U.S. Mortgage Finance Stock News

In April 2026, Meritage Homes reported a 55% year-over-year decline in first-quarter net earnings to US$55,000,000, driven by lower home closing revenue, fewer closings, and reduced gross profit. Despite this pressure on profitability, the company is still being cited by some analysts as one of the best real estate stocks beyond REITs, underscoring a mixed but resilient perception of its long-term prospects. We’ll now examine how this sharp first-quarter earnings drop and revenue weakness...

The Morning Bull - US Market Morning Update Monday, Jun, 8 2026 US stock futures are pointing sharply lower this morning, with E mini S&P 500 contracts down about 2.6% and Nasdaq 100 futures off nearly 4.8%, as investors react to stronger than expected US jobs data and a jump in market volatility. Nonfarm payrolls rose by 172,000 in May and unemployment held at 4.3%, while wages grew 0.3% month over month, signaling a job market that is still firm and keeping alive the prospect of another...

Goodyear Tire & Rubber (GT) has moved back into the spotlight after revealing it will supply specialized lunar tires for Lunar Outpost’s Pegasus Lunar Terrain Vehicle, which is part of NASA’s Artemis missions that are planned to begin supporting astronauts in 2028. See our latest analysis for Goodyear Tire & Rubber. Despite the Artemis contract drawing fresh attention, Goodyear’s recent trading tells a different story. The stock’s 30-day share price return is down 12.22% and its 1-year total...

The latest move in Caterpillar (CAT) stock comes as the U.S. cuts tariffs on key equipment such as bulldozers and forklifts, accompanied by strong Power and Energy results tied to data center infrastructure and an increased sales outlook. See our latest analysis for Caterpillar. Caterpillar shares have just stepped back after a strong run, with the 1 day share price return down 3.85%, while the 90 day share price return of 26.18% and 1 year total shareholder return of 155.28% still point to...

In late May 2026, Mondelez International held its annual general meeting, where shareholders rejected proposals on plastic packaging reporting and adopting an independent board chair policy. A separate announcement of Limited-Edition OREO & BTS cookies, blending Korean street-food flavours with a globally recognised music brand, highlights how Mondelez is using high-profile collaborations to deepen consumer engagement. We’ll now examine how the Oreo & BTS partnership, as a major global brand...

EVERTEC (EVTC) is drawing attention after recent trading, with the stock down 2% on the day and showing declines over the past week, month, past 3 months, year to date, and past year. See our latest analysis for EVERTEC. With the share price at US$22.34 and the 90 day share price return down 19.78%, alongside a 1 year total shareholder return that has declined 39.23%, recent weakness reflects a broader loss of momentum for investors. If you are reassessing your options after EVERTEC's recent...

Why St. Joe Is On Investors’ Radar Today St. Joe (JOE) is back in focus as investors reassess its real estate and hospitality mix. The stock has been roughly flat over the past month but lower over the past three months. See our latest analysis for St. Joe. At a share price of US$64.87, St. Joe has seen its short term momentum soften, with the share price return down over the past three months but still positive year to date. The 1 year total shareholder return of 42.26% reflects a stronger...

Spire (SR) is back in focus after its latest second quarter update, where adjusted earnings came in slightly below estimates, revenue declined year over year, and management reset 2026 guidance alongside a new long term capital plan. See our latest analysis for Spire. Following the earnings reset and long term capital plan, Spire’s recent share price has been choppy, with the stock down over the past quarter but supported by a 1 year total shareholder return of 16.13% and a 5 year total...

Enpro (NPO) has drawn fresh attention after another solid period of returns. The stock is up about 64% over the past year and roughly 42% year to date at a recent price of $312.14. See our latest analysis for Enpro. The recent move to a share price of $312.14 comes with short term share price returns that have been mixed, while the 1 year total shareholder return of 63.99% and 5 year total shareholder return of 235.98% indicate strong momentum over time. If you are curious about other...

Principal Financial Group recently completed a US$398.84 million fixed‑income offering of 5.30% senior unsecured notes due January 15, 2037, priced at 99.709% of par with attached guarantees and call features. On top of this, the company expanded its long-standing relationship with State Street Corporation, outsourcing custody, fund accounting, and administration for Principal Funds to bolster its mutual fund infrastructure and operating scale. Next, we’ll examine how outsourcing fund...

Recent results at Kohl's (KSS) have drawn fresh attention, as management pointed to its best quarter in more than four years, stronger proprietary brand sales, stabilizing card customers, and reaffirmed full year guidance. See our latest analysis for Kohl's. Despite the recent pullback, with a 1-day share price return of down 3.13% to US$15.46, the 1-year total shareholder return of 77.91% shows how sharply sentiment has swung as investors weigh improving operations against earlier sales...

If you are wondering whether NVIDIA's current share price offers good value or is already pricing in a lot of optimism, this article walks through what that might mean for you as an investor. After a very strong multi year run, the stock is still up 8.6% year to date and 44.0% over the last year, even though it has fallen 8.6% over the past week and 4.7% over the past month from a last close of US$205.10. Recent headlines around NVIDIA have focused on its central role in powering artificial...

Fluor (FLR) stock has been in focus after a US$1.03b contract modification to support the US Naval Nuclear Laboratory, along with a limited notice to proceed on LNG Canada’s proposed Phase 2 expansion. See our latest analysis for Fluor. These contract wins have arrived during a period of solid momentum, with Fluor’s share price delivering a 14.05% year to date share price return and a 157.36% five year total shareholder return. This suggests investors are rewarding the company’s expanding...

Community Trust Bancorp recently highlighted its status as a higher-yield payer, with a 3.15% dividend and a record of increasing payouts five times over the past five years. Analysts now expect nearly 12% earnings growth for fiscal 2026, reinforcing the bank’s appeal to income-focused investors who prioritize consistent dividends. With this backdrop of rising dividends, we’ll examine how the earnings growth outlook shapes Community Trust Bancorp’s broader investment narrative. The latest...

Recent performance snapshot Cheesecake Factory (CAKE) has drawn fresh attention after recent trading, with the stock last closing at US$66.13. That price sits close to its internally assessed value metrics and recent analyst expectations. See our latest analysis for Cheesecake Factory. Recent price action has been supportive, with a 1-month share price return of 7.27% and a year to date share price return of 25.22%. The 3-year total shareholder return of 112.94% points to strong long term...

Bentley Systems (BSY) drew fresh investor attention after reporting Q1 2026 results that included 14.5% year-over-year revenue growth, higher subscription and ARR figures, and a new US$550 million term loan alongside repayment of convertible notes. See our latest analysis for Bentley Systems. Despite the solid Q1 update and focus on AI driven workflows, the share price at US$32.93 reflects pressure, with the 90 day share price return down 15.5% and the 1 year total shareholder return down...

Las Vegas Sands (LVS) is back in focus for investors after recent trading, with the stock closing at US$50.25 and showing mixed return patterns over the past year across multiple time frames. See our latest analysis for Las Vegas Sands. Recent trading has been weak, with the 7 day share price return down 5.67% and the year to date share price return down 22.94%, even though the 1 year total shareholder return is up 22.33%. This suggests shorter term momentum is fading, while longer term...

Provident Financial Services (PFS) caught investor attention after a sector wide rally in regional banks, as improving net interest margins and fading expectations for near term rate cuts supported the latest move in the stock. See our latest analysis for Provident Financial Services. The latest sector rally sits on top of a steady upswing in PFS, with a 90-day share price return of 7.6% and a 1-year total shareholder return of 39.8%, suggesting that momentum has been building rather than...

ExlService Holdings (EXLS) has drawn fresh attention after integrating NVIDIA’s Build Your Own Transaction Foundation Model developer example into its EXLerate.ai platform, targeting fraud detection, risk management, personalization and recommendation engines for financial institutions. See our latest analysis for ExlService Holdings. Despite the AI-focused announcement, the stock’s recent momentum has been weak, with the share price down 28% year to date and the 1 year total shareholder...

Guardian Pharmacy Services (GRDN) amended its long standing loan and security agreement, extending its revolving loan maturity to May 2030 and updating covenants in ways that may matter for investors assessing balance sheet flexibility. See our latest analysis for Guardian Pharmacy Services. Those revised loan terms arrive while momentum in the stock has been firm, with a 30 day share price return of 12.16% and a year to date share price return of 37.08%, alongside a 1 year total shareholder...

Portland General Electric (POR) has moved early to use Oregon’s new POWER Act by requesting a 29% rate increase for large-load data centers, while proposing rate reductions for residential, commercial, and industrial customers. See our latest analysis for Portland General Electric. The recent POWER Act filing comes as the stock trades at US$50.53, with a 7 day share price return of 4.25% and a 1 year total shareholder return of 29.69%. This suggests momentum has picked up again after a softer...

In recent months, FormFactor has drawn attention for its strong multi-year total returns and growing role in testing chips used in generative AI, high-performance computing, and HBM DRAM for data centers. While tariffs, geopolitical tensions, and reliance on a concentrated customer base pose challenges, investors appear focused on how rising test complexity could support FormFactor’s revenue and profitability. We’ll now examine how FormFactor’s increased exposure to generative AI-related...

If you are wondering whether CoStar Group at around US$33.89 is starting to look like value or still overpriced, the key is to understand what the current share price actually reflects. The stock is roughly flat over the last 7 days at up 0.1% and up 3.4% over the last 30 days, but the longer term picture is much weaker with the share price down 48.4% year to date and down 57.1% over the last 12 months. These declines sit against a backdrop of ongoing attention on CoStar Group's role in real...

Agero, Inc. recently renewed its multi-year partnership with Hagerty, Inc., ensuring Hagerty Drivers Club members continue receiving tailored nationwide roadside assistance supported by Agero’s technology and provider network. Combined with Hagerty’s four new 2026 Telly Awards for in-house automotive content, these developments highlight the company’s dual focus on service quality and enthusiast media engagement. We’ll now examine how the renewed Agero roadside partnership shapes Hagerty’s...