U.S. Mortgage REITs Stock News

First Hawaiian (FHB) just reported another solid quarter for FY 2025, with Q3 revenue of US$221.9 million and basic EPS of US$0.59 setting the tone for its latest update. The bank has seen revenue move from US$188.9 million in Q4 2024 to US$221.9 million in Q3 2025, while quarterly EPS has shifted from US$0.41 to US$0.59 over the same period. This provides a clear view of how the top line and per share earnings are shaping up heading into year end. With net profit margins and net interest...

Upbound Group (UPBD) is back on investors’ radar after third quarter results showed revenue growth, improving same store sales and higher adjusted EBITDA, alongside the completed acquisition of digital finance platform Brigit. See our latest analysis for Upbound Group. The recent third quarter update and Brigit acquisition come after a mixed share price run, with a 7.63% 1 month share price return and an 8.93% year to date share price return sitting against a 30.92% 1 year total shareholder...

Littelfuse, Inc. recently reported fourth-quarter and full-year 2025 results, showing higher sales year on year but a net loss of US$242.14 million for the quarter and US$71.70 million for the year, while also affirming a US$0.75 per-share cash dividend payable on March 5, 2026. The company paired its earnings release with guidance for first-quarter 2026 net sales of US$625 million to US$645 million and highlighted the completed acquisition of Basler Electric as a key driver of growth in...

Waton Financial (NasdaqCM:WTF) has put out its H1 2026 scorecard with the trailing twelve months showing revenue of about US$10.0 million and a basic EPS loss of US$0.42, setting a clear context for where the business stands on growth and profitability. Over recent half year periods, the company has seen revenue move between US$2.9 million and US$7.6 million, while basic EPS has ranged from a profit of US$0.06 per share to a loss of US$0.29 per share, giving investors a mixed read on earnings...

Wondering if Strategy is still worth your attention after a rocky ride, or if the current price could be offering better value than the headline moves suggest? Strategy closed at US$149.71, with a 7 day return showing an 8.2% decline, a 30 day return showing a 1.5% decline, a year to date return showing a 4.7% decline, a 1 year return showing a 55.3% decline, and a very large 3 year gain alongside an 85.7% return over 5 years. Recent coverage around Strategy has focused on its role as a...

Lantronix’s AI Defense Partnership Comes Into Focus Lantronix (LTRX) has drawn fresh attention after signing a Memorandum of Understanding and Master Services Agreement with Safe Pro Group to co-develop Qualcomm-based, AI-powered edge compute solutions for defense and autonomous drone systems. See our latest analysis for Lantronix. Lantronix’s AI defense agreement lands against a backdrop of firming momentum, with a 34.69% 90 day share price return and a 68.96% one year total shareholder...

ChoiceOne Financial Services (COFS) has released its latest FY 2025 figures, reporting third quarter revenue of US$44.5 million and EPS of US$0.98, alongside trailing twelve month revenue of US$127.9 million and EPS of US$1.73. Over the past year, the company has seen revenue move from US$83.1 million to US$127.9 million on a trailing basis, while EPS shifted from US$3.00 to US$1.73. This sets a mixed backdrop for anyone tracking the stock around its recent US$28.69 share price. With a...

DISH Wireless has defaulted on payments owed to American Tower under an existing tower collocation agreement. American Tower has started legal proceedings to confirm DISH’s contractual obligations. The company currently expects no impact on its 2025 financial results from this dispute. American Tower has appointed Paul Blanchett as Senior Vice President and Chief Accounting Officer. American Tower Corporation (NYSE:AMT) operates as a global REIT focused on communications infrastructure,...

Headland Capital recently disclosed in an SEC filing that it has sold its entire Knife River stake in a transaction worth about US$4.89 million, exiting the construction materials and contracting company despite its record third-quarter revenue and strong infrastructure-linked backlog. The move highlights how concerns over margin pressure, weather-related disruptions, and the need for greater operational efficiency can outweigh headline revenue strength in institutional portfolio...

Oppenheimer Holdings (OPY) has put up another busy quarter, with Q3 FY 2025 revenue of US$401.9 million and basic EPS of US$2.06, backed by trailing twelve month revenue of US$1.45b and EPS of US$8.10. The company has seen revenue move from US$308.6 million in Q2 FY 2024 to US$401.9 million in Q3 FY 2025, while quarterly EPS has ranged from US$0.99 to US$2.93 over that period. This gives investors a clear view of how the earnings power has shifted across recent reporting dates. With trailing...

Simmons First National (SFNC) is back in focus after fourth quarter results showed higher net interest income and net income. Management also commented on stronger earnings power and efforts to improve efficiency and deposit growth. See our latest analysis for Simmons First National. The recent fourth quarter update has arrived after a strong run in the share price, with a 30 day share price return of 7.85% and a 90 day share price return of 16.97%. However, the 1 year total shareholder...

Republic Bancorp (RBCA.A) opened FY 2025 with Q1 revenue of US$118.2 million and basic EPS of US$2.40, followed by Q2 revenue of US$92.0 million and EPS of US$1.60, and most recently Q3 revenue of US$91.5 million with EPS of US$1.51, setting a clear earnings run rate for the year. Over the trailing twelve months to Q3 2025, revenue came in at US$378.3 million and basic EPS totalled US$6.47, while net income excluding extra items reached US$127.5 million, giving investors a fuller picture of...

Why Curbline Properties is on investors’ radar Curbline Properties (CURB) has been drawing attention after recent trading, with the stock closing at US$24.25 and showing positive total returns over the past month and past 3 months. For a self managed REIT focused on curbside shopping centers in higher income suburban areas, those returns and the current price give investors a concrete starting point for assessing how the market is currently valuing its exposure to traffic heavy retail...

If you are wondering whether Valmont Industries is still good value after its recent run, this article walks through what the current price might be telling you about expectations baked into the stock. Shares of Valmont Industries last closed at US$445.56, with returns of 1.2% over 7 days, 10.7% over 30 days, 8.2% year to date, 35.4% over 1 year, 41.2% over 3 years and 118.9% over 5 years. These performance figures can influence how investors think about future upside and risk. Recent...

Pro-Dex (PDEX) has released its Q2 2026 numbers, reporting revenue of US$18.7 million and Basic EPS of US$0.67. The company’s quarterly revenue moved from US$16.8 million and EPS of US$0.63 in Q2 2025 to US$18.7 million and EPS of US$0.67 in Q2 2026, while trailing twelve month revenue reached US$72.1 million alongside Basic EPS of US$3.48. Together with a trailing year net margin of 15.7%, these figures highlight how much of the current margin profile comes from the core business rather than...

NewtekOne FY 2025 earnings snapshot NewtekOne (NEWT) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$99.5 million and basic EPS of US$0.68 alongside net income of US$17.4 million. The company has seen quarterly revenue move from US$81.4 million and EPS of US$0.43 in Q2 2024 to US$92.8 million and US$0.53 in Q2 2025, and more recently US$99.5 million and US$0.68 in Q3 2025. This feeds into trailing twelve month EPS of US$2.27 on revenue of US$380.4 million...

AI Exposure launch puts Tenable Holdings (TENB) in focus Tenable Holdings (TENB) has rolled out Tenable One AI Exposure, a new capability within its exposure management platform that targets AI related risk across SaaS, cloud services, APIs and on premises environments. The launch centers on unified visibility into sanctioned and shadow AI, contextual insight into how AI ties into infrastructure and identities, and tools for reducing AI related exposure and supporting governance and...

Nebius Group (NasdaqGS:NBIS) has been selected by the Israel Innovation Authority to operate and develop Israel’s national AI supercomputer infrastructure. The decision follows a competitive process and places Nebius at the core of Israel’s AI compute capabilities. The mandate covers both the buildout and ongoing operation of high performance infrastructure for AI workloads. Nebius Group focuses on cloud and AI infrastructure, an area that has attracted growing attention as more workloads...

ConnectOne Bancorp (NasdaqGS:CNOB) completed the largest transaction in its history. The bank executed a full systems conversion shortly after the deal closed. The company outlined plans to consolidate branches and expand use of technology and AI. ConnectOne Bancorp, a regional banking company focused on commercial and consumer clients, is entering a period of operational change that goes beyond its usual financial updates. Completing its biggest deal to date alongside a full systems...

If you are wondering whether Fair Isaac's premium share price still lines up with its underlying value, or if expectations have run ahead of the fundamentals, this article walks through the numbers in a clear, practical way. The stock last closed at US$1,463.17, with returns of a 5.3% decline over 7 days, a 13.5% decline over 30 days, an 11.0% decline year to date and a 21.9% decline over 1 year, set against very large gains over 3 and 5 years of 114.8% and 206.2% respectively. Recent...

In late January 2026, First Busey Corporation reported fourth-quarter 2025 results showing higher net interest income of US$157,560,000 and net income of US$60,750,000 year on year, while confirming the separation of longtime executive Michael J. Maddox and related leadership changes at Busey Bank. The quarter also featured robust revenue that surpassed analyst expectations, record wealth management fee income driven by higher assets under care, and completion of a long-running share...

If you are wondering whether Rockwell Automation's current share price lines up with its underlying value, you are not alone. This article focuses squarely on what the numbers can and cannot tell you about that question. The stock most recently closed at US$421.65, with stated returns of 0.9% over 7 days, 8.4% over 30 days, 5.8% year to date, 53.9% over 1 year, 53.2% over 3 years and 89.1% over 5 years. Recent coverage has highlighted Rockwell Automation as a key name in industrial...

In January 2026, Bausch Health Companies Inc. reported that its global Phase 3 RED-C program testing amorphous-rifaximin solid soluble dispersion in adults with liver cirrhosis for primary prevention of hepatic encephalopathy did not meet its primary endpoint, despite a favorable safety and tolerability profile. This outcome highlights both the clinical challenges in preventing hepatic encephalopathy and the implications for Bausch Health’s efforts to expand its hepatology pipeline. We...

SM Energy has completed its merger with Civitas Resources, with the combined company operating under the SM Energy name. The deal creates a larger oil and gas producer with a revised leadership team and board structure. Civitas Resources, previously listed as NYSE:CIVI, is being removed from multiple major equity indices following the merger. The new ownership structure affects existing shareholders, index funds, and institutional investors with exposure to NYSE:CIVI. Civitas Resources,...