U.S. Mortgage REITs Stock News

Why PVH’s bylaw change matters for shareholders PVH (PVH) has amended its bylaws, cutting the ownership threshold needed for shareholders to call a special meeting to 25% of outstanding common stock. This change increases the potential influence of shareholders. See our latest analysis for PVH. PVH’s share price is US$66.45, with a 7 day share price return of 3.83% after a softer 30 and 90 day patch and a 5 year total shareholder return decline of 33.65%. This suggests longer term momentum...

DRDGOLD Limited (JSE:DRD) was recently added to the FTSE All-World Index (USD), broadening its representation in a widely followed global benchmark. This index inclusion can be material for DRDGOLD because it often attracts incremental demand from index-tracking funds and benchmark-aware institutional investors. We will now explore how DRDGOLD’s entry into the FTSE All-World Index may reshape its investment narrative for existing and prospective shareholders. AI is about to change...

Sylvamo (SLVM) has drawn investor attention after a choppy stretch for the share price, with the stock showing a decline of about 13% over the past month and a decline of nearly 18% over the past three months. See our latest analysis for Sylvamo. At a share price of about $40.30, Sylvamo’s recent 7 day share price return of 3.95% contrasts with a 30 day share price return showing a 12.88% decline and a 1 year total shareholder return showing a 37.54% loss, which points to fading momentum as...

Kontoor Brands (KTB) is back in focus after Wrangler partnered with Dr. Scholl’s Shoes on a limited-edition capsule that blends Western themed footwear with a co-branded denim jacket aimed at festival season shoppers. See our latest analysis for Kontoor Brands. Despite the recent brand collaborations, Kontoor Brands’ 1-day share price return of 3.15% and 7-day share price return of 2.43% sit against a 90-day share price return of 7.03% and a 5-year total shareholder return of 64.50%. This...

Why TG Therapeutics’ new credit facility matters for shareholders TG Therapeutics (TGTX) shares are reacting to a fresh financing move after the company entered a new five year, US$750 million senior secured credit facility with funds managed by Blue Owl Capital. For you as a shareholder or potential investor, the key points are the repayment of the prior US$250 million facility, a net US$500 million in non dilutive capital, and access to as much as US$1 billion in total debt capacity at the...

The closure of the Strait of Hormuz and the resulting oil supply shock have pushed Exxon Mobil (XOM) into sharper focus for investors, as the stock trades near US$165 with strong recent returns. See our latest analysis for Exxon Mobil. The recent 1-day share price return of 1.33% and 7-day share price return of 4.60% add to a strong 30-day move of 10.83%. The 1-year total shareholder return of 45.15% and 5-year total shareholder return of 249.11% point to momentum that has built steadily...

FactSet Research Systems has expanded its artificial intelligence capabilities by rolling out its AI-enabled Document Search in broad beta to over 85,000 users, enabling faster, source-linked analysis of transcripts, earnings calls, news, filings, and other unstructured data. This move further integrates FactSet’s LLM-powered tools, including prior ChatGPT and Claude connections, into a unified, multi-interface platform focused on auditable, compliance-aware workflows for financial...

Golar LNG (NasdaqGS:GLNG) has launched a formal review of options for the business, including a possible sale, merger, asset divestitures, or changes to its corporate structure. The company has appointed Goldman Sachs as financial advisor to support this process. The review aims to assess ways to accelerate growth initiatives and evaluate how the current structure supports long term objectives. For investors watching Golar LNG at a share price of $54.06, the timing of this review follows a...

Paycom Software (NYSE:PAYC) has been named best software in multiple categories in G2’s Spring 2026 Grid Reports, based on customer reviews. The company was also recognized as a 2026 Platinum Employer on the inaugural Where You Work Matters List. Paycom is reportedly the only firm in its sector to receive the Platinum Employer distinction. Paycom focuses on HR and payroll software, so third party recognition of product quality and customer satisfaction can matter for buyers comparing...

Borr Drilling (NYSE:BORR) has agreed to acquire five premium jack-up rigs in Mexico through a new 50/50 joint venture with its long-term partner. The deal uses seller’s credit and a shared ownership structure, and is framed as a meaningful expansion of the company’s fleet in the Mexican offshore drilling market. The transaction introduces a mix of rig designs and increases the company’s exposure to regional activity, while using a different approach to financing future growth. Borr Drilling...

Obicetrapib data presentations set to spotlight NewAmsterdam Pharma NewAmsterdam Pharma (NAMS) is drawing attention after announcing multiple data presentations for its oral CETP inhibitor obicetrapib at ACC.26, covering efficacy, kidney function, pooled Phase 3 safety, and LDL particle related cardiovascular outcomes. See our latest analysis for NewAmsterdam Pharma. NewAmsterdam Pharma’s share price has pulled back recently, with a 30 day share price return of 13.22% decline and a year to...

In March 2026, Atour Lifestyle Holdings reported past fourth-quarter 2025 revenue of CNY 2,787.83 million and net income of CNY 480.34 million, alongside full-year 2025 revenue of CNY 9,790.16 million and net income of CNY 1,620.99 million, while completing a US$46.00 million buyback of 1,250,987 shares. The company also issued guidance for 2026 calling for total net revenue growth of 20% to 24% versus 2025, highlighting management’s confidence in its expansion and earnings profile. Against...

Sidus Space (SIDU) is in focus as investors watch two near term events: its March 31, 2026 fourth quarter and full year 2025 earnings call, and its recent CFO presentation at the SATELLITE 2026 conference. See our latest analysis for Sidus Space. At a share price of $2.70, Sidus Space has seen a 30 day share price return of 28.57% and a 90 day share price return of 39.90%. However, its year to date share price return is a 37.64% decline and the 3 year total shareholder return is a 94.94%...

Wondering if ONE Gas at around US$85.79 is priced for opportunity or already fully valued? This article walks through the key signals that matter for you. The stock has delivered a 10.8% return year to date and 20.4% over the last year, which sits against a modest 0.5% move over the past month and a 0.4% decline over the last week. Recent coverage has focused on ONE Gas as a regulated gas utility, highlighting its role in providing essential services and the way investors often look to such...

Investors may be wondering whether Protagonist Therapeutics at around US$102 still offers value, or if most of the opportunity is already priced in. The stock has posted returns of 0.5% over the last 7 days, 16.9% over the last 30 days, 17.2% year to date and 106.7% over the last year. This naturally raises questions about how much of the story is already reflected in the share price. Recent news flow around Protagonist Therapeutics has focused on its progress as a biotech name and how the...

Why the Aurora Networks partnership is drawing attention Aurora Networks, a Vistance Networks (VISN) business, is partnering with HUBER+SUHNER to deploy a next generation Remote PHY solution for Vodafone Germany. The collaboration supports multi gigabit service and wider cable network expansion. See our latest analysis for Vistance Networks. The partnership news comes as Vistance Networks trades at $18.31, with a 7 day share price return of 2.69% and a one year total shareholder return of...

Earlier this week, EnerSys announced it will close its legacy lead-acid battery plant in Tijuana, Mexico, shifting most production to its advanced Thin Plate Pure Lead facility in Springfield, Missouri, a move expected to incur about US$37.00 million in pre-tax charges and target roughly US$20.00 million in annual pre-tax benefits from fiscal 2028. The decision highlights EnerSys’ push to concentrate manufacturing in higher-technology, U.S.-based operations while managing restructuring...

What triggered fresh attention on PG&E stock? PG&E (PCG) is back on investors’ radar after UBS and JPMorgan issued upbeat research views tied to wildfire policy changes, potential legislation focused on liability, and the company’s recent wildfire prevention track record. See our latest analysis for PG&E. The recent analyst upgrades and regulatory updates around dam safety and emergency planning come after a mixed price pattern, with a 10.15% 90 day share price return and a 52.79% five year...

Recently, Leidos’ QTC Health Services expanded its use of mobile clinics, telehealth, and AI-enabled tools to improve healthcare access for rural U.S. communities, while analysts highlighted upcoming quarterly earnings expectations and evolving short‑term business trends. At the same time, Leidos’ growing backlog, efficiency gains, and share repurchases point to a business model increasingly oriented around technology-driven services and long-term contract visibility. We'll now examine how...

A. O. Smith (AOS) is back on investors’ radar after recent trading left the shares with mixed short term performance, including a 1 day decline and a gain over the past week. See our latest analysis for A. O. Smith. The recent 1 day share price decline of 1.93% and 30 day share price return of negative 15.01% sit against a more muted 1 year total shareholder return of 0.08%. This suggests that shorter term momentum has faded even as longer term outcomes have been relatively flat. If you are...

Visa (NYSE:V) introduced an Enhanced Subscription Manager, built with partner Pinwheel, to let consumers manage and cancel recurring payments directly inside their banking apps. The new service gives users tools to review, switch, and stop subscription charges without leaving their primary banking interface. Visa is positioning this feature as a way for issuers to deepen engagement while helping reduce unwanted charges and potential disputes tied to recurring billing. For Visa,...

Vistra (VST) has filed a formal protest at the Federal Energy Regulatory Commission, arguing that PJM Interconnection’s latest compliance plan on co located facilities could delay critical digital infrastructure and affect resource adequacy. See our latest analysis for Vistra. Vistra’s recent protest comes after a period where the share price has pulled back, with a 7 day share price return of 9% and a 30 day share price return of 11.26%. The latest close sits at US$152.30 and the 1 year...

Wondering if Hamilton Lane at around US$97.53 is starting to look interesting on value, or if the market is still pricing in too much optimism. The stock is down 3.4% over the past week, 4.1% over the past month and has fallen 28.6% year to date and 34.2% over the last year, even though the 3 year and 5 year returns sit at 43.7% and 16.9% respectively. Recent headlines have focused on Hamilton Lane's role in private markets and its position in the broader capital markets space. This helps...

Enphase Energy, Inc. recently introduced its AI‑driven IQ® Energy Management platform for Australia and New Zealand, integrating with Enphase solar and IQ® Battery systems to manage variable electricity rates and select third‑party electric water heaters and EV chargers through the Enphase App. This launch highlights Enphase’s push to deepen its software and energy management capabilities, potentially making its residential systems more useful in highly electrified markets. Next, we’ll...