U.S. Mortgage REITs Stock News

In 2025, CarMax faced weakening same‑store sales, market share losses to competitors such as Carvana, compressed margins, and rising concern over its high debt load, culminating in CEO Bill Nash stepping down in December. These pressures highlight how a combination of softer customer demand, lower structural profitability, and elevated leverage can unsettle confidence in CarMax’s ability to stabilize its business model. Next, we’ll examine how the CEO’s departure and elevated leverage could...

Astronics Corporation recently reported preliminary unaudited fourth-quarter 2025 revenue of about US$236 million to US$239 million and full-year 2025 revenue of roughly US$860 million, both above prior guidance, and issued 2026 revenue expectations of US$950 million to US$990 million, implying an anticipated 10% to 15% increase over 2025. These stronger-than-guided 2025 results and higher 2026 revenue ambitions suggest Astronics is entering the year with operational momentum and increased...

Corebridge Financial (CRBG) is under closer investor scrutiny after two years of 15.4% annual declines in net premiums earned, a 22.4 percentage point drop in pre tax margins, and a 1.1x debt to equity ratio. See our latest analysis for Corebridge Financial. Recent price action has been subdued, with a 1 month share price return of 4.9% and a flat year to date share price move around the current US$30.45 level. The 3 year total shareholder return of 86.1% contrasts with a 1 year total...

In recent weeks, billionaire hedge fund manager Bill Ackman has increased his investment in Howard Hughes Holdings and outlined a plan to transform the real estate developer into a modern-day conglomerate modeled on Berkshire Hathaway. Howard Hughes has already taken its first major step toward this broader holding-company vision, signaling a shift that could meaningfully alter how investors think about its business mix and long-term direction. Next, we’ll examine how Ackman’s push toward...

In the past few days, B. Riley Securities analyst Anna Glaessgen initiated coverage on LuxExperience B.V. (LUXE.US) with a buy rating, assigning a US$12 price objective that reflects her view of the company’s prospects. This new coverage brings additional attention from institutional and retail investors, potentially elevating LuxExperience’s profile within the competitive luxury e-commerce landscape. We’ll now examine how this new positive analyst coverage may influence LuxExperience’s...

In recent weeks, Darling Ingredients reported a strong quarter, with revenue rising 10% year over year and beating analyst expectations, while advancing joint venture plans in collagen and monetizing renewable diesel production tax credits. This combination of operational outperformance, expanding partnerships in specialty ingredients, and efficient use of tax credits has reinforced broader analyst confidence in the company’s business model. We’ll now examine how this...

Earlier in 2026, Stewards Inc. announced it would present at the Sequire Investor Summit in Puerto Rico to showcase its diversified operating platform spanning private credit, real assets, and digital finance. At the summit, the company also plans to outline its governance framework and long-term goals as it works toward a potential uplisting to the Nasdaq Capital Market, a move that could broaden its appeal to institutional investors. Next, we will examine how Stewards’ planned Nasdaq...

Vistance Networks (VISN) has drawn fresh attention after rebranding from CommScope Holding Company in January 2026. Investors are reassessing a business spanning connectivity, networking, and access solutions across multiple global regions. See our latest analysis for Vistance Networks. The rebrand arrives after a period of strong share price momentum, with a 90 day share price return of 25% and a very large 1 year total shareholder return of about 2.5x, suggesting investors are reassessing...

Earlier in January 2026, e.l.f. Cosmetics and beverage brand Liquid Death launched their second limited-edition “Lip Embalms” collection, inspired by Liquid Death’s flavored waters and sold exclusively through elfcosmetics.com and TikTok Shop in tightly limited quantities. The rapid sellout of the Lip Embalms, amplified by Roblox and Twitch activations, highlights how e.l.f. is using culture-driven collaborations and digital engagement to keep its brand highly relevant with younger...

Evercore ISI recently initiated coverage on Phillips Edison & Co. with an Outperform rating, as the company also reported Q3 2025 results that exceeded analyst expectations and entered a joint venture with Cohen & Steers Income Opportunities REIT to acquire Springs Plaza. Together, the upbeat initiation, stronger-than-forecast earnings, and portfolio expansion highlight how Phillips Edison’s focus on necessity-based, grocery-anchored centers is shaping its current business momentum. We’ll...

In recent days, DA Davidson downgraded Martin Marietta Materials from Buy to Neutral, citing reduced aggregate pricing potential, slower infrastructure bidding, uncertainty around upcoming surface transportation authorizations, and possible softness in private construction markets. At the same time, Martin Marietta Materials confirmed its regular quarterly dividend and reiterated that its asset exchange with Quikrete is now expected to close in early 2026, underscoring a continued shift...

Brookfield Wealth Solutions Ltd.'s ( NYSE:BNT ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy...

Home Bancshares, Inc. (Conway, AR) ( NYSE:HOMB ) last week reported its latest annual results, which makes it a good...

Pool Corporation has announced that Senior Vice President Kenneth “Kenny” G. St. Romain will retire later in 2026 and that John B. Watwood, formerly with Motion Industries, has joined as Executive Vice President to oversee North American pool operations and digital and technology initiatives. This leadership transition brings in fresh operational and digital expertise at a time when Pool is emphasizing technology-enabled efficiency and customer engagement. Next, we’ll examine how Watwood’s...

Event context and recent performance Miami International Holdings (MIAX) has been on investors’ radar after recent trading, with the stock closing at $42.55 as short term returns show a 0.5% decline over the past week and month. See our latest analysis for Miami International Holdings. While the recent 7 day and 30 day share price returns have been slightly negative, the 90 day share price return of 1.48% suggests momentum has cooled rather than accelerated so far this year. If this kind of...

On January 12, 2026, AppFolio’s Board reduced its size from nine to seven members and elected Saori Casey, current Sonos CFO and former senior Apple and Cisco finance executive, as a Class II Director effective February 12, 2026. This appointment injects deep capital markets, financial planning, and governance experience into AppFolio’s boardroom, potentially influencing oversight of AI investment, platform expansion, and capital allocation. We’ll now examine how adding finance veteran Saori...

In recent days, Home Depot reported earnings that showed weak comparable sales and guided to about a 5% decline in full-year adjusted EPS, reinforcing concerns about soft consumer demand and pressured operating margins. At the same time, the company expanded its use of artificial intelligence through deeper collaborations with Google Cloud’s Gemini models and Rilla’s real-time coaching tools to improve customer service and operational efficiency. An interesting tension for investors is that...

In January 2026, Anthropic announced a partnership with The Travelers Companies to roll out personalized AI assistants to nearly 10,000 of Travelers' engineers, data scientists, analysts and product owners, enhancing software, analytics and machine learning development across the insurer's operations. This initiative, alongside Travelers' in-house TravAI platform for more than 30,000 employees, signals a deep integration of generative AI into everyday workflows to strengthen execution,...

Gorilla Technology Group (GRRR) has drawn fresh attention after outlining a multi year, US$1.4b partnership to deploy AI ready data centers in Southeast Asia and after announcing several new public sector projects in Taiwan. See our latest analysis for Gorilla Technology Group. The recent announcements around AI ready data centers and new Taiwan projects have coincided with a sharp rebound in the shares, with a 1 day share price return of 12.36% and a year to date share price return of...

Why recent earnings pressure matters for AutoNation stock AutoNation (AN) has recently drawn investor attention as underwhelming same-store sales and a steady 5.7% annual decline in earnings per share over three years contrast with ongoing revenue growth. See our latest analysis for AutoNation. At a share price of $214.35, AutoNation has seen a 3.3% 30 day share price return, while its 1 year total shareholder return of 17.3% points to momentum that has persisted over a longer stretch despite...

Why AMETEK is on investors’ radar today AMETEK (AME) has drawn fresh attention after its solid recent share performance, with the stock showing positive returns over the past week, month, and past three months. This has prompted investors to reassess its valuation and fundamentals. See our latest analysis for AMETEK. Zooming out, AMETEK’s share price has climbed 15.9% over the past three months and sits at $215.02, while its 1 year total shareholder return of 19.7% suggests momentum has been...

Eversource Energy recently reported better-than-expected third-quarter 2025 adjusted earnings per share of US$1.19 but recorded a US$75 million charge tied to increased liability from its previously sold offshore wind projects, highlighting ongoing risks in its clean-energy transition. With analysts expecting a double-digit improvement in the company’s bottom line for the upcoming fourth-quarter results, investor attention is now focused on how Eversource balances earnings momentum with the...

FactSet Research Systems recently filed a shelf registration for up to US$1.25 billion in common stock, covering 4,232,362 shares for an ESOP-related offering. This large, employee-focused equity program could influence how investors think about FactSet’s future capital allocation, ownership structure, and workforce incentives. Next, we’ll examine how this sizable ESOP-related shelf registration may affect FactSet’s investment narrative around growth, margins, and capital returns. Find...

AerCap Holdings (AER) has drawn fresh attention after signing purchase and leaseback agreements with Virgin Atlantic for six Airbus A330-900 aircraft. The deal is linked to Virgin Atlantic's fleet renewal and emissions goals. See our latest analysis for AerCap Holdings. The Virgin Atlantic transaction comes as AerCap's share price has climbed 19.3% over the past 90 days, while its 1 year total shareholder return of 51.4% and 5 year total shareholder return of 246.1% point to strong longer...