U.S. Mortgage REITs Stock News

The St. Joe Company recently reported past second-quarter 2026 results, with revenue of US$158.83 million and net income of US$40.47 million, and its board declared a US$0.16 per-share cash dividend payable in September 2026. Together with ongoing share repurchases that have retired a very large portion of its stock since 1998, these results underline management’s continued focus on shareholder returns. We’ll now examine how this combination of earnings growth and a reaffirmed cash dividend...

Deere (DE) is back in focus after a disagreement with the United Auto Workers over extending their collective bargaining agreement beyond its fall 2027 expiry, raising fresh questions about costs and operational visibility. See our latest analysis for Deere. Over the past year, Deere’s share price has moved sharply at times, and the recent disagreement with the UAW appears to be weighing on sentiment. The 7 day share price return is down 5.65% and the 1 month share price return is down 5.57%...

Arcus Biosciences (RCUS) drew fresh investor attention after announcing a clinical collaboration with Summit Therapeutics to test casdatifan plus ivonescimab in metastatic clear cell renal cell carcinoma within its ARC-20 platform. See our latest analysis for Arcus Biosciences. Arcus Biosciences shares trade at US$28.19, with the stock delivering a 21.04% year to date share price return and a very large 207.75% total shareholder return over the past year, suggesting recent news and clinical...

Capitol Federal Financial, Inc. recently reported third-quarter 2026 results, including US$53.48 million in net interest income, US$23.57 million in net income, minimal net charge-offs of US$148,000, completion of a 9,976,478-share buyback totaling US$72.84 million, and reaffirmed a US$0.085 quarterly dividend per share. Together, higher net interest income, growing net income and the completed share repurchase program underscore management’s clear emphasis on capital return and operating...

MetroCity Bankshares earnings trigger fresh interest MetroCity Bankshares (MCBS) has drawn investor attention after reporting second quarter 2026 results, with net interest income of $44.04 million and net income of $22.13 million, both higher than the prior year period. See our latest analysis for MetroCity Bankshares. MetroCity Bankshares has seen mixed trading around the earnings release, with the share price slipping 4.09% over the past month but still posting a 34.68% year to date share...

Leonardo DRS, Inc. recently reported past second-quarter 2026 results showing sales of US$913 million and net income of US$86 million, reaffirmed its full-year 2026 revenue guidance, declared a US$0.09 per-share dividend, updated progress on its share repurchase program, and agreed to acquire AI mission software firm Raft LLC for US$450 million in cash. Beyond the headline growth in revenues and earnings, the planned Raft acquisition and raised profitability guidance highlight Leonardo DRS’s...

Why First Busey’s latest earnings and buyback matter for investors First Busey (BUSE) has drawn fresh attention after second quarter and year to date results showed much higher net income and earnings per share, alongside the completion of a multi year share repurchase program. See our latest analysis for First Busey. At a share price of $30.86, First Busey has delivered a 15.97% 90 day share price return and a 45.10% 1 year total shareholder return, which indicates that recent earnings and...

Eton Pharmaceuticals (ETON) has filed a Prior Approval Supplement with the U.S. Food and Drug Administration to expand KHINDIVI’s label to younger pediatric patients, following bioequivalence data versus ALKINDI SPRINKLE hydrocortisone granules. See our latest analysis for Eton Pharmaceuticals. The KHINDIVI label expansion filing comes after a very strong run in Eton Pharmaceuticals’ stock, with a 30 day share price return of 26.73%, a 90 day share price return of 60.62% and a year to date...

In late July 2026, Myriad Genetics reported second-quarter results showing revenue of US$190.7 million versus US$213.1 million a year earlier, alongside a reduced full-year 2026 revenue outlook of US$770 million to US$790 million due to weaker Prenatal Health test volumes and more cautious assumptions for revenue per test. Despite the revenue decline, the company’s net loss narrowed sharply to US$43.2 million from a very large loss a year ago, highlighting significant cost or non-operational...

In July 2026, Customers Bancorp, Inc. reported second-quarter 2026 results showing net interest income of US$193.37 million and net income of US$71.56 million, alongside slightly higher net charge-offs of US$14.58 million and continued execution of its share repurchase program. The company highlighted efficiency gains from its proprietary AI-powered workflow automation and faster commercial loan processing as key contributors to its earnings performance and operational improvement. Next,...

Q2 results and capital return actions in focus for Hyatt Hotels stock Hyatt Hotels (H) has drawn investor attention after its second quarter 2026 earnings, the Board-approved third quarter dividend, an updated full-year net income outlook, and progress on a multi-year share repurchase program. See our latest analysis for Hyatt Hotels. Despite Q2 earnings, guidance and capital returns in focus, Hyatt Hotels shares have pulled back recently, with the 30 day share price return down 8.8% and the...

Why PENN Entertainment’s Upcoming Earnings Matter For Investors PENN Entertainment (PENN) is back on watch as investors prepare for its June quarter earnings report on August 6, with expectations centered on higher revenue and improved year over year earnings. This focus comes after a recent slide in the stock price and ongoing net losses, even as some investors argue current levels around $20.53 suggest potential undervaluation relative to perceived fair value. See our latest analysis for...

In late July 2026, Core Scientific, Inc. reported Q2 2026 revenue of US$164.2 million alongside a net loss of US$1.16 billion, and announced a large‑scale AI infrastructure partnership with Advanced Micro Devices, Inc. involving up to 2.5 gigawatts of potential data center capacity and related stock warrants for Advanced Micro Devices, Inc. Core Scientific, Inc. also added veteran technology executive Mark W. Adams to its expanded seven‑member Board of Directors, strengthening oversight as...

Tariffs on Canadian imports and higher taxes on generic drugs are shaking up expectations for costs and pricing across healthcare. For U.S. specialty pharmaceutical manufacturers, this mix of pressure and opportunity can be important. Some companies may face higher input costs. Others with more domestic production may see a relative edge if imported generics become more expensive. This article explains how the new trade measures could matter for your portfolio and discusses 3 U.S. specialty...

Last week saw the newest quarterly earnings release from BigBear.ai Holdings, Inc. ( NYSE:BBAI ), an important...

Boise Cascade Company’s board recently raised its quarterly dividend to US$0.23 per share, a US$0.01 or 5% increase, payable on September 16, 2026 to shareholders of record on September 1, 2026. This higher dividend comes just ahead of the company’s upcoming earnings release, where the market expects a return to year-on-year revenue growth after a prior decline. Next, we’ll examine how the dividend increase and approaching earnings announcement may influence Boise Cascade’s existing...

With the Federal Reserve sounding more hawkish and futures markets pricing a 72% chance of a rate hike by September, many investors are rethinking where they want their money to work. Higher expected yields on safer assets can change the appeal of riskier choices, including Bitcoin and some growth stocks. In this environment, large U.S. value stocks with lower volatility and modest P/E and P/B ratios can look interesting to some investors. This article walks through 3 U.S. large cap value...

Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) came into focus after a recent share price move, with the stock closing at $11.48. Investors may now reassess its longer term return profile. See our latest analysis for Loma Negra Compañía Industrial Argentina Sociedad Anónima. The recent move to a share price of $11.48 comes after a mixed run, with the 90 day share price return of 8.20% set against a year to date decline of 10.87%. The 5 year total shareholder return of...

In the second quarter of 2026, Chevron Corporation reported revenue of US$70,055 million and net income of US$12,072 million, with earnings per share more than quadrupling from a year earlier, and its board declared a quarterly dividend of US$1.78 per share payable on September 10, 2026. Chevron’s record cash generation, strong profit growth during a period of tight refining capacity, and ongoing dividend increases have drawn both political criticism over wartime profits and investor...

RBC Bearings Incorporated has reported its fiscal first-quarter 2027 results, with net sales rising to US$519.5 million and net income to US$101.5 million, and has issued second-quarter guidance calling for net sales between US$505.0 million and US$515.0 million, implying double-digit year-over-year growth. The combination of strong Aerospace & Defense demand, broad-based Industrial segment growth, and guidance that points to continued operational momentum highlights how current end-market...

California Water Service Group (CWT) reported second quarter results that attracted investor attention, with higher sales, net income, and earnings per share compared with the same period a year earlier. See our latest analysis for California Water Service Group. At a share price of $50.11, California Water Service Group has seen a 90 day share price return of 18.3% and a year to date share price return of 16.7%, while the 1 year total shareholder return of 10.8% contrasts with a 5 year total...

It's been a good week for The Baldwin Insurance Group, Inc. ( NASDAQ:BWIN ) shareholders, because the company has just...

Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) shareholders are probably feeling a little disappointed, since...

SailPoint (SAIL) stock is in focus after the company introduced its Cursor Enterprise connector, a new tool that lets security teams govern both human developers and AI agents working inside AI-driven coding environments. See our latest analysis for SailPoint. Against the backdrop of the Cursor Enterprise connector launch, SailPoint’s short term momentum has picked up, with a 3.71% 1 day and 12.17% 7 day share price return. However, the total shareholder return over the past year is down...