U.S. Mortgage REITs Stock News

Ocular Therapeutix recently highlighted its retinal pipeline at major ophthalmology meetings, where senior leaders discussed managing neovascular age-related macular degeneration and the role of tyrosine kinase inhibitors in treating diabetic retinal disease. Investors are closely watching these conference appearances for fresh colour on the phase 3 Axpaxli program, which sits at the centre of the company’s long-term growth plans. We’ll now explore how anticipated Axpaxli phase 3 updates...

Lotus Technology Inc. has reported its fourth-quarter and full-year 2025 results, with revenue falling to US$163.34 million for the quarter and US$519.10 million for the year, while net losses narrowed to US$85.77 million and US$464.22 million respectively compared with the prior year. Against this backdrop of shrinking sales but smaller losses, Lotus has also launched its new “For Me” hyper SUV in Beijing, showcasing its X-Hybrid Architecture and underscoring a push toward high-performance...

In recent months, Innovative Industrial Properties, a cannabis-focused REIT, has seen mixed but slightly higher 2026 earnings estimates while continuing to offer a very high dividend yield, even as cannabis operators face ongoing industry pressures. This combination of modestly improving earnings expectations and a substantial income payout has drawn fresh investor attention to the REIT’s resilience within a challenged sector. Next, we’ll examine how the modest upward shift in earnings...

Analyst scrutiny around Masco (MAS) has intensified after softer quarterly results, stagnating organic revenue growth, and a recent drop in return on invested capital, all of which appear tied to the stock’s recent moves. See our latest analysis for Masco. At a share price of US$62.97, Masco has seen a 6.5% 7 day share price return but a 9.5% 90 day share price decline, while the 3 year total shareholder return of 36.6% signals longer term holders have still seen gains. If Masco’s recent...

Microsoft (NasdaqGS:MSFT) is partnering with Yobi to offer predictive consumer intelligence tools through the Azure Marketplace. The company has joined as a founding board member of the Shared AI License Foundation (SAIL), a new initiative to create a shared patent framework for foundational AI models. Both moves expand Microsoft's role in commercial AI solutions for enterprises and in collaborative governance of AI intellectual property. For investors watching how large tech platforms...

Birkenstock Holding (BIRK) has put its European retail push back in focus with a new full price store in Bordeaux, its 30th such location in Europe and third in France. See our latest analysis for Birkenstock Holding. The new Bordeaux opening comes after a mixed year for Birkenstock investors. A 9.85% 7 day share price return and a 1.60% 30 day share price return sit against a 20.79% 1 year total shareholder return decline, suggesting short term momentum is building while longer term returns...

Driven Brands Holdings (DRVN) is under pressure after disclosing significant errors in its 2023 and 2024 financial statements and 2025 quarterly reports. This has triggered restatements, delayed filings, and multiple securities class action lawsuits. See our latest analysis for Driven Brands Holdings. The latest accounting disclosures and class action filings have kept Driven Brands in focus, with a 19.54% 1 month share price return contrasting with a 14.76% year to date share price decline...

Delek US Holdings has amended its asset-based revolving credit facility, increasing commitments to US$1.25 billion, extending the maturity to 2031, lowering borrowing costs, and adding more flexible covenants to support its capital-intensive energy operations. This refinancing meaningfully reshapes Delek’s liquidity profile and funding flexibility, which is central to how it can manage risk and pursue operational plans across its refining and logistics footprint. We’ll now examine how the...

In early 2026, Ouster issued first-quarter revenue guidance of US$45 million to US$48 million, ahead of analyst consensus and supported by contributions from its StereoLabs acquisition and a long stretch of consecutive product revenue increases. This combination of stronger-than-expected revenue guidance and growing software-attached bookings has intensified investor attention ahead of Ouster’s upcoming May earnings call. We’ll now examine how this stronger-than-expected first-quarter...

Mattel, Inc. recently announced that President and Chief Commercial Officer Steve Totzke will step down on May 1, 2026, with Sanjay Luthra, currently EVP and Managing Director of EMEA and Global Direct-to-Consumer, set to assume the Chief Commercial Officer role while Totzke stays on through year-end to support the transition. The leadership change comes as Mattel prepares to report its first quarter 2026 results and continues to emphasize e-commerce, direct-to-consumer, and omni-channel...

Martin Capital Partners’ full exit from Robert Half (RHI), involving roughly US$4.5 million of stock sales, has sharpened attention on the company as staffing headwinds and a cooling labor market weigh on sentiment. See our latest analysis for Robert Half. At a share price of US$23.59, Robert Half’s recent 1 day share price return of a 4.49% decline and 7 day share price return of a 6.72% decline contrast with a 30 day share price return of a 5.45% gain. Meanwhile, the 1 year total...

Why recent revenue pressure at Meritage Homes (MTH) matters Meritage Homes (MTH) is back in focus after recent commentary pointed to a 2.3% annual revenue decline over the past two years, as homebuyers delayed purchases and returns on capital compressed under tougher competition. See our latest analysis for Meritage Homes. Despite the revenue pressure, Meritage Homes' recent share price moves have been mixed. The 7-day share price return of 7.06% and the 30-day share price return of 5.50%...

In early April 2026, Old Dominion Freight Line gained investor attention after a series of analyst rating changes highlighted shifting views on its freight prospects and pricing resilience. Despite mixed opinions on its valuation and recent earnings pressures, the company’s ability to maintain firm LTL pricing while volumes weaken has become a key focus for investors. Next, we’ll examine how this renewed confidence in Old Dominion’s pricing power and freight recovery potential influences...

In early April 2026, Urban Outfitters benefited as easing inflation, lower oil prices, and reduced freight costs improved the outlook for retailers and supported margins and consumer demand. Alongside this macro tailwind, the company’s Nuuly rental platform is positioned within a growing fashion rental market that increasingly rewards technology-enabled, sustainable apparel options favored by younger shoppers. We’ll now examine how easing inflation and lower freight costs may influence Urban...

Quarterly results put Gulfport Energy (GPOR) in focus Gulfport Energy (GPOR) has drawn fresh attention after a 7.2% single day share price move, coinciding with quarterly results that report 10.4% annualized revenue growth over five years and 68.6% average gross margins. See our latest analysis for Gulfport Energy. Beyond the latest 7.2% move, Gulfport Energy's share price return shows building momentum, with a 14.9% 90 day gain and a 1 year total shareholder return of 21.3%, supported by the...

On March 30, 2026, BrightSpring Health Services confirmed the resignation of Robert Barnes, President of ResCare Community Living, following the closing of a transaction, with the company stating his departure was not due to disagreements over operations, policies, or practices. Soon after, BrightSpring’s investor day drew attention as management outlined long-term organic EBITDA growth ambitions and highlighted acceleration in Infusion and Home & Community services, AI-enabled efficiencies,...

UL Solutions recently highlighted strong momentum across its global platform for 2026, pointing to accelerating organic growth, expanding adjusted EBITDA margins, and continued investment in operational efficiency. The company also expanded its ULTRUS software platform with new AI-powered compliance and sustainability tools, underscoring an increased emphasis on technology-enabled services across its testing and certification ecosystem. We’ll now explore how UL Solutions’ AI-enhanced ULTRUS...

Recently, Las Vegas Sands released its latest ESG report, revealing that it has already exceeded its 2021–2025 goals for workforce development, community volunteerism and emissions reduction, including more than US$270,000,000 invested in employees and a 54% cut in scope 1 and 2 emissions from a 2018 base year. A contrasting development came as Jefferies downgraded Las Vegas Sands to Hold, citing pressure on profit margins from the company’s push into the premium mass segment in Macao. We’ll...

Tudor Investment Corp ET AL recently increased its stake in Stock Yards Bancorp, Inc. by a very large amount during the third quarter, signaling heightened institutional interest in the community-focused bank. This move highlights how a well-known hedge fund views Stock Yards Bancorp’s positioning amid broader banking sector challenges and evolving investor expectations. We will now examine how this very large Tudor Investment Corp ET AL stake increase shapes Stock Yards Bancorp’s investment...

Duke Energy (DUK) has drawn fresh attention after securing approval to build a new natural gas plant in Anderson County and advancing a large grid modernization program across its service territories. See our latest analysis for Duke Energy. Recent approval for the Anderson County gas plant and progress on grid upgrades come after a solid run for the stock, with a 12.92% 90 day share price return and a 58.96% five year total shareholder return. This suggests momentum has been building over...

In early May 2026, Watts Water Technologies reported its first-quarter results and held a follow-up conference call outlining its business outlook, with materials made accessible via the Investor Relations section of its website for a full year. Management highlighted Watts’ growing role in AI data center infrastructure and the recent acquisitions of Haws Corp., Superior Boiler, and Saudi Cast, which together broaden its commercial and industrial water systems footprint and support its...

WTW’s new data center solution as a potential driver of investor interest Willis Towers Watson (WTW) has rolled out its Digital Infrastructure Protector solution, targeting data center owners and operators with combined construction and operational coverage in partnership with Zurich for property, marine, and cargo risks. For you as an investor, this launch highlights how WTW is tailoring insurance and risk management to digital infrastructure clients. In this segment, data, uptime, and asset...

In the fourth quarter of fiscal 2025, Kohl’s reported earnings per share of US$1.07, beating expectations as gross margin improved despite lower total revenue and comparable store sales. Alongside this profitability uptick, Kohl’s issued cautious fiscal 2026 guidance and highlighted governance and executive pay changes following extensive shareholder feedback after a prior weak say-on-pay vote. We’ll now consider how better-than-expected earnings amid softer sales and cautious guidance could...

Steel Dynamics (STLD) is back in focus as investors prepare for the company’s first quarter 2026 earnings release on April 20, with expectations centered on earnings, steel pricing, and aluminum diversification. See our latest analysis for Steel Dynamics. The share price has been supported by strong momentum, with a 7 day share price return of 5.75%, a 30 day share price return of 11.71%, and a 1 year total shareholder return of 60.41%, suggesting rising optimism ahead of the earnings...