Thrifts and Mortgage Finance Stocks Decline 3.5% After Mixed Q1 Earnings

StockStory··Read original
2▲0 ▼3Impact / 5
Summary · why it matters

The 12 thrifts and mortgage finance stocks tracked by StockStory reported mixed first-quarter results, with revenues beating analyst consensus estimates by 4.2% but next-quarter revenue guidance coming in 6.6% below expectations. On average, share prices across the group have declined 3.5% since the latest earnings results. Arbor Realty Trust posted revenues of $117.4 million, down 12.5% year on year and exceeding estimates by 3.5%, yet its stock has fallen 38% since reporting. Rocket Companies delivered the fastest revenue growth among peers, with revenues surging 108% year on year to $2.82 billion, but its shares are down 5.5% since the release. Franklin BSP Realty Trust was the weakest performer against analyst estimates, with revenues of $60.39 million missing expectations by 17.4%, and its stock has dropped 6.1%.

Impact on assets 5

Financials▼ · 4 stocks
Columbia Financial Inc
CLBK
▼ NegativeCapitalrelevance

Part of thrift/mortgage finance group that declined 3.5% after mixed Q1 earnings with weak guidance.

WaFd, Inc.
WAFD
▼ NegativeCapitalrelevance

Part of thrift/mortgage finance group that declined 3.5% after mixed Q1 earnings with weak guidance.

Digital Finance & Tokenization▼ · 1 stocks
Rocket Companies Inc
RKT
▼ NegativeCapitalrelevance

Rocket Companies reported strong revenue growth but shares fell 5.5% after earnings, likely due to weak guidance.

© 2026 MarketIVNews