U.S. Mortgage REITs Stock News

NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Berkshire Hathaway Reshapes Portfolio As Insurance Scale And Succession Come Into Focus

Berkshire Hathaway (NYSE:BRK.B) has surpassed Allianz SE to become the world's largest insurance company. The company is reportedly considering selling its stake in Kraft Heinz. There is speculation around a possible merger of Berkshire's railroad business with CSX. Warren Buffett is set to step down as CEO at the end of 2025, formalizing a long awaited leadership transition. Berkshire Hathaway's shares recently closed at $487.29, with the stock up 58.0% over the past 3 years and 105.2%...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Is DNOW (DNOW) Pricing Reflect Recent Share Gains And DCF Upside Potential

If you are wondering whether DNOW is attractively priced right now, the key is to look closely at what the current share price might already be factoring in. DNOW shares recently closed at US$15.56, with returns of 8.0% over the last 7 days, 16.5% over the last 30 days, 16.5% year to date and 4.4% over the last year, while the 5 year return sits at 56.2%. These recent moves have put DNOW back on the radar for investors who watch price momentum and longer term performance together. The...
NasdaqGS:CVBF
NasdaqGS:CVBFBanks

How Earnings Gains and a 3% Buyback At CVB Financial (CVBF) Have Changed Its Investment Story

CVB Financial Corp. previously reported fourth-quarter 2025 net interest income of US$122.66 million and net income of US$55.04 million, with full-year 2025 figures rising to US$460.29 million and US$209.30 million, respectively. Alongside this earnings growth, the company completed a share repurchase of 4,321,777 shares for US$80.40 million, reducing its share count by just over 3% and signaling management’s confidence in the business. Next, we’ll examine how CVB Financial’s earnings...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity (RVTY) One Off US$92.7m Loss Challenges Bullish Earnings Narratives

Revvity (RVTY) closed out FY 2025 with Q4 revenue of US$772.1 million and basic EPS of US$0.85, compared with Q4 FY 2024 revenue of US$729.4 million and EPS of US$0.73. Trailing 12 month figures show revenue of US$2.9 billion and EPS of US$2.06. Over the past year, quarterly revenue has moved from US$664.8 million in Q1 2025 to US$772.1 million in Q4 2025, while EPS has ranged between US$0.35 and US$0.85. With margins under pressure in the trailing period and expectations anchored to higher...
NYSE:SHW
NYSE:SHWChemicals

Sherwin-Williams’ Record Sales, Buybacks and Expansion Plans Might Change The Case For Investing In SHW

The Sherwin-Williams Company recently reported record 2025 consolidated net sales of US$23.57 billion, slightly lower net income of US$2.57 billion, confirmed 2026 guidance for low to mid-single digit sales growth with diluted EPS of US$10.70 to US$11.10, and continued substantial share repurchases under its long-running buyback program. Management also signaled ongoing expansion plans by targeting 80 to 100 new stores in 2026, actively evaluating acquisitions like the Suvinil deal that...
NYSE:ZGN
NYSE:ZGNLuxury

Is Ermenegildo Zegna (ZGN) Pricing Reflecting Its Listed Luxury Group Growth Story?

If you are wondering whether Ermenegildo Zegna shares offer good value at today’s price, you are not alone. This article is designed to walk you through what the market might be pricing in. The stock last closed at US$9.00, with recent returns showing a 6.2% decline over 7 days, a 13.7% decline over 30 days and year to date, and a 3.4% gain over 1 year. This gives a mixed picture of how sentiment and perceived risk have shifted over different time frames. Recent news coverage has focused on...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

A Look At Power Solutions International (PSIX) Valuation After Q3 Margin Pressure And Insider Selling

What sparked the latest move in Power Solutions International (PSIX)? Power Solutions International (PSIX) recently came under pressure after its Q3 earnings highlighted margin strain and slowing revenue, while significant insider selling by the CEO and a founder added to investor concerns about near term execution. See our latest analysis for Power Solutions International. Despite the recent earnings related pullback and insider selling, the current share price of $72.05 sits against a 30...
NYSE:AMT
NYSE:AMTSpecialized REITs

Does DISH Default And Finance Leadership Shift Change The Bull Case For American Tower (AMT)?

American Tower recently disclosed that DISH Wireless defaulted on payment obligations under a key tower collocation agreement and that the company has sought a declaratory judgment, while also announcing the upcoming appointment of Paul Blanchett as Senior Vice President and Chief Accounting Officer, effective April 27, 2026. Beyond the legal and contractual uncertainty around a major tenant, the leadership transition in the accounting function highlights how American Tower is reinforcing...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

The Bull Case For Mondelez International (MDLZ) Could Change Following CFO Zaramella’s Expanded COO Role

Mondelez International recently appointed long-time Chief Financial Officer Luca Zaramella as Chief Operating Officer, expanding his remit to oversee commercial operations across four regions, as well as global sales, marketing, and supply chain functions while the company searches for a new CFO. This consolidation of financial and operational leadership under a single executive signals a meaningful shift in how Mondelez organizes decision-making and execution at the top level. We’ll now...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Scientific (TMO) Is Down 7.2% After Stronger‑Than‑Expected 2025 Earnings Beat Expectations - What's Changed

In late January 2026, Thermo Fisher Scientific reported fourth-quarter 2025 results showing sales of US$12.22 billion and net income of US$1.96 billion, with both basic and diluted EPS from continuing operations increasing versus the prior year. For 2025, the company delivered higher full-year sales of US$44.56 billion and net income of US$6.70 billion, supported by new product launches, acquisitions and strong pharma, biotech and diagnostics demand that reinforced confidence in its...
NYSE:DOC
NYSE:DOCHealth Care REITs

How Stronger Profitability and New 2026 EPS Guidance Will Impact Healthpeak Properties (DOC) Investors

Healthpeak Properties has reported its fourth-quarter and full-year 2025 results, showing higher quarterly sales and revenue than a year earlier, a sharp rise in quarterly net income, and new 2026 diluted EPS guidance of US$0.34 to US$0.38 per share. An interesting development for investors is the hiring of former Palantir executive Omkar Joshi as Head of Enterprise Innovation to drive technology, automation and data initiatives across Healthpeak's real estate platform. Next, we will examine...
NasdaqGM:WINA
NasdaqGM:WINASpecialty Retail

Should Winmark’s (WINA) S&P Index Additions and Dividend Hike Require Action From Investors?

Winmark Corporation announced that its Board of Directors approved a quarterly cash dividend of US$0.96 per share, payable on March 2, 2026 to shareholders of record as of February 11, 2026, while also being added in January 2026 to the S&P 600, S&P 1000, S&P Composite 1500 and the S&P 600 Consumer Discretionary index. The combination of new S&P index inclusions and a continued quarterly dividend program highlights Winmark’s growing presence among institutional investors and income-focused...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Is Clearway Energy (CWEN.A) Pricing Look Interesting After 45.8% One Year Share Gain?

If you are wondering whether Clearway Energy's current share price offers good value, this article walks through what the numbers are saying about the stock today. Over the last year, Clearway Energy's share price is up 45.8%, with a 4.0% return over the past month and a 1.1% decline over the last week. These moves may have changed how the market views its risk and opportunity. Recently, investors have been reacting to broader clean energy sentiment and company specific updates on its...
NYSE:WAL
NYSE:WALBanks

Western Alliance Bancorporation (WAL) Valuation Check After Recent Share Price Momentum And Undervaluation Signals

Western Alliance Bancorporation: Context for Recent Stock Performance Western Alliance Bancorporation (WAL) has drawn fresh attention after its recent trading performance, with the stock reflecting a mix of short term and longer term returns that some investors may be reassessing. Over the past month, Western Alliance Bancorporation has shown a 4.89% return, with a 15.75% return in the past 3 months and an 8.26% total return over the past year. These figures place the recent moves in a...
NYSE:DHR
NYSE:DHRLife Sciences

Assessing Danaher (DHR) Valuation After 2025 Sales Growth But Weaker Earnings

Danaher (DHR) has released its full year 2025 results, reporting sales of US$24.6b compared to US$23.9b a year earlier, while net income and earnings per share were lower than the prior year. See our latest analysis for Danaher. The full-year update, with sales of US$24.6b alongside lower net income and earnings per share, comes after a mixed price picture. The share price showed a 2.07% 1-day return but has declined 3.03% year to date. Over a longer horizon, total shareholder return has been...
NasdaqGS:LIN
NasdaqGS:LINChemicals

How Earnings Timing and Leadership Shift Shape Linde’s (LIN) Long-Term Strategy and Order Book Use

Linde has recently confirmed it will release its fourth-quarter 2025 earnings on Feb. 5 before the U.S. market opens and is implementing leadership changes, with CEO Sanjiv Lamba becoming chairman as Stephen F. Angel retires from the board. Against this backdrop, investors are weighing Linde’s record-high US$10.00 billion order book and strong operating margins against a cautious outlook for European industrial demand. We’ll now examine how the upcoming earnings release and leadership...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

Is It Time To Reconsider ACADIA Pharmaceuticals (ACAD) After Strong One Year Share Price Gain?

If you are trying to figure out whether ACADIA Pharmaceuticals is priced attractively right now, you are in the right place. The stock recently closed at US$26.13, with returns of 41.2% over 1 year, 31.6% over 3 years and a 49.0% decline over 5 years. Shorter term moves of 2.7% over 7 days and 0.6% over 30 days show a quieter near term picture. Recent news around ACADIA has focused on its position within the pharmaceuticals and biotech space and investor interest in how its product pipeline...
NYSE:NE
NYSE:NEEnergy Services

Is Noble (NE) Pricing Reflect Its DCF Upside After Recent Share Price Strength

If you are wondering whether Noble at around US$36.00 is giving you fair value or a potential discount, you are in the right place. This article focuses squarely on what the current price might mean for you. Over shorter periods the stock has been active, with a 2.3% return over the last 7 days, 24.1% over the last 30 days, and 23.2% over the past year, which can influence how investors think about both opportunity and risk. Recent coverage of Noble has focused on its position in the energy...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina’s AI Infrastructure Growth Meets Valuation Questions For Investors

Sanmina (NasdaqGS:SANM) reports strong top line growth in its latest quarter, supported by demand for next generation AI infrastructure and network systems. Revenue is supported by communications networks and cloud infrastructure, with initial shipments of next generation AI products contributing to performance. Management highlights ZT Systems as a key upcoming growth driver, alongside additional momentum in industrial and medical markets. Sanmina, an electronics manufacturing services and...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Ameren (AEE) Valuation Check As Mixed Returns Contrast With Long Term Growth Story

Ameren at a glance Ameren (AEE) has attracted investor attention after recent trading left the shares around $102.40. Returns over the past year, past 3 months, and past month present a mixed picture for utility sector exposure. See our latest analysis for Ameren. Recent trading has been a bit soft, with a 1-day share price return of a 0.85% decline and a 7-day share price return of a 0.82% decline. Longer term total shareholder returns of 9.78% over one year and 63.35% over five years...
NasdaqGS:VLY
NasdaqGS:VLYBanks

A Look At Valley National Bancorp (VLY) Valuation After Record Earnings And Positive Outlook

Valley National Bancorp (VLY) has drawn fresh attention after reporting record fourth quarter and full year 2025 results, with earnings and revenue ahead of analyst expectations and solid growth in loans and deposits. See our latest analysis for Valley National Bancorp. The latest results have come alongside a steady upswing in the share price, with a 90 day share price return of 17.5% and a 1 year total shareholder return of 31.33%. This suggests improving sentiment around Valley National...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty Buys Rhode As Skincare Growth Offsets Global Softness

e.l.f. Beauty (NYSE:ELF) has agreed to acquire the Rhode skincare brand, adding a recognizable name in skincare to its portfolio. The deal comes as the company reports solid results in its home market alongside ongoing softness in some international channels. Rhode is expected to broaden e.l.f. Beauty's reach in skincare and reshape how its overall brand mix is perceived by consumers and investors. For investors watching NYSE:ELF, the Rhode acquisition lands at a time when the stock trades...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

FDA and CE Clearance of Allia Moveo Might Change The Case For Investing In GE HealthCare (GEHC)

In late January 2026, GE HealthCare announced that its Allia Moveo interventional imaging system received U.S. FDA 510(k) clearance and CE Marking, enabling broader clinical use across cardiovascular, vascular, non-vascular, and surgical procedures. The cable-free, AI-enabled Allia Moveo platform is designed to tackle space, workflow, and noise constraints in interventional suites, reflecting GE HealthCare’s focus on integrating advanced imaging with practical, clinician-informed...
NYSE:PB
NYSE:PBBanks

Prosperity Bancshares Merger Expands Texas Reach But Raises Execution Questions

Prosperity Bancshares (NYSE:PB) has completed its merger with Southwest Bancshares and its subsidiary, Texas Partners Bank. The combination expands Prosperity Bancshares' regional presence across Texas and Oklahoma. Leadership from Texas Partners Bank is joining the combined organization in key roles. The company is planning integration of operations and a rebranding timeline for Texas Partners Bank. Prosperity Bancshares focuses on community and regional banking services, with a footprint...