U.S. Mortgage REITs Stock News

EPR Properties recently entered into a Fifth Amended, Restated and Consolidated Credit Agreement, securing a US$1.0 billion senior unsecured revolving credit facility and a US$600.0 million delayed draw term loan facility, while extending maturities, lowering interest costs, and adjusting covenant calculations. An interesting aspect of this agreement is the US$1.0 billion accordion feature and the inclusion of expected forward-equity cash proceeds in asset value tests, which together can...

In July 2026, Solid Data Inc. joined the Snowflake-led Open Semantic Interchange initiative and Rogo launched an integration with Snowflake’s managed Model Context Protocol server, both aimed at standardizing data semantics and enabling secure AI access to governed Snowflake datasets. Together, these moves highlight Snowflake’s attempt to position its AI Data Cloud at the center of open standards and secure, in-place AI workflows across enterprise data. We’ll now examine how Snowflake’s push...

HCA Healthcare (HCA) has put up another solid quarter, with Q2 2026 revenue of US$20.2 billion and basic EPS of US$7.62, supported by trailing 12 month revenue of US$78.0 billion and EPS of US$30.27 alongside earnings growth of 14.6% year over year. Over recent periods the company has seen revenue move from US$18.6 billion in Q2 2025 to US$20.2 billion in Q2 2026, while quarterly EPS has stepped from US$6.91 to US$7.62 as trailing net profit margin reached 8.8% versus 8.2% a year earlier...

Millicom International Cellular (TIGO) has recently drawn investor attention after a period of mixed share performance, with the stock down 1.8% over the past day but higher over the past month. See our latest analysis for Millicom International Cellular. At a recent share price of US$94.54, Millicom International Cellular has seen short term momentum ease, with the 1 day share price return down 1.78% and the 7 day share price return down 3.86%. However, the 90 day share price return of...

Netlist’s new complaint at the US International Trade Commission pulls Broadcom (AVGO) into a multi company patent dispute over Samsung memory products, putting legal and supply chain questions on investors’ radar. See our latest analysis for Broadcom. Broadcom’s share price has eased in the short term, with a 1-day share price return of 2.69% down and a 90-day share price return of 8.68% down. However, the 1-year total shareholder return of 32.58% and very large 5-year total shareholder...

In July 2026, Amalgamated Financial Corp. reported second-quarter 2026 results showing higher net interest income of US$86.06 million and net income of US$34.77 million year over year, while also authorizing a new US$40 million share repurchase program and affirming a quarterly dividend of US$0.17 per share. The combination of stronger profitability and a fresh buyback authorization highlights management’s confidence in the bank’s capital position and ongoing earnings power, alongside a...

Earlier this year, Gartner released a forecast that the worldwide AI platforms and models market will grow very rapidly in 2026, highlighting accelerating enterprise spending on software infrastructure for model development, deployment, and governance. This outlook reinforces Gartner’s role at the center of AI-driven transformation, as organizations increasingly seek guidance on scaling AI from experimentation into production environments. We’ll now examine how Gartner’s bullish AI...

Kyndryl Holdings (KD) shares are in focus after the company and Aptiv agreed to work together, pairing Kyndryl’s advisory and managed services with Aptiv’s Wind River software across mission-critical environments. See our latest analysis for Kyndryl Holdings. The latest Aptiv collaboration arrives at a time when Kyndryl Holdings’ share price has risen 6.45% over the past 30 days but remains under pressure, with the share price return down 52.73% year to date and the 1 year total shareholder...

Customers Bancorp, Inc. has now reported its Q2 2026 results, posting higher net interest income of US$193.37 million and net income of US$71.56 million year over year, alongside modestly higher net charge-offs of US$14.58 million. The bank also completed a US$49.08 million repurchase of 714,472 shares, retiring 2.09% of its share count while loans and deposits reached record levels. Next, we’ll examine how the strong net interest income growth and completed share buyback may reshape...

Why Adobe’s Latest Swing in Sentiment Matters for Investors Adobe (ADBE) has drawn fresh attention after a more than 6% share move, supported by stronger quarterly results, growing AI related offerings, firm subscription revenue, and ongoing share repurchases. See our latest analysis for Adobe. The latest 1 day share price return of 6.1% at US$225.11 follows a mixed stretch, with a 30 day share price return of 11.04% but a year to date decline of 32.46%. The 1 year total shareholder return...

Nasdaq, Inc. ( NASDAQ:NDAQ ) defied analyst predictions to release its quarterly results, which were ahead of market...

As you might know, Shore Bancshares, Inc. ( NASDAQ:SHBI ) just kicked off its latest second-quarter results with some...

RB Global (RBA) drew fresh investor attention after its Board of Directors declared a regular quarterly cash dividend of US$0.33 per share, payable in September to shareholders of record in late August. See our latest analysis for RB Global. At a share price of US$111.59, RB Global has delivered an 8.04% year to date share price return. Its 1 year total shareholder return of 3.47% contrasts with a much stronger 3 year total shareholder return of about 80%, suggesting longer term momentum...

Artificial intelligence is moving from buzzword to real-world tool, as companies across chips, cloud, software and large language models respond to new demand for automation and productivity. At the same time, investors are weighing energy driven inflation risks, central bank decisions and mixed growth signals across the US, Europe and Asia. That mix of uncertainty and opportunity is exactly where an AI Stocks screener can help, by filtering for businesses directly tied to the ChatGPT and AI...

NVR, Inc. recently reported second-quarter 2026 results showing net income of US$236.46 million and diluted earnings per share of US$83.96, both lower than a year earlier. Alongside this earnings decline, NVR completed a previously announced buyback of 67,331 shares for US$442.25 million while not utilizing its newer May 2026 authorization. With earnings under pressure and a sizable buyback completed, we’ll examine how the profit decline reshapes NVR’s broader investment narrative. AI is...

Some Marsh & McLennan Companies, Inc. ( NYSE:MRSH ) shareholders may be a little concerned to see that the Independent...

Deere (DE) is back in focus after its stock rose 2.97% on the latest trading day, with investors looking ahead to the company’s August 20 earnings report and updated profit picture. See our latest analysis for Deere. At a share price of $628.16, Deere has built a strong run, with a 1 day share price return of 2.97% and a year to date share price return of 34.57%, while a five year total shareholder return of 85.52% underlines how the stock has rewarded patient holders. If Deere’s move has you...

Church & Dwight is set to report its June 2026 quarter results on July 31, with analysts expecting earnings and revenue to be lower than a year earlier but still potentially ahead of consensus forecasts based on a positive Earnings ESP and recent estimate revisions. Analysts also highlight that Church & Dwight has exceeded consensus EPS estimates in each of the last four quarters, which is contributing to heightened investor attention around this upcoming announcement. With analysts flagging...

NovoCure recently reported its strongest-ever second quarter, with net revenue rising to US$183.58 million, a smaller net loss of US$15.66 million, and an upgraded 2026 net revenue outlook to US$710 million–US$725 million. The company also secured a CE Mark for its Optune Pax device in locally advanced pancreatic cancer and is anticipating FDA premarket approval for TTFields in brain metastases from non-small cell lung cancer, underscoring how expanding indications could reshape its...

BancFirst Corporation recently reported its second-quarter 2026 results, with net income rising to US$66.69 million and diluted earnings per share from continuing operations increasing to US$1.96, while net charge-offs declined to US$2.4 million from US$4.7 million a year earlier. This combination of higher profitability and lower credit losses suggests BancFirst’s loan portfolio performance has improved compared with the same period last year. We’ll now examine how BancFirst’s higher...

Recently, brokers have upgraded their ratings on The Chemours Company, which now carries a Zacks Rank #1, backed by forecasts for stronger earnings growth into 2026. This shift in analyst sentiment highlights growing confidence in Chemours’ earnings outlook, potentially influencing how investors judge its longer-term profit recovery story. Next, we’ll examine how this uptick in broker ratings could reshape Chemours’ investment narrative around earnings quality and future growth. The latest...

Q2 Earnings Anticipation and Dividend Move Put Colgate-Palmolive in Focus Colgate-Palmolive (CL) is in the spotlight as investors look ahead to Q2 results, with attention on international performance, organic sales trends, and a higher quarterly dividend of US$0.53 per share. See our latest analysis for Colgate-Palmolive. At a share price of US$90.75, Colgate-Palmolive has had a mixed near term patch, with the share price return declining 2.4% over the past week but rising 7.8% over 90 days...

Tenet Healthcare (THC) is back on investors' radar after second quarter 2026 earnings and new full year guidance pointed to stronger profitability, higher revenue expectations and a larger share repurchase program. See our latest analysis for Tenet Healthcare. The latest earnings and guidance reset have clearly shifted sentiment, with Tenet Healthcare’s share price up 17.17% on the day and posting a 25.69% 3 month share price return. The 1 year total shareholder return of 52.40% and 3 year...

Edwards Lifesciences stock sits in an interesting spot for investors right now, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the current price is roughly in line with fair value, while the broader valuation checks and recent 5 year share price record do not point to a clear bargain. Over the past 5 years, Edwards Lifesciences shares have declined 26.4%, which puts more focus on whether today’s price now fairly reflects the company’s prospects. Recent optimism...