U.S. Mortgage REITs Stock News

AGNC Investment (AGNC) has posted Q2 2026 results with total revenue of US$684 million and basic EPS of US$0.53, providing a snapshot of where the mortgage REIT stands after a volatile run of quarters. Over recent periods, total revenue has moved from US$836 million in Q3 2025 to US$995 million in Q4 2025, then to a revenue decline of US$114 million in Q1 2026 and back to US$684 million in Q2 2026. Over the same periods, basic EPS shifted from US$0.73 in Q3 2025 to US$0.83 in Q4 2025,...

With Jamie Dimon flagging that risks in stocks and long term Treasuries may be underpriced, many investors are rethinking where they want exposure. High deficits, sticky inflation, and an AI boom that some compare to the dot com era have pushed some to look more closely at value stocks with solid balance sheets and dependable dividends. This article focuses on three stocks from a Value Stocks screener that appear positioned to handle higher for longer rates and richer equity valuations, and...

RBB Bancorp (RBB) just posted Q2 2026 results with total revenue of US$33.1 million and basic EPS of US$0.60, while trailing 12 month revenue stood at US$126.5 million and EPS at US$2.44. This sets a clear baseline for how the business is currently earning its way forward. Over the past few quarters, revenue has moved from US$21.7 million in Q1 2025 to US$28.2 million in Q2 2025, then to US$31.7 million in Q4 2025 and now US$33.1 million in Q2 2026. Quarterly EPS shifted over the same period...

Mercantile Bank (MBWM) opened Q2 2026 with total revenue of US$70.6 million and basic EPS of US$1.50, while trailing twelve month revenue reached US$263.9 million with basic EPS of US$5.68 and net income of US$95.2 million, setting a clear earnings benchmark for investors. Over the last year, the company has seen revenue move from US$221.6 million to US$263.9 million and EPS climb from US$4.80 to US$5.68 on a trailing basis, underpinned by a net profit margin of 36.1% that slightly edges out...

Steel Dynamics (STLD) opened Q2 2026 with revenue of about US$6.1 billion and basic EPS of US$3.71, while trailing 12 month revenue stood at roughly US$20.5 billion and EPS at US$11.06. This gives investors a clear read on both the latest quarter and the recent run rate. Over the past five quarters, revenue has moved from US$4,369.2 million in Q1 2025 to US$6,091.6 million in Q2 2026, with quarterly EPS shifting from US$1.45 to US$3.71 over the same stretch. This sets the stage for a results...

SmartFinancial (SMBK) has put up another solid quarter, with Q2 2026 revenue of US$54.5 million and basic EPS of US$0.97, supported by trailing twelve month revenue of US$204.2 million and EPS of US$3.42 that the data characterizes as high quality. The company has seen revenue move from US$171.7 million to US$204.2 million on a trailing twelve month basis, while earnings growth over the last year is cited at 37.5%, setting the stage for investors to weigh stronger profits and a 28.1% net...

Roper Technologies stock has retreated sharply over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to a market price that is below what the fundamentals may justify. The share price is down 37.3% over the past year, which leaves investors asking whether this reset has simply brought expectations back to earth or pushed Roper Technologies into undervalued territory. Expectations around the company’s ability to keep...

3M (MMM) opened Q2 2026 with total revenue of US$6.5b and basic EPS of US$1.80, while trailing twelve month revenue sat at US$25.2b with EPS of US$5.66. Over recent quarters the company has seen quarterly revenue move from US$6.34b in Q2 2025 to US$6.50b in Q2 2026, with basic EPS shifting from US$1.35 to US$1.80 across the same periods. This sets up this earnings season around how far margins can hold against that revenue base. See our full analysis for 3M. With the headline numbers on the...

Wintrust Financial (WTFC) just posted its Q2 2026 numbers, with total revenue of US$715.5 million and basic EPS of US$3.34, while trailing twelve month figures show revenue at US$2.8 billion and EPS at US$12.63 alongside net income of US$847.9 million. Over the past few quarters, revenue has moved from US$648.1 million in Q2 2025 to US$715.5 million in Q2 2026 and quarterly EPS has shifted from US$2.82 to US$3.34. This sets up a results season where profitability and margins are front and...

Marsh & McLennan Companies (MRSH) has just posted Q2 2026 results with revenue of US$7.4b and basic EPS of US$2.64 on net income of US$1.27b, giving investors a fresh look at how its earnings engine is running. The company has seen quarterly revenue move from US$7.0b and EPS of US$2.46 in Q2 2025 to US$7.4b and EPS of US$2.64 in Q2 2026, while trailing twelve month EPS stands at US$8.19 on revenue of US$27.9b, setting the backdrop for how investors weigh earnings resilience against recent...

The race to redefine single aisle commercial aircraft is heating up, and the latest move from Airbus on folding wing extensions is a clear reminder that design choices today can influence order books and supply chains for years. For investors, the real story sits with the stocks that are most exposed to this news, from airframe specialists to key component suppliers evaluating new engine technologies. This article breaks down 3 stocks from our Aerospace and Defense, Commercial Aircraft...

Zacks recently upgraded Ambarella to a Rank #2 (Buy), reflecting an improved earnings outlook supported by upward revisions to analyst profit forecasts. This shift in expectations highlights how Ambarella’s evolving edge AI and IoT positioning is feeding directly into more optimistic earnings models. We’ll now examine how this upgraded earnings outlook could reshape Ambarella’s investment narrative around edge AI growth and risk. AI is about to change healthcare. These 39 stocks are working...

D.R. Horton (DHI) has reported Q3 2026 revenue of about US$9.2 billion and basic EPS of US$3.21, with the trailing 12 months showing EPS of US$10.54 and revenue of roughly US$33.4 billion alongside net income of US$3.1 billion. Over recent quarters, revenue has ranged from US$7.6 billion to US$9.7 billion while quarterly EPS has moved between roughly US$2.03 and US$3.37. This sets the backdrop for investors now weighing the current 9.2% trailing net margin against the recent period of weaker...

Hasbro (HAS) has put fresh numbers on the board for Q2 2026, reporting revenue of US$1,139.6 million and basic EPS of US$1.14, with net income excluding extra items of US$160.9 million setting the tone for this earnings update. The company has seen quarterly revenue move from US$980.8 million in Q2 2025 to US$1,139.6 million in Q2 2026, while basic EPS has shifted from a loss of US$6.10 to EPS of US$1.14 over the same period. Those shifts feed into a trailing twelve month net income of...

Crown Holdings (CCK) has put up another busy quarter, with Q2 2026 revenue at US$3.7b, basic EPS at US$2.24 and trailing twelve month earnings growth reported at 40.8% year over year. Over recent periods, the company has seen revenue move from US$3.1b in Q2 2025 to US$3.7b in Q2 2026, while trailing twelve month EPS shifted from US$4.74 to US$6.97. For investors, the key question now is how these higher earnings and current profit margins set expectations for the next phase of the story. See...

United Community Banks (UCBI) put up a solid headline in Q2 2026, reporting revenue of US$309.1 million and basic EPS of US$0.95 as the bank continued to translate its income statement into bottom line earnings. The company’s revenue increased from US$248.4 million in Q2 2025 to US$309.1 million in Q2 2026, while basic EPS over the same quarters went from US$0.63 to US$0.95. This was supported by a trailing net profit margin of 33.4% and year over year earnings growth of 39.7%, indicating...

Atlantic Union Bankshares (AUB) opened Q2 2026 with revenue of US$403.6 million and basic EPS of US$1.11, alongside trailing 12 month revenue of US$1.5 billion and EPS of US$3.35 that reflect the recent period of earnings growth. The company has seen quarterly revenue move from US$297.2 million in Q2 2025 to US$403.6 million in Q2 2026, with basic EPS over that stretch ranging from US$0.12 to US$1.11 as net income shifted from US$16.8 million to US$158.0 million. This sets up a results season...

Vicor (VICR) has just posted Q2 2026 results with revenue of US$143.4 million, basic EPS of US$1.08 and net income of US$49.8 million, putting fresh numbers behind a stock that has already been in focus. Over the past six reported quarters, the company has seen quarterly revenue range from US$94.0 million to US$143.4 million, while basic EPS has moved between roughly US$0.06 and US$1.08. This gives investors a clear view of how the top line and per share earnings have tracked together. With a...

General Motors (GM) has put fresh Q2 2026 numbers on the table, with revenue of about US$48.0 billion and basic EPS of US$1.44, alongside net income of roughly US$1.3 billion that lands against a current share price near US$79.52. Over recent quarters the company has seen revenue move between about US$43.6 billion and US$48.6 billion, while basic EPS has ranged from US$3.40 and US$1.93 in early and mid 2025 to a reported loss of US$3.60 in Q4 2025 and then US$2.87 and US$1.44 in Q1 and Q2...

W. R. Berkley (WRB) has reported Q2 2026 results with revenue of about US$3.7 billion, basic EPS of US$1.16 and net income of US$452 million, against a backdrop of trailing twelve month revenue of US$14.9 billion and EPS of US$4.90. The company has seen quarterly revenue range between roughly US$3.5 billion and US$3.8 billion over the past six reported periods, while basic EPS has moved between US$1.01 and US$1.31. This gives investors a consistent read on earnings power even as narratives...

Charles Schwab (SCHW) opened Q2 2026 with headline figures that put earnings in clear focus, reporting total revenue of US$7.1 billion and basic EPS of US$1.55, backed by trailing twelve month revenue of US$26.0 billion and EPS of US$5.51 alongside earnings growth of 43.2% over the past year. Over recent quarters, the company has seen revenue move from US$5.9 billion and EPS of US$1.09 in Q2 2025 to US$7.1 billion and EPS of US$1.55 in Q2 2026. Trailing net profit margin sits at 37.4%...

Washington Trust Bancorp (WASH) opened Q2 2026 with total revenue of US$58.9 million and basic EPS of US$0.84, as the bank continued to report positive net income of US$16.0 million. The company has seen quarterly revenue move from US$49.7 million in Q3 2025 to US$58.7 million in Q4 2025 and then US$53.8 million in Q1 2026, while basic EPS shifted from US$0.57 to US$0.84 and then US$0.66 over the same stretch. This gives investors a clearer view of how the earnings line has tracked alongside...

Indiana Michigan Power, a subsidiary of American Electric Power Company (NasdaqGS:AEP), has filed for regulatory approval of the Rockport Energy Center, a major natural gas generation project at its existing Rockport site. The proposed facility is positioned as a new cornerstone of AEP’s shift toward gas-fired generation to support grid reliability and help manage long-term power costs in Indiana. The project is expected to influence regional grid capacity, local employment, and future...

GTT Communications and Hewlett Packard Enterprise (NYSE:HPE) have expanded their global partnership to offer new managed cloud networking and security services. The collaboration introduces services such as secure access service edge (SASE) and managed LAN/WLAN, using HPE Aruba Central and HPE Aruba Secure Connect. The new services target global enterprises looking to combine cloud based security with centralized network management. For investors watching Hewlett Packard Enterprise, this...