U.S. Mortgage REITs Stock News

TowneBank recently reported its second-quarter and first-half 2026 results, with net interest income rising to US$185.12 million for the quarter and net income reaching US$193.19 million, both materially higher than the same period a year earlier. Earnings per share from continuing operations more than tripled year-on-year for both the quarter and the first six months, highlighting a sharp improvement in profitability. Next, we’ll examine how this sharp improvement in profitability...

Earlier this week, Deckers Outdoor reported first-quarter fiscal 2027 results with record sales of US$1,019.53 million and net income of US$129.97 million, while slightly lifting full-year earnings guidance and targeting operating margins just above 21.5%. The company’s guidance now assumes using roughly 80% of projected fiscal 2027 free cash flow for share repurchases, underscoring management’s focus on returning capital while brands like HOKA and UGG continue to power its more than US$5.86...

First Hawaiian (FHB) opened Q2 2026 with total revenue of US$225.7 million and basic EPS of US$0.60, backed by net income of US$73.4 million, setting a clear snapshot of recent performance. Over recent quarters the company has seen revenue move from US$213.0 million in Q2 2025 to US$218.2 million in Q4 2025 and then to US$225.7 million in Q2 2026. EPS shifted from US$0.58 to US$0.57 and then to US$0.60, giving investors a clean read on both top line and per share earnings trends as they weigh...

Earlier this week, WEX Inc. reported second-quarter 2026 results showing revenue of US$753.5 million and higher net income and earnings per share than a year ago, and it raised its full-year 2026 revenue guidance to a range of US$2.86 billion to US$2.90 billion while issuing third-quarter guidance of US$733 million to US$753 million. The company also completed a US$93 million buyback covering 642,768 shares, and entered a new agreement embedding Bluon’s HVAC intelligence into WEX Field...

Zai Lab (ZLAB) stock has drawn fresh attention after recent trading swings, with the share price at $19.22 and performance over the past year showing sizable declines alongside mixed shorter term returns. See our latest analysis for Zai Lab. The recent pullback, including a 1-day share price return that fell 2.34% and a 7-day share price return down 4.85%, sits against a 1-year total shareholder return decline of 48.29%. This signals that long term momentum has been weak despite pockets of...

Argan (AGX) is back on investor radars after fresh attention on its role in power generation engineering, procurement, and construction services across the United States, the Republic of Ireland, and the United Kingdom. See our latest analysis for Argan. Recent trading has been choppy for Argan, with the share price down 5.54% over the last day and 25.68% over the past month. However, it is still showing a 74.54% year to date share price return and a very large 3 year total shareholder...

Alnylam Pharmaceuticals (ALNY) is in focus after presenting new mivelsiran data and trial updates at the Alzheimer’s Association International Conference, spotlighting its RNAi approach across multiple Alzheimer’s and cerebral amyloid angiopathy programs. See our latest analysis for Alnylam Pharmaceuticals. These Alzheimer’s and cerebral amyloid angiopathy updates land at a time when Alnylam Pharmaceuticals’ 1-year total shareholder return has declined 17.35%, while the 3-year and 5-year...

Rocket Lab stock has delivered a very large 3-year gain while its valuation checks now show a split picture, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside and market multiples suggesting the shares trade at a premium. Rocket Lab is up roughly 7x over the past three years, which puts extra attention on whether the current price still reflects a reasonable margin of safety. New U.S. Space Force contracts and progress on the Neutron rocket and...

Verizon Communications (VZ) opened Q2 2026 with total revenue of US$34.3 billion and basic EPS of US$0.92 on net income of US$3.8 billion, setting a clear snapshot for how the business is currently earning its cash. Over recent quarters the company has seen revenue move around the low US$30 billions, from US$34.5 billion and EPS of US$1.18 in Q2 2025 to US$36.4 billion and EPS of US$0.55 in Q4 2025, before landing at US$34.3 billion and EPS of US$0.92 this quarter. This gives investors a...

Why Karooooo’s Latest Guidance Matters for Investors Karooooo (KARO) reaffirmed its fiscal 2027 earnings guidance, projecting subscription revenue of ZAR 5,700 million to ZAR 6,000 million and an operating margin of 27% to 30%, alongside higher guided EPS. This confirmation followed first quarter results to May 31, 2026, where Karooooo reported ZAR 1,563.95 million in sales and ZAR 294.26 million in net income, with basic EPS from continuing operations at ZAR 9.53. See our latest analysis for...

Norfolk Southern (NSC) is back in focus after reporting second quarter 2026 results that combined record railway operating revenue with softer net income and earnings per share, prompting investors to reassess the stock’s risk reward profile. See our latest analysis for Norfolk Southern. Norfolk Southern’s recent Q2 update appears to be reinforcing positive sentiment, with a 12.10% 1 month share price return and 21.83% year to date share price return, while the 5 year total shareholder return...

C.H. Robinson Worldwide was hit with a $604 million jury verdict tied to a fatal crash, one of the largest nuclear verdicts against a freight broker. The company plans to appeal the decision, which follows the Supreme Court's Montgomery ruling on broker liability. The case raises new questions about how courts may treat third party logistics providers when contracted carriers are involved in serious accidents. C.H. Robinson Worldwide, trading on NasdaqGS:CHRW, now faces a material legal...

Hycroft Mining Holding Corporation has appointed Michael Deal as Senior Vice President and Chief Operating Officer, effective August 24, 2026, bringing more than two decades of operating and technical leadership across complex gold and silver operations in North America. His background in integrating a US$1 billion acquisition, directing annual capital programs above US$300,000,000, and improving safety, recovery, and operating performance across multiple mining methods adds a deep...

Ryder System stock has delivered very strong long term returns over the past five years. Its current checks suggest a mixed picture, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium to today’s price while market based multiples look closer to fair. Ryder System has returned about 298% over the past five years, which puts extra focus on whether the current share price still leaves much room for error. Recent earnings momentum and raised profit expectations...

Recent discussion around Alibaba Group Holding (BABA) has been shaped by weaker demand during China's large online shopping events. Consumer fatigue and tighter rules on price competition have become more visible for major platforms. See our latest analysis for Alibaba Group Holding. Alibaba Group Holding's recent 18.28% 1 month share price gain comes after a period where the share price is down 28.00% year to date and the 1 year total shareholder return is down 5.73%, suggesting recent...

Delek Logistics Partners, LP previously declared a second-quarter 2026 cash distribution of US$1.135 per common limited partner unit, or US$4.54 on an annualized basis, payable on August 10, 2026 to unitholders of record as of August 3, 2026. This distribution announcement highlights the partnership’s emphasis on cash returns to unitholders, a key consideration for income-focused investors assessing its payout profile. We’ll now examine how this higher quarterly cash distribution influences...

Vicor (VICR) stock came into focus after the company reported second quarter 2026 results, with revenue of US$143.35 million and net income of US$49.77 million, alongside higher earnings per share compared with the same period a year earlier. See our latest analysis for Vicor. Despite reporting higher revenue and net income, Vicor’s latest earnings update coincides with a share price that is down 8.8% over one day and 35.5% over the past month, while still showing a very large 1 year total...

Novo Nordisk’s lawsuit over obesity and diabetes drug advertising has pulled Eli Lilly (LLY) further into the spotlight and raised fresh questions about how this legal challenge could intersect with the stock’s recent strength. See our latest analysis for Eli Lilly. Against this backdrop, Eli Lilly’s share price has recently eased about 1% over 30 days after reaching record territory. Shorter term momentum remains positive with a 90 day share price return of 37.75% and a 1 year total...

Gold.com (GOLD) is drawing investor attention after a recent name change from A-Mark Precious Metals, Inc. This shift highlights its focus on precious metals distribution, retail access, and secured lending tied to bullion and collectibles. See our latest analysis for Gold.com. Despite the recent rebrand, the stock price at Gold.com has been under pressure in recent months. The share price is down over the past quarter, even as the year-to-date share price return remains positive and the...

Proto Labs stock has delivered a 138.8% return over the past three years, yet the current valuation checks and market multiples point to a stock that screens as expensive rather than a clear bargain. Over the last three years, Proto Labs has returned 138.8%, which puts a spotlight on whether the current share price already reflects much of that progress. Expectations around Proto Labs' ability to sustain profitable growth can support the current valuation, while any pressure on margins or...

Sensient Technologies (SXT) opened Q2 2026 with total revenue of US$462.1 million and basic EPS of US$1.21, supported by trailing 12 month revenue of US$1.7 billion and EPS of US$3.74 alongside year over year earnings growth of 17.2%. Over recent quarters, the company has seen revenue move from US$392.3 million in Q1 2025 to US$462.1 million in Q2 2026, while quarterly EPS shifted from US$0.82 to US$1.21. This sets the stage for a discussion focused on how these results tie into earnings...

Agios Pharmaceuticals (AGIO) shares are reacting to mixed sickle cell disease updates, as the company ends development of tebapivat for this indication while securing FDA Priority Review for its mitapivat supplemental application. See our latest analysis for Agios Pharmaceuticals. At a share price of $36.36, Agios Pharmaceuticals has seen short term momentum cool, with a 7 day share price return down 8.21% and a 30 day share price return down 4.06%. This comes even as its 90 day share price...

Earlier this month, Scosche Industries announced that 20 of its popular charging and mounting accessories are now available at 500 Home Depot stores and on HomeDepot.com, while Home Depot also rolled out its 2026 Halloween collection featuring upgraded 12 FT SKELLY and new large-scale animatronics both online and in stores. Together, the expanded tech accessory assortment and high-profile seasonal décor lineup underline how Home Depot is using partnerships and event-driven merchandising to...

In July 2026, DuPont launched an end-to-end Direct Lithium Extraction portfolio of over 20 products, spanning lithium-selective sorbents, membranes, and ion exchange resins to support scalable lithium recovery from diverse brine resources amid rising global demand. A distinctive aspect of this launch is DuPont’s ability to offer integrated, customizable flowsheet designs backed by global lab testing and process modeling, allowing lithium producers to tailor solutions precisely to their brine...