U.S. Mortgage REITs Stock News

Fidelis Insurance Holdings recently reported that its net premiums earned expanded at an annualized 17.1% pace over the past two years, alongside forecasts for 8.9% revenue growth and 29.1% book value per share growth over the next year, highlighting stronger underwriting activity and balance sheet improvement. This combination of rapid premium expansion and projected book value gains suggests Fidelis may be strengthening its competitive position in specialty insurance and reinsurance...

In early February 2026, OneMain Holdings reported higher fourth-quarter 2025 net income of US$204 million and full-year net income of US$783 million, alongside net charge-offs of US$492 million that were modestly above the prior year. The company also reaffirmed its focus on shareholder returns with a US$1.05 quarterly dividend and completion of additional share repurchases totaling over US$70 million across two programs. Now we’ll examine how stronger earnings alongside a fresh US$1.05...

Kaz Nejatian has been appointed CEO of Opendoor Technologies, and the company also announced upgrades to its AI tools and marketplace operations. Co founders are returning to the board, signaling a refreshed governance setup alongside these operational changes. The moves come as institutional investors increase their exposure to Opendoor, with shares of NasdaqGS:OPEN recently trading at $4.69. For investors watching NasdaqGS:OPEN, this leadership reset comes after a mixed share price...

Palo Alto Networks (NasdaqGS:PANW) has completed its $25b acquisition of CyberArk, adding identity security as a core part of its platform. The deal brings human and machine identity protection into Palo Alto Networks' broader cybersecurity offering. The company also announced plans for a secondary listing on the Tel Aviv Stock Exchange, expanding its presence in Israel. Palo Alto Networks is best known for its network and cloud security platforms, and CyberArk is widely associated with...

Harley-Davidson (HOG) has wrapped up FY 2025 with a bumpy finish, as Q4 revenue came in at US$496.2 million and the company reported a loss per share of US$2.44, compared to a Q3 stretch that featured US$1.3 billion in revenue and EPS of US$3.13. Over the past few quarters, revenue has moved from US$1.3 billion in Q1 2025, to US$1.3 billion in Q2 and US$1.3 billion in Q3, before easing back to US$496.2 million in Q4. EPS ranged from US$1.07 in Q1 to US$0.89 in Q2 and US$3.13 in Q3, and then...

If you are wondering whether Westlake is offering fair value at its current share price, you are not alone. This article is designed to help you weigh that up in a clear, structured way. The stock last closed at US$99.12, with recent returns of 9.0% over 7 days, 19.1% over 30 days, 33.7% year to date, and a 9.5% decline over 1 year alongside a 15.7% decline over 3 years and a 21.8% gain over 5 years. Recent share price moves sit against a backdrop of ongoing interest in materials and...

Fiserv (FISV) has wrapped up FY 2025 with fourth quarter revenue of US$5.3b and basic EPS of US$1.51, alongside trailing twelve month revenue of US$21.2b and EPS of US$6.34 that frame the full year picture. Over recent periods the company has seen quarterly revenue range from US$5.1b to US$5.5b, while basic EPS has moved between US$0.98 and US$1.86. This gives you a clear view of how the top line and per share earnings have tracked into the latest print. With a trailing net margin of 16.4%...

nVent Electric (NYSE:NVT) is targeting acquisitions focused on AI data center infrastructure following record financial results. The company is actively evaluating deals to expand its portfolio in electrical and protection solutions tied to AI driven buildouts. Management has outlined an outlook through 2026 that includes potential corporate actions to deepen exposure to data center demand. nVent Electric focuses on electrical connection and protection solutions that sit behind critical...

Amdocs announced that CEO Shuky Sheffer will retire, and long-time executive Shimie Hortig is set to become Chief Executive Officer. The company also approved an increase in its quarterly dividend, signaling an adjustment to its shareholder return policy. These updates arrive as Amdocs (NasdaqGS: DOX) trades at a share price of $73.13. Amdocs (NasdaqGS: DOX) is going through a leadership handover at the top at the same time its share price has been under pressure. The stock is at $73.13,...

If you are trying to work out whether Apellis Pharmaceuticals is attractively priced or not, the recent share price and valuation checks give you a lot to think about. The stock last closed at US$22.58, with returns of a 3.2% decline over 7 days, 17.3% decline over 30 days, 12.7% decline year to date, 20.9% decline over 1 year, 56.3% decline over 3 years and 49.5% decline over 5 years. Recent news around Apellis has kept attention on how the market is reassessing risks and opportunities for...

lululemon athletica (LULU) just introduced its Unrestricted Power collection in North America, built around the new PowerLu fabric and designed for heavy lifting and high intensity training. See our latest analysis for lululemon athletica. The Unrestricted Power launch lands at a time when lululemon athletica’s share price has been under pressure, with a 30 day share price return of 11.42% decline and a year to date share price return of 14.32% decline, while the 1 year total shareholder...

In early February 2026, Credo Technology Group Holding Ltd. preannounced third-quarter fiscal 2026 revenue of US$404 million to US$408 million, raised full-year guidance to reflect very large year-on-year growth, and reported surging demand for its AI-focused high-speed connectivity products. Around the same time, Credo’s Toucan PCIe 6.0-capable retimer earned PCI-SIG compliance at 32.0 GT/s, underscoring the company’s role in enabling next-generation AI and data center architectures across...

Kyndryl Holdings: context for recent share performance Kyndryl Holdings (KD) has been drawing attention after a difficult run for the stock, with returns over the past month, past 3 months and year all in negative territory despite the company reporting positive net income. See our latest analysis for Kyndryl Holdings. The latest 1 day share price return of 5.0% only partially offsets a steep 7 day share price decline of 49.9% and 30 day share price decline of 59.2%. At the same time, the 1...

Qualcomm is reporting significant operational headwinds as a global memory chip shortage constrains smartphone production and handset revenue forecasts. Management and industry analysts describe broad supply chain challenges, with key OEMs, particularly in China, cutting chipset inventories. The company is pursuing diversification, completing acquisitions and expanding its presence in automotive and IoT to counter handset market pressure. These developments are influencing Qualcomm’s outlook...

QuantumScape recently inaugurated its Eagle Line pilot production platform in San Jose, showcasing its highly automated Cobra process for manufacturing the company’s proprietary solid-state battery separator and supplying cells for customer testing and integration work. At the same time, the boardroom is evolving, with co-founder Prof. Dr. Fritz Prinz retiring and veteran finance executive Geoffrey Ribar joining as a director, potentially reshaping oversight as QuantumScape moves toward...

Blackstone (BX) is back in focus after joining Coatue Capital to extend a $10b private credit facility to Australian startup Firmus Technologies, backing large scale AI focused data center expansion. See our latest analysis for Blackstone. Despite headlines around AI focused credit and possible deals such as the CitiusTech stake and a potential Interplex ICT sale, Blackstone’s recent share price return has been weak, with a roughly 15% decline year to date and a 16% total shareholder return...

DHT Holdings, Inc. ( NYSE:DHT ) will increase its dividend from last year's comparable payment on the 26th of February...

Labcorp Holdings Inc.'s ( NYSE:LH ) investors are due to receive a payment of $0.72 per share on 12th of March. This...

Varonis Systems, Inc. ( NASDAQ:VRNS ) shareholders that were waiting for something to happen have been dealt a blow...

First Horizon Corporation ( NYSE:FHN ) will increase its dividend from last year's comparable payment on the 1st of...

Green Plains Inc. recently reported fourth-quarter 2025 results showing sales of US$428.85 million, down from US$584.02 million a year earlier, but with net income improving to US$11.94 million from a net loss of US$54.94 million. Despite lower ethanol and coproduct volumes across the quarter and full year, the company returned to quarterly profitability, indicating that cost controls and operational efficiencies played a key role in its earnings turnaround. We’ll now examine how this return...

If you are wondering whether CVB Financial's current share price fairly reflects its potential, you are not alone. A closer look at its valuation tools can help you frame that question more clearly. The stock last closed at US$20.92, with returns of 2.8% over the past week, 7.9% over the past month, 12.1% year to date and 5.7% over the past year, while the 3 year return is negative 0.7% and the 5 year return is 20.9%. Recent news coverage has focused on CVB Financial's position among...

Liberty Energy (LBRT) has moved to the forefront of investor attention after completing a US$700 million zero coupon senior unsecured convertible notes offering. The company expanded a previously announced US$500 million deal and reshaped its capital structure. See our latest analysis for Liberty Energy. Despite a 23.03% 1 month share price return and a 49.66% 3 month share price return, Liberty Energy has seen some near term volatility. The stock recorded a 3.85% 1 day share price decline...

United Rentals, Inc. recently reported fourth-quarter and full-year 2025 results, issued 2026 revenue guidance of US$16.8–US$17.3 billion, raised its quarterly dividend by 10% to US$1.97 per share, and authorized a new US$5.00 billion share repurchase program, while later appointing Alexander Taussig to its board, bringing the total to 11 directors. Together, the large buyback authorization, dividend increase, and addition of a venture capital board partner highlight management’s current...