U.S. Mortgage Finance Stock News

In August 2025, Hillman Solutions Corp. reported quarterly sales of US$402.8 million and raised its full-year 2025 revenue guidance, while also announcing a US$100 million share repurchase program and filing new shelf registrations for various securities including common stock. The company's decision to initiate a substantial buyback alongside an improved revenue outlook highlights growing management confidence and proactive capital allocation. We'll explore how Hillman's new buyback plan...

HNI Corporation announced that its Board of Directors declared a quarterly dividend of 34 cents per share, payable on September 11, 2025, to shareholders of record as of August 22, 2025. This routine dividend declaration coincided with rising optimism in economically sensitive sectors following a favorable inflation report, which boosted expectations for Federal Reserve interest rate cuts. We’ll now explore how renewed optimism for interest rate cuts, spurred by steady inflation, impacts...

Fox Factory Holding Corp. recently reported its second quarter 2025 results, with sales rising to US$374.86 million but net income falling to US$2.74 million compared to the prior year. Despite achieving growth in sales and adjusted EBITDA margin, the company revised full-year guidance to reflect ongoing tariff headwinds and their impact on earnings per share. We’ll now explore how Fox Factory’s lowered earnings guidance amid tariff pressures may influence its current investment...

Alaska Air Group recently filed a shelf registration to potentially offer 7,450,000 shares of common stock, amounting to US$402.3 million, in a move related to its employee stock ownership plan (ESOP). This development, paired with an insider sale by a top executive and recent commentary on shifting revenue trends, highlights how the company is balancing capital needs amid evolving market conditions. We’ll now explore how the sizable shelf registration filing could influence Alaska Air...

Omnicell, Inc. announced its second quarter 2025 results, reporting revenue of US$290.56 million and net income of US$5.64 million, both higher than the same period last year, along with updated guidance for the third quarter and full year 2025 revenue expectations. An interesting aspect is that the company significantly reduced its net loss for the six-month period, indicating progress toward improved profitability. We'll examine how Omnicell's updated revenue outlook and ongoing margin...

Burford Capital Limited reported robust results for the second quarter and first half of 2025, with revenue of US$191.29 million and net income of US$88.3 million for the quarter, both rising materially compared to the prior year. In addition to financial growth, Burford raised US$500 million in new capital within two days, underscoring sustained demand for its legal finance services and reinforcing its financial flexibility. We'll explore how Burford's strong earnings growth and swift...

Choice Hotels International recently lowered its full-year 2025 earnings guidance and reported mixed second-quarter results, with revenue and net income both declining year over year despite increased sales. This news comes as the company also continued its long-running share buyback program, bringing total repurchases under its 2004 authorization to over 32 million shares for more than US$2 billion. We’ll look at how the updated earnings guidance raises questions for Choice Hotels’ future...

US Foods Holding Corp. announced its second quarter 2025 results, reporting sales of US$10,082 million and net income of US$224 million, with year-over-year growth in both metrics, but missed analyst expectations for revenue and earnings per share. Despite continued revenue and earnings growth, the unchanged full-year sales guidance and recent share repurchase activity highlight management's focus on disciplined capital allocation amid operational gains. We’ll explore how the recent earnings...

MasTec, Inc. recently announced second-quarter 2025 results showing substantial year-over-year increases in both sales and net income, alongside an upward revision to its full-year outlook and new quarterly guidance. The decision not to complete any share repurchases during the relevant period stands out, even as the company reported significantly improved profitability and set higher expectations for the remainder of the year. We'll assess how MasTec's strong Q2 earnings and raised 2025...

On August 6, 2025, BR.Digital announced it had deployed Ciena's WaveLogic 6 Extreme (WL6e), successfully achieving 1.1 Tb/s single wavelength transmission across links exceeding 800 km to support rising high-capacity connectivity needs. This achievement signals increasing adoption of Ciena’s advanced optical networking technology in response to accelerating data traffic and infrastructure demands. We'll explore how BR.Digital's adoption of WL6e highlights Ciena's role in supporting...

On July 29, 2025, Evercore Inc. announced second quarter results showing substantial increases in revenue and net income, and declared a US$0.84 per share quarterly dividend payable September 12 to shareholders of record as of August 29, while completing a 170,000 share buyback tranche for US$40.23 million. An interesting detail is Evercore's rising earnings per share alongside active capital returns through both dividend payouts and share repurchases reflects management's focus on rewarding...

Oshkosh Corporation recently raised its full-year 2025 earnings guidance to approximately US$10.25 per diluted share and reaffirmed expected net sales of about US$10.6 billion, following improved quarterly profitability and a more limited impact from tariffs. This updated outlook, alongside lower intangible asset impairments and continued share buybacks and dividend payments, reflects efforts to strengthen earnings and shareholder returns in a changing trade environment. We’ll explore how...

Equifax recently faced a renewed wave of investor concerns as persistent litigation costs, a high debt-to-equity ratio, and narrowing profit margins drew attention to its financial position, despite reporting rising revenues. A unique insight is that, even though Equifax continues to generate higher revenues, its elevated legal expenses and balance sheet pressures are raising questions about long-term profitability and operational resilience. Now, we'll explore how these continued high...

The Chemours Company recently announced its second-quarter 2025 results, reporting sales of US$1.62 billion, year-over-year growth, but recording a net loss of US$381 million for the period. Despite the net loss, Chemours exceeded analyst expectations on adjusted earnings per share, with robust performance in its Thermal & Specialized Solutions segment driven by demand for Opteon Refrigerant blends. We'll examine how Chemours' better-than-expected adjusted earnings guidance influences its...

First Merchants recently reported a quarter with revenues that grew slightly but fell short of analyst expectations, reflecting softer-than-expected operating results. Despite generally satisfactory Q2 earnings across regional banks, the market's lackluster reaction highlights heightened investor caution toward the sector after earnings announcements. We'll examine how First Merchants missing analyst expectations this past quarter informs its outlook and evolving investment narrative. The...

Lumentum Holdings Inc. recently reported a significant turnaround in its fourth quarter and full year results, posting net income of US$213.3 million for the quarter and issuing revenue guidance of US$510 million to US$540 million for the start of fiscal 2026. This performance coincided with the company's announcement of a major U.S.-based semiconductor manufacturing expansion to support AI data center demand, further reinforcing Lumentum's positioning in advanced optical networking. Let's...

In recent weeks, Flywire Corporation faced several class action lawsuits alleging the company overstated the sustainability of its revenue growth and understated the impact of permit and visa restrictions, following company disclosures of reduced guidance and disappointing financial results for the second quarter of 2025. This legal pressure comes after Flywire reported increased sales and a narrower net loss for both the quarter and six-month period, while also updating investors on the...

Terreno Realty Corporation announced the acquisition of a fully-leased, two-building industrial property in Redondo Beach, California for approximately US$35.5 million, as well as an early renewal of a 52,000-square-foot lease in Washington, D.C. with a wine and spirits distributor commencing April 2026. These actions come alongside a 6.1% increase in the quarterly dividend and strong second quarter earnings, highlighting an ongoing approach to growth and shareholder returns. We’ll explore...

In early August 2025, Mimecast announced the next phase of its technology partnership and integration with SentinelOne, offering joint customers AI-driven threat detection and comprehensive human risk management across email and endpoint environments. This collaboration gives cybersecurity leaders unified visibility into user risk and enables more precise, adaptive interventions, reflecting the push for AI-powered, behavior-focused security solutions amid rising alert fatigue and complex...

MYR Group Inc. reported strong second quarter 2025 financial results, including sales of US$900.33 million and net income of US$26.47 million, while management emphasized a continued focus on acquisitions, organic growth, and disciplined capital allocation during their most recent earnings call. Leadership highlighted the company's strong balance sheet and low leverage as key enablers to pursue targeted M&A, infrastructure expansion, and share repurchases in a competitive market for utility...

Primoris Services Corporation recently posted strong second quarter results, with sales rising to US$1.89 billion and net income reaching US$84.32 million, and announced a US$0.08 per share dividend payable in October 2025. The company also raised its full-year earnings guidance, attributing its optimism to higher-than-expected momentum across renewables, energy projects, and new data center opportunities. We'll explore how Primoris's improved earnings outlook and raised guidance shape the...

Addus HomeCare Corporation recently reported second quarter earnings with net income rising to US$22.05 million from US$18.08 million a year earlier, and announced the appointment of Heather Dixon, a former CFO of Acadia Healthcare and board member of Addus, as President and Chief Operating Officer, effective mid-September. This leadership transition brings extensive healthcare and financial expertise to the executive team at a time when the company is already showing improved...

Urban Edge Properties recently completed a US$250 million follow-on equity offering and filed a mixed shelf registration allowing for the potential future sale of debt and equity securities, enhancing its financial flexibility. These developments coincided with a raised earnings outlook, continued dividend payouts, and positive analyst commentary, underscoring growing confidence in the company's ability to pursue growth plans in evolving retail markets. We'll assess how the completion of the...

In the past week, Tenet Healthcare received a Zacks Rank #1 (Strong Buy) rating and an A grade for Value, with analyst commentary highlighting its favorable valuation metrics and strong earnings outlook. This recognition positioned Tenet Healthcare as an attractive opportunity for value-focused investors, as analysts pointed out it is trading below industry averages by several key valuation measures. We'll now examine how the recent analyst endorsement of Tenet Healthcare's undervaluation...