U.S. Mortgage REITs Stock News

In late July 2026, Alphabet reported second-quarter 2026 results showing higher sales and net income alongside an affirmation of its US$0.22 quarterly dividend, while also filing a US$69.24 billion shelf registration for up to 200 million Class C shares tied to employee stock plans. At the same time, Alphabet signaled an unprecedented AI and data center buildout, with capital expenditure guidance and long-term contractual obligations in the hundreds of billions of dollars, marking a sharp...

In July 2026, First American Financial reported second-quarter revenue of US$2,117.3 million and net income of US$218.5 million, while affirming a disciplined, synergy-focused acquisition strategy and steady technology investment plans. A key development was First American Data & Analytics making its extensive property intelligence datasets available within Esri’s ArcGIS ecosystem, deepening the company’s role in GIS-driven property and risk analysis workflows. We’ll now examine how this...

SouthState Bank Corporation has reported its second-quarter 2026 results, including US$575.95 million in net interest income, US$230.02 million in net income, net charge-offs of US$8 million, a higher quarterly dividend of US$0.66 per share, and completion of a 2.53% share repurchase program totaling US$247.6 million. Together, stronger earnings, modest credit costs, a dividend increase, and sizable buybacks point to management’s confidence in SouthState’s balance sheet and long-term capital...

Bread Financial Holdings reported past second-quarter 2026 results showing net interest income of US$1,039 million and net income of US$146 million, alongside ongoing share repurchases and a declared quarterly dividend of US$0.23 per share. The completion of a large buyback tranche, retiring around 17% of shares since 2025, highlights management’s emphasis on capital returns alongside earnings growth. We’ll now examine how Bread Financial’s stronger earnings and sizeable share repurchases...

On July 22, 2026, UFP Industries’ board declared a quarterly cash dividend of US$0.36 per share, payable September 15, 2026, to shareholders of record on September 1, 2026, reflecting a 3% increase from the 2025 dividend rate. This dividend increase highlights management’s willingness to return more cash to shareholders, reinforcing the company’s stance on capital deployment and income-focused appeal. We’ll now examine how this higher quarterly dividend shapes UFP Industries’ investment...

With inflation, energy prices and interest-rate expectations all pulling on markets at once, many investors are looking for themes that are closely linked to government spending, long-lived contracts and essential services. The Aerospace And Defense screener focuses on companies that manufacture or provide services to this sector, which is often tied to national priorities and long planning cycles. This article highlights 3 stocks from the Aerospace And Defense screener and explains how each...

In July 2026, Marcus & Millichap’s IPA Capital Markets division hired Ryan Demadis as managing director in its Boston office, where he brings broad debt and equity financing experience across industrial and multifamily properties in the Northeast. Demadis’ history of closing over US$1.00 billion in financing across diverse capital sources could deepen Marcus & Millichap’s capital markets capabilities and client relationships in a key region. Next, we’ll examine how adding Demadis’ industrial...

F.N.B (FNB) is back on investor radars after reporting second quarter results with higher net interest income and net income year over year, alongside updated full year net interest income guidance. See our latest analysis for F.N.B. At a share price of $19.05, F.N.B has a 90 day share price return of 7.38% and a year to date share price return of 10.82%. The 1 year total shareholder return of 24.83% and 5 year total shareholder return of 100.38% point to stronger gains over longer holding...

Western Digital (WDC) is back in focus after its stock moved higher along with other semiconductor companies during a relief rally tied to easing U.S.-Iran tensions and investor interest ahead of sector earnings updates. See our latest analysis for Western Digital. At around US$519.80, Western Digital’s recent share price has seen short term swings, with the stock down about 7% over one day and 11% over 30 days. Its 90 day share price return of roughly 33% sits alongside a very large 1 year...

Governance and capital return changes at MillerKnoll MillerKnoll (MLKN) has drawn investor attention after its board adjusted director retirement rules and reported progress on a long running share repurchase program totaling hundreds of millions of US dollars. On July 14, 2026, the board removed an age 72 cap from the company’s bylaws, updated governance guidelines to lift the retirement age to 75, and allowed limited waivers when it considers this to benefit shareholders. Separately, the...

Recent twists in EU sanctions on Russian LNG have opened a narrow window where regulation, politics and shipping intersect in complex ways. For investors, that can mean fresh questions about which European LNG transport stocks might benefit from the current rules and which could face longer term headline and policy risk. This article walks through three stocks exposed to the latest sanctions news, all positioned on the potentially positive side of this theme, and explains how their business...

In July 2026, Surgery Partners, Inc. reaffirmed its 2026 earnings guidance, keeping expected revenues in the US$3.35 billion to US$3.45 billion range. This reaffirmation signals management’s confidence in the company’s operational plans and demand outlook, despite a recently mixed short-term share performance. Next, we’ll examine how reaffirming the US$3.35–US$3.45 billion revenue outlook shapes Surgery Partners’ existing investment narrative and risk profile. AI is about to change...

AI security is suddenly front-page news, with the Open Secure AI Alliance, frontier model guardrail failures, and talk of sanctions on Chinese open-weight systems all pulling investor focus toward who actually benefits and who carries the risk. For anyone building a watchlist around AI, cybersecurity, or the tools that support them, this is a useful moment to reassess exposure to both opportunity and regulation. This article walks through 3 stocks from our AI and Cybersecurity Sector Leaders...

Clarivate’s recent contract wins put AI capabilities in focus Clarivate (CLVT) has just been selected to power AI assisted image search for the U.S. Patent and Trademark Office and to modernize France’s national academic library system, drawing investor attention to its core data and software offerings. See our latest analysis for Clarivate. Despite recent contract wins, Clarivate’s share price has been under pressure, with a 30 day share price return of 4.23% lower, a year to date share...

Dividend declaration and what it means for EVERTEC investors EVERTEC (EVTC) set its latest shareholder payout in motion as the Board declared a regular quarterly dividend of $0.05 per share, payable September 4, 2026 to investors of record on August 3, 2026. See our latest analysis for EVERTEC. Following the dividend declaration, EVERTEC's recent 1 day share price return of 2.24% and 1 month share price return of 8.62% contrast with a 1 year total shareholder return that declined 9.63%,...

Earlier this month, Target Corporation was named as a product seller in a product-liability lawsuit tied to recalled Nara Organics Whole Milk Organic Infant Formula, which regulators have linked to an infant botulism outbreak across three U.S. states. The case highlights how retailers can face legal exposure and reputational risk when safety warnings and prior contamination incidents intersect with their infant-nutrition assortments. Next, we will examine how Target’s potential legal...

AtriCure, Inc. recently reported its second-quarter 2026 results, with revenue of US$153.6 million and net income of US$8.96 million, and issued full‑year 2026 guidance calling for US$602 million to US$610 million in revenue and net income per share of US$0.05 to US$0.13. The shift from a net loss in the prior-year quarter to positive earnings in both the quarter and year-to-date period marks a clear profitability inflection that could reshape how investors view AtriCure’s ability to...

Transocean (RIG) is back on investor radars after recent trading activity highlighted the stock’s mixed return profile, with gains over the past year contrasting with weaker performance in the past 3 months. See our latest analysis for Transocean. At a share price of $5.35, Transocean’s recent momentum has softened, with the 7 day share price return of 6.57% and 30 day share price return of 4.70% set against a 90 day share price decline of 21.21%. This comes even as the 1 year total...

Shareholders might have noticed that Deckers Outdoor Corporation ( NYSE:DECK ) filed its first-quarter result this time...

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...