new buildings at Komohana Industrial Park and ongoing work at Maui Business Park [9][10] Financial Position - As of June 30, 2025, the company had $307.6 million in total liquidity, with a net debt to trailing twelve months adjusted EBITDA ratio of 3.3x [11] - The Board declared a regular quarterly dividend of $0.225 per share, maintaining a stable payout pattern [11][13] Future Outlook - Full-year 2025 EPS guidance was raised to $0.91–$0.96 per share, and FFO guidance was increased to $1.35–$1.40 per diluted share [12] - Same-store NOI growth expectations for FY2025 improved to 3.4%–3.8%, indicating optimism about ongoing leasing and rent growth [12]

Core Insights - The Zacks Style Scores are designed to assist investors in selecting stocks with the highest potential to outperform the market over the next 30 days [2] - Stocks are rated from A to F based on their value, growth, and momentum characteristics, with A being the highest score [2] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify those with sustainable growth potential [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends by analyzing short-term price changes and earnings estimate revisions [5] VGM Score - The VGM Score combines Value, Growth, and Momentum scores, providing a comprehensive indicator for stock selection [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to identify stocks, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988 [7][8] Stock Selection Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with a 3 (Hold) rank should also have A or B Style Scores to maximize upside potential [9] Earnings Estimate Revisions - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face price declines if earnings forecasts are downward [10] Company Spotlight: Danaher Corporation - Danaher Corporation is a global conglomerate with a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating potential for growth investors [11] - The company forecasts a year-over-year earnings growth of 2.9% for the current fiscal year, with an upward revision in earnings estimates for fiscal 2025 [12] - Danaher has an average earnings surprise of +8.5%, making it a noteworthy option for investors [12]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, helping investors select stocks with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum qualities, with A being the highest score indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Concentrates on a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks experiencing upward or downward trends, utilizing metrics like one-week price change and monthly earnings estimate changes [5] VGM Score - Combines the three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model based on earnings estimate revisions, aiding investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41%, significantly outperforming the S&P 500 [8] Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [10] - Stocks with lower ranks, even with high Style Scores, may still face downward price trends [11] Company Spotlight: Danaher Corporation - Danaher Corporation is a global conglomerate with a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating potential for growth investors [12] - The company has seen upward revisions in earnings estimates, with a Zacks Consensus Estimate of $7.70 per share for fiscal 2025 and an average earnings surprise of 8.5% [13]