Zacks Highlights Federal Agricultural Mortgage, Lending Tree, and Finance of America Amid Industry Weakness

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research identifies Federal Agricultural Mortgage, Lending Tree, and Finance of America as mortgage-related services stocks to watch despite persistent industry headwinds. The Zacks Mortgage & Related Services industry faces elevated mortgage rates, with the 30-year fixed rate rising to nearly 6.5%, which is expected to subdue loan demand and hurt origination and refinancing activity. However, diversified operations and the servicing segment offer support, with mortgage service rights poised for value appreciation as U.S. single-family mortgage debt outstanding is projected to reach $15.2 trillion by the end of 2026. Federal Agricultural Mortgage, also known as Farmer Mac, reported double-digit year-over-year growth in business volume, revenues, and core earnings in the first quarter of 2026, approaching $35 billion in total outstanding business volume. LendingTree is focusing on improving purchase conversion rates and diversifying its non-mortgage product offerings, with 2026 earnings expected to surge 71% year over year. Finance of America, the leading reverse mortgage platform with roughly 30% market share, saw first-quarter 2026 submission volume increase 20% year over year to $918 million, and its 2026 earnings are expected to surge 56.3% year over year.

Impact on stocks 3

Financials · 2 stocks
Lendingtree Inc
TREE
▲ PositiveDemandrelevance

Focus on improving purchase conversion rates and diversifying non-mortgage products; 2026 earnings expected to surge 71% year over year.

Aging Population · 1 stocks
Finance of America Companies Inc
FOA
▲ PositiveDemandrelevance

First-quarter 2026 submission volume increased 20% year over year to $918 million, and 2026 earnings expected to surge 56.3%.