U.S. Mortgage REITs Stock News

Earlier this month, Meta Platforms appointed former Goldman Sachs executive and ex-board member Dina Powell McCormick as president and vice‑chairman to drive its long-term AI infrastructure build-out, capital partnerships, and data center financing, while also continuing large-scale investments in clean energy and power purchase agreements. At the same time, Meta has begun reallocating resources away from its metaverse-heavy Reality Labs unit toward AI-enabled wearables and smart glasses,...

In early January 2026, Globus Medical, Inc. issued updated guidance, forecasting fourth-quarter 2025 sales of approximately US$823.2 million and full-year 2025 sales of about US$2.94 billion, while also setting a full-year 2026 revenue range of US$3.18 billion to US$3.22 billion. This guidance points to management’s confidence in underlying demand for its musculoskeletal and enabling technology portfolio, offering investors fresh insight into how scale from recent acquisitions and innovation...

Mineralys Therapeutics (MLYS) is back in focus after reporting third quarter 2025 earnings that surpassed expectations, updating investors on lorundrostat’s path toward a New Drug Application and expanding its clinical program. See our latest analysis for Mineralys Therapeutics. The latest updates on lorundrostat and Q3 2025 results come after a mixed year in the market, with a 1 day share price return of 4.33% to US$32.74, a 90 day share price return decline of 25.86%, and a 1 year total...

On January 8, 2026, Hippocratic AI announced a collaboration with Huron Consulting Group to deploy generative AI healthcare agents that support care navigation, discharge follow-up, chronic condition outreach, and other patient engagement tasks within Huron-led transformation programs across more than 1,000 healthcare organizations. The partnership combines Hippocratic AI's large-scale, safety-focused agent platform with Huron's healthcare consulting expertise, potentially deepening Huron's...

What Mercury General’s dual listing could mean for shareholders Mercury General (MCY) recently announced a dual listing on NYSE Texas, keeping its primary NYSE listing while using the same MCY ticker. The move is tied directly to its growing footprint in Texas insurance markets. See our latest analysis for Mercury General. Mercury General’s dual listing comes after a period of mixed short term share price moves but very strong longer term gains, with a 14.56% 90 day share price return and a...

Earlier this month, Mirum Pharmaceuticals presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, outlining its business outlook and pipeline plans to investors. The company underscored 2026 revenue guidance of US$630–US$650 million and highlighted several impending late-stage clinical readouts and intellectual property actions as key business drivers. Next, we'll examine how Mirum's confident 2026 revenue guidance and upcoming pivotal trial readouts could reshape...

OUTFRONT Media recently announced it has joined the Association of National Advertisers (ANA) as a 2026 Strategic Partner, becoming the first out-of-home media company to participate in this program and securing a presence across key ANA events including the ANA Masters of Marketing Conference. This partnership elevates OUTFRONT’s access to senior brand marketers and gives it a platform to promote in-real-life media as a core element of modern marketing strategies. We will now examine how...

M/I Homes (MHO) has drawn investor attention after recent share price moves, with the stock showing mixed returns over the past week, month, and past 3 months as housing demand and sentiment continue to influence trading. See our latest analysis for M/I Homes. At a share price of $137.16, M/I Homes has given investors a 30 day share price return of 7.45%, while the 3 year total shareholder return of 149.43% and 5 year total shareholder return of 156.81% point to strong longer term compounding...

VAALCO Energy (EGY) is drawing attention after reporting full year 2025 production and sales volumes around the midpoint and top of guidance, alongside encouraging drilling results at its Etame complex offshore Gabon. See our latest analysis for VAALCO Energy. The production and sales update lands after a strong run in the share price, with a 7 day share price return of 23.29% and a 30 day share price return of 31.20%. The 5 year total shareholder return of 136.12% points to momentum that has...

Tutor Perini (TPC) is back in focus after expectations for strong year over year earnings growth and cautiously optimistic analyst revisions helped the stock outperform both the S&P 500 and the broader Construction sector. See our latest analysis for Tutor Perini. At a share price of $75.09, Tutor Perini has recently seen a 7.29% 1 month share price return and an 11.89% 3 month share price return, while its 1 year total shareholder return is very large. This suggests momentum has been...

American Bitcoin’s new disclosure focus American Bitcoin (ABTC) is drawing fresh attention after highlighting more than 5,098 Bitcoin in reserves and rolling out a Bitcoin Yield Metric aimed at giving investors clearer insight into changes in its holdings. See our latest analysis for American Bitcoin. That renewed focus on its 5,098 Bitcoin reserves and the new Bitcoin Yield Metric comes after a tough period, with American Bitcoin’s share price return declining 67.78% over 90 days and 7.87%...

CSX (CSX) is back in focus after recent analyst commentary pointed to a slightly negative outlook for its upcoming quarterly results, with earnings estimates revised down and revenue expectations essentially flat. See our latest analysis for CSX. At a share price of US$36.25, CSX has had a mixed run, with recent 7 day and 1 year share price returns stronger than its largely flat year to date move. At the same time, multi year total shareholder returns in the low double digits suggest steadier...

Why Pediatrix Medical Group Is Back on Investor Radar Pediatrix Medical Group (MD) is attracting fresh attention as it refocuses on core women’s and children’s healthcare services. The company is aiming to tighten operations and margins while the market waits for clearer signs of contract and profitability progress. See our latest analysis for Pediatrix Medical Group. After a strong 29.5% 90 day share price return and a 57.95% total shareholder return over the past year, recent 1 day and 7...

TJX Companies recently reported a strong past-quarter performance, with revenues rising 7.5% year on year, comparable-store sales up 5%, and management raising full-year guidance for sales, profit margin, and earnings per share. The company is pairing this momentum with an ambitious plan to expand its off-price store base to about 7,000 locations globally while returning US$3.10 billion to shareholders through buybacks and dividends in the first nine months of fiscal 2026. Now, we'll examine...

Origin Bancorp overview and recent performance Origin Bancorp (OBK) has attracted investor attention recently, with the share price around $40.44 and a mix of short term and longer term total returns that give a useful starting point for evaluating the stock. See our latest analysis for Origin Bancorp. While the latest 1-day share price return of 0.10% is relatively muted, the 90-day share price return of 19.40% and 1-year total shareholder return of 17.02% suggest momentum has been building...

Biohaven (BHVN) is back in focus after reporting early clinical experience from its MoDE and TRAP degrader platforms in IgA nephropathy and Graves' disease, along with a fresh pipeline update at a major healthcare conference. See our latest analysis for Biohaven. Biohaven's recent MoDE and TRAP degrader data, along with its high profile conference appearance, comes after a sharp rebound in momentum, with a 7 day share price return of 18.27% and a 30 day share price return of 21.11% from a...

Full Truck Alliance (YMM) came under pressure after JPMorgan cut its rating to Underweight, arguing that recent platform governance changes and international expansion have not yet translated into sustainable growth or margin improvement. See our latest analysis for Full Truck Alliance. The JPMorgan downgrade comes against a weaker backdrop for the stock, with a 30-day share price return showing an 11.17% decline and a 90-day return showing a 22.12% decline. The latest price of US$9.86 leaves...

Sila Realty Trust, Inc. recently completed the US$43.1 million acquisition of a fully leased inpatient rehabilitation facility in Oklahoma City, Oklahoma, which has been expanded to 58 beds and is operated under a long-term absolute-net lease with a corporate guaranty. This transaction reinforces Sila Realty Trust’s focus on healthcare real estate anchored by long-duration, necessity-based assets with strong occupancy and limited local competition, aiming to support consistent cash...

Erasca recently reported encouraging early Phase 1 AURORAS-1 data for its pan-RAS molecular glue degrader ERAS-0015, showing multiple partial responses across RAS-mutated tumor types with a clean safety profile and linear pharmacokinetics, while ERAS-4001 continued dose escalation in the BOREALIS-1 trial. What makes this update particularly interesting is that meaningful anti-tumor activity emerged at a relatively low 8 mg once-daily dose, potentially widening the drug’s future dosing window...

Why Vertiv Holdings Co (VRT) Is On Investors’ Radar Vertiv Holdings Co (VRT) has drawn attention after a recent move in its share price, with the stock last closing at $176.93, putting recent returns and fundamentals in focus for investors. See our latest analysis for Vertiv Holdings Co. Recent moves fit into a mixed picture, with a 1-day share price return of 2.54% and 7-day gain of 8.16%, alongside a modest 90-day share price return of 0.68%. At the same time, the 1-year total shareholder...

In recent days, coverage of Medical Properties Trust has focused on its upcoming earnings report, with analysts expecting quarterly EPS of $0.15 and revenue of about $245.22 million, both compared with the same period last year. An interesting angle is that, despite the forecast EPS decline, upward revisions to earnings estimates and a Zacks Rank of #2 (Buy) have pointed to improving analyst confidence in the REIT’s near-term outlook. Next, we’ll examine how these upward earnings revisions...

Texas Capital Bancshares (TCBI) has drawn investor attention after reporting record Q3 2025 earnings per share of $2.18, alongside 12% year-over-year revenue growth, and unveiling a new $200 million share repurchase program for 2026. See our latest analysis for Texas Capital Bancshares. Those record Q3 results and the new US$200m buyback come as the share price sits at US$98.01, close to its recent 52 week high. The 30 day share price return is 5.85%, the 90 day share price return is 20.14%,...

Limbach Holdings, Inc. recently appointed long-time leaders Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, and earlier in January added HVAC veteran Terry Dugan to its Board and Compensation Committee. Together, these leadership moves deepen Limbach’s building-systems expertise, reinforce its owner-direct and mission-critical focus, and may influence how the company pursues profitable growth, cash generation, and...

In January 2026, more than 100 Westchester and New York state officials urged regulators to reject Consolidated Edison’s 2026–2028 rate hike settlement, arguing even the reduced 2.8% electric and 2% gas increases would unduly burden residents and small businesses already struggling with affordability. The clash highlights how mounting concerns over customer arrears and cost-of-living pressures can intensify regulatory risk for a regulated utility heavily tied to New York City and surrounding...