Sharemaestro Newsreel

Sei Investments Co. Boosts Holdings in Lamar Advertising Company $LAMR

Sei Investments Co. increased its stake in Lamar Advertising Company (NASDAQ:LAMR) by 8.4% in the first quarter, now holding 86,715 shares valued at $11.0 million. Lamar Advertising reported strong first-quarter earnings, beating analyst estimates for both EPS and revenue, and institutional investors collectively own …

Uniti Group (NASDAQ: UNIT) exec has 17,224 shares withheld for taxes

Uniti Group's SEVP, General Counsel & Secretary, Daniel L. Heard, had 17,224 shares of common stock withheld on August 1, 2026, to cover tax obligations arising from the vesting of time-based restricted stock. The shares were valued at $9.72 each, and after this transaction, …

SBA Communications (NASDAQ: SBAC) Q2 2026 results and updated 2026 outlook

SBA Communications reported its Q2 2026 results, showing total revenues of $715.3 million and diluted EPS of $1.87, with site leasing revenue up 5.1%. The company also updated its full-year 2026 outlook, forecasting site leasing revenue between $2.651 billion and $2.676 billion, and declared …

Equinix upholds US$109mn expansion plan for São Paulo data centers

Equinix is moving forward with a US$109 million expansion plan for its São Paulo data centers, adding 1,300 cabinets in two phases by Q2 2027. This forms part of a larger Latin American build-out, with significant investments also directed towards Mexico, Chile, and Colombia, …

Should Iron Mountain Stock Be in Your Portfolio Ahead of Q2 Earnings?

Iron Mountain Incorporated (IRM) is set to release its Q2 2026 earnings on August 5th, with expectations of year-over-year growth in revenues and AFFO per share, driven by strong performance in its core storage and data center segments. Despite positive revenue projections, the company's …

MEDIA ALERT: Equinix to Speak at Upcoming Investor Conferences

Equinix, Inc. (Nasdaq: EQIX) announced that its executives will be presenting at two upcoming investor conferences: the KeyBanc Technology Leadership Forum on August 10, 2026, and the TD Cowen 12th Annual Communications Infrastructure Summit on August 11, 2026. Presentations will be available via webcast …

Iron Mountain Inc. stock rises Monday, still underperforms market

Iron Mountain Inc. (IRM) shares increased by 1.44% on Monday, closing at $124.08, while the broader market indices like the S&P 500 and Dow Jones also saw gains. Despite this rise, the stock still underperformed the S&P 500 Index and remains 7.87% below its …

RBC Capital Maintains Gaming and Leisure Properties Inc(GLPI.US) With Buy Rating, Cuts Target Price to $52

RBC Capital has reiterated its Buy rating on Gaming and Leisure Properties Inc (GLPI.US) but has adjusted its price target downwards to $52 from the previous target. This indicates a continued positive outlook on the company despite the revised price expectation.

Truist raises Weyerhaeuser stock price target on earnings beat By Investing.com

Truist Securities has increased its price target for Weyerhaeuser (NYSE:WY) shares from $27 to $28, maintaining a Hold rating, following the company's Q2 operating earnings per share of $0.13, which surpassed analyst estimates. Despite the stock appearing overvalued relative to its Fair Value according …

Dominion Energy adds more than 5GW of contracted data center load to its pipeline

Dominion Energy has increased its contracted data center load pipeline by over 5GW, an 11 percent rise from the previous year, now totaling more than 48GW. Despite this growth, the utility addressed recent grid disruptions in northern Virginia caused by data centers disconnecting. Additionally, …

Equinix, Inc. $EQIX Shares Sold by Rathbones Group PLC

Rathbones Group PLC reduced its stake in Equinix, Inc. (NASDAQ:EQIX) by 3.6% in the first quarter, selling 7,905 shares and retaining 214,132 shares worth approximately $209.9 million. Other institutional investors adjusted their positions, with 94.94% of the stock held by hedge funds. Equinix reported …

Quantinno Capital Management LP Has $15.14 Million Holdings in Digital Realty Trust, Inc. $DLR

Quantinno Capital Management LP significantly increased its stake in Digital Realty Trust, Inc. (NYSE:DLR) by 31.6% in the first quarter, now holding shares worth $15.14 million. Other institutional investors also adjusted their positions in the real estate investment trust, which reported mixed financial results …

Uniti Group Inc. (NASDAQ:UNIT) Receives Average Rating of "Hold" from Analysts

Uniti Group Inc. (NASDAQ:UNIT) has received an average "Hold" rating from nine analysts, with a consensus 12-month price target of $10.92. Recent quarterly results showed revenue exceeding estimates at $909.7 million, but the company reported a larger-than-expected loss of $0.68 per share. Despite record …

Edgestream Partners L.P. Buys Shares of 206,154 Dynex Capital, Inc. $DX

Edgestream Partners L.P. has acquired a new position of 206,154 shares in Dynex Capital, Inc. (NYSE:DX), valued at approximately $2.63 million. This purchase makes Edgestream Partners L.P. own about 0.10% of Dynex Capital's stock. Other institutional investors also increased their stakes in Dynex Capital, …

Will S&P 500 Lift American Tower (NYSE:AMT) This Week?

This article examines American Tower (NYSE:AMT) in the context of infrastructure and real estate stocks, alongside peers Crown Castle (NYSE:CCI) and SBA Communications (NASDAQ:SBAC). It highlights the importance of upcoming earnings and economic data for market analysis. The piece suggests monitoring orders, customer activity, …

Edgestream Partners L.P. Purchases 1,614 Shares of Equinix, Inc. $EQIX

Edgestream Partners L.P. significantly increased its stake in Equinix, Inc. by 147% in the first quarter, purchasing an additional 1,614 shares. This move is part of a broader trend of institutional investors modifying their holdings in Equinix, although some insider selling has also occurred. …

Edgestream Partners L.P. Makes New $2.39 Million Investment in Digital Realty Trust, Inc. $DLR

Edgestream Partners L.P. initiated a new position in Digital Realty Trust, Inc. (NYSE:DLR) by acquiring 13,247 shares valued at approximately $2.39 million during the first quarter. This investment is part of a broader trend of institutional investors and hedge funds adjusting their stakes in …

Crown Castle headquarters building fully leased with addition of 2 tenants

Crown Castle's headquarters building at 8020 Katy Freeway in Houston is now fully leased after securing two new tenants: Superior Energy Services and Arium Networks. These companies have leased a combined total of nearly 85,000 square feet. Crown Castle developed the building in 2021 …

Edgestream Partners L.P. Makes New Investment in Iron Mountain Incorporated $IRM

Edgestream Partners L.P. has acquired a new stake of 20,057 shares, valued at approximately $2.05 million, in Iron Mountain Incorporated (NYSE:IRM) during the first quarter. This comes as institutional investors collectively own 80.13% of the company, while insiders have recently sold shares totaling $17.36 …

Here's What Key Metrics Tell Us About SBA Communications (SBAC) Q2 Earnings

SBA Communications Q2 revenue rises to $715.3 million

SBA Communications posts Q2 earnings, revenue beat; Stock falls 2% on updated outlook

SBA Communications (SBAC) Surpasses Q2 FFO and Revenue Estimates

SBA Communications (NASDAQ:SBAC) Posts Quarterly Earnings Results, Beats Expectations By $0.02 EPS

A Dive into American Tower (AMT) International Revenue Trends and Forecasts

Digital Realty Trust (DLR) Is Down 5.3% After Raising 2026 Guidance Despite Weaker Q2 Profitability – Has The Bull Case Changed?

Digital Realty Trust (DLR) reported increased Q2 2026 sales and revenue but decreased net income and EPS year-over-year. Despite weaker recent profitability, the company raised its full-year 2026 guidance for total revenue and net income per diluted share, indicating management's confidence in future growth. …

Weyerhaeuser Puts Data Centre Land at a Premium to Standing Timber

Weyerhaeuser, the largest private timberland owner in the US, reported a strong quarter with $310 million in adjusted EBITDA. The company is strategically marketing land for data center development, which commands significantly higher prices than timber values. Weyerhaeuser is also advocating for data centers …

Should American Tower's Profit Jump, Raised Outlook and Buybacks Require Action From AMT Investors?

American Tower Corporation (AMT) reported strong Q2 2026 results with increased sales and net income, alongside an upgraded full-year outlook and ongoing share buybacks. While these positive indicators suggest management confidence and fundamental momentum, the company's high leverage and refinancing needs remain key risks …

F5 Integrates AI Guardrails with NVIDIA NeMo Guardrails to Strengthen Enterprise AI Security

F5 has launched F5 AI Guardrails, integrated with NVIDIA NeMo Guardrails, to enhance enterprise AI security by providing centralized policy enforcement and inspection for production AI applications. This solution addresses security challenges in moving AI from pilot to production by separating security enforcement from …

Iron Mountain selects Dominic Del Giudice as ANZ MD

Iron Mountain has appointed Dominic Del Giudice as its new ANZ managing director, where he will be responsible for leading the company’s commercial strategy and strengthening customer and partner relationships. With over 25 years of experience in consulting and technology, Del Giudice aims to …

Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold

Digital Realty Trust (NYSE:DLR) saw its stock decline by 5.3% over the past week, ending Friday at $188.52. The company's second-quarter results revealed that smaller leases and interconnection bookings, while consuming less power, generated significantly higher rent-per-kilowatt, contributing 52% of annualized rent. Despite increased …

Ventas’ Q2 Earnings Beat on Every Line. Is the Stock Already Priced For It?

Ventas (VTR) exceeded expectations in its Q2 2026 earnings, driven primarily by strong performance in its senior housing operating portfolio (SHOP), with 18% U.S. same-store NOI growth and significant occupancy gains. The company raised its full-year normalized FFO guidance and increased its 2026 investment …

Enterprise value to revenue forward of Crown Castle Inc. – NYSE:CCI

This article provides a brief financial overview of Crown Castle Inc. (NYSE: CCI), focusing on its enterprise value to revenue forward metric. The content indicates the market status (closed) and highlights that the financial data is provided by ICE Data Services and FactSet, with …

Lazard Asset Management LLC Sells 210,397 Shares of Uniti Group Inc. $UNIT

Lazard Asset Management LLC reduced its stake in Uniti Group Inc. (NASDAQ:UNIT) by 38.4% in the first quarter, selling 210,397 shares and retaining 337,197 shares valued at approximately $3.16 million. Despite institutional investors owning 87.51% of the company, analyst sentiment remains cautious, with a …

The Manufacturers Life Insurance Company Grows Holdings in Rayonier Inc. $RYN

The Manufacturers Life Insurance Company significantly increased its stake in Rayonier Inc. (NYSE:RYN) during the first quarter, raising its holdings by 114.6% to 802,279 shares valued at approximately $16.5 million. This move is part of broader institutional investor activity, with major funds like Vanguard …

First Trust Advisors LP Decreases Stake in Rayonier Inc. $RYN

First Trust Advisors LP significantly reduced its holdings in Rayonier Inc. by 29.7% in the first quarter, selling 154,152 shares but still retaining 364,279 shares valued at approximately $7.5 million. Despite institutional investors owning a large portion of the company, analyst sentiment leans cautious …