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: 156.440
Low
174.00
Averages
191.60
High
223.00
Current: 156.440
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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- Capital Returns: The company repurchased approximately $550 million of stock and returned nearly $850 million to shareholders, including dividends, indicating management's confidence in future growth and commitment to shareholders.
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