U.S. Insurance Stock News

In recent years, UMB Financial has reported multi-year gains in net interest income and earnings per share, alongside faster growth in tangible book value per share, highlighting improving profitability and balance sheet strength. Crucially, the acceleration in tangible book value per share over the last two years points to a strengthening capital base that underpins future flexibility in lending and growth initiatives. Next, we will examine how this acceleration in tangible book value...

Earlier this week, UBS reaffirmed its positive rating on Hexcel and expressed increased confidence in the company’s prospects, highlighting analyst Gavin Parsons’ continued support. What stands out is that this upbeat commentary reinforces a broader pattern of analyst optimism around Hexcel’s position in aerospace and defense composites. With this renewed analyst confidence in mind, we’ll now examine how it may influence Hexcel’s existing investment narrative and risk profile. We've found 12...

In the past few days, Allegion plc has prepared to release its fiscal Q4 2025 results, with analysts expecting an 8.1% year-on-year increase in earnings per share and pointing to a four-quarter streak of beating Wall Street forecasts. The consistently higher-than-expected earnings and current "Moderate Buy" analyst rating suggest investors are paying close attention to how Allegion executes on its access security growth plans. We’ll now examine how Allegion’s history of outperforming...

ePlus Inc. appointed Mike Portegello to its Board of Directors on January 6, 2026, adding him to both the Audit and Compensation Committees and bringing more than 37 years of accounting, finance, and capital markets experience to the company. Portegello’s blend of global audit leadership at Ernst & Young, advisory work with emerging tech and generative AI companies, and recent corporate governance training introduces a deeper layer of financial and technology oversight that could influence...

Symbotic Inc. recently announced it will release its first-quarter fiscal 2026 results on 4 February 2026 and has seen heightened investor activity ahead of that date, with profit-taking, sector rotation and mixed analyst commentary shaping trading in the weeks leading up to the earnings report. Amid expectations for very large year-over-year EPS growth and solid revenue expansion, investors are weighing high valuation, execution risks on large automation deployments, and evolving leadership...

Why Great Lakes Dredge & Dock (GLDD) is on investors’ radar Great Lakes Dredge & Dock (GLDD) has drawn attention after a period of strong recent returns, with the stock up over the past week, month and past 3 months, prompting investors to reassess its risk reward profile. See our latest analysis for Great Lakes Dredge & Dock. That recent burst of momentum, with a 7 day share price return of 12.32% and a 90 day gain of 35.54%, sits alongside a 1 year total shareholder return of 24.38%. This...

In January 2026, Delek US Holdings released a new investor presentation outlining its Enterprise Optimization Plan, expected cash flow enhancements, and capital allocation priorities, alongside benefits from recent EPA small refinery exemption relief that is projected to unlock US$400 million in cash and add US$200 million in annual cash flow. The company is also planning a major turnaround at its Big Spring refinery in early 2026 to improve reliability, optimize its crude slate, and enhance...

Recently, analysts highlighted D.R. Horton ahead of its past financial results release, with consensus expectations of earnings of $1.92 per share and attention on how the builder is managing current housing-market challenges. The discussion also underscored D.R. Horton’s solid balance sheet and the tougher competitive backdrop, framing upcoming results as an important gauge of its resilience. With analysts focused on D.R. Horton's earnings release and housing headwinds, we'll assess how...

Wondering whether Lennar's current share price truly reflects its underlying value, or if the market is mispricing this homebuilder? This article is built to help you think that through clearly. Lennar's shares last closed at US$118.59, with a 30 day return of 9.8%, a year to date return of 13.8%, a 1 year return of a 7.8% decline, and longer term 3 year and 5 year returns of 38.6% and 63.0% respectively. Recent price moves sit against a backdrop of ongoing attention on US housing demand,...

If you are wondering whether Organon’s current share price reflects its underlying worth, you are not alone. This article focuses on how its market price compares with its estimated value. Organon’s stock last closed at US$8.76, with recent returns of 8.8% over 7 days, 28.3% over 30 days and 21.0% year to date, while the 1 year and 3 year returns stand at 42.9% and 67.6% declines. These moves come against a backdrop of ongoing attention on Organon’s role in the pharmaceuticals and biotech...

In early January 2026, MSC Industrial Direct reported past first-quarter 2025 results showing sales of US$965.68 million and net income of US$51.8 million, with basic and diluted earnings per share from continuing operations of US$0.93, all higher than the prior year period. The company also expanded its board to ten members, appointing Martina McIsaac as a director and naming former CEO Erik Gershwind as Non-Executive Vice Chair, hinting at an emphasis on governance and leadership...

Why Alkermes (ALKS) Is On Investors’ Radar Today Alkermes (ALKS) has drawn fresh attention after recent trading, with the share price around $31.63 and a mix of short term and longer term returns that give investors more data to work with. Over the past week the stock shows a 6.6% move, with about 1.3% over the latest day. Looking slightly longer, the month return is 11.2%, compared with about 2.1% over the past 3 months and 7.3% over the past year. See our latest analysis for...

In November 2025, Visby Medical announced that Quest Diagnostics’ consumer platform, questhealth.com, added the FDA-authorized at-home Visby Women’s Sexual Health Test for rapid STI detection, expanding national access to 30-minute, at-home PCR testing for chlamydia, gonorrhea, and trichomoniasis. This move highlights Quest’s push into consumer-initiated women’s health testing, addressing significant gaps in timely STI diagnosis and treatment that can affect fertility. Next, we’ll examine...

Why Hilton Grand Vacations stock is back in focus Morgan Stanley’s downgrade of Hilton Grand Vacations (HGV), following an earnings miss, higher loan loss provisions, and deeper rental business losses, has pushed the stock lower and sharpened attention on its profitability and balance sheet. See our latest analysis for Hilton Grand Vacations. That downgrade, driven by higher loan loss provisions and rental business pressure, came after a period where the share price had delivered a 9.21% 3...

Steel Dynamics (STLD) has drawn investor interest after recent trading left the shares with a mixed short term performance, including a 1 day decline and modest moves over the week and past month. See our latest analysis for Steel Dynamics. While the latest 1 day share price return of 0.87% and a flat 30 day move suggest some hesitation, the 90 day share price return of 18.66% and 1 year total shareholder return of 39.95% point to momentum that has been stronger over longer periods. The 5...

MoonLake Immunotherapeutics (NasdaqCM:MLTX) is back in focus after fresh FDA feedback allowed the company to move ahead with a Biologics License Application for Sonelokimab in hidradenitis suppurativa using existing trial data. See our latest analysis for MoonLake Immunotherapeutics. The FDA update has arrived after a volatile stretch for MoonLake, with a 30 day share price return of 25.17% and a 90 day share price return of 79.16%, even as the 1 year total shareholder return sits at a 61.74%...

If you are wondering whether Kimberly-Clark is attractively priced right now, the key question is how its current share price lines up against the value of its cash flows and assets. The stock last closed at US$99.32, with returns of 1.4% over 7 days, a 1.3% decline over 30 days, a 2.1% decline year to date, and an 18.7% decline over the past year. The 3 year and 5 year returns are 17.7% and 9.8% declines respectively. Recent news around Kimberly-Clark has focused on broader investor...

PNC Financial Services Group (PNC) closed out FY 2025 with fourth quarter revenue of US$5.9 billion and basic EPS of US$4.88. This set the tone for a year where trailing twelve month revenue reached US$22.3 billion and EPS came in at US$16.71. Over the past year, net profit margin moved to 29.7% from 26.5%, alongside trailing earnings growth of 20.4%. This frames a results season where higher profitability and a 3.05% dividend yield sit at the center of the story for investors watching how...

Marqeta, Inc. has appointed Patti Kangwankij as Chief Financial Officer, effective February 9, 2026, and its board has authorized a US$100 million share repurchase program, while recent filings also show stock sales by a director and the Chief Administrative Officer. The combination of a seasoned CFO with deep payments experience and a sizeable buyback authorization points to a sharpened focus on capital allocation and financial discipline. We’ll now examine how the new CFO appointment,...

IDT Corporation recently reported past record quarterly results, with a 4% rise in consolidated revenue and a 31% increase in earnings per share, while shareholders approved changes to its equity incentive plan and CFO Marcelo Fischer sold 7,929 Class B shares in mid‑January 2026. This combination of stronger profitability, refreshed performance‑linked compensation, and insider selling offers fresh insight into how IDT is aligning executive incentives with recent operating momentum. We’ll...

Gorilla Technology Group recently announced three project wins in Taiwan across public safety, port operations, and environmental protection, alongside a multi-year, approximately US$1.40 billion AI-ready data center partnership in Southeast Asia and an investment in Astrikos.ai to strengthen its AI infrastructure offerings. Together with record Q3 2025 results, 2026 revenue guidance of US$137–$200 million, and a growing project pipeline, these developments highlight Gorilla’s push to scale...

In recent weeks, Twilio has attracted heightened attention as analysts and investors reacted to positive earnings and revenue growth forecasts alongside cautious ratings, insider share sales, and rising short interest, all against a backdrop of broader tech-sector volatility earlier this month. This mix of improving earnings expectations and more skeptical sentiment offers a useful lens for understanding how market perception can disconnect from operating performance for...

If you are wondering whether iRhythm Holdings at around US$167 a share still offers value, the key question is how its current price lines up with what the business may reasonably be worth. The stock has had a mixed run, with a 6.8% decline over the last week and a 4.0% decline over the last month, but a 54.3% return over the past year and a 67.3% return over three years add important context to that picture. Recent coverage has focused on iRhythm Holdings as a listed medical device company...

LyondellBasell Industries recently reported weak earnings marked by significant one-time write-offs, raising concerns about its ability to sustain its currently high dividend payout in a difficult chemicals market. These developments have sharpened investor focus on whether the company’s cost-cutting efforts and portfolio reshaping can offset prolonged industry headwinds and protect shareholder returns. Against this backdrop of weak earnings and dividend uncertainty, we will assess how the...