U.S. Mortgage REITs Stock News

Earlier this month, National Health Investors issued an official notice of default to an affiliate of National HealthCare Corporation after unresolved non-compliance issues in their master lease remained unaddressed. This lease dispute introduces new uncertainty regarding future rental income and portfolio stability for NHI, especially as activist pressure and tenant negotiations continue. We’ll explore how this tenant default risk could alter the outlook for earnings stability and rent...

IES Holdings (IESC) has been getting some extra attention lately, and it is not hard to see why. Fresh commentary highlights that IES Holdings is sitting on a balance sheet with more cash than debt, giving it enviable financial flexibility. In addition, a sizable jump in operating earnings has made the company appear a lot less risky to investors weighing whether now might be a smart time to get involved. This stronger balance sheet appears to be shifting the narrative and, perhaps...

RadNet, Inc. recently participated in the Morgan Stanley 23rd Annual Global Healthcare Conference, featuring presentations by key members of its executive team and sharing its latest innovations in outpatient diagnostic imaging and AI-driven solutions. An interesting development is RadNet's continued emphasis on AI-enabled radiology and growth in its DeepHealth platform, reinforcing its role as a leader in advanced diagnostic imaging services. We’ll explore how RadNet’s strong quarterly...

If you have been following Veeco Instruments (VECO) lately, you know the company just delivered a surprise in its latest quarterly update. Surpassing market expectations, Veeco posted second-quarter earnings per share of $0.36, well ahead of the $0.24 forecast, and revenue reached $166 million compared to the expected $153.87 million. When a tech name beats the Street on both the top and bottom line, it usually signals something interesting is going on behind the scenes, whether it is...

If you find yourself puzzling over what to do with TEGNA stock these days, you are not alone. The company’s share price has been full of surprises recently, rising 51.4% over the past year and notching an 88.5% gain over five years. Even in the last thirty days, TEGNA posted a respectable 2.6% bump, hinting that investors are catching on to something interesting below the surface. Market chatter about ongoing shifts in the media industry and some strategic moves by TEGNA have only made the...

In the past week, Ziff Davis experienced meaningful share price changes as investors reacted to softer-than-expected Consumer and Producer Price Index readings, which raised market expectations for potential Federal Reserve interest rate cuts by year-end. This shift in monetary policy expectations has drawn heightened attention to digital media companies like Ziff Davis, as lower interest rates are often viewed as supportive for growth-oriented sectors. We’ll explore how increased...

Earlier this week, The RealReal announced a significant reduction in its total indebtedness through a series of debt exchanges, strengthening its balance sheet and financial flexibility for future growth within the luxury resale sector. New survey data highlights strong consumer loyalty, with over 80% of respondents identifying The RealReal as a preferred platform for purchasing second-hand luxury goods, underscoring its competitive positioning in a rapidly evolving market. We'll examine how...

GameStop Corp. recently reported its second quarter earnings for the period ended August 2, 2025, announcing sales of US$972.2 million and a significant rise in net income to US$168.6 million compared to the previous year. This reversal from a loss to a profit, alongside much stronger sales, marks a material turnaround in the company's recent financial performance. With such a sharp increase in profitability, we'll explore what this means for GameStop's investment narrative going...

At its recent appearance at the Piper Sandler 4th Annual Growth Frontiers Conference, Kimberly-Clark disclosed that it expects to incur US$150 million in stranded costs from recent divestitures, which will reduce earnings per share by US$0.30 to US$0.40. This announcement highlighted tensions between Kimberly-Clark's long-term financial ambitions and the near-term profit headwinds arising from its portfolio changes. We'll examine how the recognition of stranded divestiture costs may shift...

If you have been watching MasterBrand (MBC) and thinking about your next move, recent events just made things more interesting. The latest disclosures reveal that a number of institutional investors, including EP Wealth Advisors LLC, have significantly increased their holdings in the company this quarter. In addition, Wall Street Zen shifted its outlook from a hold to a buy, signaling a measure of renewed optimism from analysts toward MasterBrand’s future. All this background activity has...

Central Garden & Pet (CENT) has caught investor attention after its shares slipped again this month, down almost 1% over the past 30 days and more than 7% in the past year. Although there is no headline event behind the latest move, any shift in the company’s stock price often prompts questions about whether the market is signaling changes in the underlying business or merely rebalancing after a period of sector volatility. Stepping back, Central Garden & Pet’s performance has been a mix of...

Thinking about what to do next with Skechers U.S.A stock? You are not alone. Over the past year, shares have drifted slightly lower, down 6.2%. The big picture, however, tells a more compelling story. Zoom out and you see hefty three- and five-year returns of 76% and 105%, showing real growth for long-term holders. Recent months have been quieter, with a 0.2% gain over the last 30 days and a minimal dip of 0.1% in the past week. The stock’s ability to bounce back in choppy markets has kept...

If you own Cracker Barrel Old Country Store (CBRL) or are thinking about it, there is plenty to consider this week. The upcoming earnings announcement is top of mind for investors, especially as Wall Street projections point to a double-digit drop in both revenue and profit compared to last year. Market sentiment has shifted as consensus builds around the idea that Cracker Barrel will not keep pace with the broader market in the near term, setting the stage for an important moment as the...

Thinking about what to do with Dell Technologies stock? You are definitely not alone. After all, Dell is one of those tech giants that seems to find its way into every big-picture discussion about the future of technology, and its stock price has certainly kept investors on their toes lately. Over the past year, shares have climbed 11.4%, while the three- and five-year returns stand out even more at 252.8% and 304.8%. That is not a typo. Dell’s long-term performance has been nothing short of...

BioNTech SE and Bristol-Myers Squibb announced promising interim data from a global Phase 2 trial evaluating pumitamig combined with chemotherapy in extensive-stage small cell lung cancer, presented at the IASLC 2025 World Conference on Lung Cancer in Barcelona. These results, including a high disease control rate and an encouraging safety profile, contributed to pumitamig receiving Orphan Drug designation in the US and ongoing advancement into Phase 3 trials across multiple countries. We’ll...

Earlier this month, Sotera Health completed a significant follow-on equity offering, raising approximately US$307 million by issuing 20,000,000 common shares at a price of US$15.35 per share. This capital raise introduces potential shareholder dilution and signals that Sotera Health may be seeking funds to support future business initiatives or operational needs. We'll examine how the sizable capital influx from this follow-on offering may influence Sotera Health's growth strategy and...

In recent months, Moelis has experienced a significant increase in investor interest, driven by strong performance in global cross-border M&A and market perceptions of undervaluation. This surge is underpinned by the company’s ability to leverage its integrated platform while facing ongoing risks related to high talent costs and the unpredictability of deal flow. Next, we will explore how renewed optimism stemming from Moelis’s robust cross-border M&A activity may influence its investment...

nVent Electric plc recently announced the lease of a new 117,000 square foot manufacturing facility in Blaine, MN, to expand production of data center liquid cooling solutions, with operations expected to begin in early 2026 and over 175 new jobs created once the facility is fully operational. This marks the second data center manufacturing expansion for nVent in two years and highlights the company's accelerating commitment to address rising demand from the data center sector. We'll explore...

In the past week, Sonos received an analyst upgrade along with an upward revision to its earnings estimate, reflecting growing confidence in the company’s future performance. This improved outlook has generated renewed investor optimism regarding Sonos's prospects in the evolving consumer electronics and audio technology market. Now, we'll examine how a stronger earnings forecast may influence Sonos's investment outlook and the key drivers underlying its narrative. AI is about to change...

Shares of Watsco (WSO) have caught the market’s attention after management revealed at a Morgan Stanley conference that year-to-date unit sales are down 12%. The drop, which the company attributes to reduced new construction and consumers being more cautious, comes shortly after a quarter where Watsco’s revenue also came in below expectations. For investors weighing their next move, it is worth pausing on what this disclosure really signals in the current economic environment, as it could...

On September 10, 2025, Camden Property Trust delivered a presentation at the BofA Securities Global Real Estate Conference in New York, where company leaders discussed their Sunbelt portfolio strength, financial position, and current strategy. An intriguing takeaway was Camden's emphasis on growth opportunities in build-to-rent communities and the integration of AI, reflecting a forward-looking approach as apartment supply eases and borrowing costs are projected to decrease. We’ll now...

If you have been tracking Protagonist Therapeutics (PTGX) lately, there is plenty to consider. The company recently submitted its marketing application to the European Medicines Agency for icotrokinra, its investigational oral treatment for moderate-to-severe plaque psoriasis. What stands out here is the strong Phase 3 data backing the submission. The treatment demonstrated real efficacy and outperformed the current oral competitor, with safety numbers that matched well against placebo. If...

Imperial Petroleum Inc. recently announced it will pay a dividend of US$0.546875 per share on its 8.75% Series A Cumulative Redeemable Perpetual Preferred Stock, payable on September 30, 2025 to shareholders of record as of September 25, 2025. The company also reported lower year-over-year sales and net income for the second quarter and first half of 2025, reflecting a period of slower financial performance compared to the previous year. Next, we'll examine how the continued preferred...

Director Ned Holmes recently sold 1,100 shares of Prosperity Bancshares, while fresh analyst coverage from Cantor Fitzgerald and an updated outlook from Citi highlighted changing investor expectations for the bank. Analyst optimism is increasing due to the anticipated impact of upcoming Federal Reserve interest rate cuts, combined with the company reporting strong second quarter 2025 earnings that slightly exceeded expectations. We'll explore how rising analyst optimism around interest rate...