U.S. Insurance Stock News

NYSE:HWM
NYSE:HWMAerospace & Defense

Howmet Aerospace Weighs CAM Acquisition Against Higher Debt And Growth Aims

Howmet Aerospace (NYSE:HWM) announced a multi billion dollar plan to acquire Consolidated Aerospace Manufacturing, CAM. The deal will be financed through a major public offering of senior notes, representing a significant new debt commitment. The transaction is positioned as a material expansion of Howmet's aerospace components footprint and customer reach. For shareholders watching NYSE:HWM, this acquisition comes with the stock trading at $249.35 and a very large 3 year return, alongside...
NYSE:ELF
NYSE:ELFPersonal Products

Does e.l.f. Beauty’s (ELF) New Director and Buyback Reset Its Capital Allocation Narrative?

In February 2026, e.l.f. Beauty, Inc. appointed veteran consumer-products executive and former Church & Dwight CEO Matthew Farrell to its Board of Directors as a Class I director, while also completing a US$100.53 million share repurchase program covering 1,587,303 shares announced in August 2024. This combination of adding an experienced operator with deep finance and consumer-brand expertise and returning capital through buybacks could influence how investors assess e.l.f.’s governance...
NasdaqGS:VECO
NasdaqGS:VECOSemiconductor

Is It Time To Reconsider Veeco Instruments (VECO) After Recent Share Price Weakness

If you are wondering whether Veeco Instruments is attractively priced or already fully valued, you are not alone. This article is set up to walk you through what the current share price might be implying. The stock recently closed at US$29.32, with returns of a 10.1% decline over 7 days, an 11.1% decline over 30 days, a 4.0% decline year to date, but a 17.8% return over 1 year, 41.8% over 3 years and 31.4% over 5 years. Recent price moves sit against a backdrop of ongoing interest in...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy (DVN) Margins Weaken As Q4 Production Costs Challenge Bullish Efficiency Narrative

Devon Energy (DVN) has wrapped up FY 2025 with Q4 revenue of US$4.1b, basic EPS of US$0.90 and net income of US$562 million, while the trailing twelve months show revenue of US$17.2b and EPS of US$4.18. Over the past few quarters, revenue has moved between US$3.9b and US$4.3b per quarter with basic EPS ranging from US$0.77 to US$1.42. This gives investors a clear view of how top line and per share earnings have tracked through the year. With trailing net margin of 15.4% and detailed realized...
NYSE:STAG
NYSE:STAGIndustrial REITs

STAG Industrial Dividend Rise And Quarterly Shift Underline Valuation Debate

STAG Industrial (NYSE:STAG) announced a 4% dividend increase and a move from monthly to quarterly payouts. The change follows what management described as strong core financial performance and active acquisition activity. The updated dividend policy is positioned as a reflection of confidence in the company’s financial position. STAG Industrial is a real estate investment trust focused primarily on single tenant industrial properties across the US. For income focused investors, the...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

What KLA (KLAC)'s Reaffirmed Dividend Amid AI Demand Means For Shareholders

KLA Corporation’s board previously affirmed a quarterly cash dividend of US$1.90 per share, paid on March 3, 2026 to shareholders of record as of February 17, 2026, following the stock’s ex-dividend date on February 6, 2026. This dividend decision comes as KLA reports higher recent revenue and earnings, supported by AI infrastructure demand and strength in advanced packaging technologies. With KLA’s dividend reaffirmed amid growing AI and advanced packaging demand, we’ll now explore how this...
NYSE:RSG
NYSE:RSGCommercial Services

Republic Services (RSG) Margin Resilience Challenges Concerns Over Slowing Earnings Growth

Republic Services (RSG) has wrapped up FY 2025 with fourth quarter revenue of US$4.1b and basic EPS of US$1.76, alongside trailing twelve month revenue of US$16.6b and EPS of US$6.86 anchoring the full year picture. The company has seen quarterly revenue move from US$4.0b in Q4 2024 to US$4.1b in Q4 2025, while basic EPS shifted from US$1.63 to US$1.76 over the same period, with trailing twelve month net income at US$2.1b providing added context for earnings power. With trailing net profit...
NYSEAM:TMP
NYSEAM:TMPBanks

Tompkins Financial (TMP) Valuation Check After Recent Share Price Strength And Discounted Earnings Multiple

Tompkins Financial: Recent Performance Snapshot Tompkins Financial (TMP) has attracted fresh attention after a strong past 3 months, with the stock showing a 25.82% total return and an 8.71% move over the past month. See our latest analysis for Tompkins Financial. Despite a small pullback in the past week, Tompkins Financial’s recent 30 day and year to date share price returns, alongside a 1 year total shareholder return of 22.53%, point to momentum that has been building rather than fading...
NYSE:CWH
NYSE:CWHSpecialty Retail

Camping World Weighs Sector RV Strength Against Debt And Cash Flow Strain

LCI Industries recently reported strong results, pointing to firm demand for RV components and active production across the sector. This contrasts with Camping World Holdings' recent earnings, which highlight financial and operational pressure, including debt and weaker cash generation. Investors are weighing robust supplier data against company specific headwinds at Camping World Holdings, NYSE:CWH. For Camping World Holdings, NYSE:CWH, the latest sector read through from LCI Industries...
NYSE:AHL
NYSE:AHLInsurance

A Look At Aspen Insurance Holdings (AHL) Valuation After Recent Steady Share Performance

Why Aspen Insurance Holdings Is On Investors’ Radar Aspen Insurance Holdings (AHL) has drawn attention after recent share moves, with the stock last closing at $37.50. For investors, the current price sets the context for reviewing its fundamentals and recent returns. See our latest analysis for Aspen Insurance Holdings. The recent 1-day share price return of 0.40% ties into a steady pattern, with 30-day and 90-day share price returns of 0.59% and 1.38% suggesting gradually building momentum...
NYSE:DLX
NYSE:DLXCommercial Services

A Look At Deluxe’s (DLX) Valuation As It Shifts Toward Payments And Data Solutions

Deluxe (DLX) has completed a multi year share repurchase program, buying back 4,796,490 shares, or 10.79% of its stock for US$212.55 million, and reported higher revenue and net income for 2025. See our latest analysis for Deluxe. At a share price of US$27.32, Deluxe has seen strong recent momentum, with a 30 day share price return of 11.65% and a 90 day share price return of 44.93%. The 1 year total shareholder return of 62.50% contrasts with a weaker 5 year total shareholder return of a...
NYSE:SPGI
NYSE:SPGICapital Markets

Why S&P Global (SPGI) Is Up 7.3% After Strong 2025 Results And New Climate-Risk Push

In February 2026, S&P Global reported fourth-quarter 2025 sales of US$3,916 million and net income of US$1,134 million, issued full-year 2025 results showing higher sales and earnings than the prior year, and guided to 2026 reported revenue growth of 6.6% to 8.6%. Alongside these results, S&P Global completed a multi-year share repurchase program totaling 27,221,430 shares for US$12.85 billion and drew fresh attention through insider share purchases, new climate-risk data collaborations, and...
NYSE:MTB
NYSE:MTBBanks

A Look At M&T Bank (MTB) Valuation After Its Recent Share Price Momentum

What M&T Bank’s Recent Performance Tells You Right Now M&T Bank (MTB) has drawn attention after a strong recent run in the share price, with the stock around $231.75 and showing double digit gains over the past 3 months and year. For investors watching bank stocks, the company’s mix of commercial, retail, and wealth management services, along with value metrics such as its reported intrinsic discount and value score, is prompting fresh interest in how the current price compares with...
NYSE:MP
NYSE:MPMetals and Mining

Pentagon’s US$400 Million Equity Stake Could Be A Game Changer For MP Materials (MP)

In July 2025, the U.S. Department of Defense made a direct US$400 million preferred equity investment in MP Materials, including warrants, to support its rare earth mine and emerging metals and magnet manufacturing facility in Texas as part of efforts to strengthen domestic supply chains. This government ownership stake highlights MP Materials’ growing role in U.S. national security policy, potentially reshaping how investors view its risk profile and funding access. We’ll now examine how...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

LGI Homes Tests Premium Terrata Brand With California Murieta Hills Launch

LGI Homes (NasdaqGS:LGIH) has opened Murieta Hills, its first Terrata Homes community in California. The launch brings the Terrata Homes brand into a higher priced West Coast market alongside LGI Homes’ core affordable offerings. This move expands the company’s geographic footprint and introduces a higher end product mix within its portfolio. LGI Homes, known for its focus on entry level and affordable single family homes, is adding a premium layer to its portfolio with Terrata Homes in...
NYSE:AR
NYSE:AROil and Gas

Stronger Earnings and 2026 Output Plan Could Be A Game Changer For Antero Resources (AR)

In February 2026, Antero Resources reported fourth-quarter 2025 revenue of US$1,411.63 million and net income of US$193.68 million, alongside full-year revenue of US$5.28 billion and net income of US$634.42 million, while also recording lower property and equipment impairments than the prior year. The company coupled these results with detailed 2026 production guidance centered around roughly 4.1 Bcfe/d and highlighted the early integration of the HG Energy acquisition, reinforcing its scale...
NYSE:WM
NYSE:WMCommercial Services

Does WM’s Earnings Miss and Insider Stock Sales Alter the Long-Term Bull Case for Waste Management?

In February 2026, Waste Management reported that its fourth-quarter 2025 earnings per share and revenue both came in below analyst expectations, while senior executives including Donald J. Smith and Rafael Carrasco disclosed multi-million dollar stock sales following option exercises. At the same time, Waste Management joined the Solid Waste Association of North America as a corporate partner, positioning itself to influence safety and best-practice standards across the waste and resource...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD And TCS Helios AI Deal Highlights India Data Center Opportunity

Advanced Micro Devices (NasdaqGS:AMD) expanded its partnership with Tata Consultancy Services to roll out the Helios AI platform in India. The collaboration targets large scale AI data centers, with a reference design that can support up to 200MW of AI focused capacity. The partners aim to work with hyperscalers and enterprises in India on sovereign AI initiatives using AMD’s data center AI hardware. Advanced Micro Devices, trading at around $200.12, has seen a 74.5% return over the past...
NYSE:TDG
NYSE:TDGAerospace & Defense

Will TransDigm's (TDG) Acquisition-Funded Debt Raise and Guidance Hike Redefine Its Earnings Narrative?

In recent days, TransDigm Group completed US$1.20 billion of 6.125% Senior Subordinated Notes due 2034 and secured US$800 million of new term loans maturing in 2033 to help fund its pending acquisitions of Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings, while also reporting strong results and raising full-year guidance. This combination of acquisition-focused financing and upgraded outlook, underpinned by robust commercial aftermarket demand and recovering...
NYSE:FUN
NYSE:FUNHospitality

Why Six Flags Entertainment (FUN) Is Down 9.9% After Posting 2025 Losses But Stronger Guest Spending

Six Flags Entertainment Corporation has reported its fourth quarter and full-year 2025 results, with quarterly revenue of US$650.09 million and a quarterly net loss of US$92.38 million, alongside full-year revenue of US$3.10 billion and a full-year net loss of US$1.60 billion. The company highlighted improving quarterly losses after its merger with Cedar Fair, stronger per-guest spending, ongoing park investments, and a refinancing of its 2027 notes, while also opening the new family-focused...
NYSE:OMC
NYSE:OMCMedia

Assessing Omnicom Group (OMC) Valuation After Recent Mixed Share Price Performance

Omnicom Group stock: what recent performance says about investor sentiment Omnicom Group (OMC) has been on the radar for investors after a mixed stretch, with the stock up 3.2% over the past day and 1.2% over the past week, but showing weaker returns over longer periods. Over the past month, Omnicom has recorded a 12.1% decline, with a 1.9% decline over the past 3 months and a 13% decline over the past year. The stock is also down 13.7% year to date, which sets the context for how some...
OTCPK:QDMI
OTCPK:QDMIInsurance

QDM International (OTCPK:QDMI) Q3 EPS Recovery Tests Rich Valuation Narratives

QDM International (OTCPK:QDMI) has put fresh numbers on the board for Q3 2026, reporting total revenue of US$4.8 million and basic EPS of US$0.15 from net income of US$1.3 million. Trailing twelve month EPS stands at US$0.66 on revenue of US$17.1 million and net income of US$5.5 million. The company has seen quarterly revenue move from US$1.6 million in Q3 2025 to US$4.8 million in Q3 2026. Over the same span, basic EPS has ranged from US$0.08 in Q3 2025 through a low of a loss of US$0.07 in...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Rocket Lab Balances Hypersonic Defense Growth With Volatile Share Performance

Rocket Lab is deepening its role in U.S. hypersonic defense testing, with the upcoming Cassowary Vex mission alongside the Defense Innovation Unit and Hypersonix. This will be the company’s fourth major hypersonic mission in six months, focused on restoring U.S. hypersonic test capability. In parallel, Rocket Lab has reached its 80th successful Electron launch, extending a recent run of completed missions. Rocket Lab, NasdaqCM:RKLB, is drawing fresh attention as it pairs a growing...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Assessing Coupang (CPNG) Valuation After Cross Border Growth Wins With US Health Brands

Recent news around Kate’s Real Food and Healthy Origins using Coupang (CPNG) to reach customers in South Korea and Taiwan has drawn renewed attention to how its platform supports cross border growth for consumer brands. See our latest analysis for Coupang. The cross border wins with Kate’s Real Food and Healthy Origins arrive at a time when Coupang’s share price has been under pressure, with a 30 day share price return of 14.58% decline and a 90 day share price return of 32.04% decline, even...