U.S. Mortgage REITs Stock News

Why Waters Is Back in Focus for Investors Waters (WAT) is back on investor radar as its role in supplying analytical instruments and software links directly to accelerating recurring revenues, higher service plan uptake, and growing e-commerce activity, with margins also under review. See our latest analysis for Waters. At a share price of US$374.68, Waters has seen a 24.59% 90 day share price return and a 23.92% 1 year total shareholder return, signalling building momentum as investors...

In mid-July 2026, Shopify announced that US brick-and-mortar merchants on its platform can now natively list and sync their product catalogs on DoorDash, while Hungry Howie’s revealed a DoorDash-powered overhaul of its digital ordering, loyalty, and delivery systems. Together, these partnerships highlight DoorDash’s push to become a broader commerce platform provider for both independent retailers and large enterprise restaurant brands, extending its role well beyond food delivery. Now we’ll...

Recent commentary on Live Nation Entertainment has highlighted slower sales growth, rising capital intensity, and weaker operating margins, prompting questions about the resilience of its free cash flow amid ongoing antitrust scrutiny of Ticketmaster and concerns over ticketing fees and customer trust. This combination of operational pressure and legal overhang is now a central issue for investors assessing how Live Nation balances growth ambitions with regulatory and reputational...

IGNITE contract puts Dell Technologies stock in the AI and HPC spotlight Dell Technologies (DELL) has drawn fresh attention after Texas A&M Engineering Experiment Station selected the company to design and build IGNITE, a large shared AI and high performance computing platform. The state funded project positions Dell at the center of a major academic AI infrastructure build. It gives investors another concrete data point to weigh alongside the company’s AI server business and recent share...

NNN REIT’s board previously approved a quarterly dividend of US$0.62 per share, payable August 14, 2026 to shareholders of record on July 31, 2026, representing a 3.3% increase. This payout hike marked NNN REIT’s 37th consecutive annual dividend increase, placing it among only three publicly traded REITs with such a record. We’ll now examine how NNN REIT’s 37-year streak of annual dividend increases shapes and reinforces its broader investment narrative. Outshine the giants: these 16...

Global industrial stocks are sitting at the crossroads of several powerful stories, from easing war risks and softer oil prices to fresh questions around tariffs, AI supply chains, and elevated sector valuations. The Global Industrial Leaders screener filters for larger, financially resilient companies that appear to command market confidence, and some of those stocks look closely exposed to the latest headlines. This article walks through 3 stocks from that screener that could be positively...

Why WSFS Financial's latest earnings matter for shareholders WSFS Financial (WSFS) delivered a second quarter update that brought together higher net interest income, higher net income, firmer core profitability metrics, and continued progress in fee based businesses tied to its trustee operations. See our latest analysis for WSFS Financial. The strong second quarter update, the board affirming a quarterly dividend of $0.20 per share, and progress on the ongoing share repurchase program have...

STAAR Surgical (STAA) guided second quarter 2026 net sales to more than $90 million, compared with $44.3 million a year earlier. This update immediately puts revenue momentum at the center of the investment debate. See our latest analysis for STAAR Surgical. The latest guidance lands against a mixed trading backdrop for STAAR Surgical, with the share price down 20.18% over the past month and 12.43% over the past quarter. The 1 year total shareholder return is 21.45%, but the 5 year total...

Ford’s push into higher margin vehicle customization and aftermarket parts is reshaping who makes money when a driver wants a more personalized ride. Factory-backed accessories, limited edition models priced at up to $57,350, and packages that can add as much as $27,000 per vehicle, all rolled into financing, point to more value being kept in house. For investors, that can translate into fresh potential for some companies and real pressure for others. This article breaks down 3 stocks exposed...

AI Infrastructure Stocks sit at the crossroads of powerful trends investors are watching right now, from inflation and energy prices to shifting interest rate paths and mixed growth signals across regions. As capital flows toward the physical backbone of AI, this theme focuses on companies that supply the data centers, cooling, power and connectivity that turn AI demand into actual revenue and cash flow. This article highlights 3 notable stocks from the AI Infrastructure Stocks screener,...

Earlier this week, Stifel reaffirmed its Buy rating on Hayward Holdings, highlighting improved pool permit data and suggesting the shares look undervalued on both discounted cash flow and earnings multiple analysis. The contrast between Hayward’s current valuation and the higher tailored fair P/E ratio raises questions about whether concerns around leverage and refinancing are weighing more heavily on market sentiment than on analyst models. With Stifel pointing to improved permit data as...

Hubbell (HUBB) has affirmed its regular quarterly dividend, with the Board declaring a $1.42 per share payout, scheduled for September 15, 2026, for shareholders of record as of August 31. See our latest analysis for Hubbell. Hubbell’s share price has eased in recent months, with a 30-day share price return of 6% and a 90-day share price return of 10.76%, while its 1-year total shareholder return of 12.24% and 5-year total shareholder return of 166.59% point to stronger longer run results...

IMAX (IMAX) moved back into the spotlight after reporting second quarter 2026 results, with revenue of $102.84 million and net income of $15.4 million, alongside ongoing share repurchases and new technology partnerships. See our latest analysis for IMAX. IMAX stock has pulled back slightly in the last session, with a 1 day share price return that declined 1.32%, but the 7 day share price return of 12.38% and year to date share price return of 20.43% sit alongside a 1 year total shareholder...

Recent research in the digital payment sector reveals a significant gap between the expectations and capabilities of treasury and finance professionals in settling transactions in real-time. A Jiko survey shows that while 76% consider 24/7 settlement important for organizational operations, only 19% have achieved this capability, highlighting integration challenges and associated costs as major barriers. As geopolitical tensions, inflation, and uncertainties about banking stability rise,...

Clorox (CLX) is drawing renewed attention after recent trading left the stock at a last close of $95.55. This has prompted investors to reassess how its household and wellness portfolio lines up with current valuation metrics. See our latest analysis for Clorox. Recent moves put Clorox’s latest 1 day share price return of 1.87% against a year to date share price return that is down 5.26%, while the 1 year total shareholder return has declined 21.52%. This suggests sentiment has been weak and...

Over the past year, Helmerich & Payne has delivered a very large share price return while still being assessed as undervalued based on discounted cash flow analysis and market multiples. The company’s continued push into digitalization and automation of drilling, alongside a recently declared US$0.25 per-share cash dividend, is shaping perceptions of stronger cash flow support for its current valuation. Next, we’ll examine how the perceived undervaluation, supported by drilling...

UMB Financial (UMBF) is in focus ahead of its quarterly earnings on Tuesday after the market close, with analysts projecting 10.7% year on year revenue growth and noting that the company has often exceeded expectations in the past. See our latest analysis for UMB Financial. At a share price of $141.20, UMB Financial has seen a 12.64% 90 day share price return and a 31.44% 1 year total shareholder return, which investors may be weighing against upcoming earnings expectations. If you are...

Florida Energy Pathway project puts Chesapeake Utilities in focus Chesapeake Utilities (CPK) drew fresh investor attention after announcing the Florida Energy Pathway, a planned intrastate natural gas pipeline in south Florida anchored by long term commitments from multiple investment grade shippers. See our latest analysis for Chesapeake Utilities. The Florida Energy Pathway announcement arrives after a steady run in Chesapeake Utilities' shares, with a 30 day share price return of 7.85% and...

DexCom (DXCM) is back in focus after Health Canada authorized the Dexcom G7 15 Day continuous glucose monitoring system, extending approved sensor wear to 15.5 days for adults with diabetes. See our latest analysis for DexCom. At a share price of $71.54, DexCom has seen a 20.6% 90 day share price return even as the 1 year total shareholder return is down 20.1%. This suggests recent momentum has improved while longer term holders still sit on losses. If this kind of regulatory catalyst has...

Everest Group recently reported its June 2026-quarter results, posting a positive Earnings ESP even as earnings and revenue were expected to be slightly softer. This positive Earnings ESP, against a backdrop of investor focus on underwriting profitability and catastrophe exposure, may influence how consistently the company is perceived to be managing risk. We’ll now explore how Everest Group’s positive Earnings ESP and focus on underwriting profitability could reshape its existing investment...

Travel and leisure stocks are back in focus after lower oil prices and calmer U.S. Iran tensions eased inflation worries and lifted global risk appetite. Cheaper fuel and softer bond yields can change the maths for companies tied to travel demand, operating costs and consumer confidence. This article looks at 3 stocks from a Travel and Leisure Stocks screener that appear positively exposed to this news, all larger North American or UK companies with relatively strong financial health and...

With interest rates in focus, shipping lanes under threat, and energy costs on the move, many investors are taking a fresh look at high quality dividend stocks that aim to combine income with resilience. Instead of chasing headlines, it can help to focus on companies with solid balance sheets, consistent dividend records, and business models that aim to handle shocks to trade, energy, and consumer demand. This article looks at how the latest global events could affect stocks in our High...

Enpro (NPO) is drawing attention after recent trading, with the stock near US$333.88 and showing mixed short term moves, including a gain over the past week but a decline over the past month. See our latest analysis for Enpro. Looking beyond the latest move, Enpro’s share price is down about 12% over the past month but still up strongly year to date, with multi year total shareholder returns also remaining robust. This suggests recent momentum has cooled after a solid longer term run. If...

Fulton Financial (FULT) is back in focus after reporting record operating earnings for the second quarter of 2026, supported by higher net interest income, the Blue Foundry Bank acquisition and a completed share repurchase. See our latest analysis for Fulton Financial. Fulton Financial’s record operating earnings, completed buyback and Blue Foundry integration come after a strong run in the stock, with a year to date share price return of 26.19% and a 5 year total shareholder return of...