U.S. Mortgage REITs Stock News

In recent days, Welltower Inc. reported a year-over-year gain in normalized FFO, raised its quarterly dividend by 10%, guided 2026 normalized FFO higher, and received credit rating upgrades from both S&P and Moody’s, underscoring stronger perceived financial resilience. An interesting angle for investors is that this mix of higher recurring payouts and improved credit quality highlights how Welltower’s operating platform and capital allocation approach are increasingly shaping its role in...

Event driven interest in NewAmsterdam Pharma NewAmsterdam Pharma (NasdaqGM:NAMS) is back on investors’ radar after an investor letter highlighted optimism around trial outcomes for its CETP inhibitor obicetrapib, supported by new data presentations at the ACC.26 cardiology conference. See our latest analysis for NewAmsterdam Pharma. NewAmsterdam Pharma’s recent presentations around obicetrapib, combined with the investor letter, come as the share price sits at US$32.99, with strong recent...

Lamb Weston Holdings reported past third-quarter 2026 results with sales of US$1,564.8 million but a sharp drop in net income to US$54 million, alongside an adjusted earnings beat, a slightly raised full-year sales outlook, continued share repurchases, and a declared quarterly dividend of US$0.38 per share. Beneath the headline beat, the combination of strong North American volume growth, weaker international performance, and pressure on margins presents a mixed picture for how efficiently...

Wondering if Agree Realty at around US$76.61 is offering fair value or a potential bargain, especially after a solid multi year run? This article breaks down what the current price may be implying. The stock recently closed at US$76.61, with returns of 3.0% over 7 days, a 5.8% decline over 30 days, 6.2% year to date, 7.3% over 1 year, 31.2% over 3 years and 39.6% over 5 years. This gives you a mixed picture across different timeframes. Recent coverage around Agree Realty has focused on its...

Colgate-Palmolive as a consumer staples anchor Colgate-Palmolive (CL) has drawn investor attention after recent trading left the shares at $85.14, with short term returns mixed and longer term performance varying across the past year and past 3 months. Beyond the share price, the company sits firmly in the global consumer staples space, with oral care, personal and home care, and pet nutrition products sold through traditional retailers, eCommerce channels, dentists, veterinarians and other...

In late March and early April 2026, activist investors Irenic Capital Management and Randian Capital publicly pressed Snap’s board and CEO Evan Spiegel for sweeping changes, including spinning off the Spectacles hardware business, tightening costs, overhauling governance, and sharpening the company’s focus on AI-driven monetization. At the same time, Snap faces mounting legal and regulatory scrutiny over child safety and age verification across its platform, meaning any activist-driven push...

In March 2026, American Water Capital Corp., a wholly owned finance subsidiary of American Water Works Company, agreed to sell US$700,000,000 of 5.200% Senior Notes due 2036 to fund lending to the parent and its regulated subsidiaries, repay commercial paper, and support general corporate purposes. This debt issuance underscores how American Water is using long-term financing to back extensive, regulated infrastructure investments across multiple states while managing short-term...

Quanta Services (PWR) has recently drawn investor attention after a period of strong share price performance, with returns of 3.8% over the past month and 28.6% over the past 3 months. See our latest analysis for Quanta Services. At a share price of $560.63, Quanta Services has seen solid short term momentum, with a 90 day share price return of 28.6%, while the 1 year total shareholder return of 134.3% points to strong longer term gains and shifting expectations around its growth and risk...

Hershey is reverting Reese’s Peanut Butter Cups to the classic recipe after consumer backlash to cost driven ingredient changes. The shift follows criticism from the founder’s grandson and vocal feedback from long time fans concerned about taste and heritage. This move sits within a broader reformulation effort across Hershey’s portfolio, putting brand trust and legacy in focus. For investors watching NYSE:HSY, this recipe reversal puts brand equity at center stage. The stock closed at...

Earlier this week, Ouster, Inc. drew fresh attention as analysts raised earnings and revenue expectations ahead of its upcoming quarterly report, supported by recent upward estimate revisions. The news highlights how improving analyst sentiment and forecasted earnings per share progress are becoming increasingly important drivers of investor interest in Ouster. Next, we will examine how this recent wave of upward analyst estimate revisions could reshape Ouster's existing investment narrative...

Georgia homeowners filed an arbitration complaint alleging D.R. Horton (NYSE:DHI) sold new homes with defective PEX plumbing that led to leaks and water damage. The filing claims D.R. Horton repaired some affected homes but did not alert all potentially impacted owners. Similar plumbing related complaints and legal actions are reported in multiple states, suggesting the issue may extend beyond Georgia. D.R. Horton is a major U.S. homebuilder focused on constructing and selling new...

Reddit’s Recent Trading Performance in Focus Reddit (RDDT) has drawn attention after recent trading, with the share price closing at US$136. Over the past month the stock shows a 2.4% decline, and over the past 3 months it shows a 44.3% decline. See our latest analysis for Reddit. Reddit’s recent momentum looks mixed, with an 11.6% 7 day share price return sitting against a 30 day share price decline of 2.4% and a 90 day share price decline of 44.3%, even as the 1 year total shareholder...

If you are wondering whether Southern's current share price still offers value or if most of the opportunity is already reflected, you are in the right place. With the stock last closing at US$97.45 and returns of 2.0% over 7 days, 0.0% over 30 days, 11.8% year to date, 13.2% over 1 year, 49.9% over 3 years and 87.2% over 5 years, many investors are reassessing what is already priced in. Recent company news has focused on its position in the US utilities sector and how it is managing long...

Why the new China contract is moving Amprius stock Amprius Technologies (AMPX) has drawn fresh attention after securing a US$21 million purchase order for its SiCore cylindrical cells from a new electric mobility customer in China, focused on scooters, three-wheelers, and motorcycles. See our latest analysis for Amprius Technologies. The new China order lands at a time when short term share price returns have cooled slightly, yet the 90 day share price return of 73.72% and a very large 1 year...

Why WeRide Stock Is Back in Focus After Its Latest Autonomous Driving Milestones WeRide (WRD) has just put two high profile autonomous driving projects into public service. It has moved its Ai.R shuttle with Grab in Singapore and fully driverless Robotaxis with Uber in Dubai into fare paying operations. See our latest analysis for WeRide. The latest product launches with Grab in Singapore and Uber in Dubai come after a mixed price pattern, with a 7 day share price return of 12.29% and a 30...

ICON (ICLR) is back in focus after first quarter results showed earnings per share of $3.29, slightly below analyst expectations, while revenue of $2.01b aligned with consensus estimates. See our latest analysis for ICON. The latest 1 day share price return of 2.49% and 7 day gain of 11.86% come after a much steeper 90 day share price decline of 42.21%, leaving 1 year total shareholder return at a 25.72% loss. This indicates that recent momentum has been more positive despite a weaker longer...

Why Cactus is on investors’ radar today Cactus (WHD) has drawn fresh attention after its recent trading performance, with the share price sitting at $47.79 and returns showing mixed moves over the past week, month and past 3 months. See our latest analysis for Cactus. The recent 1 day share price return of 1.75% sits against a softer 30 day share price return of 4.44% and a year to date share price return of 1.62%. The 1 year total shareholder return of 28.79% suggests that longer term...

Recent gains in Bicara Therapeutics (BCAX) stock have come alongside a series of fresh analyst updates, earnings results and clinical progress headlines that have sharpened attention on the company’s development pipeline. See our latest analysis for Bicara Therapeutics. The recent analyst upgrades and clinical updates have come alongside a clear build in momentum, with a 30 day share price return of 16.24% and a 1 year total shareholder return of 103.12% at a latest share price of $21.47. If...

Skyward Specialty Insurance Group recently reported fourth-quarter 2025 results that exceeded analyst expectations on both earnings and revenue, alongside new executive employment agreements and a US$9,320 common stock purchase by CFO Taryn Leonie McHarg on February 27, 2026. The company also moved to refresh its governance with the nomination of veteran reinsurance leader Peter Hearn as an independent director, succeeding long-serving board member Jim Hays later this year. We’ll now examine...

Institutional Selling Puts Par Pacific in Focus Harbor Capital Advisors Inc. recently cut its position in Par Pacific Holdings (PARR) by 25.7% in the fourth quarter, a move that draws attention to how large institutions currently view the stock. See our latest analysis for Par Pacific Holdings. Par Pacific's recent 1-day share price return of 5.22% to US$64.89 comes after strong share price momentum, including a 30-day share price return of 32.78% and a 90-day share price return of 74.15%...

If you are wondering whether On Holding's current share price makes sense for the risk and growth on offer, the valuation story is where things get interesting. The stock last closed at US$33.03, with a 2.0% gain over 7 days, a 20.3% decline over 30 days, and returns of 29.6% decline year to date and 16.6% decline over 1 year, while the 3 year return stands at 12.4%. Recent market coverage has focused on how On Holding fits into the premium athletic and footwear space, with investors...

If you are wondering whether VICI Properties is attractively priced or not, the starting point is understanding what the current share price is really reflecting about its future. The stock recently closed at US$27.66, with returns of 3.9% over the last 7 days, a 6.8% decline over 30 days, a 1.7% decline year to date, and a 4.0% decline over 1 year. The 3 year and 5 year returns sit at 1.3% and 25.6% respectively. Recent headlines around VICI Properties have focused on its role as a...

Zenas BioPharma (ZBIO) has just raised fresh capital through a twin financing, completing a US$100 million follow on common stock offering at US$20 per share and a US$200 million 2.50% convertible notes issue due 2032. See our latest analysis for Zenas BioPharma. The fresh capital raise comes after a mixed stretch for the stock, with a 29.2% 90 day share price return contrasting with a 15.1% 1 month share price decline, while the 1 year total shareholder return of 178.3% points to strong...

In recent weeks, Viasat has drawn fresh attention after its leadership highlighted satellite and space network capabilities at the SATELLITE 2026 conference in Washington, alongside sector-wide enthusiasm for advanced satellite communications technologies. These developments coincide with heightened interest in secure, resilient connectivity and direct-to-device satellite services, underscoring how Viasat’s technology roadmap is increasingly aligned with evolving global communications...