U.S. Insurance Stock News

In recent days, commentary around Travelers Companies has emphasized its improved pre-tax profit margins, stronger earnings per share helped by share repurchases, and expectations for faster growth in book value per share, highlighting a period of stronger operating performance in the past. An interesting takeaway is how Travelers’ disciplined capital management, particularly buybacks, is amplifying earnings per share growth even as it focuses on underwriting profitability. We’ll now...

Neurocrine Biosciences (NBIX) is in focus after new real world clinician survey data on INGREZZA for mild tardive dyskinesia highlighted improvements in uncontrolled movements, daily functioning, independence and work or school participation. See our latest analysis for Neurocrine Biosciences. The fresh real world INGREZZA data lands while Neurocrine Biosciences’ share price sits at US$154.67, with a 30 day share price return of 17.54% and a 1 year total shareholder return of 28.29%, pointing...

American States Water (AWR) is back in focus after its first quarter earnings update, which showed year over year growth in sales and net income and reinforced recent positive sentiment around its earnings outlook. See our latest analysis for American States Water. At a share price of $75.96, American States Water has a 90 day share price return of 3.38% and a year to date share price return of 5.12%, while the 1 year total shareholder return is slightly down 1.16%, suggesting recent momentum...

CorVel (CRVL) just posted its FY 2026 third quarter numbers, reporting revenue of US$235.6 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$941.5 million and EPS of US$2.06. These figures sit against 19.9% net earnings growth and an 11.2% net margin over the past year. Over recent quarters, the company has reported revenue moving from US$224.4 million in Q2 FY 2025 to US$239.6 million in Q2 FY 2026, while quarterly EPS has ranged between US$0.46 and US$0.54 across...

Earlier in May 2026, Uber Technologies increased its ownership stake in Delivery Hero to 19.5% and saw renewed interest from institutional investors, including a sizeable first‑quarter share purchase by David Tepper’s Appaloosa Management. This combination of a larger position in a major international food delivery platform and visible hedge fund backing highlights how investors are focusing on Uber’s expanding food delivery footprint and its push into AI- and AV-enabled services. We’ll now...

Why Korn Ferry’s flatlining growth is back in focus Fresh analysis of Korn Ferry (KFY) highlights two years of largely flat revenue, weaker free cash flow margins, and declining return on invested capital, prompting investors to reassess how resilient the stock’s profitability profile really is. See our latest analysis for Korn Ferry. Despite headlines around weaker cash generation, Korn Ferry’s recent 1-day share price return of 1.35% and 90-day share price return of 5.39% sit alongside a...

Golar LNG (NasdaqGS:GLNG) has opened Q1 2026 earnings season with a backdrop of trailing 12 month revenue of US$393.5 million and basic EPS of US$0.64, alongside year over year earnings growth of 29.2% and a reported net margin of 16.7% versus 19.5% a year earlier. Over recent quarters, the company has seen quarterly revenue move from US$65.9 million in Q4 2024 to US$132.8 million in Q4 2025, with basic EPS shifting from US$0.04 to US$0.10 over the same period. This sets up a results picture...

Ghana’s mining regulator has directed AngloGold Ashanti (NYSE:AU) to transition certain mining operations to local contractors by December 2026. The mandate applies to AngloGold Ashanti and other operators in the country, setting a defined timeline for greater use of Ghanaian contractors. The change introduces a new regulatory requirement that could influence how AngloGold Ashanti structures its operations and engages with local suppliers. For investors watching NYSE:AU, this policy move...

Refinancing move puts focus on debt costs and liquidity Innovative Industrial Properties (IIPR) recently closed a US$56.5 million secured term loan, a refinancing step that may affect the REIT’s interest expenses, collateral mix, and flexibility as it retires maturing unsecured notes. See our latest analysis for Innovative Industrial Properties. The refinancing news comes as momentum has been improving, with a 21.23% 90 day share price return and a 17.37% total shareholder return over the...

Credicorp (BAP) is back in focus after reporting record first quarter 2026 net income of S/2,063.2 million, along with improved asset quality metrics and a larger revenue contribution from its digital payments platform Yape. See our latest analysis for Credicorp. The record first quarter, higher dividend and upcoming leadership changes have kept Credicorp in the spotlight, with the stock showing a 16.36% year to date share price return and a very large 219.70% five year total shareholder...

Infinity Natural Resources (NYSE:INR) nearly doubled production following the integration of a major $1.2b asset acquisition from Antero. The integration marks a step change in the company’s operational scale within the natural gas segment. This development goes beyond routine quarterly updates, reshaping Infinity Natural Resources' production profile and operating footprint. Infinity Natural Resources now appears meaningfully different in size and scope than it did before the Antero deal,...

Aeva Technologies, Inc. reported first-quarter 2026 results, with revenue rising to US$6.26 million from US$3.37 million a year earlier, while net loss remained broadly unchanged at US$34.98 million and basic and diluted loss per share from continuing operations improved to US$0.56 from US$0.64. The company also delivered initial C-sample units of its Atlas 4D LiDAR sensors to Daimler Truck North America and Torc Robotics for future SAE Level 4 autonomous Class 8 semi-trucks, underscoring...

Fair Isaac (NYSE:FICO) has secured T-Mobile as a major client, with the carrier adopting the FICO Platform to revamp customer onboarding, including broadband and IoT services. The company has also launched the next-generation UltraFICO Score, which uses consumer-permissioned banking data to support more precise credit decisions and credit access. These developments arrive as NYSE:FICO trades at $1,230.23, with the stock up 15.6% over the past week and 15.7% over the past 30 days. For...

In May 2026, Piper Sandler Companies added John Mori and Eric Friel as managing directors to launch a new distressed debt and special assets group within its fixed income division, sourcing and trading specialized credit products tied to financially stressed or bankrupt companies. An important insight is that this new group will partner closely with Piper Sandler’s investment banking, capital markets and restructuring teams, potentially deepening the firm’s role across complex credit...

ECARX Holdings (NasdaqGM:ECX) opened 2026 with Q1 revenue of US$131.5 million and a basic EPS loss of US$0.03. Net income excluding extra items showed a loss of US$10.6 million as the company continued to invest behind its platform. The company has seen quarterly revenue move between US$152.7 million and US$304.7 million over the past year, while basic EPS has ranged from a loss of US$0.13 to a small profit of US$0.01. This gives investors a clear view of how top line scale and earnings...

Analog Devices (ADI) has just posted another solid quarter, with Q1 2026 revenue of US$3.2b and basic EPS of US$1.70 helping drive trailing 12 month revenue to US$11.8b and EPS to US$5.50, alongside a 73% earnings lift over the past year and a net profit margin now at 23% versus 16.8% a year ago. Over recent periods the company has seen revenue move from US$2.4b and EPS of US$0.79 in Q1 2025 to US$3.2b and EPS of US$1.70 in Q1 2026, with trailing 12 month EPS stepping from US$3.15 to US$5.50...

Recent performance snapshot Comfort Systems USA (FIX) has drawn investor attention after a period of strong share price moves, with the stock up 9.3% over the past month and 33.6% over the past 3 months. Over longer horizons, total returns of 82.9% year to date and roughly 3x over the past year, alongside multi year figures described as very large, have many investors reassessing what is already priced into the current US$1,835.51 share price. See our latest analysis for Comfort Systems...

In recent weeks, the Government of Canada signed two amendments to its CC-130J Hercules contract with Lockheed Martin, adding US$462.5 million for extended in-service support through June 2029 and an estimated US$684.3 million for RCAF 105 upgrades, while the Pentagon awarded Lockheed Martin a US$879.1 million F-35 armament equipment contract running to 2030. Together with Lockheed Martin’s new role as preferred combat systems integrator for Australia’s future Virginia-class submarines and...

Over the past two weeks, NIQ Global Intelligence (NYSE:NIQ) launched new AI-powered platforms, including Motivations IQ in partnership with GOcxm. The company introduced Price & Promo Optimizer, a unified, AI-driven revenue growth management platform for brands and retailers. NIQ also expanded integration between its Brandbank and RangeMe units to give retailers earlier and broader visibility on wellness and functional product trends. NIQ Global Intelligence, trading at $8.56, has seen its...

Recent share performance and business profile Axos Financial (AX) has attracted fresh attention after a recent share move, with the stock up 2.8% on the day and 3.8% over the past week, yet down over the past month and past 3 months. At a last close of US$85.97 and a market value of about US$4.8b, Axos Financial operates a primarily US focused consumer and business banking platform, with additional securities and wealth management services. See our latest analysis for Axos Financial. The...

Western Digital (WDC) just moved post quantum security from theory to hardware, integrating NIST approved post quantum cryptography into its high capacity Ultrastar UltraSMR hard drives, which are now in qualification with multiple hyperscale customers. See our latest analysis for Western Digital. The PQC hard drive launch sits alongside a sharp share price move, with Western Digital posting a 30 day share price return of 22.86% and a 90 day share price return of 61.46%. The 1 year total...

In May 2026, EVERTEC, Inc. announced it had entered into a strategic agreement with Chilean payment operator Transbank, under which EVERTEC will operate Transbank’s transactional scope and selected platforms to provide enhanced technology and services. This partnership deepens EVERTEC’s role in Latin America’s payment infrastructure and aligns with its goal of expanding high-value, recurring technology services across the region. We’ll now examine how EVERTEC’s new role operating...

Lantheus Holdings, Inc. reported first-quarter 2026 results with sales of US$377.33 million and net income of US$118.42 million, reaffirming full-year 2026 revenue guidance of US$1.40 billion to US$1.45 billion. The company also highlighted upcoming ASCO 2026 presentations on its investigational therapy LNTH-2403 in relapsed/refractory osteosarcoma and real-world prostate cancer imaging data, underscoring how its pipeline and existing radiodiagnostics may influence future clinical...

Target (TGT) opened Q1 2027 earnings season with recent quarterly revenue ranging from about US$23.8 billion to US$30.5 billion in 2026 and Basic EPS between US$1.52 and US$2.41, while trailing 12 month EPS sat in the US$8.2 to US$9.1 range and net income sat between US$3.7 billion and US$4.2 billion. Over the past few quarters, the company has seen revenue move between US$25.2 billion and US$30.9 billion and Basic EPS shift within the low to mid US$2 range, setting the backdrop for how you...