UWM Holdings Corporation (UWMC) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -8.68%. A quarter ago, it was expected that this company would post earnings of $0.07 per share when it actually produced earnings of $0.01, delivering a surprise of -85.71%.Over the last four quarters, ...

分组1 - Fannie Mae reported quarterly earnings of $0.6 per share, missing the Zacks Consensus Estimate of $0.68 per share, representing an earnings surprise of -11.77% [1] - The company posted revenues of $7.33 billion for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.05%, and compared to year-ago revenues of $7.3 billion [2] - Fannie Mae shares have declined approximately 22.9% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $7.26 billion, and for the current fiscal year, it is $2.64 on revenues of $29.13 billion [7] - The Zacks Industry Rank for Financial - Mortgage & Related Services is currently in the bottom 15% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] - The estimate revisions trend for Fannie Mae was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Group 1 - Rocket Companies (RKT) shares increased by 8.4% to close at $20.35, following a significant volume of trading, contrasting with an 11% loss over the previous four weeks [1] - CEO Varun Krishna indicated that Rocket Companies is on track for its highest mortgage loan production in four years, reflecting a recovery in mortgage demand, which has positively influenced investor sentiment [2] - The company is projected to report quarterly earnings of $0.09 per share, representing a year-over-year increase of 125%, with revenues expected to reach $2.24 billion, up 88.5% from the same quarter last year [3] Group 2 - The consensus EPS estimate for Rocket Companies has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] - Rocket Companies is categorized under the Zacks Financial - Mortgage & Related Services industry, where another company, loanDepot (LDI), experienced a 1.4% decline in its stock price [4] - loanDepot's consensus EPS estimate has also remained unchanged, with a projected EPS of -$0.04, reflecting an 82.6% year-over-year change [5]

Core Viewpoint - PennyMac Financial (PFSI) reported quarterly earnings of $1.97 per share, significantly missing the Zacks Consensus Estimate of $3.23 per share, and down from $2.88 per share a year ago [1][2] Financial Performance - The company posted revenues of $538.01 million for the quarter, missing the Zacks Consensus Estimate by 10.19%, compared to $470.11 million in the same quarter last year [3] - The earnings surprise for the quarter was -38.96%, and over the last four quarters, the company has only surpassed consensus EPS estimates once [2] Market Performance - PennyMac shares have increased by approximately 11.5% since the beginning of the year, outperforming the S&P 500, which gained 1.9% [4] - The current Zacks Rank for PennyMac is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $3.42 on revenues of $625.28 million, and for the current fiscal year, it is $15.22 on revenues of $2.74 billion [8] - The outlook for the industry, particularly the Financial - Mortgage & Related Services sector, is currently in the bottom 26% of Zacks industries, which may impact stock performance [9]

Group 1 - Galaxy Digital Inc. (GLXY) is currently outperforming its Finance peers with a year-to-date gain of approximately 43.1%, compared to the average gain of 18.4% in the Finance group [4] - The Zacks Rank for Galaxy Digital Inc. is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Over the past three months, the Zacks Consensus Estimate for GLXY's full-year earnings has increased by 24%, reflecting improved analyst sentiment [4] Group 2 - Galaxy Digital Inc. is part of the Financial - Miscellaneous Services industry, which has seen a decline of about 8.5% year-to-date, further highlighting GLXY's strong performance within this group [6] - Another Finance stock, UWM Holdings Corporation (UWMC), has also outperformed its sector with a year-to-date return of 32.4% and a Zacks Rank of 2 (Buy) [5][7] - The Financial - Mortgage & Related Services industry, to which UWM Holdings belongs, has gained 41.7% since the beginning of the year, indicating a positive trend in that sector [7]

Core Viewpoint - PennyMac Financial (PFSI) shares experienced a significant rally of 6.4%, closing at $146.19, driven by higher trading volume and positive investor sentiment following President Trump's announcement regarding mortgage-backed securities [1][2]. Company Performance - The company is projected to report quarterly earnings of $3.23 per share, reflecting a year-over-year increase of 12.2%, with expected revenues of $599.02 million, up 27.4% from the previous year [3]. - However, the consensus EPS estimate for the quarter has been revised 1.4% lower in the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not correlate with price appreciation [4]. Industry Context - PennyMac operates within the Zacks Financial - Mortgage & Related Services industry, which is currently seeing increased investor confidence due to anticipated lower mortgage rates that could enhance loan originations and refinancing activities [2]. - Another company in the same industry, Tree.com (TREE), saw a 12.9% increase in its stock price, closing at $62.91, although it has returned -0.4% over the past month [4].

分组1 - Better Home & Finance Holding Company (BETR) reported a quarterly loss of $1.86 per share, which was worse than the Zacks Consensus Estimate of a loss of $1.75, but an improvement from a loss of $3.23 per share a year ago, indicating a surprise of -6.29% [1] - The company posted revenues of $43.87 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 8.74%, and showing an increase from year-ago revenues of $28.99 million [2] - The stock has increased approximately 563.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] 分组2 - The earnings outlook for Better Home & Finance Holding Company is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for the company was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] - The current consensus EPS estimate for the upcoming quarter is -$1.96 on revenues of $47.3 million, and for the current fiscal year, it is -$8.75 on revenues of $172.07 million [7] 分组3 - The Financial - Mortgage & Related Services industry, to which Better Home & Finance Holding Company belongs, is currently in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - loanDepot reported a quarterly loss of $0.01 per share, outperforming the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.03 per share a year ago, resulting in an earnings surprise of +75.00% [1] - The company posted revenues of $323.32 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 13.61% and showing an increase from $314.6 million year-over-year [2] - loanDepot shares have increased approximately 36.8% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $277.8 million, and for the current fiscal year, it is -$0.19 on revenues of $1.12 billion [7] - The estimate revisions trend for loanDepot was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Mortgage & Related Services industry, to which loanDepot belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - Walker & Dunlop reported quarterly earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.21 per share, and up from $1.19 per share a year ago [1] - The company achieved revenues of $337.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.82% and increasing from $292.3 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +0.83%, while the previous quarter saw a surprise of -10.85% with actual earnings of $1.15 per share against an expectation of $1.29 [2] - Over the last four quarters, the company has exceeded consensus EPS estimates only once [2] Revenue Insights - Walker & Dunlop has outperformed consensus revenue estimates three times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $1.31 on revenues of $326 million, and for the current fiscal year, it is $3.60 on revenues of $1.21 billion [8] Market Performance - The stock has underperformed the market, losing about 17.7% since the beginning of the year, compared to a 15.6% gain in the S&P 500 [4] - The Zacks Industry Rank for Financial - Mortgage & Related Services is in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The earnings outlook will be influenced by management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for Walker & Dunlop is 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [7]

Core Insights - Zillow Group reported quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.45 per share, but showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of -2.22% [1] - The company posted revenues of $676 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.05% and increasing from $581 million year-over-year [2] - Zillow shares have underperformed the market, losing about 2.8% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $645.96 million, and for the current fiscal year, it is $1.67 on revenues of $2.57 billion [7] - The estimate revisions trend for Zillow was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Mortgage & Related Services industry, to which Zillow belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]