U.S. Mortgage REITs Stock News

Why GoDaddy (GDDY) is on investors’ radar today GoDaddy (GDDY) has come into focus after a recent stretch of negative returns, with the stock down over the past week, month, and past 3 months, prompting closer attention to its underlying business performance. At a last close of US$104.46, the company sits against a backdrop of reported annual revenue of US$4.87b and net income of US$828.5m. This offers investors a snapshot of its current scale in cloud-based applications and core domain...

USA Compression Partners, LP recently declared a fourth-quarter 2025 cash distribution of US$0.525 per common unit (US$2.10 annualized), payable on February 6, 2026 to unitholders of record as of January 26, 2026, and scheduled its fourth-quarter earnings release and conference call for February 17, 2026. Together with new financing agreements linked to a recent acquisition, these announcements highlight USA Compression Partners’ focus on supporting its distribution while reinforcing its...

In recent days, Scotiabank downgraded Douglas Emmett Inc. from Sector Outperform to Sector Perform, while other brokers also lowered their ratings, citing weaker office leasing and soft occupancy trends across key Los Angeles properties. This cluster of downgrades highlights how concentrated exposure to the Los Angeles Westside office market can magnify the impact of slower leasing recoveries on a single REIT. Next, we’ll examine how these analyst concerns about office leasing momentum could...

In January 2026, AerCap Holdings N.V. announced it had signed purchase and leaseback agreements with Virgin Atlantic for six new Airbus A330-900 aircraft from the airline’s existing orderbook, with deliveries scheduled between the second quarter of 2026 and the fourth quarter of 2027. This transaction, alongside recent endorsements from prominent investment funds and analyst upgrades, underscores AerCap’s perceived advantages in financing modern, fuel-efficient fleets through long-term...

Entegris, Inc. recently declared a quarterly cash dividend of US$0.10 per share, payable on February 18, 2026 to shareholders of record as of January 28, 2026, underscoring its continued commitment to returning cash to investors. This dividend declaration, combined with increased analyst optimism about Entegris’ role in the semiconductor supply chain, highlights how income returns and confidence in its materials portfolio are shaping market perceptions of the company. We’ll now examine how...

Ultra Clean Holdings (UCTT) has been in focus after quarterly results beat analyst expectations and highlighted firm gross margins, while its role in the AI chip supply chain and a high profile Needham conference appearance drew fresh investor attention. See our latest analysis for Ultra Clean Holdings. The share price has moved sharply, with a 30 day share price return of 81.76% and a year to date share price return of 60.14%, while the 1 year total shareholder return of 13.22% and 5 year...

Analysts recently projected that Banner Corporation will report quarterly earnings of US$1.46 per share, up 9.8% from a year earlier, with revenue rising 6% to US$170.27 million, reflecting expectations for better net interest margin and efficiency despite higher non-performing assets and loans. This more optimistic near-term view contrasts with Banner’s weaker longer-term track record, where net interest income growth and earnings per share trends have lagged while revenue stayed flat,...

Westinghouse Air Brake Technologies (WAB) is back in focus after securing a US$386 million follow on order from New York's MTA for hybrid work locomotives, alongside improving analyst sentiment. See our latest analysis for Westinghouse Air Brake Technologies. The news flow around Westinghouse Air Brake Technologies has been busy, with the MTA hybrid locomotive order and upcoming Q4 2025 results sitting alongside improving analyst sentiment. The share price reflects that interest, with a 30...

Stagwell recently carved out its SPORT BEACH activation into a standalone business unit, appointing Beth Sidhu as CEO while she continues as Chief Brand and Communications Officer until a successor is named. The move formalizes SPORT BEACH as a dedicated sports marketing platform aimed at scaling global events with partners including Diageo, NBCUniversal, and PepsiCo, potentially deepening Stagwell’s ties across brands, athletes, and creators. We’ll now explore how elevating SPORT BEACH into...

What Hagerty’s recent performance tells investors With no single headline event driving Hagerty (HGTY) into focus, recent trading and fundamentals give investors more to work with than news flow alone, especially if you follow specialty insurance and membership based models. The stock has been relatively flat over the past month, with a small one day pullback of about 0.8% and a 3% decline across the past week, while the past 3 months show an 11.8% gain. Year to date, the share price reflects...

Ouster recently presented at the 28th Annual Needham Growth Conference on January 15, 2026, at The Lotte New York Palace Hotel in New York, where CEO Angus Pacala, Senior VP of Strategic Finance & Treasurer Chen Geng, and CFO Kenneth P. Gianella addressed attendees. This high-profile conference appearance gave Ouster’s leadership a platform to communicate its roadmap and capital allocation priorities directly to institutional investors and analysts. We’ll now examine how Ouster’s Needham...

In recent days, RXO has come under fresh scrutiny as analysts flagged near-term margin pressure from rising spot rates and higher purchased transportation costs, even as some maintained positive views on its underlying business fundamentals. Adding complexity, insider share purchases by senior executives and AI-driven institutional trading signals have intersected with mixed analyst opinions, highlighting how sentiment is being shaped by both operational challenges and confidence in RXO’s...

In recent days, Boehringer Ingelheim announced a clinical collaboration with Jazz Pharmaceuticals to test a combination of zongertinib and Jazz’s bispecific HER2 antibody zanidatamab in a Phase 1b cohort for HER2-positive breast cancer, while Jazz also sold an FDA priority review voucher linked to its brain cancer drug Modeyso for US$200,000,000. These moves highlight Jazz’s push to monetise regulatory assets and deepen its oncology footprint through dual HER2-targeted approaches that could...

International Flavors & Fragrances (IFF) has caught investor attention after a recent stretch of positive share performance, with the stock up about 9% over the past month and roughly 12% in the past 3 months. See our latest analysis for International Flavors & Fragrances. That recent 9.2% 1 month share price return and 12.4% 3 month share price return comes against a weaker backdrop, with the 1 year total shareholder return at a 13.6% loss. As a result, the current momentum looks more like a...

Earlier this week, Mid-America Apartment Communities announced it will report fourth-quarter and full-year 2025 results on February 4, 2026, followed by a February 5 conference call to review performance and answer investor questions. Separately, BMO Capital upgraded its rating on the company, highlighting increased confidence in Mid-America Apartment Communities’ outlook as real estate conditions improve. With BMO Capital’s upgrade signaling heightened confidence in Mid-America Apartment...

Tyson Foods recently reported that over the past three years its sales have largely stagnated while earnings per share fell about 22.1% annually, reflecting weaker profitability under intense competitive pressure and a need to rethink growth drivers. What stands out is that revenue has been roughly flat even as earnings declined, implying the company is selling similar volumes but earning significantly less on each dollar of sales. We’ll now examine how Tyson’s stagnant sales and weaker...

What just happened with United Bankshares (UBSI)? Recent trading in United Bankshares (UBSI) has drawn attention, with the share price around $41.22 and a mix of short term and longer term returns that give investors fresh context for assessing the bank stock. See our latest analysis for United Bankshares. While the most recent 1 day move was marginal, the 7 day and 30 day share price returns of 1.43% and 2.36% sit alongside a 17.00% 90 day share price return, with 1 year, 3 year and 5 year...

Why Gap’s new entertainment push matters for shareholders Gap (GAP) is reshaping its brand playbook by appointing Pam Kaufman as Chief Entertainment Officer and opening a Los Angeles office, aiming to plug its apparel labels more deeply into entertainment and pop culture. For you as an investor, the key question is how this new Fashiontainment focus, built around content, licensing, and collaborations, fits alongside Gap’s existing value profile and recent share performance, and what it could...

Earlier in January 2026, ARMOUR Residential REIT reported a roughly US$20.00 billion, highly leveraged agency mortgage-backed securities portfolio and highlighted its liquidity, hedging approach, and double‑digit dividend yield, while JonesTrading/JonesResearch upgraded the stock to a buy rating. An unusual aspect of this update is that the company’s high price-to-earnings ratio sits well above the mortgage REIT industry average, even as the upgrade argues its shares look undervalued...

In early January 2026, Permian Resources Corporation filed new shelf registrations for Class A common stock totaling about US$1.49 billion, while simultaneously closing several prior ESOP-related offerings and withdrawing a previous universal shelf covering common stock, preferred stock, and warrants. This flurry of filings and closures, combined with ongoing ESOP activity, points to a continued focus on employee ownership and flexible capital-raising options. Next, we’ll examine how BofA...

Clean Harbors (CLH) is back in focus after a quarterly earnings report in which revenue of $1.55b grew 1.3% year on year but missed analyst expectations, alongside shortfalls in adjusted operating income and EPS. See our latest analysis for Clean Harbors. The earnings miss appears to have cooled enthusiasm in the very near term, with a 1-day share price return of -1.09%. However, momentum over the past month and quarter is still positive, with 30-day and 90-day share price returns of 11.04%...

In recent days, Advanced Energy Industries attracted heightened attention as several research firms upgraded their views, pointing to strong demand across data center computing, semiconductor power delivery, and a gradually improving industrial and medical business mix. Analysts also emphasized the company’s growing role in AI-driven data center power conversion and the potential for acquisitions to expand its industrial and medical revenue base and operating efficiency. We’ll now explore...

Why Hippocratic AI’s collaboration matters for Huron Consulting Group (HURN) Hippocratic AI’s new collaboration with Huron Consulting Group (HURN) focuses on applying generative AI to healthcare operations and patient support, a move that could draw fresh attention from health system clients. For you as an investor, the key point is how this relationship connects Huron’s consulting and managed services to concrete AI use cases such as care navigation after discharge, scheduling outreach, and...

Recently, Restaurant Brands International highlighted resilient quarterly revenue growth, stable operating margins, and ongoing multi-year initiatives, while also naming Matt Rubin as the new Chief Marketing Officer for Popeyes in the U.S. and Canada and scheduling a February 26, 2026 investor event in Miami to update stakeholders. This combination of leadership changes at Popeyes and a dedicated investor event underscores management’s focus on sharpening brand execution and providing...