U.S. Mortgage Finance Stock News

Organon is set to report quarterly earnings with analysts expecting earnings per share of US$0.94 and revenues of US$1.55 billion, both reflecting year-over-year declines, according to projections released ahead of the August 5 announcement. While the forecasts indicate pressure on top-line growth and profitability, Organon's favorable analyst rating reflects confidence in its potential to withstand near-term earnings softness. We will explore how these anticipated earnings declines factor...

International Seaways is expected to report a year-over-year decline in earnings and revenue for the June 2025 quarter, with earnings results released after August 6, 2025, following a period of increased bearishness from analysts and downward earnings revisions. Options market activity around International Seaways has shown very high implied volatility, reflecting heightened investor uncertainty and the potential for significant stock movement in anticipation of the company’s upcoming...

Star Bulk Carriers Corp., a Greece-based dry bulk shipping company, announced a US$0.05 per share dividend, the 17th consecutive quarter of capital returns, while recently reporting revenue and EPS figures that topped consensus estimates. While the company has outperformed on recent earnings, investor caution has persisted, with skepticism about Star Bulk's ability to deliver on future growth forecasts despite positive analyst revisions. We will review how Star Bulk’s stronger-than-expected...

Solaris Energy Infrastructure, Inc. recently reported strong second quarter 2025 results, with revenue reaching US$149.33 million and net income rising to US$11.96 million, and approved its 28th consecutive quarterly dividend of US$0.12 per share for payment in September 2025. Alongside record financial performance, Solaris announced a dual listing on NYSE Texas to strengthen its presence in the region and support further business growth. With Solaris raising future profit guidance on the...

Recently, analysis highlighted that Ligand Pharmaceuticals' price-to-sales ratio remains well above the industry average as revenue growth continued to lag expectations over the last three years. This elevated valuation signals ongoing investor optimism, even as analysts forecast the company's future growth to fall short of industry peers. We'll examine how heightened investor caution about Ligand's revenue prospects could impact the company's existing investment case going forward. The end...

Blackstone Mortgage Trust recently reported its second-quarter 2025 results, with revenue of US$38.81 million and net income of US$6.97 million, marking a turnaround from a net loss in the prior year; the company also announced a joint venture to acquire a portfolio of performing commercial mortgage loans and filed new shelf registrations for securities offerings. This quarter's earnings results were accompanied by the cancellation of the scheduled conference call due to a tragedy at the...

In recent weeks, LGI Homes launched several new communities across North Carolina and Colorado, most notably the grand opening of Rhyne Court in Gastonia, which introduces 130 townhomes starting at US$249,900 with buyer incentives and event-exclusive discounts. This wave of launches highlights LGI Homes’ ongoing focus on expanding its footprint in high-demand, growth-oriented markets with innovative and affordable product options. We’ll examine how the expansion into new markets with broad...

Innoviva, Inc. recently reported managing its net debt conservatively at US$69.8 million as of March 2025, backed by strong cash reserves and interest coverage of 106 times EBIT. An interesting insight is the company's EBIT grew by 32% over the past year, strengthening its ability to manage debt efficiently. We’ll explore how Innoviva’s strong earnings expansion and firm balance sheet shape the company’s investment narrative moving forward. The latest GPUs need a type of rare earth metal...

Celcuity recently announced highly positive topline results from its Phase 3 VIKTORIA-1 trial, in which gedatolisib, combined with other therapies, significantly reduced the risk of disease progression or death for patients with HR+/HER2- advanced breast cancer and showed an improved safety profile, with plans to submit a New Drug Application to the FDA by year-end. This outcome marks a potential advance in targeted cancer therapy, as both triplet and doublet combinations outperformed prior...

PotlatchDeltic Corporation reported its second quarter 2025 earnings, revealing net income of US$7.35 million and significant share repurchases totaling US$55.9 million during the quarter. Despite a year-over-year dip in quarterly net income, the company's strong Timberlands and Real Estate results, plus a major buyback, underline management's confidence looking ahead. We’ll explore how the latest earnings, combined with the robust buyback activity, may shape PotlatchDeltic’s forward...

Haemonetics is set to report quarterly results for the period ended June 2025, with analysts expecting year-over-year declines in both earnings and revenue. Despite these expectations, a recent uptick in analyst sentiment and a positive Earnings ESP highlight renewed optimism regarding the company’s upcoming earnings performance. With sentiment shifting ahead of the earnings release, we'll look at how these heightened expectations may influence Haemonetics' investment narrative. Uncover the...

Inspire Medical Systems recently experienced a slowdown in procedure volumes as patients delayed surgeries, awaiting the launch of the new Inspire 5 device, while the company also faced investor concerns about rising competition and the impact of GLP-1 weight loss drugs on sleep apnea treatments. This combination of postponed procedures and evolving market dynamics underscores how the timing of innovations and external healthcare trends can significantly affect operational performance and...

AGNC Investment Corp. recently announced its second-quarter 2025 results, reporting a net loss of US$140 million, a sharp increase from a net loss of US$48 million in the same period last year, with basic and diluted loss per share from continuing operations at US$0.17 compared to US$0.11 previously. This widening loss marks a shift that could influence how investors assess AGNC's current financial resilience and outlook for recovery. With the company reporting a significantly larger net...

In July 2025, Elanco Animal Health received European Commission approval for Zenrelia™ (ilunocitinib), a once-daily oral JAK inhibitor for dogs with allergic and atopic dermatitis, marking a new entry in the EU canine dermatology market. This regulatory milestone follows successful clinical trials against the market incumbent and expands Zenrelia's footprint, reinforcing Elanco’s global innovation and geographic growth strategy. We'll explore how EU approval for Zenrelia could shape Elanco's...

In recent days, First American Financial Corporation reported strong second quarter results, completed a share buyback program, announced a new US$300 million repurchase authorization, and filed a US$113.80 million common stock shelf registration tied to an ESOP-related offering. These moves highlight both management’s ongoing capital return efforts and the company’s improved operating performance, as evidenced by higher revenues and net income versus the prior year. We'll explore how the...

Recently, Equity LifeStyle Properties reported its second quarter 2025 results, affirmed its third quarter dividend of US$0.515 per share, and provided updated earnings guidance for both the third quarter and full year 2025. While new home sales declined in Florida, the company saw improved net income due to increased property operating revenues and contained expenses, highlighting both demand shifts and management's focus on operational discipline. We'll examine how the reaffirmed dividend...

Perella Weinberg Partners recently announced the acquisition of Devon Park Advisors to expand its Private Funds Advisory platform and increase its footprint in the secondaries market, while also reporting mixed financial results for the second quarter of 2025. The company complemented these moves with board enhancements and a quarterly dividend, highlighting its ongoing focus on leadership and shareholder priorities. We’ll explore how the Devon Park Advisors acquisition broadens Perella...

Hologic recently reported third quarter results that surpassed analyst expectations, with revenue reaching US$1.02 billion and adjusted earnings per share of US$1.08, and raised its full-year guidance for both revenue and GAAP EPS. The company completed a significant share buyback, repurchasing nearly 8 million shares for over US$562 million since announcing the program in September 2024, showcasing ongoing efforts to support shareholder value. We'll examine how Hologic's raised full-year...

In July 2025, Green Brick Partners reported second-quarter results showing US$549.15 million in revenue and US$81.95 million in net income, both lower than the prior year, alongside record home deliveries and net new orders. An interesting aspect is the company’s return of US$60 million to shareholders through share repurchases, despite a reduction in backlog revenue indicating reduced visibility into future sales. With a sharp decrease in backlog revenue now evident, we’ll explore how this...

New Oriental Education & Technology Group recently announced its fiscal year 2025 results, reporting net revenues of US$4.90 billion, net income of US$371.72 million, and unveiled strong guidance for continued revenue growth and a new three-year shareholder return plan. An interesting highlight is the company's commitment to return at least half of its net income to shareholders via dividends and share repurchases, reflecting greater focus on capital return policies. We'll examine what the...

In recent weeks, MGIC Investment Corporation reported its second-quarter 2025 earnings, completed substantial share repurchases totaling over 9.1 million shares, and announced a 15% increase in its quarterly dividend to US$0.15 per share. This combination of stable profitability, increased capital returns, and a higher dividend signals continued shareholder focus and financial discipline. Let's explore how MGIC's dividend increase and robust buyback activity shape the investment outlook...

Kinsale Capital Group recently reported second-quarter results, with revenue of US$469.81 million and net income of US$134.12 million, both higher than the same quarter last year; for the first half of the year, the company achieved US$893.21 million in revenue and US$223.35 million in net income. The company’s continued share repurchases alongside strong earnings suggest management’s confidence in future prospects, even as analysts predict a moderation in near-term earnings growth compared...

XP Inc. recently received upgrades from major analysts and announced a share repurchase program, canceling over 12 million treasury shares to reduce its total outstanding share count. This move signals management's intent to enhance shareholder value and reflects growing confidence from both the company and covering analysts. We'll explore how the new share repurchase program could influence XP Inc.'s earnings outlook and overall investment narrative. Rare earth metals are the new gold rush...

Tri Pointe Homes recently opened its first Utah community, Polaris at Terraine in West Jordan, launching an expansion into the state's housing market with a total of five new neighborhoods planned across three counties and customized home offerings, alongside an increased share buyback authorization. This move combines national building resources with local expertise to address persistent housing supply constraints in Utah and reflects management's confidence despite a recent decline in...