La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Federal Home Loan a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Federal Home Loan..

Federal Home Loan (OTC:FMCC) Azioni, Catena delle Opzioni

FREDDIE MAC

Federal Home Loan Mortgage Corp is a U.S. based government-sponsored enterprise. The company invests in mortgage loans and mortgage-related securities. It operates in the following segments: Single-family, Multifamily. Its Single-family segment provides liquidity and support to the single-family mortgage market through a variety of activities that include the purchase, securitization, and guarantee of single-family loans originated by lenders. The company purchases multifamily loans for aggregation and then securitization through the issuance of multifamily K Certificates as well as issues and guarantees other securitization products. Majority of the revenue is earned from single family segment.

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$BTC

FMCC

FNMA

Arthur Hayes, Chief Investment Officer di Maelstrom e co-fondatore di BitMEX, in una recente intervista ha mantenuto il suo obiettivo di prezzo di 250.000 dollari entro fine anno e di 1 milione di dollari entro il 2028 per Bitcoin (CRYPTO: 

La previsione di Hayes: ecco quanto varrà il Bitcoin a fine anno

Federal Home Loan Mortgage Corp

<a href="https://www.bloomberg.com/news/articles/2025-06-25/fannie-freddie-ordered-to-find-ways-to-count-crypto-as-an-asset?srnd=homepage-americas" title="https://www.bloomberg.com/news/articles/2025-06-25/fannie-freddie-ordered-to-find-ways-to-count-crypto-as-an-asset?srnd=homepage-americas">https://www.bloomberg.com/news/articles/2025-06-25/fannie-freddie-ordered-to-find-ways-to-count-crypto-as-an-asset?srnd=homepage-americas</a>

Reported Earlier: 'Fannie, Freddie Ordered To Find Ways To Count Crypto As An Asset' -Bloomberg

The U.S. housing finance landscape may be on the brink of a huge shift as Federal Housing Finance Agency (FHFA) Director Bill Pulte, appointed in March 2025 under President Donald Trump, announced plans to study cryptocurrency holdings, including Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), for mortgage qualifications.
Check out the current price of <a href="https://benzinga.com/quote/fnma">FNMA stock here</a>.
What Happened: This move has sparked widespread interest and debate, with Strategy Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) Michael Saylor stepping forward to offer Strategy's (formerly MicroStrategy) Bitcoin Credit Model to support the initiative.
Pulte, a known Bitcoin advocate and grandson of Pulte Homes' founder, oversees the FHFA, which regulates $7.5 trillion in mortgage-backed securities through Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>).
His post has ignited hope among crypto enthusiasts. &#8220;We will study the usage of cryptocurrency holdings as it relates to qualifying for mortgages,&#8221; with Saylor responding by sharing a model assessing BTC risk based on price volatility, loan duration, and collateral coverage.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We have developed a BTC Credit model that we are happy to share. It takes into account Loan Duration, Collateral Coverage, BTC Price, BTC Volatility, and BTC ARR outlook to generate statistical BTC Risk and BTC Credit spreads. Try it now on our website:<a href="https://t.co/uTlyGWdoMu">https://t.co/uTlyGWdoMu</a>
&mdash; Michael Saylor (@saylor) <a href="https://twitter.com/saylor/status/1937425039114272842?ref_src=twsrc%5Etfw">June 24, 2025</a></blockquote>
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Meanwhile, the Bitcoin Policy Institute <a href="https://www.btcpolicy.org/articles/the-powerful-fannie-mae-policy-change-to-unlock-bitcoin-based-mortgages">hails</a> this as a potential game-changer, noting that 14% of Americans own Bitcoin, while close to 28% of Americans are said to own some kind of cryptocurrency. 
A tweak to Fannie Mae's Selling Guide to recognize Bitcoin as collateral could unlock homeownership for millions, aligning with Trump's vision to make the U.S. the "Bitcoin Capital of the planet."
See Also: <a href="https://www.benzinga.com/real-estate/25/06/46088531/too-many-home-sellers-fewer-buyers-experts-predict-housing-prices-to-fall-in-2025-without-a-fed-put-i">Too Many Home Sellers, Fewer Buyers: Experts Predict Housing Prices To Fall In 2025 Without A Fed Put In Place</a>
Why It Matters: As highlighted by the Bitcoin Policy Institute, due to Fannie Mae and Freddie Mac&#8217;s significant financial influence in the mortgage market and indirect control by government entities, both set the industry standards that all other home lenders follow.
Fannie Mae and Freddie Mac&#8217;s securitization guidelines for lenders often become the unofficial rules for the entire mortgage industry.
&#8220;If Fannie Mae amended key language in their Selling Guide (SEL-2022-04) on virtual currencies, it would unlock the ability for Americans to use bitcoin as collateral for home loans,&#8221; stated the Bitcoin Policy Institute note.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Tuesday. The SPY was up 1.10% at $606.78, while the QQQ advanced 1.53% to $539.78, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
The futures of the S&amp;P 500, Dow Jones and the Nasdaq 100 indices were flat on Wednesday.
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</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

MSTR

Michael Saylor Offers BTC Credit Model As Bill Pulte Pushes Crypto For Fannie Mae, Freddie Mac: Could Bitcoin Soon Count Toward Mortgage Qualification?

Arthur Hayes, Chief Investment Officer of Maelstrom and co-founder of BitMEX, stuck to his $250,000 year-end price target and $1 million by 2028 for Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) in a recent interview, driven by trillions worth of fiat liquidity injection.
What Happened: In an interview dated June 17, Hayes was asked if he maintains the projection he has made quite frequently in the last few months.
&#8220;I think that we get&nbsp;to $250,000 by the end&nbsp;of the year. It&#8217;ll&nbsp;be bumpy along the way,&nbsp;obviously, but that&#8217;s&nbsp;sort of my end-of-year price&nbsp;target,&#8221; the Bitcoin bull responded.
Hayes stated that the increase in credit and fiat liquidity, particularly from <a href="https://www.benzinga.com/money/fannie-mae-vs-ginnie-mae">U.S. mortgage entities</a> Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>), would eventually find its way into the cryptocurrency market, driving up Bitcoin&#8217;s price.
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&#8220;They&#8217;re going to print in the realm of $9 trillion-ish dollars between now and and that period of time [2028]. Fanny and Freddy, the government support entities that are allowed to create mortgages in the US, will print $5 trillion,&#8221; he said.
He added that banks would end up purchasing somewhere around $1 trillion and due to the <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/45716143/trump-administration-set-to-ease-big-bank-rules-in-major-rollback-since-2008-crisis-here-are-the-stocks-and-etfs-investors-could-consider">supplementary leverage ratio exemption</a>, they will be able to lend more. 
&#8220;And so you&#8217;re going to see the amount of loans going to manufacturing firms increase which is again an increase in credit and that will make its way into crypto as well,&#8221; Hayes remarked.
On the topic of Strategic Bitcoin Reserve, Hayes argued it won&#8217;t be &#8220;politically palable&#8221; for the government to buy Bitcoin. 
&#8220;If you create all this money and you could spend it on anything you want, surely spending it on buying Bitcoin is probably not going to be the best way to get votes,&#8221; he said. See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/24/12/42716882/dogecoin-could-surge-7185-in-2025-top-analyst-delivers-bold-forecast-is-23-in-the-cards-for-the-good-boy" target="_blank" rel="noreferrer noopener">Dogecoin Could Surge 7185% In 2025, Top Analyst Delivers Bold Forecast: Is $23 In The Cards For The Good Boy? &#8211; Benzinga</a>
Why It Matters: Hayes has emphasized the importance of <a href="https://www.benzinga.com/markets/cryptocurrency/25/03/44510762/arthur-hayes-on-bitcoin-trading-focus-on-fiat-liquidity-not-price-targets">fiat liquidity growth</a> over specific price targets for Bitcoin, advising traders to consider the expectations and realities of money printing.
He remains <a href="https://www.benzinga.com/crypto/25/06/46045060/bitcoin-ethereum-dogecoin-fall-as-us-involvement-in-iran-israel-war-threatens-oil-prices-spike-arthur-hayes-says-weakness-shall-pass-and-btc-will-show-its-safe-haven-status">confident about Bitcoin&#8217;s potential</a> despite the leading cryptocurrency&#8217;s recent dip below $100,000 due to geopolitical tensions.
&#8220;This weakness shall pass and BTC will leave no doubt as to its safe haven status,&#8221; he said.
Price Action:&nbsp; At the time of writing, BTC was exchanging hands at $106,474.53, up 0.66% in the last 24 hours, according to&nbsp;<a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA.." target="_blank" rel="noreferrer noopener">data from Benzinga Pro</a>.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46045741/rich-dad-poor-dad-author-robert-kiyosaki-warns-of-global-debt-collapse-urges-buying-gold-silver-bitcoin">&#8216;Rich Dad Poor Dad&#8217; Author Robert Kiyosaki Warns Of Global Debt Collapse, Urges Buying Gold, Silver, Bitcoin</a></li>
</ul>
Photo: Shutterstock

Arthur Hayes Doubles Down On $250,000 Bitcoin Call — Sees $1 Million By 2028

Fannie Mae (Federal National Mortgage Association) (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>) and Freddie Mac (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>) might finally be headed for an exit from government conservatorship, almost 17 years after being taken over by the federal government in the <a href="https://www.benzinga.com/markets/25/01/42808169/hedge-fund-star-who-profited-big-in-2008-financial-crisis-is-betting-big-on-current-market-volatility-risk-prices-have-come-down">2008 financial crisis.</a>
The two giant housing finance companies, long lingering in regulatory limbo, are again generating investor enthusiasm as word circulates that President Donald Trump is considering allowing them to return to public markets.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46001274/alibabas-high-speed-comeback-the-ai-commerce-cocktail-lifting-etf-hopes?utm_campaign=Watchlist&amp;utm_source=Benzinga&amp;utm_medium=Email">Alibaba&#8217;s High-Speed Comeback: The AI-Commerce Cocktail Lifting ETF Hopes</a>
With the over-the-counter stocks of Fannie and Freddie skyrocketing so far this year, up over 190% and 140%, respectively, investors are racing to figure out how to position themselves. Although there isn&#8217;t an ETF directly tracking these two government-sponsored enterprises (GSEs), multiple ETFs provide indirect exposure to the changing housing finance story.
<h2 class="wp-block-heading">The ETF Play: Indirect Exposure To GSE Reboot</h2>
No ETF actually owns shares of Fannie or Freddie, as they now trade over the counter and are still under federal control. But the following ETFs would potentially be affected by shifts in their status:
iShares MBS ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBB#NASDAQ">MBB</a>)
Exposure: Agency mortgage-backed securities
Why it&#8217;s relevant: Fannie and Freddie stand behind many MBS in the U.S. Shocks to their structure, credit health, or guarantees may affect valuations of MBS and yield profiles.
SPDR S&amp;P Regional Banking ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KRE#NYSE">KRE</a>)
Exposure: Mid-sized lenders
Why it&#8217;s relevant: The regional banks are significantly dependent on the GSEs to securitize mortgages and cover their lending risk. A change in Fannie and Freddie&#8217;s business model would impact their credit standards and liquidity.
iShares U.S. Financial Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYG#NYSE">IYG</a>)
Exposure: Broad financials, including mortgage lenders and insurers
Why it&#8217;s relevant: Large mortgage lenders and insurance players might feel knock-on consequences in terms of origination volumes, risk-sharing, and costs if Fannie and Freddie reverse their move back to public companies.
<h2 class="wp-block-heading">Why The Comeback Matters</h2>
Fannie and Freddie are instrumental in the U.S. housing market by buying mortgages from banks and aggregating them into securities. Fannie and Freddie mortgage-backed securities (MBS) are widely owned by banks, insurers, and institutional investors. Following the collapse of the housing market in 2008, the Federal Housing Finance Agency (FHFA) put both GSEs into conservatorship, and profits went directly to the U.S. Treasury.
Today, though, with the housing markets strained, discussions on terminating the conservatorship have revived. A restructured, publicly traded Fannie and Freddie could remake mortgage access, investor perceptions, and the fixed income universe.
As the conservatorship conversation heats up, so too will the spotlight on these ETFs. Because when the twin titans of housing finance make a move, even from the shadows, the entire market listens.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46004883/homebuilder-etfs-climb-thin-foundation-permits-sentiment-slide">Homebuilder ETFs Climb On Thin Foundation As Permits, Sentiment Slide</a></li>
</ul>
Photo: Mehmet0/Shutterstock

Sector ETFs

ETFs

iShares Trust Dow Jones US Financial Services Index Fund

How To Invest In Fannie Mae's Comeback With Housing-Focused ETFs

Billionaire hedge fund manager Bill Ackman is once again highlighting what he sees as one of the Federal Government&#8217;s most overlooked assets, its stake in mortgage finance giants, the Federal National Mortgage Association (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) or Fannie Mae, and the Federal Home Loan Mortgage Corporation (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>), or Freddie Mac.
What Happened: Speaking at the 2025 Forbes Iconoclast Summit last week, Ackman called them &#8220;two remarkable businesses,&#8221; referring to their $7 trillion in mortgage guarantees, on which they collect 65 basis points in annual fees. 
According to Ackman, the founder of Pershing Square Holdings Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PSHZF#OTC">PSHZF</a>), &#8220;the government's interest in Fannie and Freddie is worth approaching $300 billion,&#8221; but he believes they are not going to give it up, while criticizing their 16-year-long conservatorship which prevents them from operating as private corporations.
Both firms were brought under the control of the Federal Housing Finance Agency (FHFA) following their bailout in 2008, and what was initially intended as a temporary measure to stabilize the housing market has since become a permanent arrangement.
See Also: <a href="https://www.benzinga.com/markets/market-summary/25/06/45829717/us-china-trade-war-american-kids-to-get-fewer-costlier-dolls-this-christmas-heres-why">US-China Trade War: American Kids To Get Fewer, Costlier Dolls This Christmas, Here&#8217;s Why</a>
Ackman, who was short both companies during the 2008 financial crisis, reversed course in 2012 and has since become one of their most prominent advocates. 
He argues that Fannie and Freddie are now well-capitalized and far safer than they were before the crash, and could help offset the ballooning federal deficits if returned to private hands.
Critics of privatization argue that ending government control could push mortgage rates higher, as the removal of an explicit federal guarantee might lead investors to demand a higher risk premium on mortgage-backed securities.
Ackman, however, has pushed back against this, saying that Fannie Mae and Freddie Mac are now much better placed, with capital ratios above 2.5%, compared to 0.45% pre-crisis, which he thinks &#8220;would have been enough during the financial crisis had they not gone into subprime.&#8221;
He also emphasized the systemic protections in place, such as &#8220;a belt, suspenders, another belt, and more suspenders,&#8221; referencing the firms' capital levels, backstops from the Treasury, and robust earnings power.
Why It Matters: Ackman&#8217;s Pershing Square has been the largest common stockholder in both entities for 13 years and has been a vocal advocate for ending the conservatorship for some time.
Recently, he <a href="https://www.benzinga.com/markets/equities/25/06/45764818/bill-ackman-urges-end-to-fannie-mae-freddie-mac-conservatorship-says-will-enable-them-to-operate-more-successfully-and-efficiently">called for the cancellation</a> of $348.2 billion in Senior Preferred Stock liability on the company&#8217;s balance sheets, which he labeled as &#8220;fictitious.&#8221;
He said, &#8220;The government has been paid more than it was contractually owed under the extremely onerous terms of the SPS,&#8221; referring to the $301 billion being paid back of the original $191 billion invested by the government, resulting in an 11.6% annualized return for taxpayers. 
Ackman had, in fact, recommended both companies as investments back in December, saying that he expects them to exit conservatorship <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">under the Trump administration</a>, while adding that he sees &#8220;large asymmetric upside versus downside,&#8221; which sent the stocks soaring.
Just as he had predicted two weeks ago, President Donald Trump said that he was giving &#8220;very serious consideration&#8221; to taking <a href="https://www.benzinga.com/news/financing/25/05/45557031/trump-considers-taking-fannie-mae-freddie-mac-public-calls-mortgage-giants-very-profitable-says-timing-seems-right">Fannie Mae and Freddie Mac public</a>.
&#8220;Fannie Mae and Freddie Mac are doing very well, throwing off a lot of CASH, and the time would seem to be right,&#8221; Trump said.
Price Action: Shares of Pershing Square Holdings were down 0.31% on Friday, trading at $52.62, while Fannie Mae and Freddie Mac were up 0.67% and 4.17% during the day, respectively.
Photo Courtesy: Tada Images on Shutterstock.com
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<li><a href="https://www.benzinga.com/news/politics/25/06/45829923/trump-and-musk-aides-have-spoken-as-tensions-cool-between-the-billionaire-and-the-president">Trump and Musk Aides Have Spoken as Tensions Cool Between the Billionaire and the President</a></li>
</ul>
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<iframe loading="lazy" title="Billionaire Bill Ackman&#039;s Key to Long Term Investment Success" width="500" height="281" src="https://www.youtube.com/embed/X_D_JbcxM5M?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
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Equities

PSHZF

Bill Ackman Says US Sitting On A $300 Billion Gold Mine With Freddie Mac And Fannie Mae—But 'The Government's Not Going To Give It Up'

Billionaire hedge fund manager Bill Ackman is advocating for Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) to exit federal conservatorship, a status they've held since the 2008 financial crisis, arguing it would benefit the U.S. housing finance system.
What Happened: In a detailed post on X, Ackman, whose Pershing Square has been the largest common stockholder of both companies for 13 years, specifically calls for the cancellation of the $348.2 billion Senior Preferred Stock (SPS) liability on the companies' balance sheets, labeling it a "fictitious" figure that distorts economic reality.
A federal conservatorship refers to a legal process where a government agency takes control of a private entity, typically a financial institution, to stabilize it, protect its stakeholders, and ensure it can continue to operate during a crisis. Fannie Mae and Freddie Mac have been in conservatorship since 2008.
&#8220;We believe that F2&#8217;s exit from conservatorship will enable the GSEs (Government-Sponsored Enterprises) to operate more successfully and efficiently, with more stable management and at lower cost, greatly benefiting our housing finance system,&#8221; he said.
Meanwhile, an SPS liability mandates a company to prioritize payments to the senior preferred stockholder, the U.S. Treasury, in this case, over other stakeholders.
Ackman claims the government has been overpaid, stating, "F2 repaid $301 billion of the original $191 billion invested by the government," generating an 11.6% return for taxpayers.
According to him, the SPS balance, inflated by the Obama-era 2012 Net Worth Sweep, which siphoned all profits to the Treasury, preventing the companies from achieving their full market value.
"The government has been paid more than it was contractually owed under the extremely onerous terms of the SPS," Ackman asserts, emphasizing that canceling this liability isn't a gift to shareholders but a necessary correction. 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Recently, there have been a number of media stories suggesting that Fannie Mae and Freddie Mac (together referred herein as "F2") shareholders are seeking forgiveness of money that is ostensibly owed by F2 to the government in connection with their potential release from…
&mdash; Bill Ackman (@BillAckman) <a href="https://twitter.com/BillAckman/status/1930108923131945257?ref_src=twsrc%5Etfw">June 4, 2025</a></blockquote>
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See Also:&nbsp;<a href="https://www.benzinga.com/markets/treasuries/25/06/45739830/us-dollar-decouples-with-10-year-treasuries-as-trade-tensions-change-long-standing-relationships-between-asset-classes">US Dollar Decouples With 10-Year Treasuries As Trade Tensions Change Long-Standing Relationships Between Asset Classes</a>
Why It Matters: The move would also benefit taxpayers, highlights Ackman, as the government holds a 79.9% stake in Fannie and Freddie via warrants, ensuring significant returns on any value increase post-conservatorship.
Ackman warns, "No private sector investor will invest in F2 if the government can unilaterally revise the terms of F2's liabilities at will," underscoring the need for trust in the market.
Thus, he believes that releasing Fannie Mae and Freddie Mac from conservatorship and canceling their SPS liability will enable them to operate more efficiently, reduce costs, and stabilize the housing finance system, ultimately benefiting the housing market.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Tuesday. The SPY was up 0.57% at $596.09, while the QQQ advanced 0.78% to $527.30, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
The futures of the S&amp;P 500, Dow Jones and the Nasdaq 100 indices were flat on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/06/45739065/sp-500-reverses-short-term-downtrend-after-april-lows-technical-evidence-shows-recovery-is-real-and-not-a-bull-trap-or-bear-market-rally">S&amp;P 500 Reverses Short-Term Downtrend After April Lows: Technical Evidence Shows ‘Recovery Is Real' And Not A ‘Bull Trap' Or ‘Bear Market Rally'</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. 
Photo courtesy: Tada Images / Shutterstock.com

Politics

Bill Ackman Urges End To Fannie Mae, Freddie Mac Conservatorship: Says Will Enable Them To 'Operate More Successfully And Efficiently'

<a href="https://www.cnbc.com/live-tv/" title="https://www.cnbc.com/live-tv/">https://www.cnbc.com/live-tv/</a>

FICO

Live On CNBC FHFA Director Bill Pulte Says: Fannie Mae And Freddie Mac Could Be Worth Trillions of Dollars

Shares of Fannie Mae Inc. (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>) and Freddie Mac Inc. (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>) are trading higher Thursday after President Donald Trump said he is seriously considering<a href="https://www.benzinga.com/news/financing/25/05/45557031/trump-considers-taking-fannie-mae-freddie-mac-public-calls-mortgage-giants-very-profitable-says-timing-seems-right"> taking the mortgage giants public. </a>
What To Know: In a Truth Social post, Trump called the government-sponsored enterprises "very profitable" and said the timing "seems right" to privatize them. He added that he would consult with top officials, including Treasury Secretary Scott Bessent and FHFA Director William Pulte, before making a decision.
The rise in both stocks follows years of speculation about the future of Fannie and Freddie, which have remained under federal conservatorship since the 2008 financial crisis. Though profitable and backed by private shareholders, the companies have been under tight government control for more than 15 years. They buy mortgages from lenders and repackage them into mortgage-backed securities, supporting nearly half of the U.S. residential mortgage market.
Trump's remarks come amid recent upheaval at the Federal Housing Finance Agency. Director Pulte recently fired Freddie Mac's CEO, dismissed 14 board members from both institutions, and appointed himself chairman of both entities. The shakeup suggests a shift toward more direct federal control ahead of potential privatization.
The surge also follows a new tender offer from Fannie Mae for its Connecticut Avenue Securities notes and Freddie Mac's latest mortgage rate update showing a slight uptick in 30-year fixed rates to 6.86%. Market watchers also noted support from influential investors like Bill Ackman, who has said the companies are primed to exit conservatorship under a Trump administration.
With no final decision announced, speculation is driving the rally. Traders are reacting to the possibility of long-awaited structural changes at the heart of the U.S. housing finance system, potentially setting the stage for one of the biggest public offerings in years.
Price Action: Fannie Mae shares are up 42.4% at $10.60 and Freddie Mac shares were up 41.1% at $8.00 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/market-summary/25/05/45559926/us-stock-likely-to-open-on-a-mixed-note-after-2-day-fall-we-do-not-see-the-us-economy-dipping-into-a-recession-this-year">US Stock Likely To Open On A Mixed Note After 2-Day Fall: &#8216;We Do Not See The US Economy Dipping Into A Recession This Year,&#8217; Says Expert </a></li>
</ul>
Image Via Shutterstock.

Movers

Fannie Mae, Freddie Mac Stocks Surge On Trump Privatization Remarks: What's Going On?

President Donald Trump announced Wednesday he is giving &#8220;very serious consideration&#8221; to taking mortgage finance giants Fannie Mae and Freddie Mac&nbsp;public, signaling potential privatization of the government-sponsored enterprises.
What Happened: In a Truth Social post, Trump said he will consult with Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and Federal Housing Finance Agency Director William Pulte before making a decision. &#8220;Fannie Mae and Freddie Mac are doing very well, throwing off a lot of CASH, and the time would seem to be right,&#8221; Trump stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://t.co/kJK33mcTh3">pic.twitter.com/kJK33mcTh3</a>
&mdash; U.S. Federal Housing (FHFA) (@FHFA) <a href="https://twitter.com/FHFA/status/1925335513386324136?ref_src=twsrc%5Etfw">May 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The mortgage giants, which underpin approximately half of the U.S. residential mortgage market, have generated substantial cash flows since their 2008 conservatorship, according to Reuters. Both companies operate as for-profit corporations with private shareholders, purchasing home loans from private lenders and repackaging them as mortgage-backed securities.
See Also: <a href="https://www.benzinga.com/news/earnings/25/05/45553121/snowflake-q1-earnings-revenue-eps-beat-estimates-ai-data-cloud-company-sees-25-growth-ahead-shares-climb">Snowflake Q1 Earnings: Revenue, EPS Beat Estimates, AI Data Cloud Company Sees 25% Growth Ahead, Shares Climb</a>
Why It Matters: Fannie Mae and Freddie Mac were placed under Federal Housing Finance Agency conservatorship during the 2008 financial crisis after suffering overwhelming losses from the housing market collapse. The government intervention prevented catastrophic economic effects but maintained federal control over the entities.
FHFA Director Bill Pulte recently fired Freddie Mac CEO Diana Reid and placed senior FHFA officials on administrative leave. Pulte also dismissed 14 board members from both companies and <a href="https://www.benzinga.com/politics/25/03/44436692/fannie-mae-freddie-mac-in-upheaval-as-trump-administration-considers-privatizing-mortgage-giants">appointed himself chairman of both entities</a>.
Billionaire investor Bill Ackman of Pershing Square Capital Management has <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">recommended both companies as investments</a>, stating in December that he expects them to exit conservatorship under the Trump administration. &#8220;Trump likes big deals and this would be the biggest deal in history,&#8221; Ackman wrote.
Image Via Shutterstock
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45550679/treasury-yields-top-5-these-20-stocks-tanked-in-just-one-hour">Treasury Yields Top 5%: These 20 Stocks Tanked In Just One Hour</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Financing

Trump Considers Taking Fannie Mae, Freddie Mac Public, Calls Mortgage Giants 'Very Profitable,' Says Timing Seems Right

<a href="https://nationalmortgageprofessional.com/news/moodys-downgrades-fannie-and-freddie-following-us-sovereign-credit-cut" title="https://nationalmortgageprofessional.com/news/moodys-downgrades-fannie-and-freddie-following-us-sovereign-credit-cut">https://nationalmortgageprofessional.com/news/moodys-downgrades-fannie-and-freddie-following-us-sovereign-credit-cut</a>

Trading Ideas

'Moody's Downgrades Fannie And Freddie Following U.S. Sovereign Credit Cut' - National Mortgage Professional

Freddie Mac (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>) today announced it sold via auction 28 deeply delinquent non-performing residential first lien loans (NPLs) from its mortgage-related investments portfolio to VRMTG ACQ, LLC. The loans, with a balance of approximately $5.3 million, are currently serviced by NewRez LLC, d/b/a Shellpoint Mortgage Servicing. The sales are part of Freddie Mac's Extended Timeline Pool Offering (EXPO&#xAE;) and the transaction is expected to settle in June 2025. Freddie Mac, through its advisors, began marketing the transaction on March 6, 2025, to potential bidders active in the NPL market.

Asset Sales

Freddie Mac Sells $5.3M In Non-Performing Loans

Hedge fund titan Bill Ackman&#8217;s Pershing Square Holdings, a closed-end fund listed on the London Stock Exchange, is down 14% year-to-date, owing to tariff-related market volatility.
The losses, however, have only been calculated through April 8th, and don&#8217;t include the massive rally on Wednesday.
What Happened: Ackman&#8217;s fund allocates capital across 8 to 12 stocks, which are usually large-cap, liquid, and North American-based. 
The fund&#8217;s holdings during the past couple of months, comprising Nike Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), Chipotle Mexican Grill Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), and Hilton Hotels Corp. (NYSE:&nbsp;HLT), among others, none of which have performed well over the past few months, posting year-to-date declines of 19.48%, 14.96%, and 10.80%, respectively.
See More: <a href="https://www.benzinga.com/25/04/44730103/us-bike-prices-set-to-soar-amid-escalating-china-trade-war">Americans Could Pay 50% More For Bicycles As Trump&#8217;s Tariffs Hit China-Dependent Industry: Report</a>
Even its relatively well-insulated holdings, such as Google-parent Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Howard Hughes Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HHH#NYSE">HHH</a>), haven&#8217;t performed too well, declining 15.51% and 11% year-to-date, respectively.
Holdings gained during this period include Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Federal National Mortgage Association (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>), and the Federal Home Loan Mortgage Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>), gaining 15.05%, 75%, and 49.85%, respectively.
Why It Matters: Bill Ackman&#8217;s Pershing Square Holdings has generated a <a href="https://pershingsquareholdings.com/performance/net-asset-value-and-returns/">compounded annual NAV</a> return of 22.2% over the past five years. Ackman is also known for generating one of the industry&#8217;s highest returns of 70.2% in 2020, betting that the market would crash during the COVID-19 pandemic, making $2.2 billion for his investors.
This has positioned him as a trendsetter in the industry, whose portfolio is regularly watched to understand where the market is headed. He is also one of the most outspoken individuals on Wall Street, having made the news several times over the past few days alone.
On Wednesday, Bill Ackman praised Trump for <a href="https://www.benzinga.com/news/global/25/04/44723751/billionaire-investor-bill-ackman-praises-trumps-tariff-pause-thank-you-on-behalf-of-all-americans">pausing the tariffs</a>, before that he <a href="https://benzinga.com/markets/equities/25/04/44661978/bill-ackman-blames-market-collapse-on-tariff-timing-says-trump-advisor-should-be-fired-now-predicts-a-lot-more-than-5-dip">criticized the timing</a> of the tariffs, <a href="https://benzinga.com/government/regulations/25/04/44662730/bill-ackman-slams-commerce-secretary-lutnick-for-ignoring-stock-market-crash-he-and-cantor-are-long-bonds">slammed Commerce Secretary</a> Howard Lutnick, and more, all over the past week. 
Price Action: Pershing Square Holdings stock was up 8.14% on Wednesday, closing at 3,508 GBX, and is down 12.08% year-to-date.
Read More:
<ul>
<li><a href="https://www.benzinga.com/25/04/44730016/bitcoin-will-decouple-with-stocks-in-case-of-a-tariff-fueled-recession-says-analyst-lower-interest-rates-and-massive-money-printing">Bitcoin Could Break Free From Stocks In Case Of A Tariff-Fueled Recession, Says Analyst: &#8216;Lower Interest Rates And Massive Money Printing&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

GOOG

GOOGL

UBER

Bill Ackman Feels The Sting: Pershing Square Portfolio Down 14% Year-To-Date Amid Tariff Volatility

President Donald Trump's newly appointed director of the Federal Housing Finance Agency Bill Pulte on Thursday fired the CEO of mortgage giant Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) and placed two senior FHFA officials on <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43040244/trump-taps-bill-pulte-to-lead-the-federal-housing-finance-agency">administrative leave.&nbsp;</a>
The Details: Pulte fired Freddie Mac CEO Diana Reid and placed FHFA COO Gina Cross and Human Resources Director Monica Matthews on leave, according to <a href="https://www.politico.com/news/2025/03/20/employees-placed-on-leave-at-top-housing-regulator-00240298">a report </a>from Politico.&nbsp;
The moves come after Pulte fired 14 members of Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac's boards of directors and appointed himself chairman of both companies earlier this week. Antonio White, director of FHFA's Office of Congressional Affairs and Communications, was fired on Monday.
The sources also told Politico that several employees in the FHFA's Office of Consumer Protection, the Office of Statistics and Research and the Office of Equal Opportunity and Fairness were placed on leave and employees in the Office of Minority and Women Inclusion were placed on leave weeks ago, as Pulte guts the agency.
Why It Matters: The shake-up at Fannie Mae and Freddie Mac, which underpin about half of the U.S. residential mortgage market, comes as the Trump administration considers privatizing them. Privatization of the government-controlled entities could benefit private investors but has raised concerns among Democrats and others about potential disruptions to the housing finance market
What Else: Billionaire investor and CEO of Pershing Square hedge fund Bill Ackman recommended the companies<a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals"> as investments</a> in December and said he sees the potential for Fannie Mae and Freddie Mac to come out of conservatorship under the Trump administration.&nbsp;
&#8220;Trump likes big deals and this would be the biggest deal in history. I am confident he will get it done,&#8221; Ackman wrote in a social media<a href="https://x.com/BillAckman/status/1873818034428694837?ref_src=twsrc%5Etfw"> post</a>.&nbsp;
FNMA, FMCC Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Fannie Mae shares ended Thursday's session 3.99% higher at $6.26 and Freddie Mac closed up 1.57% at $5.16. Both stocks are moving higher in early in Friday's session, despite large index futures moving lower.&nbsp;
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/03/44367584/black-swan-hedge-fund-posts-4000-profits-during-covid-19-market-crash-heres-how">Black Swan&#8217; Hedge Fund Posts 4,000% Profits During COVID-19 Market Crash: Here&#8217;s How</a></li>
</ul>
Photo: Shutterstock

Government

Real Estate

Fannie Mae, Freddie Mac In Upheaval As Trump Administration Considers Privatizing Mortgage Giants

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas"> many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
The Nasdaq ended the week down 1.6%, with the S&amp;P 500 losing 1% and the Dow gaining 0.3%, as markets attempted to recover from earlier losses. 
Strong earnings and a more dovish tone from Fed Chair Jerome Powell helped lift sentiment, reinforcing hopes for future rate cuts. However, by Friday, concerns over new U.S. tariffs on China, Mexico, and Canada weighed on the market, leading to renewed volatility. 
White House press secretary Karoline Leavitt confirmed that the 25% and 10% tariffs would take effect Saturday, raising fears <a href="https://www.benzinga.com/25/01/43404983/stocks-trim-deepseek-losses-fed-holds-steady-trump-slaps-25-tariffs-on-canada-mexico-this-week-in-the-markets">of economic disruptions.</a>
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/25/01/43196106/rigetti-computing-quantum-stargate">Rigetti Computing, Quantum Stocks Soar On Project Stargate</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, highlights Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) surging 42% after Donald Trump announced Project Stargate, a $500 billion AI investment initiative backed by Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), OpenAI, NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and SoftBank, aiming to build AI data centers and enhance computational systems.
&#8220;<a href="https://www.benzinga.com/25/01/43293760/shiba-inus-shytoshi-kusama-teases-extremely-powerful-partnership-for-ecosystemcoin-themed-on-mysterious-personality-rallies-25">Shiba Inu&#8217;s Shytoshi Kusama Teases &#8216;Extremely Powerful Partnership&#8217; — Coin Themed On Him Rallies 25%</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, highlights Shytoshi Kusama's cryptic announcement of a major partnership for the Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) ecosystem, fueling speculation about potential collaborations with Binance or Elon Musk's X.
&#8220;<a href="https://www.benzinga.com/tech/25/01/43242360/jensen-huang-mania-mirrors-taylor-swift-people-are-camping-outside-retailers-for-nvidia-5000-series-gpus">Jensen Huang Mania Mirrors Taylor Swift: People Are Camping Outside Retailers For Nvidia 5000 Series GPUs</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, highlights soaring demand for Nvidia RTX 5000 series GPUs, with enthusiasts camping outside stores ahead of the Jan. 30 launch, reminiscent of Black Friday rushes for Taylor Swift merchandise.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/general/social-media/25/01/43277294/visa-stock-moves-higher-as-company-becomes-first-partner-of-musks-xmoney-whats-going-on">Visa Stock Moves Higher As Company Becomes First Partner Of Musk&#8217;s XMoney: What&#8217;s Going On?</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/01/43310673/trump-media-technology-group-stock-jumps-on-expansion-into-financial-services">Trump Media &amp; Technology Group Stock Jumps On Expansion Into Financial Services</a>
<a href="https://www.benzinga.com/25/01/43242497/twilio-set-for-strong-growth-after-key-strategic-shifts-says-analyst">Twilio&#8217;s Turnaround Story Is Underway, Analyst Turns Bullish And Boosts Price Forecast</a>
The Bears
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer">DeepSeek&#8217;s Low-Cost Model Reshapes AI Landscape: Experts Predict Shift To &#8216;Application Layer&#8217;</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/piero-cingari">Piero Cingari</a>, highlights how DeepSeek&#8217;s R1 model, trained for just $5.6 million, challenges billion-dollar AI investments from U.S. tech giants, with Goldman Sachs warning that AI capital expenditures may shift from infrastructure to applications, impacting firms like Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
&#8220;<a href="https://www.benzinga.com/analyst-ratings/downgrades/25/01/43255575/fannie-mae-freddie-mac-stock-a-considerable-risk-say-analysts-who-downgrade-both-to-underperform">Fannie Mae, Freddie Mac Stock A &#8216;Considerable Risk,&#8217; Say Analysts Who Downgrade Both To Underperform</a>,&#8221; by <a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, reports that analysts downgraded Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) to Underperform, citing risks despite raising their price targets, as privatization attempts remain uncertain following the stocks&#8217; sharp post-election gains.
&#8220;<a href="https://www.benzinga.com/25/01/43373954/cathie-woods-ark-invest-dumps-over-10-million-worth-of-palantir-stock-as-ai-competition-heats-up">Cathie Wood&#8217;s Ark Invest Dumps Over $10 Million Worth Of Palantir Stock As AI Competition Heats Up</a>,&#8221; by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal">Shivdeep Dhaliwal</a>, reports Ark Invest selling 127,969 shares of Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) worth $10.4 million amid growing AI competition from DeepSeek.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/trading-ideas/technicals/25/01/43238883/stock-of-the-day-nvidia-breaks-support-after-deepseek-ai-disruption">Stock Of The Day: Nvidia Breaks Support After DeepSeek AI Disruption</a>
<a href="https://www.benzinga.com/25/01/43269986/taiwan-semiconductor-bounces-back-after-selloff-risks-remain">Taiwan Semiconductor Stock Rebounds After Selloff, US-Taiwan Chip Partnership Still Faces Tariff Threats</a>
<a href="https://www.benzinga.com/25/01/43287042/amd-downgraded-as-nvidias-arm-cpus-threaten-x86-market-and-long-term-revenue-growth-analyst">AMD Gets A Downgrade And It&#8217;s Not DeepSeek Related</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.
Image created using artificial intelligence via Midjourney.

Long Ideas

Short Ideas

$BONE

$SHIB

AVGO

NVDA

ORCL

PLTR

RGTI

Benzinga Bulls And Bears: Nvidia, Palantir, Rigetti Computing And Shiba Inu Hints At Major Partnership

Shares of Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) fell Monday after Keefe, Bruyette &amp; Woods analysts downgraded the stocks to Underperform. Here's a look at the latest <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">developments for the mortgage giants. </a>
What To Know: The Keefe, Bruyette &amp; Woods analysts, led by Tommy McJoynt, said that though the odds of a privatization attempt have grown lately, they see "considerable risk" to the stocks at their current levels. Shares of Fannie Mae and Freddie Mac are up 333% and 343%, respectively, since the day before the election of President Donald Trump. 
Read Next:<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43254018/sofi-stock-falls-on-soft-guidance-despite-strong-quarter-with-record-member-growth-loan-originations-analyst"> SoFi Stock Falls On Soft Guidance Despite &#8216;Strong Quarter&#8217; With Record Member Growth, Loan Originations: Analyst&nbsp;</a>
The analysts increased the probability of the senior preferred shares being forgiven to 10% from 5%, but said they see a failed attempt at privatization or a successful privatization with dilution of senior preferred shares to common as more likely outcomes.&nbsp;
However, the firm did raise the price target for Fannie Mae from $3 to $4 and raised Freddie Mac from $4 to $4.50 based on the higher probability of forgiveness of the senior preferred shares.&nbsp;
What Else: Trump recently announced <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43040244/trump-taps-bill-pulte-to-lead-the-federal-housing-finance-agency">plans to nominate</a> private equity CEO Bill Pulte as director of the Federal Housing Finance Agency (FHFA), which is expected to oversee efforts to return Fannie Mae and Freddie Mac to the private sector, according to Reuters.
FNMA, FMCC Price Action:  According to <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Fannie Mae shares closed Monday down 4.88% at $5.46 and Freddie Mac shares closed down 3.25% at $5.06.
Read Next: • <a href="https://www.benzinga.com/25/01/43242938/royal-caribbean-earnings">Royal Caribbean Q4 Earnings Preview: Can Cruise Line Stay Afloat Despite FX, Oil Headwinds?</a>
Photo: Shutterstock

Downgrades

Small Cap

Analyst Ratings

Fannie Mae, Freddie Mac Stock A 'Considerable Risk,' Say Analysts Who Downgrade Both To Underperform

Keefe, Bruyette &amp; Woods analyst Bose George downgrades Federal Home Loan (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) from Market Perform to Underperform and raises the price target from $4 to $4.5.

Price Target

Keefe, Bruyette & Woods Downgrades Federal Home Loan to Underperform, Raises Price Target to $4.5

<a href="https://www.washingtonpost.com/politics/2025/01/17/senate-confirmation-hearings-kristi-noem-dhs-secretary/" title="https://www.washingtonpost.com/politics/2025/01/17/senate-confirmation-hearings-kristi-noem-dhs-secretary/">https://www.washingtonpost.com/politics/2025/01/17/senate-confirmation-hearings-kristi-noem-dhs-secretary/</a>

'Ending government control of Fannie Mae and Freddie Mac not likely soon' - Washington Post

President-elect Donald Trump announced plans Thursday to nominate private equity CEO Bill Pulte as director of the <a href="https://www.benzinga.com/topic/housing">Federal Housing Finance Agency (FHFA)</a>. 
What To Know: If Trump&#8217;s selection is confirmed, Pulte will become the top housing regulator, overseeing mortgage giants Fannie Mae (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>) and Freddie Mac (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>), which have been in conservatorship since the 2008 financial crisis.
The FHFA is expected to play an integral role in anticipated efforts to return the mortgage giants to the private sector, according to Reuters. 
Trump reportedly took steps to try to remove Fannie Mae and Freddie Mac from government control during his first term. Removing the mortgage giants from conservatorship is expected to be a priority for Trump in his upcoming administration. 
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43035888/donald-trump-reportedly-open-to-us-crypto-reserve-as-bitcoin-reserve-chatter-gathers-steam">Donald Trump Reportedly Open To US Crypto Reserve As Bitcoin Reserve Chatter Gathers Steam</a>
Pulte is the grandson of William Pulte, founder and chairman of U.S. homebuilder PulteGroup.&nbsp;He&#8217;s also known for his philanthropy on social media platform X, where he often gives away money to people in need of financial help.
&#8220;Bill needs no formal introduction to the Great Citizens of our Country, because they have seen, and many have experienced, his philanthropy firsthand. He believes in the incredible potential of our Nation, and will help us restore the American Dream FOR ALL,&#8221; Trump said in a <a href="https://truthsocial.com/@realDonaldTrump/posts/113838912162964211">post</a> on Truth Social. 
Shares of Fannie Mae were down nearly 10% and shares of Freddie Mac were lower by more than 11% at last check, according to <a href="http://pro.benzinga.com">Benzinga Pro.</a> 
Despite Thursday&#8217;s declines, Fannie and Freddie are both up close to 300% over the past three months in anticipation of Trump&#8217;s return to the White House.
Meanwhile, the VanEck Mortgage REIT Income ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORT#NYSE">MORT</a>) and IShares Residential And Multisector Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REZ#NYSE">REZ</a>) were both up about 1% at the time of writing. Names like UWM Holdings Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UWMC#NYSE">UWMC</a>) and Rocket Companies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>) were also higher, last up 2.63% and 0.82%, respectively.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/bonds/25/01/43026749/trumps-tax-cut-plans-could-be-derailed-by-soaring-bond-yields-warns-gop-mortgage-credit-card-rates-auto-loan-are-going-to-continue-to-go-up">Trump&#8217;s Tax Cut Plans Could Be Derailed By Soaring Bond Yields, Warns GOP: &#8216;Mortgage&#8230;Credit Card Rates&#8230; Auto Loan Are Going To Continue To Go Up&#8217;</a></li>
</ul>
Photo: Courtesy of the Library Of Congress.

MORT

iShares FTSE NAREIT Residential PLUS Capped Index Fund

UWMC

Trump Taps Private Equity Investor Bill Pulte To Lead Federal Housing Finance Agency

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas"> many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
The Nasdaq and S&amp;P 500 ended a five-day losing streak on Friday, but the week closed with the S&amp;P down 0.48%, the Dow losing 0.60%, and the Nasdaq dropping 0.51%.
Rising Treasury yields, including a 30-year high of 4.8%, raised borrowing cost concerns and drove record December outflows from the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>), as markets carried weak momentum <a href="https://www.benzinga.com/government/regulations/25/01/42796485/goodbye-santa-rally-tesla-falters-on-deliveries-investors-flee-bonds-ahead-of-trumps-second-term-this-week-in-the-market">into the new year.</a>
Meanwhile, the U.S. manufacturing sector showed signs of stabilization in December, with the ISM Manufacturing PMI climbing to 49.3%, its highest since April 2024, though still marking the <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42790042/us-manufacturing-activity-tops-expectations-in-december-rises-to-9-month-highs">ninth consecutive month of contraction.</a>
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/24/12/42751367/netflix-posts-record-debut-with-squid-game-season-2-heres-how-many-people-watched-show">Netflix Posts Record Debut With &#8216;Squid Game&#8217; Season 2: Here&#8217;s How Many People Watched Show</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, highlights Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) achieving 68 million views for &#8220;Squid Game&#8221; Season 2 in its first week, setting a company record, alongside NFL Christmas Day games driving additional subscriber engagement.
&#8220;<a href="https://www.benzinga.com/markets/cryptocurrency/25/01/42758813/shytoshi-kusama-clears-the-air-on-shiba-inu-role-memecoin-rivalry-our-drive-was-to-overtake-dogecoin">Shytoshi Kusama Clears The Air On Shiba Inu Role, Memecoin Rivalry: &#8216;Our Drive Was To Overtake Dogecoin&#8217;</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, features Shytoshi Kusama clarifying that Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) was founded by Ryoshi, not him, and sharing the project's early vision to surpass Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>).
&#8220;<a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: &#8216;Trump Likes Big Deals&#8217;</a>,&#8221; by <a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, discusses Bill Ackman's bullish view on Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) stocks, citing their potential for large gains as conservatorship could end under Donald Trump's administration, with Ackman highlighting asymmetric upside for investors.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/media/24/12/42709387/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet">Benzinga&#8217;s &#8216;Stock Whisper&#8217; Index: 5 Stocks Investors Secretly Monitor But Don&#8217;t Talk About Yet</a>
<a href="https://www.benzinga.com/news/econ-s/25/01/42769181/natural-gas-prices-surge-as-arctic-blast-freezes-us-3-stocks-on-the-move">Natural Gas Prices Surge As Arctic Blast Freezes US: 3 Stocks On The Move</a>
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42777529/goldman-sachs-adds-3-stocks-to-conviction-list-flags-5-market-trends-to-monitor-in-2025">Goldman Sachs Adds 3 Stocks To &#8216;Conviction List,&#8217; Flags 5 Market Trends To Monitor In 2025</a>
The Bears
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42777950/teslas-first-sales-drop-splits-wall-street-2025-will-be-the-prove-it-year">Tesla&#8217;s First Sales Drop Splits Wall Street: &#8216;2025 Will Be The Prove It Year&#8217;</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, highlights Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) facing mixed analyst reactions after missing Q4 delivery estimates, with Wedbush's Daniel Ives forecasting a 20%-30% growth rebound in 2025, while Ross Gerber criticized reliance on discounts to boost sales.
&#8220;<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading">Pharma Bro Martin Shkreli Predicts Liquidation Doom For MicroStrategy Amid Fall Below $300, Says Bitcoin Will Hit $250K Without Michael Saylor</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, features Martin Shkreli's warning of potential liquidation for MicroStrategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) as its stock fell below $300, predicting Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) could hit $250,000 without the influence of its co-founder Michael Saylor.
&#8220;<a href="https://www.benzinga.com/tech/24/12/42699274/boeing-engineers-leave-struggling-planemaker-for-space-companies-report">Boeing Engineers Leave Struggling Planemaker For Space Companies: Report</a>,&#8221; by <a href="https://www.benzinga.com/author/anan-ashraf">Anan Ashraf</a>, highlights talent migration from Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) to firms like SpaceX and Blue Origin as engineer tenures drop, potentially delaying new aircraft development, though Boeing says its voluntary attrition rate remains low with competitive pay and benefits.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/global/25/01/42790373/apple-iphones-lose-ground-in-china-as-subsidies-boost-huawei-domestic-rivals">Apple iPhones Lose Ground In China As Subsidies Boost Huawei, Domestic Rivals</a>
<a href="https://www.benzinga.com/general/travel/25/01/42791291/jetblue-fined-2-million-for-chronic-flight-delays-delta-united-rank-among-most-on-time-airlines">JetBlue Fined $2 Million For &#8216;Chronic Flight Delays&#8217;: Delta, United Rank Among Most On-Time Airlines</a>
<a href="https://www.benzinga.com/trading-ideas/short-ideas/22/10/29205954/paul-tudor-jones-correctly-predicted-the-1987-stock-market-crash-heres-what-the-billion">Paul Tudor Jones Correctly Predicted The 1987 Stock Market Crash: Here&#8217;s What The Billionaire Hedge Fund Manager Says Is Coming Next</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.
Image created using artificial intelligence via Midjourney.

$DOGE

NFLX

iShares Trust Barclays 20+ Year Treasury Bond Fund

TSLA

Benzinga Bulls And Bears: Tesla, Netflix, MicroStrategy — And Shiba Inu Strives To Outpace Dogecoin In Crypto

Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) shares soared on Monday afternoon after billionaire investor Bill Ackman touted the<a href="https://www.benzinga.com/markets/24/12/42635629/bill-ackmans-advice-stay-away-from-shorting-stocks-avoid-commodity-sensitive-industries-and-you-do-great"> stocks on social media. </a>
The Details: Ackman, CEO of Pershing Square hedge fund, recommended the stocks as an investment with "large asymmetric upside versus downside" in <a href="https://x.com/BillAckman/status/1873818034428694837">a post</a> on the social media platform X.&nbsp;
Ackman said he sees the potential for Fannie Mae and Freddie Mac to come out of conservatorship in the next two years. Ackman pointed to the incoming Trump administration as a factor making the end of conservatorship more likely for the home lenders. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I am often asked for stock recommendations, but generally don't share individual names unless I believe the risk versus the reward is extraordinarily compelling. As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I…
&mdash; Bill Ackman (@BillAckman) <a href="https://twitter.com/BillAckman/status/1873818034428694837?ref_src=twsrc%5Etfw">December 30, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Fannie Mae and Freddie Mac were placed under conservatorship in September 2008 in response to the deterioration of the housing market during the 2008 financial crisis. The Federal Housing Finance Agency became the conservator to preserve and conserve the assets and to provide stability to the housing and mortgage markets.&nbsp;
Read Next: <a href="https://www.benzinga.com/24/12/42700819/investors-bet-on-milei-the-argentina-trade">Milei&#8217;s Economic Chainsaw Slashes Inflation As Argentine Stocks Explode 175%</a>&nbsp;
Ackman said that the companies have built $168 billion of capital since 2019 and described this as a "fortress-level of capital for guarantors of fixed-rate, first mortgages to creditworthy, middle class borrowers."&nbsp;
Ackman said he estimates the value of each company at approximately $34 per share, assuming the companies could IPO in the fourth quarter of 2026. He added that he sees the IPOs priced at approximately $31 per share accounting for a 10% discount to their value.&nbsp;&nbsp;
He also pointed to the benefits of ending the conservatorship for the federal government including the removal of approximately $8 trillion in liabilities and the potential to generate more than $300 billion in profits. 
"Trump likes big deals and this would be the biggest deal in history. I am confident he will get it done," Ackman wrote.&nbsp;
FNMA, FMCC Price Action: Fannie Mae shares ended Monday&#8217;s session up 36.14% at $3.39 and Freddie Mac shares closed 33.87% higher at $3.32.
Read Next:
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<li><a href="https://www.benzinga.com/news/legal/24/12/42687945/zelle-became-a-gold-mine-for-fraudsters-consumer-financial-protection-bureau-lawsuit">&nbsp;&#8216;Zelle Became A Gold Mine For Fraudsters&#8217;: Consumer Financial Protection Bureau Lawsuit</a></li>
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Photo: Shutterstock

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