U.S. Mortgage REITs Stock News

Setting the stage for Atlanta Braves Holdings Atlanta Braves Holdings (BATR.K) has been drawing interest after recent share performance, with the stock around $39.13 and mixed returns over the past week, month and past 3 months. See our latest analysis for Atlanta Braves Holdings. Recent trading has been slightly soft, with a 7 day share price return of a 2.42% decline and a year to date share price return of a 1.83% decline. However, longer term total shareholder returns over 3 and 5 years,...

Lakeland Financial Corporation recently reported full-year 2025 results, with net interest income rising to US$221.02 million and net income reaching US$103.36 million, while basic earnings per share from continuing operations increased to US$4.02. During the fourth quarter of 2025, the company also completed a share repurchase program totaling 337,890 shares, equivalent to 1.32% of its outstanding stock, for US$19.59 million, which reduces share count and can enhance per-share metrics over...

Vornado Realty Trust recently completed a US$250,000,000 refinancing of its 53%-owned 7 West 34th Street office property in Manhattan, extending debt maturity to February 2031, while its Board declared quarterly preferred dividends across multiple series payable on April 1, 2026 to holders of record on March 16, 2026. The refinancing shifts the loan from fully recourse to Vornado to a non-recourse structure at a fixed 5.79% rate, backed by a building where Amazon leases all of the office...

Noble (NE) is back in focus after announcing about US$1.3b in new offshore drilling contracts across nine rigs, including a three year Aker BP deal offshore Norway that expands its harsh environment presence. See our latest analysis for Noble. This contract win comes on top of an already strong run, with a 30 day share price return of 28.69% and a year to date share price return of 35.17%. The 1 year total shareholder return of 32.54% contrasts with a more modest 3 year total shareholder...

Sunrun (RUN) is back in focus after revealing that its distributed power plant programs now serve more than 106,000 customers and supplied nearly 18 gigawatt-hours of battery energy to stressed US grids in 2025. See our latest analysis for Sunrun. Recent announcements about Sunrun's growing distributed power plant footprint and its new financing joint venture with HASI have arrived at a time when the share price has a 1-year total shareholder return of about 138%, while the 5-year total...

Recently, CAVA Group Inc. reported that short interest climbed to 16.79% of its freely tradable shares, indicating more investors are positioning for a downside move. This higher short interest relative to peers highlights CAVA as a focal point for contrasting views on its fundamentals and business prospects. Next, we’ll examine how this sharp rise in short interest shapes CAVA Group’s investment narrative and what it may signal for sentiment. We've uncovered the 14 dividend fortresses...

The Asia-Pacific B2B digital payments market is undergoing a significant transformation driven by rapid digital adoption and advancements in payment technologies. Key technological trends such as AI and API standardization are enhancing efficiency and providing actionable insights for businesses, crucial for smart invoice processing and real-time fraud detection. With an estimated market size of $1.15 trillion for 2024, the sector is characterized by intense competition between traditional...

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The Honest Company, Inc. recently launched its new Hydrorich Cream, a clinically tested moisturizer formulated with dual Hyaluronic Acid to deliver up to 48 hours of hydration for dry to extra-dry skin. This richer addition to Honest’s skincare lineup underscores the brand’s focus on barrier-supporting, high-performance formulas tailored to seasonal and intensive moisture needs. We’ll now explore how this advanced Hydrorich Cream launch, emphasizing long-lasting hydration benefits, shapes...

Flowers Foods has recently highlighted ongoing secular headwinds in its core packaged bread business, as consumers continue shifting toward snacks and private-label bakery alternatives, while newer brands like Simple Mills remain too small to fully offset declining bread volumes. An important insight is that Flowers Foods’ elevated leverage may limit its flexibility to pursue larger acquisitions or expansion, potentially leaving it less able than some peers to reposition around changing...

Brookdale Senior Living (BKD) shares have been in focus after the company issued 2025 guidance projecting about US$3.2b in revenue, a net loss of roughly US$263m, and income from operations of about US$13m. See our latest analysis for Brookdale Senior Living. The guidance drop appears to have come alongside a strong shift in sentiment, with a 46.41% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum is still building despite the projected...

Dave Inc. recently reported preliminary, unaudited results for the fourth quarter and full year 2025, indicating revenue and adjusted EBITDA are expected to come in above the top end of prior guidance, while its 28 Days Past Due metric is projected between 1.95% and 2.00%, better than earlier expectations. This combination of stronger-than-guided revenue, higher adjusted profitability, and improved credit performance offers investors a clearer picture of Dave’s operating progress and risk...

Analyst concerns put Steven Madden (SHOO) under closer investor scrutiny Steven Madden (SHOO) has come under pressure after Jefferies cut its rating to Underperform and BTIG highlighted ongoing headwinds in wholesale and private label, including continued pushback on price increases. See our latest analysis for Steven Madden. Those analyst concerns arrived after a sharp reset in sentiment, with the 7 day share price return of negative 21.79% and 30 day share price return of negative 20.73%...

Why the new 5G RedCap routers matter for Semtech (SMTC) Semtech (SMTC) has put its AirLink RX400 and EX400 5G RedCap routers at the center of its latest update, focusing on low power, remote IoT deployments and critical infrastructure use cases. Both routers are designed to operate on less than 1 watt when idle, while supporting 5G RedCap and LTE Cat 4. For investors, that combination of efficiency and dual connectivity aligns with deployments where grid power is limited or unreliable. The...

In its fourth-quarter 2025 N-PORT filing, Fairholme Fund reported that it trimmed its position in The St. Joe Co. by 104,100 shares while still holding the stock as its largest investment. This filing shows that St. Joe now represents about 87.04% of Fairholme Fund’s portfolio, underscoring how concentrated the fund’s exposure remains despite the reduction. We’ll examine how Fairholme’s partial reduction of this still-dominant holding may influence St. Joe’s investment narrative for...

Earnings and guidance set the tone for EastGroup Properties EastGroup Properties (EGP) recently reported fourth quarter and full year 2025 results, along with new 2026 earnings guidance, giving investors a clear update on its industrial real estate portfolio and earnings outlook. See our latest analysis for EastGroup Properties. Following the earnings release and 2026 guidance, EastGroup Properties’ share price has gained momentum, with a 7 day share price return of 5.25% and a 1 year total...

Planet Insurance Agency recently announced a franchise partnership with Goosehead Insurance, aiming to streamline homeowners insurance shopping by connecting homebuyers and policy reviewers with licensed agents and a broad panel of more than 200 carriers. This collaboration is designed to integrate insurance decisions earlier in the homebuying process, supporting real estate professionals while emphasizing customer choice, speed and clarity through technology-enabled service. We’ll now...

Open Text Corporation recently reported fiscal second-quarter 2025 results showing revenue of US$1.33 billion and net income of US$168.09 million, while reaffirming its fiscal 2026 earnings guidance and forecasting third-quarter 2026 revenues between US$1.26 billion and US$1.28 billion. The company paired these results with capital returns via dividends and share buybacks, and announced incoming CEO Ayman Antoun, adding an execution-focused leadership element rooted in long-tenured...

In January 2026, BXP, Inc. reported fourth-quarter 2025 results showing revenue of US$877.10 million and net income of US$248.49 million, alongside full-year revenue of US$3.48 billion and net income of US$276.80 million. The company also issued 2026 earnings guidance, projecting first-quarter EPS of US$0.32–US$0.34 and full-year EPS of US$2.08–US$2.29, giving investors clearer expectations for its profitability profile. With BXP’s return to profitability and new 2026 EPS guidance, we’ll now...

Advance Auto Parts recently reported ongoing pressure on its business, with weak same-store sales over the past two years and a thinner free cash flow margin that signals higher capital consumption to stay competitive. With net debt running at about seven times EBITDA, the company may face tighter lending conditions and a greater risk of equity dilution as it works to support its operations. Next, we’ll examine how the combination of weak same-store sales and elevated leverage shapes Advance...

Dividend increase as a fresh signal for income-focused investors Consolidated Edison (ED) has declared a quarterly dividend of $0.8875 per share, an annualized increase of $0.15 compared with the previous $3.40. This development is putting fresh attention on the stock for income-oriented investors. See our latest analysis for Consolidated Edison. At a share price of $107.34, Consolidated Edison has recorded a 30 day share price return of 8.19% and a 1 year total shareholder return of 14.83%...

Citizens Financial Group (CFG) has moved to redeem several series of its subordinated notes on February 11, 2026. This capital structure decision can reshape how equity investors view its funding mix and flexibility. See our latest analysis for Citizens Financial Group. The upcoming note redemptions land at a time when momentum in Citizens Financial Group’s shares has been strong, with a 30.40% 90 day share price return and a 49.09% 1 year total shareholder return, signalling that sentiment...

InSysBio recently announced it has extended its collaboration with BeOne Medicines to apply mechanistic translational modeling to support selection of minimal recommended starting doses, step-up dosing regimens, and dose-escalation clinical study design for cytokine release syndrome risk management. This expanded partnership highlights how advanced modeling can shape early clinical decisions, potentially improving the efficiency and safety profile of BeOne Medicines’ development...

Unfortunately for some shareholders, the Sphere 3D Corp. ( NASDAQ:ANY ) share price has dived 45% in the last thirty...