U.S. Mortgage REITs Stock News

Emerson Electric recently delivered a total return of more than 21% since initial analyst coverage, raised its dividend by over 5% late last year, and is scheduled to report its first-quarter results and host an investor call on February 3, 2026. The unusually strong dividend increase, combined with investor focus on the upcoming earnings update, is sharpening attention on the company’s turnaround progress and capital return approach. Next, we’ll examine how this larger dividend increase may...

Autohome (ATHM) is back in focus after JPMorgan Chase & Co. cut its rating from overweight to neutral and reduced its outlook, just as the company announced a special dividend for shareholders. See our latest analysis for Autohome. At a share price of $23.09, Autohome’s recent moves, including crossing below its 200 day moving average and the JPMorgan downgrade, sit against a year to date share price return of 1.81% and a 1 year total shareholder return decline of 10.20%. This suggests near...

In early January 2026, Radware reported discovering ZombieAgent, a new zero-click indirect prompt injection vulnerability targeting OpenAI’s Deep Research agent, which could enable invisible data theft, persistent agent hijacking, and security control bypasses for enterprise users. By exposing a previously unseen attack path against AI agents, Radware is positioning itself at the forefront of securing emerging generative AI deployments for enterprises. Next, we’ll examine how Radware’s...

Gentex (GNTX) has attracted fresh attention after announcing the Ops-Core NOMAD System, a low-profile head harness designed to mount night vision and visual augmentation gear without traditional helmets for specialized military and law-enforcement users. See our latest analysis for Gentex. Despite the Ops-Core NOMAD launch highlighting Gentex’s defense and specialty gear capabilities, recent share price momentum has been muted, with a 30 day share price return of 1.53% and a 1 year total...

In early January 2026, Texas Instruments introduced new automotive semiconductors aimed at enhancing vehicle safety and supporting up to Level 3 autonomy, while also collaborating with Hubble Network and Afero to integrate global, low-power connectivity into its Bluetooth Low Energy and Wi‑Fi microcontrollers for large‑scale IoT deployments. These moves extend TI’s reach across automotive and IoT ecosystems by embedding connectivity, security, and edge AI directly into its chips, potentially...

In recent days, ESAB reported third-quarter earnings and revenue ahead of analyst expectations, raised its full-year guidance, and appointed AI expert Dr. Sébastien Martin to its Board of Directors to support the company’s artificial intelligence agenda. These developments underscore how ESAB is pairing stronger operational performance with an intensified AI focus at the board level, potentially influencing how it allocates capital and prioritizes growth initiatives. We’ll now explore how...

Liquidia Corporation recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, highlighting updates on its pulmonary hypertension franchise, including lead drug Yutrepia. Investor commentary points to Yutrepia’s early commercial traction and milestone progress, helped by its delivery and tolerability advantages over existing therapies, as a key driver of renewed attention on Liquidia. We’ll now examine how Yutrepia’s early sales momentum and clinical...

Array Digital Infrastructure (AD) is back in focus after closing a US$1.018b sale of spectrum licenses to AT&T and declaring a US$10.25 per share special cash dividend tied to that transaction. See our latest analysis for Array Digital Infrastructure. The AT&T spectrum deal and special dividend have arrived alongside a 17.38% 90 day share price return and a 29.40% 1 year total shareholder return, while the 3 year total shareholder return above 250% suggests recent momentum rather than fading...

In recent days, Great Lakes Dredge & Dock reported stronger investor interest as government-backed coastal protection and dredging opportunities, an improving project backlog, and a roughly US$50.0 million share repurchase program drew attention to its business outlook. Upward revisions to near-term earnings forecasts suggest analysts see these factors as supportive for the company’s operations, highlighting the importance of government-funded infrastructure work to its revenue base. Now,...

The New York Times Company recently outlined new initiatives to expand its digital subscription offerings, upgrade its podcast and audio products, and deepen relationships with luxury and technology advertisers as part of an updated growth plan. This push into higher-value digital content and more targeted advertising could reshape how the company balances subscription revenue with premium ad partnerships. Next, we’ll examine how this expanded focus on podcasts, audio, and premium digital...

Earlier this week, EMCOR Group highlighted strong underlying performance, with robust recent revenue expansion and rapid earnings per share growth supported by active share repurchases. These trends suggest EMCOR is gaining share and using its balance sheet proactively, helping to shape how investors assess its long-term potential. With EMCOR’s earnings per share growth amplified by buybacks, we’ll now examine how this development reshapes the company’s broader investment narrative. Outshine...

Tractor Supply Company recently opened its 2,400th store in Aiken, South Carolina, as part of plans to add 100 new locations in 2026, while continuing community-focused efforts such as supporting Aiken Equine Rescue with a US$2,400 donation. Soon after this expansion milestone, Truist Securities downgraded Tractor Supply to a Hold rating, citing proprietary card data that pointed to softening sales trends and competitive pressures despite the company’s growth plans. We’ll now examine how...

Recently, Murphy USA approved a new CEO pay package for Mindy K. West, effective January 2026, alongside three-year retention equity awards in the form of time-based restricted stock units for four senior executives to support leadership stability during the CEO transition. This leadership-focused compensation reset highlights how the board is prioritizing continuity and executive retention at a time when investors are closely watching governance and succession execution. Next, we’ll examine...

In recent weeks, Target Corporation has faced heightened attention as CEO Brian Cornell prepares to step down in February 2026 amid ongoing operational challenges, including weak discretionary demand, inventory issues and declining comparable sales. At the same time, activist hedge fund Toms Capital is pressing for change, increasing pressure on Target’s leadership team and sharpening investor focus on the company’s turnaround efforts. We’ll now examine how the CEO transition and rising...

Arista Networks (ANET) is back in focus after a cluster of upbeat analyst calls highlighted its role in the AI infrastructure buildout, along with fresh product launches in campus networking and AI driven software platforms. See our latest analysis for Arista Networks. Those upbeat calls have arrived while the share price has been choppy, with a 7 day share price return of 5.19%, a 90 day share price return decline of 11.04%, and a very large 5 year total shareholder return of 575.12%. This...

Skyward Specialty Insurance Group (SKWD) has expanded its E&S Property offering by adding Excess coverage. This move is aimed at supporting layered programs for technically complex, non catastrophe property risks and aligns with its "Rule Our Niche" focus. See our latest analysis for Skyward Specialty Insurance Group. Recent moves such as the new Excess E&S Property coverage and the term loan facility to support an acquisition come at a time when the 1 month share price return is a 9.09%...

Earlier in January 2026, Essent Group Ltd. announced a new US$500 million share repurchase authorization running through the end of 2027, with its Chairman and CEO underscoring the company’s strong capital position and continued discipline in mortgage insurance underwriting and risk management. This combination of ongoing buybacks and steady mortgage insurance operations highlights how Essent is using its capital strength to reinforce shareholder-focused capital allocation and long-term...

ASP Isotopes Inc. recently completed its acquisition of Renergen Limited, appointing Renergen CEO Stefano Marani as President, Electronics and Space, and COO Nick Mitchell as Co-Chief Operating Officer, while multiple law firms began investigating potential fiduciary duty breaches and securities issues tied to allegations about the company’s nuclear fuel technology disclosures. This combination of integration of helium and natural gas operations with ASP Isotopes’ enrichment technology and...

Guidance highlights for IMCIVREE driven revenue Rhythm Pharmaceuticals (RYTM) recently issued preliminary 2025 guidance that puts IMCIVREE at the center of the story, with management flagging sharp year over year gains in both quarterly and full year net product revenue. The company expects IMCIVREE net product revenue of about US$57 million for the fourth quarter of 2025, based on unaudited figures, which it says is an 11% sequential increase versus the third quarter. For the full year 2025,...

Earlier this month, UBS reported that Universal Health Services’ management expects no material impact from New York’s new Medicaid restrictions and the company extended CEO Marc D. Miller’s contract through 2029 with an updated base salary and performance-based bonus structure. This combination of limited exposure to a policy headwind affecting peers and clear leadership continuity offers investors additional context on UHS’s operating risk profile and governance stability. Next, we’ll...

Why CareTrust REIT’s latest expansion and leadership moves matter for investors CareTrust REIT (CTRE) has expanded its portfolio with a US$142 million acquisition of six Mid Atlantic skilled nursing facilities, while also announcing a series of senior promotions and new hires across investments, asset management and data. The acquired facilities, totaling 532 licensed beds, are leased to a new tenant under a long term triple net structure with inflation based rent escalators and renewal...

NovaBay Pharmaceuticals (NBY) has reshaped its story with a private placement of pre funded warrants totaling about US$134 million, largely paid in digital assets, and a pivot toward a SKY token focused treasury model. See our latest analysis for NovaBay Pharmaceuticals. The financing news comes after a very sharp 30 day share price return of 178.68% and a very large 1 year total shareholder return, although the 3 and 5 year total shareholder returns are still deeply negative, so long term...

Annexon, Inc. recently submitted a Marketing Authorization Application to the European Medicines Agency for tanruprubart, a first-in-class antibody targeting complement-driven inflammation in Guillain-Barre syndrome, supported by randomized Phase 3 data and ongoing FORWARD study observations. This move underscores Annexon’s focus on severe neuroinflammatory diseases with limited treatment options, aiming to position tanruprubart as a potential new standard of care in GBS. We’ll now examine...

Artisan Partners Asset Management (APAM) is back in focus after analyst commentary pointed to a positive Earnings ESP and a track record of earnings beats, along with fresh data on its assets under management. See our latest analysis for Artisan Partners Asset Management. At a share price of US$44.31, Artisan’s recent movement has been relatively steady, with a 30 day share price return of 6.8% and a year to date share price return of 7%. The 1 year total shareholder return of 12.19% and 3...