Sharemaestro Newsreel

Does SBAC’s 2026 Guidance And Capital Returns Change The Bull Case For SBA Communications?

284,400 Shares in Weyerhaeuser Company $WY Acquired by Erste Asset Management GmbH

Erste Asset Management GmbH acquired 284,400 shares of Weyerhaeuser Company (NYSE:WY) during the second quarter, valued at approximately $7 million. This purchase is part of broader institutional investment, with hedge funds and institutional investors collectively owning 82.99% of the company. Weyerhaeuser recently reported quarterly …

WY Looks 6.8% Undervalued on GF Value™ Despite Unprofitable Stat

Weyerhaeuser Co (NYSE: WY) announced a maintained quarterly dividend of $0.21 per share and raised its 2026 adjusted EBITDA guidance for its Strategic Land Solutions segment. Despite being unprofitable, its Price-to-Sales ratio is below historical and industry medians, suggesting limited growth expectations. The GF …

Blog: The Impact of U.S. Self-Storage Giants Entering Canada

U.S. self-storage companies are increasingly expanding into the Canadian market, drawn by its undersupplied nature and significant growth potential. This influx of investment means Canadian operators must enhance their strategies, focusing on automation, data-driven pricing, and specialized services for small businesses, while leveraging their …

Is Iron Mountain (IRM) Fully Valued After Record Q2 Results And A Raised Outlook?

Iron Mountain (IRM) has reported strong Q2 results with revenue up 19% year-over-year, driven by growth in its Data Center, ALM, and Digital businesses. The stock has seen significant appreciation, returning 52.11% year-to-date and 235.99% over five years. While one narrative suggests the stock …

ING will return $1.25B in note principal to holders Sept. 11

ING announced it will redeem two series of SEC-registered senior debt, totaling $1.75 billion, on September 11, 2026. The redemption will occur at the principal amount, with accrued interest paid to holders of record by September 10, 2026. The Bank of New York Mellon, …

Lamar’s Mixed Q2 Earnings and Guidance Shift Could Be A Game Changer For Lamar Advertising (LAMR)

Weyerhaeuser declares $0.21 dividend

* Weyerhaeuser (WY [https://seekingalpha.com/symbol/WY]) declares $0.21/share quarterly dividend [https://seekingalpha.com/pr/20619390-weyerhaeuser-company-declares-dividend-on-common-shares], in line with previous. * Forward yield [https://seekingalpha.com/symbol/WY/dividends/yield?source=news_bullet] 3.38% * Payable Sept. 18; for shareholders of record Sept. 4; ex-div Sept. 4. * See WY Dividend Scorecard, Yield Chart, & Dividend Growth. [https://seekingalpha.com/symbol/WY/dividends?source=news_bullet] MORE ON …

OUTFRONT Media (OUT), What Is Behind Its Latest Attention?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Why OUTFRONT Media's latest earnings and deals matter for investors OUTFRONT Media (OUT) has been in focus after reporting second quarter 2026 results, raising …

Iron Mountain Chief Commercial Officer Sells 11,839 Shares for $1.5 Million

Key Points McIntosh realized ~$1.5 million through the disposal of shares on August 6, 2026. The transaction represented 13% of the insider's total direct equity holdings in the company. The activity involved the exercise of stock options followed by the immediate sale of the …

Cohen & Steers Trims PACS Group Stake in Tactical Portfolio Adju

Cohen & Steers, Inc. reduced its stake in PACS Group Inc (NYSE:PACS) by 18.93% on July 31, 2026, selling 1,727,000 shares at $46.01 each. This tactical adjustment, which had a modest portfolio impact of -0.14%, leaves the firm with 7,396,136 shares. Despite strong operational …

Weyerhaeuser Company Declares Dividend on Common Shares

Weyerhaeuser Company (NYSE: WY) announced a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to shareholders of record as of September 4, 2026. This dividend is part of the company's cash return framework which includes a quarterly base cash …

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are …

Weyerhaeuser Sets Sept. 18 Cash Payout Date for Shareholders

Weyerhaeuser (NYSE: WY) has declared a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to shareholders of record as of September 4, 2026. This dividend is part of the company's framework to return 75-80% of annual Adjusted Funds Available …

American Tower REIT stock underperforms Thursday when compared to competitors despite daily gains

American Tower REIT (AMT) shares advanced 2.21% on Thursday, reaching $174.19, despite underperforming compared to some competitors. The gains occurred during a favorable trading session where the S&P 500 Index and Dow Jones Industrial Average also saw increases. This marks the third consecutive day …

Judge sets framework for Nine PBS to retrieve archival data

A Denver District Court judge has established a framework for Nine PBS to retrieve approximately 50 terabytes of archival data from Iron Mountain Data Centers. The St. Louis station sued Iron Mountain after being denied access to its materials due to a dispute involving …

First Horizon's new Houma manager brings more than 45 years' banking experience

First Horizon Bank has appointed Harvey Authement, Jr. as the Banking Center Manager for its Houma location. Authement brings over 45 years of banking experience, including leadership roles at Synergy Bank and First National Bank of Houma, and a strong history of community involvement. …

Lobbyists push for declaration that felling trees helps the climate

Lobbyists representing companies like IKEA and Weyerhaeuser are attempting to persuade the Greenhouse Gas Protocol to adopt controversial carbon accounting rules that suggest felling trees can be climate-positive. This move has led to resignations and strong objections from scientists and environmental groups who argue …

Is Lamar Advertising Worth Holding as Growth Meets a Rich Valuation?

Lamar Advertising Company LAMR has entered the second half of 2026 with firmer operating momentum, higher cash generation and an improved full-year outlook. Second-quarter results exceeded expectations, supported by broad demand and faster digital growth. The question is whether that progress is enough to …

Lamar Advertising's Higher AFFO Outlook Highlights Digital Momentum

Lamar Advertising Company LAMR raised its 2026 adjusted funds from operations (AFFO) per-share outlook after second-quarter results exceeded internal expectations. The increase reflects firmer revenue growth, better cash generation and accelerating digital demand. The investor question is whether that momentum can persist through the …

Lamar Advertising (LAMR) Q2 2026 Earnings Call Transcript

Iron Mountain Inc. stock outperforms competitors on strong trading day

Iron Mountain Inc. (IRM) shares rose 1.82% to $126.62 on Thursday, outperforming the broader market. This marked the fourth consecutive day of gains for the stock, as the S&P 500 Index and Dow Jones Industrial Average also saw increases.

Shentel Business signs MSA with a large hyperscaler

Shentel Business has signed a master service agreement (MSA) with an unnamed hyperscaler data center operator, positioning itself to pursue high-capacity fiber and lit service opportunities. The company's extensive fiber network of over 19,000 route miles, including recent acquisitions, connects key data center hubs …

AI boom drives plans for Pennsylvania data-center-only power plants, with 5 gigawatts reserved

The surge in AI and cloud workloads is driving plans for new power plants in Pennsylvania specifically dedicated to data centers. A joint venture between PPL Corp. and Blackstone Infrastructure, called Invitium Energy, has reserved over 5 gigawatts of combined-cycle gas turbines and identified …

Gaming and Leisure Properties (NASDAQ:GLPI) Price Target Raised to $50.00

Scotiabank has raised its price target for Gaming and Leisure Properties (NASDAQ:GLPI) to $50.00 from $49.00, maintaining a "sector perform" rating and suggesting a 15.2% upside. The REIT currently holds a "Moderate Buy" consensus rating with an average price target of $50.20 from analysts. …

Fermi Q2 Earnings Call Highlights

Key Points Interested in Fermi Inc.? Here are five stocks we like better. Commercial milestone: Fermi signed a binding agreement with TensorWave for up to 650 MW, starting with a 15-year, 222 MW commitment valued at approximately $6.5 billion in revenue. Construction and revenue …

MPLS vs SD-WAN: Building a faster, lower-cost network

This article explains the shift from traditional MPLS networks to SD-WAN for enterprises seeking lower costs and greater flexibility. It highlights how Equinix Fabric can replace MPLS backbone connectivity, enabling the rapid deployment of a global, API-managed WAN in conjunction with carrier Ethernet and …

Fermi Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:FRMI) 2026-08-13

Rayonier (RYN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 10 a.m. ET CALL PARTICIPANTS Vice President of Capital Markets and Strategic Planning - Collin MingsPresident and Chief Executive Officer - Mark McHugh TAKEAWAYS Net Income Attributable to Rayonier -- $19.1 million or …

Do Options Traders Know Something About American Tower Stock We Don't?

Investors in American Tower Corporation AMT need to pay close attention to the stock based on moves in the options market lately. That is because the Jan. 15, 2027 $90.00 Call had some of the highest implied volatility of all equity options today. What …

Fermi Inc. Announces Q2 2026 Earnings and Files Form 8-K with SEC

Lamar Advertising acquires AdSource in billboard UPREIT deal

Lamar Advertising Company has acquired AdSource Outdoor Advertising assets, adding over 230 billboard faces in Louisiana to its portfolio. This transaction marks the second UPREIT deal in the billboard industry, allowing AdSource owners to receive common units of Lamar LP that track the value …

Clutter by Iron Mountain Reimagines Personal Storage, Delivering a Premium Managed Storage Solution

Clutter by Iron Mountain has relaunched its managed personal storage service, offering a premium alternative to traditional self-storage. This service combines enterprise-level logistics, secure facilities, and digital access, backed by Iron Mountain's 75-year legacy of asset protection. It aims to simplify personal storage by …