
News and disclosures filtered by period, publisher, and event group.
Select a headline to open the full news page in the app.
I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Americold Launches “Fit for Purpose” Initiative, Advancing Strategic Priorities With Targeted Incremental Annual Overhead Savings of More Than $25 Million

Americold Realty is regaining operational momentum after a prolonged period of margin pressure. COLD's transformational joint venture with EQT Partners unlocks $1.1 billion in proceeds, accelerates deleveraging, and highlights a significant public-private valuation gap. International operations, especially in Europe, are driving occupancy and throughput gains, while COLD's vast network positions it for industry consolidation.

ATLANTA, May 21, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that its Board of Directors has declared a dividend of $0.

ATLANTA, May 21, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that its Board of Directors has declared a dividend of $0.23 per share for the second quarter of 2026, payable to holders of the Company's common stock. The dividend will be payable in cash on July 15, 2026 to stockholders of record at the close of business on June 30, 2026.

COLD adds Jeronimo Martins in Portugal, expanding Lisbon fulfillment and deepening its push into higher-value European retail logistics.

ATLANTA and LISBON, Portugal, May 21, 2026 (GLOBE NEWSWIRE) -- Americold, a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition, and development of temperature-controlled facilities, today announced a new long-term relationship with Jerónimo Martins, Portugal's leading retail group, further advancing its growing portfolio of retail operations across Europe.

ATLANTA and LISBON, Portugal, May 21, 2026 (GLOBE NEWSWIRE) -- Americold, a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition, and development of temperature-controlled facilities, today announced a new long-term relationship with Jerónimo Martins, Portugal's leading retail group, further advancing its growing portfolio of retail operations across Europe.

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Americold will run PLUS' centralized frozen logistics from Barneveld, expanding its European retail footprint as revenue stays flat and profits soften.

ATLANTA, May 14, 2026 (GLOBE NEWSWIRE) -- Americold (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services, today highlighted its expanding relationship with PLUS, a Netherlands-based supermarket cooperative with approximately 440 stores, as the retailer transitions to consolidated frozen logistics operations, establishing a single, integrated cold chain solution with nationwide coverage. Americold will manage the storage, handling, and distribution of PLUS's frozen product assortment through its strategically located Barneveld distribution center, creating a more streamlined and consistent supply chain.

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (“Americold” or the “Company”) (NYSE: COLD), today announced that a second independent proxy advisory firm, Glass, Lewis & Co. (“Glass Lewis”), has joined Egan-Jones Proxy Services (“Egan-Jones”) in recommending that Americold shareholders vote AGAINST the reelection of long-tenured Chairman Mark Patterson at the Company's upcoming 2026 Annual Meeting.

Americold Realty Trust NYSE: COLD reported first-quarter 2026 adjusted funds from operations of $0.29 per share, exceeding analyst consensus, as management said occupancy trends showed signs of stabilization despite continued pressure in the cold storage market.

Americold Realty Trust, Inc. (COLD) Q1 2026 Earnings Call Transcript

Although the revenue and EPS for Americold Realty Trust (COLD) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Americold Realty Trust Inc. (COLD) came out with quarterly funds from operations (FFO) of $0.29 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to FFO of $0.34 per share a year ago.

Americold Realty Trust said on Thursday it has formed a joint venture with investment firm EQT's Active Core Infrastructure fund that would focus on cold-storage warehouses in North America.

/PRNewswire/ -- Americold Realty Trust (NYSE: COLD) ("Americold"), a global leader in temperature-controlled logistics, and EQT, a purpose-driven global

/PRNewswire/ -- Americold Realty Trust (NYSE: COLD) ("Americold"), a global leader in temperature-controlled logistics, and EQT, a purpose-driven global

Americold's JV with EQT strengthens its balance sheet and expands flexibility to invest, supporting long‑term growth across its cold chain network.

Delivered $0.29 Q1 AFFO Per Share Industry Fundamentals Continue to Show Signs of Stabilization Continued Progress Across Key Strategic Priorities - Including New $1.3 Billion Joint Venture ATLANTA, May 07, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust, Inc. (NYSE: COLD) (the “Company”), is the global leader in temperature-controlled logistics, ensuring safe, efficient food movement worldwide, today announced financial and operating results for the first quarter ended March 31, 2026. “Americold delivered another solid quarter, with results that came in ahead of expectations,” said Rob Chambers, CEO of Americold.

First Mid Bancshares (FMBH) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.96 per share a year ago.

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (“Americold” or the “Company”) (NYSE: COLD), today announced that Egan-Jones Proxy Services (“Egan-Jones”), an independent proxy advisory firm, has recommended shareholders vote AGAINST the reelection of long-tenured Americold directors Mark Patterson and Andy Power, as well as directors Kelly Barrett, Robert Bass, Antonio Fernandez, Pamela Kohn and David.

There's no shortage of real estate ETFs for advisors and investors to consider. With Federal Reserve's interest rate policy still in flux, market participants may want to consider an active approach to real estate equities.

Alexandria Real Estate Equities (NYSE: ARE - Get Free Report) and Americold Realty Trust (NYSE: COLD - Get Free Report) are both mid-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, earnings, institutional ownership, profitability, valuation, dividends and risk. Volatility and Risk Alexandria

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (NYSE: COLD) (“Americold” or the “Company”), today issued a detailed presentation explaining why shareholders should vote “AGAINST” the re-election of Mark Patterson and Andrew Power to the Company's Board of Directors (the “Board”) at Americold's upcoming Annual Meeting of Shareholders (the “Annual Meeting”). Mr. Power is subject to what we view as an ir.

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (“Americold” or the “Company”), today issued the following open letter urging shareholders to vote “AGAINST” the reelection of Mark Patterson and Andrew Power to the Company's Board of Directors (the “Board”) at Americold's upcoming Annual Meeting of Shareholders (the “Annual Meeting”). Of note, Messrs. Patterson and Power currently serve together as dire.

ATLANTA, April 14, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics real estate and value-added services, today released its 2025 Sustainability Report, highlighting continued progress across energy efficiency, emissions reduction, safety performance, and facility resilience within its global cold storage network. Customers depend on Americold's network every day to protect food and keep their supply chains moving.

Shares of Americold Realty Trust Inc. (NYSE: COLD - Get Free Report) have been given an average rating of "Hold" by the seventeen ratings firms that are currently covering the stock, MarketBeat Ratings reports. Three investment analysts have rated the stock with a sell rating, ten have assigned a hold rating and four have assigned a

ATLANTA, April 13, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that the Company will release first quarter 2026 financial results before the market opens on Thursday, May 7, 2026. A conference call will be held on Thursday, May 7, 2026 at 8:00 a.m.

Americold and Ladder Capital offer high yields underpinned by durable business models and disciplined balance sheets. COLD's 7.7% yield and 8.7x multiple reflect cyclical earnings, but deleveraging, cost savings, and pricing power could drive a 30% total return in 12 months. LADR's hybrid lending/ownership model, investment-grade balance sheet, and 9.2% yield position it for 30% upside amid forecasted EPS growth in 2026 and 2027.

REITs deserve a larger allocation today, driven by attractive valuations, structural demand, and reliable income across diverse sectors. Data center REITs like Equinix, Digital Realty, and Iron Mountain benefit from AI and cloud-driven demand, with strong growth and supply scarcity. Industrial REITs such as Prologis, EastGroup, and STAG Industrial offer structural growth, with EastGroup favored for its Sunbelt focus and robust internal growth.

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (“Americold” or the “Company”), today announced that it is reluctantly initiating a public campaign focused on Chairman Mark Patterson and his boardroom allies. Last week, in a private letter that the Board of Directors (the “Board”)1 has not acknowledged, Sieve detailed its serious concerns pertaining to Mr. Patterson's documented history of apparently p.

SG Americas Securities LLC bought a new stake in Americold Realty Trust Inc. (NYSE: COLD) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 786,799 shares of the company's stock, valued at approximately $10,118,000. SG Americas Securities LLC owned approximately

For my first rating of Americold, I called it a hold. I like their large global portfolio and key role in a critical niche like cold storage, their high dividend yield (above 8%), and investment-grade rating from Fitch. Margins have shown pressure, with this business model being a high-cost one among industrial REITs, and any reduced occupancy can impact earnings.

Americold Realty Trust Inc. (NYSE: COLD - Get Free Report) has earned a consensus recommendation of "Hold" from the sixteen ratings firms that are presently covering the firm, MarketBeat Ratings reports. Three research analysts have rated the stock with a sell rating, nine have given a hold rating and four have assigned a buy rating to

Indexes for US equity real estate investment trusts fell further alongside the broader stock market during the week ended March 13. The Dow Jones Equity All REIT index closed the recent week down 1.52%, while the S&P 500 and Dow Jones Industrial Average fell 1.60% and 1.99%, respectively. The healthcare REIT index was the only property sector index to rise and was up 1.17%.

Many REITs trade 30–40% below property values, creating a rare opportunity. Real estate may hold up better during wars and geopolitical shocks. Unlike most sectors, AI cannot disrupt physical real estate assets.

AI is beginning to disrupt far more industries than most investors expected. As barriers to entry collapse, many businesses could face lower growth and valuations. But one asset class may actually benefit from this shift.

Conversant Capital added 1,500,000 shares of Americold Realty Trust in the fourth quarter. The quarter-end position value increased by $19.29 million as a result of the new stake.

Rush Island Management acquired 2,928,659 shares of Americold Realty Trust in the fourth quarter. The quarter-end position value increased by $37.66 million, reflecting the new share purchase.
