U.S. Mortgage REITs Stock News

Recent Stock Move and Earnings Anticipation Crocs (CROX) is back in focus after its shares rose 11.43% over the last month, outpacing both the Consumer Discretionary sector and the S&P 500 as investors look ahead to the July 30 earnings report. See our latest analysis for Crocs. Zooming out, Crocs pairs a 30.30% 90 day share price return and a 54.94% year to date share price return with a 26.20% one year total shareholder return. This suggests that recent momentum follows earlier strength...

Kontoor Brands has delivered a 117.0% gain over the past 3 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples still point to the stock trading at a discount to what the fundamentals suggest. Over 3 years, Kontoor Brands is up 117.0%, which puts recent valuation questions in the context of a strong longer term share price move. Recent earnings-related news can support confidence in revenue momentum, but the stock's pullback of 2.4% over the last...

Dominion Energy (D) heads into its June 2026 earnings report with expectations for higher year-over-year earnings and revenues, while recent negative estimate revisions leave investors focused on the likelihood of an earnings beat. See our latest analysis for Dominion Energy. Dominion Energy's share price has climbed 13.76% over the past 90 days and 20.02% year to date to around $71.10, while its 1 year total shareholder return of 26.36% and 3 year total shareholder return of 53.59% point to...

Unusual Machines (UMAC) is back in focus after announcing an upcoming second quarter 2026 earnings report and corporate update, along with fresh attention on its role supplying NDAA compliant drone components and new industry partnerships. See our latest analysis for Unusual Machines. At a latest share price of $19.36, Unusual Machines has seen a 1-day share price return that declined 10.04%, set against a 7-day share price return of 14.35% and a year to date share price return of 42.67%. The...

In July 2026, GE HealthCare raised its second-quarter 2026 earnings guidance, projecting 5.7% year-over-year revenue growth and stronger diluted EPS, while also announcing CFO Jay Saccaro’s upcoming departure and appointing long-time finance leader George Newcomb as interim CFO. Separately, Catholic Health revealed a 10-year, approximately US$500 million Care Alliance with GE HealthCare, which could meaningfully expand GE HealthCare’s footprint in advanced imaging, precision diagnostics, and...

With G7 central banks weighing rate decisions, oil prices edging toward $100 per barrel, and inflation worries back in focus, many investors are rethinking how much of their portfolio is built to hold up when costs rise. Consumer staples stocks, especially those with solid balance sheets and dividends, can sometimes act as a pressure valve when inflation and policy uncertainty collide. This article looks at our Inflation-Resistant Consumer Staples screener and highlights 3 stocks that appear...

Event context for Allient stock Allient (ALNT) recently completed its transition from the former Allied Motion Technologies brand. This change highlights its broad portfolio of controlled motion products across industrial, vehicle, medical, and aerospace and defense markets. This rebranding gives investors a clearer view of how Allient positions its global motion solutions business, from nano precision positioning systems to motors, drives, encoders, and related electronics. See our latest...

BorgWarner (BWA) stock is drawing attention after the company secured a new dual clutch transmission program with a Chinese motorcycle customer, expanding its role into full systems solutions for combustion and hybrid vehicles. See our latest analysis for BorgWarner. At a share price of $64.39, BorgWarner has a 90 day share price return of 16.25% and a year to date share price return of 38.06%. The 1 year total shareholder return of 81.15% points to strong momentum rather than a short term...

Gibraltar Industries (ROCK) is preparing to release its second quarter 2026 results on August 5, a scheduled update that gives investors fresh information to reassess the stock’s recent performance and segment mix. See our latest analysis for Gibraltar Industries. At a share price of US$45.19, Gibraltar Industries has shown short term momentum, with a 7 day share price return of 4.65% and a 90 day share price return of 13.23%, set against a year to date share price decline of 9.87% and a 1...

Galaxy Digital (GLXY) stock is back in focus after the company priced $3.507b in secured notes through its Galaxy Helios Data Centers II unit to help fund a new data center project in Texas. See our latest analysis for Galaxy Digital. Against this backdrop of new data center financing and fresh institutional products, Galaxy Digital’s share price has been volatile, with the stock down 6.74% on the day and about 22.49% over 30 days, although its 3 year total shareholder return of over 7x...

Check Point Software Technologies (CHKP) stock is drawing attention after recent trading left it modestly higher over the past month but lower over the past 3 months and year to date, prompting closer scrutiny from investors. See our latest analysis for Check Point Software Technologies. At a share price of $130.57, Check Point Software Technologies has seen a 3.62% 1 day share price gain, but its year to date share price return is down 27.87%, while the 1 year total shareholder return has...

CSW Industrials (CSW) drew attention after its Board declared a regular quarterly cash dividend of $0.30 per share, payable on August 14, 2026, to shareholders of record on July 31. See our latest analysis for CSW Industrials. The dividend news comes as CSW Industrials trades at US$289.18, with the share price down 3.26% over three months but supported by a 5 year total shareholder return of 149.56%, suggesting long term holders have seen meaningful value creation. If the CSW Industrials...

Lockheed Martin (LMT) is back in focus after raising its full year 2026 earnings guidance, signaling higher expected sales tied to F-35 production, radars, and Rotary and Mission Systems programs. See our latest analysis for Lockheed Martin. The raised guidance and record contract wins appear to be feeding into price momentum, with a 30 day share price return of 14.82% and a 1 year total shareholder return of 42.06%. The 5 year total shareholder return of 79.37% reflects a longer track record...

CVB Financial Corp. has reported its second-quarter and first-half 2026 results, showing higher net interest income of US$162.42 million for the quarter and US$280.26 million for the half-year, alongside slightly lower net income and earnings per share versus the same periods in 2025. On governance, the company has added experienced banker Michael J. Maddox to both the holding company and bank boards, placing him on key oversight and risk-focused committees. With earnings showing rising net...

Earlier this month, United Airlines Holdings tightened its full-year 2026 earnings guidance to the upper end of its prior range at US$9–US$11 per share and issued third-quarter 2026 guidance of US$2.50–US$3.50 per share, assuming an all-in fuel price of about US$3.69. United also unveiled new Economy Plus seating and premium cabin features on its upcoming Airbus A321XLR fleet, reinforcing its push to differentiate the travel experience on international short- to medium-haul routes. Next,...

With energy and inflation risks back in focus, central banks moving at different speeds, and housing and labor data sending mixed signals, many investors are looking for stability that does not rely on perfect economic conditions. That is exactly what the Low-Risk Leaders screener aims to highlight: companies with resilient balance sheets and lower risk scores that can help form a sturdier core for your portfolio. Instead of chasing the latest story, you focus on strength and resilience. In...

Blue Owl Capital (OWL) moved into focus after Lucid Capital began research coverage with a Buy rating. This step can increase visibility for the stock and shape how investors think about its risk and reward profile. See our latest analysis for Blue Owl Capital. At a share price of $9.45, Blue Owl Capital has seen a 1 month share price return of 10.27% and a 3 month share price return of 5.94%. However, the year to date share price return is down 38.28% and the 1 year total shareholder return...

IQVIA Holdings has already released its second-quarter 2026 results, which showed year-over-year growth in revenue and earnings per share supported by AI adoption, increased drug launch activity, and stronger performance in high-margin segments. The company’s expanded use of AI to streamline research and commercial workflows, combined with multi-year client agreements, is enhancing the scale and stickiness of its commercial intelligence and analytics offerings. We’ll now examine how IQVIA’s...

Arrow Electronics (ARW) drew fresh attention after a period of stock price swings alongside a strong year to date run, prompting investors to reassess how its current valuation lines up with recent returns. See our latest analysis for Arrow Electronics. Across the past year, Arrow Electronics has seen short term share price swings, with the 1 day share price return down 1.32%, but the 90 day share price return up 13.81% and the 1 year total shareholder return at 66.08%. This suggests that...

IDACORP (IDA) declared a common stock dividend of $0.88 per share, payable on August 31, 2026, to shareholders of record as of the close of business on August 5, 2026, drawing attention to its income profile. See our latest analysis for IDACORP. Against this dividend announcement, IDACORP’s latest share price of $148.57 sits after a modest pullback over the past month. Its year to date share price return of 16.71% and 1 year total shareholder return of 23.75% point to momentum that has built...

Kinsale Capital Group’s July 23, 2026 earnings release showed second-quarter revenue rising to US$548.52 million and net income to US$175.87 million, with diluted EPS from continuing operations increasing to US$7.72 year over year. Alongside this profitability, Kinsale completed US$163.74 million of share repurchases under its December 2025 authorization, retired 2.11% of its shares, and expanded its buyback capacity, underscoring management’s capital-return focus. We’ll now examine how...

AllianceBernstein Holding stock has delivered a strong 48.6% gain over the past three years, yet today the valuation picture is more balanced. The Excess Returns intrinsic value estimate suggests the shares are roughly in line with fair value, while traditional market multiples lean towards the stock looking expensive. The 48.6% return over three years highlights that long term holders in AllianceBernstein Holding have already seen a solid payoff, which can reduce the margin of error for new...

Earlier this week, Howmet Aerospace raised its full-year profit forecast by 11%, citing strong momentum from 20% Commercial Aerospace growth and a 39% revenue increase in its Gas Turbine business. This higher profit outlook highlights how demand for advanced aerospace and turbine components is amplifying the company’s role across key aircraft and engine platforms. We’ll now explore how the upgraded profit guidance, underpinned by Commercial Aerospace and Gas Turbine strength, could reshape...

Why Ardelyx Stock Is Back in Focus Ardelyx (ARDX) is drawing fresh attention after recent market activity around its kidney disease and irritable bowel syndrome treatments, putting the stock under closer review for how the business fundamentals line up. See our latest analysis for Ardelyx. At a share price of US$5.03, Ardelyx has seen short term share price pressure, with the 30 day share price return down 9.37% and the year to date share price return down 18.21%. At the same time, the 1 year...