U.S. Mortgage Finance Stock News

Recent performance context for LivaNova (LIVN) LivaNova (LIVN) has drawn attention after a period of solid share price performance, with the stock up around 4% over the past month and about 21% over the past 3 months. See our latest analysis for LivaNova. At a share price of about $74.80, LivaNova’s recent 1-day share price return of 3.37% and 90-day share price return of 20.78%, alongside a 1-year total shareholder return of 61.56%, point to building momentum rather than a short-lived...

Recent performance snapshot Trevi Therapeutics (TRVI) has been on many watchlists after a strong past 3 months, even as the stock has drifted down over the past month and past week. Shares last closed at US$13.50, giving the company a market value of about US$1.89b. The stock is up over the past year and over the past 3 years, but has been weaker over the past month. See our latest analysis for Trevi Therapeutics. Recent trading has cooled, with a 7 day share price return of about 3% lower...

Recent performance snapshot and business context Axogen (AXGN) shares recently moved, with the stock down about 3.1% over the past day but up roughly 7.1% over the past week, drawing fresh attention to this specialized nerve repair company. Over the past month the stock is roughly flat, while the past 3 months show a gain of about 35.1%. For context, Axogen focuses on peripheral nerve regeneration products and generates revenue of about $238.1 million, while still reporting a net loss of...

Bristow Group Inc. recently filed a shelf registration for up to US$34.09 million, covering 815,000 common shares for an ESOP-related offering. This employee share ownership plan capacity aligns with management’s broader capital return moves, hinting at a stronger alignment between staff incentives and long-term company performance. Next, we’ll examine how Bristow’s ESOP-related shelf registration interacts with its improving cash generation story and evolving investment narrative. We've...

In early June 2026, Arthur J. Gallagher reported past strong revenue and earnings growth in its fee-based brokerage and risk management operations, largely driven by a series of acquisitions and ongoing integration efforts. At the same time, valuation work and insider share sales of about US$2.40 million have drawn attention to the balance between perceived undervaluation and potential risks in the company’s acquisition-led expansion. We’ll now examine how this acquisition-fueled revenue...

At its May 21, 2026 annual meeting, TriCo Bancshares shareholders approved bylaw amendments eliminating cumulative voting, authorizing Lead Director appointments, and clarifying indemnification coverage for current and former company agents. This governance shift reduces minority shareholders’ influence in director elections while expanding the board’s flexibility in leadership structure and legal protections. We’ll now examine how the removal of cumulative voting in director elections...

TechnipFMC (FTI) has been in focus after its modeled fair value was revised to US$76.00, with recent research highlighting interest in subsea orders, earnings execution and analyst upgrades from major firms. See our latest analysis for TechnipFMC. Recent interest in TechnipFMC has come alongside a 45.32% year to date share price return to US$68.75 and a very large 5 year total shareholder return of around 7x. This suggests momentum has been building as research has focused on subsea orders...

In late May and early June 2026, Kraft Heinz drew attention with a roughly US$831.98 million common stock shelf registration for an ESOP-related offering, first-quarter results that beat estimates despite lower organic sales and weaker guidance, and a new licensing partnership launch as Vermont Smoke & Cure rolled out A.1. and Lea & Perrins branded beef sticks at Kroger. Together with an analyst downgrade questioning its US$600 million brand investment plan and commentary around pressure on...

Chemed (CHE) is back on investor screens after recent share price moves, with the stock closing at US$439.13 and showing mixed return patterns over the past month and past 3 months. See our latest analysis for Chemed. That recent move comes after a steady 9.57% 90 day share price return, even as the 1 year total shareholder return is down 19.73%. This suggests shorter term momentum has picked up while longer term holders are still under water. If Chemed’s shift in momentum has caught your...

In early June 2026, Charles Schwab rolled out broad trading platform upgrades, including nearly 24/7 cryptocurrency futures access on thinkorswim, richer risk and research tools, and expanded $1-minimum fractional investing in most U.S. stocks and ETFs. By combining round-the-clock crypto futures trading with seamless fractional share access, Schwab is positioning its platforms more directly toward highly engaged, self-directed investors. Next, we’ll assess how expanded $1-minimum fractional...

Xcel Energy’s subsidiary Public Service Company of Colorado recently resolved an energy pricing dispute with regulators, agreeing to a US$225.00 million topline increase with a 9.3% return on equity and a 54.5% equity ratio, while the company also signed clean energy agreements supporting Google’s Minnesota data center and electric school bus projects. These developments both clarify Xcel’s regulatory framework and highlight how large technology customers can fund new clean infrastructure...

In recent days, Strategy Inc. (formerly MicroStrategy) sold 32 Bitcoin for the first time since 2022 to fund dividends on its perpetual preferred stock, breaking its high-profile "never sell" pledge amid a sharp pullback in crypto markets. This small but symbolically important sale has intensified questions about the resilience of Strategy’s highly leveraged Bitcoin-treasury model as preferred dividend costs rise and bearish options activity builds. We’ll now examine how this shift away from...

Eva Live's latest AI platform targets the growing US$5.6 billion market for digital lead generation.

StepStone Group (STEP) is back in focus after the May jobs report pushed Treasury yields higher, pressuring asset managers by increasing mark to market risk and complicating private credit and infrastructure deployment. See our latest analysis for StepStone Group. The recent drop in StepStone Group's share price, with a 1 day share price return of down 3.67% and a year to date share price return of down 35.05%, extends a broader pullback that contrasts with its 3 year total shareholder return...

Institutional investor trims position as FTAI explores new power market Artisan Small Cap Fund has started cutting its stake in FTAI Aviation (FTAI), pointing to what it sees as optimistic expectations around the company’s FTAI Power initiative and its data center power ambitions. The move draws attention to how much value investors currently ascribe to FTAI’s plan to repurpose commercial jet engines for data center power generation, a business the fund expects could produce uneven and...

Ulta Beauty (NasdaqGS:ULTA) has signed a lease for the entire 26,000-square-foot building at 1551 Broadway in Times Square, New York City. The company plans to open an experiential flagship store at the site, replacing American Eagle's former flagship. The Times Square flagship is scheduled to launch in late 2027 with a focus on immersive experiences, events, and technology integration. Ulta Beauty, trading at around $462.8 per share, is moving ahead with one of its highest profile retail...

Shopify (SHOP) has put capital returns in focus after lifting its share repurchase authorization by US$3b to US$5b and expanding its Reddit partnership, a combination that has sharpened attention on the stock. See our latest analysis for Shopify. Those buybacks and product partnerships come after a sharp move in the stock, with a 1-day share price return of 1.13% but a year to date share price decline of 29.53%. The 3 year total shareholder return of 70.40% still reflects earlier strength,...

Motorcar Parts of America (MPAA) just closed FY 2026 with fourth quarter revenue of US$212.3 million and basic EPS of US$0.51, supported by net income of US$9.7 million. Over recent periods, the company has seen quarterly revenue move from US$193.1 million and basic EPS of US$0.04 in FY 2025 Q4 to US$167.7 million and US$0.09 in FY 2026 Q3, before reaching the latest print. Trailing twelve month figures now stand at US$789.8 million of revenue and basic EPS of US$0.64. With the stock at...

For investors considering whether Norfolk Southern at around US$309.93 is still offering value or if the easy money has already been made, this article walks through what the price may be reflecting. The stock has returned 1.6% over the past week and 7.7% year to date, with a 26.0% return over the last year and 53.2% across three years, giving plenty for current and prospective shareholders to think about. Recent attention has centered on Norfolk Southern's role within the broader US...

In the past quarter, Henry Schein reported first-quarter 2026 adjusted earnings of US$1.32 per share, up 14.8% year over year, on net sales of US$3.37 billion, a 6.3% increase that surpassed analyst expectations. By reaffirming its 2026 outlook for 3%–5% sales growth and non-GAAP diluted earnings per share of US$5.23–US$5.37, the company underscored management’s confidence in its current operating trajectory despite ongoing industry pressures. Next, we’ll examine how Henry Schein’s...

Wondering whether GE Vernova is still good value after a strong run, or if the stock is already pricing in too much optimism. The stock closed at US$933.85, with the share price down 1.8% over the last week and down 10.2% over the last month, but still up 37.4% year to date and 95.0% over the past year. Recent coverage has focused on GE Vernova as a standalone listed business in the capital goods sector, with investors paying closer attention to how the stock trades around major sector and...

In May 2026, The Gap, Inc. reported first‑quarter sales of US$3,497 million and net income of US$339 million, alongside completing a US$401 million buyback of 16,685,674 shares. The company also tightened full‑year guidance to more modest net sales growth while targeting diluted EPS of about US$2.83 to US$2.93, highlighting a focus on margin and cost discipline despite uneven brand performance. We’ll now examine how Gap’s raised full‑year earnings guidance, despite softer quarterly...

Corning (NYSE:GLW) announced a multiyear, multibillion dollar agreement with Amazon to supply optical fiber and connectivity solutions. The deal supports Amazon's U.S. data center expansion focused on AI workloads and broader cloud demand. Corning plans to add 1,000 new manufacturing jobs tied to this agreement. The company is also expanding a major fiber optic technician training program to support data center buildouts. This agreement adds Amazon to Corning's growing roster of large...

Borr Drilling’s subsidiary Borr IHC Limited has launched cash tender offers to repurchase parts of its 10.000% 2028 and 10.375% 2030 senior secured notes, funded by a planned US$1.60 billion new issuance of senior secured notes due 2032 and 2034 and existing cash. The refinancing plan, which includes proposed covenant changes and collateral releases on the existing notes, could materially reshape Borr Drilling’s debt profile and operating flexibility. We’ll now examine how this large-scale...