Track market-moving stories before they get noisy

Franco-Nevada Corporation (TSX:FNV) reported fourth quarter earnings that surpassed analyst expectations, driven by higher revenue and increased gold equivalent ounce (GEO) sales.

The royalty and streaming company posted adjusted earnings of $1.85 per share for the fourth quarter of 2025, beating the consensus estimate of $1.67.

Revenue for the quarter totaled $597.3 million, ahead of the $542 million analysts had expected. Quarterly revenue rose 86% from the same period a year earlier, reaching a record level.

Franco-Nevada sold 141,656 GEOs during the quarter, up 18% year-over-year, while net GEOs sold increased 21% to 129,690.

Operating cash flow rose 76% to $426.5 million, while adjusted EBITDA reached $541.2 million, or $2.81 per share, and net income increased 110% to $367.7 million, or $1.91 per share.

Adjusted net income stood at $356.2 million, or $1.85 per share, both quarterly records for the company.

For the full year 2025, Franco-Nevada reported revenue of $1.82 billion, up 64% from 2024, and GEO sales of 519,106, including 11,208 GEOs from the Cobre Panamá mine.

Net GEOs sold totaled 469,819, a 15% increase. Annual operating cash flow rose 80% to $1.49 billion, adjusted EBITDA increased 74% to $1.66 billion ($8.59 per share), and net income more than doubled to $1.11 billion ($5.77 per share). Adjusted net income rose 74% to $1.08 billion ($5.58 per share), all new records for the company.

Jefferies analysts highlighted the quarterly beat, noting that adjusted EPS of $1.85 beat our estimate of $1.65 and adjusted EBITDA of $541 million also beat their estimate of $469 million.

The firm attributed the outperformance to stronger-than-expected sales and cash costs, adding that GEO sales of 142,000 exceeded both their 137,000 estimate and the consensus of 132,000.

Looking ahead, Franco-Nevada’s 2026 guidance is in line with expectations, targeting 510,000–570,000 GEOs while excluding contributions from Cobre Panamá. Jefferies believs that this leaves “upside optionality,” noting a potential restart at Cobre Panamá could be a positive catalyst and support a re-rating toward preclosure levels.

Jefferies maintained a ‘Hold’ rating on the stock and increased its price target slightly to $269 from $268, based on updated production forecasts and Q4 actuals.

Shares of Franco-Nevada were up 1% at about $265 on Wednesday afternoon.

Supermarket Income REIT (LON: SUPR - Get Free Report) insider Frances Davies acquired 30,000 shares of the company's stock in a transaction that occurred on Friday, March 13th. The stock was acquired at an average cost of GBX 84 per share, for a total transaction of £25,200. Supermarket Income REIT Stock Up 0.7% Shares of SUPR

Rogers Communication (NYSE:RCI) reported what management described as a “solid” first quarter of 2026, highlighting service revenue and adjusted EBITDA growth, margin expansion, sharply lower capital spending, and stronger free cash flow. Executives also emphasized a major shift in the company’s 2026 capital allocation plans amid what they called a low-growth and heavily promotional competitive environment, alongside ongoing efforts to “surface” the value of its sports and media assets.

Quarterly performance: revenue and EBITDA up, margins expanded President and CEO Tony Staffieri said the company delivered higher service revenue and adjusted EBITDA in the quarter, with “free cash flow accelerated and debt leverage further reduced.” He also pointed to “industry-leading margins in both wireless and cable,” and said the media business posted strong revenue growth and a “significant improvement in EBITDA.”

Chief Financial Officer Glenn Brandt provided consolidated figures, reporting total service revenue increased 10% year-over-year to CAD 4.9 billion, while adjusted EBITDA rose 5% to CAD 2.4 billion. Capital expenditures declined to CAD 0.8 billion, down 17%, and capital intensity improved 500 basis points to 14.7%. Brandt said free cash flow increased by CAD 0.2 billion, up 32% from a year earlier.

On the balance sheet, Brandt said leverage was 3.8x at March 31, down from 3.9x at year-end. He added that liquidity totaled CAD 6 billion, including CAD 1.4 billion of cash and equivalents and CAD 4.6 billion of available credit facilities. During the quarter, Rogers issued an aggregate CAD 2.3 billion of subordinated notes, which Brandt said helped strengthen liquidity and the balance sheet.

Wireless: promotional pressure, but net adds were positive Staffieri said the first quarter is typically seasonally quiet for wireless, but the market saw “aggressive wireless promotional activity from competitors, driven by supply rather than demand.” He said Rogers “did not lead on pricing aggression,” instead emphasizing network differentiation and bundled value propositions such as “the best 5G Plus network,” multi-line value, Rogers Satellite coverage, rewards tied to the Rogers Red Mastercard, and “Beyond the Seat” sports and entertainment access.

As promotions intensified later in the quarter, Staffieri said the company “participate[d] selectively” and, when matching on price, saw its “brand and value proposition resonated strongly.” Rogers ended the quarter with 33,000 net adds, while wireless margins improved by 40 basis points to 65%, and service revenue was stable, he said.

Brandt said wireless adjusted EBITDA was up 1% year-over-year on cost efficiencies. He reported 33,000 total mobile phone net additions, including 28,000 postpaid net adds, which he said was up 17,000 year-over-year and above initial expectations. He also disclosed mobile phone ARPU of CAD 55.60, down about CAD 1.30 or 2.4%, and postpaid mobile phone churn of 1.22%, up 21 basis points.

Looking ahead, Staffieri told an analyst that Rogers still sees organic wireless volume growth of about 2% to 2.5%, largely from penetration gains, but said expectations for ARPU growth have weakened. He also said the company continued to see promotional pricing in certain segments after quarter-end that it viewed as “irrational and below cost metrics by any measure.”

Cable: positive internet net adds and 58% margin In cable, Staffieri said Rogers delivered positive internet loading and continued margin expansion. The company posted 7,000 retail internet net additions. Cable service revenue and adjusted EBITDA both rose 1%, and after adjusting for the prior-year sale of data centers, Staffieri said both were up 2% organically. Cable margins improved by 30 basis points to 58%.

In response to a question about broadband competition and satellite, Staffieri said the market is maturing and customers are focused on “reliable internet and secure internet.” He said Rogers’ fixed wireless access/5G home internet offering was “working well” in consumer and especially small business segments. On satellite broadband, he said Rogers was not seeing “anything significant in terms of change,” describing it as “largely a rural play” with limitations, and said Rogers’ product remained “a very good competitive advantage over satellite.”

Sports and media: revenue near CAD 1 billion, monetization plans reiterated Rogers’ Sports & Media results reflected the consolidation of MLSE, executives said. Staffieri reported Q1 revenue was up 82% to “just under CAD 1 billion.” He said adjusted EBITDA was at break-even due largely to the timing of rights fees, but represented a CAD 60 million year-over-year improvement.

Brandt similarly said Sports & Media revenue increased 82%, “primarily driven by the consolidation of MLSE,” and also cited higher subscriber revenue from the launch of the “Warner Bros. Discovery suite of channels.” He said the mix and flow-through resulted in breakeven adjusted EBITDA, a CAD 63 million year-over-year improvement.

Management reiterated plans to complete the purchase of the remaining 25% minority interest in MLSE in the second half of 2026. Staffieri said that after closing, Rogers plans to combine its sports and media assets and “bring in external investors for a minority interest” in an entity it estimates would have a value “in excess of CAD 25 billion,” with proceeds used to pay down debt.

Asked about the basis for the valuation estimate, Staffieri said it is built from “publicly available information,” including Forbes and Sportico valuations for sports teams, plus valuations for businesses such as live entertainment and Rogers’ media assets including Sportsnet and Sportsnet+. He added that sports streaming valuations can carry “a significant value premium.”

When asked whether Rogers could wait longer to pursue a minority investment given rising sports franchise values, Brandt said the company remained committed to “surfacing the value” of the assets through a recapitalization and reiterated that the market value of those assets “currently are not part of the RCI share price.”

Capital spending cut drives a major free cash flow upgrade The most significant update from the call was an overhaul to 2026 capital spending and free cash flow expectations. Staffieri said Rogers reduced planned capital spending by 30% versus last year, with updated 2026 CapEx guidance of CAD 2.5 billion to CAD 2.7 billion, implying capital intensity of about 12%. He said the company now expects 2026 free cash flow of CAD 4.1 billion to CAD 4.3 billion, an increase of roughly CAD 800 million from last year, and plans to use the added cash flow to accelerate debt reduction.

Brandt said the reduction reflects Rogers nearing the end of a major investment period, noting the company invested about CAD 12 billion in CapEx over the past three years across wireless and wireline networks and IT infrastructure. He also tied the lower run-rate to “slower growth opportunities” driven by aggressive discounting and a regulatory environment that “increasingly disincentivizes” capital investment.

In the Q&A, Brandt said the reductions are largely a “reprioritization” and “general lengthening of the delivery schedule,” with projects being pushed further out. He also said the company expects to sustain the lower investment level beyond 2026, though he did not provide specific numbers for later years. Brandt added that sustaining the lower capital intensity has the “potential capacity” to reduce leverage by an additional 40 to 50 basis points over the next four years.

On whether the change represents a deferral or a true cut, Brandt argued it is a long-term lower run-rate rather than a one-year pushout. Staffieri added that “deferral is one of three items” contributing to lower capital spending, saying: “First and foremost, there are projects we’re just canceling.” He said Rogers no longer sees “the economics in building in certain areas” due to regulatory policy, and also cited continued capital efficiency improvements and pacing projects to align with revenue.

Regulatory issues surfaced repeatedly. Staffieri told an analyst that policies allowing network access at “subsidized rates” without meaningful investment commitments create “false economics” and said the company wants policies that “encourage investment, reward investment, and incent companies like Rogers to continue to take risks.”

Brandt also indicated Rogers expects some restructuring costs during the year, calling them a “minor element” related to lower capital spend and also tied to planned synergies across the MLSE and sports and media transaction. He said many savings are expected to come from reduced third-party supplier costs and improved contract efficiencies, some of which he expects can be achieved without restructuring charges.

About Rogers Communication (NYSE:RCI) Rogers Communications Inc is a Canadian integrated communications and media company headquartered in Toronto, Ontario. The company provides a broad range of telecommunications services to residential and business customers across Canada, including wireless voice and data services, cable television, high-speed internet, and home phone services. In the enterprise market it offers managed IT, data center and cloud solutions, networking and connectivity services targeted to small businesses, large enterprises and public sector clients.

In addition to connectivity services, Rogers operates a significant media portfolio that includes national and regional television and radio assets, sports broadcasting properties and other content businesses.

Read More Five stocks we like better than Rogers Communication

Rogers Communications (RCI +0.62%) stock posted substantial gains over the last week of trading. The company's share price gained 8.2% across the stretch and had briefly been up as much as 11.7%. Meanwhile, the S&P 500 gained roughly 0.5% in the week, and the Nasdaq Composite's level rose 1.5%.

Stocks broadly moved higher this week on hopes that the war in Iran will continue winding down, and Rogers stock also got a boost from the company's first-quarter results. Despite the post-earnings pop this week, Rogers is still down 4.4% year to date.

Image source: Getty Images.

Rogers posted strong Q1 results Rogers recorded earnings per share of 1.01 Canadian dollars (CAD) on revenue of 5.48 billion CAD. While the company's per-share profit came in roughly 0.01 CAD below expectations, the performance still represented an improvement over the earnings of 0.99 per share recorded in the prior-year period. More importantly, sales for the period grew 10% year over year and significantly exceeded the average Wall Street analyst estimate. With the business unexpectedly posting double-digit sales growth in the quarter, the modest miss on earnings looks like no real concern.

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What's next for Rogers? Rogers is guiding for annual revenue to increase between 3% and 5% this year. While that suggests a significant deceleration compared to the growth rate in Q1, it reiterated the guidance management issued with the company's Q4 report -- and recent momentum suggests the business could post performance at the higher end of that target range. Competition in the telecom space is likely to remain intense, but the company's recent quarterly report and guidance were encouraging because they support the thesis that the business is still capable of at least delivering mid-single-digit growth.

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool recommends Rogers Communications. The Motley Fool has a disclosure policy.

– Iconic brand expands to Canada with a new international series inspired by 20+ year TV legacy – 
– Production is currently underway in Newfoundland, Nova Scotia, and the North Atlantic –

TORONTO, May 07, 2026 (GLOBE NEWSWIRE) -- Rogers Sports & Media today announces the greenlight of Deadliest Catch: Northern Edge, a bold new Canadian iteration of the legendary Deadliest Catch brand from Warner Brothers Discovery. The new Canadian original series is slated to premiere Winter 2027 on Discovery in Canada. Produced by Attraction and Fremantle’s Original Productions, in association with Discovery US, Deadliest Catch: Northern Edge consists of eight 60-minute episodes, with production currently underway in Newfoundland, Nova Scotia, and the North Atlantic.

Deadliest Catch has revolutionized television with best-in-class cinematography, visceral storytelling, and unforgettable characters at sea. Deadliest Catch: Northern Edge carries that legacy north, following a new fleet of captains and plunging viewers into one of the most dangerous fisheries on the planet – the frozen North Atlantic. This additional chapter in the Deadliest Catch series introduces a new cast of captains, offering fresh perspectives and untold stories in an exploration of this resilient fishing community as they navigate challenges in one of the most unforgiving environments.

Under the icy surface of the North Atlantic lies the largest crab biomass in the world – and everyone wants their share of the billion-dollar bounty. For generations, Newfoundlanders and Nova Scotians have built this fishery one crab at a time, forging one of the largest and most lucrative catches in the world. With smaller boats and towering waves, it’s a high-stakes gamble.

With a passionate fanbase built over two decades, Deadliest Catch remains a powerhouse for Discovery in Canada, ranking as the network’s #1 series in 2025* and reaching more than 1.6 million Canadians.

“Deadliest Catch has defined best-in-class factual television for more than 20 years,” said Kale Stockwell, Head of Original Programming, Rogers Sports & Media. “With Deadliest Catch: Northern Edge, we’re proud to bring this iconic format to Canada as the first international adaptation, telling a distinctly Canadian story of grit, heritage, and survival in one of the world’s most unforgiving oceans.”

“It’s exciting to see the legendary Deadliest Catch series venture into new waters,” said Jeff Hasler, President of Original Productions. “For more than two decades, it has captured the reality of one of the world’s most dangerous jobs through the singular storytelling skills of the Original Productions team. Now, we’re expanding that story, further highlighting the resilience, skill, and sacrifice of the fishing community, and the vital role they play in society.”

“Deadliest Catch: Northern Edge was developed through a deal negotiated by Fremantle Canada and reflects how the company is leveraging its global production expertise to create locally resonant content,” said Michela DiMondo, Executive Vice President Distribution Canada, International, Fremantle.  “We’re excited to expand one of our most successful brands with a version tailored to put Canadian fishermen on the world stage.  The series will explore the real and nuanced challenges uniquely faced by Canada’s fishing communities.”

“Attraction is honoured to collaborate with Rogers, Fremantle, and Original Productions,” said Richard Speer, President of Attraction. “This partnership aims to introduce this legendary format to the Canadian market while celebrating the enduring strength of Atlantic Canadians.”

Deadliest Catch: Northern Edge is produced by Attraction and Original Productions, in association with Discovery Canada and US, and is inspired by the Deadliest Catch series owned by Warner Brothers Discovery.

*Source: Numeris. Ind 2+ Discovery Channel, AMA (originals) & Cume Reach (all airings), 2025 CY

About Attraction
An award-winning leader in the production and distribution of content since 2002, Attraction is a major player in the North American entertainment industry across all genres and platforms in both French and English. From a diverse slate of television series and documentaries including the award-winning Who Killed The Montreal Expos?, LOL Quebec, Bon Cop Bad Cop, Dans l’oeil du dragons, En direct de l'univers, How Did They Fix That?, the high-octane factual Harbour series West Harbour Heroes and East Harbour Heroes, Claw Hunters, Secret Agents of the Underground Railroad, Forensic Factor, Nuls en Chef, Karaoke Club, Mr Big, and Mégantic to beloved films like C.R.A.Z.Y., Mafia Inc., and Coco Ferme, Attraction content can be seen around the globe on Netflix, Amazon Prime, Paramount+, Crave, CBC, Investigation Discovery, The Weather Channel, and TVA.

About Original Productions (A Fremantle Company)
Based in Los Angeles, Original Productions (OP) is a production company that believes in telling engaging stories about the people and world around us. Original Productions, a Fremantle company, produces hundreds of hours of authentic unscripted programming each year, making it one of the largest innovators of content in the US. More than 180 countries worldwide are watching their shows.

OP’s diverse portfolio showcases big, bold ideas, told in a well-crafted way by some of the industry’s most renowned and engaging storytellers. Partnering with the likes of Frank Marshall, Reginald Hudlin, Byron Phillips, Tiller Russell, Laura Gabbert and Ricki Stern, OP has been escalated to the center of current cultural conversations.

In addition to their enormously successful reality series Deadliest Catch and Bering Sea Gold on Discovery and Race to Survive on USA, OP has brought to TV feature-length documentaries that examined the college loan crisis with Loan Wolves (MSNBC) and took an in-depth look at what draws people to extremist beliefs in A Radical Life (discovery+). Ottolenghi and the Cakes of Versailles (IFC Films) followed a chef’s exploration of history and culture by utilizing pastry as art, while Phat Tuesdays (Prime Video) shed light on the plight of black comedians in the 90’s. Their Waco: American Apocalypse docuseries (Netflix) provided an immersive account of the 51-day standoff between the Branch Davidians and federal agencies, and Rather (Netflix) explored epic moments in American journalism through the lens of Dan Rather. In addition, OP’s Oklahoma City Bombing: American Terror premiered as Netflix’s No. 1 movie in the U.S.

About Rogers Sports & Media
Rogers Sports & Media is a diverse sports and content company that engages more than 30 million Canadians monthly. The company's dynamic portfolio of media assets includes 50 radio stations, 67 community TV channels, 30 conventional and specialty television channels, and more. Rogers Sports & Media delivers unique storytelling through its range of powerful brands: HGTV, Food Network, Bravo, Citytv, Discovery, ID, OMNI Television, FX, Breakfast Television, 98.1 CHFI, KiSS, CityNews and Sportsnet – Canada's #1 sports network. Rogers Sports & Media is a subsidiary of Rogers Communications Inc. (TSX, NYSE: RCI). Visit rogerssportsandmedia.com.

  Media Contacts  
Discovery – Alessia Staffieri,

[email protected], 647.262.8412 

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/515b237f-a83d-42dc-ab70-9e002cba2624

Rogers Sports & Media Greenlights New Canadian Series Deadliest Catch: Northern Edge for Discovery i... Rogers Sports & Media today announces the greenlight of Deadliest Catch: Northern Edge, a bold new C...

2 hours ago

Starbucks Sees Unusually High Options Volume (NASDAQ:SBUX)MarketBeat

Starbucks Corporation (NASDAQ:SBUX - Get Free Report) was the target of some unusual options trading on Thursday. Stock investors bought 43,990 call options on the company. This represents an increase of 53% compared to the typical volume of 28,843 call options.

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HOUSTON--(BUSINESS WIRE)--RCI Hospitality Holdings, Inc. (Nasdaq: RICK) received a letter from the Listing Qualifications Department of The Nasdaq Stock Market on Friday, May 8, 2026, notifying the Company that it is in compliance with Listing Rule 5250(c)(1) based on the May 7, 2026, filing of its Form 10-Q for the fiscal 2026 first quarter ended December 31, 2025. Accordingly, this matter is now closed with Nasdaq. RCI also said it has filed a Form 12b-25 reporting that the Company has not ha.

A month has gone by since the last earnings report for Rogers Communication (RCI - Free Report) . Shares have lost about 1.9% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Rogers Communication due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Rogers Communication, Inc. before we dive into how investors and analysts have reacted as of late.

Rogers Communications Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Rogers Communications (RCI - Free Report) reported first-quarter 2026 adjusted earnings of 74 cents per share, beating the Zacks Consensus Estimate by 1.37% and up 7.2% year over year.

Revenues of $4.00 billion beat the consensus mark by 1.39% and increased 15.3% year over year.

In domestic currency (Canadian dollar), adjusted earnings increased 2% year over year to C$1.01 per share.

Total revenues increased 10.2% year over year to C$5.48 billion, primarily driven by growth in the Media businesses. Total service revenues increased 10.5% year over year to $4.91 billion in the quarter.

Q1 Segmental Details of RCI

Wireless Details

Wireless revenues (47.3% of total revenues) increased 1.8% year over year to C$2.59 billion. Wireless Service revenues rose 0.2% to C$2.03 billion. Equipment revenues increased 8.1% to $560 million.

Monthly mobile phone ARPU was C$55.6, down 2.4% year over year.

As of March 31, 2026, the prepaid mobile phone subscriber base totaled 1.21 million, an increase of 76K subscribers year over year. The monthly churn rate was 4.02% compared with 3.34% reported in the year-ago quarter.

As of March 31, 2026, the postpaid wireless subscriber base totaled 11.02 million, representing net additions of 244K subscribers year over year. The monthly churn rate was 1.22% compared with 1.01% in the year-ago quarter.

Segment operating expenses increased 2.8% year over year to C$1.27 billion.

Adjusted EBITDA increased 0.9% year over year to C$1.32 billion. Adjusted EBITDA margin expanded 40 basis points (bps) on a year-over-year basis to 65.1%.

Cable Details

Cable revenues (35.5% of total revenues) increased 0.7% year over year to C$1.95 billion.

Service revenues grew 0.7% year over year to C$1.94 billion. Equipment revenues decreased 9.1% on a year-over-year basis to C$10 million.
As of March 31, 2026, the retail Internet subscriber count was nearly 4.504 million, representing a net increase of 208K subscribers year over year.

As of March 31, 2026, total Smart Home Monitoring subscribers reached 157K, indicating an increase of 19K subscribers. The total Home Phone subscriber count was nearly 1.36 million, reflecting a loss of 122K customers in the reported quarter.

Monthly ARPA was C$133.16, lower than the C$136.97 reported in the year-ago quarter.

Segment operating expenses declined 0.1% year over year to C$826 million.

Adjusted EBITDA increased 1.3% year over year to C$1.12 billion. Adjusted EBITDA margin expanded 30 basis points on a year-over-year basis to 57.6%.

Media Details

Media revenues (18% of total revenues) jumped 82.3% year over year to C$988 million. Media’s gains were tied to the inclusion of MLSE, higher Toronto Blue Jays revenues and higher subscriber revenues linked to the launch of the Warner Bros. Discovery suite of channels, partly offset by lower advertising revenues.

Segment operating expenses increased 63.3% year over year to C$988 million.

Consolidated Results

Operating costs increased 14.5% to C$3.12 billion. As a percentage of revenues, operating costs expanded 220 bps to 56.9%.

Adjusted EBITDA increased 5% year over year to C$2.36 billion. Adjusted EBITDA margin contracted 220 bps to 43.1%.

Balance Sheet & Cash Flow Details

As of March 31, 2026, Rogers Communications had C$6 billion of available liquidity, including C$1.4 billion in cash and cash equivalents and C$4.6 billion available under bank and other credit facilities. In comparison, the company had C$5.9 billion of available liquidity as of Dec. 31, 2025, including C$1.3 billion in cash and cash equivalents and C$4.5 billion available under bank and other credit facilities.

Rogers Communications’ debt leverage ratio was 3.8 times as of March 31, 2026, improved from 3.9 times as of Dec. 31, 2025.

Cash flow from operating activities was C$1.50 billion, up 15.4% year over year from C$1.30 billion.

Free cash flow was C$776 million compared with C$1.02 billion generated in the previous quarter. On a year-over-year basis, it increased 32.4%, primarily due to lower capital expenditures and higher adjusted EBITDA.

Rogers Communications paid dividends worth C$270 million and declared a C$0.50 per share dividend on Tuesday.

RCI’s 2026 Guidance

For 2026, RCI maintained total service revenue growth and adjusted EBITDA growth ranges unchanged at 3%-5% and 1%-3%, respectively.

Capital expenditures are now projected to be in the range of C$2.5 billion to C$2.7 billion, below the prior guidance range of C$3.3 billion to C$3.5 billion. Free cash flow guidance has been raised between C$4.1 billion and C$4.3 billion, higher than the earlier range of C$3.3 billion to C$3.5 billion.

Since the earnings release, investors have witnessed a downward trend in fresh estimates.

At this time, Rogers Communication has a poor Growth Score of F, a score with the same score on the momentum front. However, the stock was allocated a score of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

Estimates have been broadly trending downward for the stock, and the magnitude of these revisions looks promising. Notably, Rogers Communication has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

– Production for new season of Hudson & Rex gets underway this June in St. John’s –

Stream it on Citytv+ 
Download Assets 

TORONTO, May 28, 2026 (GLOBE NEWSWIRE) -- Citytv today announced the return of its hit original series Hudson & Rex this fall with an action-packed 12-episode new season. John Reardon returns as Detective Charlie Hudson and is reunited with his trusted canine-partner Rex, alongside returning cast members Mayko Nguyen (Dr. Sarah Truong), Kevin Hanchard (Superintendent Joseph Donovan), Justin Kelly (Tech Analyst Jesse Mills) and Luke Roberts (Detective Mark Hudson). 

“I’m excited to step back into the role of Charlie as Hudson and Rex moves into its next chapter,” said John Reardon. “The series has earned a passionate audience around the world, and I’m grateful for the continued support. I’m looking forward to beginning production on the new season with the cast, crew, creative team, production, and network partners - and to sharing more adventures with Rex and the fans.” 

Production for the new season is scheduled to begin in June in St. John’s, Newfoundland. When viewers last saw Charlie Hudson, he was heading to South America in search of his missing brother, Jack. Next season will see Charlie shocking everyone with his return to St. John’s with one final task to accomplish before putting the Belize nightmare behind him. Charlie’s return creates a complicated dilemma for loyal Rex and sets off a chain reaction inside the St. John’s Police Department. 

“John is a talented actor and we’re incredibly pleased to have him return as Detective Charlie Hudson,” said Christina Jennings, Chairman & CEO, Shaftesbury. “We know that fans missed him and so did we. We look forward to getting back to work and bringing fans an exciting new season.” 

“Hudson and Rex has been a staple on the Citytv schedule for nearly a decade and we’re thrilled to bring it back for viewers with John returning as Charlie for another season of action-packed crime-solving drama,” said Kale Stockwell, Head of Original Programming, Rogers Sports & Media.

Produced by Shaftesbury and Pope Productions Ltd., in association with Citytv and Beta Film, the new 12-episode season builds on its passionate and loyal fanbase. Hudson & Rex has been sold to more than 100 territories including the United States, Italy, Germany, and France. Sherry White is the series showrunner and Christina Jennings, Scott Garvie, Lisa Porter, John Reardon, Kevin Hanchard and Sherri Davis serve as executive producers. Beta Film handles the distribution of Hudson & Rex. 

Social Media Links 
Hudson & Rex and Citytv on Instagram 
Citytv on Facebook 

About Citytv  
A distinctive alternative to conventional programming, Citytv and Citytv streaming (Citytv+) is home to bold dramas, fan-favourite reality TV, Canadian originals, as well as local news and entertainment programs such as CityNews and Breakfast Television. Citytv is a part of Rogers Sports & Media, a division of Rogers Communications Inc., Canada’s leading communications and entertainment company (TSX, NYSE: RCI).

About Shaftesbury 
Shaftesbury is an award-winning creator and producer of original content, founded by Christina Jennings, Chairman and President. For more than three decades, the company has been at the forefront of Canadian screen-based storytelling, building internationally successful series and franchises that reach audiences worldwide. Shaftesbury’s productions include the globally acclaimed drama Murdoch Mysteries, now in its 19th season, and Hudson & Rex, both airing in over 120 countries. One of Canada’s longest-running dramas, Murdoch Mysteries has generated more than $1 billion in economic output in Ontario and contributed over $766 million to Canada’s GDP. The series has expanded into new formats and audience experiences, including live symphony performances, educational initiatives, immersive fan activations, and the digital companion series Macy Murdoch, which extends the Murdoch Mysteries universe onto Roblox. Shaftesbury’s portfolio spans scripted drama, comedy, and genre programming, including the horror anthology Slasher and its latest instalment Hell Motel, the international thriller Departure which went to #1 on Netflix in 40 countries, the Irish-Canadian co-production SisterS, and Irish Blood, Acorn TV’s highest-rated series. Current projects include the dark crime drama The Borderline, now streaming on Crave, the upcoming comedy series Slo Pitch, and Granville Girls, a newly announced Netflix series. 

About Pope Productions 
Pope Productions is a St. John’s-based media production company founded by the late Paul Pope, currently helmed by producer Lisa Porter. The company has produced all seasons of HUDSON & REX. Features and MOWs include the CBC comedy A Christmas Fury and festival favourites Hunting Pignut, Beat Down and Grown Up Movie Star, which scored a Special Jury Prize at Sundance for Tatiana Maslany. Documentaries include It’s Mental, Heavy Weather Presents, the multi-award-winning My Left Breast, Legends and Lore of the North Atlantic, and Going the Distance. From the historical dramatic miniseries Above and Beyond, to the classic comedy Rare Birds, and the outrageous series Drunk and on Drugs: The Happy Funtime Hour, Pope Productions’ rich repertoire reflects its deep commitment to a vibrant production industry both in Newfoundland and nationally. 

About Beta Film 
A leading European independent film and television group, Beta produces, finances, and distributes television and film for the global market. With over 30.000 hours of content, we manage one of the largest libraries in Europe, including numerous Oscar and Emmy-winning productions. For more than 65 years, we have been nurturing strong partnerships with creatives, broadcasters, streamers, distributors, and festivals. As an experienced and independent player, we create alliances and hold stakes in over 40 production companies and distribution labels, while also operating special interest channels throughout Europe. Founded in 1959 by Leo Kirch and owned by Jan Mojto since 2004, Beta is based in Munich, Germany, with offices in the US, Latin America, the Middle East, and throughout Europe 

Media Contacts  
Citytv – Alessia Staffieri, [email protected], 647.262.8412  
Shaftesbury – Amanda Rinaldo, [email protected], 416.209.9154 

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/3830d271-c19a-4fe2-b1c9-a762069096b7

Citytv Renews Hudson & Rex for New Season and Announces Return of John Reardon as Charlie Hudson Citytv today announced the return of its hit original series Hudson & Rex this fall with an action-p...

HOUSTON--(BUSINESS WIRE)--As previously disclosed, the Listing Qualifications Department of The Nasdaq Stock Market notified RCI Hospitality Holdings, Inc. (Nasdaq: RICK) on May 20, 2026, that the Company no longer met the periodic filing requirement for Nasdaq under Listing Rule 5250(c)(1). Subsequently, on May 29, 2026, Nasdaq notified RCI that it has determined that RCI has regained compliance with the Rule and this matter is now closed based on the Company's filing of its quarterly report o.

CBC/Radio-Canada, The Globe and Mail, La Presse, Postmedia, Quebecor, Torstar and TVO Media Education Group today announced they will join the Standards for Publisher Usage Rights (SPUR) Coalition, becoming part of a growing international alliance of news publishers working to shape the technical and commercial environment in which intellectual property owners can control and monetize the use of their content by generative AI applications.

The announcement follows the SPUR Coalition's major international expansion unveiled today at the World News Media Congress, where the organization welcomed new publisher and affiliate members from around the world. The SPUR Coalition was launched by the Guardian, the BBC, Financial Times, Sky News and Telegraph Media Group in February 2026.

The SPUR Coalition's ambition is to create a fair market for quality content that recognizes the essential role publishers’ intellectual property and trusted journalism play in powering AI systems. Through the development of standards, frameworks and technologies that promote transparency, accountability and fair value, SPUR works to ensure publishers are able to protect, license and commercialize their content in the AI ecosystem. The addition of Canadian organizations to the SPUR Coalition's ongoing technical, strategic and policy discussions will help ensure Canadian perspectives contribute to the global standards and policies governing the future relationship between AI and news media.

"Publishers cannot simply be content sources for AI systems. We are creators of valuable intellectual property that underpins the quality, accuracy and trustworthiness of AI-generated content. As this market evolves, it’s crucial that publishers have a meaningful role in shaping the future of the market. Through the SPUR Coalition, we have an opportunity to work alongside leading news organizations around the world to help establish a transparent and accountable framework – that respects publishers’ rights, supports sustainable business models and ensures trusted journalism continues to thrive."

- Joint statement from CBC/Radio-Canada, The Globe and Mail, La Presse, Postmedia, Quebecor, Torstar, and TVO Media Education Group

By joining The SPUR Coalition, Canada's leading news organizations are adding their voices to a growing international movement focused on ensuring the development of AI is grounded in transparency, accountability and fair value exchange between AI developers and content creators.

PUBLISHER QUOTES:

“By bringing together public and private media in Canada and around the world, the SPUR Coalition is laying the foundation for a common approach to the intersection of AI and journalism across the media industry. This collaboration will set standards for the protection and compensation of verified and trusted journalism, to the benefit of all Canadians.”

- Marie-Philippe Bouchard, President and CEO, CBC/Radio-Canada

"AI presents significant opportunities for both publishers and audiences, but realizing those opportunities requires collaboration across the industry. As AI becomes increasingly reliant on trusted content, publishers need greater transparency on how their work is used. By joining the SPUR Coalition, we’re working alongside publishers around the world to help shape the standards, technologies and policies needed to bring greater transparency and fair value exchange to the AI marketplace – because innovation and trusted journalism should reinforce one another.”

- Andrew Saunders, President and CEO, The Globe and Mail

"In today's era of disinformation, independent, high-quality journalism is indispensable. When we, the media, publish verified information, obtained by means of a rigorous newsgathering process, we contribute to a healthy democracy. This collaboration between major publishers all around the world, is fully aligned with our mission of providing access to reliable and accurate information, while ensuring we maintain control over the use of our content."

- Patrick Bourbeau, Vice-President, Legal Affairs, La Presse

“Publishers’ content forms the backbone of AI systems’ quality and reliability, but there’s been no compensation or proper attribution, and that needs to change. Postmedia is proud to join the SPUR Coalition, working with peers in Canada and globally to protect copyright, ensure credit, and give publishers control over their content. We support this critical work toward a more sustainable future for trusted journalism and AI.”

- Andrew MacLeod, President and CEO, Postmedia

"News media organizations are actively engaged in the field and within their communities, mobilizing the invaluable expertise of their teams and committing significant financial resources to uncover, investigate, question, and tell the stories that shape and deepen our understanding of society. Whatever promise artificial intelligence may hold, this work can never be replaced. Technology companies and public policymakers must acknowledge this reality and establish mechanisms that ensure fair compensation for the use of news media content. By joining SPUR, Québecor seeks to contribute to a necessary united front among media organizations in the face of the emerging artificial intelligence marketplace."

– Pierre Karl Péladeau, President and Chief Executive Officer, Québecor.

“Journalists produce content that is foundational for any credible AI system or strategy. We are pleased to join the world’s leading news organizations through SPUR to make sure the emerging AI marketplace values journalism for what it is: unique, high-quality content that publishers should be fairly compensated for. Without original and factual news, AI platforms are unable to deliver credible, accurate information to the people using them."

- Angus Frame, President, Torstar

“We are at a pivotal moment where the future of knowledge, learning and civic understanding will be influenced by AI. Public media plays a critical role in supporting informed citizenship and trusted access to information and it is essential that the use of high-quality journalism and educational content is grounded in transparency, accountability, and respect for intellectual property. Through joining the SPUR Coalition, TVO is contributing to a global vision where technology amplifies human understanding, strengthens democracies, and expands access to high‑quality knowledge for generations to come.”

- Pary Bell, CEO, TVO Media Education Group

The Standards for Publisher Usage Rights (SPUR)’s membership announcement was released earlier today in Marseille following their announcement at the World News Media Congress. Click here to read the full press release.

About CBC/Radio-Canada

CBC/Radio-Canada is Canada’s national public broadcaster. Through our mandate to inform, enlighten and entertain, we play a central role in strengthening Canadian culture. As Canada’s trusted news source, we offer a uniquely Canadian perspective on news, current affairs and world affairs. Our distinctively homegrown entertainment programming draws audiences from across the country. Deeply rooted in communities, CBC/Radio-Canada offers diverse content in English, French and eight Indigenous languages: Dëne Sųłiné, Dene Kǝdǝ, Dene Zhatıé, Eastern Cree, Dinjii Zhuʼ Ginjik, Inuktitut, Inuvialuktun and Tłıchǫ. We also deliver content in Spanish, Arabic, Chinese, Punjabi and Tagalog, as well as both official languages, through Radio Canada International (RCI). We are leading the transformation to meet the needs of Canadians in a digital world.

About The Globe and Mail

The Globe and Mail is Canada’s foremost news media company, leading the national discussion and causing policy change through brave and independent journalism since 1844. With our award-winning coverage of business, politics and national affairs, The Globe and Mail newspaper reaches 6.5 million readers every week in our print or digital formats, and Report on Business magazine reaches 2.8 million readers in print and digital. Our investment in innovative data science means that as the world continues to change, so does The Globe. The Globe and Mail is owned by Woodbridge, the investment arm of the Thomson family. To learn more, visit www.globeandmail.com.

About La Presse

La Presse is a French-language digital news media in Canada. It is completely independent and operates in a not-for-profit structure. Its mission is to offer quality information that is free of charge and accessible to all. La Presse articles are published daily in a digital edition for tablets, via its mobile app and on its website. Its various platforms reach more than 1 million readers each day. The recipient of numerous awards for the quality of its content, La Presse is known for its rich and diversified news coverage, its investigations and in-depth reports, as well as the large space it devotes to debates. Since the launch of its philanthropy program in 2019, nearly 115,000 donors have financially supported La Presse’s news and information mission. To learn more, visit info.lapresse.ca.

About Postmedia

Postmedia Network Inc., a wholly owned subsidiary of Postmedia Network Canada Corp. (TSX:PNC.A, PNC.B), is a Canadian newsmedia company representing more than 110 brands across multiple print, online, and mobile platforms. Award-winning journalists and innovative product development teams bring engaging content to millions of people every week whenever and wherever they want it. This exceptional content, reach and scope offer advertisers and marketers compelling solutions to effectively reach target audiences.

About Quebecor

Québecor, a Canadian leader in telecommunications, entertainment, news media and culture, is one of the best-performing integrated communications companies in the industry. Founded in 1965, one year after the launch of the Journal de Montréal, Québecor also owns Vidéotron and Groupe TVA, the largest French-language broadcaster in Canada, as well as several other news media outlets.

About Torstar

Torstar is the parent company of the Toronto Star, Hamilton Spectator, Waterloo Region Record, The Peterborough Examiner, Welland Tribune, Niagara Falls Review, St. Catharines Standard, and dozens of local news brands across Ontario. Torstar employs over 600 staff, including approximately 350 journalists and editorial staff.

About TVO Media Education Group

TVO Media Education Group inspires learning that changes lives and enriches communities. Founded in 1970, we are a globally recognized digital learning organization that engages Ontarians of all ages with inclusive experiences and diverse perspectives. Through our brands TVO Today, TVO Learn, TVO ILC and TVOkids, we’re investing in the transformative potential of education for everyone. TVO is a registered charity funded in part by the Province of Ontario and supported by thousands of sponsors and donors. Visit TVO.me for more information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260603420404/en/

Verizon Communications (VZ +1.15%) and Rogers Communications (RCI +0.62%) are well-connected telecom companies that are on the rebound. So far this year, Verizon's shares are up more than 11%, and Rogers' shares are up less than 1% after climbing more than 42% over the past year.

Both companies dominate their countries' wireless business with only a handful of real competitors. Verizon shares the U.S. wireless crown primarily with AT&T and T-Mobile US. Rogers controls the Canadian landscape alongside Bell Mobility and Telus. High barriers to entry safeguard their massive infrastructure investments as they continue to spend big on 5G and 6G networks.

Here are two reasons why I like each of these stocks.

Image source: Getty Images.

Rogers benefits from its Canadian moat Steep barriers to entry and a protective regulatory environment shield Rogers from foreign competition. The company gained considerable market share with its $26 billion purchase of Shaw Communications in 2023. The merger effectively transformed Rogers into a national cable and broadband powerhouse, unlocking massive cost synergies and giving it unparalleled cross-selling capabilities across Western Canada. This integration strengthens Rogers' core enterprise and retail internet business.

A high-yield dividend that's secure Rogers' dividend, at its current share price, yields around 3.83% with a low payout ratio of 15.3%, which means the company has ample cushion to continue to increase the dividend while paying down debt from the Shaw merger.

Operationally, the company's financials remain highly robust. Rogers maintains an exceptional return on equity (ROE) of more than 35% and an operating margin nearing 22%, demonstrating elite capital efficiency.

Today's Change

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0.62

%) $

0.24

Current Price

$

38.84

Despite these strong fundamental metrics, market volatility and rising macroeconomic pressures have pulled the stock price down from its 52-week high. For value-driven investors, this pullback has created an incredibly attractive entry point. Rogers trades at a trailing price-to-earnings (P/E) ratio of roughly 4, a steep discount relative to its historical averages and global peers.

As data consumption surges and the Canadian population expands through immigration, Rogers is positioned to capture long-term demand. Buying the stock now allows investors to acquire a dominant, cash-generating market leader at a bargain-basement valuation while locking in a reliable, well-covered yield.

In the first quarter, Rogers reported revenue of $5.49 billion, up 10% year over year, while earnings per share (EPS) rose 2% over the same period to $1.01.

Verizon has an even better dividend yield The company is that rare high-yielding dividend stock that is also seeing significant share price growth. The current yield on its dividend is above 6%, and that's fairly secure since the company had $3.8 billion in free cash flow (FCF) in the first quarter, up 5% year over year, and said it expects yearly FCF to improve to $21.5 billion in 2026, up 7% or more.

The company has enough FCF to pay down its debt while still increasing its quarterly dividend for 20 consecutive years, including a 2.5% increase in 2026. The payout ratio, at 67.4%, is higher than Rogers', but still within safety guidelines.

Today's Change

(

1.15

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0.54

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47.49

Improving expenses and financials The heavy financial lifting required to build out its nationwide 5G infrastructure -- including massive C-band spectrum auctions and initial deployment costs -- is largely complete. That means Verizon's capital expenditures are tapering off, giving the company a clearer path to improve its return on invested capital (ROIC).

In the first quarter, the company reported revenue of $34.4 billion, up 2.9% year over year, and EPS of $1.20, up 4.3% year over year. It said it expects capital expenditures of between $16 billion and $16.5 billion this year, down from $17 billion in 2025. The company has significantly improved its consumer postpaid phone net additions, growing them for seven consecutive quarters, reversing prior losses, driven by a highly successful push into fixed wireless broadband and refined pricing tiers.

The stock is trading at roughly 11 times trailing earnings and only nine times forward earnings, which is competitive considering its dominance against its closest competitors.

Not a simple choice Both stocks are priced competitively, but Rogers shows stronger revenue growth and a safer dividend. Its shares haven't taken off so far this year, but that makes it an attractive buy.

Verizon is an even more enticing stock. While it may not offer the same government protection as Rogers, Verizon's higher yield and long history of dividend increases make it a strong choice for income-oriented investors. Considering that Verizon's growth cycle is likely to take off with fewer capital expenditures, it appears to be the better choice right now.

SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv's Advanced Radar Technology Supports Volvo Cars' Longstanding Ambition to Make Roads Safer for Everyone.

On May 20, 2026, Aptiv PLC APTV shares rose 3.8% to $54.57. This movement comes amidst a 52-week trading range of $51.68 to $75.33. The stock has experienced a challenging year, with a year-to-date decline of 15.3% and a one-month drop of 10.3%.

GF Value™ verdict: APTV is currently priced at $54.57, which is 25.8% below the GF Value™ estimate of $73.51.GF Score™ of 85/100 indicates a strong overall ranking, suggesting potential for solid long-term returns.Most notable signal: Insiders have purchased $0.4 million worth of shares in the last three months, indicating confidence in the company's future. Is APTV Overvalued or Undervalued? Currently, Aptiv PLC APTV is assessed as undervalued with a current price of $54.57 against a GF Value™ estimate of $73.51, resulting in a margin of safety of 25.8%. This undervaluation implies a potential opportunity for investors to acquire shares at a price lower than their intrinsic value. The GF Valuation label indicates that APTV is modestly undervalued, which may prompt consideration for investors looking for value opportunities in the market.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given that APTV is trading below its estimated intrinsic value, there is a favorable chance for price appreciation, provided that the company's fundamentals remain strong and market conditions improve. However, potential investors should be cautious and consider broader market trends and company-specific risks.

How Does APTV's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 32.3x 35.6x Forward P/E 7.9x N/A APTIV’s current P/E ratio of 32.3x is below its 5-year median P/E of 35.6x, indicating that the stock is trading at a discount relative to its historical valuation. Additionally, the forward P/E of 7.9x suggests further potential for growth. This P/E analysis supports the GF Value™ verdict of being undervalued, as it indicates the stock is priced lower than historical averages, providing a compelling case for potential appreciation.

What Does APTV's GF Score™ Tell Us? Metric Rating GF Score™ 85 Financial Strength 5/10 Profitability 9/10 Growth 6/10 Valuation 8/10 Momentum 7/10 The GF Score™ of 85/100 reflects a strong overall performance by Aptiv PLC in key areas. Notably, the company excels in profitability with a score of 9/10, indicating robust profit margins and effective cost management. However, its financial strength score of 5/10 suggests some caution, as it indicates a moderate ability to withstand economic downturns. The valuation and momentum scores of 8/10 and 7/10, respectively, further support the case for APTV's potential upside, as they highlight a favorable valuation relative to its peers and positive price trends.

What Are Insiders Doing with APTV Stock? Recent insider activity reveals that insiders have purchased approximately $0.4 million in APTV shares over the last three months, without any recorded selling. This buying trend can be interpreted as a sign of confidence from those with intimate knowledge of the company. Insider buying often suggests that those within the company believe in its future performance, which can be a positive indicator for external investors as well.

What This Means for Investors Based on the GF Value™ assessment, Aptiv PLC APTV is currently undervalued. With a significant margin of safety indicated by the GF Value™ and supportive metrics from the P/E analysis and GF Score™, there appears to be an opportunity for potential price appreciation. However, as with any investment, it is crucial to consider underlying risks and market conditions.

For the complete analysis, visit the Aptiv PLC APTV stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is APTV's GF Score™?

APTIV has a GF Score™ of 85/100, indicating a strong potential for generating long-term returns based on its financial health, profitability, and valuation metrics.

Is APTV overvalued or undervalued?

APTIV is currently undervalued, with a GF Value™ estimate of $73.51 compared to its current price of $54.57, presenting a 25.8% margin of safety.

What is APTV's P/E ratio?

APTIV's P/E ratio is currently 32.3x, which is below its 5-year median P/E of 35.6x, suggesting that the stock is trading at a discount compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

TORONTO, May 27, 2026 (GLOBE NEWSWIRE) -- Cority today announced new customer results from Aptiv (NYSE: APTV), a global automotive technology supplier operating across 48 countries and 150 facilities. The company fundamentally transformed its approach to safety, compliance, and sustainability data management through a global EHS+ technology consolidation initiative. Following the implementation of CorityOne, Aptiv achieved its lowest lost-workday case rate in 15 years in 2025, demonstrably reporting fewer than half as many incidents as the previous year.

For Aptiv, whose technologies support industries such as aerospace and defense, automotive, and medical, operational safety has always carried exceptionally high stakes. But with more than 200,000 employees worldwide and 20 separate internally developed EHS and sustainability systems operating across regions, the company faced growing challenges with fragmented data, inconsistent reporting, and limited enterprise-wide visibility.

“It was very challenging to maintain the multiple systems supporting us in different regions,” said Ana Ferreira, the company’s Environment, Health and Safety, and Sustainability Director for Systems and Governance. “Those systems were outdated, ineffective, and far from having a centralized and standard system.”

As regulatory scrutiny increased and investor expectations around environmental, health, safety, and sustainability performance intensified, Aptiv’s leadership recognized the need for a more unified and scalable approach to EHS+ data management. The company launched an 18-month evaluation process to identify a platform capable of supporting a global transformation.

Ultimately, Aptiv selected CorityOne for its ability to unify safety, environmental, sustainability, industrial hygiene, ergonomics, and occupational health data within a single enterprise platform while enabling global standardization and local operational flexibility.

“Implementing an EHSQ solution globally requires a clear vision, which Aptiv shared with us from the beginning to create the foundation of trust and true partnership,” said Benoit Marsa, Principal Solutions Consultant at Cority, who led the Aptiv engagement. “The team’s commitment to robust change management and their deep understanding of the complexity involved were instrumental in our shared success.”

“Having all the information available live allows us to be quicker, more effective, and ensures working conditions are safer for every single employee,” Ferreira continued.

Before consolidation, Aptiv’s EHS and sustainability teams spent significant time manually validating data across disconnected systems. Sustainability reporting alone required at least two months of data verification and auditing before reports could be finalized. Today, the organization has established a more connected and transparent foundation for enterprise-wide EHS+ management — one that reinforces workplace safety outcomes and deepens employee engagement across facilities worldwide.

In addition to improved safety performance, Aptiv has also received recognition for its transformation, including being named a finalist for the Verdantix Transformation Award. But the company’s biggest sign of progress is what they now see directly on facility floors across Aptiv’s global operations: teams actively sharing safety improvements, collaborating across regions, and taking ownership of building a stronger safety culture together.

That culture shift is directly translating into measurable impact. In 2025, Aptiv achieved its lowest lost-workday case rate in 15 years. Significantly fewer employees experienced workplace injuries serious enough to require time away from work, with fewer than half as many incidents reported compared to the previous year.

“People are our best asset,” Ferreira added. “Having this rate means fewer people are injured or affected by some workplace conditions. Therefore, we are accomplishing our mission of protecting the employees.”

About Aptiv

Aptiv is a global industrial technology company focused on enabling a more automated, electrified and digitalized future. Visit aptiv.com.

About Cority

Cority helps customers see and prevent risks across their operations, in real time. Our EHS+ platform converges people, data, and AI agents to create a clear view of information people can trust, automate workflows that make people more impactful, and deliver personalized insights and expertise to improve decisions. While most solutions respond to risks one at a time, Cority helps prevent them across environmental management, employee health, safety, quality, and sustainability. For 40 years, Cority has been the market leader in EHS+, recognized by top analysts and trusted by more than 1,500 of the most complex organizations worldwide. Learn more at our homepage.

Media Contact:
Natalie Rizk
[email protected]

SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global industrial technology leader, today announced an expanded collaboration with NVIDIA to accelerate the adoption of production-ready edge AI. The companies are working together to evolve NVIDIA Jetson - including next generation platforms such as Jetson Thor - into commercially supported, production-ready edge AI platforms for the next generation of intelligent systems. “The next wave of AI innovation will be defined by.

Aptiv PLC (APTV - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this company have returned +15.2%, compared to the Zacks S&P 500 composite's +6.3% change. During this period, the Zacks Technology Services industry, which APTIV PLC falls in, has gained 9%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

APTIV PLC is expected to post earnings of $1.43 per share for the current quarter, representing a year-over-year change of -32.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -31.9%.

For the current fiscal year, the consensus earnings estimate of $6.34 points to a change of -18.9% from the prior year. Over the last 30 days, this estimate has changed -22.6%.

For the next fiscal year, the consensus earnings estimate of $7.02 indicates a change of +10.7% from what APTIV PLC is expected to report a year ago. Over the past month, the estimate has changed -11.5%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for APTIV PLC.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of APTIV PLC, the consensus sales estimate of $3.3 billion for the current quarter points to a year-over-year change of -36.6%. The $15.1 billion and $14 billion estimates for the current and next fiscal years indicate changes of -26% and -7.3%, respectively.

Last Reported Results and Surprise HistoryAPTIV PLC reported revenues of $5.09 billion in the last reported quarter, representing a year-over-year change of +5.4%. EPS of $1.71 for the same period compares with $1.69 a year ago.

Compared to the Zacks Consensus Estimate of $5.02 billion, the reported revenues represent a surprise of +1.27%. The EPS surprise was +5.56%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

APTIV PLC is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about APTIV PLC. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

The AI trade keeps broadening across the stack, and the last few weeks have delivered a dense run of news. Below, we sort the items that matter into three layers: the capital being committed to build (capex); where AI runs and gets monetized (inference); and what it is starting to do in the real world (beyond). Each maps to companies we track in our ROBO Global Robotics & Automation Index (ROBO) and ROBO Global Artificial Intelligence Index (THNQ). 

Capex The spending base keeps climbing. Hyperscalers — the largest cloud operators, such as Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), and Meta (META) — are on track to spend roughly $725 billion this year, the large majority aimed at AI. The industrial economy is firming up beneath them, with the ISM Manufacturing index reaching 54% in May, its strongest reading since 2022. A notable shift last week was in the shape of the spending. The largest players are no longer just renting capacity, as they are now funding their own supply chains. 

SoftBank (SFTBY), the Japanese technology investment conglomerate and a holding in both our ROBO robotics index and THNQ artificial intelligence index, is the clearest case. It committed up to €75 billion to build AI data centers in France, its largest European investment to date. Meanwhile, it is reportedly preparing to spin out a new company, Roze AI (still private), to deploy robots that build data centers faster. Add its pending acquisition of the robotics division of Swiss industrial group ABB (ABB), its supermajority ownership of chip-design firm Arm Holdings (ARM), and its stake in OpenAI, and SoftBank is now funding nearly every layer at once: the chips, the robots, the buildings, and the power. The image nearly writes itself, with robots built to build the homes for the AI that will run the robots. 

IBM (IBM), the enterprise technology and computing company, is running a smaller version of the same playbook. It pledged more than $10 billion to quantum computing over five years. It is also building its own quantum chip foundry — a new subsidiary called Anderon, in Albany, New York, alongside the U.S. Commerce Department — rather than waiting for a supply chain to mature. A fault-tolerant quantum computer, one that can catch and correct its own errors, is the long-sought milestone. IBM is targeting it by 2029. The read for investors is that the biggest spenders are integrating vertically. That’s a tailwind for the pick-and-shovel names across the chain. Those suppliers profit regardless of which platforms ultimately win.

Inference The marquee item here was Snowflake (SNOW), the cloud-based data and analytics platform. With AI demand plainly high, the question for investors is now who captures the economics of that usage. Snowflake makes a strong claim. Because it bills customers based on how much they use its platform, its revenue is a direct read on real AI activity. Last quarter, that activity surged. Product revenue rose 34%, the strongest sequential dollar growth in company history, and management raised its full-year forecast. The stock rose roughly 37%.

Two details matter more than the headline beat. Snowflake signed a fresh $6 billion commitment to Amazon. That’s a reminder that a software platform monetizing AI still pays the cloud for the computing power underneath, so the value splits between the application layer and the infrastructure beneath it. And it agreed to acquire Natoma (private). The startup’s software governs how AI agents (programs that can take actions on their own) connect to a company’s data and tools. That is a move to own the plumbing of automated AI workflows. Within THNQ, Snowflake falls in the cloud providers and big data and analytics segments.

Inference is also moving closer to the user. At the Computex trade show, chipmaker Nvidia (NVDA) and Microsoft introduced RTX Spark, a processor that brings the kind of AI computing that used to require a server rack into a thin Windows laptop. More AI will run on the device in front of you, loering latency and cost and keeping sensitive data local. Nvidia’s step into PC chips is a strategic expansion. Taiwan’s MediaTek (2454), a chip designer best known for the processors inside many smartphones, co-designed it, validating its push beyond phones and adding another name to THNQ’s semiconductors segment. The first machines ship this fall.

Beyond (Applications — Digital and Physical) This is where AI stops being infrastructure and becomes a product in use, across three very different industries last week.

Robinhood (HOOD), the retail brokerage, opened its platform to AI agents. Its Agentic Trading beta lets a bot — built on Anthropic’s Claude or OpenAI’s ChatGPT —  place trades on a user’s behalf inside a separate, walled-off account. Options and crypto are to follow. Handing an AI the keys to a brokerage account, even a sandboxed one, is a threshold for the firm’s 27 million customers. It’s also a sign of how quickly AI that acts on its own is moving from concept to shipped feature.

The physical version runs straight through ROBO. Aptiv (APTV), a global supplier of automotive and industrial technology and a ROBO member, expanded its work with Nvidia on production-ready computing for robots and industrial systems. Mitsubishi Electric (MIELY) (the Japanese industrial and electronics group and also a ROBO member) partnered with the Chiba Institute of Technology (a Japanese research university with a respected robotics center) to develop humanoids, walking robots, and drones for factories and infrastructure. These are exactly the cyclical industrial names we have argued the market keeps underpricing as they add AI-driven revenue.

In healthcare, Tempus AI (TEM), an AI-driven precision medicine company held in the THNQ index, delivered two items around the American Society of Clinical Oncology (ASCO) meeting: FDA approval expanding its xT cancer genomic test, and a study showing that its AI decision-support tool flagged lung cancer patients who were missing important genetic tests, lifting testing rates by double digits. The decision now happens at the bedside, informed by AI. 

Bottom Line The opportunity set is widening across every layer of the stack at once, and the breadth is the point. It is why we hold diversified, supply-chain-aware exposure across ROBO and THNQ constituents and ecosystems, rather than a single bet on any one layer. We will keep watching the spending base, hyperscaler capex and the factory data, for any sign of a crack. For now, there isn’t one.

Looking for regular updates? Subscribe here for weekly insights on robotics, AI, and healthcare technology, delivered straight to your inbox. For more news, information, and analysis, visit the Artificial Intelligence Content Hub.

vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for THNQ and ROBO, for which it receives an index licensing fee. However, THNQ and ROBO are not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of THNQ and ROBO. 

Aptiv's Winchester Interconnect Launches VITA 67.2 RF Connector Product Line for High-Density Aerospace and Defense Systems Aptiv PLC (NYSE: APTV), a global industrial technology company and Winchester Interconnect, an Aptiv company and leading supplier of high-performance interconnect solutions for mission critical applications, today launched a VITA 67.2 RF connector product line that places up to eight high-frequency signal channels directly inside a standard Open VPX backplane slot. By eliminating most of the external coaxial cabling traditionally required in aerospace and defense systems, the connectors make room for more compute, more sensors, and faster signals inside the same enclosure.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260604900534/en/

Aptiv’s Winchester Interconnect introduces its VITA 67.2 RF connector line, delivering up to eight high-density RF channels in a single Open VPX slot to streamline cabling and enable faster field repair across aerospace and defense applications, including radar, electronic warfare, and intelligence systems.

The tradeoff between bandwidth and space has become a central design challenge for modern defense electronics. Radar arrays, signals intelligence receivers, and electronic warfare payloads must handle more frequencies and channels at once, while platform integrators face tighter size, weight, and power budgets than the previous generation. Routing RF cabling on the outside of the chassis adds mass, slows field repair, and introduces points of failure during shock and vibration. Moving those signal paths inside the connector solves all three at once, which is one reason VITA 67.2 has become a standard reference for designs aligned with the Sensor Open Systems Architecture (SOSA), the open-standards framework now shaping the next decade of U.S. defense procurement.

"With the addition of VITA 67.2 solutions to our growing line of multiport gangmate interconnect products, we are further solidifying our ability to support next-generation high-density RF applications," said Leslie Sullivan, Director of Product Management. "This latest addition allows us to further expand our robust, high-performance interconnect portfolio while offering customers reliable, space-saving solutions for use in today's demanding aerospace and defense platforms."

Key Advantages of the Vita 67.2 RF Connector Product Line

Field-Serviceable Blind-Mate Engagement: Modules push straight into the backplane and seat automatically, with no precise alignment or twist-to-lock step, reducing board swaps from a multi-step process to a single push-in motion. Built-In Float: Each RF contact moves in multiple directions to absorb the small manufacturing tolerances that exist on every backplane, keeping signal quality consistent through repeated installations and high-vibration environments. Higher RF Density per Slot: Up to eight SMPM (Sub-Miniature Push-on Micro) coaxial contacts per module, raising channel count without enlarging the footprint. Standard VPX Footprint: Installs into the 6U Open VPX slot positions (P5/J5 and P6/J6) used across the current defense computing base, fully compatible with VITA 46. Wide Frequency Range: DC to 26.5 GHz standard, with options to 40 GHz for next-generation high-bandwidth designs. Qualified for the Hardest Environments: Stainless steel housing and gold-plated contacts, environmentally qualified to MIL-STD-810 and VITA 47 for shock and vibration. Built for the Programs Driving Defense Modernization

The new connectors target the systems where RF density and field serviceability matter most:

Electronic Warfare (EW) and Electronic Counter Measures (ECM): Higher channel counts per chassis support the broader frequency coverage and faster response cycles required of modern jamming and countermeasure systems. Signals Intelligence (SIGINT): Dense, low-loss RF paths enable wideband simultaneous capture across multiple bands without external cabling penalties. Radar and Sonar Systems: Transmit and receive module connections for digital beamforming arrays across X-band, Ku-band, and beyond. Avionics and Secure Communications: Reliable, vibration-tolerant RF links for flight-critical platforms. C4ISR Platforms: Direct backplane integration between high-performance VPX compute modules and RF front-end systems, reducing harness complexity in dense sensor-to-shooter architectures. Built to the OpenVPX (VITA 65) standard, the new connectors interoperate across the broader VPX ecosystems, giving dense integrators a connector they can specify with confidence today and a supplier that is investing alongside the open-standards roadmap shaping the next decade of defense electronics.

For more information about Winchester’s latest connector solutions, visit www.winconn.com.

About Aptiv

Aptiv PLC (NYSE: APTV) is a global industrial technology leader delivering advanced solutions people trust when it matters most across automotive, commercial vehicle, aerospace and defense, telecom and datacom, and other diversified industrial end markets. Our differentiated portfolio enables devices and systems to sense, think, act, and continuously optimize performance. Building on decades of innovation, Aptiv brings global scale and a resilient, localized value chain to customers across the globe. Learn more at Aptiv.com.

About Winchester Interconnect

Winchester Interconnect, a subsidiary of Aptiv PLC, is a leading designer and manufacturer of high-precision connectors, cable assemblies, and cables for mission-critical applications in military, aerospace, industrial, medical, and space markets where unmatched performance and reliability are essential. With engineering and manufacturing locations around the world, Winchester partners closely with customers to deliver customized interconnect solutions that perform in the most demanding environments. Winchester Interconnect is part of Aptiv’s Engineered Components Group, which brings together materials science, advanced manufacturing, and interconnect expertise to power the next generation of intelligent systems across industries. Learn more at www.winconn.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260604900534/en/

Aptiv PLC (APTV - Free Report) closed at $68.60 in the latest trading session, marking a -5.92% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 2.65%. At the same time, the Dow lost 1.35%, and the tech-heavy Nasdaq lost 4.18%.

The company's shares have seen an increase of 27.68% over the last month, surpassing the Business Services sector's loss of 0.53% and the S&P 500's gain of 5.47%.

Market participants will be closely following the financial results of Aptiv PLC in its upcoming release. On that day, Aptiv PLC is projected to report earnings of $1.43 per share, which would represent a year-over-year decline of 32.55%. Simultaneously, our latest consensus estimate expects the revenue to be $3.3 billion, showing a 36.56% drop compared to the year-ago quarter.

APTV's full-year Zacks Consensus Estimates are calling for earnings of $6.34 per share and revenue of $15.1 billion. These results would represent year-over-year changes of -18.93% and -25.97%, respectively.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Aptiv PLC. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 8.6% higher. Aptiv PLC presently features a Zacks Rank of #5 (Strong Sell).

Digging into valuation, Aptiv PLC currently has a Forward P/E ratio of 11.5. For comparison, its industry has an average Forward P/E of 16.19, which means Aptiv PLC is trading at a discount to the group.

Investors should also note that APTV has a PEG ratio of 1.23 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Technology Services was holding an average PEG ratio of 1.38 at yesterday's closing price.

The Technology Services industry is part of the Business Services sector. At present, this industry carries a Zacks Industry Rank of 167, placing it within the bottom 32% of over 250 industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global industrial technology company, today announced the launch of its Advanced Occupancy Classification (AOC) system, the industry's first occupant detection solution powered entirely by an in-cabin camera. The system simplifies vehicle architecture by eliminating traditional in-seat hardware while enabling next-generation cabin intelligence. Built on more than two decades of Aptiv leadership in occupant detection, AOC is a.

I stick with a 'Buy' rating for Aptiv PLC following my assessment of its upside potential and downside risks. Investors are likely to be assured by APTV's unchanged FY2026 topline guidance despite macro challenges and its pre-secured memory supply through 2027. The company's key growth levers include deepening exposure to Chinese OEMs and venturing into the robotics space.

DENVER--(BUSINESS WIRE)--UDR, Inc. (NYSE: UDR), a leading multifamily real estate investment trust, today announced that its Board of Directors declared a regular quarterly dividend on its common stock for the first quarter of 2026 in the amount of $0.435 per share, payable in cash on April 30, 2026 to UDR common stock shareholders of record as of April 15, 2026. The April 30, 2026 dividend will be the 214th consecutive quarterly dividend paid by the Company on its common stock. As previously d.

DENVER--(BUSINESS WIRE)--UDR, Inc. (the “Company”) (NYSE: UDR), a leading multifamily real estate investment trust, announced today that it will release its first quarter 2026 financial results on Wednesday, April 29, 2026, after the market closes. A webcast and conference call will be held on Thursday, April 30, 2026, at 12:00 p.m. Eastern Time. The webcast and conference call will be open to the public. During the webcast and conference call, company officers will review first quarter 2026 re.

Key Takeaways UDR will release Q1 2026 results after the April 29 close, with revenues and FFO per share seen up.UDR expects blended lease growth of 1.5%-2%, with renewals above 5% and offers at 5%-6%.UDR sees lower concessions, turnover down 200 bps by Feb. 9, and mid-single-digit growth in services income. UDR Inc. (UDR - Free Report) , a premier multifamily real estate investment trust (REIT), is set to announce its first-quarter 2026 results after the closing bell on April 29. Its quarterly results are likely to reflect growth in revenues as well as funds from operations (FFO) per share.

In the last reported quarter, this Denver, CO-based residential REIT came up with an FFO as adjusted per share of 64 cents, in line with the Zacks Consensus Estimate. Results reflected year-over-year growth in same-store net operating income (NOI), led by higher occupancy.

In the last four quarters, UDR’s FFO as adjusted per share met the Zacks Consensus Estimate on two occasions and surpassed it on the other two, the average surprise being 1.60%. The graph below depicts the surprise history of the company:

As we approach the release of UDR's first-quarter 2026 earnings report, it is important to examine how this residential REIT is likely to have performed amid the current market conditions.

US Apartment Market in Q1The U.S. apartment market entered 2026 in better shape than many investors feared, though not yet in a clean pricing recovery. RealPage reported that first-quarter demand rebounded, with absorption of nearly 93,300 units, making it one of the strongest first quarters of the past decade. The snapback helped reverse the late-2025 move-out weakness, but annual demand still ran only a little above 303,000 units, below the roughly 340,000-unit decade average.

The good news is that the new supply is finally rolling over. Roughly 367,000 units were completed in the year-ending first quarter of 2026, including about 75,200 units in the quarter itself. This is still elevated in absolute terms, but it is a major comedown from the late-2024 peak of more than 589,000-unit annual deliveries and now sits near the 10-year average annual completion volume.

National occupancy stood at 94.9% in first-quarter 2026, up 10 basis points sequentially but 20 basis points below the prior year. Rents rose 0.4% in the quarter after two consecutive quarterly declines but remained down 0.5% year over year. Concessions continue to do much of the heavy lifting: 25.5% of apartments were offering concessions, with the average incentive at 7.2%.

The weakest rent trends remain in high-supply Sun Belt markets. Austin, Denver and Phoenix posted some of the deepest annual rent cuts, while San Antonio, Tampa, FL, Nashville, TN, and Las Vegas also lost momentum. In contrast, San Francisco, San Jose, CA, and New York showed rent growth, helped by easing supply pressure and better demand. Several Midwest markets, including Chicago, St. Louis, MO, and Cleveland, OH, also posted steady gains because new supply has been more limited.

Factors to Consider Ahead of UDR’s Upcoming ResultsUDR readies for first-quarter 2026 earnings with a firmer revenue setup than in 2025. According to the company’s March investor presentation, trends were tracking plan, with blended lease rate growth for the first quarter expected at 1.5% to 2%, roughly double the prior-year pace, with renewal growth above 5% and renewal offers running between 5% and 6%.

Concessions were below fourth-quarter 2025 levels and trending lower, while occupancy was in the mid-96% range and in line with the plan despite a tough 97.1% prior-year comparison. On the fourth-quarter earnings call, management also noted that pricing was improving from October through January.

The demand/supply fundamentals also look better. UDR continues to point to easing supply pressure across its markets, while resident turnover is still improving. In the March presentation, the company said that since the beginning of the year through Feb. 9, resident turnover was down 200 basis points from last year. The retention gains are expected to have continued to help support occupancy and cash flow.

Geography should help the results as well. San Francisco, New York and Dallas were called out by management as markets trending ahead of expectations. Management noted that Dallas moved back to positive blended lease growth. This mix is expected to have supported a firmer start to the year. Other income remains another source of support. Per the presentation, UDR expected mid-single-digit growth from services such as WiFi, parking and package-related offerings. Management continues to use data and AI tools to improve pricing, screening and resident service.

Overall, UDR looks set for a steadier first-quarter performance. Strong renewals, healthy occupancy, lower concessions and better market conditions are likely to have given the company a solid base for modest same-store revenue growth as 2026 began.

Projections for UDRAmid these, we expect occupancy to stay still elevated at 96.8%, though down 10-basis-point sequentially.  We estimate rental income to grow 1.8% year over year for the first quarter.

The Zacks Consensus Estimate for quarterly revenues is currently pegged at $427.13 million. This indicates a 1.74% year-over-year rise.

UDR expected first-quarter 2026 FFO as adjusted per share in the range of 61-63 cents. Before the first-quarter earnings release, the company’s activities were inadequate to gain analysts’ confidence. The Zacks Consensus Estimate for the quarterly FFO as adjusted per share has remained unrevised at 62 cents in the past month. This suggests a 1.64% increase year over year.

Here Is What Our Quantitative Model Predicts for UDROur proven model does not conclusively predict a surprise in terms of core FFO per share for UDR this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is not the case here.

Essex Property currently carries a Zacks Rank of 4 (Sell) and has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks That Warrant a LookHere are two stocks from the broader REIT sector — Ventas, Inc. (VTR - Free Report) and Host Hotels & Resorts, Inc. (HST - Free Report) — that you may want to consider, as our model shows that these have the right combination of elements to report a surprise this quarter.

Ventas, scheduled to report quarterly numbers on April 27, has an Earnings ESP of +0.62% and carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Host Hotels is slated to report quarterly numbers around May 6. It has an Earnings ESP of +2.41 % and carries a Zacks Rank of 3 at present.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.