U.S. Mortgage REITs Stock News

Recent optimism around Sterling Infrastructure (STRL) was sparked by fresh contract wins, an acquisition that expanded its site development and electrical capabilities, and coverage initiations that spotlight its role across US infrastructure projects. See our latest analysis for Sterling Infrastructure. At a share price of US$357.91, Sterling Infrastructure has had a 12.1% year to date share price return and a 151.3% total shareholder return over the last year. Despite a recent 5.6% daily...

Why the latest earnings matter for Byline Bancorp (BY) Byline Bancorp (BY) is back in focus after fourth quarter results topped analyst expectations, accompanied by a 20% dividend increase and a fresh share repurchase authorization, even as management discussed ongoing pressure on margins and operating income. See our latest analysis for Byline Bancorp. Those fourth quarter earnings, the 20% dividend increase and the new buyback authorization come after a strong run, with a 90 day share price...

Kroger (KR) is back on dividend watch after its board declared a quarterly payout of $0.35 per share, while an expanded Simple Truth Protein lineup keeps attention on the retailer’s private label strategy. See our latest analysis for Kroger. Those updates come as Kroger’s share price trades at $62.85, with recent short term weakness, including a 7 day share price return of 2.18% decline. This contrasts with a 5 year total shareholder return of 110.91%, suggesting longer term momentum has been...

Cipher Mining recently expanded its push into AI and high‑performance computing by acquiring the 200‑megawatt “Ulysses” site in Ohio and signing a 300‑megawatt capacity deal with Amazon Web Services, building on its roots as a bitcoin miner. Together, these moves shift Cipher’s footprint beyond Texas and deepen its role as an infrastructure provider for large‑scale cloud and AI workloads. Next, we’ll examine how Cipher’s deepening role in AI infrastructure through the Amazon Web Services...

In January 2026, Sovereign AI announced it had chosen Accenture and Palantir to help build and scale next-generation, sovereign-grade AI data centers across EMEA, while Accenture also gained recognition for its AI-driven construction analytics, pharmacovigilance platform, and banking technology partnerships. Together, these developments highlight how Accenture is embedding itself at critical points in AI infrastructure, life sciences compliance, and financial software ecosystems, potentially...

Charter Communications (CHTR) just closed out FY 2025 with Q4 revenue of US$13.6b and basic EPS of US$10.47, alongside trailing twelve month revenue of US$54.8b and TTM EPS of US$36.90. Over the last few quarters, revenue has moved in a tight band from US$13.9b in Q4 2024 to between US$13.6b and US$13.8b through 2025. Quarterly EPS ranged from about US$8.50 to US$10.47, giving investors a clear view of how earnings track against fairly steady top line numbers. With a TTM net income of...

In January 2026, Kinder Morgan reported fourth-quarter 2025 sales of US$4,508 million and net income of US$996 million, alongside a 2% year-over-year increase in its quarterly dividend to US$0.2925 per share. The company also highlighted a gas-focused project backlog exceeding US$10 billion, underlining how recently sanctioned projects are reshaping its long-term earnings mix. We’ll now examine how Kinder Morgan’s record quarterly performance and expanding gas project backlog influence the...

Event context and recent share performance Piper Sandler Companies (PIPR) has been on investors’ radar after recent share price moves, with the stock slipping about 0.3% in the latest session and 3.9% over the past week. See our latest analysis for Piper Sandler Companies. That recent 3.9% weekly share price decline comes after a steadier backdrop, with a 90 day share price return of 6.95% and a 1 year total shareholder return of 11.39%, so short term momentum looks softer than the longer run...

Plains All American Pipeline (PAA) is back in focus after agreeing to sell its Canadian natural gas liquids business for US$3.8b, buy the EPIC Crude Oil Pipeline for US$2.9b, and lift its quarterly distribution by 10%. See our latest analysis for Plains All American Pipeline. The recent asset sale, pipeline purchase and higher distribution come on top of a 30-day share price return of 5.66% and a 90-day share price return of 18.04%. The 5-year total shareholder return of 216.95% points to...

Nicolet Bankshares (NIC) is back in focus after reporting fourth quarter and full year 2025 results, showing higher net interest income and net income, alongside a fresh shareholder approval to increase authorized shares. See our latest analysis for Nicolet Bankshares. After these earnings and the shareholder approval to increase authorized shares, Nicolet Bankshares’ share price has climbed to US$145.98, with a 21.16% year to date share price return and a 31.47% total shareholder return over...

NetScout Systems (NTCT) is back in focus after unveiling new nGeniusONE capabilities that target Wi-Fi 7 observability and SSL/TLS certificate monitoring, raising fresh questions about how the stock reflects its role in digital resilience. See our latest analysis for NetScout Systems. The new nGeniusONE features land at a time when NetScout Systems’ share price is US$27.81, with a 30 day share price return of 3.58% and a 1 year total shareholder return of 16.65%. By comparison, the 3 and 5...

Four Corners Property Trust recently acquired a GreatWater 360 Auto Care property in Minnesota and a newly built McAlister's Deli in Michigan, each for US$2,300,000 under long-term net and triple net sale-leaseback structures. These smaller, service-oriented and restaurant assets reinforce FCPT’s pattern of adding diversified, long-duration leased properties that fit its established acquisition profile. With these new long-term, sale-leaseback additions, we’ll explore how the expanding net...

Recent data from the Nevada Gaming Control Board showing a 6.07% decline in December Las Vegas Strip gaming revenue has put Boyd Gaming (BYD) on investor watch, especially in light of its recently updated credit agreement. See our latest analysis for Boyd Gaming. Boyd Gaming’s share price has held at US$84.54 with a 90 day share price return of 6.41%, while its 1 year total shareholder return of 11.33% and 5 year total shareholder return of 66.06% suggest momentum has been building over...

Moderna (NasdaqGS:MRNA) announced a global collaboration and license agreement with Recordati to develop and commercialize its investigational mRNA therapy, mRNA-3927, for propionic acidemia. The company also shared a leadership change, with David Berman appointed as Chief Development Officer as Moderna focuses on new mRNA-based therapies. For you as an investor, this marks a clear move by Moderna to build out its rare disease pipeline alongside its existing mRNA vaccine work. The agreement...

In recent days, Strategy Inc. continued expanding its bitcoin treasury, adding 2,932 BTC for about US$264.10 million and lifting its holdings to roughly 712,647 BTC, while funding purchases through common and preferred stock offerings. At the same time, the company’s bitcoin-centric capital framework, with vehicles ranging from common shares to high-yield preferred stock, has intensified debate over leverage, dividend sustainability, and its role as a proxy for direct bitcoin...

Ocular Therapeutix (NasdaqGM:OCUL) announced that its Chief Financial Officer has taken a temporary medical leave. The company named an interim CFO to oversee finance and operations during the leave. Ocular Therapeutix also appointed an experienced industry executive as Global Chief Commercial Officer. The new commercial leader has a background in launching ophthalmic products at large pharmaceutical companies. For investors watching Ocular Therapeutix at a share price of $9.14, these...

DT Midstream announced that Chief Executive Officer David Slater has moved into the role of Executive Chairman and longtime operations leader Christopher Zona has been promoted to President while retaining his Chief Operating Officer responsibilities, both effective January 28, 2026. This shift places two executives with more than three decades each of energy-industry experience at the center of DT Midstream’s boardroom and day-to-day operations, potentially reinforcing continuity around the...

Analyst commentary around CMS Energy (CMS) has sharpened investor focus on the company’s regulatory backdrop and upcoming earnings report, linking expectations for allowed return on equity with its long-term capital and clean energy plans. See our latest analysis for CMS Energy. CMS Energy’s share price has been relatively steady at around $71.49, with a 1 month share price return of 1.52% and a 1 year total shareholder return of 11.63%. This suggests modest recent momentum alongside more...

Axon Enterprise (NasdaqGS:AXON) is accelerating its shift toward an AI-centered software platform for public safety. The company has agreed to acquire Prepared and Carbyne, two emergency communications technology firms. Axon recently introduced AI-enabled products such as Axon 911 and Draft One for law enforcement and emergency response workflows. Axon Enterprise is best known for its conducted energy devices and body cameras, but the company is increasingly focused on cloud software and...

Why Herbalife is on investors’ radar now Herbalife (HLF) has caught attention after a period of sharp share price moves, with the stock up about 34% over the past month and more than doubling in the past 3 months. See our latest analysis for Herbalife. Beyond the recent surge, Herbalife’s 1 year total shareholder return of about 216% contrasts with a 5 year total shareholder return of around a 68% decline. This suggests strong recent momentum after a difficult longer stretch. If Herbalife’s...

Why Hewlett Packard Enterprise (HPE) Is Back on Investors’ Radar Hewlett Packard Enterprise (HPE) has been drawing attention after recent share performance, with the stock around $21.52 and mixed returns across the past week, month, and past 3 months prompting fresh questions about its valuation. See our latest analysis for Hewlett Packard Enterprise. Recent trading has been choppy, with a 1-day share price return decline of 2.23%, a 30-day share price return decline of 10.96%, and a...

Republic Bancorp (NasdaqGS:RBCA.A) has appointed Brad Comer as its new Chief Investment Officer, following the retirement of Greg Williams after more than two decades in the role. The company also announced a 10% increase in its quarterly dividend, signaling management's confidence in its current financial position. These changes combine a leadership transition with an adjustment in capital returns to shareholders, making them key developments for existing and prospective...

Why Acadia Realty Trust Is Drawing Investor Attention Now Acadia Realty Trust (AKR) is back on the radar after a recent share price move, with the stock last closing at US$20.01 as investors reassess its long term retail property story. See our latest analysis for Acadia Realty Trust. The recent 1 day share price return of 1.16% at US$20.01 sits against a softer year to date share price return of a 3.05% decline. Total shareholder return over three and five years of 44.66% and 62.09%...

SiriusPoint Ltd. has announced it will redeem all 8 million of its 8.00% Series B Preference Shares on February 26, 2026, at US$25.00 per share plus US$0.49 in accrued dividends, after which the shares will be delisted and deregistered. This move, alongside the appointment of John Sakakeeny as Chief Underwriting Officer for North America P&C Insurance, signals a focus on capital structure simplification and underwriting discipline. We will now explore how the Series B preference share...