U.S. Mortgage REITs Stock News

CSG Systems International (NasdaqGS:CSGS) has extended its multi year contract with DISH Network to provide billing and payment platform services. The agreement continues a decades long relationship and is set to run through 2030. The renewal supports DISH Network’s customer experience goals while keeping CSG at the core of its connectivity operations. For investors watching NasdaqGS:CSGS, this long term renewal with a major client comes as the stock trades at $79.65, with a 1 year return...

Perspective Therapeutics recently reported updated interim data from its ongoing Phase 1/2a trial of lead radiopharmaceutical candidate VMT-α-NET, indicating sustained anti-tumor activity, and issued a business update outlining clinical priorities and manufacturing expansion plans. This combination of early clinical signals and investment in production capacity highlights how the company is positioning VMT-α-NET as a core asset in its radiopharmaceutical pipeline. We’ll now examine how the...

Why Neogen (NEOG) is on investors’ radar today Neogen (NEOG) has captured attention after a sharp move in its share price over the past month, with recent performance prompting investors to reassess how the company’s food and animal safety business is currently valued. See our latest analysis for Neogen. That sharp 30 day share price return of 44.82% and 90 day gain of 65.48% contrast with a weaker picture over longer horizons, where the 1 year total shareholder return is a decline of 11.06%...

Hardman Johnston Global Advisors has fully exited its position in Corteva (NYSE:CTVA) after recent discussions about a possible split of the Seeds and Crop Protection businesses. The investor flagged concerns about the rationale for a separation, the valuation of the shares, and softer agricultural fundamentals. Debate around protecting Corteva's Seeds franchise from risks tied to its Chemicals operations has added to questions about the company’s long term direction. Corteva sits at the...

NewAmsterdam Pharma (NAMS) is back in focus after management reported positive Phase 3 data for its lead drug obicetrapib in cardiovascular and Alzheimer’s disease indications and highlighted an upcoming European regulatory decision. See our latest analysis for NewAmsterdam Pharma. Despite the recent positive clinical headlines, NewAmsterdam Pharma’s 7 day share price return of 9.68% and 90 day share price return of 17.15% point to cooling momentum, while its 1 year total shareholder return...

If you are wondering whether California Water Service Group is reasonably priced or offering hidden value at around US$44.47 per share, this article walks through what the numbers are actually saying. The stock is roughly flat over the last week with a 1.2% decline, modestly positive over the past month at 2.1%, and up 3.5% year to date. However, the 3 year and 5 year returns of 25.5% and 12.2% declines hint at a mixed longer term experience. Recent coverage has focused on California Water...

Ryman Hospitality Properties (RHP) caught investor attention after refinancing its revolving credit facility, lifting total capacity to US$850 million and extending the maturity to January 2030 while keeping pricing largely unchanged. See our latest analysis for Ryman Hospitality Properties. The refinancing headlines come after a mixed stretch for the stock, with a 1-day share price return of 1.26% at US$94.66, set against a 90-day share price return of 8.92% and a 1-year total shareholder...

Event context and recent share performance Advanced Drainage Systems (WMS) has been drawing attention after a recent share price of US$153.22, with investors weighing its short term pullback over the past week against stronger returns over the past month and past 3 months. See our latest analysis for Advanced Drainage Systems. Zooming out, the recent 7 day share price pullback sits alongside a 30 day share price return of 4.3% and a 1 year total shareholder return of 23.8%. This suggests...

Recent gains in ZIM Integrated Shipping Services (ZIM) have been linked to rising analyst optimism ahead of its next earnings report, alongside AI driven institutional trading models that signal strong sentiment and an overweight bias in the stock. See our latest analysis for ZIM Integrated Shipping Services. That recent optimism is arriving after a powerful run, with ZIM’s share price climbing 50.72% over the past 90 days and a 1 year total shareholder return of 66.10%. This points to strong...

Event-driven snapshot PennyMac Mortgage Investment Trust (PMT) has recently drawn investor attention after its US$13.51 last close, with returns over the past month and past 3 months inviting a closer look at this mortgage-focused REIT. See our latest analysis for PennyMac Mortgage Investment Trust. Looking beyond the recent move to US$13.51, the 30 day share price return of 7.48% and 90 day share price return of 12.21%, alongside a 1 year total shareholder return of 19.06%, point to momentum...

Global-E Online (GLBE) is back in focus after management moved closer to GAAP profitability, highlighted expanding free cash flow, and approved a US$200 million share repurchase program, while flagging fresh tariff and customs related risks. See our latest analysis for Global-E Online. The latest earnings update and buyback news arrive after a tougher stretch for investors, with a 1-year total shareholder return showing a 39.28% decline and a 3-year total shareholder return showing a 12.46%...

With no single headline catalyst driving attention today, Costco Wholesale (COST) is drawing interest as investors weigh its recent share performance in relation to the company’s scale, membership model, and global warehouse footprint. See our latest analysis for Costco Wholesale. The share price near $952.89 comes after a 10.08% 1-month share price return and 11.51% year-to-date share price return. The 1-year total shareholder return of a 2.03% decline contrasts with a much stronger 182.84%...

e.l.f. Beauty (NYSE:ELF) is entering the fragrance category through a limited edition collaboration with fashion retailer H&M. The collection marks e.l.f. Beauty's first fragrance launch and H&M's first beauty partnership. The partnership introduces a cross category concept that combines fashion and beauty in a single offering. e.l.f. Beauty, trading at $85.03, is adding fragrance to its portfolio, which has historically focused on color cosmetics and related products. The stock has seen a...

Independent Bank Corporation ( NASDAQ:IBCP ) stock is about to trade ex-dividend in three days. Typically, the...

If you are wondering whether PC Connection is attractively priced today, you are not alone. This article looks at what the current share price might imply about its value. The stock trades at US$58.08 after a small 0.1% decline over the last week, a 0.6% decline over the last month, a 2.1% gain year to date, and a 19.9% decline over the last year. The 3 year and 5 year returns of 15.5% and 21.7% provide a longer term context. Recent attention on PC Connection has been shaped by ongoing...

Campbell's (CPB) stock has faced a mixed stretch recently, with gains over the past week but declines over the past month and over the past 3 months, prompting fresh questions about how its current valuation lines up with fundamentals. See our latest analysis for Campbell's. At a share price of US$27.01, Campbell's has seen short term momentum soften, with a 30 day share price return of 3.74% decline and a 90 day share price return of 10.36% decline, while the 1 year total shareholder return...

Hyatt Hotels Corporation recently reported a record development pipeline of about 148,000 rooms at year-end 2025 and disclosed a new class action lawsuit in California alleging multiple labor code violations. The company also appointed industry veteran Maria Zarraluqui to a newly created senior role to accelerate growth in its all-inclusive resort collection, signaling a continued focus on expanding this portfolio. We will now examine how Hyatt’s record room pipeline and emphasis on...

If you are wondering whether Fastly's current share price lines up with its underlying value, you are not alone. The stock closed at US$9.62 recently, with returns of 2.6% over the last 7 days, a 5.1% decline over 30 days, a 5.6% decline year to date, and a 10.3% decline over the past year. The 3 year and 5 year returns stand at 19.2% and 91.4% declines respectively. These mixed returns have kept Fastly on many investors' watchlists. The share price history raises questions about how the...

Aflac Incorporated ( NYSE:AFL ) has announced that it will be increasing its dividend from last year's comparable...

If you are looking at Ocular Therapeutix and wondering whether the recent share price reflects fair value, this article will walk you through what the numbers are actually saying. The stock has been volatile, with a 10.5% decline over the last 7 days and an 18.4% decline over the last 30 days, yet it still shows a 27.9% return over 1 year and a 134.7% return over 3 years, compared to a 47.4% decline over 5 years. These mixed returns sit against a backdrop of ongoing development in ophthalmic...

Tractor Supply (TSCO) has just wrapped up FY 2025 with fourth quarter revenue of US$3.9b and basic EPS of US$0.43, underpinned by net income of US$227.4m. Over the last few quarters, the company has seen revenue move from US$3.5b in Q1 2025 to US$4.4b in Q2, US$3.7b in Q3 and US$3.9b in Q4, while quarterly EPS ranged from US$0.34 to US$0.81 over the same period. This sets the backdrop for a trailing twelve month net income of about US$1.1b and a 7.1% net margin. With that margin slightly...

If you are wondering whether Graco's current share price still offers value, the key question is how that price lines up with what the business might reasonably be worth. Graco shares last closed at US$87.58, with returns of 0.0% over 7 days, 5.4% over 30 days, 6.0% year to date, 5.8% over 1 year, 27.3% over 3 years and 32.2% over 5 years. This gives some context for how the market has been reassessing the stock over time. Recent attention on Graco has been driven more by ongoing interest in...

MACOM Technology Solutions Holdings (MTSI) has drawn investor attention after a strong recent share move, with the stock showing double digit returns over the past month and over the past 3 months. See our latest analysis for MACOM Technology Solutions Holdings. At a share price of $227.73, MACOM Technology Solutions Holdings has seen momentum pick up recently, with a 30.23% 1 month share price return contributing to a 30.16% year to date share price return and a 74.03% 1 year total...

Event context for Azenta Azenta (AZTA) has drawn investor attention after recent share price moves, with the stock closing at US$39. The company operates in life sciences tools and services, spanning sample management and multiomics analysis. See our latest analysis for Azenta. Recent moves put Azenta in an interesting spot, with a 30 day share price return of 14.71% and a 90 day gain of 29.14%. However, the 1 year total shareholder return of 27.66% and 5 year total shareholder return of...