U.S. Mortgage REITs Stock News

Trump Media & Technology Group (DJT) is in the spotlight after Truth Social Funds submitted filings to launch two cryptocurrency ETFs tied to Cronos, Bitcoin, and Ethereum, with staking rewards and Crypto.com handling custody and liquidity. See our latest analysis for Trump Media & Technology Group. The ETF filings arrive after a sharp pullback, with a 1 month share price return of 28.55% decline and a 1 year total shareholder return of 64.92% loss. This suggests recent enthusiasm has cooled...

In February 2026, activist investor Impactive Capital escalated pressure on WEX Inc. by launching a proxy contest, nominating four directors and criticizing the company’s operating margins, governance, and long-term performance versus peer Corpay. This challenge comes after WEX completed a US$1.88 billion share repurchase program and reported higher quarterly earnings per share despite largely flat full-year net income, sharpening the focus on how capital has been deployed. We’ll now examine...

Why Canaan’s latest numbers matter for shareholders Canaan (NasdaqGM:CAN) just released fourth quarter and full year 2025 results, fresh earnings guidance for the first quarter of 2026, and January Bitcoin production data, giving investors several new reference points to assess the stock. For the fourth quarter ended December 31, 2025, Canaan reported revenue of US$196.27 million, compared with US$88.77 million a year earlier. The company recorded a net loss of US$85.04 million for the...

Why Empire State Realty Trust Stock Is Back on Investors’ Radar Empire State Realty Trust (ESRT) just paired fresh leasing wins with tenants like TJ Maxx, JP Morgan Chase Bank, Burlington Stores, and Nespresso with updated earnings guidance and recent quarterly results that have caught investor attention. See our latest analysis for Empire State Realty Trust. Even with fresh leases, updated guidance and the recent SoHo acquisition, Empire State Realty Trust’s share price tells a mixed story,...

Why Eaton’s New Credit Facility Matters After Strong Earnings Buzz Eaton (ETN) is back on investors’ radar after strong fourth quarter earnings, a healthy backlog, and firm order trends, followed by upbeat commentary from Jim Cramer and several Wall Street research desks. That backdrop makes Eaton’s new US$8b senior unsecured delayed draw term loan facility, agreed on February 6, 2026 and maturing on December 31, 2026, especially relevant for investors watching how the company funds its next...

RLJ Lodging Trust (RLJ) has fully refinanced its debt maturities through 2028 by extending its revolver, reshaping term loans, and refinancing 2026 secured debt to push the next maturity out to 2029. See our latest analysis for RLJ Lodging Trust. At a share price of $8.29, RLJ Lodging Trust has seen an 8.2% 1 month share price return and a 13.7% 3 month share price return, yet its 1 year total shareholder return of 7.9% decline shows that recent momentum is still working to offset a weaker...

General American Investors Company, Inc. has reported full-year 2025 results, posting revenue of US$24.31 million and net income of US$339.84 million, and earlier this month its board declared a US$0.371875 quarterly cash dividend on its 5.95% cumulative preferred stock, Series B, payable on March 24, 2026. Beyond the headline profit figures, the combination of substantial net income and continued preferred dividend payments highlights how the closed-end fund is currently balancing earnings...

In recent weeks, MSCI has combined an earnings beat and raised outlook with significant insider buying by CEO Henry A. Fernandez, alongside an upcoming CFO presentation at the UBS Financial Services Conference held earlier this month. These actions, together with ongoing share repurchases and renewed positive coverage from major banks, highlight strong internal and external confidence in the resilience of MSCI’s index, ESG, and analytics franchise. Against this backdrop of substantial...

Adobe is being sued over allegations that it used pirated books to train its AI models. The lawsuit emerges shortly after Adobe announced an AI collaboration with Cognizant focused on enterprise content workflows. The case raises questions about legal risk in AI training data and how this could intersect with Adobe’s commercial AI rollout. For investors watching NasdaqGS:ADBE, this legal challenge lands at a time when the stock trades at $260.45 and has seen a 21.9% decline year to date and...

Constellation Energy recently completed its US$26.60 billion acquisition of Calpine and, through Calpine, announced a new 380 MW power agreement with data center operator CyrusOne in Texas, alongside appointing Alan Armstrong to its Board and key committees earlier this year. These moves deepen Constellation’s role as a key power supplier to hyperscale data centers while expanding its nuclear and gas fleet oversight through added board expertise. Next, we’ll examine how the CyrusOne data...

Why Fox stock is on investors’ radar today Fox (FOXA) has drawn attention after a recent move in its share price, with the stock showing a 0.1% gain over the past day but a 10.9% decline over the past week. See our latest analysis for Fox. At a share price of $56.43, Fox’s recent 7 day and 30 day share price returns of 10.95% and 21.61% declines highlight fading short term momentum, despite 3 year and 5 year total shareholder returns of 62.38% and 76.50%. If Fox’s recent pullback has you...

Why Morningstar’s latest earnings are drawing attention Morningstar (MORN) recently reported fourth quarter and full year 2025 results, with sales and earnings per share higher than a year earlier and GAAP profit per share well above consensus expectations. Alongside the earnings release, management pointed to growth in revenue and operating income, while the company continued to invest in AI driven products and services across its research and data platforms. See our latest analysis for...

CareDx (CDNA) has been drawing attention after recent share performance that includes a return of about 22% over the past 3 months, in contrast with a roughly 21% decline over the past year. See our latest analysis for CareDx. The recent 21.7% 90 day share price return contrasts with a 20.6% decline in 1 year total shareholder return, suggesting short term momentum is improving while longer term holders are still under water at a share price of US$19.44. If this transplant diagnostics story...

Recent coverage highlights Monster Beverage’s stronger earnings and sales trajectory, with upbeat estimate revisions and technical indicators pointing to solid operating momentum in early 2026. Analysts and quantitative services now flag Monster as an industry leader on momentum screens, underpinned by expanding energy drink demand and a lower-than-peer price-to-earnings ratio that raises questions about how investors are valuing its growth profile. Next, we’ll examine how this improving...

Recent analyst calls around Globus Medical (GMED) have sharpened the market’s focus on the stock, following positive preliminary fourth quarter revenue, commentary on margin expansion, and fresh coverage tied to Nevro, international growth, and enabling technologies. See our latest analysis for Globus Medical. The recent upgrade and new coverage come after a period where short term share price momentum has cooled, with a 30 day share price return showing a 4.78% decline. In contrast, the 3...

For investors considering whether Cavco Industries at around US$585 per share is offering fair value or a potential mispricing, this article walks through what the current market price might be indicating about the stock. The share price is up 3.2% over the last week, but that comes after a 16.1% decline over the past month, leaving year to date returns around 1.1% lower and the 1 year return at 8.6%, with a very large 3 year gain and a 169.0% return over 5 years. Recently, investors have...

Charles River Laboratories International (NYSE:CRL) has appointed Glenn G. Coleman as Chief Financial Officer. The company has also named Kerry Dailey as Chief Legal Officer, expanding its senior leadership bench. These leadership changes are aimed at reinforcing financial oversight, legal governance, and corporate compliance. Charles River Laboratories operates as a key partner for pharmaceutical and biotech companies, supporting drug discovery, preclinical research, and related services...

If you are wondering whether Halliburton’s current share price reflects its real worth, this article walks through the numbers so you can judge the value story for yourself. With the stock last closing at US$33.71 and returns of 3.5% over 30 days, 13.9% year to date, 29.9% over 1 year, a 0.9% decline over 3 years, and 76.2% over 5 years, many investors are reassessing what they are willing to pay for the business. Recent coverage has focused on Halliburton’s role as a major oilfield services...

Why Southwest Airlines stock is drawing fresh attention Southwest Airlines (LUV) is back on many investors’ screens after a recent share price move, inviting a closer look at how its current valuation lines up with its fundamentals and recent returns. See our latest analysis for Southwest Airlines. The recent 6.16% 1 day share price return and 25.83% 30 day share price return have come on top of a 69.99% 90 day share price return. At the same time, the 1 year total shareholder return of...

The Brink’s Company has appointed Adrian Button as executive vice president and president of Brink’s North America, effective February 16, 2026, adding him to the executive leadership team reporting to CEO Mark Eubanks. With more than 30 years of global operational leadership at GE, NCR, and Carrier overseeing multibillion-dollar businesses and large-scale supply chains, Button’s background directly aligns with Brink’s focus on operational efficiency and service quality in North...

Polaris (PII) has been back in the spotlight after unveiling its 2027 snowmobile lineup and new enclosed cab RANGER models, drawing fresh attention to how product breadth might influence the stock. See our latest analysis for Polaris. Despite the fresh product news, Polaris shares trade at US$65.99, with a 90 day share price return of 6.13% but a 5.66% decline over 30 days, while the 1 year total shareholder return stands at 50.65%, pointing to strong longer term momentum after a tougher...

Government investment puts MP Materials (MP) in the national security spotlight The recent move by the U.S. government to take a direct equity stake in MP Materials (MP), including US$400 million in preferred stock and warrants, has pushed the company firmly into the national security conversation. See our latest analysis for MP Materials. After a sharp 17.4% 30 day share price decline and a 10.4% 90 day share price retreat to about US$56.95, MP Materials still carries a very large 1 year...

e.l.f. Beauty (NYSE:ELF) has appointed Matthew Farrell to its Board of Directors. Farrell brings CEO and CFO experience, along with board roles at several large consumer and industrial companies. The appointment comes as e.l.f. Beauty integrates the rhode acquisition and builds out a multi brand beauty portfolio. For investors tracking NYSE:ELF, this board appointment adds a new layer of experience around finance, operations, and oversight at a time when the company is repositioning itself...

News Corp, ticker NasdaqGS:NWSA, has reaffirmed its major $1b share buyback program. The board highlighted the continuation of this repurchase plan as part of its capital return approach. The announcement comes alongside solid revenue contributions from the Dow Jones and Digital Real Estate segments. For shareholders, the reaffirmed $1b buyback sits against a mixed share price record. The stock trades at $23.19, with a 3 year return of 34.6% and a 1 year decline of 23.4%. Over 5 years,...