U.S. Mortgage REITs Stock News

NNN REIT (NNN) has put up another steady set of numbers, with Q3 FY 2025 revenue at US$230.2 million and basic EPS of US$0.51, while trailing twelve month revenue sits at US$906.3 million and basic EPS at US$2.09. The company has seen quarterly revenue move from US$216.8 million in Q2 FY 2024 to US$230.9 million in Q1 FY 2025 and US$226.8 million in Q2 FY 2025. Over the same period, quarterly EPS has ranged between roughly US$0.51 and US$0.58, which sets the stage for investors to focus on...

Kilroy Realty (KRC) has been drawing attention after a stretch of negative returns, with the stock down over the past week, month, and past 3 months. This has prompted investors to reassess its current valuation. See our latest analysis for Kilroy Realty. At a share price of US$32.22, Kilroy Realty has seen selling pressure build recently, with a 30-day share price return of 17.02% and a 90-day move of 22.64%. The 1-year total shareholder return of 2.40% and 5-year total shareholder return of...

Revvity (NYSE:RVTY) introduced several new discovery platforms and technologies at SLAS2026. The launches span high content screening, plate reading, and laboratory automation tools. The new products are designed to support faster drug discovery and streamlined lab workflows. Revvity, trading at around $101.1, is adding fresh products to its life sciences tools portfolio at a time when its 1 year return sits at a decline of 8.9% and its 3 year and 5 year returns show declines of 24.7% and...

DorianG (LPG) is back in focus after reporting third quarter results that showed higher revenue and net income year over year, alongside an irregular US$0.70 per share cash dividend to shareholders. See our latest analysis for DorianG. The strong third quarter update and irregular dividend appear to be feeding into already firm momentum, with a 15.49% 1 month share price return and a 54.24% 1 year total shareholder return. The 5 year total shareholder return of over 4x points to a powerful...

Hinge Health (HNGE) closed out FY 2025 with Q4 revenue of US$170.7 million and basic EPS of US$0.40, while trailing 12 month figures show revenue of US$587.9 million and a loss of US$528.3 million on a basic EPS of US$9.68. The company has seen quarterly revenue move from US$117.3 million in Q4 2024 to US$170.7 million in Q4 2025, with basic EPS shifting from US$1.98 to US$0.40 over the same periods. This sets up a story where higher sales are meeting mixed profitability and margins are very...

Varex Imaging (VREX) opened fiscal Q1 2026 with revenue of US$209.6 million and basic EPS of US$0.06, alongside net income of US$2.3 million. The trailing 12 month figures sit at US$854.4 million of revenue and a basic EPS loss of US$1.63 on net losses of US$67.7 million. Over recent quarters, revenue has moved between US$199.8 million and US$228.9 million, with basic EPS swinging from a loss of US$2.15 to a profit of US$0.29. This latest print lands in the middle of a wide profitability...

NiSource (NI) just posted another quarter of steady utility earnings, with Q3 FY 2025 revenue of US$1.3 billion and basic EPS of US$0.20, and trailing twelve month EPS of US$1.90 on revenue of US$6.3 billion, giving you a clear picture of its current earnings power. Over the past few quarters, revenue has ranged from US$1.1 billion to US$2.2 billion while quarterly EPS has moved between US$0.19 and US$1.01, feeding into that trailing net income of US$893.5 million. With earnings growth,...

Lattice Semiconductor (LSCC) just wrapped up FY 2025 with Q4 revenue of US$145.8 million and a basic EPS loss of US$0.06, compared with Q4 FY 2024 revenue of US$117.4 million and EPS of US$0.12. Over the last year, the company has seen quarterly revenue move from US$120.2 million in Q1 2025 to US$145.8 million in Q4, while basic EPS shifted from US$0.04 in Q1 to a loss in Q4, creating a mixed picture in which growth expectations coincide with compressed margins. See our full analysis for...

ServiceNow (NYSE:NOW) has entered a new partnership with global consulting firm Kearney to deliver enterprise-scale value through agentic AI and digital workflows. The collaboration focuses on embedding AI-powered automation into core operations and sharing case studies that show cost savings and operational improvements. The partnership aims to help organizations move beyond isolated AI experiments and apply AI across entire business processes. ServiceNow, known for its workflow...

Old Dominion Freight Line (NasdaqGS:ODFL) has approved a first quarter dividend increase. The company is raising its payout while the freight market remains challenging and recent earnings have been soft. The move extends Old Dominion Freight Line's pattern of returning capital to shareholders. Old Dominion Freight Line operates in the less than truckload segment, a part of freight where volumes and pricing can be sensitive to economic conditions. The decision to lift its dividend while the...

Analyst sentiment shift puts Biohaven (BHVN) in focus Recent analyst actions around Biohaven (BHVN), including higher consensus earnings estimates and a favorable Zacks Rank #2 rating, have put the biotech name back on many investors’ watchlists. See our latest analysis for Biohaven. Biohaven’s share price has been volatile, with a 7 day share price return of 7.2% and a 90 day share price return of 45.8%. However, the 1 year total shareholder return of a 72% decline shows that longer term...

Wondering if Envista Holdings is priced attractively or if the recent buzz has already been baked into the share price? This article is here to help you frame that question clearly before you make any decisions. The stock has recently been active, with returns of 27.9% over 7 days, 29.4% over 30 days, 39.5% year to date, and 45.1% over 1 year, compared to declines of 24.9% over 3 years and 20.6% over 5 years. These moves sit against a backdrop of ongoing interest in Envista Holdings within...

Nam Tai Property (OTCPK:NTPI.F) has just reported its latest financial results, but with no recent filings or detailed statements available, investors are largely flying blind on headline revenue, EPS, and year over year trends. With the stock trading at US$5.55, the market is effectively pricing the business on sentiment and expectations rather than clearly disclosed performance metrics. This can leave both upside and downside narratives wide open. In this kind of information gap, the key...

NMI Holdings (NMIH) has just wrapped up FY 2025 with fourth quarter revenue of US$180.7 million and basic EPS of US$1.23, supported by trailing twelve month revenue of US$706.4 million and EPS of US$5.01. The company has seen quarterly revenue move from US$166.5 million in Q4 2024 to US$180.7 million in Q4 2025, while basic EPS stepped from US$1.09 to US$1.23 over the same period. This sets up the latest print against an 8% earnings growth rate and a 55.1% trailing net margin. With that...

Earlier in February, Live Nation Entertainment began talks with the U.S. Department of Justice to resolve longstanding monopoly accusations without going to trial, seeking to address concerns around its Ticketmaster ticketing operations and broader live entertainment footprint. This move could materially influence how investors think about the company’s regulatory risk profile and the durability of its integrated concerts, ticketing, and venue model. We’ll now examine how Live Nation’s bid...

Oatly Group (NasdaqGS:OTLY) has laid out another tough quarter, with Q3 2025 revenue of US$222.8 million alongside a basic EPS loss of US$2.15 and net income excluding extra items at a loss of US$65.3 million. Over the past few quarters, the company has seen revenue move from US$202.2 million in Q2 2024 to US$214.3 million in Q4 2024 and then to US$222.8 million in Q3 2025. Quarterly basic EPS has ranged from a loss of US$1.02 in Q2 2024 to a loss of US$3.05 in Q4 2024 and a loss of US$2.15...

IPG Photonics unveiled its CROSSBOW MINI High-Energy Laser system at the Singapore Airshow 2026. The system targets the fast growing market for countering unmanned aerial systems with directed-energy solutions. The launch marks IPG Photonics' entry into defense and security applications for laser technology. For investors watching IPG Photonics (NasdaqGS:IPGP), the CROSSBOW MINI HEL system arrives at a time when the stock has shown strong recent momentum, with the share price at $110.9 and...

Radware (RDWR) just posted its FY 2025 third quarter numbers, reporting revenue of US$75.3 million and basic EPS of US$0.13, while net income excluding extra items was US$5.7 million. The company’s quarterly revenue increased from US$69.5 million in Q3 2024 to US$75.3 million in Q3 2025, with basic EPS moving from US$0.07 to US$0.13 over the same period. Trailing 12 month EPS stands at US$0.39 on net income of US$16.7 million. For investors, a key consideration is how durable these margins...

Martin Marietta Materials (MLM) just posted another busy quarter, reporting Q3 FY 2025 revenue of US$1.8 billion and basic EPS of US$5.99, alongside net income from continuing operations of US$361 million and US$53 million from discontinued operations. The company’s recent quarterly revenue moved from US$1.61 billion in Q4 FY 2024 to US$1.35 billion in Q1 FY 2025 and then to US$1.85 billion in Q3 FY 2025. Over the same period, basic EPS shifted from US$4.81 to US$1.90 and then to US$5.99,...

Match Group (MTCH) has become a focus for investors after its fourth quarter earnings, updated 2026 guidance, higher dividend, and completion of a sizeable buyback, combined with encouraging engagement trends at Tinder. See our latest analysis for Match Group. After these announcements, Match Group’s recent share price pattern has been mixed. The 7 day share price return of 2.55% compares with a 1 year total shareholder return decline of 5.5% and a 5 year total shareholder return decline of...

In early February 2026, Reddit reported fourth-quarter 2025 revenue of US$725.61 million and net income of US$251.6 million, issued first-quarter 2026 revenue guidance of US$595 million to US$605 million, authorized a US$1.00 billion open-ended share repurchase program, and filed a US$1.73 billion shelf registration linked to employee stock offerings. Separately, advertising automation platform Shirofune announced it had added Reddit Ads to its omnichannel interface, potentially making it...

Terex (TEX) has put fresh numbers on the board for FY 2025, with Q3 revenue at US$1.4b, basic EPS of US$0.99 and net income of US$65m setting the tone for how the year is shaping up. The company has seen quarterly revenue move from US$1.2b in Q3 2024 to US$1.5b in Q2 2025 and US$1.4b in Q3 2025, while basic EPS shifted from US$1.32 to US$1.10 and then US$0.99 over the same stretch. This gives a clearer view of how the top line and EPS are tracking through the cycle. With those trends on the...

Taylor Morrison Home (TMHC) just posted another set of solid numbers, with Q3 FY 2025 revenue at US$2.1b and basic EPS of US$2.05, anchored by net income of US$201.4m. Over recent quarters, the company has seen revenue move from US$2.0b in Q2 FY 2025 to US$2.1b in Q3 FY 2025. EPS has ranged between US$1.94 and US$2.35 across the last six reported periods, which is likely to prompt investors to focus closely on how margins are holding up through this part of the cycle. See our full analysis...

MasterBrand (MBC) just closed out FY 2025 with Q4 revenue of US$644.6 million and a basic EPS loss of US$0.33, while the trailing 12 months show basic EPS of US$0.65 on revenue of US$2.76 billion. Over recent quarters, the company has seen revenue move from US$667.7 million in Q4 2024 to a peak of US$730.9 million in Q2 2025, alongside quarterly EPS figures ranging between US$0.10 and US$0.29 before the latest loss. Investors are watching how these trends flow through to profitability. With...