The Dividend Winners and Losers From 5% Treasury Yields
When the 30-year Treasury topped 5%, two dividend stocks moved in completely opposite directions on the same day, and the reason has nothing to do with their yields.
When the 30-year Treasury topped 5%, two dividend stocks moved in completely opposite directions on the same day, and the reason has nothing to do with their yields.
Joel Greenblatt's Gotham Asset Management disclosed a defensive tilt in its Q2 2026 13F, filed in mid-August, headlined by a $2.65 billion add to the SPDR S&P 500 ETF and outsized conviction buys in managed care, packaged foods, and Manhattan office real estate.
Ken Griffin went to Oslo, called the New York mayor's video creepy, and threatened to take Citadel's jobs to Miami. Then the demolition crews showed up anyway.
Keppel DC REIT (OTCMKTS:KPDCF - Get Free Report) and Vornado Realty Trust (NYSE: VNO - Get Free Report) are both real estate companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, risk, earnings and dividends. Analyst Ratings This is a
VNO's New York office occupancy hit 92.2% in the second quarter, up 550 basis points year-over-year, with guidance to exceed 93% by the end of fiscal year 2026. Leasing spreads remain positive, with a positive GAAP mark-to-market of 7.7% and revenue growing by 4.7% over its year-ago comp. VNO trades at 13.2x annualized FFO, below mid-cap REIT peers, suggesting possible further upside as pipeline conversion continues.
NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Vornado Realty Trust (NYSE:VNO) and Rudin Management announced today that they have formally agreed to enter into a joint venture with an affiliate of Kenneth C. Griffin, Citadel's Founder and CEO (“KG”), for the development of a 1.9 million square foot trophy office building at 350 Park Avenue. In connection with the development, Citadel Enterprise Americas LLC will enter into a 15-year, 1.05 million square foot anchor lease at the property to serve as its primary New York City office.
Vornado Realty Trust NYSE: VNO reported second-quarter comparable funds from operations of $0.67 per share, up from $0.56 a year earlier, as lease commencements at its PENN District properties, stronger signage revenue and improved New York operations contributed to results.
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VNO's Q2 FFO beat estimates as New York same-store NOI rises 11.9%, while strong leasing activity supports growth.
Vornado Realty Trust (VNO) Q2 2026 Earnings Call Transcript
The headline numbers for Vornado (VNO) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Vornado (VNO) came out with quarterly funds from operations (FFO) of $0.67 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to FFO of $0.56 per share a year ago.
NEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Vornado Realty Trust (NYSE: VNO) reported today: Quarter Ended June 30, 2026 Financial Results NET INCOME attributable to common shareholders for the quarter ended June 30, 2026 was $16,434,000, or $0.08 per diluted share, compared to $743,819,000, or $3.70 per diluted share, for the prior year's quarter. The decrease is primarily due to the $803,248,000 gain related to the 770 Broadway master lease with New York University ("NYU") during the three months ended June 30, 2025.
Demolition of three buildings is underway on Park Avenue and East 52nd Street for the new skyscraper, where two Griffin-controlled Citadel companies are to be anchor tenants with at least a combined 850,000 square feet.
NEW YORK, July 30, 2026 (GLOBE NEWSWIRE) -- Vornado Realty Trust (NYSE:VNO) announced today that its Board of Trustees has declared the following quarterly preferred dividends:
Arrowstreet Capital Limited Partnership lifted its holdings in shares of Vornado Realty Trust (NYSE: VNO) by 129.1% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,398,378 shares of the real estate investment trust's stock after acquiring an additional 788,067 shares during the
VNO heads into Q2 2026 earnings with revenues and FFO expected to rise higher as strong leasing and office demand remain in focus.
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Wall Street lit up Tuesday with massive earnings beats and a crypto surge, but Wednesday morning futures are already flashing red. Find out which stocks analysts are rushing to upgrade, cut, or cover for the first time before the opening bell.