U.S. Mortgage Finance Stock News

In early November 2025, Cisco Systems unveiled a comprehensive suite of AI-powered innovations spanning infrastructure, security, networking, and managed services, including the launch of Cisco IQ, Unified Edge, and major platform advancements in AI-driven observability and cybersecurity. These initiatives, featuring collaborations with NVIDIA and enhanced solutions for partners and enterprise clients, signal Cisco's intent to strengthen its position as a foundational technology provider in...

Super Group (NYSE:SGHC) just reported third-quarter results that show a strong jump in both revenue and net income compared to last year. The company also boosted its full-year revenue guidance, signaling solid momentum. See our latest analysis for Super Group (SGHC). After a year marked by upbeat earnings and an upgraded revenue outlook, momentum has clearly been building. Super Group’s share price has rocketed 93% so far this year, while its 1-year total shareholder return stands at an...

BioCryst Pharmaceuticals (BCRX) just posted increased revenue and swung to net income for both the third quarter and nine-month stretch. This reversed last year's loss and boosted investor interest with updated revenue guidance. Alongside the improved financial picture, BioCryst released new clinical trial data showing that its treatment ORLADEYO helped pediatric patients achieve and maintain significant reductions in attack rates. The ongoing FDA review of an oral granule version for younger...

UWM Holdings, the wholesale mortgage giant, just reported its strongest quarterly loan production since 2021 and rolled out an AI-driven assistant that has already begun improving efficiency across its operations. At the same time, management issued guidance for continued growth in the coming quarter, underscoring the company’s ability to adapt and support shareholder value even as market conditions fluctuate. See our latest analysis for UWM Holdings. Alongside its operational milestones, UWM...

Federal Realty Investment Trust has appointed Joseph D. Fisher to its Board of Trustees, effective January 1, 2026, adding a seasoned real estate executive with more than two decades of industry experience and prior senior leadership at UDR, Inc. Mr. Fisher’s background in capital allocation and real estate operations is expected to strengthen the Board’s capabilities in supporting the company’s future initiatives and oversight. We’ll examine how Mr. Fisher’s expertise in real estate...

Pagaya Technologies Ltd. recently reported third quarter 2025 earnings, showcasing a year-over-year shift from net loss to net income on revenue of US$350.17 million, and simultaneously raised its guidance for both fourth quarter and full year 2025, projecting network volume to reach up to US$10.75 billion. The company's transition to profitability alongside upwardly revised guidance indicates increasing operational confidence and momentum in its underlying business performance. We'll...

GlobalFoundries (GFS) shares have edged up 2% over the past day, catching the attention of market watchers. With steady revenue growth and annual net income improvement, investors may be weighing the recent momentum in comparison to longer-term performance trends. See our latest analysis for GlobalFoundries. After a challenging start to the year, GlobalFoundries’ 1-day and 1-month share price returns show a spark of positive momentum. However, the total shareholder return remains firmly in...

Arthur J. Gallagher & Co. recently reported its third quarter 2025 results, showing revenue growth to US$3.37 billion and net income of US$272.7 million, alongside affirming a regular quarterly dividend of US$0.65 per share. The company also highlighted a series of acquisitions completed during the period, signaling an ongoing focus on expanding its global presence and strengthening its service offerings. We’ll consider how the combination of rising revenues and continued acquisition...

Broadstone Net Lease (BNL) has reached a milestone with substantial completion of its first maintenance, repair, and overhaul facility at Dayton International Airport. This facility is tied to Sierra Nevada Corporation’s contract with the U.S. Air Force. See our latest analysis for Broadstone Net Lease. Recent progress on the Dayton airport facility adds to a string of milestone announcements for Broadstone Net Lease, including new off-market development deals and continued dividend payments...

Enovis Corporation recently reported third-quarter 2025 earnings, with sales rising to US$548.91 million and an operationally strong performance offset by a very large goodwill impairment of US$548.44 million. The company raised full-year guidance for adjusted EPS and EBITDA, underscoring increased confidence in its core business segments despite the significant non-cash charge and the sale of its Dr. Comfort business unit. We'll explore how management's decision to increase guidance, even...

IonQ (IONQ) shares have seen some swings recently, reflecting changing investor sentiment as the company continues to build out its quantum computing business. Over the past month, the stock has dipped about 22%. See our latest analysis for IonQ. Zooming out shows just how dramatic IonQ’s run has been. While recent momentum has cooled, with the 1-month share price return down 21.6% after a stellar rally, investors who stuck around for the past year have notched a remarkable 135% total...

First Interstate BancSystem, Inc. recently reported higher net income and an improved credit profile for the third quarter, while completing a US$57.2 million share repurchase and confirming a US$0.47 per share dividend for November 2025. The company’s earnings guidance for 2026, which anticipates mid-single-digit net interest income growth, signals management’s confidence in continuing its financial momentum. We'll examine how the sharp reduction in net charge-offs and improved earnings...

Federal Home Loan Mortgage Corporation (Freddie Mac) recently reported its third quarter 2025 earnings, with net income decreasing to US$2.77 billion from US$3.11 billion last year and year-to-date net income totaling US$7.95 billion. Heightened investor attention follows federal policy initiatives to improve mortgage affordability, including a proposed 50-year mortgage and discussions about public offerings for government-sponsored entities like Freddie Mac. We'll explore how the...

Harmony Biosciences Holdings reported its third quarter 2025 earnings, with net income rising to US$50.87 million and diluted earnings per share from continuing operations reaching US$0.87, both up from the previous year. The company also posted a strong year-to-date net income of US$136.2 million, highlighting a consistent upward trend across its key financial metrics. We'll examine how Harmony's sustained increases in earnings and profit margins influence its investment narrative in light...

Surf Air Mobility Inc. recently completed a follow-on equity offering comprising both common stock and warrants through a registered direct offering. This move suggests the company is seeking additional capital that could support its expansion ambitions or bolster its financial flexibility. We will explore how this latest capital-raising effort could impact Surf Air Mobility’s long-term growth outlook and shareholder dilution risk. Trump's oil boom is here - pipelines are primed to profit...

Essent Group Ltd. recently announced third quarter 2025 earnings, reporting revenue of US$311.83 million and net income of US$164.22 million, alongside a quarterly cash dividend of US$0.31 per common share payable on December 10, 2025. The company maintained relatively steady earnings per share despite modest declines in both revenue and net income compared to the prior year, which may influence investor sentiment following the dividend declaration. With the dividend move reinforcing...

MetLife, Inc. recently reported third-quarter 2025 results, with adjusted earnings per share rising 22% year-over-year, supported by strong sales growth in Asia and increased variable investment income, even as overall revenue missed analyst forecasts at US$17.36 billion. The company returned approximately US$875 million to shareholders through dividends and share buybacks, while also securing US$12 billion in pension risk transfer mandates and expanding access to retirement income products...

T-Mobile and Capital One recently introduced the T-Mobile Visa, a co-branded credit card offering customers rewards redeemable for phones, accessories, and bill credits, with instant digital access through the T-Life app and retail locations beginning November 10, 2025. Alongside this collaborative launch, Capital One announced increased dividends for both common and multiple series of preferred shares, reflecting a focus on rewarding shareholders and reinforcing its financial...

A. O. Smith (AOS) posted its third quarter earnings, revealing higher sales and net income compared to last year. The company also revised its full-year 2025 outlook and provided an update on recent share repurchases. See our latest analysis for A. O. Smith. Despite mixed quarterly news and a slight dip in guidance, A. O. Smith’s ongoing share buybacks and exploration of new growth opportunities have kept investors engaged. The latest share price of $66.17 reflects a cautious but steady...

In recent days, BlackRock began winding down its Impact Opportunities Fund following the collapse of subprime car lender Tricolor, which had been one of the fund's investments. This move marks a pause in BlackRock's social impact investment efforts, reflecting increased caution around risk in this segment while its broader financial strength remains intact. We'll explore how BlackRock's decision to wind down its Impact Opportunities Fund amid risk concerns could affect its long-term...

WesBanco (WSBC) is making strategic moves in Tennessee by opening a new commercial loan production office in Knoxville and its first retail banking center in Chattanooga. The company also promoted Adam Thomas to Regional President, Tennessee. See our latest analysis for WesBanco. Alongside its growth in Tennessee, WesBanco recently completed a preferred stock redemption and continues to be recognized for financial strength and community impact. Despite these positive developments, the 1-year...

LPL Financial Holdings (LPLA) has seen its stock climb 19% over the past month, marking an interesting period for investors. That steady recovery stands out when compared to broader market moves during the same timeframe. See our latest analysis for LPL Financial Holdings. LPL Financial Holdings’ recent momentum, capped off by a 19% 1-month share price return, builds on a broader pattern. The stock’s 18.5% total shareholder return over the past year, along with a remarkable 321% total return...

On October 28, 2025, Valero Energy announced that Homer Bhullar will be promoted to Chief Financial Officer and Senior Vice President, succeeding Jason Fraser following his retirement at the end of December 2025. This leadership succession reflects Valero’s ongoing focus on continuity and deep internal experience, as Bhullar brings over a decade of company and sector expertise to his new financial stewardship role. We’ll explore how this CFO transition may influence Valero Energy’s...

Mid-America Apartment Communities recently reported third quarter 2025 results, noting sales of US$554.37 million and net income of US$99.54 million, alongside a revision to its full-year 2025 earnings guidance to US$4.18–US$4.30 per diluted share, down from its previous outlook. This shift in guidance reflects lower expectations for earnings and a conservative view on property revenue growth, capturing current operational challenges despite resilient sales figures year-to-date. We'll...