U.S. Mortgage REITs Stock News

In the past quarter, Federal National Mortgage Association (Fannie Mae) reported second‑quarter 2026 net income of US$3,982 million, up from US$3,317 million a year earlier, with six‑month net income reaching US$7,702 million. An important development alongside these results is Fannie Mae’s move to adopt the VantageScore 4.0 credit scoring model, integrating it into a widely used mortgage capital markets platform and updating how lenders assess borrower credit risk. With stronger quarterly...

Talen Energy recently moved to intervene in Federal Energy Regulatory Commission Docket No. AD26-7, arguing that as a PJM generation owner its interests in the proceeding are direct, distinct from other participants, and that participation is in the public interest. This move highlights how Talen is actively seeking a voice in PJM market design and regulatory outcomes that could shape its operating and revenue framework. Next, we'll examine how Talen's bid to influence PJM market rules might...

Select Water Solutions, Inc. recently declared a quarterly cash dividend of US$0.07 per Class A share, payable on August 19, 2026, to shareholders of record as of August 7, 2026, alongside an equivalent distribution to SES Holdings, LLC unitholders. By pairing this dividend decision with an emphasis on its expanding backlog of long-term, acreage-dedicated water infrastructure contracts, the company underlines how recurring cash flows may support ongoing capital returns. Now we’ll examine how...

Rexford Industrial Realty (REXR) recently filed a shelf registration for up to 5,367,243 common shares, related to an employee stock ownership plan offering of about $207.7 million. See our latest analysis for Rexford Industrial Realty. Rexford Industrial Realty's 12.0% 1 month share price return and 6.4% 3 month share price return contrast with a year to date share price decline of 3.2%. The 1 year total shareholder return of 10.3% sits against weaker 3 and 5 year total shareholder returns...

In late July 2026, Fair Isaac Corporation reported past third‑quarter revenue of US$674.19 million and net income of US$237.17 million, both higher than a year earlier, alongside stronger earnings per share from continuing operations. Over the first nine months of fiscal 2026, Fair Isaac generated US$1.88 billion in revenue and US$660.00 million in net income and then raised its full‑year guidance for revenue, GAAP net income, and GAAP EPS, signaling management’s increased confidence in the...

W.W. Grainger recently announced that Senior Vice President and Chief Financial Officer Deidra C. Merriwether will resign effective September 4, 2026, with Vice President and Controller Laurie R. Thomson stepping in as interim CFO, while the board also approved a quarterly cash dividend of US$2.49 per share payable on September 1, 2026. This combination of an orderly finance leadership transition and continued dividend payouts comes just as investors are watching closely ahead of the...

We wouldn't blame United Community Banks, Inc. ( NYSE:UCB ) shareholders if they were a little worried about the fact...

The analysts might have been a bit too bullish on Group 1 Automotive, Inc. ( NYSE:GPI ), given that the company fell...

Keurig Dr Pepper (KDP) recently drew investor attention after its latest trading session, with the stock closing at US$31.12. The move came alongside mixed short term returns and multi year total return figures. See our latest analysis for Keurig Dr Pepper. Recent trading has been choppy for Keurig Dr Pepper, with a 1 day share price return that declined 1.43% contrasting with a 7 day share price return of 4.85% and a year to date share price return of 12.22%. The 1 year total shareholder...

Tariff refunds worth up to US$166b are starting to filter back to major US companies, and that kind of cash reshuffle can quickly influence which large cap consumer and technology stocks investors pay attention to. Some companies are sharing refunds with customers, others are keeping the money inside the business, and a few are facing lawsuits or fresh political pressure. This article breaks down how those choices might affect investor sentiment. It also highlights three stocks from our Large...

Waystar Holding Corp. recently reported second-quarter 2026 results showing higher sales and net income year on year, raised its full-year 2026 revenue guidance to US$1.28–US$1.29 billion, and announced that longtime CFO Steve Oreskovich will step down for personal reasons while remaining as an advisor. The appointment of incoming CFO Alpana Wegner, who brings more than 25 years of experience leading finance functions at several listed software and technology companies, signals a focus on...

Preformed Line Products Company recently reported past second-quarter 2026 results, with sales rising to US$212.68 million and net income reaching US$21.51 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. For the first half of 2026, the company’s sales grew to US$388.96 million while net income and earnings per share also increased, highlighting improved profitability over the prior-year period. Next, we will examine how...

What Wells Fargo’s recent dividend increase could signal for shareholders Wells Fargo (WFC) just paired better than expected second quarter earnings with an 11% lift in its quarterly common stock dividend to $0.50 per share, a combination that tends to focus attention on the stock’s income profile. See our latest analysis for Wells Fargo. At a share price of $86.45, Wells Fargo’s 90 day share price return of 6.98% sits alongside a 1 year total shareholder return of 13.59% and a 3 year total...

Best Buy (BBY) shares moved after the incoming CEO outlined a plan to roll out smaller-format stores into communities previously left out of its footprint, along with a shift toward higher-margin media, advertising, and marketplace services. See our latest analysis for Best Buy. Best Buy’s recent plan for smaller-format stores and higher-margin services comes after a strong run, with an 11.69% 1 month share price return and a 42.03% 1 year total shareholder return suggesting momentum has been...

GitLab (GTLB) shares were in focus after the company appointed Thomas Lloyd as Chief Business and Legal Officer. This move comes as GitLab expands partnerships and its platform for enterprise software delivery. See our latest analysis for GitLab. GitLab’s appointment of Thomas Lloyd came as the stock continued a sharp recovery, with a 43.49% 90 day share price return and a 10.33% 7 day share price return. However, the 1 year total shareholder return is still down 17.48%. If this executive...

Signet Jewelers (SIG) moved into focus after reporting Q1 fiscal 2027 results with revenue of US$1.6b and comparable sales growth of 1.8%, along with raised full year EPS guidance and ongoing share repurchases. See our latest analysis for Signet Jewelers. At a share price of US$92.90, Signet Jewelers has given investors an 8.4% 90 day share price return and a 25.2% one year total shareholder return. This suggests recent momentum has built on earlier gains as guidance and buybacks draw more...

Ingevity (NGVT) is back in focus after its 29 July 2026 earnings report, which showed net income of US$35.3 million for the second quarter and the completion of a multi year share repurchase program. See our latest analysis for Ingevity. Ingevity's latest earnings and completed buyback arrive after a period of strong momentum, with the share price up 21.67% year to date and a 1 year total shareholder return of 80.97%, signaling investors have recently reassessed the company more...

Bausch + Lomb recently reported past second-quarter 2026 results, with revenue rising to US$1,394 million and its net loss narrowing to US$14 million, alongside improved six‑month figures versus the prior year. The company also raised its full‑year 2026 revenue outlook to a range of US$5.44 billion to US$5.54 billion, signaling greater confidence in its current operating trajectory. Now we will examine how Bausch + Lomb’s raised full‑year revenue guidance could influence the company’s...

With the Federal Reserve under new Chair Kevin Warsh holding rates steady on July 29, 2026, and deep division emerging inside the FOMC, investors are again being reminded how quickly sentiment around inflation and future rate moves can shift. When policy signals feel unclear, low P/E stocks with solid fundamentals can look relatively straightforward. This article focuses on three stocks from a value oriented screener that appear especially exposed to the current Fed story. You will see how...

OFG Bancorp recently reported that unaudited consolidated net charge-offs for the second quarter of 2026 rose to US$28,791,000 from US$12,784,000 a year earlier, and it also affirmed a quarterly dividend of US$0.35 per share payable on October 15, 2026, with an ex-dividend and record date of September 30, 2026. This combination of higher credit losses and continued cash returns to shareholders highlights the tension between maintaining asset quality and supporting income-focused...

Hubbell (HUBB) is back in focus after raising its full year 2026 guidance, supported by recent double digit sales growth, stronger adjusted earnings and ongoing data center and utility investment trends. See our latest analysis for Hubbell. Despite the guidance upgrade and steady dividend news in late July 2026, Hubbell’s share price has eased in recent weeks. The 30-day share price return is down 3.58% and the 90-day share price return is down 7.06%, while the 1-year total shareholder return...

RenaissanceRe Holdings (RNR) is back in focus after reporting second quarter results, affirming a quarterly dividend and disclosing progress on a sizeable share repurchase program that together outline current capital allocation priorities. See our latest analysis for RenaissanceRe Holdings. RenaissanceRe Holdings shares now trade at US$319.98 after a mixed few weeks, with a 7 day share price return of 2.77% decline set against a 90 day share price return of 6.91% and a 1 year total...

Exelon Corporation ( NASDAQ:EXC ) shareholders are probably feeling a little disappointed, since its shares fell 3.6...

FAA certification of the Boeing 737 Max 7 has turned a long running uncertainty into a fresh catalyst for Boeing stock and for companies tied to its commercial programs. Aircraft can now move from order books toward delivery, which affects revenue timing, capacity planning, and sentiment around aviation demand. For investors, this news is less about one headline move and more about how it ripples through suppliers and airlines exposed to Boeing’s production ramp up. The sections that follow...