U.S. Mortgage REITs Stock News

Hilltop Holdings (HTH) just closed out FY 2025 with Q4 total revenue of US$322.1 million and basic EPS of US$0.69, backed by trailing 12 month revenue of US$1.27 billion and EPS of US$2.64. Over the past year, the company has seen revenue move from US$1.19 billion on a trailing basis at the end of 2024 to US$1.27 billion now, while net income over the same window shifted from US$113.2 million to US$165.6 million. This gives a clearer read on how earnings are tracking through the cycle. With...

Julong Holding (NasdaqCM:JLHL) has laid out its FY 2025 scorecard with first half revenue of C¥102.2 million and basic EPS of C¥0.58, set against trailing twelve month figures of C¥183.0 million in revenue and EPS of C¥0.99 that frame the latest stretch of performance. The company has seen revenue move from C¥173.7 million with EPS of C¥0.85 in the prior trailing period to the current C¥183.0 million and C¥0.99 respectively, while net profit margin over the last year sat at 10.8% compared...

If you are wondering whether Targa Resources is still reasonably priced after its strong run, this article will walk through what the current market price might be implying about the company. The stock last closed at US$223.89, with returns of 5.9% over 7 days, 20.8% over 30 days, 19.9% year to date, 11.6% over 1 year and a very large gain over 5 years that is close to 7x. Recent interest in Targa Resources has been supported by ongoing attention on US midstream energy companies and their...

In early February 2026, Johnson Controls International reported first-quarter 2026 results showing higher revenue of US$5,797 million and net income of US$524 million year over year, filed an omnibus shelf registration for multiple securities, and confirmed completion of a long-running share repurchase authorization. A series of new YORK chiller technologies and AI data center thermal management solutions, including Smart Ready connectivity and high-density, water-free cooling designs,...

Dividend affirmation puts Dynex Capital’s financing model in focus Dynex Capital (DX) has reaffirmed its monthly cash dividend at US$0.17 per share for February 2026, and the decision is sharpening attention on how reliant those payouts are on short term funding. See our latest analysis for Dynex Capital. Recent price moves have been quiet, with the 1 day share price return of 0.35% and 30 day share price return of 0.07% sitting alongside a stronger 12 month total shareholder return of...

Coupang (NYSE:CPNG) is facing multiple class action lawsuits tied to a major data breach. Regulators in South Korea have opened probes into the company’s handling of the incident. International investors have joined arbitration against the South Korean government, alleging discriminatory treatment of Coupang and other US firms after the breach. The combination of lawsuits, regulatory reviews, and investor arbitration represents a significant escalation in legal and policy risk around the...

Crocs, Inc. (NasdaqGS:CROX) reported better than expected fourth quarter and full year results, with double digit international sales growth and solid direct to consumer performance. The company outlined plans to keep expanding overseas, focus on new products and pursue cost savings across the business. Crocs also announced a share repurchase program targeting roughly 10% of outstanding shares and detailed efforts to stabilize and refresh the HeyDude brand. Management is working to...

Palantir Technologies (NasdaqGS:PLTR) received new authorization from the U.S. Defense Information Systems Agency for its Federal Cloud Service Forward, enabling use across a range of defense environments. The approval covers deployment in sensitive military settings, including on-premises systems and at the tactical edge. Separately, Palantir renewed its multi-year Skywise data platform agreement with Airbus, extending a long-running commercial partnership. These moves come at a time when...

In February 2026, First Merchants Corporation declared a cash dividend of $0.36 per common share, payable on March 20, 2026 to stockholders of record as of March 6, 2026. The concurrent appointment of veteran community banker Larry Myers to an expanded board underscores how First Merchants is tying governance to its recent First Savings acquisition and ongoing capital return plans. We’ll now examine how the new $0.36 dividend and Larry Myers’ board appointment shape First Merchants’ broader...

State Street (STT) is back in focus after launching a low cost, actively managed prime money market ETF and securing a major Charles River wealth platform mandate from Mariner, highlighting its role in cash management and advisor technology. See our latest analysis for State Street. These product and client wins come as State Street’s recent share price return has cooled, with a 30 day share price return of 5% and a 7 day share price return decline of 3.31%, even though its 90 day share price...

If you are wondering whether IAC is a bargain or a value trap at around US$34.31, starting with a clear look at what you are paying for today can help ground your view. The stock has been under pressure recently, with returns of a 3.8% decline over the past 7 days, a 13.4% decline over 30 days, a 12.1% decline year to date and an 11.4% decline over the past year, alongside a 20.6% decline over 3 years and a 76.1% decline over 5 years. These moves are playing out against a backdrop of ongoing...

Sensient Technologies (SXT) has just posted its FY 2025 third quarter numbers, with revenue of US$412.1 million, basic EPS of US$0.87, and net income of US$37.0 million, while the trailing twelve months show revenue of US$1.6 billion, EPS of US$3.30, and net income of US$139.1 million. The company has seen quarterly revenue move from US$376.4 million in Q4 2024 to US$412.1 million in Q3 2025, with basic EPS stepping from US$0.71 to US$0.87 over the same stretch. This places margins and...

If you are wondering whether Golar LNG is attractively priced today, this article walks through what the current share price might be implying about the company. The stock last closed at US$43.44, with returns of 2.8% over 7 days, 8.4% over 30 days, 14.5% year to date, 9.6% over 1 year, a very large gain over 3 years and 318.8% over 5 years. Recent headlines around Golar LNG have focused on its positioning in the liquefied natural gas value chain and how investors may be reassessing exposure...

InvenTrust Properties Corp. reported past fourth-quarter 2025 revenue of US$77.38 million and net income of US$2.66 million, alongside full-year revenue of US$299.17 million and net income of US$111.42 million, and the board approved a 5% increase to the annual cash dividend to US$1.00 per share starting with the April 2026 payment. These results cap a year in which InvenTrust reshaped its portfolio by selling five California assets, acquiring 10 Sun Belt properties worth over US$460...

In February 2026, Prologis’ board approved a 6% increase in the annualized common dividend to US$4.28 per share and declared a quarterly payout of US$1.07 per share, alongside a regular Series Q preferred dividend of US$1.0675 per share, both payable on March 31, 2026 to holders of record on March 17, 2026. At the same time, Prologis faces a jury verdict that assigns it partial responsibility in a large-scale environmental lawsuit while it also advances a new collaboration on micro data...

If you are wondering whether Bank of New York Mellon Corporation stock still offers value at current levels, this article will help you weigh what the market price might be implying about the business. BNY recently closed at US$117.74, with returns of a 5.3% decline over the last 7 days, a 5.5% decline over 30 days, a 0.6% gain year to date, 36.9% over 1 year, 148.5% over 3 years and 220.4% over 5 years. These figures may prompt you to reassess the balance between opportunity and...

If you are wondering whether CRISPR Therapeutics at around US$53.07 is priced fairly or giving you a margin of safety, you are asking the right question for a stock like this. The share price has moved around recently, with an 8.9% gain over the last 7 days, a 6.7% decline over 30 days, a 1.3% decline year to date, a 6.7% return over 1 year and a 64.4% decline over 5 years, which can change how investors view both its potential and its risks. Recent headlines around CRISPR Therapeutics have...

Apple Hospitality REIT (NYSE:APLE) announced that Kristian Gathright has resigned from its Board of Directors. Gathright’s departure comes after seven years of board service. The company indicated that her resignation was not due to any disagreement with the company. Apple Hospitality REIT focuses on owning a large portfolio of rooms-focused hotels, giving investors exposure to the US lodging sector through a single, diversified vehicle. Board-level moves like Gathright’s exit can matter...

Why Sonic Automotive’s next earnings report is drawing fresh attention Sonic Automotive (SAH) is back in focus after analysts recently trimmed their consensus earnings forecast ahead of the company’s February 18 quarterly report, following a mixed pattern of estimate surprises over the last four releases. See our latest analysis for Sonic Automotive. The share price has eased back to US$60.11, with a 1-day share price return of a 1% decline and a 30-day share price return of a 4.7% decline...

Axon Enterprise (NasdaqGS:AXON) redeemed its 0.5% convertible notes due 2027, simplifying its capital structure. The company supported the rollout of 160 body worn cameras across 42 fire stations in the UK. The twin developments touch both Axon’s balance sheet and its international product footprint. Axon Enterprise focuses on public safety technology, including conducted energy devices, body worn cameras and cloud based digital evidence platforms. For investors watching the sector, the...

What sparked the latest move in Vistra? Vistra (VST) has been in focus after multiple analyst upgrades coincided with the announcement of 20 year zero carbon nuclear power purchase agreements with Meta covering more than 2,600 MW of capacity. See our latest analysis for Vistra. Those Meta nuclear contracts and recent analyst upgrades have arrived just as momentum has picked up again, with a 1 day share price return of 5.14% and a 7 day share price return of 14.59%, while the 3 year total...

In February 2026, Hormel Foods Corporation appointed Will Bonifant as chief supply chain officer, tasking him with overseeing its global procurement, manufacturing, logistics, planning, engineering and supply chain innovation operations. The hire brings in deep supply chain expertise from The Hershey Company at a time when Hormel is working to address margin pressure, cost volatility and prior operational disruptions. We’ll now examine how bringing in a new chief supply chain officer to...

How Marriott International stock has been performing Marriott International (MAR) has drawn attention after a strong recent run in its share price, with the stock up 10.7% over the past month and 23.9% over the past 3 months. See our latest analysis for Marriott International. That recent momentum, including a 6.2% 7 day share price return and a 10.7% 30 day share price return, sits alongside a 26.0% 1 year total shareholder return and very strong 3 and 5 year total shareholder returns. This...

Jacobs Solutions (NYSE:J) has secured a four year extension to lead the U.K. National Security Science and Research program. The company has also recently won work with the U.S. Missile Defense Agency and new critical infrastructure projects in coastal protection and transportation. These contracts highlight Jacobs’ role in science, research, and digital consulting, including its collaboration with PA Consulting. For investors watching NYSE:J, these contract wins come with the stock...