分组1 - New York Mortgage Trust (NYMT) reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, compared to a loss of $0.30 per share a year ago, representing an earnings surprise of 100% [1] - The company posted revenues of $33.1 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 6.68%, and compared to year-ago revenues of $17.86 million [2] - Over the last four quarters, New York Mortgage Trust has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] 分组2 - The stock's immediate price movement will depend on management's commentary on the earnings call and future earnings expectations [3] - New York Mortgage Trust shares have lost about 3.1% since the beginning of the year, while the S&P 500 has declined by 5.5% [3] - The current consensus EPS estimate for the coming quarter is $0.13 on $33.06 million in revenues, and $0.49 on $135.96 million in revenues for the current fiscal year [7] 分组3 - The estimate revisions trend for New York Mortgage Trust is favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The REIT and Equity Trust industry is currently in the bottom 43% of the Zacks industries, which may impact stock performance [8] - Ready Capital, another stock in the same industry, is expected to report quarterly earnings of $0.12 per share, representing a year-over-year change of -58.6% [9]

Annaly Capital Management (NLY) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.41%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.67 per share when it actually produced earnings of $0.72, delivering a surprise of 7.46%.Over the last ...

Core Viewpoint - Blackstone Mortgage Trust (BXMT) reported quarterly earnings of $0.17 per share, significantly exceeding the Zacks Consensus Estimate of $0.01 per share, but down from $0.65 per share a year ago, indicating a substantial earnings surprise of 1,600% [1] Group 1: Earnings Performance - The company has surpassed consensus EPS estimates for the last four quarters, with a notable earnings surprise of 237.50% in the previous quarter [2][1] - Blackstone Mortgage's revenues for the quarter ended March 2025 were $89.82 million, missing the Zacks Consensus Estimate by 22.85%, and down from $142.39 million year-over-year [2] Group 2: Stock Performance and Outlook - Blackstone Mortgage shares have increased by approximately 8.9% since the beginning of the year, contrasting with a decline of -5.5% in the S&P 500 [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook for upcoming quarters [4][3] Group 3: Earnings Estimates and Industry Context - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $120.36 million, and for the current fiscal year, it is $1.07 on revenues of $478.78 million [7] - The REIT and Equity Trust industry, to which Blackstone Mortgage belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, which may impact stock performance [8]

分组1 - BrightSpire (BRSP) reported quarterly earnings of $0.16 per share, matching the Zacks Consensus Estimate, but down from $0.23 per share a year ago [1] - Colony Credit posted revenues of $15.88 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 10.31%, and down from $27.43 million year-over-year [2] - Colony Credit shares have declined approximately 12.1% since the beginning of the year, compared to a 6% decline in the S&P 500 [3] 分组2 - The earnings outlook for Colony Credit is currently unfavorable, leading to a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] - The current consensus EPS estimate for Colony Credit is $0.16 on $16.4 million in revenues for the upcoming quarter, and $0.65 on $66.5 million in revenues for the current fiscal year [7] - The REIT and Equity Trust industry is ranked in the bottom 42% of Zacks industries, suggesting potential challenges for stocks in this sector [8] 分组3 - MFA Financial, another company in the same industry, is expected to report quarterly earnings of $0.39 per share, reflecting an 11.4% year-over-year increase, with revenues projected at $57.59 million, up 20.5% from the previous year [9][10]

Group 1 - The stock of Advanced Flower Capital Inc. (AFCG) is experiencing significant attention due to high implied volatility in the options market, particularly the May 16, 2025 $10 Call option [1] - Implied volatility indicates the market's expectation of future movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Advanced Flower Capital currently holds a Zacks Rank 3 (Hold) in the REIT and Equity Trust industry, which is in the bottom 31% of the Zacks Industry Rank [3] Group 2 - Over the past 60 days, no analysts have increased their earnings estimates for the current quarter, while two analysts have revised their estimates downward, resulting in a decrease of the Zacks Consensus Estimate from 38 cents per share to 30 cents [3] - The high implied volatility may indicate a developing trade, as options traders often seek to sell premium on options with high implied volatility to capture decay, hoping the underlying stock does not move as much as expected at expiration [4]

Core Viewpoint - Franklin BSP (FBRT) reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, but down from $0.41 per share a year ago, indicating a 24.39% year-over-year decline in earnings [1][2] Financial Performance - The company posted revenues of $50.11 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 9.76% and down from $53.95 million year-over-year, reflecting a 5.43% decline [2] - Over the last four quarters, Franklin BSP has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Performance - Franklin BSP shares have declined approximately 7.3% since the beginning of the year, compared to a decline of 6.1% for the S&P 500 [3] - The current Zacks Rank for Franklin BSP is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.33 on revenues of $57.12 million, and for the current fiscal year, it is $1.35 on revenues of $229.69 million [7] - The trend for estimate revisions ahead of the earnings release has been unfavorable, which may impact future stock performance [6] Industry Context - The REIT and Equity Trust industry, to which Franklin BSP belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for AG Mortgage Investment Trust (MITT) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - AG Mortgage Investment Trust is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year increase of 14.3% [3]. - Revenues are projected to be $19 million, which is a 10.6% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 3.57% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for AG Mortgage Investment Trust aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the lack of recent analyst revisions makes it challenging to predict an earnings beat for AG Mortgage Investment Trust [11]. - The company has not surpassed consensus EPS estimates in the last four quarters, with a previous quarter's surprise of -5.26% [12][13]. Industry Comparison - In contrast, Redwood Trust (RWT) is expected to report earnings of $0.17 per share, a significant year-over-year increase of 112.5%, with revenues projected at $31.31 million, up 30.5% [17]. - Redwood Trust's consensus EPS estimate has been revised up by 9.6% in the last 30 days, resulting in a positive Earnings ESP of 3.85% and a Zacks Rank of 1, indicating a strong likelihood of beating the consensus [18].

Core Viewpoint - DigitalBridge (DBRG) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended March 2025, with a consensus EPS estimate of $0.08, reflecting a 700% increase from the previous year, and revenues expected to reach $104.74 million, a 40.8% increase [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for May 1, and the stock may rise if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 5.26% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate predictions [5][6]. - A positive Earnings ESP reading is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, with historical data showing a nearly 70% success rate for such combinations [8]. DigitalBridge's Earnings Analysis - For DigitalBridge, the Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, making it challenging to predict an earnings beat [10][11]. - The company has a Zacks Rank of 3, indicating a neutral outlook, and has only beaten consensus EPS estimates once in the last four quarters [11][13]. Industry Comparison - In contrast, Blackstone Mortgage Trust (BXMT) is expected to report earnings of $0.01 per share, reflecting a significant year-over-year decline of 98.5%, with revenues projected at $116.42 million, down 18.2% [17]. - Blackstone Mortgage has seen a 13.5% downward revision in its consensus EPS estimate over the last 30 days, but a high Earnings ESP of 1500% suggests a likely earnings beat, having consistently beaten estimates in the past four quarters [18].

Group 1 - Aegon NV (AEG) is currently ranked 4 in the Zacks Sector Rank within the Finance group, which consists of 858 companies [2] - Aegon NV has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for Aegon's full-year earnings has increased by 0.5% over the past 90 days, reflecting improved analyst sentiment [3] Group 2 - Year-to-date, Aegon NV has increased by approximately 8%, outperforming the average loss of 1% in the Finance group [4] - Aegon NV belongs to the Insurance - Multi line industry, which has seen an average decline of 0.3% this year, indicating Aegon's relative strength [5] - Apollo Commercial Finance (ARI) is another Finance stock that has outperformed the sector, with a year-to-date increase of 5% [4]

Over the last four quarters, the company has surpassed consensus EPS estimates three times. Ladder Capital, which belongs to the Zacks REIT and Equity Trust industry, posted revenues of $51.2 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 10.64%. This compares to year- ago revenues of $69 million. The company has topped consensus revenue estimates three times over the last four quarters. This quarterly report represents an earnings surprise of -9.09%. A quarter ago, it was ...