U.S. Mortgage REITs Stock News

Recently, commentary on US Foods Holding highlighted that analysts expect the company's EPS to grow 16.4% this year, supported by above-average financial growth, strong cash flow trends, and positive earnings estimate revisions, reinforcing a view of healthier fundamentals than many peers. This combination of robust projected earnings expansion and improving analyst expectations has renewed investor attention on how effectively US Foods can convert operational initiatives into sustained...

In the past quarter, Getty Realty Corp. reported second-quarter 2026 revenue of US$59.05 million and net income of US$22.59 million, with basic and diluted earnings per share from continuing operations of US$0.36, alongside affirming a quarterly dividend of US$0.485 per share payable on October 8, 2026. The combination of higher sales and earnings for both the quarter and first half of 2026, together with a maintained cash dividend, highlights Getty Realty’s current ability to convert its...

AGCO (AGCO) is back in focus after its latest quarterly report on July 30, 2026. Earnings and revenue missed analyst expectations and full year revenue guidance was reduced. See our latest analysis for AGCO. The latest results and cut to revenue guidance have weighed on sentiment toward AGCO, with the share price down 6.09% over the last day and the 90 day share price return lower by 4.01%. Even so, the year to date share price return of 9.76% and 1 year total shareholder return of 10.03%...

Kohl's recently announced that long-serving board member John E. Schlifske retired as independent Chair for personal reasons, with current director and finance expert Wendy Arlin assuming the Chair role and former Panera Brands CEO Niren Chaudhary joining the board as an independent director. This board reshaping brings together deep retail, consumer brands, and digital experience at the top of Kohl's governance structure, potentially influencing how the company tackles shifting shopping...

Halozyme Therapeutics (HALO) has drawn fresh attention after the stock reached a record high ahead of its upcoming earnings release, with investors watching how its patented drug delivery platform feeds into reported financials. See our latest analysis for Halozyme Therapeutics. The recent record high comes after a strong run, with Halozyme Therapeutics posting a 90 day share price return of 30.82% and a 1 year total shareholder return of 38.62%. The 3 year total shareholder return of 94.35%...

Rigetti Computing announced it partnered with Hewlett Packard Enterprise and the Pittsburgh Supercomputing Center to build the NSF-funded TangleLab testbed, integrating a 9-qubit Novera quantum system with classical high-performance computing at PSC’s new data center, with construction having started in 2026 and full operations targeted for 2027. This collaboration highlights HPE’s role in advancing hybrid quantum-classical computing aligned with US priorities in quantum information science...

Five9 stock has staged a sharp rebound in the short term, yet the longer history is far harsher, which leaves the current valuation looking more like a reset than a clear bargain. Over the past 5 years, Five9 has delivered a share price decline of about 87%, which means long term holders have seen a very large erosion of capital that any new thesis now has to justify. Future revenue growth and progress toward stronger cash generation can support today’s price, while any sustained pressure on...

As you might know, Armstrong World Industries, Inc. ( NYSE:AWI ) just kicked off its latest second-quarter results with...

Verisk Analytics stock is coming off a year in which the share price fell 21.9%. The current valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to about 17.1% upside, while traditional market multiples suggest the stock screens as expensive and the broader value checks are weak. Over the past 12 months, Verisk Analytics has declined 21.9%, which means recent returns have been difficult for shareholders despite a stronger short term bounce. The...

Baker Hughes (NasdaqGS:BKR) received an order from Dynamis Power Solutions for 76 NovaLT16 gas turbines and related power generation equipment. The turbines will support hypermobile data centers and oil and gas applications that require scalable, high-availability power. The agreement expands Baker Hughes' role in modular, mission-critical power projects serving both digital infrastructure and traditional energy customers. Baker Hughes operates across energy technology and services, and...

Porch Group, Inc. has released its second-quarter 2026 results, reporting sales of US$140.88 million and net income of US$5.6 million, with basic earnings per share from continuing operations of US$0.05, all higher than the same quarter a year earlier. However, despite stronger quarterly figures, net income for the first half of 2026 was just US$0.89 million compared with US$10.97 million a year earlier, highlighting how short-term improvements sit against a weaker year-to-date profit...

Marvell Technology (MRVL) is in focus after announcing a US$250 million investment in India over the next three years, including plans to double its local headcount and expand key engineering hubs. See our latest analysis for Marvell Technology. Recent sector-wide selling in AI related semiconductors has hit Marvell Technology hard, with the stock down 41.17% on a 1 month share price basis, even after an 82.79% year to date share price return and a 100.33% 1 year total shareholder return. The...

Leidos Holdings stock has fallen 37.7% year to date, yet its valuation checks and recent contract and product news are pointing investors back to the numbers on what they are paying for the business today. Year to date the share price is down 37.7%, which puts the recent rebound over the past month into context as a move happening after a sizeable pullback. New AI focused cybersecurity tools and recent defense contract wins can support sentiment on future revenue, while execution risk in...

Shareholders might have noticed that Expro Ltd ( NYSE:XPRO ) filed its quarterly result this time last week. The early...

GLOBALFOUNDRIES stock has fallen sharply in recent weeks, and the valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the shares may be on the cheap side. The share price is down 41.9% over the past month, which puts recent sentiment and expectations for the business under closer scrutiny. A fresh catalyst is the US$300 million CHIPS Act award for silicon photonics research, which can support long term...

Lennox International recently reported second-quarter 2026 results showing sales of US$1,545.3 million and net income of US$269 million, with broadly flat earnings per share while also announcing further share repurchases. Alongside these results, Lennox trimmed its full-year 2026 earnings guidance to US$23.00–US$24.00 per share but reaffirmed its approximately 8% revenue growth outlook, highlighting contrasting trends between weaker residential demand and stronger commercial...

On July 22, 2026, Casey's General Stores filed its definitive proxy statement urging shareholders to vote against a proposal to let investors owning at least 15% of outstanding shares call special shareholder meetings at the September 2, 2026 annual meeting. At the same time, analysts are watching for the company’s upcoming fiscal 2027 first-quarter earnings, where expectations of double-digit profit growth highlight the tension between governance debates and operational execution. We’ll now...

After a sharp 37.8% gain over the past month, WEX now sits near US$188, and the key issue for investors is that this strong share price move sits alongside valuation checks that lean more on the expensive side than on clear value. The 37.8% move over the past month puts recent momentum front and center, which can leave less room for error if expectations do not hold up. Growth in WEX's B2B payments and fleet fraud prevention offerings can support higher earnings expectations. However, any...

Energy infrastructure is back in focus after drone attacks at Egypt’s Damietta Port disrupted a key LNG hub and raised fresh questions about security near the Suez Canal. For investors, this kind of headline risk can quickly reshape how stocks exposed to LNG, pipelines, and shipping are priced, as the market weighs supply disruption, insurance costs, and geopolitical risk. This article looks at 3 stocks from an Energy Infrastructure & Security screener that appear more directly exposed to the...

Pinnacle Financial Partners (PNFP) is back in focus after reporting second quarter 2026 net income of US$328 million, compared to US$159 million a year earlier, alongside updated common and preferred dividend declarations. See our latest analysis for Pinnacle Financial Partners. The recent earnings and dividend updates have arrived against a backdrop of steady gains for Pinnacle Financial Partners, with the share price at US$104.74, a 7 day share price return of 7.58% and a 1 year total...

Boeing stock sits in a tricky spot for valuation right now, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while traditional market multiples suggest the shares are already pricing in a lot of optimism. Over the past 3 years, Boeing has delivered a cumulative shareholder return of about a 7.5% decline, which means the stock has not rewarded long term holders despite periods of renewed optimism. Large aircraft orders and a focus on cash generation can support the...

Earnings, dividend raise and buybacks put Byline Bancorp in focus Byline Bancorp (BY) just released second quarter 2026 results, increased its quarterly dividend by 16.7%, and updated investors on recent share repurchases. Taken together, these moves give you fresh information on profitability, capital returns, and balance sheet risk. See our latest analysis for Byline Bancorp. Byline Bancorp’s latest earnings, dividend increase and share repurchases arrive after a strong run, with a 90 day...

Teladoc Health stock is coming off a very weak 5 year run, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares screening as undervalued relative to those fundamentals. Teladoc Health has seen its share price decline 93.9% over the past 5 years, which puts long term returns sharply at odds with the current view that the stock may now be priced below its underlying value. The launch plans for the Teladoc One...

The market finally cut Unum Group some slack today. After drifting lower over the past month, the stock is up about 2% in live trading as investors digest a Q2 report that leans firmly on earnings power rather than headline revenue. The core message is simple. Adjusted operating earnings per share of US$2.16 and a consolidated adjusted operating return on equity near 15.9% give bulls fresh ammunition, even as recent net profit margins over the last year sit well below the prior year. The...