U.S. Mortgage REITs Stock News

OCC approval for Upstart Bank puts new business model in focus Upstart Holdings (UPST) has drawn fresh attention after the Office of the Comptroller of the Currency granted conditional approval for its proposed Upstart Bank, N.A., a key step toward operating an AI-centered national bank. See our latest analysis for Upstart Holdings. Despite the OCC approval drawing fresh interest to Upstart Holdings, the stock has been under pressure, with the share price down 19.99% over 30 days and the 1...

Resources Connection (RGP) has just posted its FY 2026 results, reporting fourth quarter revenue of US$106.1 million and a basic EPS loss of US$0.47, as the company continues to work through a period of weakened profitability. Over the last six quarters provided, revenue has moved from US$139.3 million in Q4 FY 2025 to US$106.1 million in Q4 FY 2026. Over the same period, quarterly basic EPS ranged from a loss of US$2.23 to a loss of US$0.07, before ending at a loss of US$0.47. For investors,...

Earlier this week, The Chefs' Warehouse, Inc. highlighted that its second‑quarter 2026 results were expected to show sales and earnings growth, supported by strong North American performance, premium hospitality demand, and efficiency gains from technology and pricing execution, despite ongoing cost and market pressures. An interesting angle for investors is how this emphasis on operating leverage and technology‑driven efficiencies could further reinforce the company’s focus on higher‑value,...

Earlier this month, PepsiCo’s board approved a quarterly dividend of US$1.48 per share, a 4 percent increase, payable on September 30, 2026 to shareholders of record as of September 4, 2026. This higher dividend, alongside pressure from activist investor Elliott Investment Management to refocus on core brands and lighten bottling exposure, highlights how capital allocation and portfolio priorities are becoming central to PepsiCo’s story. Next, we’ll examine how the dividend increase and...

Ameriprise Financial, Inc. has released its second-quarter 2026 results, reporting sales of US$341 million, total revenue of US$5,013 million, net income of US$1,113 million, and diluted earnings per share from continuing operations of US$11.98, while also declaring a quarterly dividend of US$1.70 per share payable on August 21, 2026. The combination of higher revenue and net income versus a year earlier, alongside the reaffirmed dividend, highlights the company’s emphasis on both business...

Ian T. Clark has resigned from the board of Corvus Pharmaceuticals, effective immediately. The change affects the governance structure of Corvus Pharmaceuticals, listed as NasdaqGM:CRVS. Investors may reassess the company’s leadership outlook and oversight following this departure. Corvus Pharmaceuticals, trading on NasdaqGM:CRVS, has seen very large gains over the past 1 year and 3 years, with the stock up 177.5% and roughly 5x respectively. The share price now stands at $13.07, with...

GDS Holdings has delivered a strong 3 year share price gain, while the broader valuation checks and current multiples now lean toward the stock being on the expensive side rather than a clear bargain. GDS Holdings has returned about 133.6% over the past 3 years, which puts recent share price strength front and center in any valuation discussion. Expectations that GDS Holdings can benefit from China’s planned investment in nationwide data center infrastructure may support rich growth...

On July 21, 2026, Barington Capital escalated its campaign against Chemed, urging a strategic review, cost cuts including executive perks such as personal aircraft use and sporting-event tickets, and proposing a new director to address what it describes as weak oversight. The activist’s claim that Chemed houses two strong but under-optimized businesses raises fresh questions about whether current management and board structures are fully unlocking their potential. Next, we’ll examine how...

In July 2026, Element Biosciences announced that a German court ruled Illumina infringed its DNA sequencing imaging patent, ordering Illumina to halt sales, recall affected MiSeq systems and consumables in Germany, refund customers, and accept joint liability for damages and litigation costs. At the same time, Illumina highlighted expansion of its Billion Cell Atlas alliance, underscoring how its vast CRISPR-based genomic dataset is becoming core infrastructure for AI-driven drug discovery...

Recently, Samsara reported that it has surpassed US$2.00 billion in annual recurring revenue, reflecting 30% year-over-year growth and unveiling its first major visual rebrand, including a redesigned owl logo and updated platform identity. The company also highlighted that its largest customers are increasingly using Samsara’s platform to run broader physical operations, extending usage beyond its telematics roots and reinforcing the role of its connected operations cloud. We’ll now examine...

Cousins Properties stock has delivered a 52.8% return over the past three years, yet the valuation checks and intrinsic value estimate send a mixed message, with the Discounted Cash Flow (DCF) model pointing to upside while the broader scorecard stays cautious. A 52.8% gain over three years suggests patient shareholders in Cousins Properties have already seen a solid payoff, so any further upside case rests on what is already a higher base. Future cash flow from its office portfolio can...

Earlier this week, Illinois Tool Works announced it would report its second-quarter 2026 results on July 28, 2026, with attention on how strength in segments such as Food Equipment, Specialty Products, and Welding may balance softer conditions in construction and currency pressures. Investors are closely watching whether this upcoming report, following a period of sluggish organic sales and modest projected growth, will clarify the company’s reliance on operational improvements or potential...

Amerant Bancorp (AMTB) just released second quarter 2026 results, alongside a fresh dividend declaration and an update on its ongoing share repurchase, giving investors several new data points to assess the stock. See our latest analysis for Amerant Bancorp. The Amerant Bancorp share price has rallied strongly, with a 10.25% 1 day share price return and a 44.60% year to date share price return. The 3 year total shareholder return of 50.20% points to momentum that has been building rather than...

Parsons stock has delivered a 52.1% gain over the past five years, yet its recent share price around US$58.73 screens as expensive on the broader valuation checks. This sets up a tension between a solid long term return record and a market that may already be pricing in a lot of good news. The 52.1% return over five years points to a stock that has rewarded patient holders, even though the shorter term picture includes periods of weaker performance. Recent contract wins in defense,...

AGNC Investment Corp. previously reported second-quarter 2026 results, posting net income of US$654 million versus a net loss of US$140 million a year earlier, with basic earnings per share from continuing operations of US$0.53 and diluted earnings per share of US$0.52. This sharp swing back to profitability highlights how AGNC’s income statement can respond to shifts in its mortgage-backed securities portfolio and hedging outcomes. With this sharp return to profitability now on the table,...

Long term Treasury yields are sitting at levels last seen in 2007, inflation worries are back in focus, and the cost of funding the US deficit is front and center. That mix is reshaping how income investors think about dividend stocks, especially when risk free bonds look more competitive. This article looks at 3 US Dividend Value Stocks from our screener that appear directly exposed to these rate and inflation pressures, and explains why some investors may see them as potential opportunities...

In mid-July 2026, Atlassian announced a broad set of new AI-native Jira capabilities, including Teamwork Graph-powered agents, Jira for Slack, Loom-powered instructions, coding agents, and DX AI cost management, aimed at streamlining software development workflows across planning, coding, and automation. A particularly interesting element is that these AI agents, enriched by Atlassian’s Teamwork Graph, delivered 44% more accurate results while using fewer tokens in internal tests,...

Associated Banc-Corp stock has nearly doubled investors' money over the past five years, while current valuation checks and an intrinsic value estimate based on the Excess Returns model both indicate the shares may still be trading below their assessed worth. The stock has returned 89.4% over five years, which puts recent short term pullbacks into the context of a strong longer term performance record. For valuation, the key support may come from the bank's ability to keep generating profits...

Earlier this week, Boston Scientific reported quarterly earnings of US$0.83 per share and revenues of US$5.39 billion, both increasing from the prior year, with analysts highlighting strength in its Cardiovascular and MedSurg Neuromodulation segments. This broad-based growth across core product lines has sharpened investor focus on how Boston Scientific’s segment performance could influence its longer-term earnings profile and competitive position. We’ll now examine how these...

Eaton Corporation plc recently declared a quarterly dividend of US$1.10 per share, payable on August 28, 2026, to shareholders of record as of the August 7, 2026 ex-dividend date. Beyond the dividend, Eaton’s acquisition of Boyd Thermal and its exposure to AI-driven data center demand are drawing fresh attention to its role in critical power and cooling infrastructure. We’ll now examine how Eaton’s growing data center cooling footprint and upcoming earnings report could influence its...

CoreWeave stock has fallen 37.8% over the past year, yet the latest valuation checks still do not present it as a clear bargain, which raises questions about how much of its AI infrastructure story is already reflected in the price. Over the last 12 months, CoreWeave shares have declined 37.8%. This means recent buyers have faced a steep drawdown that puts more focus on what investors are paying for future growth. Long term leasing commitments for large scale data center capacity and...

Northwest Natural Holding (NWN) stock has drawn investor attention after recent share price moves, prompting a closer look at how its regulated utility operations, as well as its diversification into water and renewable natural gas businesses, may shape sentiment. See our latest analysis for Northwest Natural Holding. At a share price of $51.68, Northwest Natural Holding has seen steady short term share price gains, with a 1 month share price return of 1.67% and a year to date share price...

Earnings upgrade puts Progressive in the spotlight Progressive (PGR) is back on investors’ radar after half year 2026 results and a rating upgrade, a combination that has shifted sentiment around the stock in a relatively short period. The company reported revenue of US$45,797 million and net income of US$6,129 million for the half year ended June 30, 2026, alongside higher basic and diluted earnings per share compared with the same period a year earlier. See our latest analysis for...

Darling Ingredients has delivered a strong 82.2% return over the past year, yet on the current checks the stock leans toward the expensive side. This sets up a clear tension between recent momentum and what investors are paying for that performance. Over the past 12 months, Darling Ingredients' share price has risen 82.2%, which puts added pressure on today's buyers to justify that move with future cash flows. Recent coverage highlighting potential benefits from biofuel policy support can...