FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE
No SEC Form 4 filings for $FNMA in the last 30 days.
See all $FNMA insider activity →Bill Ackman disclosed six new holdings in his Pershing Square funds, including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange and S&P Global, acquired starting in Q2 and held in Pershing Square USA. He cited expected earnings growth. The article notes Pershing Square USA down 3.5% YTD through July and Pershing Square Holdings down 9.2%, vs S&P 500 up 13%.
Ferronordic Machines shares rose 20.2% to SEK 82 after the company released its Q2 2026 interim report. According to the report, revenue increased 43% year over year to SEK 1.56 billion, operating profit returned to SEK 68 million, and EPS recovered to SEK 3.08. A live investor presentation followed.
U.S. Rep. Tom Kean proposed the MOVE Act to require Fannie Mae and Freddie Mac to purchase and securitize portable mortgages, letting homeowners transfer existing rate, terms and balance to a new property to address the lock-in effect. The article cites Coldwell Banker data on sellers’ mortgage rates and a July 30-year fixed average of 6.81%.
Over the past 7 days, alphai's AI scored 2 news stories mentioning FNMA (FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent FNMA coverage spans financial news, earnings and regulation.
Fannie Mae is mentioned as part of the portfolio list only; no new FNMA disclosure is provided.
The stock’s sharp rally is tied to a reported operational inflection, with investors likely repricing near-term earnings power.
If enacted, portable-mortgage purchasing by Fannie Mae could change mortgage origination demand and reduce lock-in effects, but near-term impact is uncertain.
Higher underwriting friction for condo mortgages could reduce eligible loan volumes and shift lender behavior toward higher down payments or denials.
Despite stronger 2Q earnings, the market reaction described is weak, implying valuation debate around guaranty-book economics, interest-rate risk, and conservatorship/capital rules.
alphai scores every news story that mentions FNMA with an AI model for sentiment and relevance, and aggregates insider trades from FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE's SEC EDGAR Form 4 filings. Figures refresh continuously.
Bill Ackman disclosed six new holdings in his Pershing Square funds, including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange and S&P Global, acquired starting in Q2 and held in Pershing Square USA. He cited expected earnings growth. The article notes Pershing Square USA down 3.5% YTD through July and Pershing Square Holdings down 9.2%, vs S&P 500 up 13%.
3 min readFerronordic Machines shares rose 20.2% to SEK 82 after the company released its Q2 2026 interim report. According to the report, revenue increased 43% year over year to SEK 1.56 billion, operating profit returned to SEK 68 million, and EPS recovered to SEK 3.08. A live investor presentation followed.
3 min readU.S. Rep. Tom Kean proposed the MOVE Act to require Fannie Mae and Freddie Mac to purchase and securitize portable mortgages, letting homeowners transfer existing rate, terms and balance to a new property to address the lock-in effect. The article cites Coldwell Banker data on sellers’ mortgage rates and a July 30-year fixed average of 6.81%.
4 min readFannie Mae and Freddie Mac will tighten condo mortgage underwriting. New policies take effect Aug. 3, ending limited streamlined reviews for many projects and requiring full assessments of condo finances, reserves, insurance, and building condition. A separate Jan. 4 rule raises required reserve funding to at least 15% of annual budget from 10%, according to Fannie Mae.
6 min readSimply Wall St reports Fannie Mae (FNMA) posted about $4b net income in Q2 2026, citing higher net revenues and lower non-interest expenses. It notes FNMA shares at $5.79, down 47.36% YTD and down 28.96% over three months. A “most followed narrative” sets fair value at $10.50, while another view cites a P/E of 146.4x.
6 min readFannie Mae reported Q2 metrics on its earnings call, including 77% weighted average original loan-to-value and 756 average FICO for single-family acquisitions. Multifamily new business volume was $14B and guaranty book $545B; net income rose 29% to $704M. The company increased total allowance for credit losses by $161M and issued $25B of debt.
6 min readMizuho initiated coverage of Fannie Mae (FNMA) with an Outperform rating and a $10 price target, citing a high-quality, fee-based guarantee business and implicit government support. Mizuho assigns a 30% chance Fannie Mae exits conservatorship by 2028. Shares rose nearly 10% at the open. Wedbush downgraded to Neutral, $8 target. Q1 revenue was $7.3B vs $7.25B expected.
5 min readAnalysts issued multiple rating changes. Humana (HUM) was upgraded by Leerink to Outperform with a $513 target and by Piper Sandler to Overweight with a $463 target. Bloom Energy (BE), Sprouts (SFM), uniQure (QURE), and Core Scientific (CORZ) also saw upgrades. Las Vegas Sands (LVS) was downgraded to Hold by Argus. Other actions included P&G (PG), SiteOne (SITE), Capricor (CAPR), and Fannie Mae (FNMA).
3 min readFannie Mae reported $4.0B net income for Q2 2026, with net revenues up 4% to $7.6B and net worth rising to $116.5B, according to its SEC filing. Single-family acquisition volume reached $111.2B, the highest since Q3 2022, supported by $125B liquidity and 417,000 home purchases and refinances. First-time buyers were 55% of purchase loans.
4 min readThe article is a mortgage-industry technology and operations roundup. It highlights STRATMOR’s 2026 Technology Insight survey on loan origination systems and customer satisfaction measured through operational moments. It also promotes products from Truework (Checkr), Optimal Blue Rules Assistant, ICE Fraud Monitor, and others. It says Fannie Mae reported $4.0 billion net income for Q2 2026 and introduced a Purchase Application-Level Index.
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