U.S. Insurance Stock News

SERHANT. recently announced a first-of-its-kind collaboration with T-Mobile to bring its SuperMobile 5G network-slicing and satellite-to-cell connectivity to more than 1,300 mobile-first real estate agents across multiple U.S. states, powering the firm’s AI workflow platform S.MPLE and other on-the-go tasks. The deal positions T-Mobile as the connectivity backbone for a high-profile, AI-driven brokerage featured in Netflix’s “Owning Manhattan,” showcasing how its advanced 5G capabilities can...

Early Trial Data Puts Disc Medicine In Focus Disc Medicine (IRON) just put its RALLY-MF Phase 2 data for DISC-0974 on the table, showing meaningful anemia improvements in myelofibrosis patients that could reshape expectations around this small hematology focused pipeline. See our latest analysis for Disc Medicine. The news lands with Disc already in a strong groove, with a roughly 53% 3 month share price return and a 42.65% 1 year total shareholder return hinting that momentum is building...

Itron, Inc. announced that it is working with the City of Tucson | Tucson Water to deploy its AMI Essentials for water bundle, rolling out 250,000 smart water communication modules, cellular Network-as-a-Service, and the Temetra meter data platform to support Tucson’s long-term One Water 2100 conservation plan through 2029. This contract highlights how Itron’s pre-integrated, cloud-based infrastructure can serve small- and mid-sized U.S. water utilities seeking granular consumption data,...

Extra Space Storage (EXR) just tightened its 2025 outlook and teamed up with institutional partners on a roughly $600 million self storage investment platform, moves that come as sector fundamentals finally start to stabilize. See our latest analysis for Extra Space Storage. Even with the new platform and a tighter 2025 outlook, investors are still digesting weaker recent numbers. This shows up in the roughly 13 percent year to date share price decline and negative 1 year total shareholder...

Corporación América Airports (NYSE:CAAP) has quietly outpaced many transportation peers, with shares up roughly 17% this month and about 35% over the past 3 months, drawing attention to its underlying earnings momentum. See our latest analysis for Corporación América Airports. That recent surge in the share price, now around $25.56, caps a strong run where the 30 day share price return of 16.66% and three year total shareholder return of 205.01% suggest momentum is still firmly building...

Universal Technical Institute (UTI) just combined a stronger than expected quarter with fresh insider buying from Coliseum Capital, a pairing that tends to make long term investors sit up and pay attention. See our latest analysis for Universal Technical Institute. Even after a softer 1 day share price move and a roughly 13% 1 month share price pullback to about $24.55, the combination of strong quarterly results and sizable insider buying comes against the backdrop of a powerful 3 year total...

Vail Resorts (MTN) heads into this week’s earnings call with investors laser focused on one thing: whether expected revenue growth across lodging, mountain operations, ski school, and lift tickets can offset a seasonally weak bottom line. See our latest analysis for Vail Resorts. The stock has drifted lower over time despite operational investments, with the share price down sharply on a year to date basis and multi year total shareholder returns still firmly negative. This suggests momentum...

Vita Coco Company (COCO) has quietly turned into one of the stronger consumer names this year, with the stock up around 52% year to date and roughly 48% over the past year. See our latest analysis for Vita Coco Company. That climb has not been a straight line, but the recent 30 day share price return of 27.21 percent and a powerful three year total shareholder return of 303.69 percent suggest momentum is still building as investors reassess Vita Coco Company’s growth profile and risk. If Vita...

Earlier this year, Edison International reported stronger-than-expected Q3 adjusted EPS, helped by higher revenue following the 2025 GRC final decision. At the same time, the company cut its fiscal 2025 core EPS guidance as higher interest expenses and heavy investment in clean energy projects weighed on its outlook. Next, we’ll explore how Edison International’s lowered 2025 earnings guidance amid ambitious clean energy investments reshapes its existing investment narrative. Explore 28 top...

Veeva Systems recently launched Veeva AI Agents for its Vault CRM and PromoMats products, adding tools such as Free Text, Voice, Pre-call, Quick Check, and Content Agents that work within existing workflows to enhance compliance, insight quality, and content review for life sciences customers. This move deepens Veeva’s push into embedded, domain-specific AI, tying its software more tightly to customers’ daily processes and potentially reinforcing its role as a core system-of-record in...

Old Republic International previously declared a regular quarterly cash dividend of US$0.29 per share, payable on December 15, 2025, to shareholders of record on December 5, 2025, lifting its full-year 2025 dividend to US$1.16 per share compared with US$1.06 in 2024. This 9.4% year-on-year dividend increase, alongside earnings that exceeded analyst expectations, highlights management’s confidence in the insurer’s cash generation and commitment to returning capital to shareholders despite...

Recently, Iron Mountain reported that its data center segment is expanding rapidly to serve artificial intelligence demand, guiding for data center revenue growth above 30% in Q4 and more than 25% in 2026 while also raising its upcoming dividend. At the same time, unusually high implied volatility in the January 16, 2026 US$47.50 call options suggests investors are positioning for a substantial move in the stock, reflecting heightened attention on the company’s shift toward higher-growth...

NorthWestern Energy Group (NWE) has quietly delivered a steady climb this year, with shares up about 24% year-to-date and roughly 30% over the past year, outpacing many traditional utility peers. See our latest analysis for NorthWestern Energy Group. That move has come as investors warm to NorthWestern Energy Group’s steady earnings growth and regulated utility profile, with the latest 90 day share price return of nearly 16% suggesting positive momentum, while multi year total shareholder...

Allegiant Travel has partnered with Rocket Travel by Agoda to launch Allegiant Hotels, a new platform that lets Allways Rewards members book and manage hotel stays worldwide while earning or redeeming points, extending coverage across all Allegiant destinations and beyond. This move deepens Allegiant’s loyalty ecosystem by adding a non-flight earning and redemption channel, potentially increasing engagement among more than 20 million rewards members and reinforcing its focus on ancillary...

ESCO Technologies, trading near record levels after a stretch of strong execution, is drawing attention as its growing backlog, higher margins, and faster earnings growth begin to reshape how investors view the business. See our latest analysis for ESCO Technologies. Despite a softer 1 month share price return of negative 8.33%, ESCO’s year to date share price return of 50.70% and 3 year total shareholder return of 120.91% point to momentum that is still very much intact as investors reassess...

Dollar General (DG) has quietly staged a comeback, with the stock up about 25% over the past month and more than 60% year to date, prompting investors to revisit its turnaround story. See our latest analysis for Dollar General. The recent momentum has been fueled by expectations that management’s reset on pricing and store execution can restore growth. A 30 day share price return of 25.25 percent has helped to offset a still weak five year total shareholder return of minus 34.91 percent,...

Granite Construction (GVA) just secured Cybersecurity Maturity Model Certification Level 2, a key credential that keeps the company eligible for a growing slice of federal infrastructure work tied to stricter data security rules. See our latest analysis for Granite Construction. The latest CMMC Level 2 win lands on top of a strong run, with the share price at $108.22 and a robust year to date share price return alongside powerful multi year total shareholder returns. This suggests momentum is...

Vericel recently reported strong third-quarter 2025 results, with revenue of US$67.5 million and earnings per share of US$0.10 both ahead of expectations, while several executives sold small share blocks under pre-arranged trading plans. The combination of broad-based strength across MACI, Epicel, and NexoBrid and early MACI Arthro launch progress reinforced confidence in Vericel’s regenerative therapy portfolio and execution. Next, we’ll explore how Vericel’s earnings beat and MACI Arthro...

PDD Holdings (NasdaqGS:PDD) just dropped its unaudited Q3 2025 numbers, showing revenue growth powered by online marketing and transaction services, while unveiling a massive RMB 100 billion support program for merchants and farmers. See our latest analysis for PDD Holdings. Despite the headline grabbing merchant support program, the share price has cooled off recently, with a 30 day share price return of negative 13.37% but a still respectable 3 year total shareholder return of 36.66%,...

First Busey (BUSE) just dialed up its share repurchase plans, adding 4 million shares to its buyback authorization, a move that often reflects management confidence and a shareholder friendly capital strategy. See our latest analysis for First Busey. The stepped up buyback comes after a steady run in the stock, with a roughly 5 percent year to date share price return to about $24.29, even as the 1 year total shareholder return is still slightly negative. This suggests improving but not...

Invitation Homes (INVH) has quietly slipped over the past month, with shares down about 5% and roughly 18% over the past year, drawing valuation focused investors back to the single family rental giant. See our latest analysis for Invitation Homes. That slide sits on top of a softer trend, with the 1 year total shareholder return down almost 18% and the 5 year total shareholder return barely positive. This hints that momentum is still fading as investors reassess growth and interest rate...

Celldex Therapeutics (CLDX) just kicked off a global Phase 3 trial for barzolvolimab in cold urticaria and symptomatic dermographism, building directly on strong Phase 2 data in patients who failed standard antihistamines. See our latest analysis for Celldex Therapeutics. The Phase 3 launch comes as Celldex’s momentum picks up, with a 30 day share price return of about 30 percent and a solid 1 year total shareholder return, even though the 3 year total shareholder return is still negative. If...

First Commonwealth Financial (FCF) just wrapped up a $25 million share repurchase and secured board approval for a fresh buyback plan, a clear signal of management confidence in the bank’s long term outlook. See our latest analysis for First Commonwealth Financial. That confidence has started to show up in the trading pattern too, with a roughly 5% 1 month share price return helping offset a softer 90 day patch, even as the 1 year total shareholder return remains negative but the 5 year total...

Barclays’ fresh coverage of Teladoc Health (TDOC) has put the virtual care pioneer back on investors’ radar, inviting a closer look at whether the beaten down stock still offers meaningful upside. See our latest analysis for Teladoc Health. Despite Teladoc Health’s latest share price of $7.56 and a soft 90 day share price return of minus 3.08 percent, longer term total shareholder returns remain deeply negative. A five year total shareholder return of minus 96.12 percent highlights how...