U.S. Mortgage REITs Stock News

Nebius Group (NBIS) has just completed its rebrand from Yandex and returned to trading, with fresh attention on its AI infrastructure contracts with Microsoft and Meta Platforms and the investment risks tied to rapid expansion. See our latest analysis for Nebius Group. The rebrand and the AI capacity deals appear to be the main backdrop for Nebius Group’s volatile year, with a 1-year total shareholder return of 225.26% alongside a 90-day share price return decline of 21.77% and a latest close...

West Coast Community Bancorp (WCCB) has put up another solid set of numbers for FY 2025, with third quarter revenue at US$32.4 million and basic EPS of US$1.15, supported by trailing twelve month revenue of US$125.0 million and EPS of US$3.86. The company has seen revenue move from US$86.9 million and EPS of US$4.24 on a trailing basis in the second quarter of FY 2024 to US$125.0 million and EPS of US$3.86 by the third quarter of FY 2025. Over the same span, trailing net income shifted from...

Equifax (NYSE:EFX) has launched Synthetic Identity Risk, an AI and machine learning based tool aimed at detecting and preventing synthetic identity fraud. A few days later, the company introduced Income Confirm, which combines The Work Number data with Equifax credit reports to support employment and income verification during lending. Equifax, trading at $208.03, is rolling out these products at a time when synthetic identity fraud and verification complexity are key concerns for lenders...

NBT Bancorp (NBTB) just wrapped up FY 2025 with fourth quarter revenue of US$181.4 million and basic EPS of US$1.06, capping a trailing twelve month run to US$664.8 million in revenue and EPS of US$3.34. Over the past few quarters, revenue has moved from US$146.3 million in Q4 2024 to US$181.4 million in Q4 2025, while quarterly EPS has ranged from US$0.45 in Q2 2025 to just over US$1.06 most recently. This gives investors a clear view of how the top and bottom lines have tracked through the...

Twilio (TWLO) shares moved higher after a Citizens analyst reiterated a positive view on the company, citing strong user engagement metrics and Twilio’s position in voice AI as key drivers of investor attention. See our latest analysis for Twilio. That bullish call on Twilio comes after a busy stretch, including a new multi-year partnership with AEG and an upcoming earnings release on 12 February 2026. The stock has shown an 11.8% 7 day share price return, a 19.93% 90 day share price return...

Nike is cutting about 775 jobs at its U.S. distribution centers as it accelerates automation and efficiency initiatives. The company is also investigating a reported data breach after a ransomware group claimed to leak internal Nike data. Both developments highlight operational and security pressures for NIKE (NYSE:NKE) during a period of supply chain change. For investors watching NIKE (NYSE:NKE), these headlines come on top of a mixed share price backdrop. The stock last closed at $63.09,...

Vertiv Holdings Co (NYSE:VRT) has launched Vertiv Next Predict, an AI-powered predictive maintenance service for data centers. The company is also expanding global availability of its MegaMod HDX modular liquid cooling and power systems for high density AI workloads. These product moves are aimed at supporting customers as AI related computing demand increases across regions. Vertiv focuses on power, cooling, and infrastructure solutions for data centers, communication networks, and...

Opendoor Technologies, NasdaqGS:OPEN, updated its disclosure practices to add new official channels for material information. The company identified CEO Kaz Nejatian's new X handle as an authorized source for market moving updates. The change is aimed at guiding investors and followers toward verified communication channels. For investors tracking NasdaqGS:OPEN, this disclosure update sits against a backdrop of a $5.81 share price and a very large 1 year return of 287.3%. Over longer...

In recent days, analysts reaffirmed generally positive views on ArcBest, emphasizing its solid financial position and a multi‑year labor contract that helps secure cost visibility. These views, combined with expectations around ArcBest’s upcoming earnings and broader less‑than‑truckload industry conditions, are shaping investor sentiment ahead of the report. Next, we’ll examine how this renewed analyst confidence, particularly around ArcBest’s long‑term labor agreement, influences the...

Recently, Valmont Industries raised its full-year 2025 EPS guidance and appointed William E. Johnson, formerly of Conagra Brands and KPMG, as chief accounting officer, moves that have drawn renewed attention from analysts. These developments have reinforced perceptions of stronger financial oversight and earnings visibility, contributing to increased confidence in Valmont’s longer-term earnings profile among industry observers. With this backdrop and the higher EPS guidance, we’ll now...

Aftermath Silver (OTCPK:AAGF.F) is drawing fresh attention after filing a new NI 43-101 technical report for its Berenguela silver copper manganese project in Peru, including an updated mineral resource estimate. See our latest analysis for Aftermath Silver. The technical report has arrived after a strong run, with a 90 day share price return of 76.45% and a one year total shareholder return of 175.27%, even though the one day share price return was a 5.60% decline. If this kind of project...

Brunswick (NYSE:BC) highlighted new supply agreements and product momentum at the 2026 Düsseldorf Boat Show. The company secured exclusive supply deals with leading OEM partners at the event. Brunswick reinforced its leadership position in outboard engines in front of a global audience. The Sea Ray SDX 270 Surf received an award that underscores the brand’s visibility at the show. For investors watching the marine and recreation space, Brunswick operates at the intersection of boat...

Bristow Group (VTOL) has just closed a private offering of US$500 million in 6.750% senior secured notes due 2033 and extended its asset-based revolving credit facility to 2031, reshaping its debt profile. See our latest analysis for Bristow Group. The financing news comes after a strong run in the shares, with Bristow Group’s 30-day share price return of 20.7% and year to date share price return of 18.37% pointing to building momentum, alongside a 1-year total shareholder return of 28.08%...

Why Federal Home Loan Mortgage is on investors’ radars Federal Home Loan Mortgage (FMCC) has drawn fresh attention after a mixed stretch in its share price, with a 22.2% decline over the past month and a 26.1% decline over the past 3 months. That short term weakness contrasts with its longer record, including a 55.5% total return over the past year and a very large 3 year total return. This has prompted investors to reassess how current pricing lines up with fundamentals. See our latest...

Hecla Mining (NYSE:HL) has agreed to sell its Quebec subsidiary, shifting its portfolio toward core silver assets. The company has also received fresh permitting for its Polaris Exploration Project in Nevada's Aurora Mining District. These portfolio moves come as Hecla's share price stands at $29.97, with very large 1 year and multi year returns. For investors watching NYSE:HL, this combination of a Quebec asset sale and new exploration permits in Nevada signals a clear refocus on silver...

AAR (AIR) has attracted fresh attention after the FAA recognized it as the first third-party MRO to meet new Safety Management System requirements, alongside revenue and earnings growth that are running ahead of sector peers. See our latest analysis for AAR. The latest FAA recognition arrives after a strong run in the share price, with a 30 day share price return of 22.56% and a 90 day share price return of 23.30%. The 1 year total shareholder return sits at 51.34% and the 5 year total...

Why New York Times stock is on investors’ radar New York Times (NYT) has caught investor attention after a period of solid share price performance, with returns over the past month, past 3 months and year outpacing many media peers. See our latest analysis for New York Times. At a share price of $72.85, New York Times has seen a 26.87% 3 month share price return and a 36.73% 1 year total shareholder return, which indicates that momentum has been building recently rather than fading. If New...

Intuitive Surgical's da Vinci 5 has received FDA clearance for minimally invasive cardiac procedures. The system includes AI powered and data driven features aimed at supporting surgical planning and execution. Intuitive is also integrating AI capabilities into its Ion endoluminal system for diagnostic and therapeutic procedures. For investors watching Intuitive Surgical (NasdaqGS:ISRG), this new cardiac clearance arrives with the stock trading at $528.81 and showing mixed recent returns,...

Automatic Data Processing’s board has declared a regular quarterly dividend of US$1.70 per share, payable on April 1, 2026 to shareholders of record as of March 13, 2026, while the company prepares to report its latest quarterly earnings on January 28, 2026. This combination of a confirmed cash return to shareholders and an upcoming earnings release is drawing attention to how ADP’s evolving AI‑enabled workforce platform supports its long-term dividend profile. With the stock little changed...

If you are wondering whether Liberty Latin America is priced as a bargain or a value trap, it helps to first look at how the market has been treating the stock recently and how that lines up with its fundamentals. The share price recently closed at US$7.62, with returns of 1.7% over the last 7 days, 1.9% over the last 30 days, 5.0% year to date, and 10.1% over the last year, set against negative 3 year and 5 year returns of 22.2% and 24.4% respectively. Recent coverage has focused on Liberty...

Earlier in January 2026, COPT Defense Properties executed a build-to-suit lease with a Defense/IT tenant for a 236,000-square-foot facility in its Maryland portfolio, involving an anticipated US$146,000,000 capital commitment and rent commencement expected in the third quarter of 2028. This long-duration, purpose-built project underlines COPT Defense Properties’ specialized role in supplying secure, mission-critical real estate for defense and technology users. Next, we will examine how this...

If you are wondering whether Northrop Grumman's current share price lines up with its true worth, this article walks through the key numbers that matter for value focused investors. The stock last closed at US$660.97, with returns of 14.5% over the past 30 days and 33.6% over the last year, while the 7 day return was a 0.9% decline. Recent moves in the share price sit against a backdrop of ongoing interest in defence and aerospace contractors, as investors continue to pay attention to...

Southwest Airlines (NYSE:LUV) is shifting from open seating to assigned seating after more than 50 years. The company plans to introduce premium seating options and a segmented pricing and fare structure. This overhaul aims to reshape the customer experience and reposition the airline within the industry. For an airline long known for its single cabin and open seating model, this is a major reset in how Southwest Airlines presents its product and prices its seats. You are now looking at...

AdaptHealth Corp previously announced a definitive five-year agreement to become the exclusive provider of home medical equipment and supplies for a large national healthcare system serving more than 10 million members, with the contract expected to generate over US$1.00 billion in revenue. The company highlighted that this partnership should add at least US$200 million in new annual revenue once fully ramped, while supporting efforts to improve profitability, strengthen its core business...