U.S. Mortgage REITs Stock News

Vocalink sale talks put Mastercard’s UK footprint in focus Mastercard (MA) is weighing a potential majority sale of its UK payments subsidiary Vocalink to British banks, bringing fresh attention to the company’s role in critical UK retail payment infrastructure. The review centers on Vocalink’s position in processing much of the UK’s retail payments and follows ongoing debate over foreign ownership of key national systems, which could influence how investors think about Mastercard’s...

Barington Capital has escalated its campaign at Chemed (CHE), pressing the board to launch a strategic review, cut executive perks, and refresh governance. These moves put fresh attention on how the company allocates capital. See our latest analysis for Chemed. Chemed’s share price has moved to US$511.13, with a 1 month share price return of 10.33% and a 3 month share price return of 21.38%. The 1 year total shareholder return of 10.26% contrasts with a slightly negative 3 year total...

Ovintiv Inc. reported past second-quarter 2026 results showing revenue of US$3,013 million and net income of US$456 million, alongside detailed production metrics across oil, NGLs, and natural gas. Despite higher quarterly profits, the company recorded a net loss of US$174 million for the first half of 2026, while still raising production guidance, continuing dividends, and completing a meaningful share buyback. Now we will examine how Ovintiv’s stronger-than-prior-year quarterly earnings...

Alpha Tau Medical (NasdaqCM:DRTS) is back in focus after reporting clinical data showing a 100% objective response rate for its Alpha DaRT plus pembrolizumab regimen in elderly head and neck cancer patients, presented at a major specialist conference. See our latest analysis for Alpha Tau Medical. Despite the sharp one day share price pullback of about 5.6% to US$12.50, Alpha Tau Medical still shows strong momentum, with a 30 day share price return of about 14.9% and a year to date share...

How Vipshop Holdings Stock Has Been Trading Recently Vipshop Holdings (VIPS) has seen mixed share performance recently, with the stock down over the past year even as the price gained over the past month and the past 3 months. See our latest analysis for Vipshop Holdings. At a share price of $14.25, Vipshop Holdings reflects mixed momentum, with a 30 day share price return of 8.45% contrasting with a year to date decline of 19.54% and a 1 year total shareholder return that is down 5.23%. This...

Northern Oil and Gas, Inc. recently updated its second-quarter 2026 production guidance, explaining that operators shut in about 7,000 Boe per day in the Permian due to adverse wellhead economics, while Williston and Uinta output exceeded internal expectations and supported record gas volumes despite the curtailments. The company also completed a US$157.0 million buyback program launched in July 2024, retiring 5,651,040 shares and highlighting management’s continued emphasis on returning...

Earlier in July 2026, Fermi Inc. appointed Rob Masson as CFO and named George Wentz, Anna Bofa, and Jacobo Ortiz to key officer roles, while director Miles Everson resigned after raising concerns about board governance and access to meeting minutes. The unusual combination of fresh senior leadership appointments and a public director departure over transparency issues raises important questions about how Fermi balances rapid growth ambitions with board oversight. Now we'll consider how the...

Healthcare investors are watching AstraZeneca closely after fresh comments about operating at Chinese speed, reaffirming a 2030 sales goal of $80b and reporting 6% revenue growth at constant exchange rates in the first half of 2026, even as the Wainua trial setback put its pipeline under scrutiny. This mix of confidence, competition from China and pressure to accelerate drug development could reshape how large pharmaceutical and biotechnology stocks are viewed. This article walks through 3...

In July 2026, Pomerantz LLP disclosed a past class action lawsuit against Intuit, alleging that from August 2025 to May 2026 the company misled investors about its competitive strengths, TurboTax growth outlook, and business model resilience amid intensifying tax-prep competition and a major workforce reduction. The filings and management’s own comments about losing price-sensitive TurboTax customers highlight how rising competition and pricing pressure may be reshaping Intuit’s core tax...

How Arlo Technologies Stock Has Been Trading Around Recent Performance Figures Arlo Technologies (ARLO) has been drawing attention after recent performance metrics highlighted mixed returns over different periods, prompting investors to reassess how the stock’s current pricing lines up with its fundamentals. See our latest analysis for Arlo Technologies. At a share price of $12.87, Arlo Technologies has seen a 1-day share price return of 2.71%, while its year to date share price return is...

Recently, Ternium has drawn fresh investor attention as analysts highlight a gap between its current valuation and its reported financial results, while the company continues heavy investment in its Pesqueria Industrial Center to expand steelmaking capacity. An interesting angle is how these capacity additions are being closely linked to potential long-term demand tied to nearshoring trends and infrastructure projects, which some investors see as a key support for the company’s operational...

Global markets are being pulled in several directions by inflation, energy prices and shifting central bank policies, which leaves many investors wondering where to find leaders who are truly aligned with long term performance. Founder led companies can offer a different kind of anchor, with decision makers who often think in decades instead of quarters and have a personal stake in the outcome. This Founder Led Companies screener is built to surface those businesses. In this article, you will...

Gibraltar Industries has completed the sale of its Renewables business, exiting solar operations to concentrate its resources on the Residential, Agtech, and Infrastructure segments. This move simplifies the company’s portfolio but heightens its dependence on these core end markets, sharpening both execution risk and capital allocation decisions. Next, we’ll examine how Gibraltar’s exit from Renewables and renewed focus on core businesses may reshape its broader investment narrative. The...

Popular (BPOP) just delivered a packed update for investors, combining higher second quarter earnings, a raised full year net interest income outlook, a larger dividend, and a fresh share repurchase authorization. See our latest analysis for Popular. At a share price of $171.73, Popular has seen momentum build recently, with a 90 day share price return of 13.92% and a 1 year total shareholder return of 52.42% reinforcing a much stronger 3 and 5 year record. If Popular’s strong recent run has...

Aalo Atomics recently selected Rockwell Automation as the control platform provider for its Aalo-X test reactor, part of the U.S. Department of Energy Reactor Pilot Program accelerating advanced nuclear technologies. This collaboration highlights Rockwell Automation’s role in supplying integrated control and information systems for emerging modular nuclear reactors, linking its automation expertise directly to the energy transition and next-generation power infrastructure. We’ll explore how...

Tariffs of 10 to 12.5% on 60 major U.S. trading partners, oil above US$100, and the prospect of a more hawkish Federal Reserve create a tricky backdrop for stock picking. In this kind of policy and inflation tug of war, many investors look to large U.S. dividend stocks with established payout histories and relatively lower volatility as potential anchors in a portfolio. This article walks through 3 stocks from a U.S. Large-Cap Dividend Stocks screener that appear particularly exposed to these...

Oil prices have just swung lower, with Brent crude pulling back to US$92.12 after briefly moving above US$100, as tensions between the US and Iran cooled and military strikes paused around the Strait of Hormuz. For consumer discretionary stocks, that shift in energy costs can influence everything from shopper confidence to travel budgets. At the same time, shipping routes remain disrupted, so the picture is far from simple. This article walks through 3 US Consumer Discretionary stocks that...

In late July 2026, Alphabet reported second-quarter 2026 results showing higher sales and net income alongside an affirmation of its US$0.22 quarterly dividend, while also filing a US$69.24 billion shelf registration for up to 200 million Class C shares tied to employee stock plans. At the same time, Alphabet signaled an unprecedented AI and data center buildout, with capital expenditure guidance and long-term contractual obligations in the hundreds of billions of dollars, marking a sharp...

In July 2026, First American Financial reported second-quarter revenue of US$2,117.3 million and net income of US$218.5 million, while affirming a disciplined, synergy-focused acquisition strategy and steady technology investment plans. A key development was First American Data & Analytics making its extensive property intelligence datasets available within Esri’s ArcGIS ecosystem, deepening the company’s role in GIS-driven property and risk analysis workflows. We’ll now examine how this...

SouthState Bank Corporation has reported its second-quarter 2026 results, including US$575.95 million in net interest income, US$230.02 million in net income, net charge-offs of US$8 million, a higher quarterly dividend of US$0.66 per share, and completion of a 2.53% share repurchase program totaling US$247.6 million. Together, stronger earnings, modest credit costs, a dividend increase, and sizable buybacks point to management’s confidence in SouthState’s balance sheet and long-term capital...

Bread Financial Holdings reported past second-quarter 2026 results showing net interest income of US$1,039 million and net income of US$146 million, alongside ongoing share repurchases and a declared quarterly dividend of US$0.23 per share. The completion of a large buyback tranche, retiring around 17% of shares since 2025, highlights management’s emphasis on capital returns alongside earnings growth. We’ll now examine how Bread Financial’s stronger earnings and sizeable share repurchases...

On July 22, 2026, UFP Industries’ board declared a quarterly cash dividend of US$0.36 per share, payable September 15, 2026, to shareholders of record on September 1, 2026, reflecting a 3% increase from the 2025 dividend rate. This dividend increase highlights management’s willingness to return more cash to shareholders, reinforcing the company’s stance on capital deployment and income-focused appeal. We’ll now examine how this higher quarterly dividend shapes UFP Industries’ investment...

With inflation, energy prices and interest-rate expectations all pulling on markets at once, many investors are looking for themes that are closely linked to government spending, long-lived contracts and essential services. The Aerospace And Defense screener focuses on companies that manufacture or provide services to this sector, which is often tied to national priorities and long planning cycles. This article highlights 3 stocks from the Aerospace And Defense screener and explains how each...

In July 2026, Marcus & Millichap’s IPA Capital Markets division hired Ryan Demadis as managing director in its Boston office, where he brings broad debt and equity financing experience across industrial and multifamily properties in the Northeast. Demadis’ history of closing over US$1.00 billion in financing across diverse capital sources could deepen Marcus & Millichap’s capital markets capabilities and client relationships in a key region. Next, we’ll examine how adding Demadis’ industrial...