U.S. Mortgage REITs Stock News

Earlier this week, the Centers for Medicare & Medicaid Services proposed a near-flat 2027 payment increase for Medicare Advantage plans, well below industry expectations and raising concerns about revenue pressure for insurers such as CVS Health. Alongside the modest rate proposal, CMS suggested risk-score and billing changes that could further affect how CVS’s Aetna business is reimbursed for Medicare Advantage members. We’ll now examine how this unexpectedly small Medicare Advantage rate...

Allegiant Travel Company recently reported its December, fourth-quarter, and full-year 2025 operating statistics, showing year-on-year increases in passengers, available seat miles, and revenue passenger miles, with load factors broadly stable despite slight full-year softening. The company also set a February 4, 2026 conference call to discuss its fourth-quarter and full-year 2025 financial results, signaling that management will soon frame these traffic trends within a broader financial...

Event context and recent stock performance Marcus & Millichap (MMI) has been drawing investor attention after recent share price moves, with the stock up about 0.8% over the past day and 2.5% over the past week. Those gains contrast with a small decline over the past month and a roughly 6.9% decline over the past 3 months, raising questions about how short term momentum lines up with the company’s underlying fundamentals. See our latest analysis for Marcus & Millichap. Stepping back, the...

On January 22, 2026, First Industrial Realty Trust refinanced and amended its major unsecured term loans, extending maturities into 2029 and 2030, expanding capacity on one facility to US$375 million, and removing a 10 basis point SOFR adjustment while keeping the loans interest-only. The revised agreements also introduce potential sustainability-linked pricing and tighten covenant structures, reshaping the REIT’s funding profile and flexibility for future capital allocation decisions. Next,...

If you are wondering whether Ralliant's current share price gives you good value for your money, you are not alone. This article is built to help you assess that. Over the short term, the stock has seen a 1.4% decline over the past week, a 4.0% gain over the last 30 days and a 3.4% return year to date, which has likely caught the attention of investors tracking short term moves. Recent coverage has focused on Ralliant's position in the tech sector and how investors are reacting to its latest...

Church & Dwight (CHD) just posted its FY 2025 third quarter numbers, with revenue of US$1,585.6 million and basic EPS of US$0.75, alongside net income of US$182.2 million. The company has seen quarterly revenue move from US$1,511.2 million in Q2 2024 to US$1,582.0 million in Q4 2024 and then to US$1,585.6 million in Q3 2025. Over the same periods, basic EPS shifted from US$1.00 to US$0.77 and then to US$0.75, creating a picture in which the headline growth story is now as much about how...

Why Barrick Mining is on investors’ radar today Barrick Mining (NYSE:B) is drawing attention after a year in which its total return sits around 186%, alongside recent one day and past week share price declines that may have some investors reassessing their timing. See our latest analysis for Barrick Mining. The recent 1 day and 7 day share price returns of 12.03% and 10.36% declines contrast with a 39.60% 90 day share price return and a 1 year total shareholder return of 185.63%. This...

Brown & Brown, Inc. recently reported full-year 2025 results, with revenue rising to US$5.90 billion and net income reaching US$1.05 billion, while also declaring a regular quarterly dividend of US$0.165 per share payable on February 11, 2026. The mixed quarter highlighted rising adjusted earnings alongside a revenue shortfall and weaker organic growth, all against the backdrop of integrating its largest-ever acquisition and managing leadership changes following the passing of its Chief...

On 29 January 2026, Fractyl Health reported positive six-month randomized midpoint data from its REMAIN-1 study, showing Revita-treated patients had less weight regain and better cardiometabolic markers than sham after stopping GLP-1 drugs, and outlined plans to seek FDA De Novo classification. An interesting angle is that Revita is being explored specifically as a tool to help maintain weight loss after GLP-1 discontinuation, targeting a growing clinical gap. Against this backdrop, we’ll...

In January 2026, Curant Health's Curant Rare announced a collaboration with Cencora to offer an integrated commercialization solution for rare disease therapies, combining Cencora’s logistics, pharmacovigilance and market access support with Curant Rare’s specialty pharmacy and patient engagement services. A distinctive aspect of this partnership is its focus on real-world evidence and patient-reported outcomes, aiming to improve both market access and the overall patient experience in rare...

In recent weeks, Camtek has attracted heightened attention as analysts anticipate year-over-year gains in earnings and revenue ahead of its upcoming results, while the stock has outperformed both its sector and the broader market over the past month. What stands out is that, even with a current Zacks Rank of Hold and some valuation concerns, analyst estimate revisions and an overall “Outperform” consensus suggest growing confidence in the company’s business health and profitability. With...

Viasat (NasdaqGS:VSAT) secured a US$188.7 million export credit facility from the U.S. Export Import Bank. The funding is earmarked for the ViaSat 3 F1 satellite expansion program. The announcement relates to Viasat's ongoing investment in its next generation satellite network. Viasat focuses on satellite based broadband connectivity for residential, commercial, aviation, government and defense customers. The ViaSat 3 F1 satellite expansion sits at the center of its next generation network...

If you are wondering whether Alcoa's current share price still offers value after a strong run, this article will walk you through what the numbers are saying about the stock. The shares closed at US$56.81, with returns of 6.9% over the last 30 days, a 62.9% gain over the past year and 183.9% over five years, although the latest 7 day move was an 8.7% decline and year to date returns sit at 0.5%. Recent coverage of Alcoa has focused on how its share price reacts to shifts in sentiment around...

For investors wondering whether MKS is still reasonably priced after its recent gains or if expectations are getting ahead of reality, this article focuses squarely on what the current share price might be implying. Over the past year, MKS has recorded a 109.6% return, with 47.3% over the last month and 8.5% in the past week. These moves put valuation firmly in the spotlight for anyone considering the recent momentum. Recent coverage has highlighted MKS in the context of semiconductor sector...

If you are wondering whether Cavco Industries at around US$492 per share still offers good value after a strong multi year run, this article will walk through what the current price could mean. The stock has seen a 26.3% decline over the last 7 days and a 16.8% decline year to date, while the 3 year and 5 year returns stand at 79.6% and 138.5% respectively. Recent coverage has highlighted Cavco Industries as a long term compounder in manufactured housing and as part of broader discussions on...

Trinity Street Asset Management LLP has fully exited Axalta Coating Systems (AXTA), selling an estimated US$22.1 million stake. This move removes the coatings producer from the fund’s reported 13F holdings. See our latest analysis for Axalta Coating Systems. Axalta’s recent move to US$33.58 comes after a 17.95% 90 day share price return, while the 1 year total shareholder return of 6.57% decline suggests longer term momentum has been more muted even as some investors reassess the risk reward...

Cipher Mining (CIFR) has expanded its involvement in AI and cloud infrastructure with the acquisition of a 200 megawatt data center in Ohio and a 300 megawatt capacity agreement with Amazon Web Services, reshaping how investors view this former bitcoin focused operator. See our latest analysis for Cipher Mining. The flurry of AI related announcements has come alongside sharp share price swings, with a 1 day share price return of 9.83% decline, a 30 day share price return of 8.13% gain, and a...

OceanFirst Financial (NasdaqGS:OCFC) reported its latest quarterly results with growth in commercial loans and deposits. Profitability was affected by higher expenses tied to outsourcing and merger related activity. The company also recorded net loan charge offs during the quarter. For you as an investor following regional banks, OceanFirst Financial sits in the middle of several important trends, including competition for deposits and a focus on commercial lending. The latest update around...

Financial Institutions (FISI) closed out FY 2025 with fourth quarter revenue of US$60.7 million and basic EPS of US$0.98, while trailing twelve month revenue came in at US$233.3 million and EPS at US$3.65. The company has seen quarterly revenue move from US$47.0 million in Q3 2024 to US$60.7 million in Q4 2025, with quarterly EPS shifting from a loss of US$5.07 in Q4 2024 to a profit of US$0.98 in Q4 2025. This sets the stage for investors to focus on how sustainable these margin and earnings...

Toast, a provider of cloud-based restaurant technology, is preparing to report its February 12, 2026 earnings, with analysts expecting higher earnings per share and revenue than a year earlier. Recent coverage has emphasized Toast’s strong annualized recurring revenue growth and the willingness of restaurant customers to commit to multi-year software agreements, highlighting confidence in its platform. Next, we’ll examine how Toast’s accelerating recurring revenue and upcoming earnings...

In mid-January, AllianceBernstein Holding reported preliminary firmwide net outflows of about US$5.00 billion for the quarter ended December 31, 2025, as Retail withdrawals exceeded inflows from Private Wealth and Institutional clients while analysts reiterated a Hold consensus on the stock. This mix of segment-level fund flow divergence and cautious analyst sentiment highlights how shifts in client behavior can reshape AllianceBernstein’s business profile. We’ll now examine how persistent...

Invesco Mortgage Capital (IVR) just posted its FY 2025 numbers with Q4 revenue of US$56.1 million and basic EPS of US$0.68, giving investors a fresh read on how the portfolio is trading through the mortgage market. Over recent periods, revenue has ranged from US$8.5 million in Q4 2024 to US$57.9 million in Q3 2025, while quarterly EPS has swung between a loss of US$0.40 in Q2 2025 and a gain of US$0.74 in Q3 2025, setting the backdrop for today’s print. With a trailing 12 month net margin of...

Gentex (GNTX) has put up another steady quarter, with Q3 FY 2025 revenue of US$655.2 million and basic EPS of US$0.46, underpinned by net income of US$99.4 million as the latest read on its full year 2025 performance. Over recent periods, revenue has moved from US$541.6 million in Q4 FY 2024 to US$576.8 million in Q1 FY 2025 and then to US$657.9 million in Q2 FY 2025, while basic EPS tracked from US$0.38 to US$0.42 and US$0.43 across those same quarters, giving investors a clear line of sight...

Moog (MOG.A) has opened Q1 2026 earnings season with a fresh set of numbers, coming off a recent quarter where revenue was US$1.0 billion and basic EPS came in at US$2.10, backed by trailing twelve month EPS of US$7.42 on revenue of US$3.9 billion. The company has seen revenue move from US$917.1 million in Q4 2024 to US$1.0 billion in Q4 2025, while quarterly basic EPS stepped up from US$1.39 to US$2.10 over the same stretch, setting the stage for investors to weigh how sustainable that...