U.S. Mortgage Finance Stock News

Installed Building Products (IBP) delivered record third quarter results, surpassing analyst expectations on both revenue and profit. This performance was powered by strong momentum in its heavy commercial segment, along with a diverse product strategy, even as residential construction headwinds persisted. See our latest analysis for Installed Building Products. Installed Building Products’ latest moves have kept momentum strong. On the heels of record earnings, the company completed another...

Seagate Technology Holdings reported strong first quarter earnings with US$2.63 billion in sales and US$549 million in net income, and also announced a quarterly dividend increase, a share buyback update, and a privately negotiated exchange of US$500 million in 3.50% Exchangeable Senior Notes due 2028, all occurring ahead of early November 2025. This combination of higher profits, increased shareholder returns, and ongoing capital management initiatives highlights management’s confidence in...

AbCellera Biologics (ABCL) grabbed attention this week after announcing its latest earnings and unveiling several key milestones. The company began Phase 1 clinical trials for two lead drug candidates and launched operations at a new manufacturing facility. See our latest analysis for AbCellera Biologics. It’s been a volatile stretch for AbCellera Biologics, with the share price tumbling sharply following earnings despite a surge in revenue and fresh clinical milestones. Even after this...

In the past week, Levi & Korsinsky began investigating Sonic Automotive for potential violations of federal securities laws following the company’s third-quarter 2025 financial results, which revealed a 33% decline in net income due to higher medical expenses and a larger effective income tax rate. The launch of a legal investigation after a sharp earnings drop has significant implications for investor confidence and Sonic Automotive’s risk profile. We'll explore how concerns over regulatory...

In early November 2025, Pacific Market International filed a lawsuit in California accusing Five Below of selling unauthorized copies of Stanley-branded insulated tumblers, alleging trademark and patent infringement. This legal dispute introduces potential litigation and reputational risks for Five Below, especially as it relates to a popular product category that has broad consumer recognition. We'll examine how the lawsuit's potential impact on Five Below's product assortment and brand...

Texas Roadhouse (TXRH) just wrapped up its third quarter with impressive revenue growth, largely fueled by higher same-store sales and restaurant openings. Margins have faced pressure from beef inflation, which nudged earnings below Wall Street’s projections. See our latest analysis for Texas Roadhouse. Texas Roadhouse’s steady pace of expansion and another healthy dividend haven’t gone unnoticed, but growing costs have weighed on sentiment. Despite upbeat news such as positive guidance for...

COPT Defense Properties (CDP) caught investors’ attention after raising its full-year earnings guidance. This move followed stronger net income and EPS in the third quarter. The company also expanded its portfolio with a new, fully leased Class A office property. See our latest analysis for COPT Defense Properties. After these upbeat announcements, COPT Defense Properties has seen momentum picking up, with a 4.8% share price return over the past month and nearly 6% over the last quarter...

In early November 2025, Monarch Casino & Resort rolled out a promotional offer through its Bet Monarch app, featuring -105 spreads on all NFL regular season games for users 21 and older in Colorado. This move highlights Monarch's effort to strengthen its digital gaming footprint and drive greater engagement with sports bettors during peak NFL season activity. Now, we'll explore how this competitive odds promotion could influence Monarch Casino & Resort's investment narrative by expanding its...

Fortive (FTV) grabbed investor attention after its third-quarter earnings, the first since spinning off Ralliance, showed real progress in organic growth and operational streamlining. Management highlighted successful cost cuts as well as momentum in growth areas. See our latest analysis for Fortive. Fortive’s share price has rebounded recently, up 7.2% over the past month and 9.7% across the last 90 days, as investors reacted to upbeat earnings, strategic share buybacks, and fresh signals of...

Edwards Lifesciences (EW) has caught investors’ attention this month as its stock continues to climb, building on several weeks of gains. The company’s momentum reflects strong operational performance and ongoing interest in its latest innovations. See our latest analysis for Edwards Lifesciences. After a robust run, Edwards Lifesciences' share price has delivered a healthy 14.9% gain year-to-date and a standout 25.9% total shareholder return over the past year. Momentum is building for the...

Under Armour recently announced that Reza Taleghani will become Executive Vice President and Chief Financial Officer in February 2026, succeeding David Bergman who will remain for a transition period through the first quarter of fiscal 2027. This leadership change comes as the company reported quarterly earnings that slightly exceeded analyst expectations but were accompanied by weaker revenue guidance reflecting regional challenges and anticipated tariff expenses. We'll explore how the...

On November 5, 2025, Sherwin-Williams announced it amended its credit agreement with Citicorp USA Inc., extending the maturity on US$125 million in borrowing commitments from December 2025 to December 2030. This extension signals strong lender confidence and further enhances the company’s financial flexibility and long-term liquidity position. We’ll examine how Sherwin-Williams’ extended credit maturity could influence its investment narrative around financial strength and growth...

NextNav Inc. recently announced its third quarter 2025 earnings, reporting sales of US$887,000 versus US$1.61 million a year earlier and a net income of US$483,000 after a net loss of US$13.61 million in the prior year period. Despite decreased sales, the company's profitability shift in the latest quarter marks a significant change in its financial trajectory compared to the previous year. To better understand this shift to net income amid lower revenue, we will review its potential effect...

In late October 2025, W. P. Carey raised and narrowed its full-year 2025 earnings guidance, now expecting AFFO between US$4.93 and US$4.99 per diluted share, citing higher anticipated investment volume and improved tenant credit outlook. This revised guidance signals that better-than-expected tenant credit performance is now expected to substantially reduce potential rent losses for the upcoming year. We’ll examine how W. P. Carey’s updated expectations for investment activity and tenant...

Columbia Financial (CLBK) recently posted quarterly earnings that surpassed expectations and saw a noticeable boost in net income, underscoring stronger profitability. The company’s new stock buyback plan also highlights management’s confidence in future prospects. See our latest analysis for Columbia Financial. After a rocky year that saw a 1-year total shareholder return of -16.7%, Columbia Financial's recent momentum has turned positive, with a strong 9.5% share price gain over the past...

Texas Instruments (TXN) reported both sequential and year-over-year revenue growth in the third quarter, even as industrial and automotive demand recovered more slowly than anticipated. The company’s operational strengths stood out in recent commentary. See our latest analysis for Texas Instruments. Despite posting sequential and year-over-year revenue growth, Texas Instruments’ share price has had a tough ride, dropping 6.5% over the past month and 14% year-to-date. The total shareholder...

Western Union (WU) sparked fresh interest after its recent Investor Day, where leaders detailed the company's move into digital assets, including plans for a new stablecoin and expanded Digital Asset Network. Shares climbed as investors weighed the implications of this shift. See our latest analysis for Western Union. Momentum is picking up for Western Union after a stretch of relative underperformance. Shares have rebounded 14.8% over the past month following its digital asset push. However,...

Air Products and Chemicals, Inc. announced fourth-quarter 2025 results, reporting sales of US$3.17 billion and net income of US$4.9 million, affected by substantial one-time pretax charges. The company's adjusted earnings per share exceeded expectations, underpinned by progress on major hydrogen projects and a focus on cost-saving initiatives, despite lower reported income. We'll examine how Air Products’ stronger-than-expected adjusted earnings and project updates influence its long-term...

Atmos Energy announced strong fiscal 2025 earnings results, a 15% dividend increase for fiscal 2026 to US$4.00 per share, and confirmed a US$26 billion five-year capital investment plan, emphasizing operational safety and reliability, supported by favorable regulatory measures in Texas to accelerate capital cost recovery. This marks Atmos Energy’s 23rd consecutive year of earnings per share growth and its 41st consecutive year of annual dividend growth, highlighting consistent financial...

Array Technologies, Inc. announced in the past week that it achieved strong third-quarter 2025 results, with revenue climbing to US$393.49 million and a return to profitability, driven by ongoing demand and the integration of its August acquisition, APA Solar. An important insight is that APA Solar contributed commercial momentum, expanding Array’s product range and helping lift the company’s year-to-date revenue past US$1 billion with a robust order backlog of US$1.9 billion. Next, we'll...

In October 2025, NRSInsights, a subsidiary of IDT Corporation, reported a 5.7% year-over-year increase in same-store retail sales, with the NRS POS platform processing US$2.15 billion in total sales driven by strong tobacco, beverage, and confection categories. An interesting takeaway is that while year-over-year growth was robust, there was a month-over-month decline in same-store sales and units sold, pointing to short-term volatility even amid larger gains. We'll examine how the recent...

Organon recently presented new results from a sub-analysis of pooled Phase 3 ADORING 1 and 2 trials of VTAMA cream in children with atopic dermatitis at the 2025 American College of Allergy, Asthma & Immunology Annual Scientific Meeting, showing early and consistent skin clearance even for children with atopic comorbidities. This clinical data underscores the potential expansion of VTAMA's use in pediatrics, enhancing Organon's dermatology pipeline and addressing an unmet need among young...

Generac Holdings (GNRC) delivered some unwelcome news for investors, lowering its 2025 sales growth forecast to flat after initially predicting growth of up to 5%. This move comes in addition to softer third quarter results and mounting market pressures. See our latest analysis for Generac Holdings. After a tough stretch, Generac’s recent lowered outlook and quarterly dip have clearly rattled sentiment. The stock’s 90-day share price return of -21% reflects those mounting headwinds. A...

Royalty Pharma raised its full-year 2025 earnings guidance, now projecting portfolio receipts between US$3.20 billion and US$3.25 billion, an increase from its previous outlook, following the release of its third quarter results and announcement of completed share buybacks. This upward revision highlights greater confidence in the company’s future cash inflows from its portfolio of biopharmaceutical royalties amid ongoing revenue growth and shareholder return initiatives. We’ll explore how...