November Sees Increase in Mortgage Delinquencies, Consistent with Historical Trends, Reports ICE Mortgage
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Source: SeekingAlpha
Mortgage Delinquency Rate: The national mortgage delinquency rate rose to 3.85% in November, the highest in over four years, with a significant increase in newly delinquent borrowers, totaling 609,000.
Foreclosure Trends: Foreclosure starts decreased by 32% month-over-month but increased by 25% year-over-year, while total foreclosure sales also saw a dip of 14% month-over-month and a rise of 25% year-over-year.
Prepayment Rate: The monthly prepayment rate fell to 0.83%, marking an 18% decrease from the previous month but a 31% increase compared to the same month last year.
Market Performance: The iShares Mortgage Real Estate Capped ETF (REM) dropped 1.6% in the past week but is up 5.0% year-to-date, while the VanEck Mortgage REIT Income ETF (MORT) increased by 2.1% in the past week and 3.3% year-to-date.
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Analyst Views on ICE
Wall Street analysts forecast ICE stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 151.490
Low
174.00
Averages
191.60
High
223.00
Current: 151.490
Low
174.00
Averages
191.60
High
223.00
About ICE
Intercontinental Exchange, Inc. provides financial technology and data services across major asset classes, helping its customers access workflow tools that increase transparency and efficiency. Its Exchanges segment operates regulated marketplace technology for the listing, trading and clearing of an array of derivatives contracts and financial securities as well as data and connectivity services related to its exchanges and clearing houses. Its Fixed Income and Data Services segment provides fixed income pricing, reference data, indices, analytics and execution services as well as global credit default swaps (CDS), clearing and multi-asset class data delivery technology. Its Mortgage Technology segment provides a technology platform that offers customers comprehensive, digital workflow tools that aim to address inefficiencies and mitigate risks that exist in the United States residential mortgage market life cycle, from application through closing, servicing and the secondary market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Nasdaq Rule Adjustment: Nasdaq has reduced the time for newly listed large-cap companies to enter its main index to 15 trading days from a previous requirement of at least three months, closely linked to SpaceX's plans to list on Nasdaq.
- SpaceX IPO Target: SpaceX aims to raise up to $75 billion through its IPO, with an expected valuation exceeding $2 trillion, drawing significant market attention due to the scale of its financing goal.
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See More
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- Regulatory Concerns: ICE and CME Group have raised alarms regarding the regulatory oversight of the crypto exchange Hyperliquid, expressing concerns that its contracts tied to real-world assets could pose risks to global oil price discovery and market manipulation, prompting regulators to tighten scrutiny in this area.
- Expansion of Perpetual Futures: Originally launched on crypto exchanges for speculating on digital token prices, perpetual futures have recently expanded into other asset classes, indicating a growing demand for diversified investment tools that could impact the structure of traditional futures markets.
- Coinbase New Offerings: Coinbase Global announced that its derivatives arm will launch the first perpetual-style equity index futures listed on a U.S.-regulated exchange starting June 8, with initial offerings including four thematic contracts tracking artificial intelligence, China, defense, and top Nasdaq companies, thereby enriching investor choices.
See More
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- Product Innovation: OKX plans to launch perpetual futures based on ICE's Brent and WTI crude benchmarks, expected to provide new trading opportunities for over 120 million global customers, marking a significant advancement in regulated access to global commodity markets through digital asset infrastructure.
- Market Demand Response: This collaboration represents the first product partnership between OKX and ICE since establishing their strategic relationship in March 2026, aimed at addressing market participants' urgent need for a bridge between traditional and digital markets, enabling retail traders to access critical energy benchmarks in a transparent environment.
- Strategic Expansion: The new contracts integrate ICE's depth, liquidity, and transparency into the OKX platform, further enhancing OKX's long-term participation capabilities in global financial markets, reflecting the company's ongoing investment in compliant infrastructure and product development.
- Industry Impact: Amid accelerating global interest in tokenized finance and regulated derivatives, OKX's initiative not only enhances its market competitiveness but also provides users with new pathways to access some of the world's most important energy markets, driving the modernization of financial markets.
See More
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- Live Webcast Availability: The presentation will be available via live webcast, allowing investors to access it through the investor relations and media section of ICE's website, which enhances interaction and transparency between the company and its investors, further solidifying its market position.
- Company Background: ICE is a Fortune 500 company focused on designing and operating digital networks that connect customers to opportunities, providing financial technology and data services across major asset classes that help clients improve workflow transparency and efficiency, driving business growth.
- Industry Impact: ICE's futures, equity, and options exchanges, including the New York Stock Exchange, assist clients in investing, raising capital, and managing risk, with the company's technological innovations and market leadership continuing to drive its influence in global capital markets.
See More
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- Executive Compensation Approval: Stockholders approved an advisory resolution on executive compensation with a majority vote, reflecting shareholder confidence in the management's pay policies and enhancing management incentives and performance.
- Amendments to Corporate Charter: Stockholders approved amendments to the company's charter to strengthen voting and ownership limitations for regulatory compliance, which will enhance transparency and trust in the company's compliance efforts.
- Auditor Ratification: Ernst & Young LLP was ratified as the independent registered public accounting firm for 2026 by a majority vote, ensuring the independence and fairness of the company's financial reporting, thereby boosting investor confidence.
See More
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- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable technical insights for investors, aiding in more informed investment decisions.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on investor demand, impacting market liquidity.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding helps identify those experiencing significant inflows or outflows, allowing investors to assess potential impacts on underlying assets and market dynamics.
See More
