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Americans Ready to Take Control of Financial Stress, Lincoln Financial Research Finds

Americans Ready to Take Control of Financial Stress, Lincoln Financial Research Finds

RADNOR, Pa.–(BUSINESS WIRE)–New research from Lincoln Financial (NYSE: LNC) shows that while more than half of Americans surveyed identify finances as a leading or major stressor, 84% are motivated or have begun to take action to improve their wellbeing, suggesting an encouraging reality that individuals are looking to regain control of their financial future.

Finances remain the leading source of stress for Americans surveyed, outpacing work, health, relationships and current events, and Lincoln’s research suggests that many people want practical support to help them turn financial intention into meaningful progress.

That insight is central to Lincoln’s The Action Plan, a campaign designed to help people think beyond traditional retirement planning and take practical steps toward the future they want. Rather than be guided by one singular amount to save in retirement, the campaign encourages taking a more holistic view, gauging what experiences – such as hobbies, passions and pastimes – or priorities matter most and crafting a retirement plan to meet those objectives.

“Financial stress has a way of pulling people into the immediacy of today and making it difficult to focus on tomorrow,” said John Kennedy, EVP, Chief Distribution and Brand Officer at Lincoln Financial. “This research is encouraging because it shows Americans haven’t given up on their future; they are ready to take action. The challenge is turning that motivation into momentum, and that starts with giving people practical guidance, simple tools and the confidence to take the first step.”

From financial stress to financial action

Lincoln’s research reveals a nuanced picture of how Americans are experiencing and responding to stress today. According to Lincoln’s Consumer Sentiment Tracker, other notable takeaways include:

  • 65% of those experiencing stress say it negatively affects their ability to manage their finances, creating a “financial stress loop” in which financial concerns and stress can reinforce one another.

  • Americans’ top financial concerns are inflation, keeping pace with rising costs of living and having enough income in retirement.

  • 67% of Americans surveyed report experiencing physical symptoms of stress, highlighting the impact stress can have on overall wellbeing.

  • While financial stress is a nearly universal experience, clients of financial professionals are less likely to see finances as a primary or top stressor (44%) compared to all US adults (54%).

Amid these challenges, the fact that the majority of respondents are seeking to take action demonstrates a strong desire to improve one’s financial outlook and take greater control of their future.

“Too often, people think financial planning is only about dollars and cents,” said Kennedy. “In reality, people don’t dream about account balances. They dream about travel, time with loved ones, new adventures and the passions they hope to pursue for years to come. When people can connect their finances to the experiences that matter most to them, they become more motivated to plan.”

Through The Action Plan advertising campaign, Lincoln is focused on helping individuals connect their financial goals with the life they want to live in retirement. Today’s pre-retirees are among the most active adults, and many are not looking to slow down as they age. They want to keep spending time with family, traveling, enjoying outdoor activities and trying new experiences. By encouraging people to think first about the passions, pastime and priorities they want to carry into retirement, the campaign offers a more personal and practical way to plan for the future. Lincoln supports that mindset through educational resources, planning tools and insights that can help people build confidence and take action toward the retirement they envision.

Ultimately, the findings suggest the conversation around financial wellbeing is shifting, and while Americans continue to face financial pressure or feel stress, they are seeking ways to move forward.

Methodology: Lincoln Financial’s Consumer Sentiment Tracker surveys more than 1,000 US adults each quarter to understand attitudes toward financial wellbeing, stress, and decision-making. Data is collected using the Qualtrics survey platform. The sample includes quotas to be representative of the total US adult population. This analysis is based on data collected in January and April 2026.

FAQ

Why is financial stress such a significant issue today?

Lincoln Financial’s research shows that finances remain the leading source of stress for Americans, surpassing work, health, relationships and current events. Financial stress can affect more than just a person’s bank account. It can influence wellbeing, physical health, productivity and the ability to make progress toward their goals.

What is the most significant takeaway from the research?

Financial stress is affecting how Americans feel, how they make decisions and whether they are able to take action toward their goals. The research reveals the opportunity for Americans who want to improve their situation and are looking for guidance on where to begin.

What is Lincoln’s The Action Plan?

Retirement is about more than what you have saved, it’s about having the confidence and financial security to keep doing the things you love. Lincoln’s “The Action Plan” is a campaign designed to help Americans prepare for the future with educational resources, planning tools and insights that support a more secure retirement, so they can continue pursuing their passions and pastimes for years to come.

About Lincoln Financial

Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2025, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services. As of June 30, 2026, the company had $366 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, PA., Lincoln Financial is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

LCN-9079309-081726

Media Relations

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KEYWORDS: Pennsylvania United States North America

INDUSTRY KEYWORDS: Professional Services Insurance Finance Asset Management Banking Personal Finance

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Block’s Neighborhoods Adds 30,000 More Sellers as Square and Cash App Help Build Local Commerce Network

Block’s Neighborhoods Adds 30,000 More Sellers as Square and Cash App Help Build Local Commerce Network

More local businesses are turning everyday transactions into repeat business, with top Neighborhoods sellers seeing 110% more transactions from followers1

DISTRIBUTED-WORKFORCE/OAKLAND, Calif.–(BUSINESS WIRE)–
Block, Inc. (NYSE: XYZ) today announced that Neighborhoods, the experience that connects Square sellers with Cash App customers to drive discovery, repeat visits, and local growth, has added 30,000 more sellers to the network, up nearly 10x from June. The expansion marks a new phase for Neighborhoods as Square and Cash App scale a local commerce network for both sellers and customers.

Built into their existing Square Point of Sale, Neighborhoods gives local businesses a new way to earn repeat visits. Customers can earn Local Cash2 equal to 10% of their order subtotal, up to $10 per order, on qualifying purchases with participating Neighborhoods sellers, then redeem it on a future visit. Cash App funds Local Cash during an initial period,3 giving sellers a no-cost way to reward customers and encourage repeat visits. Participating sellers appear on the map in the Neighborhoods tab in Cash App, where customers can discover and follow the businesses they love.

“Neighborhoods helps local businesses get discovered by new customers and then turn that first visit into a lasting relationship,” said Owen Jennings, Executive Officer and Head of Business, Block. “We’re seeing a business’s most loyal customers come back more often and spend more, which creates the repeat behavior that helps local businesses grow and thrive.”

Once a customer follows a business on Neighborhoods, the seller can reach them directly with marketing campaigns in Cash App, designed to bring followers back. New customers who follow a participating business and make a qualifying purchase may also receive a Cash App-funded first-time $5 Local Cash bonus.4

A model built to scale

Square has made Neighborhoods available to more eligible sellers through their existing Square Point of Sale. As of June 2026, Neighborhoods had scaled to sellers that represent a total of $1 billion in annualized gross payment volume (GPV), up more than 220% from March 2026.5

In June 2026, Neighborhoods became available on additional Square hardware, including Square Terminal, more than doubling the number of eligible sellers. Spend from followers reached 10% of seller GPV on average after three quarters on Neighborhoods, making them among the highest-value customers a seller can build.⁵

“We want to sell more coffee, build more regulars, and give people more reasons to come back – and Neighborhoods helps us do just that. Because it’s integrated with Square and Cash App, the experience feels seamless for our team and our customers, from updating menu availability in real time to letting customers order ahead and redeem Local Cash in store. We’ve seen it become part of people’s daily routines, including a longtime customer and dad on the go who uses it almost every day to order ahead before work,” said Hayden Swiderski, Applications Order Manager at Night Swim Coffee in Charlotte, North Carolina.

“Our vision at Keva Juice has always been to create an uplifting experience that gives customers a reason to return. Neighborhoods builds on that by connecting local businesses through one experience, instead of asking customers to keep up with another standalone app or isolated loyalty program. With Square and Cash App built in together, the technology does more of the work for us, so our team can stay focused on serving customers and creating the experience that keeps them coming back,” said Gary Thomas, owner and CEO of Keva Juice with locations across Nevada and Colorado.

What’s next

Block is ramping auto-enablement across the country and testing new ways to build density in local markets, including pairing seller activation with dedicated account management. The company is also focused on increasing awareness of Neighborhoods among Square sellers’ employees.

To learn more about Neighborhoods, visit squareup.com/us/en/neighborhoods.

About Block

Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. Tidal is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone. Block.xyz.

Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). See cash.app for more details.

1 Based on 26,260 enrolled customer–seller pairs and 162,404 comparison pairs at the 44 highest-adoption Neighborhoods sellers based on the top 10%, measured since 1/28/26 with at least 90 days of history per customer. Sellers were selected by share of transactions involving Local Cash. Enrollment is customer-initiated; differences reflect observed behavior, not a measured effect of the program.

2 Local Cash is for promotional purposes only and has no cash value. Terms and restrictions apply.

3 Cash App currently funds the cost of Local Cash rewards for the first 12 months. Not transferable or redeemable for cash. Offers and program terms subject to change. Additional terms apply.

4 Local Cash welcome bonus limited to one per customer, available for a limited time, when a customer makes a qualifying purchase and follows their first Neighborhoods seller. Valid Cash App account required. Local Cash offers may vary and are subject to change.

5 Block, Inc. Q2 2026 results

Media Contact

[email protected]

KEYWORDS: California United States North America

INDUSTRY KEYWORDS: Software Technology Payments Apps/Applications

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Axos Financial, Inc. Announces Dual Listing on NYSE Texas

Axos Financial, Inc. Announces Dual Listing on NYSE Texas

LAS VEGAS–(BUSINESS WIRE)–
Axos Financial, Inc. (NYSE: AX) (“Axos” or the “Company”), holding company for Axos Bank, Axos Clearing LLC, and Axos Invest, Inc., announced today a dual listing of its common stock on NYSE Texas, the fully electronic equities exchange headquartered in Dallas, Texas.

“We are proud to partner with NYSE Texas because their innovative and business-friendly mindset aligns with our core values,” said Greg Garrabrants, President and Chief Executive Officer of Axos Financial, Inc. “This dual listing enhances our visibility among investors and strengthens our connection with Texas where we have deep relationships with clients, business partners, and communities.”

“We are pleased to welcome Axos Financial, a leading nationwide provider of consumer and business banking products, to NYSE Texas as it grows its footprint here in Texas,” said Bryan Daniel, NYSE Texas President.

About Axos Financial, Inc. and Subsidiaries

Axos Financial, Inc., with approximately $30.0 billion in consolidated assets as of June 30, 2026, is the holding company for Axos Bank, Axos Clearing LLC and Axos Invest, Inc. Axos Bank provides consumer and business banking products nationwide through its low-cost distribution channels and affinity partners. Axos Clearing LLC (including its business division Axos Advisor Services), with approximately $47.8 billion of assets under custody and/or administration as of June 30, 2026, and Axos Invest, Inc., provide comprehensive securities clearing services to introducing broker-dealers and registered investment advisor correspondents, and digital investment advisory services to retail investors, respectively. Axos Financial, Inc.’s common stock is listed on the NYSE under the symbol “AX” and is a component of the Russell 2000® Index and the S&P SmallCap 600® Index, among other indices. For more information on Axos Financial, Inc., please visit http://investors.axosfinancial.com.

Forward-Looking Safe Harbor Statement

This press release contains forward-looking statements that involve risks and uncertainties, including without limitation statements relating to Axos’ financial prospects and other projections of its performance. These forward-looking statements are made on the basis of the views and assumptions of management regarding future events and performance as of the date of this press release. Actual results and the timing of events could differ materially from those expressed or implied in such forward-looking statements as a result of risks and uncertainties, including without limitation Axos’ ability to successfully integrate acquisitions and realize the anticipated benefits of the transactions, changes in the interest rate environment, monetary policy, inflation, tariffs, government regulation, general economic conditions, changes in the competitive marketplace, conditions in the real estate markets in which we operate, risks associated with credit quality, our ability to attract and retain deposits and access other sources of liquidity, and the outcome and effects of litigation and other factors beyond our control. These and other risks and uncertainties detailed in Axos’ periodic reports filed with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the fiscal year ended June 30, 2026, could cause actual results to differ materially from those expressed or implied in any forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Axos undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. All written and oral forward-looking statements made in connection with this press release, which are attributable to us or persons acting on Axos’ behalf are expressly qualified in their entirety by the foregoing information.

Johnny Lai, CFA

SVP, Corporate Development and Investor Relations

Axos Financial, Inc.

Phone: 1-858-649-2218

Email: [email protected]

KEYWORDS: Texas Nevada United States North America

INDUSTRY KEYWORDS: Banking Professional Services Finance

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Dow Jones Debuts ‘Dow Jones Energy’ to Provide Essential Market Intelligence for a Transforming Global Landscape

Dow Jones Debuts ‘Dow Jones Energy’ to Provide Essential Market Intelligence for a Transforming Global Landscape

Specialist authorities including OPIS, Chemical Market Analytics, McCloskey, Axxis, PetroChem Wire, Eco-Movement and A2i come together under a unified business identity to deliver energy intelligence across interconnected markets

NEW YORK–(BUSINESS WIRE)–Dow Jones today unified its energy intelligence capabilities under Dow Jones Energy, bringing together trusted price reporting from OPIS and other specialist businesses, alongside proprietary data, market insights, news, research and events.

The launch connects the specialized capabilities of trusted, world-renowned heritage brands—including OPIS, Chemical Market Analytics (CMA), McCloskey, Axxis, PetroChem Wire, Eco-Movement and A2i—making it easier for customers to discover, access and benefit from the full breadth of Dow Jones’s energy solutions. The global energy landscape is undergoing a significant transformation. Surging demand, supply chain volatility and a drive for resource diversification have introduced unprecedented complexity. As traditional industry silos become increasingly connected, leaders require broader context to navigate changing market dynamics. Dow Jones Energy addresses this need by synthesizing localized expertise with cross-market insight—delivering the holistic intelligence required to make confident decisions in a volatile environment.

“Bringing together our heritage brands allows us to do something truly unique for our clients,” said Sarah Cottle, Executive Vice President and General Manager of Dow Jones Energy. “By combining our deep proprietary data with world-class human expertise, Dow Jones Energy serves as the premier partner across interconnected markets—giving energy professionals the cross-market clarity they need to spot opportunities, manage risk and act with conviction.”

Dow Jones Energy provides comprehensive intelligence across the energy value chain—spanning oil, natural gas, refined and renewable fuels, petrochemical feedstocks, coal and electric vehicle (EV) infrastructure. Core pricing methodologies and benchmarks from trusted entities—including OPIS, Chemical Market Analytics, PetroChem Wire and McCloskey—remain foundational to this offering, with these heritage brands continuing as the explicitly attributed sources for all price assessments, methodologies and benchmarks.

To learn more about Dow Jones Energy, visit here: dowjones.com/energy-markets/.

About Dow Jones

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and live events. Dow Jones has produced unrivaled quality content for more than 130 years and today has one of the world’s largest news-gathering operations globally. It is home to leading publications and products including the flagship Wall Street Journal, America’s largest newspaper by paid circulation; Barron’s, MarketWatch, Mansion Global, Financial News, Investor’s Business Daily, Factiva, Dow Jones Risk & Compliance, Dow Jones Newswires, OPIS and Chemical Market Analytics. Dow Jones is a division of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV).

Media Contact:
Kamilla Rahman
[email protected]

KEYWORDS: New York United States North America

INDUSTRY KEYWORDS: Oil/Gas Chemicals/Plastics Coal Alternative Energy Energy Manufacturing Alternative Vehicles/Fuels Publishing Communications EV/Electric Vehicles Professional Services Media Automotive Other Energy Data Analytics Utilities

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New Ciena Research: Service Providers Expect High-Capacity AI Services and MOFN to Fuel Revenue Growth, But Network Upgrades are Needed

New Ciena Research: Service Providers Expect High-Capacity AI Services and MOFN to Fuel Revenue Growth, But Network Upgrades are Needed

  • Majority (90%1) of service providers expect high-capacity AI-driven network service to be a primary driver of revenue growth
  • 88%2 of survey respondents had a strong sense of urgency on the need for optical network upgrades to support the demands of premium enterprise AI-driven connectivity services
  • 60% expect physical AI ecosystems to account for more than 15% of their total enterprise AI revenue within five years

FULTON, Md.–(BUSINESS WIRE)–
A recent Ciena survey of service providers underscores the revenue potential of AI-driven networking. Ninety percent1 of respondents expect high-capacity AI network services – connectivity to AI infrastructure required by enterprises, hyperscalers, and neoscalers – to drive revenue growth over the next three to five years, with 56% citing them as their primary source of net-new revenue. Confidence is equally strong in managed optical fiber network (MOFN) services, with 96%3 expecting them to generate revenue from connecting distributed AI compute clusters over the next three years, and 51% identifying MOFN as their primary vehicle for delivering data center interconnect (DCI) services.

However, as service providers pursue new AI-driven revenue opportunities, the majority (88%2) of survey respondents had a strong sense of urgency on the need for optical network upgrades to support the demands of premium enterprise AI service level agreements (SLAs). Additionally:

  • Nearly half (48%) believe those upgrades are critical, and 39% said they are needed within the next 12-18 months.

  • Only 11% believe routine upgrades will be sufficient to meet the demand.

  • Advanced network automation, including agentic AI, is seen as essential (96%4 surveyed agree) to capitalize on AI-driven opportunities.

The Ciena survey, conducted in collaboration with Censuswide questioned more than 1,200 telecom, wholesale, and regional service provider experts across 12 countries and found that service providers see multiple emerging opportunities to expand AI-related revenue streams:

  • AI Inference: Nearly half (49%) of those surveyed believe growth in AI inference data centers will create new revenue opportunities by increasing demand for data center interconnect (DCI) services.
  • GPU-as-a-Service: Service providers see significant opportunities to capture GPU-as-a-service revenue, with 94%5 viewing strategic partnerships with cloud and neocloud providers as essential to success. Among those surveyed, 44% plan to adopt revenue-sharing models as their primary go-to-market strategy.
  • Connecting AI in day-to-day life: The growing use of AI in everyday life is presenting additional revenue opportunities for service providers. Almost all respondents (95%1) believe immersive and AI-driven entertainment will contribute to new revenue streams in the next three years. Nearly one-third (29%) named AI wearables and personal devices, including smart glasses and health trackers, as the leading consumer hardware category expected to drive premium service revenue.
  • The network edge: 39% of service providers surveyed believe services hosted at the network edge, such as edge compute, GPUaaS and localized AI inference, will drive more than 20% of enterprise revenue over the next three years, while 88% expect it to drive at least 10%.
  • Physical AI: Nearly two-thirds (60%) of respondents expect physical AI ecosystems, including industrial robotics and remote-control systems, to account for more than 15% of their total enterprise AI revenue within five years.

Beyond revenue opportunities, the survey highlights how AI is reshaping service provider priorities, from network performance and cloud connectivity to security and new service delivery models. Additional findings include:

  • The race for reliability, not just bandwidth: AI workloads are increasingly critical to business processes and the networks supporting them must be capable of delivering high-performance connectivity consistently to keep applications running satisfactorily. 35% of service providers identify network consistency – including guaranteed performance stability and low jitter – as the top opportunity for monetization through premium service offerings.
  • The rise of scale-across AI infrastructure: As power constraints limit data center expansion on a single campus, hyperscalers are scaling compute capacity across distributed locations. These facilities need to be tightly integrated requiring ultra-high-speed synchronous communications. In the case of distributed synchronous training of large frontier models, these connections can reach tens of petabits-per-second, requiring up to hundreds of fiber pairs lit in parallel at full capacity. 95%6 of the respondents see hyperscaler scale-across demand as a substantial contributor for wholesale revenue growth.
  • Revenue drivers for multi-cloud enterprise environments: Service providers are shifting toward dynamic connectivity models as their main revenue drivers. Multi-cloud connectivity management (56%) and consumption-based bandwidth services (50%) rank highest, outpacing traditional fixed-capacity services (38%). Additionally, 47% expect enterprises moving large datasets between cloud environments for AI processing to drive demand for high-capacity, flexible cloud connectivity.
  • Quantum-safe encryption is critical: Secure networking remains top of mind with quantum-safe technology emerging as a key focus for service providers preparing their networks for AI-driven demand. More than half of respondents (51%) stated that they have already launched or expect to launch commercial quantum-safe encryption services, including QKD-protected links and/or PQC-ready managed security, within 12 months. Another 48%7 are in the early stages of development or evaluation, underscoring the importance of preparing for quantum computer threats. Additionally, ‘advanced physical and cyber security’ capabilities were cited as the leading commercial driver of sovereign network infrastructure.

“The survey findings show that service providers are approaching AI with both optimism and urgency,” said Brodie Gage, Chief Product and Technology Officer, Ciena. “Service providers see significant opportunities around AI inference, GPU-as-a-Service, high-capacity network services, and quantum-safe encryption, while recognizing that many existing networks must evolve to meet new performance demands. The message is clear: AI is creating new sources of revenue, and success will depend on having the network foundation to support them.”

Methodology

The research was conducted by Censuswide, among a sample of 1,200 Telecommunications Providers, Wholesale Fiber Network Operators, and Regional Service Providers. The survey was conducted across 12 countries: USA, Canada, Brazil, Mexico, UK, UAE, Kingdom of Saudi Arabia, Australia, India, Vietnam, Indonesia and Singapore (100 respondents per market). The data was conducted between July 13 and July 23, 2026. Censuswide is a member of the Market Research Society (MRS) and the British Polling Council (BPC), a signatory of the Global Data Quality Pledge, and adheres to the MRS Code of Conduct and ESOMAR principles.

About Ciena

Ciena is the global leader in high-speed connectivity. We build the world’s most advanced networks to support exponential growth in bandwidth demand. By harnessing the power of our networking systems, interconnects, automation software, and services, Ciena revolutionizes data transmission and network management. With unparalleled expertise and innovation, we empower our customers, partners, and communities to thrive in the AI era. For updates on Ciena, follow us on LinkedIn or visit the Ciena website.

Note to Ciena Investors

You are encouraged to review the Investors section of our website, where we routinely post press releases, SEC filings, recent news, financial results, and other announcements. From time to time we exclusively post material information to this website along with other disclosure channels that we use. This press release contains certain forward-looking statements that are based on our current expectations, forecasts, information and assumptions. These statements involve inherent risks and uncertainties. Actual results or outcomes may differ materially from those stated or implied, because of risks and uncertainties, including those detailed in our most recent annual and quarterly reports filed with the SEC. Forward-looking statements include statements regarding our expectations, beliefs, intentions or strategies and can be identified by words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “should,” “will,” and “would” or similar words. Ciena assumes no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise.

____________________

1 “Strongly agree” and “Somewhat agree” answers combined.

2 “Critical urgency” and “High urgency” answers combined.

3 “Significant contributor” and “Moderate contributor” answers combined.

4 “Absolutely critical” and “Important” answers combined.

5 “Heavily reliant” and “Moderately reliant” answers combined.

6 “Very substantially” and “Moderately substantially” answers combined.

7 “Early development” and “Early exploration” answers combined.

 

Press Contact:

Jamie Moody

Ciena Corporation

+1 (410) 694-5761

[email protected]

Investor Contact:

Gregg Lampf

Ciena Corporation

+1 (410) 694-5700

[email protected]

KEYWORDS: Maryland United States North America

INDUSTRY KEYWORDS: Technology Telecommunications Software Networks Internet Hardware

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First American Exchange Company Launches The 1031 Brief™ Podcast to Help Real Estate Investors and Advisors Better Understand 1031 Exchange Planning

First American Exchange Company Launches The 1031 Brief™ Podcast to Help Real Estate Investors and Advisors Better Understand 1031 Exchange Planning

—Hosted by Divisional Counsel Ashley Stefan, the podcast series delivers practical, educational conversations on 1031 exchanges, market trends and investment planning—

SANTA ANA, Calif.–(BUSINESS WIRE)–First American Exchange Company, a Qualified Intermediary providing a comprehensive suite of 1031 exchange services and a subsidiary of First American Title Insurance Company, today announced the launch of The 1031 Brief™podcast. Hosted by Ashley Stefan, divisional counsel for First American Exchange Company and a leading voice in the 1031 exchange industry, The 1031 Brief delivers clear, practical conversations that simplify 1031 exchange concepts, planning considerations, market dynamics and common transaction challenges for real estate investors and the professionals who advise them.

Published monthly, the podcast is designed to make complex topics more approachable and actionable for real estate investors and the professionals who advise them, including brokers, CPAs, attorneys, registered investment advisors, title and escrow professionals, and anyone interested in investment real estate. By helping listeners build a stronger understanding of the 1031 exchange process before a sale is underway, The 1031 Brief aims to support earlier conversations between investors and their tax, legal and financial advisors—well before critical transaction deadlines begin.

“A successful 1031 exchange often begins long before a property goes on the market. The earlier investors understand their options, the more flexibility they’ll have when important decisions arise,” said Stefan. “This podcast is designed to help listeners understand the questions they should ask and the steps they can take earlier in the process, so they’re better prepared to work with their tax and legal advisors on important real estate decisions.”

Launching with a focus on 1031 exchange basics, the podcast explores topics such as what a 1031 exchange is, what “like-kind” means in the context of investment real estate, and how evolving market conditions can influence exchange planning. Future episodes will feature practical planning discussions, expert interviews and insights intended to help both investors and their advisors better navigate real-world exchange scenarios.

Stream The 1031 Brief podcast on major podcast platforms, the First American Exchange Company website, www.firstexchange.com, or YouTube.

Launch episodes of The 1031 Brief podcast include:

Disclaimer

The 1031 Brief is intended solely for educational purposes and does not constitute legal, tax, financial or investment advice. Listeners should consult their own tax advisors and legal counsel regarding their individual circumstances.

About The 1031 Brief™

The 1031 Brief is a monthly educational podcast from First American Exchange Company exploring the people, market trends and planning strategies shaping today’s 1031 exchange landscape. Hosted by Divisional Counsel Ashley Stefan, each episode features practical conversations with experienced professionals designed to help investors and their advisors make more informed real estate decisions.

About First American Exchange Company

First American Exchange Company is a Qualified Intermediary and a subsidiary of First American Title Insurance Company, providing a comprehensive suite of 1031 exchange services for investors seeking tax-deferred exchanges under Section 1031 of the Internal Revenue Code. Through experienced professionals, educational resources and responsive service, the company helps investors and their advisors successfully navigate exchange transactions from planning through completion.

About First American Title Insurance Company

First American Title Insurance Company, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for real estate purchases, construction, refinances and equity loans. For more information, visit www.firstam.com/title.

About First American

First American Financial Corporation (NYSE: FAF) is a premier provider of title, settlement, and risk solutions for real estate transactions. With its combination of financial strength and stability built over more than 135 years, innovative proprietary technologies, and unmatched data assets, the company is leading the digital transformation of its industry. First American also provides data products to the title industry and other third parties; valuation products and services; mortgage subservicing; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.5 billion in 2025, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2026, First American was named one of the 100 Best Companies to Work For by Great Place to Work® and Fortune Magazine for the eleventh consecutive year. More information about the company can be found at www.firstam.com.

Media Contact:
Marcus Ginnaty

Corporate Communications

First American Financial Corporation

(714) 250-3298

Investor Contact:
Craig Barberio

Investor Relations

First American Financial Corporation

(714) 250-5214

First American Exchange Company:
Nicole Stenclik, [email protected]

KEYWORDS: California United States North America

INDUSTRY KEYWORDS: Legal Insurance Construction & Property Finance Entertainment Consulting REIT Professional Services Podcast

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Bluefin Collaborates with Visa to Deliver Unified Card-Present Acceptance Through Visa Acceptance Solutions

Bluefin Collaborates with Visa to Deliver Unified Card-Present Acceptance Through Visa Acceptance Solutions

New offering combines Bluefin’s card-present security infrastructure, including its PCI-validated P2PE solution, with Visa Acceptance Solutions to simplify secure in-person payment acceptance through a single integrated solution.

ATLANTA–(BUSINESS WIRE)–
Bluefin, the global leader in payment and data security infrastructure for integrated and orchestrated commerce, and Visa (NYSE: V), a world leader in digital payments, today announced a new card-present acceptance offering that combines Bluefin’s PCI-validated P2PE solution with Visa Acceptance Solutions.

The new offering provides merchants, software providers, and enterprise organizations with a unified approach to secure in-person payment acceptance, bringing together Visa’s global payment capabilities with Bluefin’s industry-leading card-present security infrastructure through a single integrated solution.

The Bluefin and Visa Acceptance Solutions collaboration is designed to address this shift by combining payment acceptance, PCI-validated security, tokenization, device lifecycle management, and enterprise payment infrastructure into a cohesive solution. Bluefin provides its PCI-validated P2PE solution, secure decryption services, certified payment application, terminal integration, and P2PE Manager®, while Visa Acceptance Solutions delivers payment processing, tokenization, and global payment services through a unified architecture.

The offering has launched with selected certified Ingenico Lane series devices and is designed to simplify secure deployment across retail, hospitality, petroleum, healthcare, higher education, and other enterprise environments, while providing an architecture capable of expanding to additional certified device ecosystems. Organizations benefit from simplified deployment, centralized device management, developer APIs and SDKs, and reduced PCI compliance scope through Bluefin’s PCI-validated P2PE solution.

“Enterprise organizations are no longer looking for individual payment technologies – they’re looking for infrastructure that enables secure commerce across every channel,” said Ruston Miles, Founder and Chief Strategy Officer of Bluefin. “Our collaboration with Visa Acceptance Solutions reflects a shared vision that secure payment acceptance should be delivered as an integrated platform rather than a collection of independent components. By combining Visa Acceptance Solutions with Bluefin’s card-present security infrastructure, we’re helping organizations simplify deployment, reduce complexity, and build a stronger foundation for the future of enterprise commerce.”

The Bluefin and Visa Acceptance Solutions collaboration brings together payment acceptance, PCI-validated P2PE, tokenization, device management, and payment processing through a single solution. Organizations can deploy secure in-person payment acceptance without having to integrate multiple payment, security, and device management technologies independently. The offering is available to merchants and software providers through Visa Acceptance Solutions and Visa’s global sales and partner channels, providing organizations with a streamlined path to deploy secure, enterprise-grade card-present acceptance.

About Bluefin

Bluefin is a global leader in enterprise payment and data security infrastructure, helping organizations securely connect payment systems, applications, processors, and devices through a vendor-agnostic platform. Combining PCI-validated point-to-point encryption (P2PE), vaultless tokenization, orchestration, and centralized management, Bluefin enables enterprises to reduce PCI scope, simplify compliance, and securely orchestrate payments across complex environments. With more than 300 partners, 40,000 businesses, and over $350 billion in protected transactions annually, Bluefin provides the trusted infrastructure that connects modern payment ecosystems. Learn more at www.bluefin.com.

Walker Sands

[email protected]

KEYWORDS: Georgia United States North America

INDUSTRY KEYWORDS: Professional Services Payments Security Technology Finance Software

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As AI Scales Across Enterprises, Breaking Points Emerge

As AI Scales Across Enterprises, Breaking Points Emerge

New research shows SRE and platform engineering teams are increasingly responsible for making AI trustworthy, scalable, and reliable

BOSTON–(BUSINESS WIRE)–Dynatrace (NYSE: DT), the leading AI-powered observability platform, today released findings from The State of SRE and Platform Engineering 2026, a study examining how enterprises are orchestrating observability, automation, and AI to scale site reliability engineering (SRE) and platform engineering in large enterprises. The global survey of 919 IT leaders concludes that rapid AI adoption and the unique ways AI workloads operate is redefining the scope and structure of what these teams must deliver. This shift is forcing organizations to rethink how they manage scale, automation, and control.

The findings demonstrate how SRE and platform engineering teams are at the forefront of integrating new benchmarks, tooling, and capabilities for AI workloads into their reliability and development environments. Gartner® projects that by 2028, 80% of enterprises will adopt SRE practices across their organizations, up from just 30% in 2024. Backed by executive support and shared ownership, these teams now carry growing accountability for the success or failure of AI initiatives, as organizations depend on them to evolve platforms, tooling, and standards.

Closing the Gap Between AI Development and AI Operations

These findings point to why Dynatrace recently announced its intent to acquire Arize. With 67% of SREs now naming AI model monitoring their top use case, and monitoring for model performance and accuracy already the most common AI-powered capability among SREs (58%), the demand for AI evaluation is outpacing the tools built to handle it. Yet AI is falling short on cost reduction and MTTR, and more than a third of platform engineers cite tool integration as their biggest barrier.

The Arize acquisition will help address this need directly: bringing AI-native evaluation into the observability platform itself, so teams building AI models and teams operating them in production are working from the same data instead of stitching together separate systems.

Why scale is the next big challenge for enterprises

The study demonstrates that SRE and platform engineering are now firmly established across large enterprises:

  • For SREs: 92% of organizations report executive leadership support for SRE initiatives

  • For platform engineers: 89% of organizations practicing platform engineering have implemented an internal developer platform (IDP), with 60% reporting broad adoption across departments

  • For both roles: 73% of SRE and platform engineering teams now collaborate and share responsibilities across reliability and platform domains

Together, these findings demonstrate how enterprises have invested deeply in reliability, automation, and developer productivity, and SRE and platform engineering teams are now expected to apply that foundation to the next phase of digital transformation. AI workloads are increasingly part of production infrastructure, but rising complexity, new telemetry, and novel ways of failing are placing increased demands on observability.

AI raises the bar for reliability and oversight

According to the study, agentic AI is driving new priorities and challenges:

  • For SREs: 89% use service-level objectives (SLOs) across at least some teams or systems. 67% say monitoring AI models are now their top use case.

  • For platform engineers: 55% prioritize enabling developers with AI-powered tools such as coding copilots and chatbots.

While AI technologies are generally meeting expectations for improving reliability and developer productivity, they are delivering less impact than expected in lowering costs and reducing mean time to resolution (MTTR). This gap highlights the need for greater system-level intelligence and workflow orchestration than simply adding AI tools to existing environments. Nearly half of SRE respondents stated that too many data sources and metrics hinder their ability to define and manage effective SLOs.

Notably, teams are intentionally prioritizing visibility and human oversight before expanding automation, and monitoring AI systems for model performance and accuracy is SREs’ most common AI-powered capability (58%).

Observability is emerging as the control plane for AI-driven operations

As enterprises push toward greater automation and AI-assisted operations, observability is becoming foundational to AI governance, reliability, and optimization across SRE and platform engineering. However, integration, complexity and fragmented data are emerging as major barriers to progress:

  • More than a third (37%) of platform engineers report that integrating with existing tools and systems is their top challenge.

  • Only 40% of platform engineers report embedding observability across all deployment stages.

Half of SREs now use AI‑powered capabilities for automated incident response, signaling a shift toward agentic operations where observability must act as the control plane that governs when and how autonomous actions are taken.

“SRE and platform engineering laid the groundwork for modern digital reliability, but AI is rewriting the rules. Enterprises need to now move from managing systems to orchestrating them, connecting observability, automation, and agentic AI to operate at the speed these initiatives demand, turning insight into action at scale,” said Steve Tack, Chief Product Officer at Dynatrace. “This research also reflects why we recently announced our intent to acquire Arize. AI engineering teams have been evaluating in one set of tools while operations teams monitor in another, and that gap is no longer sustainable as AI moves deeper into enterprise production.”

Download The State of SRE and Platform Engineering 2026: How enterprises are orchestrating observability, automation and AI to scale reliability report here.

Resources:

FAQ

What does The State of SRE and Platform Engineering 2026 research cover, and who did you survey?

The State of SRE and Platform Engineering 2026 is a global Dynatrace research report based on a survey of 919 senior IT leaders, decision makers, managers, and supervisors involved in site reliability engineering, platform engineering, or IT operations at enterprises with annual revenues of $500 million or more. The report examines how organizations are orchestrating observability, automation, and AI to scale SRE and platform engineering practices as AI workloads move into production.

How is AI changing what SRE and platform engineering teams are responsible for?

AI is expanding the scope of both disciplines beyond their original mandates. For SREs, monitoring AI models for performance and drift is now the top use case, surpassing incident response and SLO management. For platform engineers, AI tools require provisioning and governance frameworks that existing platforms weren’t built to support. In both cases, accountability for AI outcomes is outpacing the operational frameworks teams have to manage it.

Why are SRE and platform engineering teams becoming more important as AI scales?

As AI workloads move further into production environments, SRE and platform engineering teams are increasingly responsible for the reliability, scalability, and trustworthiness of those systems. The report found that rapid AI adoption is redefining what these teams must deliver, forcing organizations to rethink how they manage scale, automation, and control.

What are the key findings from the report?

The research shows that SRE and platform engineering practices are now firmly established across large enterprises, with 92% of organizations reporting executive leadership support for SRE initiatives, 89% of organizations practicing platform engineering having implemented an internal developer platform, and 73% of SRE and platform engineering teams collaborating and sharing responsibilities across reliability and platform domains.

Why does this report cover SRE and platform engineering together rather than separately?

Both disciplines are being reshaped by the same AI forces simultaneously, but in distinct ways. SREs own production reliability; platform engineers build the platforms developers depend on. Studying them together reveals how AI is stress-testing the entire operational stack, from platform to production, in ways a single-discipline study would miss. Seventy-three percent of these teams already collaborate and share responsibilities.

What new failure modes are AI introducing, and what capabilities do SRE and platform engineering teams need to address them?

AI systems fail differently than traditional software: model drift, inconsistent outputs, rising inference costs, and data security risks don’t surface through conventional infrastructure metrics, requiring new instrumentation, governance, and observability capabilities. This helps explain why 67% of SREs and 63% of platform engineers prioritize AI capabilities as the most important observability capability.

Methodology

This report is based on a global survey of 919 senior leaders, decision makers, managers, and supervisors, directly involved in or responsible for site reliability engineering, platform engineering, or IT operations in enterprises with annual revenues of $500 million or more. It was conducted and analyzed by Qualtrics partner Y2 on behalf of Dynatrace between October 2025 and January 2026. Respondents represented organizations across the Americas, EMEA, and Asia-Pacific.

About Dynatrace

Dynatrace is advancing observability for today’s digital businesses, helping to transform the complexity of modern digital ecosystems into powerful business assets. By leveraging AI-powered insights, Dynatrace enables organizations to analyze, automate, and innovate faster to drive their business forward. To learn more about how Dynatrace can help your business, visit www.dynatrace.com, visit our blog and follow us on LinkedIn and X @dynatrace.

Curious to see how you can simplify your cloud and maximize the impact of your digital teams? Let us show you. Sign up for a 15-day Dynatrace trial.

Dynatrace and the Dynatrace logo are trademarks of the Dynatrace, Inc. group of companies. All other trademarks are the property of their respective owners. © 2026 Dynatrace LLC.

Cautionary Language Concerning Forward-Looking Statements

This press release includes certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected benefits of the proposed Arize acquisition, capabilities expected to be available to organizations from using Dynatrace and Arize following the closing of the proposed acquisition, and the expected future benefits to organizations from using Dynatrace and Arize following the closing of the proposed acquisition. These forward-looking statements include all statements that are not historical facts and statements identified by words such as “will,” “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” and words of similar meaning. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies, and prospects, which are based on the information currently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations, strategies, and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations, or strategies will be attained or achieved. Actual results may differ materially from those described in the forward-looking statements and will be affected by a variety of risks and factors that are beyond our control, including our ability to successfully complete the Arize acquisition and integrate the newly acquired business and offerings, the risks set forth under the caption “Risk Factors” in our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, and our other SEC filings. We assume no obligation to update any forward-looking statements contained in this document because of new information, future events, or otherwise.

Media Relations:

Dynatrace PR Team

[email protected]

KEYWORDS: Massachusetts United States North America

INDUSTRY KEYWORDS: Data Management Security Technology Other Technology Software Artificial Intelligence

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Regions Financial Corp. to Participate in Barclays’ 24th Annual Global Financial Services Conference

Regions Financial Corp. to Participate in Barclays’ 24th Annual Global Financial Services Conference

Comments will be accessible via a live webcast.

BIRMINGHAM, Ala.–(BUSINESS WIRE)–Regions Financial Corp. (NYSE:RF) on Tuesday announced the company is scheduled to participate in Barclays’ 24th Annual Global Financial Services Conference.

Regions leadership will take part in a fireside chat-style discussion with the conference moderator beginning at approximately 9 a.m. ET on Tuesday, Sept. 15, 2026. The discussion can be live-streamed in a listen-only format. To access the discussion, visit Regions’ Investor Relations page at ir.regions.com.

A replay will also be made available on the Investor Relations page following the event.

About Regions Financial Corporation

Regions Financial Corporation (NYSE:RF), with $161 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates more than 1,200 banking offices and more than 1,750 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

Media Contact:

Jeremy D. King

205-264-4551

Regions News Online: regions.doingmoretoday.com

Investor Relations Contact:

Chris Best

205-264-7040

KEYWORDS: Alabama United States North America

INDUSTRY KEYWORDS: Banking Professional Services Finance

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ICE First Look at Mortgage Performance: Mortgage Delinquencies Ease in July as Both New Defaults and Cure Activity Improve

ICE First Look at Mortgage Performance: Mortgage Delinquencies Ease in July as Both New Defaults and Cure Activity Improve

ATLANTA & NEW YORK–(BUSINESS WIRE)–
Intercontinental Exchange, Inc. (NYSE: ICE), one of the world’s leading providers of financial market technology and data powering global capital markets, today released the July 2026 ICE First Look at mortgage delinquency, foreclosure and prepayment trends.

“July’s data provided another indication that mortgage performance may be finding firmer footing beneath the surface,” said Andy Walden, Head of Mortgage and Housing Market Research for ICE. “While the national delinquency rate and serious delinquency inventory declined, the more telling trend is that new default activity has eased from last year’s levels in four of the past five months and cure activity is improving.”

Key findings from July 2026 include:

  • Delinquency rate fell across all stages: The national delinquency rate fell 16 bps in July, with improvement seen at every delinquency stage. The rate remains 12 bps above last year but sits 46 bps below its July 2019 pre-pandemic benchmark.
  • Serious delinquencies declined for a fifth straight month: Loans 90-plus days past due but not in foreclosure are trending lower but remain 87,000 above July 2019 levels.
  • New default inflow has fallen annually in four of the past five months: 102,000 borrowers became 90-plus days delinquent in July, down 4% year over year. FHA loans led the decline with 13% fewer new defaults than a year ago.
  • Cures rose to a nine-month high: Cures from serious (90-plus day) delinquency rose 7% to 64,100, the strongest month since October 2025. Total cures across all stages climbed 12% to 464,000, the highest since March.
  • Foreclosure activity increased: Foreclosure starts hit 38,600, up 23% year over year. Active foreclosure inventory climbed 43% annually and completed foreclosure sales rose 14%, though volume remains at just 59% of pre-pandemic levels.
  • Prepayment speeds slowed for a fourth consecutive month: Single-month mortality (SMM) eased 2 bps to 0.74%, the lowest reading since January, as mortgage rates remained elevated through the back half of the buying season. July’s SMM remained 7 bps above year-ago levels.

“The stabilization we’re seeing in broad mortgage performance is encouraging, but the concentration of stress in FHA loans and rising foreclosure inventory means servicers can’t afford to lose visibility into their portfolios,” said Bob Hart, President of Mortgage Technology at ICE. “That’s why we built scalable, reliable solutions like ICE McDash and our Loss Mitigation platform: to give servicers the timely insight they need to identify at-risk borrowers early, execute workout strategies efficiently and stay ahead of evolving compliance and regulatory requirements.”

Data as of July 31, 2026

 

Total U.S. loan delinquency rate (loans 30 or more days past due, but not in foreclosure): 3.39%

Month-over-month change: -4.56%

Year-over-year change: 3.69%

 

Total U.S. foreclosure pre-sale inventory rate: 0.54%

Month-over-month change: 1.34%

Year-over-year change: 42.00%

 

Total U.S. foreclosure starts: 40,000

Month-over-month change: -8.28%

Year-over-year change: 22.84%

 

Monthly prepayment rate (SMM): 0.74%

Month-over-month change: -2.96%

Year-over-year change: 11.04%

 

Foreclosure sales: 7,900

Month-over-month change: 8.39%

Year-over-year change: 14.18%

 

Number of properties that are 30 or more days past due, but not in foreclosure: 1,875,000

Month-over-month change: -86,000

Year-over-year change: 81,000

 

Number of properties that are 90 or more days past due, but not in foreclosure: 563,000

Month-over-month change: -7,000

Year-over-year change: 97,000

 

Number of properties in foreclosure pre-sale inventory: 296,000

Month-over-month change: 4,000

Year-over-year change: 89,000

 

Number of properties that are 30 or more days past due or in foreclosure: 2,171,000

Month-over-month change: -82,000

Year-over-year change: 170,000

Top 5 States by Non-Current* Percentage

Louisiana:

8.20%

Mississippi:

8.13%

Alabama:

5.99%

Indiana:

5.99%

Arkansas:

5.57%

 

 

Bottom 5 States by Non-Current* Percentage

Oregon:

2.37%

California:

2.29%

Washington:

2.21%

Montana:

2.12%

Idaho:

1.93%

 

 

Top 5 States by 90+ Days Delinquent Percentage

Mississippi:

2.53%

Louisiana:

2.27%

Alabama:

1.83%

Indiana:

1.60%

Georgia:

1.60%

 

 

Top 5 States by 12-Month Change in Non-Current* Percentage

Wyoming:

-4.13%

New York:

-1.26%

Idaho:

-1.06%

South Dakota:

-0.78%

Montana:

0.30%

 

 

Bottom 5 States by 12-Month Change in Non-Current* Percentage

Hawaii:

28.89%

Colorado:

17.23%

Michigan:

16.41%

Kentucky:

15.45%

Indiana:

14.07%

*Non-current totals combine foreclosures and delinquencies as a percent of active loans in that state.
Notes:

1)

Totals are extrapolated based on ICE’s loan-level database of mortgage assets.

2)

All whole numbers are rounded to the nearest thousand, except foreclosure starts and sales, which are rounded to the nearest hundred.

The company will provide a more in-depth review of this data in its monthly Mortgage Monitor report, which includes an analysis of data supplemented by detailed charts and graphs that reflect trend and point-in-time observations. The Mortgage Monitor report will be available online at https://www.icemortgagetechnology.com/resources/data-reports.

For more information about gaining access to ICE’s loan-level database, please send an email to [email protected].

About Intercontinental Exchange

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE’s futures, equity, and options exchanges – including the New York Stock Exchange – and clearing houses help people invest, raise capital and manage risk. We offer some of the world’s largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities. At ICE Mortgage Technology, we are transforming U.S. housing finance, from initial consumer engagement through loan production, closing, registration and the long-term servicing relationship. Together, ICE transforms, streamlines and automates industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading “Key Information Documents (KIDS).”

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 – Statements in this press release regarding ICE’s business that are not historical facts are “forward-looking statements” that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE’s Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE’s Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the SEC on February 5, 2026.

Category: Mortgage Technology

ICE Media Contact

Johnna Szegda

[email protected]

+1 (404) 798-1155

ICE Investor Contact:

Steve Eagerton

[email protected]

+1 (904) 854-3683

[email protected]

KEYWORDS: New York Georgia United States North America

INDUSTRY KEYWORDS: Construction & Property Data Analytics Artificial Intelligence Professional Services Technology Other Construction & Property Other Technology Residential Building & Real Estate

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