U.S. Mortgage REITs Stock News

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...

Fulton Financial (NasdaqGS:FULT) has elected David S. Schulz to its Board of Directors. Schulz will serve as an independent director and join key Board committees, including Audit and Risk. The appointment introduces additional financial and operational expertise to the company’s governance structure. Fulton Financial, trading at a recent share price of $24.57, is drawing fresh attention from investors as this Board change arrives alongside strong longer term returns. The stock is up 26.2%...

BioNTech stock is trading after a difficult five year stretch, with the share price well below where it was, while valuation checks suggest the stock is not a clear bargain at current levels. BioNTech shareholders have seen the stock decline 72.5% over the last five years, which raises the question of whether the current price still embeds expectations that have not been met. For a company built around high cost research and development and a concentrated product portfolio, future cash flows...

In recent months, SentinelOne reported that its AI-powered cybersecurity platform has driven annual recurring revenue to about US$1.16 billion, while former executives launched Neo, a new startup raising US$100 million to secure autonomous AI agents inside enterprises. This combination of strong subscription-based revenue and the emergence of a spinout focused on AI-agent security highlights both SentinelOne’s traction in core markets and the rapidly evolving threat landscape its technology...

Southside Bancshares (SBSI) has put up a clean set of Q2 2026 numbers, with total revenue of US$71.3 million against a trailing twelve month revenue base of US$245.0 million, while TTM EPS sits at US$2.37. Over recent quarters, the company has seen revenue move from US$63.3 million in Q1 2025 to US$62.2 million in Q4 2025, US$68.9 million in Q1 2026 and now US$71.3 million in Q2 2026, alongside quarterly EPS shifting between US$0.71 and US$0.78 on the way to the current TTM figure. For...

Neurocrine Biosciences (NBIX) has reshaped its leadership team by appointing a new Chief Business Officer and three Senior Vice Presidents across market access, intellectual property, and finance, prompting investors to reassess how governance aligns with the stock. See our latest analysis for Neurocrine Biosciences. Alongside these leadership moves, Neurocrine Biosciences has seen its share price climb to $175.77, with a 90 day share price return of 37.28% and a 1 year total shareholder...

ARMOUR Residential REIT, Inc. reported second-quarter 2026 net income of US$114.82 million after a loss a year earlier, with basic earnings per share from continuing operations of US$0.86 and an August 2026 monthly cash dividend of US$0.24 per share confirmed. Alongside returning to profitability, the company has now completed a share repurchase program totaling 4,736,677 shares for US$312.25 million since 2012, highlighting a long-running capital return effort. We will now look at how this...

In recent days, Lululemon athletica has been flagged by analysts for slowing growth, declining comparable sales, margin pressure from tariffs and fixed costs, and sharply reduced earnings estimates that led to a Strong Sell rating and lower full‑year profit guidance. Despite these headwinds, the company still operates with a relatively high gross margin of 57.5% and an operating margin of 20.8%, trading at a forward P/E of 10.2x that has drawn attention given its compressed earnings outlook...

Zillow Group (NasdaqGS:ZG) is facing a securities fraud class action lawsuit tied to alleged misleading disclosures about its agreement with Redfin. Investors claim the company misrepresented the nature and risks of the Redfin partnership, focusing on transparency around material terms. The lawsuit increases legal and regulatory scrutiny on Zillow Group's communications with shareholders and the market. Zillow Group operates a real estate platform that connects buyers, sellers and agents,...

Tariffs of 10% to 12.5% on a wide range of imports, along with the threat of further trade barriers, are reshaping where companies source and produce goods. For investors, this kind of policy shock can punish import reliant businesses while opening the door for U.S. based producers that may pick up share if domestic output becomes more attractive. This article looks at how the latest tariff moves may affect a basket of U.S. Import Substitution Beneficiaries and identifies 3 stocks from the...

Cohu (COHU) has drawn attention after recent share price moves, with the stock down about 21% over the past month, up roughly 10% over the past 3 months, and 166% over the past year. See our latest analysis for Cohu. At a share price of $50.70, Cohu’s recent pullback, including a 1-day share price return of a 6.99% decline and a 30-day share price return of a 20.88% decline, contrasts with its strong 1-year total shareholder return of 166.14%. This points to cooling short term momentum after...