U.S. Mortgage REITs Stock News

If you are wondering whether Driven Brands Holdings is attractively priced today, this article walks through what the current numbers may imply about the stock's value. The shares last closed at US$16.66, with recent returns of 9.5% over 7 days, 11.4% over 30 days, 14.9% year to date and 1.3% over the past year, set against a 41.5% decline over 3 years and a 49.3% decline over 5 years. Recent news around Driven Brands has focused on the business and its positioning within consumer services...

If you are wondering whether Halliburton's current share price really reflects its underlying worth, this article will walk through the key numbers that matter for valuation. Halliburton's stock last closed at US$33.84, with returns of 1.3% over 7 days, 9.8% over 30 days, 14.3% year to date, 36.8% over 1 year, 3 year returns of a 3.8% decline and 5 year returns of 90.6%. Recent trading interest has been shaped by ongoing sector wide attention on energy services and investor focus on how...

The U.S. Equal Employment Opportunity Commission is pursuing a federal investigation into NIKE (NYSE:NKE) over claims that its diversity, equity, and inclusion programs may have led to race discrimination against White employees and job applicants. The agency is seeking hiring, promotion, layoff, and career development records dating back to 2018 after Nike did not fully comply with earlier information requests. The EEOC has moved to enforce these requests through federal court, raising...

Curreen Capital has highlighted Frontdoor (NasdaqGS:FTDR) as a key holding in its latest investor letter. The firm pointed to Frontdoor's 2025 results and its use of free cash flow for organic growth, debt reduction, share repurchases, and targeted acquisitions. This update provides fresh insight into how Frontdoor is allocating capital across its business and balance sheet. Frontdoor runs a home services platform, which typically includes subscription style offerings for home repair and...

Paycom Software, Inc. announced that Jeff York has returned as chief sales officer, effective January 23, 2026, with former CSO Amy Walker moving into a consulting role. York’s prior success in building Paycom’s sales organization and recognition for sales excellence adds weight to the company’s emphasis on disciplined, margin-focused growth. We’ll now examine how York’s return to the sales helm could influence Paycom’s investment narrative, particularly around margin expansion and customer...

Performance Food Group (PFGC) has put fresh numbers on the table for Q2 2026, reporting revenue of about US$16.4b and basic EPS of US$0.40 alongside net income of US$61.7m. The company has seen quarterly revenue move from roughly US$15.6b in Q2 2025 to US$16.4b this quarter, with basic EPS over that stretch ranging from US$0.27 to US$0.85 and trailing twelve month EPS at US$2.22. This sets a clear earnings backdrop for today’s release. With trailing net margins still tight, the latest results...

EZCORP (EZPW) opened Q1 2026 with revenue of US$382.0 million and basic EPS of US$0.72, setting a clear marker against a trailing twelve month EPS of US$2.08 and total revenue of about US$1.3 billion. Over the past year, the company has seen quarterly revenue move from US$320.2 million in Q1 2025 to US$382.0 million in Q1 2026, while quarterly EPS shifted from US$0.57 to US$0.72, with trailing net income reaching US$122.9 million. Trailing net margins are now at 9.2% compared with 7.2% a year...

Lucky Strike Entertainment (LUCK) has just posted its Q2 2026 numbers, reporting revenue of US$306.9 million and a basic EPS loss of US$0.11, alongside a trailing twelve month basic EPS loss of US$0.68 on revenue of about US$1.2 billion. The company’s quarterly revenue has moved from US$260.2 million in Q1 2025 to US$300.1 million in Q2 2025 and US$306.9 million in Q2 2026. Over the same period, EPS has shifted from a profit of US$0.17 in Q2 2025 to a loss of US$0.11 in the latest quarter...

Rivian Automotive (RIVN) is back in focus as investors weigh its 2026 R2 launch alongside a proposed US$250 million securities class action settlement, raising fresh questions about risk, capital needs, and long term execution. See our latest analysis for Rivian Automotive. The share price has been under pressure recently, with a 30 day share price return of about 30% and a year to date share price return of about 29% decline, even though the 1 year total shareholder return is positive at...

Valuation snapshot and recent performance FirstCash Holdings (FCFS) has been drawing attention after its recent trading around $177.65, with investors weighing its pawn and retail POS financing model across the U.S. and Latin America against its current valuation metrics. See our latest analysis for FirstCash Holdings. That recent move to a share price of $177.65 comes on top of a 13.31% year to date share price return and a 60.74% total shareholder return over the past year, suggesting...

OFG Bancorp (OFG) has paired a 17% lift in its regular quarterly dividend to US$0.35 per share with Board approval of a new share repurchase program totaling up to US$200 million. See our latest analysis for OFG Bancorp. These capital actions come as OFG Bancorp trades at US$41.12, with a 7 day share price return of 3.47% but a 1 year total shareholder return decline of 3.74%, suggesting that near term momentum contrasts with a more muted longer term outcome. If this kind of capital return...

Tenable Holdings (TENB) just wrapped up FY 2025 with Q4 revenue of US$260.5 million and basic EPS of roughly US$0.01 loss, compared with Q4 FY 2024 revenue of US$235.7 million and basic EPS of about US$0.02. Over the last six quarters, revenue has moved from US$227.1 million in Q3 FY 2024 through US$252.4 million in Q3 FY 2025 to US$260.5 million in the latest quarter. Basic EPS has ranged between a loss of about US$0.19 in Q1 FY 2025 and a profit of about US$0.02 in Q3 FY 2025 before landing...

Modine Manufacturing (MOD) has posted a mixed Q3 2026 update, with revenue at US$805 million and a basic EPS loss of US$0.90, alongside trailing twelve month basic EPS of US$1.86 on revenue of US$2.9 billion. The company has seen quarterly revenue move from US$616.8 million and EPS of US$0.78 in Q3 2025 to US$805 million and a loss in Q3 2026. Over the same period, trailing twelve month revenue has ranged between US$2.5 billion and US$2.9 billion, with EPS between US$1.86 and US$3.57,...

Hercules Capital, Inc. recently announced a fixed-income offering of callable, fixed-rate unsubordinated unsecured notes, adding a new layer to its corporate funding mix. This move, coming as investors await the company’s February 12 earnings release and reassess its fundamentals, highlights management’s current financing priorities and balance-sheet approach. Against this backdrop, we’ll explore how the new fixed-rate unsecured notes shape Hercules Capital’s investment narrative and...

Wondering if Linde at around US$459.81 is still a fair deal or starting to look stretched, especially after such a long run in the market? The stock has posted returns of 1.1% over the last 7 days, 5.2% over the past month, 7.2% year to date and 1.2% over the last year, while the 3 year and 5 year returns stand at 43.8% and 94.7% respectively. These figures have kept Linde on many investors' watchlists as a large established player in industrial gases and related services. That ongoing...

Lam Research (LRCX) is back in focus after reporting quarterly results that came in ahead of Wall Street expectations, along with higher revenue and earnings guidance that the company links to strong AI driven chip equipment demand. See our latest analysis for Lam Research. Despite a recent 14.1% decline in the 7 day share price return and some volatility around leadership changes and the CEA Leti partnership news, Lam’s 90 day share price return of 33.9% and very large 1 year total...

In recent weeks, Bath & Body Works has rolled out a dermatologist-approved Daily Moisturizing Hand Soap, launched new rose-centered and luxury-inspired fine fragrances, and revived fan-favorite scents like Strawberry Pound Cake and Sweetheart Cherry across multiple product formats. This mix of seasonal product innovation, fragrance “dupes” positioned as affordable alternatives to high-end perfumes, and nostalgia-driven relaunches is helping the brand deepen customer engagement ahead of key...

Matrix Service (MTRX) has reported Q2 2026 revenue of US$210.5 million with a basic EPS loss of US$0.03, alongside trailing twelve month revenue of US$838.9 million and a trailing basic EPS loss of US$0.69. Over recent quarters, the company has seen revenue move from US$187.2 million in Q2 2025 to US$210.5 million in Q2 2026, while quarterly basic EPS losses shifted from US$0.20 a year ago to US$0.03 this quarter and the trailing twelve month net loss sat at US$19.3 million. As a result, the...

Market confidence in Academy Sports and Outdoors (ASO) has picked up after share buybacks, ongoing dividend growth, and interest around events such as the 2026 World Cup, even though revenue and same store sales data remain challenging. See our latest analysis for Academy Sports and Outdoors. At a share price of US$57.12, Academy Sports and Outdoors has seen short term swings, including a 4.05% 1 day share price decline and a 3.18% 7 day share price return. However, the 24.80% 90 day share...

In recent months, Sea Limited has highlighted strong momentum across Shopee, Garena, and its financial services arm, raising its full-year outlook while also planning higher investments and rolling out AI tools on the Shopee platform. At the same time, Shopee’s decision to lift commission rates in Brazil and Sea’s focus on profitable cross-selling point to a company using its competitive position to improve monetization rather than chasing growth at any cost. We’ll now examine how this...

ePlus (PLUS) has just reported Q3 2026 results with revenue of US$614.8 million and basic EPS of US$1.28, set against trailing twelve month revenue of about US$2.4 billion and EPS of US$5.27 that came alongside a 53.7% rise in earnings over the past year. The company has seen revenue move from US$498.1 million and EPS of US$0.96 in Q4 2025 to between roughly US$608.8 million and US$637.3 million, with EPS ranging from US$1.03 to US$1.45 across the first three quarters of 2026. With net margin...

Flagstar Bank, National Association reported full-year 2025 results showing net interest income of US$1.72 billion and a net loss of US$177 million, alongside a sharp reduction in quarterly net charge-offs. At the same time, the bank is reshaping its business mix by expanding high-touch Private Client services, including a new 20,900-square-foot Park Avenue office in New York City. Next, we’ll examine how improving credit costs and the New York private banking expansion influence...

QuantumScape (QS) is back in focus after inaugurating its Eagle Line in San Jose, a highly automated production setup built around its Cobra separator process to support sampling, testing, and future large scale manufacturing. See our latest analysis for QuantumScape. The Eagle Line launch comes after a sharp reset in sentiment, with QuantumScape’s 1 day share price return of 8.72% decline and 90 day share price return of 53.37% decline contrasting with a 1 year total shareholder return of...

Fluence Energy (FLNC) opened fiscal 2026 with Q1 revenue of US$475.2 million and a basic EPS loss of US$0.34, as the company continued to work through a period of uneven quarterly profitability. The business has seen revenue move from US$186.8 million in Q1 2025 to US$1.0 billion in Q4 2025 and US$475.2 million in Q1 2026, while basic EPS has swung between a loss of US$0.32 in Q1 2025, a profit of US$0.37 in Q4 2024, a profit of US$0.14 in Q4 2025, and the latest loss of US$0.34. This has...