U.S. Mortgage Finance Stock News

Mueller Water Products recently reported record Q4 and fiscal 2025 results, citing stronger net sales and net income driven by operational improvements and prior strategic initiatives. At the same time, insider share sales by senior executives highlighted how leadership is rebalancing personal holdings even as the business delivers its strongest annual performance so far. We’ll now examine how these record financial results, alongside insider selling, influence Mueller Water Products’...

Earlier this week, KeyBanc upgraded Curbline Properties to an Overweight rating, citing projected double-digit AFFO growth and firming REIT sector conditions supported by slower new supply. The bank pointed to Curbline’s highly leased convenience shopping center portfolio, broad diversification, and relatively low capital expenditure needs as key strengths underpinning its outlook. We’ll now examine how KeyBanc’s confidence in Curbline’s low capital expenditure profile could influence the...

ImmunityBio recently drew attention after reporting strong revenue growth, driven largely by sales of its bladder cancer therapy Anktiva, and highlighting its clinical pipeline at the Piper Sandler 37th Annual Healthcare Conference held earlier this month. The combination of accelerating Anktiva uptake and anticipated clinical and business updates has placed ImmunityBio’s commercial execution and pipeline progress firmly in focus for investors. With this context, we’ll explore how...

Old Second Bancorp (OSBC) is back on investors radar after management struck an upbeat tone at the Raymond James Small Cap Bank Summit, spotlighting recent revenue growth and its Evergreen Bank acquisition. See our latest analysis for Old Second Bancorp. That upbeat tone seems to be feeding into sentiment, with the share price at $19.62 and a solid year to date share price return alongside a triple digit five year total shareholder return that points to momentum still building rather than...

EastGroup Properties, Inc. recently filed a US$1.00 billion at-the-market follow-on equity offering and a universal shelf registration covering common stock, preferred stock, depositary shares and warrants. Together with a new US$250.00 million unsecured term loan and tweaks to its revolving credit facility, the company is clearly building optionality around how it funds future growth and manages its balance sheet. We’ll now assess how this sizeable at-the-market equity program could...

Cousins Properties (CUZ) has been grinding lower this year, with the stock down about 20% year to date and roughly 16% over the past 3 months, despite modest revenue and earnings growth. See our latest analysis for Cousins Properties. At a share price of $24.67, the recent 1 month share price return of negative 4.68 percent and 1 year total shareholder return of negative 16.01 percent suggest sentiment is still fading. However, the 3 year total shareholder return of 15.26 percent shows the...

STAG Industrial recently reported Q3 2025 results showing net income attributable to shareholders rising to US$48.6 million from US$41.8 million a year earlier, while acquiring two industrial buildings totaling 1 million square feet for US$101.5 million and maintaining portfolio occupancy at 95.8% with 63.4% lease retention in the quarter. At the same time, STAG highlighted resilient operational metrics such as high occupancy, growing lease activity, and a refreshed investor presentation...

In recent months, CarMax has faced multiple securities class action lawsuits and a CEO termination after investors alleged the company misled the market about the sustainability of its growth and the risks in its auto finance loan portfolio. These cases center on claims that earlier demand was temporarily inflated by customer reactions to potential tariffs, raising questions about how well investors understood the true health of the business. We’ll now examine how these allegations about...

LexinFintech Holdings (LX) has quietly slipped over the past month, even as its underlying business keeps inching forward. With shares near 3.25, investors are weighing recent weakness against improving profitability trends. See our latest analysis for LexinFintech Holdings. Over the past year, LexinFintech Holdings has seen its share price return weaken sharply in recent months, despite a solid three year total shareholder return. This suggests investors are reassessing both growth prospects...

Pharvaris (NasdaqGS:PHVS) just cleared a major clinical hurdle, with its RAPIDe-3 Phase 3 trial of oral deucrictibant hitting all primary and secondary endpoints in hereditary angioedema. The company intends to use these data as the basis for 2026 approval filings. See our latest analysis for Pharvaris. Even with the recent pullback, including a 1 day share price return of minus 4.6 percent and minus 6.9 percent over 7 days, Pharvaris still shows building momentum with a 30 day share price...

Eagle Materials recently reported that steady growth in its cement and aggregates businesses, supported by an aggregates acquisition, is helping counter weak demand in its gypsum wallboard segment amid a soft housing market. This mix of resilient cash generation, ongoing buybacks and dividends, and a bullish independent thesis on its construction exposure has drawn attention to how well the company may be positioned for a future housing upturn. Next, we’ll examine how this resilience in...

AAR Corp. recently announced that Senior Vice President and Chief Financial Officer Sean M. Gillen resigned earlier this month, with Vice President of Financial Operations Sarah L. Flanagan stepping in as interim CFO to oversee the company’s finance function. The move places an experienced internal leader with deep knowledge of AAR’s MRO, parts distribution, and digital initiatives at the center of its capital allocation and growth plans. We’ll now examine how appointing long-time insider...

Republic Bancorp (RBCA.A) just posted an 11% year on year revenue jump, and that steady top line growth is quietly shaping how investors view the stock after a modest earnings miss. See our latest analysis for Republic Bancorp. That 11% revenue lift seems to be stabilising sentiment, with the stock’s recent 1 month share price return of 4.01% contrasting with a softer 1 year total shareholder return of negative 6.73%, after an otherwise strong multiyear run. If Republic Bancorp’s steady...

W. R. Berkley Corporation recently declared a regular quarterly cash dividend of US$0.09 per share and a special cash dividend of US$1.00 per share, both paid on December 29, 2025, to shareholders of record as of December 15, 2025. Together with a US$0.50 special dividend paid in June, these payouts highlight the insurer’s strong capital position and its willingness to return excess cash to investors while Mitsui Sumitomo builds a 12.5% ownership stake aligned with the Berkley family. We’ll...

MetLife recently completed a US$10.00 billion reinsurance transaction with Talcott Resolution Life Insurance Company, transferring a block of U.S. retail variable annuity and rider reserves to improve capital efficiency and financial flexibility. This move, alongside solid third-quarter 2025 results featuring robust investment income and strong Asia sales, highlights MetLife’s push to sharpen its balance sheet while growing fee-oriented retirement and benefits businesses. We’ll now examine...

Agnico Eagle Mines (NYSE:AEM) is back in the spotlight as investors digest record profits, hefty free cash flow, and a net cash balance sheet, all while management reiterates steady gold output through 2027. See our latest analysis for Agnico Eagle Mines. The stock’s recent cooling, with a 1 day share price return of minus 1.52 percent and 7 day share price return of minus 3.21 percent to 168.83 dollars, comes after a powerful year to date share price return of 105.92 percent and a standout...

Herc Holdings (HRI) just priced $1.2 billion in new senior unsecured notes to refinance its 5.50% notes due 2027, a move that tightened up its debt timeline and gave investors clearer visibility on future interest costs. See our latest analysis for Herc Holdings. The refinancing announcement, coming on the heels of leadership changes and a fresh quarterly dividend, has helped the stock find its footing recently. Short term share price momentum has improved even as the year to date share price...

Synchrony Financial (SYF) has renewed its multi year consumer financing partnership with Mitsubishi Electric Trane HVAC US LLC, extending a decade long relationship that keeps Synchrony firmly embedded in the residential HVAC upgrade cycle. See our latest analysis for Synchrony Financial. The renewed Mitsubishi Electric Trane partnership slots neatly into an already strong run for Synchrony, with a roughly 23% year to date share price return and a powerful 5 year total shareholder return of...

WesBanco recently increased its quarterly cash dividend by 2.7% to US$0.38 per common share and, on November 15, 2025, redeemed all outstanding Series A preferred stock using proceeds from a new Series B preferred stock offering, while director Nelson F. Eric Jr. sold 752 common shares on December 3, 2025. Together, the higher dividend and preferred stock redemption highlight management’s current focus on returning capital to common shareholders and reshaping WesBanco’s funding mix. We’ll...

Recently, Sportradar Group came under scrutiny after a bearish report on The Bear Cave’s Substack raised concerns about its reliance on clients operating in loosely regulated gambling markets and the resilience of its sports data platform amid intensifying competition. This critique shines a light on the quality and durability of Sportradar’s underlying revenue streams, particularly where regulatory standards and enforcement may be weaker. We’ll now assess how these concerns about...

CSG Systems International (CSGS) has quietly put together a strong run, with the stock up roughly 19% over the past 3 months and more than 50% this year, drawing fresh valuation questions. See our latest analysis for CSG Systems International. That momentum has cooled a bit near the latest share price of $77.01, with the 7 day share price return modestly negative. However, the roughly 52% year to date share price return and near doubling of the 5 year total shareholder return suggest...

In early November 2025, Costamare reported upbeat quarterly results, underpinned by strong containership charter demand and a sizeable multi-year contract backlog that supports earnings visibility. These earnings, combined with Costamare’s identification as an overbought industrial name with high technical momentum, highlight how sentiment can quickly shift when solid contracted revenue meets strong trading signals. We’ll now explore how this earnings beat and sizeable contracted backlog...

Photronics (PLAB) just delivered a clean one two for investors: a Strong Buy consensus from Wall Street alongside better than expected third quarter earnings, backed by steady buybacks and a cash rich balance sheet. See our latest analysis for Photronics. The upbeat third quarter and Strong Buy call have started to nudge sentiment, with the stock’s recent 7 day share price return of 5.41% hinting at rebuilding momentum despite a softer 1 year total shareholder return. If this kind of quiet...

Impact of the Shelf Registration on Oculis Holding Stock Oculis Holding (NasdaqGM:OCS) just closed a roughly 9.4 million shelf registration tied to 494,259 ordinary shares, a move that puts potential dilution and fresh capital squarely on investors radar. See our latest analysis for Oculis Holding. The shelf registration lands after a strong run, with Oculis posting a roughly 28 percent year to date share price return and a three year total shareholder return above 100 percent. This suggests...