U.S. Mortgage REITs Stock News

Great Lakes Dredge & Dock recently reported a strong quarter, highlighting solid project execution, high equipment utilization and a substantial dredging backlog extending well into 2026. An interesting aspect is that over 84% of this backlog comes from capital and coastal protection projects, which typically carry higher-margin profiles. Next, we’ll explore how this backlog skew toward higher-margin capital and coastal protection work shapes Great Lakes Dredge & Dock’s investment...

Quarterly momentum and why Ross Stores (ROST) is back on investor radar Ross Stores (ROST) is drawing attention after reporting 7% comparable store sales growth in Q3, along with plans for 90 new store openings in 2025, supported by disciplined expenses and a refreshed marketing push. See our latest analysis for Ross Stores. Those Q3 figures sit alongside a 17.0% 90 day share price return and a 26.7% one year total shareholder return. Together, these metrics point to momentum building around...

If you are wondering whether FirstEnergy's current share price still offers value, you are not alone. This article is built to help you line the price up against what the company might reasonably be worth. FirstEnergy's shares recently closed at US$47.34, with returns of 1.7% over 7 days, 4.6% over 30 days, 4.6% year to date, 23.9% over 1 year, 35.8% over 3 years, and 78.1% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent...

Investors may be wondering if Nexstar Media Group at around US$212 per share still offers value, or if most of the opportunity is already priced in. The stock has been relatively steady over the last week with a 0.3% decline. Its 1 year return of 44.4% and 5 year return of 97.5% may have shifted how investors think about its risk and reward profile. Recent attention around Nexstar has focused on its position in US media and broadcasting, as investors weigh how its station portfolio and...

In January 2026, American Express Global Business Travel, operated by Global Business Travel Group, Inc., refinanced and upsized its senior secured first lien term loan facility to US$1.49 billion, lowering its interest margin by 0.50% to SOFR plus 2.00% and extending maturity to July 26, 2031. The transaction not only cuts financing costs but also adds US$100 million of term debt capacity, increasing liquidity to fund AI initiatives, organic expansion and potential acquisitions under a...

In recent days, three analysts issued Buy ratings on United Community Banks, contributing to a consensus view of Moderate Buy and signaling heightened optimism around the bank’s outlook. This clustering of positive opinions is material because it can influence how a broad base of investors perceives United Community Banks’ earnings and growth potential relative to peers. We’ll now examine how this wave of Buy ratings shapes United Community Banks’ investment narrative and what it might...

Arbor Realty Trust (NYSE:ABR) released the tax classification details for its 2025 dividend distributions. The company stated that all dividends on its common stock will be treated as dividend income for tax purposes. No portion of the 2025 common stock dividends will be categorized as excess inclusion income for shareholders. Arbor Realty Trust focuses on real estate finance, with a business model that depends heavily on regular dividend payments to shareholders. For income focused...

Why Amgen (AMGN) Is Getting Attention Now Amgen (AMGN) is back on many watchlists after a period where its share price, recent returns and fundamentals, including revenue of US$35.97b and net income of US$7.01b, are drawing closer scrutiny from investors. See our latest analysis for Amgen. At a share price of US$341.88, Amgen’s recent 90 day share price return of 15.38% and 1 year total shareholder return of 23.68% indicate that momentum has been building over both shorter and longer...

Ollie's Bargain Outlet has recently continued its rapid expansion, reaching 645 stores with average annual store growth of 11.5% over the past two years and same-store sales increasing 3.2% per year, reflecting resilient demand for its discount retail model. This combination of fast store openings and consistent same-store sales growth is drawing attention to Ollie’s ability to scale despite being smaller than many competitors. Next, we’ll examine how this rapid store expansion informs...

If you are wondering whether Markel Group's current share price matches its underlying worth, you are not alone. This article is built to help you unpack that question clearly. Markel Group's shares most recently closed at US$2,040.64, with returns of 0.6% over the last 7 days, a 4.2% decline over 30 days, and gains of 11.6% over 1 year, 52.8% over 3 years, and 85.6% over 5 years. Recent coverage around Markel Group has focused on its position as a specialty insurance and investment company,...

If you are wondering whether Adobe's current share price makes sense, this article walks through how its value stacks up using several common methods. At a recent closing price of US$293.25, Adobe's share price reflects a 2.6% decline over the last 7 days and sits 12.0% lower over both the last 30 days and year to date, with a 33.0% decline over 1 year and a 22.7% decline over 3 years. Over the past few years, Adobe has regularly been in the headlines for its role in creative software and...

Vital Farms (VITL) has been drawing attention after recent share price swings, with the stock showing mixed returns over the past year as investors reassess its growth, profitability, and current valuation. See our latest analysis for Vital Farms. Vital Farms' recent share price has cooled after previous strength, with a 30 day share price return of a 4.59% decline and a 1 year total shareholder return of a 35.16% decline, contrasting with a 3 year total shareholder return of 67.85% and a 5...

Curious whether Nu Holdings at around US$17.75 is priced for perfection or still offers value, this article walks through what the current market price might be implying. Nu Holdings' share price has moved by a 1.6% decline over the last week, a 4.3% gain over the last month and year to date, and 34.1% over the last year, with a very large 3 year return of 262.2%, which hints that expectations have shifted a lot since it first listed. Recent news coverage has focused on Nu Holdings as a...

GATX recently reported past quarterly results showing higher profit in its Rail North America segment, underpinned by strong fleet utilization and firmer lease rates for tank and freight cars serving energy and chemical customers. Management also updated its full-year outlook and emphasized a disciplined, long-term approach to capital spending, prioritizing contracted returns over rapid fleet expansion in the railcar leasing market. Next, we’ll explore how this focus on disciplined capital...

Akamai Technologies (NasdaqGS:AKAM) has been recognized as a Customers' Choice in the 2026 Gartner Peer Insights report for Network Security Microsegmentation. The company is working with Deutsche Telekom Security to offer proactive cybersecurity services, with a focus on highly regulated sectors such as financial services. Akamai Technologies, best known for its content delivery and security offerings, sits at the intersection of cloud, networking, and cybersecurity. The Gartner Peer...

If you have been wondering whether LPL Financial Holdings at around US$364.50 offers fair value or not, you are not alone in asking what the current price really reflects. The stock has had fairly steady recent returns, with 0.7% over the last week, 0.8% over the past month and year to date, while the 1 year return sits at a 0.3% decline and the 3 year and 5 year returns are 57.3% and 197.4% respectively. Recent attention on LPL Financial Holdings has been shaped by ongoing interest in...

If you have been wondering whether Unity Software's current share price reflects its real worth, this article walks through the key valuation checks investors often look at. Unity's share price closed at US$29.10, with a 31.3% decline over the last 7 days, a 34.2% decline over the last 30 days, a 34.2% decline year to date, a 31.1% return over the last year, a 22.2% decline over 3 years and a 77.4% decline over 5 years. These moves naturally raise questions about risk and potential...

Why GEO Group’s Expanded Credit Facility Matters for Shareholders GEO Group (GEO) has amended its Amended Credit Agreement, lifting its Revolving Credit Facility commitments from US$450 million to US$550 million, a move that gives the company more accessible liquidity to work with. See our latest analysis for GEO Group. The share price is at US$15.98. Despite a 14% 7-day share price decline and a 2% 1-day move lower, the 3-year total shareholder return of 37.64% and 5-year total shareholder...

Why the Wells Fargo proxy voting move matters for Broadridge Wells Fargo Wealth & Investment Management is rolling out its own proxy voting service for certain client accounts, and it is leaning on Broadridge Financial Solutions (BR) technology to administer and process those votes. For you as an investor, this new arrangement puts a fresh spotlight on Broadridge’s core role in proxy communications and adds another real world reference point for how its platforms are used by large financial...

In January 2026, CBRE Group expanded its leadership bench by hiring veteran valuer Nick Hume from Savills in the UK and promoting three capital markets specialists to executive vice president roles in its Denver office, alongside bolstering its industrial and logistics capabilities in Western Australia. Together, these moves highlight CBRE’s focus on deep lending-valuation expertise, cross-regional capital markets execution, and industrial logistics coverage as it supports clients across...

In recent weeks, Innovative Industrial Properties has been in focus as investors weigh its upcoming fourth-quarter earnings and the potential U.S. move to reclassify cannabis as a Schedule III substance, alongside signs of gradually improving leasing activity and tenant quality in the cannabis real estate market. An interesting angle is how emerging research on marijuana use among older adults and growing societal acceptance of cannabis could indirectly support IIPR’s specialized property...

Cincinnati Financial (NasdaqGS:CINF) announced an 8% increase to its quarterly dividend. The company appointed Luyang Fu as senior vice president and chief actuary, overseeing actuarial strategy. Two additional senior executives were named to key reinsurance and accounting leadership roles. Cincinnati Financial focuses on property and casualty insurance, an area where underwriting discipline, risk selection, and capital management tend to matter as much as top line growth. For you as an...

Campbell’s Company recently closed its Hyannis, Massachusetts plant that produced Cape Cod and Kettle Brand chips, shifting production to other facilities and affecting 49 workers as part of a cost-efficiency effort. The move fits into Campbell’s broader plan to simplify its Snacks supply chain while still investing in the region and supporting local community partnerships tied to the Cape Cod brand. Next, we’ll explore how this consolidation of Cape Cod and Kettle Brand production shapes...

Why Americold’s CFO transition matters for shareholders Americold Realty Trust (COLD) has kicked off a leadership transition, naming veteran real estate finance executive Christopher Papa as incoming chief financial officer after the departure of Jay Wells, and reaffirming its 2025 AFFO guidance. See our latest analysis for Americold Realty Trust. The CFO transition comes at a time when Americold’s 1-year total shareholder return decline of 39.7% sits alongside a year-to-date share price...