U.S. Mortgage REITs Stock News

In early August 2026, News Corporation was reported to have delivered a resilient fourth-quarter performance, with digital-first businesses and the Dow Jones segment helping offset macroeconomic headwinds, while the U.S. housing market eased into its typical summer slowdown with moderating listing prices but steady buyer interest. A key insight is that Dow Jones’s business-critical digital offerings and News Corp’s operational discipline, including its accelerated share repurchase program,...

ON Semiconductor stock inched up less than 1% to about US$80.78, even after a quarter that sharply swung earnings back into the black. The market reaction looks muted compared with the headline shift from a loss in Q1 to Q2 basic earnings per share of about US$0.58 on revenue of US$1.60b. The near term story is the earnings recovery. The longer term question is whether that rebound, together with a trailing P/E near 50x and stronger profitability, is enough to reset how investors value ON...

Ares Commercial Real Estate stock jumped about 9% today to US$4.63 after investors digested a rare dose of clean profit from this mortgage real estate investment trust. The quick pop reflects relief more than euphoria. The headline this quarter is simple. Ares Commercial Real Estate put up roughly US$4.4 million in net income and positive earnings per share while keeping a US$0.15 quarterly dividend on the table. Short term traders are reacting to the green ink. Longer term holders will care...

Nextpower stock jumped 8.6% to US$98.44 in the first full session after earnings, a sharp move for a company that had been down over the past month and quarter. The headline was simple enough for a solar hardware heavyweight: record Q1 fiscal 2027 revenue of US$935.2m and net income of US$165.4m, with management lifting full year guidance for revenue and adjusted earnings per share. Short term traders focused on the price spike. Long term investors will be weighing that higher outlook against...

Republic Bancorp, Inc. reported second-quarter 2026 results showing net interest income of US$81.7 million and net income of US$32.87 million, both slightly higher than a year earlier. However, for the first half of 2026, both net interest income and net income declined compared with the prior year, highlighting pressures on longer-term profitability despite the stronger quarter. With these mixed earnings trends and softer six-month profitability, we’ll explore what this means for Republic...

Sabra Health Care REIT stock barely budged after earnings, up just 0.2% to around $20.66, which indicates the market did not see a shock in the headline numbers. The real story sits in the cash engine that matters for any real estate investment trust. Normalized funds from operations per share landed at $0.38, and adjusted funds from operations came in at $0.40, both supported by stronger cash net operating income. For a stock that has drifted over the past week, this quarter was about...

Boise Cascade stock jumped about 4% to US$86.49 after the Q2 release, which is a brisk move for a lumber and building products distributor that usually trades on housing cycles rather than headlines. The emotional trigger looks clear. Quarterly revenue printed at US$1.83b and earnings per share came in at US$1.63, and both landed against a backdrop of thin trailing net margins and a premium P/E. The market is treating this quarter as a relief rally. The key question is whether these numbers...

The market just marked Albany International down 16% in a single session, yet the headline numbers do not read like a collapse story. The stock went into this print already soft over the past month, then ran into a quarter where revenue reached US$329.5m and basic earnings per share came in at about US$0.61. The real flashpoint is sentiment around profit quality. Free cash flow flipped from a generation of cash a year ago to a use of US$14.5m, and that is where today’s emotional selling is...

JBT Marel shareholders woke up to a reality check. The stock slid 6.9% to US$132.47 in the first full session after Q2 results, even though the company reported US$981m in revenue and stayed profitable with US$28m in net income. The market is trading the disappointment of softer quarterly earnings, not the fact that this food processing equipment group has now put several profitable quarters together after a volatile 2025. The core question for you is whether that drop reflects a fair reset...

The market just punished Timken with a roughly 7% drop, yet the quarter itself read more like a margin story than a meltdown. This stock came into earnings on the back of a solid 90 day run and a rich trailing P/E of 35.5x. The reaction looks more like a reset on expectations than a verdict on the business. The headline is clear. Timken delivered Q2 revenue of US$1.26b with adjusted earnings per share of US$1.83 and an adjusted EBITDA margin near 20%. Management also raised full year guidance...

Caterpillar stock came into this print looking stretched after a soft 30 day return that was down about 9%. Today the market ripped that script up. The shares jumped 5.6% to about US$876 as investors absorbed a quarter built on heavy machinery fundamentals rather than hype. The headline is simple. Caterpillar delivered its first quarter above US$20b in revenue and a sharp step up in earnings per share. Record free cash flow from Machinery, Energy and Transportation and a swelling US$72b...

Pitney Bowes stock has delivered a very large 3 year return, yet on Simply Wall St's checks it still screens as undervalued overall. After such a strong share price run, that combination of past gains and a high value score will naturally make investors ask how much potential is already reflected in the current price. The share price return over the past 3 years is very large, which puts extra focus on whether the current valuation leaves much room for error. Improved operating efficiency...

The surprise decision to take Electronic Arts private in a Saudi led, debt heavy deal has sent a clear signal that video game and interactive entertainment assets are firmly in the global M&A spotlight. When a US$55b buyout reshapes one of the sector’s biggest players, it can ripple through competitors, partners and potential targets in ways that create both openings and fresh risks. This article looks at three stocks from our Video Game and Interactive Entertainment screener that appear most...

Traders marked SITE Centers down 4.2% today, yet the real story sits in the cash generation engine that investors in retail real estate investment trusts watch most closely. Funds From Operations, or FFO, turned into a loss in the quarter, and FFO per share also moved into the red. That jars with a stock already trading on a very low P/E and sitting well below an analyst discounted cash flow estimate. The tension between weak current FFO and the apparent valuation gap is what is really...

Otter Tail stock added 2.9% today to close at US$92.82, a firm bounce after a flat week, even though the headline number was a quarterly loss. The company reported basic earnings per share of a US$0.18 loss for Q2 on revenue of US$334.4m, hit by the previously flagged US$103.5m plastics settlement that ran through the quarter. The near term print looks messy. The long term story still turns on whether regulated utility earnings, supported by a 5 year rate base growth plan, can keep carrying...

Capital Southwest stock closed up 3.3% at US$24.72, even though the latest quarter showed a clear squeeze in profitability. For a business development company, pretax net investment income is the core earnings line, and Q1 delivered US$35 million, or US$0.57 per share, alongside a total dividend of US$0.64 per share for the September quarter. In the near term, the market appears comfortable rewarding the yield and portfolio scale. The bigger question for long term holders is how long Capital...

Angel Oak Mortgage REIT came into this earnings day with the stock drifting, up only modestly over the past month, then jumped about 3.9% to US$9.12 once the numbers hit. That move reflects investors reacting to one core message. The balance sheet strain that has worried many income focused holders is still there, but this quarter is focused on relief related to earnings power. Distributable earnings reached US$9 million, compared with headline GAAP net income of US$3.4 million, and...

Zebra Technologies stock did not just react to earnings. It ripped higher, jumping about 26% in a single session, as the market rapidly rewrote its view of this barcode and data capture specialist. That kind of move is rare for a mature industrial tech stock and it came off the back of one thing that matters most right now: profitability. The headline from this quarter is margin power. Adjusted EBITDA margin reached 27.7% and non GAAP earnings per share hit US$6.35. For a company often viewed...

AudioCodes stock edged up 2.5% to US$10.04 into the earnings close, a calm move for a quarter that put profit pressure squarely in focus. Revenue in Q2 sat at US$63.0m, yet basic earnings per share slipped to roughly US$0.02 and net income stayed under US$0.5m. The market is leaning toward the upbeat story around raised full year revenue guidance and reiterated non GAAP earnings guidance, while the income statement shows that margins remain tight. The rest of this report examines whether that...

Matson stock shrugged off any doubts with a 2.9% gain to US$213.44 on the first full day after earnings, as investors responded to a quarter that leaned firmly into operating strength rather than hype. The headline was simple: Ocean Transportation delivered a powerful quarter, with Q2 net income of US$129.4 million and earnings per share of US$4.30 anchoring a story of solid demand and pricing in the core shipping franchise. Is Matson’s Q2 strength being misread, or is the market correctly...

Backblaze walked into this print as a high growth, loss making cloud storage stock with a mixed reputation on profitability. It walked out with the market bidding the stock up about 27% in a single day. That jump reflects one thing above all: Q2 showed a sharp improvement in cash economics, with adjusted earnings before interest, tax, depreciation and amortization margin landing at 30% on US$42.7m of revenue. For a company framed around long term revenue growth rather than profits, that kind...

Fidelity National Information Services came into this report with the stock drifting, up about 6% over the past month but giving back 1% today to trade near US$44. The modest pullback sits awkwardly against what the quarter actually delivered. Pro forma revenue reached about US$3.4b and adjusted earnings per share grew in the high single digits. The real headline for you as a payments and banking tech investor is cash. Free cash flow in the quarter more than tripled to US$525m and full year...

Crescent Energy stock barely flinched after earnings, easing about 1% to US$11.28, even though the quarter landed more like a jolt than a shrug. You had a company that was loss making in Q1 suddenly print roughly US$1.49 in basic earnings per share in Q2, powered by US$1.39b in revenue and strong free cash flow. The market’s short term reaction looks muted next to that swing in profitability. The real story now is whether Crescent Energy can turn this sharp earnings rebound and its record...

Red Rock Resorts has delivered an 85.5% gain over the past five years, yet its current checks suggest the stock may still trade below an estimate of intrinsic value, with the Discounted Cash Flow (DCF) pointing to a meaningful discount while market based multiples look broadly in line with peers. Over five years, a total shareholder return of 85.5% indicates that long term holders have already seen solid gains, so any further upside now matters more for new capital being put to work. For...