U.S. Mortgage REITs Stock News

Pinnacle Financial Partners (PNFP) has wrapped up FY 2025 with fourth quarter total revenue of US$508.1 million and basic EPS of US$2.16, setting the tone against trailing 12 month revenue of US$1.95 billion and EPS of US$8.15. Over the past year, total revenue has moved from US$1.62 billion to US$1.95 billion, while basic EPS has gone from US$6.01 to US$8.15. This has been accompanied by earnings growth of 36.3% and a net profit margin of 32.2% versus 28.5% a year earlier. These figures put...

Southern Missouri Bancorp (SMBC) has just posted Q2 2026 results with total revenue of US$48.0 million and basic EPS of US$1.62, alongside trailing twelve month EPS of US$5.79 supported by net income of US$65.0 million on revenue of US$182.8 million. The company has seen quarterly revenue move from about US$44.1 million in Q2 2025 to US$48.0 million in Q2 2026, while basic EPS over that span has ranged from US$1.30 to US$1.62. This latest print comes against a backdrop of higher trailing net...

If you are wondering whether DraftKings' current share price lines up with its fundamentals, you are not alone. This article focuses squarely on what the latest numbers say about value. The stock last closed at US$31.62, after a 10.8% decline over the past week, an 8.5% decline over the past month, and a 23.8% decline over the past year, while the 3 year return stands at 121.1% and the 5 year return at a 43.7% decline. Recent coverage has highlighted DraftKings as a key name in US online...

Why Mueller Industries (MLI) Is Back on Investors’ Radar Mueller Industries (MLI) has attracted fresh attention after being reclassified as a Growth at a Reasonable Price stock, following marked improvements in net income, margins, long-term debt reduction, and cash strength. See our latest analysis for Mueller Industries. Recent trading has reflected growing interest in that Growth at a Reasonable Price story, with a 30 day share price return of 13.41% and a 90 day gain of 29.26%, alongside...

TransUnion’s AI marketing collaboration with Actable TransUnion (TRU) has put its TruAudience Marketing Solutions in the spotlight after reporting a 10% improvement in AI model fit and a 19.5% reduction in false positives through a recent collaboration with Actable. See our latest analysis for TransUnion. Against this AI marketing update, TransUnion’s 1-day share price return of 2.94% and year to date share price return of 2.96% contrast with a 1-year total shareholder return of 10.14%...

American Eagle Outfitters (NYSE:AEO) has entered a five year global ambassador partnership with soccer player Lamine Yamal. The agreement is the company’s first multi year deal of this type and is designed to connect more closely with global sports culture and talent collaborations. For a retailer known primarily for casual apparel and denim, NYSE:AEO is now tying its brand to one of soccer’s rising names. The move comes as apparel and footwear companies increasingly look to athletes and...

If you are wondering whether Resolute Holdings Management is priced attractively right now, you are in the right place for a clear look at what the current share price might mean for value minded investors. The stock most recently closed at US$204.21, with a 7 day return of a 9.8% decline, a 30 day return of a 4.7% decline, and a year to date return of 9.5%. Recent price moves have put more attention on what could be driving sentiment around Resolute Holdings Management and are encouraging...

Recent commentary on Take-Two Interactive Software has raised concerns about slowing sales growth, cash outflows, and the dilutive effect of new share issuances on earnings per share, despite higher overall revenue. This tension between revenue expansion and weaker earnings quality is prompting some analysts to question whether the company can efficiently convert growth into lasting shareholder value. We’ll now examine how this focus on earnings quality and cash generation shapes Take-Two’s...

Why Molina Healthcare Is Back on Investors’ Radar Molina Healthcare (MOH) is drawing fresh attention after management outlined a 12 to 24 month roadmap centered on premium adjustments, contract seasoning, solid earnings, positive cash flow, and ongoing share buybacks. See our latest analysis for Molina Healthcare. The recent 21.2% 1 month share price return and 21.7% 3 month share price return to US$198.75 suggests momentum is picking up again, even though the 1 year total shareholder return...

What Clearway’s New Google PPAs Mean for Investors Clearway Energy (CWEN.A) has drawn fresh attention after securing three long-term power purchase agreements with Google, covering 1.17 GW of carbon-free projects across Missouri, Texas, and West Virginia. These contracts, backing over US$2.4b of planned energy infrastructure investment and running for up to 20 years, add another layer of contracted revenue to Clearway’s existing clean power portfolio. See our latest analysis for Clearway...

Sphere Entertainment Co., together with Maryland officials and Peterson Companies, previously announced plans for a smaller-scale Sphere venue at National Harbor near Washington, D.C., backed by about US$200 million in public and private incentives and projected to support thousands of jobs and billions in annual economic impact. At the same time, the company reported that The Wizard of Oz at Sphere in Las Vegas has sold over 2 million tickets and generated more than US$260 million in ticket...

Earlier in January 2026, Charter Communications’ Spectrum brand introduced WiFi 7 Extenders that use tri-band mesh technology and the 6 GHz band to deliver multi-gig coverage of up to 2,000 square feet per device for US$5 per month. This launch adds a higher-end connectivity option at a low recurring cost just as Charter continues to confront weak internet subscriber growth and downward earnings estimate revisions. We’ll now examine how the new WiFi 7 Extenders, launched amid ongoing...

Healthpeak Properties (NYSE:DOC) has appointed Omkar Joshi as Head of Enterprise Innovation. This newly created role focuses on technology, automation, and data driven transformation across the company. Joshi brings experience in operational AI and data strategies, including prior leadership roles at Palantir Technologies. Healthpeak Properties, a healthcare focused real estate investment company, is putting more attention on how it uses data and software across its portfolio. For investors...

How T. Rowe Price Group’s Recent Performance Frames Today’s Setup T. Rowe Price Group (TROW) has seen mixed recent returns, with the stock modestly higher over the past month and past 3 months, while its 1 year total return is slightly negative and its 5 year record weaker. At a last close of US$107.10, the Baltimore based asset manager sits against this backdrop of uneven share performance. This raises questions about how its current fundamentals and valuation line up for long term...

NVE (NVEC) just posted its Q3 2026 scorecard with revenue of US$6.2 million and basic EPS of US$0.70, alongside net income of US$3.4 million, while trailing 12 month revenue sits at US$25.9 million with EPS of US$2.93 and net income of US$14.2 million. Over recent quarters the company has seen revenue move between US$5.1 million and US$7.3 million with quarterly EPS ranging from US$0.63 to US$0.83. This feeds into the trailing 12 month earnings profile that investors are now weighing against...

Lennar stock snapshot after recent moves Lennar (LEN) has drawn investor attention after a recent share pullback over the past week, alongside mixed short term returns that include a modest gain over the past month but a decline over the past 3 months. With the stock last closing at US$114.71, Lennar now reflects a one day return of about a 3% decline and a 7 day return of about a 6% decline, compared with a roughly 10% gain over the past month. See our latest analysis for Lennar. Looking...

PPL Corporation President and CEO Vincent Sorgi recently backed calls from President Trump and a bipartisan group of governors for PJM Interconnection to hold a special auction to fund new power generation serving data centers, while also highlighting PPL’s new joint venture with Blackstone Infrastructure to build, own and operate these facilities under long-term energy services agreements. By also supporting proposed Pennsylvania legislation that would again permit regulated utilities to...

First Bancorp (FNLC) has wrapped up FY 2025 with fourth quarter total revenue of US$25.6 million and basic EPS of US$0.92, alongside net income excluding extra items of US$10.2 million as the latest snapshot of its profitability. Over recent periods, the company has seen total revenue move from US$20.8 million and basic EPS of US$0.66 in Q4 2024 to US$25.6 million and US$0.92 respectively in Q4 2025, while trailing twelve month net income excluding extra items is US$34.4 million and basic EPS...

If you are wondering whether Aon’s current share price reflects its long term potential, you are not alone. This article will help you frame that question through a clear valuation lens. The stock last closed at US$335.96, with returns of a 2.6% decline over 7 days, 5.6% decline over 30 days, 2.4% decline year to date, 7.1% decline over 1 year, 5.9% gain over 3 years, and 69.2% gain over 5 years. This gives a mixed picture of recent performance versus the longer term. Recent coverage around...

If you are wondering whether Graco at around US$87.54 is offering good value right now or if the recent price puts it on the expensive side, this article is for you. The stock has been relatively steady over the last 7 days, while the 30 day return of 4.9% and year to date return of 5.9% sit alongside a 3.1% 1 year return and 3 year and 5 year returns of 36.4% and 32.1% respectively. Recent coverage of Graco has focused on its position as a capital goods company, its market activity, and how...

DoorDash and Hibbett, Inc. recently announced a partnership that brings on-demand delivery of athletic footwear, apparel, and accessories from around 1,000 Hibbett stores across the United States, with orders available through DashPass for members seeking lower fees. This move highlights DoorDash’s push beyond restaurants into broader retail, using well-known athletic brands and its membership program to deepen engagement with both higher-income and value-conscious customers. Next, we’ll...

In recent analysis, O’Reilly Automotive was highlighted for past steady same-store sales growth averaging 3.5% over two years and an operating margin of 19.5%, underscoring the efficiency of its auto parts retail model. At the same time, the company is confronting a class-action lawsuit over alleged misuse of 401(k) forfeitures, raising questions about how its strong operational profile aligns with its approach to employee benefits and corporate governance. Against this backdrop, we will...

If you are wondering whether T-Mobile US at around US$185.39 is a bargain or fully priced, you are not alone. Many investors are asking the same question right now. The stock is currently around US$185.39, with returns of a 2.8% decline over 7 days, a 6.2% decline over 30 days, a 7.1% decline year to date and a 12.8% decline over 1 year, set against longer term returns of 29.1% over 3 years and 50.2% over 5 years. Recent coverage around T-Mobile US has focused on its position in the US...

Quanta Services reported a record contracted backlog of $39.2b tied to utility and power infrastructure work. The company highlighted strengthening demand visibility as customers commit to long-duration grid and infrastructure projects. Management framed the backlog as support for steadier project execution and revenue visibility beyond routine quarterly guidance. Quanta Services (NYSE:PWR) sits at the center of large-scale utility and power infrastructure projects, and its record $39.2b...