消息

Across the first six months of 2026, $6.3 billion of pro‑rate gross investments and $842.7 million of dispositions/repayments will keep net debt at 2.99× adjusted EBITDA as of June 30, 2026 and sustain liquidity of $9.5 billion, underpinning the firm’s capacity to pursue its expansion agenda amid global volatility.

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Capital allocation for the quarter focused on aggressive expansion: $15.5 billion in pro‑rate gross investments was closed or under contract, $9.4 billion of which was completed. Pro‑rate gross investments for the reporting period were $6.3 billion, with $842.7 million in dispositions and loan repayments.

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Market‑performance assumptions include average blended same‑store net operating income growth of 13.75 %–16.0 % and senior‑housing‑operations portfolio NOI growth of 18.5 %–21.5 %, with a 2029 revenue growth projection of 14.2 % annually to $17.5 billion and earnings of $3.1 billion.

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Full‑year 2026 guidance was raised: normalized FFO is now projected at $6.36 to $6.44 per diluted share, compared with $6.21 to $6.35 previously. Net income per diluted share guidance for the year was set at $3.11 to $3.19, reflecting a modest reset against a prior $2.44 billion total net‑income target that was recently revised to $2.302–$2.362 bil...

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Earnings per diluted share were $1.60 versus $0.45 in the same quarter a year earlier. The Board announced a 15 % increase in the quarterly dividend to $0.85 per share, the 221st consecutive quarterly payment, which will be payable Aug. 20 to shareholders of record Aug. 12. The dividend lift signals confidence in sustained cash‑flow growth backed b...

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Revenue for the three months ended June 30, 2026 rose 39.1 % year‑over‑year to $3.54 billion, exceeding the Zacks Consensus Estimate by 3.41 %. Normalized funds from operations attributable to common stockholders were $1.60 per diluted share, a 25.0 % increase from the prior year’s $1.28 and a 3.23 % beat over the $1.55 consensus estimate.

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Globant S.A. (NYSE:GLOB), a technology services company providing digital transformation, AI, and software development solutions, was identified as the largest single detractor from WS Amati Global Innovation Fund's performance in the second quarter of 2026. The fund stated that Globant's shares were affected by investors' excessive extrapolation o...

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Galp is making progress in downstream activities, with constructive discussions ongoing with Moeve shareholders to unlock value and strengthen competitiveness. The company's renewable acquisitions have been at a higher valuation, raising questions about the expected equity IRR and the reliance on repowering for value creation. Overall, Galp's updat...

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The acquisition of a new 361‑megawatt wind portfolio in Spain enhances Galp's renewable capacity, increasing its total renewable capacity to 2.7 gigawatts. However, some analysts believe that the buyback program should be higher given conservative macro assumptions. The ongoing export tax situation in Brazil continues to be a concern, potentially i...

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Galp Energia SGPS SA (GLPEF) updated its full-year EBITDA guidance to approximately EUR4 billion and operating cash flow to EUR3 billion. This reflects strong operational performance and favorable macroeconomic conditions. The company announced a 10 % increase in the 2026 dividend per share, indicating confidence in its financial resilience and por...

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