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What Is Behind a USD 41 Million Loss at Genworth Financial (NYSE:GNW) While Enact Holdings (NASDAQ:ACT), MGIC Investment (NYSE:MTG) and MBIA (NYSE:MBI) Diverge?

Key HighlightsGenworth Financial (NYSE:GNW) reported a third-quarter net loss of USD 41 million, or USD 0.11 per share, while adjustedOperating Incomeexcluding Closed Block held at USD 102 million.Enact Holdings (NASDAQ:ACT) raised its 2026Capitalreturn expectation to approximately USD 600 million after third-quarterNet Incomeof USD 159 …

Vinay Lochav | 05 November 2026

Why Did NAV Fall to USD 5.36 at Prospect Capital (NASDAQ:PSEC) and Slip at Blue Owl Technology Finance (NYSE:OTF), Blue Owl Capital (NYSE:OBDC) and Blackstone Secured Lending Fund (NYSE:BXSL)?

Key HighlightsProspectCapital(NASDAQ:PSEC) saw net asset value per common share fall to USD 5.36 at September 30, 2026 from USD 5.71 at June 30, 2026, after USD 98.6 million ofInvestmentlosses.Blue Owl Technology Finance (NYSE:OTF) reported NAV per share of USD 16.62 against a period-endMarket Valueof …

Vinay Lochav | 05 November 2026

Is the USD 5.16 Loss at ACRES Commercial Realty (NYSE:ACR) a One-Off While MFA Financial (NYSE:MFA), Ellington Financial (NYSE:EFC) and TriplePoint Venture Growth BDC (NYSE:TPVG) Diverge?

Key HighlightsACRES Commercial Realty (NYSE:ACR) reported a third-quarterGAAPnet loss of USD 56.3 million, or USD 5.16 per diluted share, driven by USD 38.3 million ofMergerand internalization costs.MFA Financial (NYSE:MFA) reported a GAAP net loss of USD 1.19 per share while distributable earnings, a non-GAAP …

Vinay Lochav | 05 November 2026

Can a USD 480 Million Fee Hide 9.7% RevPAR Growth at Host Hotels & Resorts (NASDAQ:HST), Park Hotels & Resorts (NYSE:PK), RLJ Lodging Trust (NYSE:RLJ) and Braemar Hotels & Resorts (NYSE:BHR)?

Key HighlightsHost Hotels & Resorts (NASDAQ:HST) lifted comparable RevPAR 8.8% to USD 219.50 in the third quarter, yetGAAPNet Incomefell 56.4% to USD 71 million on lower asset-sale gains.Park Hotels & Resorts (NYSE:PK) grew comparable RevPAR 8.4% to USD 201.02 and raised adjusted FFO guidance …

Vinay Lochav | 05 November 2026

How Far Do 76 New Properties Go Against a USD 58.2 Million Impairment at NNN REIT (NYSE:NNN), Global Net Lease (NYSE:GNL), FrontView REIT (NYSE:FVR) and Chiron Real Estate (NYSE:XRN)?

Key HighlightsNNN REIT (NYSE:NNN) reported third-quarter netEarningsof USD 109.9 million, up from USD 96.8 million, after buying 76 properties at a 7.3% weighted average cap rate for USD 221.7 million.Global NetLease(NYSE:GNL) bookedImpairmentcharges of USD 58.2 million and a net loss of USD 56.9 million, …

Vinay Lochav | 05 November 2026

Why Is FFO Rising at Macerich (NYSE:MAC), Tanger (NYSE:SKT) and American Homes 4 Rent (NYSE:AMH) While Clipper Realty (NYSE:CLPR) Posts a USD 5.9 Million Loss?

Key HighlightsMacerich (NYSE:MAC) reported adjusted FFO of USD 0.37 per diluted share against USD 0.36, but two loans of USD 74.4 million and USD 325.0 million moved into default after quarter end.Tanger (NYSE:SKT) lifted 2026 FFO per share guidance to USD 2.49 to USD …

Vinay Lochav | 05 November 2026

Is a 32% Revenue Surge at The Pennant Group (NASDAQ:PNTG) the Standout Among Option Care Health (NASDAQ:OPCH), Acadia Healthcare (NASDAQ:ACHC) and Ardent Health (NYSE:ARDT)?

Key HighlightsThe Pennant Group (NASDAQ:PNTG) grew third-quarterRevenueto USD 302.3 million from USD 229.0 million, about 32% (calculated), whileNet Incomeattributable rose to USD 9.6 million, or USD 0.26 per diluted share.Option Care Health (NASDAQ:OPCH) lifted net revenue 4.1% to USD 1.49 billion and net income …

Vinay Lochav | 05 November 2026

What Is Behind the 43.5% FFO Drop at National Healthcare Properties (NASDAQ:NHP) as McKesson (NYSE:MCK), STERIS (NYSE:STE) and Viemed Healthcare (NASDAQ:VMD) Grow?

Key HighlightsMcKesson (NYSE:MCK) reported diluted EPS of USD 10.44 against USD 8.92, about 17% higher (calculated), on revenues up 8% to USD 110,957 million and diluted shares down to 116.7 million.STERIS (NYSE:STE) lifted adjusted EPS to USD 2.94 from USD 2.47 and raised its …

Vinay Lochav | 05 November 2026

How Did Edgewise Therapeutics (NASDAQ:EWTX) Book USD 1.17 Billion While Dianthus Therapeutics (NASDAQ:DNTH), Nuvation Bio (NYSE:NUVB) and Arcus Biosciences (NYSE:RCUS) Reported Losses?

Key HighlightsEdgewise Therapeutics (NASDAQ:EWTX) reported third quarterNet Incomeof USD 1,166.2 million, or USD 9.65 per diluted share, driven by a gain of about USD 1,348.1 million on the sevasemten sale.Dianthus Therapeutics (NASDAQ:DNTH) posted a net loss of USD 46.6 million, or USD 0.81 per …

Vinay Lochav | 05 November 2026

What Is Behind the USD 197.6 Million in First Sales at Revolution Medicines (NASDAQ:RVMD) as Relay Therapeutics (NASDAQ:RLAY), Vir Biotechnology (NASDAQ:VIR) and Xencor (NASDAQ:XNCR) Report?

Key HighlightsRevolution Medicines (NASDAQ:RVMD) recorded USD 197.6 million of net productRevenuein the third quarter of 2026, its first from product sales, after FDA approval of RASONQUE in August.Relay Therapeutics (NASDAQ:RLAY) lost USD 81.7 million, or USD 0.37 per share, and holds USD 848.6 million …

Vinay Lochav | 05 November 2026
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