Mortgage Servicing Rights (MSR)

Business

PennyMac Financial Navigates Mortgage Market Crosswinds: Servicing Headwinds Offset Origination Gains in Q4

PennyMac Financial Services reported Q4 2025 net income of $106.8 million, declaring a $0.30 per share dividend. While full-year profits grew on higher loan production, the quarter was pressured by a sharp decline in mortgage servicing income due to accelerated prepayments, highlighting the volatility inherent in its dual business model.

Jan 31, 2026

Business

PennyMac Mortgage Investment Trust Posts Strong Q4 on Securitization Surge, Navigates Production Headwinds

PennyMac Mortgage Investment Trust (PMT) closed 2025 with robust earnings, driven by a dramatic expansion in its private-label securitization business. While this growth fueled returns, the company's correspondent lending segment faced pressure, and faster mortgage prepayments impacted servicing rights income.

Jan 30, 2026

Business

Annaly Capital Doubles Down on Residential Credit After Strong Earnings, Targets 2026 Growth

Buoyed by robust quarterly and full-year results, Annaly Capital Management is pivoting more capital toward residential credit and mortgage servicing rights. The mortgage REIT's strategic shift aims to build on its earnings momentum while navigating an evolving interest rate landscape.

Feb 2, 2026

Business

Analysts Revise Outlook on Rithm Capital as Market Reassesses Mortgage REIT's Trajectory

A revised price target for Rithm Capital (NYSE: RITM) has prompted a fresh look at the mortgage REIT's prospects, with analysts weighing its strategic shifts against a complex macroeconomic backdrop.

Jan 30, 2026

Business

PennyMac Mortgage Investment Trust Posts Strong Q4 Results, Eyes Growth in Non-Agency Market

PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.

Jan 30, 2026

Mortgage Proposals and Rate Swings: A Housing Market in Search of Real Solutions

As mortgage rates fluctuate and ambitious policy ideas emerge, economists warn that financing tweaks cannot solve the core issue: a chronic shortage of homes.

Feb 2, 2026

Business

The High Cost of Low Scores: Homebuyers in These 5 States Face Steeper Mortgage Payments

A new analysis reveals a stark geographic divide in credit health, with residents in several Southern states facing higher long-term mortgage costs due to lower average credit scores, while Northern states benefit from more favorable rates.

Feb 2, 2026

Streaming Giants to Pour $14.2 Billion into Sports Rights by 2026, With Amazon Taking the Lead

A new forecast reveals streaming platforms are set to increase sports rights spending by 7% in 2026, with Amazon's Prime Video overtaking DAZN as the top investor, signaling a major shift in the battle for live sports dominance.

Feb 2, 2026

Business

Terns Pharma Secures Global Rights for Key Drug, Fueling Expansion Ambitions Beyond China

Terns Pharmaceuticals has restructured a key licensing deal with China's Hansoh, gaining exclusive worldwide rights for its TERN-701 oncology drug outside Greater China. The strategic move, coupled with a recent analyst price target surge, signals the company's aggressive push into international markets.

Feb 2, 2026

Business

Orchid Island Capital Posts Stellar 2025 Earnings, Fueling Investor Optimism Amid Mortgage Market Shift

Orchid Island Capital, Inc. (NYSE:ORC) reported a dramatic surge in full-year 2025 net income, driven by a strategic expansion of its agency MBS portfolio and disciplined hedging. The results mark a potential inflection point for the mortgage REIT, reshaping its risk-reward profile after years of uneven performance.

Feb 2, 2026

World

Venezuela Frees Rights Activist Javier Tarazona in Sweeping Prisoner Release Initiative

Prominent Venezuelan human rights defender Javier Tarazona has been released after over four years in detention on charges widely condemned as politically motivated, as the government announces a new amnesty law and the U.S. re-engages diplomatically.

Feb 2, 2026

World

Venezuela Frees Over 30 Detainees Amid Amnesty Push, Rights Groups Report

Venezuela has released more than 30 individuals classified as political prisoners, according to a leading rights organization. The move follows the government's announcement of a proposed amnesty law and comes amid mounting international pressure and domestic calls for faster action.

Feb 2, 2026

Business

Heidelberg Materials Navigates the Green Transition: Voting Rights Update Masks Deeper Strategic Shift

While a routine regulatory filing on voting rights draws little market reaction, analysts are focusing on Heidelberg Materials' pivotal role in the global push for sustainable construction. The company's journey from traditional cement producer to a leader in decarbonized building solutions is fraught with both opportunity and significant financial risk.

Jan 31, 2026

Business

Invesco Mortgage Capital Rides Agency Wave to Strong Q4 Finish, Eyes 2026 Momentum

Invesco Mortgage Capital (IVR) posted robust fourth-quarter results, buoyed by a calmer interest rate environment and outperformance in agency mortgage-backed securities. Executives detailed strategic portfolio positioning amid spread tightening and signaled cautious optimism for the year ahead.

Jan 31, 2026

Business

Hilltop Holdings Navigates Rate Shifts, Posts Strong 2025 Profit Amid Mortgage Headwinds

Hilltop Holdings capped off 2025 with a 46% surge in net income, fueled by a steeper yield curve and disciplined cost management across its banking and securities units. While the mortgage division remains under pressure, executives point to a robust loan pipeline and shareholder returns as signs of resilience heading into 2026.

Jan 31, 2026

Business

Trump's Fed Nominee Kevin Warsh Champions Unconventional Path to Cheaper Mortgages

President Trump's pick to lead the Federal Reserve, former governor Kevin Warsh, advocates for a dramatic shift in central bank strategy—shrinking its balance sheet—as the key to lowering mortgage rates, a move that challenges prevailing economic orthodoxy.

Jan 30, 2026

Business

Fed Holds Steady, Mortgage Rates Follow Suit: Housing Market Finds Footing Amid Economic Confidence

The Federal Reserve's decision to maintain its benchmark rate signals underlying economic strength, leaving mortgage rates largely unmoved. While affordability challenges persist, a gradual rebalancing of the market offers cautious optimism for buyers and sellers.

Jan 30, 2026

World

Journalist Arrest, Civil Rights Probe Deepen Crisis in Minneapolis

The arrest of former CNN anchor Don Lemon following his coverage of immigration protests has ignited a fierce debate over press freedoms and federal overreach, as a Justice Department civil rights investigation into the fatal shooting of a local nurse adds fuel to the political fire.

Jan 30, 2026

World

Justice Department Launches Civil Rights Probe into Fatal Shooting of Minneapolis Protester Alex Pretti

The U.S. Department of Justice has initiated a civil rights investigation into the fatal shooting of Alex Pretti by federal immigration officers in Minneapolis, a senior official confirmed Friday. The probe could lead to criminal charges, though legal hurdles remain high.

Jan 30, 2026

Business

NetEase Cloud Music Strikes Major Deal with Universal Music Group, Gaining Distribution Rights and Vowing to Boost Chinese Artists

NetEase Cloud Music has entered a multi-year strategic partnership with Universal Music Group, securing licensing and distribution rights for UMG's vast catalog in China. The deal aims to expand music access for Chinese listeners while creating new global promotion channels for domestic talent.

Jan 30, 2026