U.S. Insurance Stock News

NYSE:UAA
NYSE:UAALuxury

Should Analyst Optimism and Insider Buying Around Mixed News Flow Require Action From Under Armour (UAA) Investors?

In late January 2026, Under Armour drew attention as analysts flagged the possibility of an earnings beat despite an expected year-over-year decline in December-quarter revenue and profit, while the company also lost an appeal over a US$100 million Directors & Officers insurance claim and saw its Chief Product Officer depart on February 2. Investor interest was further stirred by significant open-market share purchases totaling more than two million shares by major shareholder V. Prem Watsa...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Halozyme Therapeutics (HALO) Is Up 6.6% After Lifting Guidance And Expanding ENHANZE Beyond Oncology

In late January 2026, Halozyme Therapeutics raised its 2026 revenue guidance to a range of US$1.71 billion to US$1.81 billion and projected 2025 revenue between US$1.39 billion and US$1.40 billion, indicating strong anticipated business momentum. Analysts have highlighted the ENHANZE drug‑delivery platform’s expansion into areas such as inflammatory bowel disease and obesity as a material driver of Halozyme’s long‑term growth opportunity beyond oncology. We’ll now examine how the upgraded...
NYSE:U
NYSE:USoftware

Unity Software Faces Project Genie Uncertainty With Shares Flagged Undervalued

Google has introduced Project Genie, an AI world creation tool that can generate interactive virtual environments in real time. The news has coincided with a sharp drop in Unity Software's (NYSE:U) share price and heightened debate about the future role of traditional game engines. Unity's leadership is highlighting potential synergy with generative AI, while investors weigh both the risks and possible partnerships with Google. For Unity Software, the timing of Project Genie is sensitive,...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Is It Too Late To Consider Ramaco Resources (METC) After A 102% One-Year Surge?

If you are wondering whether Ramaco Resources at around US$18.64 is still offering value or starting to look stretched, you are not alone. The stock has delivered a 101.8% return over the last year and a very large gain over five years, even though the 7 day return of a 15.6% decline and the year to date return of a 0.4% decline suggest recent trading has been more muted. Recent coverage has focused on Ramaco Resources as investors reassess coal names and related materials stocks, with...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Completed Buyback And Leadership Shift Could Be A Game Changer For Columbia Banking System (COLB)

In January 2026, Columbia Banking System reported full-year 2025 results showing higher net interest income of US$2,003 million and net income of US$550 million, alongside slightly lower earnings per share and modestly higher quarterly net charge-offs. The company also completed a US$100 million share repurchase program and expanded CEO Clint Stein’s responsibilities to include Chair of the Board, highlighting an emphasis on capital returns and boardroom continuity after the Pacific Premier...
NYSE:EMN
NYSE:EMNChemicals

Eastman Chemical Targets Fibers Turnaround With Cost Cuts And ETP Project

Eastman Chemical (NYSE:EMN) is pushing ahead with cost reductions and product diversification to stabilize its Fibers business. The company is advancing its ETP project, aimed at improving profitability within the Fibers segment. These moves are intended to address challenging market conditions and support future earnings for the Fibers portfolio. Eastman Chemical, trading at $71.48, has seen mixed share performance, with a 3.8% return over the past week and 11.1% over the past month,...
NasdaqGS:TOWN
NasdaqGS:TOWNBanks

TowneBank (TOWN) Valuation Check After Multi Year Shareholder Returns And Premium P/E Multiple

Why TowneBank (TOWN) is on investor watch TowneBank (TOWN) has caught investor attention after a period where the share price, recent returns, and underlying business results all point to a bank with multiple levers driving its current valuation. See our latest analysis for TowneBank. The recent move in TowneBank's share price to US$35.66 sits against a 30 day share price return of 7.34% and a 90 day return of 9.45%. Longer term total shareholder returns of 26.55% over three years and 57.19%...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Assessing Aura Minerals (NasdaqGS:AUGO) Valuation After Record Production And Reaffirmed Buy Rating

Aura Minerals (AUGO) is back in focus after reporting record preliminary Q4 and full year 2025 production, with output in the quarter up 23% year over year and supported by firm conditions in the gold sector. See our latest analysis for Aura Minerals. Despite the latest production update, Aura Minerals’ share price has been volatile, with a 1-day share price return of a 3.8% decline and a 7-day share price return of an 11% decline. This is set against a 30-day share price return of 22.54% and...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Nexstar Holds Dividend While Advancing TEGNA Deal And FCC Approvals

Nexstar Media Group kept its quarterly dividend unchanged while preparing financing for its pending acquisition of TEGNA. The company is directing excess cash toward the TEGNA deal and debt reduction rather than raising the dividend. Nexstar has filed FCC applications for broadcast license transfers and requested related regulatory waivers as part of the transaction process. Nexstar Media Group, NasdaqGS:NXST, is holding its quarterly dividend steady even as it advances work on the TEGNA...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

US Stock Market Today: S&P 500 Futures Edge Higher On Factory Rebound And Firm Yields

The Morning Bull - US Market Morning Update Tuesday, Feb, 3 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.2% to 0.3%, as investors weigh stronger factory activity against steady borrowing costs. The ISM Manufacturing PMI registered 52.6 in January 2026, its first expansion in a year, which signals factories are getting busier and hiring is improving. A similar score of 52.4 from the S&P Global US Manufacturing PMI points to firmer demand but...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

Why Iovance (IOVA) Is Down 9.7% After Moving From Development To Commercial Stage Operations

Iovance Biotherapeutics recently marked its shift from a development-stage to a commercial-stage biotech, highlighting progress in launching its tumor-infiltrating lymphocyte therapy and advancing regulatory and clinical efforts. This transition is drawing increased attention from Wall Street analysts, whose more constructive views center on how well Iovance executes its first commercial rollout. Next, we’ll explore how Iovance’s move into commercial-stage operations could reshape its...
NYSE:MRSH
NYSE:MRSHInsurance

Marsh & McLennan (MRSH) Valuation Check After Strong Earnings AI Push And Capital Returns

Marsh & McLennan Companies (MRSH) is back in focus after reporting fourth quarter and full year 2025 earnings alongside an updated capital allocation plan, highlighting a combination of revenue growth, growing net income and ongoing buybacks. See our latest analysis for Marsh & McLennan Companies. At a share price of US$188.25, Marsh & McLennan has seen a 7 day share price return of 2.5% and a 90 day share price return of 4.29%, while the 1 year total shareholder return of 12.67% decline...
NasdaqGS:DVAX
NasdaqGS:DVAXBiotechs

Assessing Dynavax Technologies (DVAX) Valuation After Recent Share Price Momentum And Ongoing Pipeline Investment

Key snapshot of Dynavax Technologies Dynavax Technologies (DVAX) has drawn investor attention recently as its shares trade around $15.49, with returns roughly flat over the past month and a gain over the past 3 months. The commercial stage vaccine maker reports annual revenue of about US$330.514 million and a net loss of roughly US$43.401 million, giving investors a mix of established product sales and ongoing investment in its pipeline. See our latest analysis for Dynavax Technologies. While...
NasdaqGS:SFNC
NasdaqGS:SFNCBanks

Is Simmons First National's (SFNC) NIM-Focused, Buyback-Pausing Strategy Reframing Its Earnings Narrative?

Simmons First National Corporation recently reported fourth-quarter 2025 results, with net interest income rising to US$197.3 million and net income reaching US$78.08 million, while also recording net loan charge-offs of US$48.75 million. Management’s emphasis on net interest margin expansion, progress on legacy credit issues, and a pause in share repurchases points to a cautious but earnings-focused approach. With the shares posting gains over the past week, we’ll examine how stronger net...
NYSE:BMI
NYSE:BMIElectronic

Badger Meter (BMI) Is Down 12.5% After Strong 2025 Results And PRASA Win - What's Changed

Badger Meter, Inc. recently reported fourth-quarter 2025 sales of US$220.71 million and net income of US$33.58 million, with full-year 2025 sales reaching US$916.66 million and net income of US$141.63 million, all higher than a year earlier. Alongside this earnings growth, management highlighted winning the PRASA AMI smart water project in Puerto Rico, underlining the expanding role of its BlueEdge smart infrastructure platform and recurring software and services in supporting its core...
NYSE:CTRA
NYSE:CTRAOil and Gas

A Look At Coterra Energy’s (CTRA) Valuation After Recent Share Price Moves

Why Coterra Energy (CTRA) is on investor watchlists today Coterra Energy (CTRA) has attracted fresh attention after recent share price moves, with the stock showing mixed short term performance but positive returns over the month and past 3 months. That pattern, combined with the company’s current valuation metrics and profitability profile, has prompted investors to take a closer look at how its operations and financials stack up within the US oil and gas sector. See our latest analysis for...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Institutional Interest Rises As Depop Growth Refocuses Etsy Valuation Story

A large institutional investor has increased its stake in Etsy, making NYSE:ETSY one of its biggest holdings. Depop, Etsy's fashion resale platform, has become an important growth engine, now representing a meaningful share of total gross merchandise sales. These moves highlight growing institutional interest in Etsy and a shift in where the company's commerce activity is coming from. Etsy's share price sits at $53.61, with returns over the past 3 years and 5 years showing declines of 62.9%...
NYSE:SNDR
NYSE:SNDRTransportation

Will Schneider’s Leadership Shift and Boosted Payouts Reshape Schneider National's (SNDR) Capital Allocation Narrative?

Schneider National, Inc. recently reported fourth-quarter 2025 results showing sales of US$1,399.6 million but lower net income of US$22.1 million, while also announcing a planned 2026 leadership transition, a quarterly dividend increase to US$0.10 per share, and a new three-year US$150 million share repurchase program. Together, these moves highlight Schneider’s emphasis on orderly succession, ongoing cash returns to shareholders, and measured use of buybacks to offset equity...