U.S. Mortgage REITs Stock News

In late August 2025, Fortrea Holdings Inc. filed two shelf registrations for ESOP-related common stock offerings totaling US$110.98 million, planning to offer 11.5 million new shares. These filings point to a meaningful expansion of employee stock ownership, a move that can alter the company's capital structure and employee retention strategy. We'll examine how Fortrea's decision to issue new shares for ESOP purposes may impact its investment outlook and future earnings potential. AI is...

Costco Wholesale (COST) just delivered a bit of reassuring news, announcing an 8.7% jump in net sales for August and similarly steady increases for both its fourth quarter and the full fiscal year. For investors keeping an eye on consumer trends and the resilience of big-box retailers, this latest sales update stands out. While concerns about shifting market sentiment have lingered lately, Costco’s report is a reminder of its ability to attract shoppers and drive meaningful growth, even in...

If you are following GitLab (GTLB), this past week probably had you double-checking your portfolio. The company delivered impressive second-quarter results, with revenue jumping 29% year-over-year and earnings comfortably ahead of estimates. However, within hours of announcing these numbers, GitLab revealed that CFO Brian Robins is stepping down. This move, combined with their cautious revenue outlook for the next quarter, sent the stock down sharply and rattled investor confidence. It is an...

Something is brewing with Pitney Bowes (PBI), and investors are starting to take notice. The latest catalyst is a fresh wave of analyst commentary pointing to an increase in consensus earnings estimates for fiscal 2025, along with favorable style scores and momentum signals. This adjustment in the outlook has made investors rethink what is possible for the company, especially as improved earnings expectations often catch the attention of those watching for shifts in sentiment. Looking at the...

American Financial Group (AFG) has just released its Q2 2025 earnings, and the results are giving investors plenty to chew on. The company’s strong underwriting margins and higher net investment income signal resilience, but a dip in core net operating earnings and weakness in alternative investments raise fresh concerns about what lies ahead. Adding to the swirl, director Amy Y Murray’s recent decision to sell shares is likely on investors’ radars. Analyst commentary also points to...

Life Time Group Holdings (LTH) is making headlines after announcing the completion of its 55th Work Lounge and plans to introduce more than 30 additional lounges in the coming year. By transforming existing club space into flexible work areas, the company is betting big on blending productivity with wellness, a move aimed squarely at boosting member engagement and retention. Investors have taken notice, and it is easy to see why, as this expansion goes beyond fitness, tapping into the remote...

If you have been watching Gap (GAP) lately, you will know the retailer just made waves with its announcement to enter the beauty and personal care market. Moving beyond jeans and tees, Gap is making a calculated bet on high-margin beauty offerings, with a pilot phase launching this fall at 150 Old Navy locations. By exploring partnerships with household names and adding shop-in-shops staffed by dedicated beauty associates, Gap is signaling that it is serious about reinvigorating its business...

If you have been watching Ramaco Resources (METC) lately, the news that the company has tapped Hatch Ltd. to lead the next phase of its Brook Mine project is hard to ignore. This is more than just another incremental step, as the Brook Mine is positioned to become the first new rare earth mine in the U.S. since 1952. Ramaco’s decision to bring in Hatch, known for its work in developing complex mining projects, signals real momentum in advancing one of the country’s most strategically...

Biogen (BIIB) has been making headlines after securing FDA approval for a new subcutaneous version of Leqembi, its Alzheimer’s treatment developed with Eisai. Unlike its previous formulations, this new option can be administered at home, potentially making ongoing care easier for patients and caregivers. In addition, Biogen’s late-stage clinical results with zorevunersen, developed in partnership with Stoke Therapeutics, point toward a real possibility of the first disease-modifying therapy...

Chipotle Mexican Grill (CMG) may not have grabbed headlines with a single event this week, but the recent share price action is prompting plenty of investors to reassess their next move. Whether you already hold CMG or are just watching from the sidelines, the latest performance might have you wondering if something is brewing beneath the surface, or if a quieter spell just means opportunity is knocking. Over the past year, Chipotle’s stock has given up 24% of its value, despite healthy...

Earlier in 2025, CareTrust REIT completed a major expansion by acquiring Care REIT in the UK, fueling a US$1.1 billion wave of new investments focused on senior housing and skilled nursing properties. The acquisition not only broadened CareTrust’s geographic reach, but also set the stage for management’s projection of strong normalized funds from operations growth for 2025 amid increasing demand for senior care. We will now examine how CareTrust’s entry into the UK senior care market may...

Yum China Holdings announced a US$270 million share repurchase plan for 2025 as part of a broader US$1.5 billion capital return strategy, signaling confidence in its business outlook and commitment to shareholder returns. This move follows an interim report showing strong first-half 2025 financial performance and upward revisions to analyst earnings estimates, highlighting both financial strength and positive momentum. We'll explore how the new share repurchase initiative may influence Yum...

Pathward Financial (CASH) just received another non-compliance notice from Nasdaq after missing the deadline to file its latest quarterly report. If you follow the company, this may have caught your attention, especially since it marks the second straight quarter Pathward has lagged behind on its required filings. Alongside the late reports, Pathward is restating several past quarters to address issues with how it recorded certain loans and third-party relationships in its Consumer Solutions...

Nebius Group recently increased its revenue guidance, forecasting an annualized run rate of US$900 million to US$1.1 billion by the end of 2025, while planning to quadruple global data center capacity and raising US$1 billion in convertible notes to fund its expansion. A key insight is Nebius Group's aggressive infrastructure investment signals confidence in sustained AI-driven demand and requires significant financial and operational execution to deliver on these ambitious growth...

KKR (KKR) just made a bold move that is catching the eye of many investors: the company has brought on Adam Selipsky, former CEO of Amazon Web Services, as its leading technology advisor. This hire is more than a high-profile résumé addition; it is a clear signal that KKR aims to be at the forefront of investing in global AI infrastructure. Selipsky’s know-how in building and scaling digital infrastructure puts KKR in a strong position to take advantage of the surging need for compute, data...

East West Bancorp (EWBC) has caught investors’ attention following its latest investor update, where the bank showcased strong financial results for the second quarter of 2025. Growth was propelled by both commercial and residential mortgage loans, and the company emphasized a 2% rise in average loans and deposits from the prior quarter. This consistent execution on its core strategies, especially around diversification and deposit management, has kept East West Bancorp at the forefront of...

Expro Group Holdings (NYSE:XPRO) just made headlines by setting a new world record for the heaviest casing string ever deployed offshore. By leveraging its advanced Blackhawk Gen III Wireless Top Drive Cement Head with SKYHOOK technology in a challenging Gulf of America project for a super major, Expro’s team pulled off a feat that even industry veterans are calling a milestone. This kind of technical edge, especially in demanding offshore environments, puts Expro’s name front and center for...

If you have been watching Truist Financial (TFC) lately, you are not alone. There has not been a clear event driving headlines, but recent stock performance may be causing investors to wonder if something is shifting beneath the surface. Even without a single, obvious catalyst, a movement like this sparks curiosity. Does it hint at fresh opportunities or just day-to-day noise? Looking at the bigger picture, Truist Financial’s share price has posted a gain of roughly 14% over the year, while...

On September 2, 2025, Stewart Information Services Corporation announced a dividend increase, raising its annual cash dividend from US$2.00 to US$2.10 per share, with the updated quarterly payment beginning September 30, 2025, for shareholders of record as of September 16, 2025. This increase not only augments shareholder returns but also sends a signal of management's confidence in the company's financial outlook and earnings capacity. We'll explore what the recent dividend increase...

Realty Income (O) has popped up on watchlists again, and for investors keeping an eye on steady income stocks, that move alone raises questions. There hasn’t been a headline event or dramatic announcement to spur the shift, but subtle changes in sentiment can sometimes set the stage for something bigger. Whether you're a longtime holder or just considering adding Realty Income to your portfolio, it's a moment that invites a closer look at valuation rather than just following the crowd. Over...

AbCellera Biologics (NasdaqGS:ABCL) just took a key step forward by starting dosing in its Phase 1 clinical trial of ABCL575, a new antibody therapy for moderate-to-severe atopic dermatitis and potentially other autoimmune conditions. What sets ABCL575 apart is its engineering for a dosing schedule of just once every six months, a big shift from the more frequent regimens in today’s clinical landscape. This pipeline milestone shines a spotlight on AbCellera’s ambitions in finding...

Leggett & Platt's recent string of announcements has given investors something to consider. After finalizing the sale of its aerospace unit, which is expected to bring in $250 million in after-tax proceeds, the company also raised its full-year earnings guidance and projected a higher range for EPS than previously targeted. For anyone tracking this manufacturer, these moves signal a shift in business focus and an effort to sharpen profitability, both of which could impact how the stock is...

If you are eyeing New Fortress Energy (NFE) after its latest earnings drop, you are definitely not alone. The company just reported a much larger second-quarter net loss compared to last year, with results pressured by impairment charges and a substantial revenue decline after selling its Jamaican business. Management has responded by channeling the proceeds toward reducing debt and is openly evaluating further asset sales or capital-raising moves. This signals that liquidity and operational...

Have you been watching Marsh & McLennan Companies (MMC) lately? Investors might be scratching their heads over the stock’s movement, as the company has drifted quietly over the last month after a stretch of mixed results. With annual revenue and net income both growing in the single digits, but shares still down by double digits over the past year, it is no surprise that some are wondering if the market is missing something or seeing something others are not. The lack of an obvious event...