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: 138.980
Low
174.00
Averages
191.60
High
223.00
Current: 138.980
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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- High Leverage Risks: While crypto perpetuals typically offer leverage up to 100x, the newly launched pre-IPO contracts are capped at 3x to 5x, attracting investors seeking high-risk returns, which may increase market volatility.
- Intensified Market Competition: The popularity of pre-IPO perpetuals poses a potential long-term competitive threat to traditional exchanges like Intercontinental Exchange (ICE), leading to a decline in its stock price, reflecting a rising focus on crypto products in the market.
- Speculative Concerns: Analysts noted that the price of SpaceX pre-IPO perpetuals fell from over $200 to around $160 in less than a month, highlighting its speculative nature, prompting investors to carefully assess the associated risks and rewards.
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- Client Engagement: T. Rowe Price (TROW) has signed on as the anchor client for the platform, indicating strong market recognition for ICE Compass and potentially driving ICE's market share growth in the fixed income sector.
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See More
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- Client Collaboration: T. Rowe Price has signed on as the anchor client, participating in the development and beta testing of ICE Compass, which underscores the platform's significance in practical applications and provides robust support for optimizing trading strategies in the fixed income market.
- Data Integration Capability: ICE Compass combines ICE's market data with clients' real-time trading data, enabling it to track market movements and trading costs in real-time, helping users find useful pre-trade intelligence in a complex data environment to optimize their trading strategies.
- Market Impact: The launch of ICE Compass not only strengthens ICE's competitive position in the fixed income market but also helps clients manage risks and uncover investment opportunities by providing more efficient trading tools, further solidifying ICE's leadership in the financial technology sector.
See More
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See More
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- Growing Market Demand: According to Preston Peacock, Head of ICE Data Indices, the increasing demand for responsible and sustainable investing has made carbon reduction goals even more critical for investors, and this recognition will expand ICE's market reach, aiding investors in making more informed decisions.
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