U.S. Mortgage REITs Stock News

Recent performance and business snapshot Tri Pointe Homes (TPH) has drawn investor attention after a series of strong recent returns, including around 27% over the past day, 31% over the past week, and just over 50% in the past 3 months. The homebuilder, headquartered in Incline Village, Nevada, designs, constructs, and sells single family attached and detached homes across the United States. It also offers mortgage financing, title and escrow, and property and casualty insurance agency...

In February 2026, Lyft reported full-year 2025 results showing US$6,316.26 million in sales and very large net income, while also announcing a new US$1 billion Class A share repurchase program and filing a US$337.72 million shelf registration for 20,042,798 ESOP-related shares. At the same time, weaker-than-expected quarterly guidance and widespread coverage of two fatal shootings of Lyft drivers in Cleveland raised fresh questions about the balance between growth, profitability and safety...

Dividend increase puts income profile in focus NextEra Energy (NEE) has lifted its regular quarterly dividend to US$0.6232 per share, a 10% year over year increase, and reiterated plans for continued dividend per share growth through 2028. See our latest analysis for NextEra Energy. Beyond the dividend news, NextEra Energy’s shares have been firming up, with a 30-day share price return of 12.16% and a year to date gain of 15.90%, while the 1-year total shareholder return of 42.11% points to...

Why Caesars Entertainment Stock Is Back on Investors’ Radar Caesars Entertainment (CZR) has been drawing attention after a stretch of negative returns, with the stock down over the past month, past 3 months, and year, prompting fresh questions about its current pricing. See our latest analysis for Caesars Entertainment. With the share price at US$18.14, Caesars Entertainment has seen a 25.5% 1 month share price decline and a 54.4% 1 year total shareholder return loss. This suggests momentum...

CareDx, Inc. recently reported pivotal clinical validation results from its ACROBAT study for AlloHeme, an AI- and NGS-based blood test that predicts relapse in acute myeloid leukemia and myelodysplastic syndromes after allogeneic hematopoietic cell transplant, showing high sensitivity, specificity, and earlier relapse detection than traditional methods. This successful validation of AlloHeme marks a meaningful broadening of CareDx’s Transplant+ platform beyond solid organ transplantation...

Why DRDGOLD’s updated production guidance matters now DRDGOLD (DRD) updated investors on 9 February 2026, saying it is trending toward the upper end of its 140,000 to 150,000 ounce production guidance for the year to 30 June 2026. The company also reiterated expected cash operating costs of about R995,000/kg, with unit costs anticipated to stay within the guided range. This gives investors a clearer picture of potential output and cost discipline for the current financial year. See our latest...

Acadia Realty Trust (AKR) has wrapped up FY 2025 with fourth quarter revenue of US$106.7 million and basic EPS of US$0.04, alongside funds from operations of US$41.6 million, which is a key earnings gauge for REIT investors. The company has seen quarterly revenue move from US$92.8 million in Q4 2024 to US$106.7 million in Q4 2025, while basic EPS shifted from US$0.07 to US$0.04 over the same period. Investors may now weigh the solid top line momentum against margins that are likely to be...

NeoGenomics, NasdaqCM:NEO, has launched PanTracer Pro, a new diagnostic solution for clinicians treating advanced stage solid tumors. The offering combines broad genomic profiling and customized diagnostic testing into a single order with a focus on faster turnaround times. PanTracer Pro is designed to address fragmented testing workflows, treatment delays, and incomplete biomarker assessment in cancer care. NeoGenomics, trading at $11.38, has seen mixed share price performance, with a 30...

NextDecade’s Rio Grande LNG project at the Port of Brownsville continues to progress, with construction activity moving ahead. Peer operator Texas LNG has secured debt financing for a separate LNG facility at the same port, adding another major project to the area. These parallel developments concentrate more LNG infrastructure in Brownsville and could influence how NextDecade positions Rio Grande LNG over time. NextDecade, trading as NasdaqCM:NEXT, is pushing forward with Rio Grande LNG...

PC Connection (NasdaqGS:CNXN) has approved a substantial increase to its share repurchase authorization. The company also raised its quarterly dividend, signaling higher capital returns to shareholders. These changes represent material capital allocation decisions that could influence investor sentiment toward CNXN. PC Connection, a provider of IT solutions and services for businesses and public sector clients, is emphasizing higher capital returns at a time when many organizations continue...

Why AutoZone (AZO) Is Back in Focus Ahead of Earnings AutoZone (AZO) is back on traders’ screens after a recent share move tied to anticipation around its upcoming fiscal second quarter earnings, where margins, pricing, and demand trends are front and center. See our latest analysis for AutoZone. The recent 1-day share price return of 1.83% and 7-day share price return of 4.81% highlight how anticipation around the March 3 earnings call, store expansion plans, and ongoing buybacks are feeding...

Cushman & Wakefield (CWK) has been in focus after a series of senior hires across its capital markets and occupier advisory businesses, prompting investors to reassess how fresh leadership might influence the stock. See our latest analysis for Cushman & Wakefield. Despite the flurry of senior hires and business wins, Cushman & Wakefield’s recent share price performance has been weak. The 7 day share price return is 20.24% and the 30 day share price return is 25.06%, while the 1 year total...

In February 2026, CTS Corporation reported fourth-quarter and full-year 2025 results that exceeded analyst expectations, with sales of US$541.32 million, net income of US$65.32 million, and a declared cash dividend of US$0.04 per share payable in April 2026 to shareholders of record as of March 2025. The company’s performance was driven by strong growth in diversified end markets such as medical and industrial, while management highlighted solid cash generation, active share repurchases, a...

If you are wondering whether Zoom Communications is still a compelling stock at today’s price, you are not alone. A closer look at what you are paying for each US$ of fundamentals can help frame that question. The share price last closed at US$92.60, with returns of 0.4% over 7 days, 14.4% over 30 days, 11.1% year to date, 8.8% over 1 year, 21.7% over 3 years and a 77.8% decline over 5 years. Taken together, these figures give a mixed picture of how the market has priced the stock over...

Earlier this month, Elastic launched Elastic Inference Service and new Jina.ai reranker models for Elasticsearch 9.3, giving self-managed customers on-demand access to cloud-hosted GPU inference while keeping their core data and infrastructure on-premises. By separating model inference from data residency and adding multilingual, low-latency reranking, Elastic is deepening its role in production-grade AI search and RAG workloads. Next, we’ll examine how Elastic Inference Service for...

Greg Abel, CEO of Berkshire Hathaway (NYSE:BRK.B), publicly backed Kraft Heinz’s decision to cancel its previously planned separation. Abel described the shift as a positive turnaround for Kraft Heinz and reaffirmed Berkshire’s commitment to the relationship. The comments highlighted closer alignment between Berkshire and one of its largest consumer holdings, with potential implications for how Berkshire interacts with other portfolio companies. Berkshire Hathaway sits at the center of...

News (NWSA) is back in focus after reporting quarterly results ahead of expectations. The company highlighted double digit profit growth in its Dow Jones and Digital Real Estate segments, as well as continued progress toward a more digital first revenue mix. See our latest analysis for News. The share price has pulled back recently, with a 30 day share price return showing a 13.45% decline and a year to date share price return showing a 13.25% decline. However, the 3 year total shareholder...

If you are wondering whether American Express shares still offer value after their long run, the key is to understand how the current price stacks up against a range of valuation checks. The stock last closed at US$337.50, with recent returns of 9.7% over 1 year, 97.3% over 3 years and 172.2% over 5 years. Over the past week and month the share price declined by 6.0% and 7.5% respectively, and year to date the return is 9.5% lower. Recent headlines around American Express have focused on its...

This article examines whether Centrus Energy, at around US$199 per share, is still priced attractively or whether most of the easy gains may already have occurred, by exploring what the current share price might imply about value. The stock has been volatile recently, with a 24.4% decline over the past week and a 39.8% pullback over the last 30 days. This comes even though the 1 year return stands at 74.7% and the 3 year return is approximately 4x. Recent moves have put fresh attention on...

Recent quarterly results and filings from HCA Healthcare (HCA) have drawn fresh attention to the stock, as the company reports higher revenue and net income for 2025 alongside ongoing investment in digital and AI capabilities. See our latest analysis for HCA Healthcare. Those headlines around strong 2025 results, new emergency facilities and heavier options activity have arrived alongside firm share price momentum, with a 15.13% 1 month share price return and a 72.15% 1 year total shareholder...

StepStone Group (NasdaqGS:STEP) has partnered with Utmost to offer UK clients access to evergreen global private markets strategies. The collaboration focuses on giving a wider range of UK investors exposure to diversified private markets portfolios. The partnership aligns with government-backed efforts in the UK to broaden access to private markets investing. For you as an investor, this move highlights how StepStone Group, a global private markets firm, is positioning its evergreen...

Several large research firms have recently reiterated their views on Monster Beverage (MNST), highlighting its strong free cash flow, 28% operating margin, and 37.3% return on invested capital as key factors in the current investment debate. See our latest analysis for Monster Beverage. Monster Beverage’s share price has climbed 13.42% over the past 90 days and 6.99% year to date, while its 1 year total shareholder return of 65.44% points to strong momentum building behind the story analysts...

Riot Platforms secured approval for a 10 year property tax abatement tied to its new Texas data center. The company named Advanced Micro Devices as the first tenant at the facility, signaling early commercial traction. The project is intended to support both data infrastructure services and institutional scale Bitcoin mining activity. Riot Platforms, traded as NasdaqCM:RIOT, is pushing further into large scale infrastructure with this Texas build out while still tying the project to its...

If you are wondering whether Goldman Sachs Group is still attractively priced after its recent run, you are not alone. This article will walk through what the current share price might be implying about value. The stock last closed at US$905.14, with returns of 39.8% over 1 year, 164.8% over 3 years and 223.0% over 5 years. The past month and year to date show declines of 5.9% and 1.0%, and there has been a 2.5% decline over the last week. Recent market attention around large US financial...