U.S. Mortgage Finance Stock News

In August 2026, Surgery Partners, Inc. reported second-quarter 2026 results showing sales of US$848.9 million versus US$826.2 million a year earlier, alongside a higher net loss of US$15.0 million, while also disclosing no share repurchases under its March 2026 buyback authorization to date. Management highlighted that disciplined M&A and portfolio optimization have led to only an immaterial level of acquisitions so far in 2026, and that total M&A spending will fall short of its US$200.0...

F.N.B (FNB) has expanded its Private Family Wealth offering for ultra high net worth clients by adding specialized advisory services and advanced solutions that aim to support long term and multigenerational financial objectives. See our latest analysis for F.N.B. F.N.B's recent move to build out Private Family Wealth comes as the stock shows mixed momentum, with the 7 day share price return declining 4.5%, the 90 day share price return rising 5.1%, and the 1 year total shareholder return at...

Roper Technologies (ROP) drew attention after its Illumia education platform introduced PayPal and Venmo as tuition payment options. This client announcement raises fresh questions about the company’s software driven recurring revenue profile. See our latest analysis for Roper Technologies. The Illumia payment update lands during a period of mixed performance for Roper Technologies, with a 90 day share price return of 28.56% and a year to date share price decline of 5.24%, while the 1 year...

Baxter International has recently appointed John Rogers as Chief Financial Officer and Executive Vice President, adjusted its credit agreement to allow higher net leverage, and expanded its bond tender offer capacity to US$600 million while also naming an interim Chief Accounting Officer and Controller. Together, the leadership refresh in Baxter’s finance organization and the move to repurchase long-dated debt signal a concerted effort to reshape its balance sheet and tighten financial...

CME Group (CME) has drawn fresh attention after outlining three new futures initiatives in sports, compute and metals that expand its product set and around the clock trading access for different customer types. See our latest analysis for CME Group. For context, CME Group's 1-month share price return of 7.70% and 7-day share price return of 2.65% suggest momentum has picked up again after a 90-day period when the share price declined 2.68%. The 5-year total shareholder return of 70.23%...

Recent developments at CareDx highlight its growing role in precision medicine and transplant care, underpinned by AI-driven diagnostics such as AlloSure Plus and deeper integration into electronic health record systems. These moves point to CareDx increasingly positioning itself as an infrastructure provider for personalized transplant monitoring, rather than just a single-test diagnostics vendor. We’ll now explore how this push into AI-driven diagnostics and EHR integration may influence...

Tariffs between the US and Canada are no longer just headlines; they are starting to reshape where factories run, where goods are sourced and which companies sit closer to the front of the line when trade costs rise. That shift can create fresh winners and leave others lagging. This article walks through three stocks exposed to this trade story and explains why each could matter for your portfolio decisions today. The three stocks covered below are just a starting sample, and the full screen...

Vornado Realty Trust (VNO) has agreed to a joint venture with Rudin Management and an affiliate of Kenneth C. Griffin to develop a 1.9 million square foot office tower at 350 Park Avenue. See our latest analysis for Vornado Realty Trust. The joint venture announcement comes as Vornado Realty Trust trades at US$37.88, with the share price down 4.63% over the past month but up 15.84% over 90 days and supported by a 71.16% three year total shareholder return. This points to momentum building...

With U.S. public debt above US$40t, long term yields over 5% on the 30 year and no strong policy stimulus in sight, funding costs are becoming a story investors can no longer ignore. Higher discount rates can reshape which stocks benefit from this capital hungry cycle and which struggle. This article walks through three stocks from the private credit and direct lending screener that look particularly exposed to these forces. The three stocks below are just a starting sample, and the full...

Eli Lilly (LLY) has moved further into obesity and diabetes care with the UK launch of its once daily oral GLP-1 pill Foundayo, orforglipron, shortly after lifting its full year outlook. See our latest analysis for Eli Lilly. The launch of Foundayo comes during a strong run for Eli Lilly’s stock, with a 90 day share price return of 17.91% and a 1 year total shareholder return of 81.69%. This indicates momentum that has built rather than faded over multiple years. If you are interested in how...

Governance concerns come into focus for ASA Gold and Precious Metals On 14 August 2026, investor Alexander Merk filed an exempt solicitation with the SEC that challenges ASA Gold and Precious Metals (NYSE:ASA) board expertise and its approach to shareholder rights. Merk also released a dashboard that tracks key company metrics since the board took over management on 1 July 2026, while highlighting that current overseers reportedly lack precious metals mining experience. See our latest...

Cogent Biosciences, Inc. reported past earnings results for the second quarter and six months ended June 30, 2026, with net losses of US$96.41 million for the quarter and US$193.76 million for the half-year, both higher than the prior year. The widening losses highlight the company’s growing investment in its operations and development efforts, a key consideration for investors assessing its progress. Next, we’ll examine how the widening net losses shape Cogent Biosciences’ investment...

Arm Holdings (NasdaqGS:ARM) is back in focus after recent fund letters highlighted its latest quarter, which showed 20% revenue growth and 12% profit growth, along with increasing exposure to AI and data center workloads. See our latest analysis for Arm Holdings. Arm Holdings has seen short term share price momentum cool, with the share price down 10.36% over the last week and 24.25% over 90 days, even after a very strong 112.08% year to date share price return and a 76.60% total shareholder...

Li Auto (NasdaqGS:LI) is in focus after unveiling an updated Mega minivan that keeps its bullet train inspired profile while adding fully active suspension, a larger 108 kWh battery, and expanded LiDAR coverage. See our latest analysis for Li Auto. For investors tracking Li Auto, the recent product update arrives as the share price shows mixed momentum, with a 7.67% 1 month share price return and a year to date share price decline of 24.35%, alongside a 1 year total shareholder return decline...

Extra Space Storage (EXR) has drawn fresh attention after announcing that President Noah Springer will become chief executive officer on January 1, 2027, as long-serving CEO Joe Margolis retires and moves into an advisory role. See our latest analysis for Extra Space Storage. Despite the leadership news and a recently affirmed quarterly dividend, Extra Space Storage’s recent share price has been relatively steady. The 90 day share price return of 1.96% sits against a stronger year to date...

Under Armour (UAA) recently highlighted contrasting trends, with international regions such as Europe, the Middle East and Africa and Latin America reporting growth that helped counter softer North American demand, while management cut FY2027 guidance to a mid single digit decline in revenue. See our latest analysis for Under Armour. The recent guidance cut appears to have weighed on sentiment, with a 30 day share price return of down 23.33% and a 90 day share price return of down 4.77% even...

Gap (GAP) is in focus after announcing a nationwide partnership with DoorDash that brings Gap and Gap Factory products to on demand delivery just ahead of the back to school shopping period. See our latest analysis for Gap. Gap's recent partnerships and branding efforts, including the DoorDash rollout and collaboration with Southern University's Human Jukebox, come against a share price of $19.80. The stock is down 21.4% on a year to date share price return but has delivered a much stronger...

In August 2026, Americold Realty Trust expanded its integrated ecommerce fulfillment capabilities across five U.S. cold chain sites, using its SmarTrakr™ platform to support direct-to-consumer food brands with order-level fulfillment, packaging, and temperature-controlled last‑mile delivery reaching about 99.5% of the U.S. population within two days. This build-out, illustrated by its work with direct-to-consumer protein provider Good Ranchers and over one million ecommerce packages shipped...

Crane NXT (CXT) stock is in focus after the company appointed Jason Lund as President of Crane Payment Innovations and Group President of its Detection and Traceability Technologies segment, highlighting fresh leadership across key operations. See our latest analysis for Crane NXT. The leadership change comes as Crane NXT trades at US$50.20, with a 90 day share price return of 23.07% but a 1 year total shareholder return that declined 18.55%. This suggests recent momentum contrasts with...

In August 2026, Targa Resources Corp. announced it had executed new 20-year, fee-based midstream agreements with ExxonMobil subsidiaries across the Permian Basin, adding significant acreage dedications in the Delaware and Midland basins and committing to build three new gas processing plants plus the Bull Run II pipeline, with updated 2026 growth capital of about US$5.00 billions. An interesting aspect of this development is how the long-term acreage and NGL dedications through 2046 deepen...

U.S. Physical Therapy, Inc. has appointed Nchacha Etta as Executive Vice President and Chief Financial Officer, effective September 1, 2026, replacing Interim CFO Jason Curtis, who will continue as Senior Vice President for Finance and Accounting. Etta’s background leading finance, IT, and investor relations across major healthcare and consumer companies, alongside his board role at KBR, Inc., adds a broad, cross-industry perspective to U.S. Physical Therapy’s senior leadership team. Next,...

Why ResMed Stock Is Back in Focus After Board and Auditor Changes ResMed (RMD) is drawing attention after announcing two governance moves. Carol Burt will become Lead Director in November 2026, and the company has also replaced KPMG with PricewaterhouseCoopers as its independent auditor. See our latest analysis for ResMed. ResMed’s governance updates arrive as momentum in the share price has recently turned positive. The stock has a 1 month share price return of 18.56%, while the year to date...

Dividend affirmation and board refresh put Sysco in focus Sysco (SYY) recently drew investor attention after affirming a quarterly cash dividend of $0.55 per share and expanding its Board to 13 directors with two experienced additions. The dividend is payable on October 23, 2026, to stockholders of record on October 2, 2026. Jason Murray and Tom Ondrof are set to join the Board on September 1, 2026, bringing backgrounds in technology, supply chain, finance, and foodservice distribution. See...

Between April 1 and June 30, 2026, Allegiant Travel reported no additional share repurchases under its long-running buyback, having previously retired 3,767,291 shares for US$488.57 million since the program began in 2014. More recently, Raymond James upgraded Allegiant Travel’s rating to Strong Buy, highlighting the airline’s margin recovery levers, flexible capacity model, and added scale following the Sun Country acquisition as key reasons for its more favorable view. With Raymond James...