U.S. Mortgage REITs Stock News

In late January 2026, Merchants Bancorp reported fourth-quarter and full-year 2025 results showing higher quarterly net interest income but lower net income and earnings per share versus the prior year, while also authorizing a share repurchase program of up to US$100 million through 2027. Beneath the headline numbers, the bank highlighted record tangible book value per share and better asset quality, including fewer criticized and nonperforming loans, pointing to balance-sheet...

IDT Corporation recently reported that its National Retail Solutions division achieved a 39% increase in recurring revenue while the company remains debt-free with about US$220,000,000 in net cash. This combination of fast-growing recurring revenue and a cash-rich balance sheet gives IDT meaningful flexibility as it approaches its March 5, 2026, second-quarter fiscal results release. With this backdrop, we’ll explore how IDT’s recurring revenue momentum at National Retail Solutions could...

Jelou has announced the successful raising of $10 million in Series A funding to expand its platform, Brain, which integrates AI-driven financial transactions within WhatsApp. The platform allows businesses to perform actions such as payments, identity verification, and credit processes directly within messaging applications, addressing the growing trend of conversational commerce. Having already proven its effectiveness in the regulated banking environments of Latin America, Jelou aims to...

Those holding Outset Medical, Inc. ( NASDAQ:OM ) shares would be relieved that the share price has rebounded 35% in the...

CONMED Corporation reported past fourth-quarter 2025 sales of US$373.2 million, up from US$345.94 million a year earlier, but net income fell to US$16.74 million from US$33.75 million, with full-year 2025 earnings also lower despite higher revenue. Alongside these results, management outlined a refocus away from lower-growth gastroenterology products toward higher-growth areas including robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair, supported by...

NBT Bancorp Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher net interest income and net income, alongside lower loan net charge-offs compared with the prior year. The board also approved a higher first-quarter 2026 cash dividend of US$0.37 per share and completed a share repurchase program that retired 813,100 shares since 2022, underscoring a multi-year pattern of increasing shareholder distributions. Next, we will examine how the stronger earnings and...

Tompkins Financial (TMP) just reported record fourth quarter and full year 2025 earnings, along with an increased quarterly dividend, putting fresh attention on how the stock reflects these new profitability and shareholder return numbers. See our latest analysis for Tompkins Financial. The record earnings, higher dividend and recent buyback have been followed by a sharp 23% 3 month share price return to US$80.12, while the 1 year total shareholder return of 19.96% suggests building momentum...

In late January 2026, Jack Henry announced new capabilities on its Banno Digital Platform, including native transaction enrichment via Bud Financial and integrated credit card account management through CorServ, alongside scheduling its fiscal second-quarter 2026 results release after market close on February 3. Together, these product enhancements and ecosystem integrations highlight Jack Henry’s push to deepen its role in digital banking infrastructure for thousands of smaller financial...

Why Southwest Gas Holdings is suddenly back on investors’ radar Investor focus has turned to Southwest Gas Holdings (SWX) after the company highlighted its renewed emphasis on regulatory relationships and timely rate relief to address rising costs, a shift that is influencing current sentiment. See our latest analysis for Southwest Gas Holdings. At a share price of $82.82, Southwest Gas Holdings has seen a 3.33% year to date share price return and a 13.47% total shareholder return over the...

Dollar General has agreed to a million‑dollar class action settlement over past pricing discrepancies where customers were reportedly charged more at checkout than the shelf price, alongside commitments to operational changes across multiple states. This legal resolution comes as the retailer is also promoting February discount events and expanded same‑day delivery, highlighting a simultaneous push on customer value and compliance. We’ll now examine how this pricing‑lawsuit settlement and...

California Water Service Group recently declared its 324th consecutive quarterly dividend of US$0.3350 per common share, payable on February 20, 2026, to shareholders of record as of February 9, 2026, following the Board’s decision to lift the planned 2026 annual dividend to US$1.34 per share. This announcement, marking the company’s 59th consecutive annual dividend increase during its centennial year, underscores a long-running focus on dividend consistency and shareholder income. We’ll now...

If you are wondering whether Energy Transfer's current price truly reflects its value, you are not alone. This article focuses squarely on what you might be paying for relative to what you are getting. The unit price recently closed at US$18.45, with returns of 2.7% over the last week, 11.2% over the last month, 11.2% year to date and a 4.3% decline over the last year, set against a very large 5 year gain of around 3x. Recent attention on Energy Transfer has centered on how its long term...

Employers Holdings, a workers’ compensation-focused insurer, recently saw its shares move above a widely watched long-term moving average, while a senior executive disclosed an open-market share purchase in a regulatory filing. The combination of an insider buying shares and a technical trend shift offers investors fresh information about how management is engaging with the stock and how trading signals are evolving. Next, we’ll examine how the insider share purchase shapes Employers...

In recent clinical updates, Vir Biotechnology highlighted progress of its Tobevibart plus Elebsiran combination therapy for chronic hepatitis D, reflecting industry-wide movement toward multi-targeted antiviral approaches. This development underscores how next-generation combination therapies could reshape treatment standards for a difficult-to-treat liver infection where options remain limited. We’ll now examine how Vir Biotechnology’s push into multi-targeted chronic hepatitis D...

Benchmark Electronics (BHE) is back in focus as it prepares to report earnings this Tuesday after the close, following a quarter in which it exceeded analyst expectations on both revenue and EPS. See our latest analysis for Benchmark Electronics. Benchmark Electronics' recent 18.8% 1 month share price return and 21.3% 3 month share price return suggest momentum has been building, and a 122.1% 3 year total shareholder return highlights how long term holders have been rewarded. If this kind of...

Maplebear (CART), better known as Instacart, sits at the intersection of online grocery delivery, advertising and software services, with recent returns and profitability metrics giving investors fresh data to reassess the stock's current pricing. See our latest analysis for Maplebear. At a share price of $37.16, Maplebear's 1 day share price return of 0.22% contrasts with a 30 day share price return decline of 15.37% and a 1 year total shareholder return decline of 22.79%, pointing to fading...

In January 2026, the U.S. stock market saw mixed performances with the S&P 500 and Dow Jones Industrial Average posting gains despite a sluggish end to the month, while small-cap indices like the S&P 600 experienced varying pressures from economic indicators such as interest rates and commodity price fluctuations. In this environment, identifying promising small-cap stocks often involves looking for those with strong fundamentals and potential growth catalysts that can navigate broader market...

As the United States market navigates a complex landscape marked by gains in major indices like the S&P 500 and Dow Jones, alongside a tech-heavy Nasdaq that has recently faced some turbulence, investors are closely monitoring economic indicators and policy changes such as interest rate decisions from the Federal Reserve. In this dynamic environment, identifying high-growth tech stocks requires a keen understanding of market trends and economic shifts, making it crucial to consider companies...

As the U.S. stock market navigates a mixed start to 2026, with the Dow and S&P 500 posting gains despite a sluggish close in January, investors are keenly eyeing opportunities amid fluctuating indices and economic shifts. In such an environment, identifying undervalued stocks can be crucial for those looking to find potential value plays that may offer upside when broader market conditions stabilize.

The integration of artificial intelligence (AI) technologies into defense capabilities is gaining momentum, driven by significant increases in defense spending, which is nearing a $1 trillion milestone. With advancements in AI-driven sensing and radio-frequency architecture, companies are exploring high-margin opportunities to enhance situational awareness and threat detection. The sector is seeing substantial acquisitions and partnerships aimed at leveraging AI to improve military and...

As the U.S. markets navigate a mix of gains and declines, with the Dow achieving its ninth consecutive month of growth and the S&P 500 closing January on a positive note, investors are keenly observing opportunities in growth stocks that demonstrate resilience amid fluctuating conditions. In this context, companies with high insider ownership often catch attention due to their potential for strong alignment between management interests and shareholder value, making them intriguing candidates...

As the U.S. stock market navigates a complex landscape with the S&P 500 and Dow Jones posting gains despite a sluggish close to January, investors are keenly observing opportunities across various sectors. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or relatively new companies, these stocks can provide a mix of affordability and growth potential when paired with strong financials.

As the United States market navigates a complex landscape marked by recent gains in key indices like the S&P 500 and Dow, investors are keenly observing how economic indicators and broader market sentiment might impact small-cap stocks. With the tech-heavy Nasdaq showing slight declines amidst an otherwise positive trajectory for major indices, discerning investors are on the lookout for potential opportunities within lesser-known stocks that could offer promising prospects. In this...

As January 2026 draws to a close, the U.S. stock market has shown resilience with the S&P 500 and Dow Jones Industrial Average posting gains despite a sluggish end to the month. In this dynamic environment, dividend stocks can offer investors stability and income potential, making them an attractive consideration for those looking to bolster their portfolios amidst fluctuating market conditions.