U.S. Mortgage REITs Stock News

NYSE:AEE
NYSE:AEEIntegrated Utilities

Ameren Stock And Two Utility Dividend Growers Facing Fed Rate Pressure

With the Federal Reserve weighing inflation risks, interest rate moves, and policy shocks from tariffs or new spending plans, dividend growth stocks sit in a tricky but potentially interesting spot. Companies that have a record of raising payouts and keeping debt at moderate levels can sometimes offer a middle ground between income and stability, though nothing is guaranteed. This article looks at how that policy tug of war might influence a select group of large cap US dividend growers and...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Cathay General Bancorp (CATY) Stock Highlights Q2 Cost Efficiency Win Amid Narrative Tension

Cathay General Bancorp (CATY) opened Q2 2026 with total revenue of US$211.1 million and basic EPS of US$1.38, while trailing twelve month revenue came in at US$795.2 million with EPS of US$5.14, setting a clear earnings season benchmark for investors. The company has seen revenue move from US$704.8 million to US$795.2 million on a trailing basis, with EPS rising from US$4.16 to US$5.14 over the same period. This gives a cleaner read on how the earnings line is tracking into this quarter. With...
NYSE:PGR
NYSE:PGRInsurance

Progressive Stock And 2 Dividend Names For Investors Seeking Reliable Income

Global inflation risks, energy price swings and shifting tariffs are keeping investors on edge, which makes reliable income from dividends especially attractive. The Dividend Powerhouses (3%+ Yield) screener focuses on companies offering yields above 5% that are described as well covered, growing and stable. For investors who want regular cash returns without trying to predict every macro twist, this kind of filter can help narrow the field to income options with some built in resilience. In...
NasdaqGS:FSBC
NasdaqGS:FSBCBanks

Five Star Bancorp (FSBC) Stock Faces Rising Non Performing Loans Challenging Bullish Credit Narratives

Five Star Bancorp (FSBC) has just posted Q2 2026 results that put the focus squarely on revenue of US$45.7 million and EPS of US$0.91, backed by trailing twelve month revenue of US$167.6 million and EPS of US$3.39. The company has seen revenue move from US$35.8 million and EPS of US$0.68 in Q2 2025 to US$45.7 million and EPS of US$0.91 in Q2 2026. Trailing net income of US$72.0 million sets the backdrop for the latest quarter. With a net profit margin of 43% on a trailing basis and a Q2 net...
NYSE:EQR
NYSE:EQRResidential REITs

Equity Residential (EQR) Stock Faces Margin Compression As FFO Stays Near 382 Million

Equity Residential (EQR) opened Q2 2026 with total revenue of US$785.0 million, Funds From Operations of US$382.5 million and basic EPS of US$0.30, giving investors a clean snapshot of how the portfolio is currently earning its keep. Over the past few quarters, the company has seen revenue move from US$760.8 million in Q1 2025 to US$779.8 million in Q1 2026 and then to US$785.0 million in Q2 2026, while quarterly EPS has ranged from US$0.24 to just over US$1.00 as one off items and changing...
NYSE:FR
NYSE:FRIndustrial REITs

First Industrial Realty Trust (FR) Stock FFO Beat Challenges Bearish Earnings Narrative

First Industrial Realty Trust (FR) opened Q2 2026 with total revenue of US$195 million, net income of US$77.1 million and basic EPS of US$0.58, while funds from operations reached US$111.7 million, or US$0.82 per share. The company reported quarterly revenue of US$179.8 million in Q2 2025 and US$195 million in Q2 2026, with net income over the same period moving from US$55.1 million to US$77.1 million as EPS increased from US$0.42 to US$0.58. For investors, these results highlight firm top...
NasdaqGS:CEVA
NasdaqGS:CEVASemiconductor

Is CEVA (CEVA) Above Fair Value After a 73% Rally?

CEVA stock has rallied strongly this year, yet the broad valuation checks still lean cautious, creating a gap between its recent share price strength and what the numbers suggest about how comfortably priced it is. CEVA is up 72.9% year to date, a jump that puts recent momentum front and center in any valuation discussion. For a semiconductor licensing business like CEVA, expectations for sustained royalty and licensing revenue can support higher multiples, while any pressure on customer...
NYSE:SON
NYSE:SONPackaging

Sonoco Products (SON) Stock Faces One Off Boost As Q2 EPS Challenges Bullish Narrative Baseline

Sonoco Products (SON) has put solid headline numbers on the board for Q2 2026, with revenue of about US$1.9 billion and basic EPS of roughly US$1.05. This is set against trailing 12 month revenue of around US$7.5 billion and EPS of about US$6.50 that reflect very large year over year earnings growth helped by a sizeable one off gain. The company has seen quarterly revenue move from roughly US$1.9 billion in Q2 2025 to about US$1.9 billion in Q2 2026, while basic EPS has shifted from roughly...
NYSE:CPRI
NYSE:CPRILuxury

European Tariffs Could Favor Capri Stock Crocs And Steven Madden

Tariffs rarely move in a straight line, and the latest US decision to impose new 10–12.5% duties on 60 trading partners while keeping overall effective rates near 10.8% is a reminder that trade policy can quickly reshape winners and losers. With major European countries seeing relatively lower or slightly reduced tariff rates, some US retail stocks exposed to European imports could see a cost advantage over rivals reliant on Brazil, China, Vietnam or Indonesia. This article walks through...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Stock Faces Earnings Quality Questions After 55% Net Margin Headline Beat

Alphabet (GOOGL) has just posted Q2 2026 results with revenue of US$119.8 billion, basic EPS of US$9.23 and trailing twelve month EPS of US$20.17, setting the tone for this earnings season. The company has seen quarterly revenue move from US$96.4 billion in Q2 2025 to US$119.8 billion in Q2 2026, while basic EPS shifted from US$2.33 to US$9.23 over the same period, supported by trailing twelve month net income of US$244.1 billion. For investors, the combination of higher EPS, a richer profit...
NYSE:ACI
NYSE:ACIConsumer Retailing

Albertsons (ACI) Cuts 2026 Outlook As Restructure And CFO Exit Add Pressure

Albertsons Companies (NYSE:ACI) cut its fiscal 2026 sales and profit outlook, citing softer demand and higher reinvestment needs. The company plans a broad operational restructuring, including consolidating divisions to streamline its grocery operations. Albertsons also announced that its Chief Financial Officer intends to retire, adding leadership changes to an already active period of transition. For investors watching Albertsons Companies, these updates arrive after a tough period for...
NYSE:COF
NYSE:COFConsumer Finance

Capital One (COF) Faces Zelle Lawsuit As Canada Data Breach Settlement Progresses

New York Attorney General files a lawsuit alleging widespread consumer fraud on the Zelle payments network, naming Capital One Financial (NYSE:COF) as a co-owner and key shareholder. The case centers on claims that Zelle prioritized growth over security, leading to systemic losses for customers using participating banks. Separately, Capital One reaches a C$35 million settlement in Canada tied to a previous data breach, addressing part of its outstanding legal exposure. Capital One...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

Does First Financial Bancorp’s (FFBC) Finward Deal Mark a Strategic Shift in Growth Priorities?

First Financial Bancorp. recently reported second-quarter 2026 results showing higher net interest income of US$190.38 million and net income of US$76.46 million compared with a year earlier, while also declaring a quarterly dividend of US$0.26 per share payable on September 15, 2026. The bank is pairing this earnings momentum with expansion, announcing an acquisition of Finward Bancorp that is expected to increase earnings per share and deepen its presence in Northwest Indiana and the...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Protagonist Therapeutics (PTGX) Stock Looks Stretched As A Price Target Boost Lands

Protagonist Therapeutics has delivered a very large 3 year return, yet its current valuation screens as expensive on market multiples and only mixed on broader checks, which raises questions about how much optimism is already in the share price. Over the past 3 years, Protagonist Therapeutics has returned roughly 7x, which puts extra focus on whether recent gains can be supported by fundamentals over time. Recent enthusiasm around the company, including a higher price target from Barclays,...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Vita Coco (COCO) Stock Looks Reasonable On Cash Flow But Rich On Earnings

Vita Coco Company stock has delivered a strong 161.5% return over the past three years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) view pointing to upside while earnings based multiples suggest the shares are priced rich. Over three years, Vita Coco Company has returned 161.5%, which puts more weight on whether today’s price still leaves room above intrinsic value. Recent acquisitions and expectations for higher earnings can support the DCF based intrinsic value...
NYSE:REXR
NYSE:REXRIndustrial REITs

Will REXR’s Q2 Impairment Hit and US$1 Billion Buyback Change Rexford Industrial Realty's (REXR) Narrative

Rexford Industrial Realty, Inc. reported past second quarter 2026 results showing sales of US$243 million, revenue of US$245.51 million, and a net loss of US$504.15 million driven by non-cash impairments, alongside funds from operations of US$0.63 per share that exceeded consensus estimates. Alongside these mixed operating metrics, the company unveiled a new US$1.0 billion stock repurchase program and raised its 2026 disposition guidance to US$1.5–2.0 billion as it repositions its portfolio...
NYSE:RVLV
NYSE:RVLVSpecialty Retail

Revolve Group (RVLV) Stock Looks Above Fair Value After 65% Slump

Revolve Group stock is coming off a mixed five year stretch where the share price is down about 64.9%, yet recent gains and stronger international momentum sit against valuation checks that currently point to the shares trading at a premium to intrinsic value. Over the past five years, Revolve Group has delivered a share price decline of about 64.9%, which raises the question of whether the recent recovery has already been fully reflected in the price. International expansion and new...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN) Expands AI Defense Work With New Army Cybersecurity Role

Parsons (NYSE:PSN) is expanding its AI-driven defense and infrastructure solutions as part of a broader industrial modernization push. The company is leading efforts to deliver advanced cybersecurity services to the U.S. Army Research Lab, with a focus on mission-critical military field operations. These moves align Parsons with U.S. government priorities around national security, cyber resilience, and modernization of critical infrastructure. For readers tracking Parsons, this update...
NYSE:GGG
NYSE:GGGMachinery

Graco (GGG) Stock Margins Impress As 23.5% Net Profit Challenges Cautious Growth Narratives

Graco (GGG) opened Q2 2026 with total revenue of $590.6 million and basic EPS of $0.89, set against trailing twelve month revenue of $2.3 billion and EPS of $3.23 that underpin the latest earnings story. The company has seen quarterly revenue move from $571.8 million in Q2 2025 to $590.6 million in Q2 2026, while quarterly EPS shifted from $0.77 to $0.89 over the same period, supported by a trailing twelve month net profit margin of 23.5% and earnings growth of 10.5% that point to solid...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

BGC Group (BGC) Could Be 34% Undervalued On Analyst Target Gap

BGC Group (BGC) has drawn attention after recent data highlighted its revenue growth and earnings per share growth over the last two years, raising questions about how the stock reflects this reported expansion. See our latest analysis for BGC Group. Over the past year BGC Group’s share price return of 29.59% year to date and 2.79% over 90 days, alongside a 17.05% one year total shareholder return, points to momentum that has cooled in the last month as the 30 day share price return declined...
NYSE:VSH
NYSE:VSHElectronic

Rocket Lab And 2 Stocks That May Be Priced Below Their Estimated Value

Over the last 7 days, the United States market has dropped 2.0%, yet it remains up 15% over the past year with earnings forecasted to grow by 17% annually. In this environment, identifying stocks that may be priced below their estimated value could present potential opportunities for investors seeking to capitalize on future growth prospects.
NYSE:BFLY
NYSE:BFLYMedical Equipment

July 2026's Top Insider Owned Growth Companies

Over the last 7 days, the United States market has experienced a 2.0% decline, yet it remains up by 15% over the past year with earnings projected to grow by 17% annually. In this fluctuating environment, growth companies with high insider ownership can be particularly appealing as they often signal strong confidence from those closest to the business in its long-term potential.