U.S. Mortgage REITs Stock News

Herc Holdings recently saw increased investor interest and trading activity ahead of its second-quarter 2026 earnings report, which was released after July 28 and followed earlier market expectations of strong year-over-year revenue growth despite softer earnings forecasts. This combination of cautious profit expectations and optimism around revenue expansion highlighted how investors were focusing on the company’s underlying demand trends rather than short-term earnings volatility. We’ll...

Founder led companies sit at an interesting crossroads right now. Geopolitics, shifting rate expectations, uneven manufacturing data and sensitive consumer confidence all keep markets guessing, while many investors look for leaders with skin in the game rather than managers rotating between roles. The Founder-Led Companies screener focuses on businesses where the original builders still guide key decisions, aligning leadership incentives directly with long term outcomes. That can matter when...

Dow (DOW) opened Q2 2026 with revenue of US$12.1 billion and basic EPS of US$0.99, setting a clear contrast with the loss in prior periods. The company has seen quarterly revenue move from US$10.1 billion in Q2 2025 to US$12.1 billion in Q2 2026, while net income shifted from a loss of US$839 million to a profit of US$721 million over the same quarters, pointing to a sharp swing in reported EPS. For investors watching margins, this jump from loss making quarters to a profitable print puts the...

Cognizant Technology Solutions recently announced a landmark partnership with Gulf Edge Company Limited, the digital infrastructure arm of Gulf Development Public Company Limited, to accelerate enterprise AI adoption and build an AI-native digital economy in Thailand and the wider region. The alliance’s focus on sovereign digital infrastructure, sector-specific AI solutions, and local talent development could meaningfully reshape Cognizant’s role in Southeast Asia’s digital...

The U.S. housing market is back in focus after Berkshire Hathaway’s US$6.8b acquisition of Taylor Morrison and its integration with Clayton Properties Group, alongside Warren Buffett’s accelerated share donations and Berkshire’s US$397.4b cash position. Together, these moves have drawn attention to companies connected to a possible housing recovery, from homebuilders to residential real estate players. This article looks at how that news might affect investor sentiment and business prospects,...

In early July 2026, Western Digital again entered merger discussions with Japan’s Kioxia about combining their flash memory assets via a share-based deal or spin-off structure that could reshape the NAND market. These renewed talks highlight how Western Digital’s flash business could be reconfigured at a time when AI-driven data-center demand is increasingly focusing investor attention on memory scale and integration. We’ll now examine how renewed Kioxia merger discussions might influence...

Dropbox (DBX) is back in focus after investors revisited the company’s core role in content collaboration, following fresh attention on its subscription driven model and the mix of revenue from United States and international customers. See our latest analysis for Dropbox. At a share price of $29.19, Dropbox has seen a 1 month share price return of 10.86% and a 3 month share price return of 21.52%. The 1 year total shareholder return of 5.11% and 3 year total shareholder return of 9.61% point...

Frontier Group Holdings (ULCC) has been in focus after its stock fell 8.3% following American Airlines cutting its full year profit outlook, as investors reassessed fuel cost risks across airline stocks. See our latest analysis for Frontier Group Holdings. Looking past the one day rebound, Frontier Group Holdings has a 7 day share price return that is down 6.74% and a 30 day share price return that is down 21.80%. However, its 90 day share price return of 47.46% and 1 year total shareholder...

Recent commentary highlighted John Wiley & Sons as an income-focused pick, pointing to a dividend yield above both industry and S&P 500 averages, alongside a multi‑year pattern of dividend increases and expectations for solid earnings in the coming fiscal year. This combination of a comparatively rich dividend and a track record of raising payouts has drawn attention to Wiley’s appeal for investors prioritizing consistent income streams. Next, we’ll examine how Wiley’s stronger‑than‑average...

First Interstate BancSystem (FIBK) drew fresh attention after reporting second quarter 2026 earnings, with net income of US$83.9 million and earnings per share of US$0.87 from continuing operations. See our latest analysis for First Interstate BancSystem. At a share price of US$38.12, First Interstate BancSystem has a 90 day share price return of 9.38% and a 1 year total shareholder return of 35.59%. This suggests recent earnings, dividend affirmation, and the expanded buyback authorization...

Capital One Financial (COF) returned to the spotlight after its second quarter 2026 results showed net income of US$3,020 million, net interest income of US$12,374 million, and an updated view on credit costs. See our latest analysis for Capital One Financial. Despite solid second quarter earnings, Capital One Financial’s year to date share price return is down 18.19%, while the 3 year total shareholder return of 85.34% points to stronger longer term performance. This suggests that recent...

Bancorp (TBBK) is back in focus as investors look ahead to its upcoming earnings report, following mixed quarterly results over the past year and a recent shift toward more cautious analyst expectations. See our latest analysis for Bancorp. At a latest share price of $66.98, Bancorp has seen its 30 day share price return of 10.44% and 90 day share price return of 15.66% contrast with a slightly weaker year to date move. A 5 year total shareholder return of 186.61% points to strong longer term...

D-Market Elektronik Hizmetler ve Ticaret (HEPS) has called an Extraordinary General Assembly for 14 August 2026, asking shareholders to approve a sizeable share capital increase and adjust Article 6 of its Articles of Association. See our latest analysis for D-Market Elektronik Hizmetler ve Ticaret. Alongside this planned capital increase, D-Market Elektronik Hizmetler ve Ticaret’s short term share price has softened, with the 30 day share price return down 2.26%, while longer term momentum...

Fiserv stock is trading around US$51.02 after a difficult stretch, with the share price down 64.1% over the past year, yet the broader valuation checks still suggest the stock leans cheap rather than expensive. The share price has declined 64.1% over the past year, which means investors are being asked to reassess whether the current valuation fairly reflects the business outlook or has swung too far in the other direction. The new role as the exclusive embedded banking and payments provider...

Recent commentary on AdaptHealth highlights ongoing operational strains, with flat sales over the past two years, falling earnings per share, and weakening returns on capital that point to pressured profitability in its home medical equipment and services business. An important insight is that revenue growth has coincided with shareholder dilution and declining returns on capital, suggesting prior investments may be yielding less attractive economic benefits than investors might...

Dividend increase puts Encompass Health in focus Encompass Health (EHC) has come into focus after its board approved a $0.02 increase in the quarterly dividend, setting a $0.21 per share payment scheduled for October 15, 2026. See our latest analysis for Encompass Health. Encompass Health's recent dividend increase comes as the stock trades at $112.89, with a 30 day share price return of 10.41% and a 5 year total shareholder return of 79.38%, suggesting momentum has supported long term...

United Rentals (URI) stock moved after the company raised its 2026 outlook, updating investors on revenue, EBITDA and capital spending expectations following better than expected quarterly results and stronger large project and infrastructure demand. See our latest analysis for United Rentals. That stronger outlook has landed on a stock that already had firm momentum, with a 7 day share price return of 9.22% and year to date share price return of 35.09%, backed by a 5 year total shareholder...

Taiwan Semiconductor Manufacturing (NYSE:TSM) drew fresh attention after committing another US$100 billion to U.S. chipmaking on the same day it reported record profit, extending its planned U.S. investment to US$265 billion. See our latest analysis for Taiwan Semiconductor Manufacturing. The latest U.S. investment announcement lands after a strong run for Taiwan Semiconductor Manufacturing, with the share price at US$403.41, a year to date share price return of 26.22% and a 1 year total...

Why HEICO’s New Debt and Shelf Registration Matter for Stockholders HEICO (HEI) has just completed two fixed income offerings totaling about $1.2b and filed an omnibus shelf registration covering equity and debt securities, moves that directly affect capital structure and potential future financing. For stockholders, these steps raise two core questions: how the new debt fits alongside HEICO’s current earnings profile, and what the broad shelf registration might mean for future equity or debt...

When regulators rethink how often companies report earnings, information becomes the key asset. A shift toward semi-annual reporting could reward large, financially solid businesses that already keep investors updated between results, and expose those that rely on the minimum disclosure rules. This article looks at how that debate around shorter reporting cycles and continuous updates intersects with one specific corner of the market, large cap US stocks with strong corporate governance...

American Airlines Group (AAL) opened Q2 2026 with total revenue of US$16.7 billion and basic EPS of US$0.11, translating into net income of US$71 million, as the market weighs these latest numbers against a trailing twelve month loss of US$326 million on US$58.3 billion of revenue. Over recent quarters the company has seen revenue move from US$13.7 billion in Q3 2025 to US$14.0 billion in Q4 2025, then to US$13.9 billion in Q1 2026 before reaching US$16.7 billion in Q2 2026. Quarterly EPS has...

In July 2026, The Travelers Companies, Inc. completed a US$750.00 million fixed-rate senior unsecured note offering due 2031 at 4.950% while reporting strong second-quarter 2026 earnings growth, a regular US$1.25 per-share dividend, continued buybacks, and an ESOP-related shelf registration. Together, these funding, capital return, and employee-ownership moves underscore how Travelers is reshaping its balance sheet and shareholder structure around its recent earnings strength. With Travelers...

In the second quarter of 2026, Interparfums, Inc. reported consolidated net sales of US$341 million, up from US$334 million a year earlier, bringing first-half 2026 net sales to US$686 million versus US$673 million in the prior-year period. The results highlight how double-digit U.S. sales growth, led by brands such as GUESS, Donna Karan/DKNY, and Ferragamo, helped counter softer European demand linked to geopolitical tensions. We’ll now examine how this modest sales growth, underpinned by...

Dorian LPG Ltd. recently declared an irregular cash dividend of US$1.00 per share, returning about US$42.8 million to shareholders, payable on or about August 12, 2026 to holders of record as of July 27, 2026. This sizable one-off dividend, funded after a period of very strong time charter equivalent rates during heightened Iran-related tensions, highlights how Dorian LPG’s earnings strength can translate into direct cash returns for investors. With this irregular dividend underscoring the...