U.S. Mortgage REITs Stock News

Workiva (NYSE:WK) reported quarterly results that surpassed its own revenue and EPS guidance. The company highlighted strong annual recurring revenue growth across its cloud-based platform. Management pointed to evidence of sustainable profitability and improved operating leverage in the period. Workiva runs a cloud platform that helps companies manage complex reporting, compliance, and data workflows across finance, risk, and ESG. These latest results come as more enterprises look for...

NIO Inc. reported that in February 2026 it delivered 20,797 vehicles, a 57.6% year-over-year increase, taking cumulative deliveries to 1.05 million and underlining rising contributions from its NIO, ONVO, and FIREFLY brands. The company also surpassed 100 million cumulative battery swaps and attracted over RMB 2.26 billion of new capital into its intelligent-driving chip unit, underscoring efforts to deepen its energy ecosystem and in-house technology capabilities. With February’s strong...

Innovative Industrial Properties (IIPR) has drawn fresh attention after recent share price moves, with gains over the past month and the past 3 months prompting investors to reassess its real estate investment trust profile. See our latest analysis for Innovative Industrial Properties. At a latest share price of $56.66, the 1 month share price return of 17.43% and 3 month share price return of 11.38% sit against a 1 year total shareholder return decline of 10.19%. This suggests recent...

How Tennant’s Recent Share Performance Frames the Investment Question Tennant (TNC) has seen its share price under pressure, with a roughly 20% decline over the past month and a weaker past 3 months. This has put recent performance firmly on investors’ radar. See our latest analysis for Tennant. That recent 20% slide over 30 days sits against a 15.04% year to date share price decline and a 23.04% 1 year total shareholder return loss. This suggests momentum has faded as investors reassess...

J. M. Smucker (NYSE:SJM) has added Woo-Sung (Bruce) Chung and David Singer to its Board of Directors. The appointments bring additional financial, operational, and branded food industry experience to the company. The board changes come as the company continues to work through major acquisitions and portfolio reshaping. J. M. Smucker, known for its packaged food and beverage brands, is in a period of active portfolio tuning that includes large recent acquisitions and ongoing optimization...

Viatris (NasdaqGS:VTRS) has had its supplemental New Drug Application for MR-141 (phentolamine ophthalmic solution 0.75%) accepted for FDA review to treat presbyopia. The filing seeks to expand indications within Viatris' ophthalmic franchise, targeting an age related vision condition that affects a broad patient group. FDA acceptance indicates the application has passed an initial completeness check and that regulators will now formally evaluate the submitted data package. For investors...

In late February and early March 2026, Celldex Therapeutics reported new positive Phase 2 data and open-label extension results for barzolvolimab in chronic spontaneous and inducible urticaria at the AAAAI Annual Meeting, alongside updated full-year 2025 financials showing revenue of US$1.55 million and a net loss of US$258.76 million. The latest findings showing high rates of repeated complete or partial responses after retreatment underscore barzolvolimab’s potential to address...

Okta (NasdaqGS:OKTA) is expanding its focus to include identity security for both human users and AI agents, including new products such as Auth0 for AI Agents. The company is extending its partnership with the PGA of America to secure access for professionals and fans while supporting AI powered digital experiences. Okta sits at the center of identity and access management, a segment that connects cybersecurity and application access for enterprises. As more companies test AI agents and...

Dividend increase and earnings miss set the stage for Waste Management Waste Management (WM) has lifted its quarterly dividend to $0.945 per share, payable on March 27, 2026, even as its Q4 earnings miss has put fresh focus on how investors price the stock. This combination of a higher cash return and a weaker earnings print gives you two immediate questions to think about: how sustainable the new payout might be, and whether recent price moves already reflect the earnings disappointment. See...

In late February and early March 2026, Siemens announced a verified industrial private 5G cybersecurity solution using Palo Alto Networks’ AI-optimized Next-Generation Firewall, while Mobile World Congress 2026 showcased new collaborations with Nokia, U Mobile, Aeris, and Celerway to extend AI and 5G security from data centers to the wireless and IoT edge. Together these alliances deepen Palo Alto Networks’ role inside critical infrastructure, industrial 5G and AI data centers, potentially...

United Airlines Holdings (NasdaqGS:UAL) has partnered with Neo Financial to launch a new co branded credit card for Canadian customers. The card is designed for the Canadian market and offers travel related perks including priority boarding, free checked bags, and accelerated miles earning for United flights. This move extends United's loyalty and rewards reach into Canada through a partnership with a local financial services provider. For investors watching airlines and travel adjacent...

Key business profile and recent share performance Global-E Online (GLBE) operates a cross border e-commerce platform that connects international shoppers with merchants worldwide, and its shares have shown mixed performance recently, including a roughly 3% gain over the past month. See our latest analysis for Global-E Online. At a share price of US$35.76, Global-E Online has seen a 5.49% 1 month share price return but a 12.05% 3 month decline. The 3 year total shareholder return of 32.69%...

YETI Holdings (NYSE:YETI) has appointed Scott Bomar as its new Chief Financial Officer. Bomar joins the company from The Home Depot, bringing financial and operational leadership experience. He succeeds long serving CFO Mike McMullen, marking a key change in YETI's executive team. YETI Holdings, known for its premium coolers, drinkware and outdoor gear, sits at the intersection of consumer brands and the broader outdoor recreation and lifestyle market. For investors watching branded...

BNY is accelerating its digital asset and blockchain efforts, rolling out new platforms and investing in digital finance firms. The bank is also moving forward with a public offering of new preferred stock. At the same time, BNY has been dismissed from a high profile lawsuit, reducing a legal overhang. BNY, traded as NYSE:BK, is pushing deeper into tokenization, AI driven automation, and digital asset infrastructure while still anchored as a major custodian bank. The stock trades at...

Recent share performance and business snapshot SailPoint (SAIL) has been on investors’ radar after recent trading showed mixed returns, with gains over the past week but declines over the past month, past 3 months, year to date, and the past year. The stock last closed at US$13.92, while the company reports annual revenue of US$1.02b and a net loss of US$629.84m. SailPoint delivers identity security solutions that help enterprises control and automate access policies across employees, third...

If you are wondering whether Sandisk is still worth considering after a huge run, this article will help you unpack what the current share price might be implying about the company’s value. The stock has pulled back with a 5.3% decline over the last 7 days and a 9.9% decline over the last 30 days, even after a very large 1 year return that is well over 10x and a 117.7% gain year to date from the last close of US$599.06. Recent headlines around Sandisk have focused on its position in the...

In its latest quarterly update, Forestar Group reported ongoing declines in lots sold, persistent negative free cash flow, and a falling return on invested capital, highlighting operational and financial pressures that have built over the past two years. These trends suggest Forestar’s reinvestment-heavy model is generating fewer attractive returns, raising questions about how effectively it can convert future growth opportunities into value for investors. Next, we’ll examine how Forestar’s...

Why Comfort Systems USA is on investors’ radar Comfort Systems USA (FIX) has drawn fresh attention after a strong period for the stock, with returns over the past month and past 3 months standing out against its recent history. See our latest analysis for Comfort Systems USA. The latest move takes Comfort Systems USA’s share price to US$1,430.38, and the 30-day share price return of 21.6% alongside a 42.5% year to date share price return suggests momentum is still building. The very large...

Why Chord Energy is back on investors’ radar Chord Energy (CHRD) is drawing fresh attention after a busy February update that combined softer 2025 earnings, detailed 2026 production guidance, and ongoing shareholder returns through dividends and share repurchases. See our latest analysis for Chord Energy. The share price has responded strongly to the February earnings, guidance and capital returns update, with a 1 month share price return of 18.0% and a year to date share price return of...

Campbell’s Company recently appointed Cassandra Green as Chief Supply Chain Officer, effective March 3, 2026, with responsibility for end-to-end supply chain, procurement, manufacturing, and now food safety and quality, reporting directly to President and CEO Mick Beekhuizen. Green’s expanded remit over total delivered costs, inflation mitigation efforts, and supply chain digitization underscores Campbell’s emphasis on making its operations a competitive advantage. Next, we’ll examine how...

Why TopBuild Is On Investors’ Radar Today TopBuild (BLD) is drawing fresh attention after recent share price pressure, with the stock showing negative returns over the past week, month, past 3 months, and year to date. Investors are reassessing what the current level implies for the installer and distributor of building materials. See our latest analysis for TopBuild. The recent 7 day share price return of a 13.15% decline and 30 day share price return of a 9.19% decline contrast with a 1...

JD.com has reported fourth-quarter 2025 results, with revenue rising slightly to CNY 352.28 billion while swinging from CNY 9.85 billion in net income to a CNY 2.71 billion net loss, resulting in basic and diluted losses per share from continuing operations. Alongside these results, JD.com’s push into AI-powered entertainment through its JoyAI-driven virtual idol group “十二姬” highlights a move to build new content ecosystems beyond its core eCommerce activities. We’ll now examine how JD.com’s...

Hawaiian Electric Industries (HE) is back in the spotlight after full year 2025 results showed a shift from a large prior year loss to a profit, helped by wildfire related settlements and regulatory approvals. See our latest analysis for Hawaiian Electric Industries. The earnings turnaround, wildfire settlement progress and approval of the wildfire safety plan seem to have shifted sentiment, with a 90 day share price return of 42.91% and a 1 year total shareholder return of 54.11%. However,...

Event context and recent trading performance Surgery Partners (SGRY) has been drawing investor attention after a stretch of mixed trading, with the stock up about 1% over the past day but showing weaker performance over the past week and month. Over the past 3 months and past year, returns have been negative, and the stock now trades near US$14.08. That backdrop is prompting closer scrutiny of the company’s fundamentals and current valuation signals. See our latest analysis for Surgery...