U.S. Mortgage REITs Stock News

PotlatchDeltic (PCH) has caught the attention of investors recently, as price moves without an obvious catalyst often raise questions. When a company’s shares shift direction without a clear headline or event, it can be a challenge to figure out if this is the start of a bigger trend or just noise in the market. For those considering a move, times like this can open the door to a valuation reset or a momentary mispricing, making it worth a closer look. Looking at PotlatchDeltic’s performance,...

On September 2, 2025, Federal Housing Finance Agency Director Bill Pulte announced the U.S. government will sell about 5% of its stake in Fannie Mae, marking the first significant move toward privatization since the company entered federal conservatorship in 2008. This step signals a potential rethink of long-standing federal oversight and could reshape the future ownership landscape of these mortgage-finance giants. We’ll examine how the proposed government stake sale could reshape Fannie...

Oxford Lane Capital (OXLC) recently put itself in the spotlight with a 1-for-5 reverse stock split. For current and prospective investors, this move is especially interesting because it not only consolidated shares, but was paired with an increase in monthly per-share distributions for the remainder of 2025. The reverse split adjusted each holder’s account so every five shares became one, streamlining the share structure while also triggering changes to dividend payments going forward. On the...

Broadcom recently announced a landmark partnership with OpenAI, co-developing a custom artificial intelligence chip expected to launch next year and serve OpenAI's internal needs. This collaboration signals a major shift in AI hardware sourcing, positioning Broadcom as a leading alternative supplier to the dominant players in the rapidly growing AI chip market. We'll look at how Broadcom's breakthrough $10 billion AI chip order with OpenAI could impact its long-term investment narrative and...

Earlier this month, Trupanion reported stronger-than-expected second-quarter earnings and raised its full-year 2025 revenue guidance to a range of US$1.42 billion to US$1.43 billion. Despite the upbeat outlook, the company continues to face industry challenges with a return on equity of 3.1%, well below the sector average, pointing to ongoing operational pressures. We'll explore how Trupanion's raised full-year guidance influences its investment narrative, particularly regarding long-term...

PulteGroup, Inc. recently declared a quarterly dividend of US$0.22 per common share, payable on October 2, 2025, to shareholders of record as of September 16, 2025. Despite this dividend announcement, cautious analyst sentiment has emerged due to expectations for declining earnings and revenue ahead of the company’s October earnings release. We'll review how analyst concerns over weakening earnings forecasts could influence PulteGroup’s investment outlook and long-term prospects. AI is about...

National HealthCare (NHC) is drawing serious investor attention after news broke that an affiliate is in default under its master lease with National Health Investors, stemming from non-compliance with non-monetary provisions. The notification, delivered on September 8, makes the situation time-sensitive, as the affiliate now has 30 days to resolve the issues before NHI can pursue all remedies under the lease. This could potentially create material uncertainty about future operations or legal...

H World Group Limited declared a cash dividend on August 20, 2025, with holders of record as of September 9, 2025, and subsequently adjusted the conversion rate for its 3.00% convertible senior notes due 2026 to comply with its indenture agreements. This combination of returning capital to shareholders and recalibrating the terms of outstanding convertible notes could influence both investor sentiment and the company’s future capital structure. We'll now consider how the dividend declaration...

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...

In recent days, Keysight Technologies introduced two new millimeter-wave frequency extender modules and a precision calibration kit, as well as showcased its latest RF and mmWave innovations targeting next-generation wireless, defense, and semiconductor markets. The updated 2025 revenue guidance points to stronger demand for advanced test solutions, underscoring Keysight's role in supporting AI-driven communications and rapid technology shifts. We'll examine how the launch of broadband VNA...

CDW recently reported strong second-quarter results, with revenue rising 10.2% year over year and earnings exceeding analyst expectations, driven by heightened demand across core IT distribution and solutions businesses. Growth in cloud and cybersecurity services helped CDW counteract softer hardware demand and supply chain risks, while a 900,000-share buyback supported earnings per share amid margin pressures. We'll explore how CDW's outperformance, particularly in cloud and cybersecurity,...

On September 10, 2025, Hubbell Incorporated announced that Bill Sperry will retire as Chief Financial Officer at the end of the year, with Joseph Capozzoli promoted to Senior Vice President and CFO effective January 1, 2026, following a structured transition period. This leadership transition brings an executive with deep company experience and financial acumen to the CFO role, just as Hubbell continues to focus on operational improvements and financial discipline. We’ll examine how this...

Progressive (PGR) has delivered a quarter that’s turned heads across the insurance sector. The company not only beat Wall Street’s expectations for both earnings per share and book value per share, but also received recognition for growing earnings capacity and operational gains. Those improving numbers, along with notable upward revisions in earnings estimates and strong investor sentiment, are giving shareholders and prospective buyers plenty to consider this week. The upbeat results come...

If you have been watching Nike (NKE), this week’s post-earnings rally is tough to ignore. Despite quarterly results showing a 12% slide in revenue and profits down 86%, the company outperformed already lowered expectations, setting off a spirited 15% jump in the stock. Leadership under new CEO Elliott Hill is shaking things up by sharpening Nike’s focus on premium products and cutting back on discounted lines in an effort to boost margins, while major names on Wall Street are signaling...

In recent days, QMMM Holdings Limited announced a high-profile pivot from digital advertising into blockchain and AI-driven solutions, highlighted by plans to create a US$100 million cryptocurrency treasury and a decentralized data marketplace leveraging Bitcoin, Ethereum, and Solana. This rapid expansion into cryptocurrency and Web3 technologies marks a significant shift in the company’s operational focus despite recent financial pressures and evolving risk factors. We'll now explore how...

Accenture recently announced a partnership with Google Cloud and Eneva to use cloud, data, and AI technologies to enhance Eneva's energy operations in Brazil, including migrating digital infrastructure and optimizing asset management. This collaboration stands out for its integration of advanced AI tools and cloud solutions that streamline maintenance, significantly improving employee productivity and operational reliability in Brazil's rapidly evolving energy sector. We'll examine how...

Huntington Bancshares (HBAN) just wrapped up its presentation at the 2025 Barclays Global Financial Services Conference, and the focus from analysts is unmistakable. The bank’s leadership is emphasizing a strategic acquisition of Veritex and sharing a clearer timeline for when that deal might close. With institutional investors tuning in closely, many are weighing what the Veritex deal could mean for Huntington’s growth, profitability, and long-term strategy. This wave of attention comes...

Thinking about what to do with your Apple shares or considering jumping in? You are far from alone. After all, Apple has been at the center of the tech world for years, and the stock has given investors plenty to talk about recently. Over the past week, it dropped 5.4%, and if you zoom out, it is down 1.2% for the past month and 7.0% since the start of the year. But here is the thing: look back further and you will see a more encouraging picture, with a 2.3% gain over the past year, 51.2% in...

On September 9, 2025, Aeluma, Inc. reported fourth quarter and full-year earnings, with sales rising to US$1.32 million for the quarter and US$4.67 million for the year, both up meaningfully from the previous year, while net losses narrowed. What stands out is the company's ability to significantly grow sales and reduce annual net loss, which signals operational progress and tighter cost discipline. With quarterly sales jumping and losses narrowing, we'll explore how this financial...

Sprouts Farmers Market (SFM) has suddenly become the talk of the town, and not just among devoted grocery shoppers. After management boosted both sales and earnings guidance for 2025, the market’s expectations took on new life. An uptick in options activity and chatter about new store formats signal that investors are betting on a meaningful shift in the company’s growth profile, potentially driving the next leg up or exposing possible risks if performance stumbles. If you’re eyeing SFM for...

In recent days, Apogee Therapeutics reported positive Phase 2a clinical trial data for its atopic dermatitis candidate, APG777, and provided an updated catalyst timeline for respiratory treatments. This period also saw Chief Medical Officer Carl Dambkowski sell US$103,198 of company stock through a pre-arranged Rule 10b5-1 trading plan, drawing attention to ongoing leadership activity amid clinical progress. We'll explore how the promising results for APG777 could reshape Apogee...

The Buckle, Inc. recently reported a 13.4% increase in net sales for the 4-week period ended August 30, 2025, alongside the Board's approval of a US$0.35 per share quarterly dividend payable in October to shareholders of record as of mid-October. Strong top-line growth and continued dividend payouts highlight management's confidence in the company's operational momentum and financial health. We'll examine how Buckle's robust sales gains and sustained dividend policy may impact its long-term...

Crane (CR) has caught the attention of investors lately, even though no major event or headline has triggered its latest moves. When stocks shift gears in a quiet news cycle, it is natural to wonder if something below the surface is changing or if the market is simply reevaluating what the company is worth. For anyone keeping Crane on their watchlist, the silence might actually speak volumes as the stock charts its next steps amid broader market trends. Looking at the numbers, Crane’s...

John Wiley & Sons, Inc. reported first quarter earnings for the period ended July 31, 2025, with sales of US$396.8 million and net income of US$11.7 million, reversing a net loss from the previous year; EPS also returned to positive territory compared to the prior quarter. The company further underscored its technology focus by increasing AI licensing revenue and announcing a partnership with Anthropic to enhance AI capabilities in scholarly research, alongside continued dividend increases...