U.S. Mortgage Finance Stock News

Dorman Products recently reported second quarter 2025 results showing US$540.96 million in sales and US$58.71 million in net income, both rising from last year, and raised its full-year earnings and sales growth guidance. Management attributed the improved performance and outlook to strong demand in its Light Duty business segment, as well as successful cost-saving and supply chain initiatives that boosted margins. We will explore how Dorman Products' increased annual earnings guidance,...

Corebridge Financial reported second quarter 2025 results showing revenue of US$2.74 billion and a net loss of US$660 million, compared to revenue of US$3.71 billion and net income of US$365 million a year earlier. Despite the reported net loss and lower revenues, the company declared a quarterly dividend and completed the majority of a major variable annuity reinsurance transaction, highlighting a focus on capital returns and risk reduction. We'll explore how Corebridge's strong adjusted...

East West Bancorp recently reported second quarter 2025 results, highlighting net interest income of US$617.07 million and net income of US$310.25 million, both higher than the prior year, along with ongoing share repurchases under its buyback program. An interesting development is that recent insider share purchases and the completion of a multi-year buyback signal strengthened confidence from both management and shareholders. We'll now examine how robust earnings growth and insider buying...

In late July 2025, International Flavors & Fragrances declared a regular quarterly cash dividend of US$0.40 per share, payable on October 10, 2025, and announced the appointment of Jesus Mantas and Paul Fribourg to its Board of Directors, with each taking roles on key board committees. The addition of two external directors, one with expertise in transformational business consulting and the other with a long-standing record in agribusiness and investment, may influence the company’s...

In late July 2025, Avidity Biosciences announced completion of enrollment in its global Phase 3 HARBOR trial for del-desiran in myotonic dystrophy type 1, and received FDA Breakthrough Therapy designation for delpacibart zotadirsen targeting Duchenne muscular dystrophy with exon 44 skipping. These milestones mark significant regulatory recognition and late-stage clinical progress for rare neuromuscular disease therapies, in areas where there are currently no approved treatments. We’ll...

Hims & Hers Health, Inc. recently reported second quarter 2025 earnings, highlighting a significant year-over-year sales increase to US$544.83 million and net income of US$42.51 million, but issued third-quarter revenue guidance below analyst expectations and faces escalating regulatory challenges following the termination of its Novo Nordisk partnership. While the company continues to post notable subscriber growth and introduces innovative personalized weight loss programs, ongoing legal...

Invesco recently expanded its active fixed income platform by launching the Invesco Core Fixed Income ETF (GTOC) and Invesco Intermediate Municipal ETF (INTM), increasing assets managed across its fixed income products to over US$491 billion globally. This development comes alongside the company’s mixed second-quarter financial results and continued shareholder returns through dividend payments and the completion of a share buyback tranche. Next, we'll explore how the fixed income ETF...

Hecla Mining recently redeemed US$212 million of its 7.25% Senior Notes due 2028 and fully repaid its CAD$50 million Investissement Quebec notes using proceeds from an At-The-Market facility and free cash flow. This reduction in debt load strengthens the company’s balance sheet, enhancing its ability to reinvest in production and exploration while minimizing shareholder dilution. We’ll now examine how Hecla’s move to lower its debt burden may reinforce its investment narrative focused on...

In July 2025, Tetra Tech announced robust third-quarter earnings growth, new government contract wins totaling nearly US$1 billion, an increased quarterly dividend, and significant progress with its share buyback program. The company's combination of increased profitability, expanded contract pipeline, and enhanced shareholder returns highlights its ability to capture new projects while returning value to investors. We'll assess how Tetra Tech's higher quarterly profit and strong contract...

CMS Energy recently reported its second quarter results, revealing sales of US$1,838 million and net income of US$201 million for the three months ended June 30, 2025, both up from the prior year. The company's steady growth in both sales and earnings per share over the quarter highlights its continued operational expansion and ability to generate consistent profits. We'll explore how this ongoing growth in quarterly sales and profits shapes the broader investment narrative for CMS Energy...

In recent days, several law firms have announced class action lawsuits against Lineage, Inc., alleging that the company misled investors ahead of its July 2024 initial public offering, particularly regarding weakening demand and unsustainable growth in its cold-storage business. This legal action highlights broader concerns about transparency and disclosure practices for newly public companies operating in evolving post-pandemic market conditions. We'll explore how allegations of undisclosed...

On July 31, 2025, FactSet Research Systems filed a shelf registration to potentially issue up to 500,000 shares of its common stock, a transaction valued at approximately US$204.58 million and specifically related to its Employee Stock Ownership Plan (ESOP). This move highlights the company's ongoing commitment to employee ownership while giving it flexibility to raise capital or support compensation initiatives as needed. We'll explore how this shelf registration, supporting employee...

PBF Energy Inc. posted second quarter results that exceeded prior analyst forecasts, announced a quarterly dividend of US$0.275 per share to be paid on August 28, 2025, and provided updated production guidance for its regional refineries. These updates highlighted ongoing operational recovery and stability in shareholder returns, despite reported net losses and lingering impacts from the Martinez refinery incident. To understand how these earnings and operational updates influence PBF...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$49.92 Global-E...

A recent update assessed Pinnacle West Capital's estimated fair value using the Dividend Discount Model and raised flags about debt interest payments and limited free cash flows, despite ongoing dividends. An interesting insight shows that while future earnings are projected to grow, this growth is anticipated to be slower than the broader US market, potentially tempering investor expectations. We'll look at how fresh concerns about Pinnacle West Capital's debt and cash flow are shaping its...

Pegasystems recently announced that Pega Cloud® is now available in Saudi Arabia, hosted on Google Cloud, allowing customers to meet national data residency requirements and further supporting the country’s Vision 2030 digital transformation goals. This move not only targets a rapidly growing ICT market valued at approximately US$48 billion, but also extends Pegasystems' enterprise AI and workflow automation capabilities to new regional clients seeking modernization. We'll examine how...

In July 2025, Alkami Technology reported its second-quarter earnings, revealing US$112.06 million in sales and a net loss of US$13.59 million, alongside updated guidance projecting third-quarter GAAP revenue of US$112.5 million to US$114 million. The company's progress included leveraging early benefits from the MANTL acquisition and introducing a key integration with HubSpot, both aimed at expanding cross-sell opportunities and enhancing personalized offerings for financial...

NYSE:BIPC 1 Year Share Price vs Fair Value Explore Brookfield Infrastructure's Fair Values from the Community and...

On July 29, 2025, Cheniere Energy Partners, L.P. declared a quarterly cash distribution of US$0.820 per common unit, payable on August 14, 2025, to unitholders of record as of August 8, 2025. This routine cash distribution not only reflects ongoing operational cash flow but can also reinforce the company's reputation for prioritizing unitholder returns. We'll examine how the announcement of a steady cash distribution shapes Cheniere Energy Partners' investment narrative for income-focused...

Lyft has expanded its European presence by acquiring FreeNow and forming a partnership with Baidu to deploy autonomous robotaxi services across key markets such as Germany and the UK, with initial launches planned for 2026 pending regulatory approval. This collaboration leverages Lyft’s enlarged user base from FreeNow and Baidu’s self-driving technology, highlighting a significant push toward automation and international growth beyond its core U.S. market. We’ll explore how the move to...

Group 1 Automotive, Inc.'s ( NYSE:GPI ) recent weak earnings report didn't cause a big stock movement. Our analysis...

Alexandria Real Estate Equities recently received a temporary certificate of occupancy for its 701 Dexter life-science tower, the first phase in its five-building Mercer Blocks development in South Lake Union. This milestone highlights Alexandria’s active expansion in a major life sciences cluster, reflecting ongoing investment in purpose-built laboratory and research facilities. With the 701 Dexter tower completed, we’ll consider how this expansion could influence Alexandria’s investment...

On August 4, 2025, Qualys unveiled new Agentic AI capabilities, including a marketplace of Cyber Risk AI Agents designed to automate threat detection, risk prioritization, and remediation on its platform. This launch introduces a customizable and autonomous risk management approach, enabling security teams to reduce manual workloads while responding to increasingly complex cyber threats in real time. We'll look at how Agentic AI's autonomous risk remediation may influence Qualys's investment...

Kirby Corporation recently reported higher quarterly revenue and net income, alongside the completion of a share buyback program totaling 10.89% of its outstanding shares for US$550.82 million, based on events that occurred prior to today's date. Notably, the company highlighted ongoing acquisition plans, underpinned by a strong balance sheet and continued emphasis on returning capital to shareholders. We will explore how Kirby's renewed focus on acquisitions and capital returns shapes its...