StreetInsider.com News Articles

Consumer staples, real estate sectors raised to Marketweight at Ned Davis Research

Fri, 20 Feb 2026 09:41:24 -0500

Consumer staples and real estate sectors were raised to Marketweight at Ned Davis Research on Friday.

Consumer staples, real estate sectors raised to Marketweight at Ned Davis Research

Fri, 20 Feb 2026 09:41:24 -0500

Consumer staples and real estate sectors were raised to Marketweight at Ned Davis Research on Friday.

Which S&P 500 sectors do you want to own into 2026? BofA answers

Mon, 05 Jan 2026 05:50:22 -0500

(Updated - January 5, 2026 5:50 AM EST)

Investing.com -- In a note to clients this week, analysts at Bank of America highlighted the sectors it model believes investors should own into 2026.

The bank told investors to prioritise Health Care and Real Estate, arguing that both sectors now screen as attractive on valuation and momentum metrics.

BofA writes that its Momentum and Value model “now ranks Health Care as #1 and Real Estate as #3 – and we are overweight both sectors … for investors with a medium term (~12m) outlook.”

The bank adds that it is

Which S&P 500 sectors do you want to own into 2026? BofA answers

Mon, 05 Jan 2026 05:50:22 -0500

(Updated - January 5, 2026 5:50 AM EST)

Investing.com -- In a note to clients this week, analysts at Bank of America highlighted the sectors it model believes investors should own into 2026.

The bank told investors to prioritise Health Care and Real Estate, arguing that both sectors now screen as attractive on valuation and momentum metrics.

BofA writes that its Momentum and Value model “now ranks Health Care as #1 and Real Estate as #3 – and we are overweight both sectors … for investors with a medium term (~12m) outlook.”

The bank adds that it is

4 reasons why you should own this REIT stock: Mizuho

Wed, 20 Aug 2025 09:00:00 -0500

Mizuho upgraded an industrial REIT to Outperform, pointing to a more supportive macro backdrop and a reduced risk profile that could drive a re-rating in the next six months.

After more than two years of caution on the sector, analysts now see a tactical opportunity for Prologis (NYSE: PLD), as the stock has lagged peers by about 400 basis points in the past month and trades at a discount to REITs.

Alongside the upgrade, Mizuho analysts raised its price target on the stock to $118 from $109.

The team highlights four key reasons why investors should own the stock.

1) ‘Our occupancy analysis

4 reasons why you should own this REIT stock: Mizuho

Wed, 20 Aug 2025 09:00:00 -0500

Mizuho upgraded an industrial REIT to Outperform, pointing to a more supportive macro backdrop and a reduced risk profile that could drive a re-rating in the next six months.
After more than two years of caution on the sector, analysts now see a tactical opportunity for Prologis (NYSE: PLD), as the stock has lagged peers by about 400 basis points in the past month and trades at a discount to REITs.
Alongside the upgrade, Mizuho analysts raised its price target on the stock to $118 from $109.
The team highlights four key reasons why investors should own the stock.
1) ‘Our occupancy analysis

4 reasons why you should own this REIT stock: Mizuho

Wed, 20 Aug 2025 09:00:00 -0500

Mizuho upgraded an industrial REIT to Outperform, pointing to a more supportive macro backdrop and a reduced risk profile that could drive a re-rating in the next six months.
After more than two years of caution on the sector, analysts now see a tactical opportunity for Prologis (NYSE: PLD), as the stock has lagged peers by about 400 basis points in the past month and trades at a discount to REITs.
Alongside the upgrade, Mizuho analysts raised its price target on the stock to $118 from $109.
The team highlights four key reasons why investors should own the stock.
1) ‘Our occupancy analysis

4 reasons why you should own this REIT stock: Mizuho

Wed, 20 Aug 2025 09:00:00 -0500

Mizuho upgraded an industrial REIT to Outperform, pointing to a more supportive macro backdrop and a reduced risk profile that could drive a re-rating in the next six months.
After more than two years of caution on the sector, analysts now see a tactical opportunity for Prologis (NYSE: PLD), as the stock has lagged peers by about 400 basis points in the past month and trades at a discount to REITs.
Alongside the upgrade, Mizuho analysts raised its price target on the stock to $118 from $109.
The team highlights four key reasons why investors should own the stock.
1) ‘Our occupancy analysis

4 reasons why you should own this REIT stock: Mizuho

Wed, 20 Aug 2025 09:00:00 -0500

Mizuho upgraded an industrial REIT to Outperform, pointing to a more supportive macro backdrop and a reduced risk profile that could drive a re-rating in the next six months.
After more than two years of caution on the sector, analysts now see a tactical opportunity for Prologis (NYSE: PLD), as the stock has lagged peers by about 400 basis points in the past month and trades at a discount to REITs.
Alongside the upgrade, Mizuho analysts raised its price target on the stock to $118 from $109.
The team highlights four key reasons why investors should own the stock.
1) ‘Our occupancy analysis

4 reasons why you should own this REIT stock: Mizuho

Wed, 20 Aug 2025 09:00:00 -0500

Mizuho upgraded an industrial REIT to Outperform, pointing to a more supportive macro backdrop and a reduced risk profile that could drive a re-rating in the next six months.
After more than two years of caution on the sector, analysts now see a tactical opportunity for Prologis (NYSE: PLD), as the stock has lagged peers by about 400 basis points in the past month and trades at a discount to REITs.
Alongside the upgrade, Mizuho analysts raised its price target on the stock to $118 from $109.
The team highlights four key reasons why investors should own the stock.
1) ‘Our occupancy analysis

Citi: 'Weakness in new construction will likely continue'

Fri, 18 Jul 2025 09:46:32 -0500

Citi: 'Weakness in new construction will likely continue'
The analyst comments "Total housing starts and permits rose modestly in June but remain near the lows of recent years. While the overall level of housing activity is not necessarily concerning, in line with pre-pandemic levels, strength in June was concentrated in volatile multi-family units. Single family housing construction continues to decline. Policy factors like immigration changes and tariffs could weigh on construction, but the recent renewed weakening in housing demand is also a sign that rates remain at restrictive levels. With listings of available homes for sale rising back to pre-pandemic levels,

Citi: 'Weakness in new construction will likely continue'

Fri, 18 Jul 2025 09:46:32 -0500

Citi: 'Weakness in new construction will likely continue'
The analyst comments "Total housing starts and permits rose modestly in June but remain near the lows of recent years. While the overall level of housing activity is not necessarily concerning, in line with pre-pandemic levels, strength in June was concentrated in volatile multi-family units. Single family housing construction continues to decline. Policy factors like immigration changes and tariffs could weigh on construction, but the recent renewed weakening in housing demand is also a sign that rates remain at restrictive levels. With listings of available homes for sale rising back to pre-pandemic levels,

Citi: 'Weakness in new construction will likely continue'

Fri, 18 Jul 2025 09:46:32 -0500

Citi: 'Weakness in new construction will likely continue'
The analyst comments "Total housing starts and permits rose modestly in June but remain near the lows of recent years. While the overall level of housing activity is not necessarily concerning, in line with pre-pandemic levels, strength in June was concentrated in volatile multi-family units. Single family housing construction continues to decline. Policy factors like immigration changes and tariffs could weigh on construction, but the recent renewed weakening in housing demand is also a sign that rates remain at restrictive levels. With listings of available homes for sale rising back to pre-pandemic levels,

SPDR Real Estate Select Sector Fund (XLRE) February 40 and March 39 put spreader active

Mon, 05 Feb 2024 13:59:54 -0500

SPDR Real Estate Select Sector Fund (NYSE: XLRE) 30-day option implied volatility is at 20; compared to its 52-week range of 14 to 58. Call put ratio 1 call to 51 puts with a focus on February 40 and March 39 puts.

Real Estate Select SPDR Fund (XLRE) call put ratio 9 calls to 1 put.

Mon, 24 Jul 2023 03:44:51 -0500

Real Estate Select SPDR Fund (NYSE: XLRE) 30-day option implied volatility is at 15; compared to its 52-week range of 15 to 34. Call put ratio 9 calls to 1 put.

Increasing unusual put option volume: XLRE FGEN MVIS EWJ ORCL

Tue, 13 Jun 2023 09:45:27 -0500

Increasing unusual put option volume: XLRE FGEN MVIS EWJ ORCL

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility is at 25

Fri, 09 Dec 2022 11:15:38 -0500

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility is at 25; compared to its 52-week range of 15 to 34.

Real-Estate Select Sector Spdr Fund (XLRE) call put ratio 1 call to 16 puts

Tue, 06 Dec 2022 11:02:53 -0500

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility is at 24; compared to its 52-week range of 15 to 34. Call put ratio 1 call to 16 puts.

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility at 23

Tue, 06 Dec 2022 07:39:45 -0500

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility is at 23; compared to its 52-week range of 15 to 34.

Real Estate Select Sector SPDR Fund (XLRE) call put ratio 1 call to 57 puts

Thu, 29 Sep 2022 11:08:06 -0500

Real Estate Select Sector SPDR Fund (NYSE: XLRE) 30-day option implied volatility is at 32; compared to its 52-week range of 11 to 61 as shares sell off 2.4%. Call put ratio 1 call to 57 puts.

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility at 28

Thu, 24 Sep 2020 10:34:48 -0500

Real-Estate Select Sector Spdr Fund (XLRE) 30-day option implied volatility is at 28; compared to its 52-week range of 11 to 90.

Increasing unusual call option volume: XLRE APTI FHN DSW CSOD RG CMA LNC SCG

Tue, 11 Dec 2018 05:29:08 -0500

Increasing unusual call option volume: XLRE APTI FHN DSW CSOD RG CMA LNC SCG

Increasing unusual call option volume: XLRE APTI FHN DSW CSOD RG CMA LNC SCG

Tue, 11 Dec 2018 05:29:08 -0500

Increasing unusual call option volume: XLRE APTI FHN DSW CSOD RG CMA LNC SCG

Increasing unusual call option volume: XLRE CLDR

Thu, 04 Oct 2018 09:42:48 -0500

Increasing unusual call option volume: XLRE CLDR

Increasing unusual call option volume: XLRE CLDR

Thu, 04 Oct 2018 09:42:48 -0500

Increasing unusual call option volume: XLRE CLDR