U.S. Mortgage REITs Stock News

Regency Centers (REG) just released its second quarter 2026 results, giving investors fresh data on sales, revenue and net income, and it also slightly raised its full year earnings guidance for shareholders. See our latest analysis for Regency Centers. Regency Centers shares trade at $80.36, with the 90 day share price return of 2.17% and year to date share price return of 18.25%. If Regency Centers has you looking at income oriented real estate, it can also be a good time to widen your...

Strategic Education stock came into this print on a steady run, with mid single digit gains over the past month, only to slip about 3% as investors reacted to the latest numbers. The headline is simple: quarterly earnings power and margins looked firm while the share price moved the other way. Revenue for the quarter landed at about US$337.3m and basic earnings per share came in at US$1.74. Trailing twelve month earnings per share reached US$6.13. With the stock around US$85, the market is...

Generac Holdings stock slipped about 2% on the day, yet the earnings print looked more like a company pressing its advantage than one losing steam. The power equipment specialist posted Q2 revenue of US$1.17b and basic earnings per share of US$2.44, backed by a 24.8% adjusted EBITDA margin helped by tariff refunds. The real story for you is the cash and capacity behind those numbers, with management leaning into large commercial and data center demand while keeping leverage around 1.5x. The...

Medtronic led a $37m Series C funding round for CoreMap, a company developing an atrial fibrillation mapping and ablation system. The funding is intended to support further development and commercialization of CoreMap's AF mapping technology. The move expands Medtronic's involvement in cardiac arrhythmia treatment solutions and electrophysiology tools. Medtronic, NYSE:MDT, is adding fresh product pipeline news to the story investors have been watching around its cardiac portfolio. The stock...

Norwegian Cruise Line Holdings stock has had a tough year, with a falling share price sitting alongside valuation checks that suggest the company screens as somewhat cheap on earnings-based measures but not as an outright bargain overall. Over the last 12 months, the share price has declined 26.8%, which means recent holders have taken a clear hit even before considering any change in fundamentals. The recent earnings update, with cost action and softer demand in the mix, can support the...

Tyler Technologies just delivered a quarter that appears stronger than the stock price suggests. The shares fell about 3% to US$323.31 after the Q2 release, even as software as a service revenue grew 21.7% year over year and total revenue reached US$645.1m. The story the market is trading on today is short term emotion, while the story in the numbers is the impact of recurring SaaS growth beginning to scale through the model. Is Tyler Technologies actually on sale at US$323, or is the...

In the past quarter, Gaming and Leisure Properties, Inc. reported second-quarter 2026 results showing sales of US$370.04 million and revenue of US$430.52 million, with net income rising to US$228.42 million and diluted earnings per share from continuing operations reaching US$0.80. Across the first half of 2026, the company’s revenue grew to US$850.50 million and net income to US$460.25 million, highlighting a meaningful uplift in profitability versus the same period a year earlier. We’ll...

East West Bancorp (EWBC) drew fresh attention after raising its full year 2026 net interest income guidance to a range of 7% to 9% growth, alongside reporting second quarter results and affirming its third quarter dividend. See our latest analysis for East West Bancorp. Against this backdrop of higher guidance and solid quarterly results, East West Bancorp’s share price has moved steadily higher, with a 13.78% year to date share price return and a 33.94% 1 year total shareholder return that...

Franklin Electric (FELE) raised its full year 2026 earnings guidance and updated its net sales outlook to a range of $2.21b to $2.29b after reporting year over year growth in quarterly sales and net income. See our latest analysis for Franklin Electric. Franklin Electric's share price has eased over the past month, with a 1 month share price return of 3.47% and a 7 day share price return of 2.00%. However, the 90 day share price return of 4.05% and 1 year total shareholder return of 11.36%...

In the past week, Veralto reported second-quarter 2026 results showing higher sales and earnings, raised its full-year adjusted EPS guidance, and detailed ongoing share repurchases and bolt-on deals, including the recent purchase of India-based UV water treatment specialist Alfaa UV. Together with earlier acquisitions like GlobalVision, these moves highlight Veralto’s twin focus on expanding water quality and inspection technologies while using buybacks and M&A to support long-term value...

Kyivstar Group (NasdaqGS:KYIV) is back in focus after opening a New York office that formalizes its U.S. presence, following its 2025 Nasdaq listing as the first Ukrainian company on a U.S. exchange. See our latest analysis for Kyivstar Group. Kyivstar Group’s recent New York office opening comes as short-term share price momentum has been mixed, with a 1-day share price return of 6.86% and 7-day return of 2.71%. The 30-day share price return declined 13.30%, while the 90-day share price...

uniQure stock jumped 5.3% to US$42.19 after its Q2 release, a sharp move for a gene therapy developer that is still posting deep losses. The headlines are not about earnings beats. The story is about whether the cash and pipeline can carry the company across a long and expensive bridge to potential commercial launches. The quarter showed another heavy quarterly loss with basic earnings per share of US$1.22 in the red and revenue of just US$5.8m. The key focus now is the balance sheet...

Sensata Technologies Holding walked into this earnings print with a stock that had barely moved over the past month and has now jumped about 4% to US$47.99. That quick repricing reflects one thing above all: the market is reacting to a cleaner profitability story and cash generation that looks much stronger than the trailing profit margin headline. The headline from this quarter is margin and earnings quality. Adjusted EPS reached US$0.98 and adjusted operating margin hit 19.5%, while free...

The market clipped Capital Clean Energy Carriers by about 1.5% into the close, yet the headline from Q2 is simple. The company stayed firmly profitable while continuing to build out a larger, more complex gas carrier fleet. Revenue reached US$104.9m and continuing net income held at roughly US$29m, which is what really anchors this story for investors. Coming into the release the stock was modestly ahead over one and three months. Today’s slip suggests nerves about the growth plan and capital...

Insperity stock inched up about 1.6% today, adding a little calm to what has been a choppy year for investors trying to read this human resources outsourcer. The relief comes from one clear headline: profit pressure finally eased a bit. Adjusted earnings per share landed at $0.34 and adjusted earnings before interest, tax, depreciation and amortisation reached $36 million, both ahead of the company’s own midpoints. That short term beat matters, but the real story for Insperity now is whether...

TSMC (NYSE:TSM) has begun gradually resuming operations at its Japan Advanced Semiconductor Manufacturing plant in Kumamoto. The restart follows an evacuation of the facility after a recent earthquake in the region. The company is bringing equipment and production back online in stages following safety checks. Taiwan Semiconductor Manufacturing is a key contract chip producer for a wide range of electronics, from consumer devices to industrial equipment. The Kumamoto plant is part of its...

ICON stock was hit hard into this earnings print, dropping about 7% to around $165 even after a strong 90 day run. The market is reacting to pressure on profitability rather than a collapse in demand. The headline this quarter is margin squeeze, not top line shock. Adjusted EBITDA margin landed in the mid teens while gross margin stayed under pressure as higher pass through costs and mix effects worked through the model. At the same time analysts still see multi year earnings growth and the...

Former Goldman Sachs banker Asante Berko is on trial over an alleged bribery scheme linked to a Ghana power plant project. Prosecutors say the scheme bypassed Goldman Sachs Group compliance controls and involved laundering funds through U.S. financial institutions. Goldman Sachs Group itself is not accused of wrongdoing in the case. The Berko trial puts Goldman Sachs Group NYSE:GS under renewed scrutiny around its internal controls and culture, even though prosecutors have not charged the...

The market loved Procore Technologies today. The stock jumped 7.2% to US$53.79, a sharp move for a company that only a few quarters ago was still deep in the red. The emotional trigger is clear. This was the first quarter of GAAP operating profitability, powered by a non GAAP operating margin of 21.5% and free cash flow of US$65 million from a construction software platform that sits in a notoriously cyclical industry. The question for you is whether that margin story justifies the price...

The market liked what it saw from Stanley Black & Decker. The stock added 2.7% to close at US$95.55, extending a solid 90 day run. Yet the real story sits in the income statement. Q2 basic EPS of US$2.34 and net income of US$351.3m marked a sharp step up from recent quarters, turning sentiment from cautious to curious. For a mature tools manufacturer, that kind of earnings power is the headline. The question now is whether this is a one quarter surge helped by refunds and below the line...

In late July 2026, BlackLine released Verity Prepare, a multi-agent AI platform that automates and governs some of the most manual, audit-intensive steps in the financial close, including document analysis, transaction matching, and reconciliation assembly under full human oversight. A distinctive feature is Verity Prepare’s transparent reasoning and confidence scoring across a coordinated “digital workforce,” which aims to let finance teams scale AI in complex reconciliation workflows while...

Fortive stock slipped about 2% to around US$58 after earnings, even though the core story was about strength rather than weakness. The market focused on the red on the screen while the company posted solid execution with core revenue growth and a clear earnings beat. The headline from this quarter is profit power. Adjusted earnings per share reached US$0.74 and adjusted earnings before interest, tax, depreciation and amortization margin came in at 29.5%. Free cash flow of roughly US$270...

Flex stock jumped 8.6% to US$111.91 after earnings, a sharp reversal for investors who had seen the shares drift over the past month. The move came on the back of Q1 FY2027 results that put revenue at US$7.9b and basic earnings per share at about US$0.76, with adjusted EPS hitting a record US$1. The market cheered the headline print, but the real story for you sits on a longer clock. These numbers plug into a much bigger thesis. Flex is leaning into cloud and power infrastructure, where Q1...

Aon stock cooled off after the earnings release, slipping about 3% on the day, even though the headline story was margin strength rather than revenue disappointment. The company delivered 5% organic revenue growth in the quarter and expanded its adjusted operating margin to 28.9%. Adjusted earnings per share came in at US$3.81. For a capital light insurance broker that lives on fee income and operating leverage, that kind of margin progress is the real focal point, and the market reaction...