U.S. Mortgage REITs Stock News

Automatic Data Processing (ADP) is back in focus after fiscal Q2 2026 results beat analyst revenue and adjusted EPS forecasts. However, the stock reaction has been shaped by insider selling and a new US$6b buyback announcement. See our latest analysis for Automatic Data Processing. Despite the Q2 beat and new US$6b buyback, recent sentiment shifts and insider selling have coincided with a 30 day share price return decline of 17.95% and a 1 year total shareholder return decline of 29.64%,...

McKesson (MCK) has been caught in a sector-wide selloff, with drug distribution and logistics names sliding about 4% after an AI focused logistics firm claimed sizable efficiency gains that rattled investors. See our latest analysis for McKesson. Against that backdrop, McKesson’s recent pullback sits alongside a 12.1% 30 day share price return and an 11.0% 90 day share price return. Its 1 year total shareholder return of 58.1% and 5 year total shareholder return of about 4.4x suggest momentum...

Safehold FY 2025 earnings snapshot Safehold (SAFE) has wrapped up FY 2025 with Q4 revenue of US$83.3 million and basic EPS of US$0.39, rounding out a trailing twelve month run of US$385.6 million in revenue and EPS of US$1.60 alongside year over year EPS growth of 8.2%. Over recent quarters the company has seen quarterly revenue range from US$83.3 million to US$102.7 million and EPS move between US$0.39 and US$0.41, against a backdrop of a five year EPS compound growth rate of 3.1%. With net...

In recent weeks, Ondas Holdings and its subsidiaries secured a multi-year landmine clearance contract in Israel worth over US$30,000,000 and a new multi-million dollar counter‑UAS order in a European NATO country, while also agreeing to acquire UK-based Rotron Aero to expand their unmanned and autonomous aerial capabilities. Together, these defense-focused wins and the Rotron Aero acquisition underscore Ondas’s push to build an integrated autonomous systems and border security platform...

Matic’s new partnership with nCino (NCNO) brings a home insurance marketplace directly into nCino’s mortgage point of sale product, a move that could matter for investors watching its role in digital lending workflows. See our latest analysis for nCino. nCino’s partnership activity arrives after a weak stretch for the stock, with a 30 day share price return of 34.04% and a 1 year total shareholder return decline of 52.88%, suggesting sentiment has been fading despite ongoing product...

UiPath recently broadened its automation platform into agentic AI, completed the acquisition of AI compliance specialist WorkFusion, and prepared to report its fiscal 2026 results on March 11, 2026. These moves, combined with rising short interest and a high-profile debate over valuation, are sharpening investor attention on how effectively UiPath can turn its AI ambitions into durable enterprise demand. We’ll now examine how UiPath’s push into agentic AI, highlighted by the WorkFusion...

Recent commentary has highlighted MasTec as a central contractor in building and upgrading 5G networks, data centers, clean energy projects, and EV charging infrastructure, reflecting growing investor attention to its role across critical digital and energy systems. An interesting takeaway is that MasTec is drawing increasing institutional interest not through hype, but through its broad exposure to long-term connectivity and energy transition build-outs. Next, we’ll examine how MasTec’s...

Masco (MAS) is back in focus after its latest quarterly update, where profitability topped analyst expectations, a 3% dividend increase was announced, and a new US$2b share repurchase program was unveiled. See our latest analysis for Masco. Those updates come after a strong run in the share price, with Masco up 25.4% on a 3 month share price return and 18.2% year to date. The 3 year total shareholder return of 46.3% shows longer term holders have also seen solid gains, suggesting momentum has...

Peabody Energy Corporation has reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$1,022.3 million and net income of US$10.4 million, and a full-year sales figure of US$3,861.5 million alongside a net loss of US$52.9 million, while also declaring a quarterly dividend of US$0.075 per share payable on March 10, 2026. The swing from full-year net income of US$370.9 million in 2024 to a net loss in 2025, even as the board maintained a cash dividend, raises...

On February 12, 2026, CarMax announced that Keith Barr, former CEO of InterContinental Hotels Group, will become its President, CEO, and board member, effective March 16, 2026, with interim leader David McCreight returning to his role as an independent director. The appointment brings a leader with deep experience in customer experience, loyalty programs, and large-scale digital transformation into a business seeking to revamp its operations after a three-year sales slump. We’ll now examine...

In February 2026, Medpace Holdings reported past fourth-quarter 2025 results showing revenue of US$708.45 million and GAAP diluted EPS of US$4.67, alongside full-year 2025 revenue of US$2.53 billion and net income of US$451.12 million. The company also issued 2026 guidance calling for revenue of US$2.76–US$2.86 billion and GAAP diluted EPS of US$16.68–US$17.50, while acknowledging elevated trial cancellations and a softer book-to-bill ratio despite strong new business awards. We’ll now...

New Jersey Resources Corporation recently reported first-quarter 2026 results, with revenue of US$604.85 million and net income of US$122.49 million, while completing a long-running US$303.78 million share repurchase program that retired 17,814,946 shares over time. Alongside earnings, the company raised its fiscal 2026 net financial earnings per share guidance to a range of US$3.28 to US$3.43, reflecting stronger-than-expected performance in its Energy Services segment in January 2026. We...

Recent analyst revisions around On Holding (ONON) have turned more favorable after earnings and revenue previously came in ahead of expectations, with current forecasts pointing to strong revenue growth and the stock recently outperforming the broader market. See our latest analysis for On Holding. That backdrop of stronger analyst sentiment has come alongside a 2.30% 1 day share price return and a 4.19% 7 day share price return. However, the year to date share price return shows a 3.54%...

In recent months, Innodata has repositioned itself as a low-code software platform focused on artificial intelligence, working closely with companies building generative AI models to support their development needs. This evolution from data services to an AI-centric platform business highlights how Innodata is trying to embed itself more deeply in clients' technology stacks and workflows. Next, we'll examine how Innodata's push into low-code AI platforms and generative AI partnerships...

Baxter International (NYSE:BAX) is rolling out a new decentralized operating model that removes a management layer to push more accountability to individual businesses. The company is downsizing its IV Solutions business after ongoing operational and market challenges, including a disappointing quarter and weaker conditions in key segments. These changes are part of a broader overhaul that includes continued product development efforts. Management has indicated that any recovery is more...

Vestis (VSTS) just reported its first quarter 2026 results, with revenue slightly below expectations and down from a year earlier, while adjusted earnings came in ahead of forecasts due to tighter cost control. See our latest analysis for Vestis. The earnings beat and reaffirmed guidance have arrived after a volatile stretch for shareholders. A 90 day share price return of 44.19% and year to date gain of 17.02% contrast with a 1 year total shareholder return decline of 43.61%, suggesting...

Q4 earnings trigger fresh focus on PPG Industries (PPG) PPG Industries (PPG) is back in the spotlight after Q4 2025 results highlighted 3% organic sales growth, broad based volume and pricing gains, and cost savings alongside 2026 adjusted EPS guidance. See our latest analysis for PPG Industries. The Q4 update and the recent launch of the PPG STEELGUARD 652 fire protection coating have coincided with strong momentum, with a 30 day share price return of 20.97% and a 35.36% return over 90 days...

AvePoint recently expanded its Confidence Platform with new agentic AI governance tools and broader backup coverage across key SaaS, IaaS, and PaaS data sources to help enterprises monitor and remediate AI-related security and data risks more effectively. By allowing organizations to define custom risk profiles for AI agents and centralize visibility across additional services like Okta, Confluence, Jira, and major cloud data stores, AvePoint is positioning its platform as a control hub for...

Plug Power shareholders approved a significant increase in the company’s authorized share count, giving management more flexibility to raise capital. The company is facing multiple class action lawsuits alleging misleading statements about access to Department of Energy loan funds and hydrogen facility construction. Plug Power reported recent operational progress in Europe, including the first hydrogen fill of a large pipeline in Rotterdam and installation of an electrolyzer system in...

In February 2026, InnovAge Holding Corp. reported past second-quarter and six-month results to December 31, 2025, showing revenue rising to US$239.71 million and US$475.81 million respectively, with net income improving to US$10.62 million for the quarter and US$18.64 million for the half-year, reversing prior losses. The company also raised its fiscal 2026 total revenue guidance to a range of US$925 million to US$950 million, highlighting management’s increased confidence in its current...

Why HomeOfficeIQ and Engagement Cloud matter for Calix investors Calix (CALX) has just rolled out HomeOfficeIQ and a new generation of its Engagement Cloud, both aimed at helping broadband service providers keep subscribers connected, secure, and more engaged during critical moments at home. Instead of being just another product refresh, these launches focus on two pressure points that matter to both subscribers and Calix customers: dependable connectivity for work, and richer, more...

Addus HomeCare (ADUS) is back in focus as recent research highlights expected benefits from reimbursement rate increases in Texas and Illinois, alongside a softer labor market that could support hiring in its core Personal Care segment. See our latest analysis for Addus HomeCare. The recent research around reimbursement tailwinds and hiring conditions is landing at a time when momentum appears to be rebuilding, with a 7.48% 7 day share price return and year to date share price return of...

In February 2026, Vertex, Inc. reported fourth-quarter 2025 revenue of US$194.71 million and a net loss of US$7 million, while full-year revenue reached US$748.44 million with net income of US$7.21 million, and it issued 2026 revenue guidance of US$193.5 million–US$196.5 million for Q1 and US$823.5 million–US$831.5 million for the year. The company also installed a new President and CEO, Christopher Young, who is emphasizing AI-powered offerings like smart categorization and Vertex Copilot,...

Duke Energy (NYSE:DUK) announced an expanded US$103b capital investment plan, which it describes as the largest among regulated U.S. utilities. The plan targets grid and generation upgrades, including new gas and renewable energy projects. Duke Energy is also advancing a potential combination of its Carolinas utilities that could reduce customer costs. Duke Energy, a major regulated utility serving electric and gas customers across several U.S. regions, is putting a bigger spotlight on grid...