U.S. Mortgage REITs Stock News

Pampers, Procter & Gamble’s flagship baby-care brand, recently launched Pampers AMORE in the US, its most premium and most absorbent diaper line since Pampers Pure in 2018, featuring five-layer protection, clinically proven hypoallergenic materials, and transparent ingredient claims for newborns through toddlers. This launch underscores Procter & Gamble’s push further into the high-end diaper segment, where advanced performance and safety credentials can help deepen brand loyalty among...

Navigator Holdings Ltd. reported its fourth-quarter and full-year 2025 results, with Q4 revenue rising to US$152.83 million while quarterly net income eased to US$18.48 million, and full-year net income increased to US$100.12 million on revenue of US$586.96 million. Alongside record annual profitability, the company raised its fixed dividend and expanded its capital return policy, signaling confidence in its balance sheet and in the earnings power of its liquefied gas fleet and export...

Astronics wins Boeing 737 MAX fuel tank access door contract Astronics (ATRO) drew fresh attention after Boeing selected the company to supply fuel tank access doors for the 737 MAX program, further linking its Clackamas, Oregon facility to a key commercial platform. See our latest analysis for Astronics. The Boeing contract lands as Astronics trades at US$68.70, with a 1 day share price return of 7.46%, following a 30 day share price return decline of 10.71%, and a 1 year total shareholder...

Solaris Energy Infrastructure recently closed two deals that will add about 900 MW of new natural gas-fueled turbine capacity by 2029, including the acquisition of Genco Power Solutions and the purchase of 30 turbine delivery slots, funded through a mix of cash, new shares, assumed debt, and a new US$300 million credit facility. This expansion program will lift Solaris’s total operated power generation capacity to roughly 3,100 MW by 2029 and commits the company to approximately US$935...

W. R. Berkley (WRB) is back in focus after a softer Q4, with revenue and book value per share missing forecasts while earnings per share matched estimates, yet the share price has firmed. See our latest analysis for W. R. Berkley. At a share price of US$68.53, W. R. Berkley has given investors a modest year to date share price decline alongside a 1 year total shareholder return of 9.8%, while the 5 year total shareholder return of 137.02% points to strong compounding over time. The recent...

Spyre Therapeutics recently reported that it has completed recruitment for the rheumatoid arthritis (RA) sub-study of its SKYWAY Phase 2 basket trial evaluating SPY072, an extended half-life TL1A-targeting antibody, and has accelerated the expected timing of topline proof-of-concept data to the third quarter of 2026 for RA and the fourth quarter of 2026 for psoriatic arthritis and axial spondyloarthritis. This progress underscores how basket and platform trial designs could speed clinical...

Installed Building Products (IBP) has drawn fresh investor attention after reporting earnings supported by its heavy commercial segment, even as single-family housing and private non-residential development remain areas of uncertainty for the business. See our latest analysis for Installed Building Products. The current share price of $288.33 comes after a 16.23% 1 month share price decline and a 3.66% 7 day pullback, even though the 1 year total shareholder return of 70.83% and 3 year total...

Analyst actions and operational momentum APA (APA) has moved into focus after several banks adjusted their views, pairing rating affirmations with higher price targets as management reported earlier than expected cost cuts and steady operational updates. See our latest analysis for APA. Those earlier cost cuts and consistent production updates have coincided with a sharp shift in sentiment, with a 30 day share price return of 23.71% and a 1 year total shareholder return of 81.35% suggesting...

Conference spotlight and mixed corporate signals for Service Corporation International Service Corporation International (SCI) is in focus after a mixed set of developments, including a quarterly earnings miss on both adjusted EPS and revenue, a new cash dividend, and insider share sales. See our latest analysis for Service Corporation International. Recent events around the earnings miss, new dividend, and insider sale appear to have checked enthusiasm, with the share price roughly flat over...

Recent performance and business profile Figure Technology Solutions (FIGR) has drawn attention after a mixed period for the stock, with a slight gain over the past month contrasting with a negative move over the past 3 months and year to date. The Reno based financial technology company focuses on blockchain based products for lending, trading and investing in the United States. The company reported revenue of US$432.055m and net income of US$133.858m in its latest figures. See our latest...

Scorpio Tankers Inc. recently announced it agreed to sell three 2015-built scrubber-fitted product tankers for a total of US$130.0 million and to time charter-out two LR2 tankers on multi-year contracts starting in 2026, while the Strait of Hormuz closure has disrupted vessel traffic and pushed product tanker rates higher. This combination of asset sales, fresh long-term contract coverage, and geopolitically driven rate strength reshapes how stable and visible Scorpio Tankers’ future cash...

What Fidelis Insurance Holdings’ completed buyback means for shareholders Fidelis Insurance Holdings (FIHL) has just wrapped up a sizeable buyback, repurchasing 18,823,327 shares for US$351.4 million, equal to 18.24% of its share base under a program launched in August 2025. From October 1, 2025 to March 3, 2026 alone, the company bought back 16,988,264 shares, or 16.49% of its stock, at a time when the shares most recently closed at US$18.95. See our latest analysis for Fidelis Insurance...

Pharvaris recently reported that a company-sponsored real-world, mixed methods study on patient experiences during acute hereditary angioedema (HAE) attacks and related clinical endpoints has been published in Clinical Reviews in Allergy & Immunology, supporting the use of several patient-reported outcome (PRO) tools in ongoing and future deucrictibant trials. The study’s finding that patients view even small early improvements, captured by the End of Progression™ endpoint, as meaningfully...

In recent weeks, Sesame Workshop filed a lawsuit against United Parks & Resorts, alleging unpaid royalties and contract breaches tied to Sesame Street–branded attractions, while SeaWorld Orlando continued building its new SeaQuest: Legends of the Deep ride amid heightened geopolitical and oil market uncertainty. At the same time, institutional investor Melqart Asset Management disclosed a new stake in the company, highlighting how legal risks, new attraction investments, and shifting...

Atlas Air placed its first major Airbus order for 20 A350 freighters, moving away from Boeing freighters because of delays on the 777-8 cargo program. Boeing (NYSE:BA) is asking suppliers to disclose any operational impacts from supply chain disruptions linked to the U.S. conflict with Iran and tensions involving Israel. These developments raise questions about Boeing's future position in the air cargo market and its ability to sustain production schedules across commercial programs. For...

In early March 2026, Zoom and partners including Pindrop, PCI Pal, and eGain announced integrations bringing deepfake detection, secure in-interaction payments, and AI-guided knowledge into Zoom’s Workplace, Phone, and CX platforms, alongside Zoom’s own expanded agentic AI workflow and automation capabilities. These moves push Zoom further into being an AI-powered workflow and customer engagement hub, embedding security, compliance, and automation directly into everyday collaboration rather...

Trex Company (TREX) is back in focus after rolling out its ignition resistant Trex Refuge PVC decking and moving to expand distribution of the line across the northeastern United States starting in late March. See our latest analysis for Trex Company. The recent launch and expanded distribution of fire resistant Trex Refuge PVC decking comes as the share price sits at US$37.93, with a 90 day share price return of 8.56% but a 1 year total shareholder return decline of 34.15%. This suggests...

Hexcel has recently reshaped its leadership and governance, appointing James Coogan as Chief Financial Officer and Executive Vice President from May 1, 2026, while entering a cooperation agreement with activist investor Vision One Fund that adds former Kaman CEO Neal Keating to its Board and Audit Committee. These moves bring in aerospace-experienced financial leadership and an activist-backed director with deep industry and governance credentials, potentially sharpening Hexcel’s capital...

Casey's General Stores recently reported third-quarter fiscal 2026 results, with sales of US$3,916.13 million and net income of US$130.07 million, and confirmed full-year guidance calling for low single-digit fuel gallon changes alongside inside same-store sales growth and mid‑40s inside margins. Alongside these figures, Casey's is pressing ahead with growth initiatives, including opening new locations, accelerating the rebranding of 50 CEFCO stores, and expanding its 10‑million‑member...

Earlier this month, DICK'S Sporting Goods reported fourth-quarter and full-year 2025 results showing sales rising to US$6,226.05 million for the quarter and US$17.22 billion for the year, while net income and diluted EPS from continuing operations declined year over year, and it issued full-year 2026 guidance calling for US$22.10–US$22.40 billion in net sales and US$13.70–US$14.70 in EPS. The company also raised its quarterly dividend by 3% to US$1.25 per share, authorized an annualized...

In recent weeks, Zoetis Inc. has faced renewed scrutiny over its osteoarthritis drug Librela, with management cutting full-year guidance and committing to provide science-based evidence addressing safety concerns raised through social media and lawsuits. At a series of March healthcare conferences featuring CEO Kristin C. Peck and CFO Wetteny N. Joseph, the company has used its high-profile platform to directly address questions about Librela’s risk–benefit profile and the resilience of its...

Trip.com Group (TCOM) is back in focus after marking the third anniversary of its AI assistant TripGenie, with AI-supported bookings reportedly four times higher year on year and broader use of its real-time travel tools. See our latest analysis for Trip.com Group. Despite the upbeat TripGenie update, recent share price momentum has been weak, with a 90 day share price return of a 26.29% decline and a year to date share price return of a 29.86% decline, while the 3 year total shareholder...

Extreme Networks (EXTR) shares are in focus after Cellhub, a healthcare technology aggregator and Primary Agent for T-Mobile, agreed to use the company’s AI-powered networking in its Hospitals Without Walls connectivity program. See our latest analysis for Extreme Networks. The recent Cellhub agreement comes as Extreme Networks trades at US$14.83, with a 7 day share price return of 5.70%, a 90 day share price return of 11.67%, and a 3 year total shareholder return of 17.70%. If you are...

Charter amendment and share class conversion Clearway Energy (CWEN.A) has proposed amending its certificate of incorporation to automatically convert each Class A common share into one Class C common share, following the filing of a charter amendment after its AGM. See our latest analysis for Clearway Energy. The proposed share class conversion arrives after a strong run in the stock, with the 90 day share price return of 28.98% and year to date share price return of 22.35% sitting alongside...