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Orchid Island Capital (ORC) Looks Overvalued On Q2 Earnings And Buyback Update

Orchid Island Capital (ORC) recently reported a shift to net income in Q2 2026 and updated its share repurchase program. While its P/E ratio of 5.4x suggests undervaluation compared to industry peers and its estimated fair ratio

Annaly Capital Management (NYSE:NLY) Rating Increased to Strong-Buy at Zacks Research

Zacks Research has upgraded Annaly Capital Management (NYSE:NLY) from a "hold" to a "strong-buy" rating. This upgrade comes as Annaly reported strong quarterly earnings, beating analyst estimates for both EPS and revenue. The company maintains a "Moderate Buy" consensus rating among analysts with a …

Apollo Commercial Real Estate Finance (NYSE:ARI) Sees Large Decrease in Short Interest

Apollo Commercial Real Estate Finance (NYSE:ARI) experienced a significant 32.4% decrease in short interest in July, totaling 4.83 million shares, which represents 3.7% of its shares outstanding. The company's stock opened at $6.50, near its 12-month low, after reporting quarterly EPS and revenue below …

Blackstone Mortgage Trust: Downgrade After Q2 Miss, Loan Growth And Performance Impress

Blackstone Mortgage Trust (BXMT) has been downgraded to Hold following four consecutive earnings misses and a 16% price drop since last November. Despite impressive Q2 loan growth of $1.4 billion and a 97% performing loan book, concerns are raised by a net loss, declining …

Starwood Property Trust stock hits 52-week low at 15.98 USD

Starwood Property Trust (STWD) stock has fallen to a new 52-week low of $15.98, representing a 17.29% decrease over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued, maintains an 11.83% dividend yield, and has consistently paid dividends for 18 years. …

SummitTX Capital L.P. Has $1.04 Million Position in Starwood Property Trust, Inc. $STWD

SummitTX Capital L.P. significantly reduced its stake in Starwood Property Trust (NYSE:STWD) by 72.3% in the first quarter, holding 60,690 shares valued at approximately $1.045 million. Despite the reduction by SummitTX, other institutional investors increased their positions in the real estate investment trust. Starwood …

Adamas Trust (ADAM) Stock Signals Dividend Strength Despite Leverage Risk

Adamas Trust (ADAM) stock saw a modest increase after its Q2 2026 earnings, which showed strong dividend coverage with Earnings Available for Distribution of US$0.30 per share against a US$0.27 quarterly payout. While the company improved its net income and adjusted book value, concerns …

(LADR) Price Dynamics and Execution-Aware Positioning

This article analyzes Ladder Capital Corp Class A (NASDAQ: LADR) with key findings indicating strong near-term sentiment but neutral mid and long-term outlooks. It highlights resistance testing and an exceptional short setup targeting a 4.9% downside with minimal risk. The article provides AI-generated trading …

Lument Finance Trust Addresses NYSE Listing Deficiency Notice

Analysts Offer Insights on Real Estate Companies: Rithm Capital (RITM) and ACRES Commercial Realty (ACR)

Arbor Realty Trust (NYSE: ABR) swings to Q2 loss, trims dividend

Arbor Realty Trust (ABR) Tops Q2 Earnings and Revenue Estimates

Rithm Capital: The Dividend Looks Safer Than The Stock Price Suggests (NYSE:RITM)

Is Rithm Capital’s (RITM) Stronger-Than-Expected Distribution Hiding Deeper Shifts in Its Business Model?

AGNC Investment (Nasdaq: AGNC) swings to $654M Q2 profit

PennyMac Mortgage Investment Trust (PMT) Stock Faces Dividend Pressure Despite Securitization Progress

Ready Capital's Q2 results webcast is set for Aug. 7

MFA Financial, Inc. (NYSE:MFA) Given Average Rating of "Hold" by Analysts

How Orchid Island Capital’s Profit Swing And Completed Buyback At Orchid Island Capital (ORC) Has Changed Its Investment Story

Why is Blackstone Mortgage Trust stock sliding today?

Ready Capital Q2 Results: Earnings Release Date Set for August 6

Complex Inter-Creditor Conflicts: How TPG’s Multi-Level Investments Can Adversely Impact TPG RE Finance Trust

TPG RE Finance Trust (TRTX) has identified a new risk concerning complex inter-creditor conflicts arising from TPG's multi-level investments. Investments by TPG RE Finance Trust and its affiliates at various levels of an issuer's capital structure can create dynamics where actions taken to protect …

Rithm Capital (RITM) Weighs C Corp Shift As It Builds Third Party Asset Management

ACRES Commercial Realty: Why We Are Staying Neutral On ACRES Series C Preferred (ACR.PR.C)

ACRES Commercial Realty Corp. (ACR) reported a disappointing Q2 2026 with a 10% drop in book value per share and significant one-time costs from management internalization. The company's capital structure is heavily weighted towards preferred equity, which raises concerns for preferred shareholders. As a …

Franklin BSP Realty Trust Inc (FBRT) (Q2 2026) Earnings Call Highlights: Dividend Coverage ... By GuruFocus

Franklin BSP Realty Trust (FBRT) reported strong Q2 2026 results, with distributable earnings covering its dividend for the second consecutive quarter, driven by improved net interest income and lower realized losses. The company increased its book value through share repurchases and maintained high liquidity, …

ACRES Commercial Realty Reports Quarterly Net Loss, Internalizes Management

ACRES Commercial Realty (ACR) reported a GAAP net loss of $12.5 million, or $1.87 per diluted share, for the quarter ending June 30, 2026. Despite the loss, management is focusing on a healthy pipeline of new loan opportunities, selective asset additions, and an internalization …

Millennium entities (NYSE: ARI) report 6.7M-share, 5.3% stake in Apollo

Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander have reported a beneficial ownership of 6,744,918 shares of Apollo Commercial Real Estate Finance, Inc. (NYSE: ARI) common stock, which constitutes a 5.3% stake. The filing indicates that this stake includes shared voting …

Invesco Mortgage Capital: Q2 Earnings Snapshot

Invesco Mortgage Capital reports Q2 net income and 34 cent EPS

Invesco Mortgage Capital Inc. (IVR) announced its Q2 2026 financial results, reporting net income of $31.8 million attributable to common stockholders and basic and diluted earnings of $0.34 per common share. The company's book value per common share was $8.03, and it maintained its …

Newtyn entities disclose 7.9% ownership in Apollo Commercial (ARI) common stock

Newtyn Management, LLC and Newtyn TE Partners, LP have reported significant ownership stakes in Apollo Commercial Real Estate Finance, Inc. common stock. As of July 23, 2026, Newtyn Management beneficially owns 10,311,147 shares (7.9% of the class), while Newtyn TE Partners directly holds 6,619,757 …

Strait & Sound Wealth Management LLC Takes Position in ARMOUR Residential REIT, Inc. $ARR

Strait & Sound Wealth Management LLC has acquired 73,352 shares of ARMOUR Residential REIT (NYSE:ARR) valued at approximately $1.22 million, representing about 0.06% of the company. Institutional investors collectively own 54.17% of ARR. The REIT reported quarterly EPS matching estimates and revenue exceeding expectations, …

Invesco Mortgage Capital Q2 2026: Net income $31.8M, EPS $0.34; EAD per share $0.50

Invesco Mortgage Capital reported a net income of $31.8 million for Q2 2026, with basic and diluted earnings per share of $0.34. The company's earnings available for distribution were $47.1 million, or $0.50 per common share, and it declared monthly common dividends totaling $0.36 …

Analysts Estimate Starwood Property Trust (STWD) to Report a Decline in Earnings: What to Look Out for

Analysts expect Starwood Property Trust (STWD) to report a year-over-year decline in earnings but higher revenues for the quarter ended June 2026. The Zacks Consensus Estimate predicts quarterly earnings of $0.40 per share, down 7%, with revenues of $505.6 million, up 13.8%. The company's …

Seven Hills Realty Trust Revenue Breakdown – NASDAQ:SEVN

Seven Hills Realty Trust (NASDAQ: SEVN) generated a total revenue of $29.38 million USD last year. The majority of this revenue, $56.34 million USD, came from its Investment and Related Activities segment. This top-performing segment saw a decrease compared to $64.76 million USD in …

RITHM CAPITAL CORP 7.00%FXD RATE RESET CUM RED PFD STK D To Go Ex-Dividend On July 31st, 2026 With 0.4375 USD Dividend Per Share

RITHM CAPITAL CORP 7.00%FXD RATE RESET CUM RED PFD STK D is scheduled to go ex-dividend on July 31st, 2026. Shareholders will receive a dividend of 0.4375 USD per share. This event is relevant for investors tracking dividend income from the company.

BlackRock (SEVN holder) discloses 2.05M-share, 9.1% position in Seven Hills Realty

BlackRock, Inc. has filed an amended Schedule 13G, revealing a 9.1% beneficial ownership stake in Seven Hills Realty Trust (SEVN), amounting to 2,050,083 shares. The filing indicates BlackRock holds sole voting power over 2,011,935 shares and sole dispositive power over all 2,050,083 shares. No …