U.S. Insurance Stock News

NasdaqGM:NBN
NasdaqGM:NBNBanks

Why Northeast Bank (NBN) Is Up 8.8% After Mixed Q2 Results and Rising Loan Losses

Northeast Bank recently reported past second-quarter and six-month results to December 31, 2025, showing slightly higher net interest income but lower quarterly net income and earnings per share compared with a year earlier, alongside a Board-approved US$0.01 per share cash dividend payable on February 25, 2026. The quarter also featured a rise in net charge-offs to US$2,942,000 from US$869,000 a year ago, raising fresh questions about loan portfolio quality even as earnings for the...
NYSE:SIG
NYSE:SIGSpecialty Retail

Is It Too Late To Consider Signet Jewelers (SIG) After Its 1-Year 86.6% Rally?

If you are wondering whether Signet Jewelers at around US$97 a share still offers value, you are not alone. This article is designed to help you frame that question clearly. The stock has recent returns of 5.1% over 7 days, 15.0% over 30 days, 12.6% year to date and 86.6% over 1 year, which naturally raises questions about how much of the story is already reflected in the price. Those moves come as investors continue to focus on Signet's position as a large listed jewelry retailer and how...
NYSE:AB
NYSE:ABCapital Markets

AllianceBernstein Holding (AB) Is Down 7.3% After Record AUM And Higher Payout Amid Lower Profit

AllianceBernstein Holding L.P. has reported full-year 2025 net income of US$299.84 million, down from US$423.37 million a year earlier, alongside fourth-quarter earnings that exceeded analyst expectations and record assets under management of US$867 billion. Despite lower annual profit, the firm increased its cash distribution to US$0.96 per unit and highlighted growth initiatives such as expanding commercial mortgage lending and enhancing biodiversity and water-risk assessment across...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO) Is Up 7.4% After Strong Q4 Results And Dividend Declaration - Has The Bull Case Changed?

Terreno Realty Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue of US$137.48 million and net income of US$158.22 million for the quarter, alongside a regular quarterly cash dividend of US$0.52 per share payable on April 10, 2026. The sharp year-over-year increase in earnings per share and strong funds from operations of US$86.5 million highlight how efficiently the REIT’s industrial portfolio has been working for shareholders. Against this backdrop,...
NYSE:IT
NYSE:ITIT

Why Gartner (IT) Is Down 25.4% After Soft 2026 Outlook And Massive New Buyback Plan

In early 2026, Gartner, Inc. reported fourth-quarter 2025 results showing higher sales and revenue than a year earlier but lower net income and earnings per share, alongside completing a long-running US$6.43 billion share repurchase program and expanding its buyback authorization to US$7.50 billion. At the same time, Gartner issued weaker-than-expected 2026 guidance amid client hesitation related to artificial intelligence, while adding AI expert Daniela Rus and seasoned investor Edward...
NYSE:INVX
NYSE:INVXEnergy Services

Is Innovex International (INVX) Offering Value After 59% One-Year Share Price Gain?

If you are wondering whether Innovex International at US$25.35 is offering fair value right now, starting with the recent share performance and current valuation checks can help frame that question clearly. The stock has returned 2.0% over the last 7 days, 7.9% over 30 days, 11.3% year to date, and 58.6% over the past year. These figures provide important context for thinking about risk and potential future returns. Recent coverage has focused on Innovex International's positioning in the...
NYSE:LC
NYSE:LCConsumer Finance

A Look At LendingClub (LC) Valuation After Earnings Beat Guidance Credit Gains And Buyback Completion

Why LendingClub’s latest earnings are drawing attention LendingClub (LC) just reported fourth quarter and full year 2025 results, pairing higher net income and earnings per share with new 2026 profit guidance, lower net charge offs, boardroom changes, and a completed share buyback. See our latest analysis for LendingClub. The earnings release has come with a sharp 1 day share price return of 7.97% to US$16.94. However, the 30 day share price return of 15.22% and year to date share price...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Assessing Skyworks Solutions (SWKS) Valuation After Earnings Beat And Stronger Guidance

What the latest quarter tells you about Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) just reported quarterly results that beat analyst expectations, even as sales and earnings were lower than a year ago, and paired that with guidance that topped consensus views. At the same time, management pointed to momentum in edge IoT, automotive connectivity, data center, and broad demand across its Broad Markets segment, helped by stronger smartphone volumes and a more favorable product mix. See...
NYSE:AR
NYSE:AROil and Gas

Antero Resources Expands Appalachian Footprint With HG Energy Deal And New Debt

Antero Resources (NYSE:AR) has closed its acquisition of HG Energy II Production Holdings for approximately US$2.8b. The company has arranged a US$1.5b unsecured term loan and a US$750m notes offering to support the transaction and broader financing needs. The deal expands Antero's footprint in the Appalachian Basin, with a larger position in the West Virginia Marcellus shale play. Antero Resources focuses on natural gas and liquids production, with a core position in the Appalachian Basin...
NYSE:FUL
NYSE:FULChemicals

Is H.B. Fuller (FUL) Pricing Look Attractive After Recent Share Price Strength?

If you are wondering whether H.B. Fuller is fairly priced or offering value at its current US$66.06 share price, you are not alone. The stock has returned 9.9% over the last 7 days, 0.9% over the past month, 9.5% year to date and 11.0% over the last year. Its 3 year and 5 year returns sit at a 2.7% decline and 21.6% respectively. Recent attention on H.B. Fuller has centered on how the business is positioned within the materials sector and the resilience of its end markets. That context is...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

A Look At MercadoLibre (NasdaqGS:MELI) Valuation As Strong Fundamentals Draw Fresh Investor Interest

Recent commentary on MercadoLibre (MELI) has focused on its business fundamentals, including rising buyer engagement, higher spending per user and a free cash flow margin of 32.7%, prompting fresh attention on the stock. See our latest analysis for MercadoLibre. At a share price of $1,970.15, MercadoLibre has recently seen a 1 month share price return of 9.56% and a 7 day share price return of 8.27% decline, which contrasts with a relatively flat year to date share price return and a stronger...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Assessing Ramaco Resources (METC) Valuation As Brook Mine Rare Earth Opportunity Emerges Beyond Coal

Ramaco Resources (METC) is in focus after a class action lawsuit filing, just as its Brook Mine rare earth plans introduce a potential new earnings stream alongside its metallurgical coal operations. See our latest analysis for Ramaco Resources. Ramaco Resources’ share price has pulled back recently, with a 30 day share price return of 10.55% and a 90 day share price return of 26.64%, even as the 1 year total shareholder return sits at 94.05% and the 5 year total shareholder return is very...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Extends Payout Streak While Funding Growth Projects

Enterprise Products Partners (NYSE:EPD) has extended its track record of distribution increases to 27 consecutive years. The partnership reports continued stable cash flows that support both its current distributions and new infrastructure investments. Management is directing capital toward additional midstream projects while maintaining what it describes as robust distribution coverage. Enterprise Products Partners is a major midstream energy partnership focused on pipelines, storage, and...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess Extends US$750m Credit Facility As New Directors Join Board

MarketAxess Holdings amended and extended its $750 million credit facility, pushing the maturity out to 2029 and updating key terms. The company also elected Douglas Cifu and Kenneth Schiciano to its board, both with extensive experience in fintech and investment. For investors watching NasdaqGS:MKTX, these corporate moves arrive after a challenging share price stretch. The stock closed at $162.33, with returns of 4.1% over the past week, 3.8% over the past 30 days, 9.1% year to date, 18.1%...
NYSE:HPE
NYSE:HPETech

A Look At Hewlett Packard Enterprise (HPE) Valuation After New AI Healthcare And Private AI Platform Launches

Hewlett Packard Enterprise (HPE) is drawing fresh attention after new AI focused launches and alliances, including the Generate for Healthcare solution and a private AI platform partnership with 2degrees. See our latest analysis for Hewlett Packard Enterprise. Those AI launches and alliances come as Hewlett Packard Enterprise’s share price sits at US$23.61, with a 1 day share price return of 3.96% and a 7 day share price return of 9.71%. The 1 year total shareholder return of 13.99% and 5...
NYSE:GBX
NYSE:GBXMachinery

Is Greenbrier (GBX) Using ABS Funding To Quietly Redefine Its Railcar Leasing Strategy?

The Greenbrier Companies, Inc. recently completed a US$300 million railcar asset-backed securities offering, with GBX Leasing 2022-1 LLC issuing S&P-rated “AA” and “A” notes backed by railcars and operating leases. This transaction highlights how Greenbrier is using securitization to secure long-term funding for its leasing arm while showcasing investor confidence in the quality of its railcar portfolio. We will now look at how this long-term ABS funding shapes Greenbrier’s investment...
NYSE:AVB
NYSE:AVBResidential REITs

Did AvalonBay’s Higher Dividend and New Projects Just Shift AvalonBay Communities' (AVB) Investment Narrative?

In February 2026, AvalonBay Communities reported fourth-quarter and full-year 2025 results, issued first-quarter and full-year 2026 earnings guidance, and approved a first-quarter 2026 dividend of US$1.78 per share, a 1.7% increase from the prior quarter. Alongside higher 2025 revenue and record-low resident turnover of 41%, AvalonBay expanded its development pipeline with US$1.65 billion of new projects targeting initial stabilized yields above its roughly 5% funding cost. We’ll now examine...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Is Cipher Mining’s (CIFR) $2 Billion AI Bet Rewriting Its Core Investment Story?

Cipher Mining recently priced US$2.00 billion in senior secured notes to help complete its Black Pearl industrial-scale data center in Wink, Texas, with closing expected on February 11, 2026, subject to customary conditions. This financing highlights a shift toward AI and high-performance computing infrastructure, signaling an expansion beyond the company’s traditional crypto-focused operations. Next, we’ll examine how this large debt financing for AI and high-performance computing...
NYSE:KMI
NYSE:KMIOil and Gas

Is Kinder Morgan (KMI) Pricing Fair After Strong Multi‑Year Share Price Performance?

Wondering if Kinder Morgan at around US$30.50 per share is giving you fair value or a stretched price tag? This article walks through what the current market price might be implying about the business. The stock has been flat over the last 7 days, with returns of 12.5% over 30 days, 10.1% year to date, 17.7% over 1 year, 94.8% over 3 years and 172.6% over 5 years. These figures may catch the eye of investors thinking about where it sits on the risk reward spectrum. Recent interest around...
NYSE:BR
NYSE:BRProfessional Services

Is Broadridge (BR) Turning Recurring Revenue And CQG Deal Into A Durable Competitive Advantage?

Broadridge Financial Solutions recently reported past second-quarter results showing sales of US$1,713.9 million and net income of US$284.6 million, alongside raising its full-year adjusted EPS growth outlook and advancing acquisitions such as CQG to broaden its trading and digital capabilities. The company’s near-monopoly in U.S. investor communications, expanding digital asset initiatives, and long-running buyback program underline how its scale and technology focus shape its competitive...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Is Stronger Earnings, AI R&D Push and New Leadership Altering The Investment Case For Lam Research (LRCX)?

In late January 2026, Lam Research reported higher quarterly and six-month sales and net income compared with a year earlier, issued new revenue and earnings guidance for the March 2026 quarter, maintained its US$0.26 quarterly dividend, and announced leadership changes alongside a new director appointment and an expanded technology collaboration with CEA-Leti. Together, these moves highlight Lam’s effort to pair stronger financial performance with deeper R&D partnerships and refreshed...
NasdaqGS:FBNC
NasdaqGS:FBNCBanks

Assessing First Bancorp (FBNC) Valuation After Dividend Increase And Boardroom Change

Why this dividend move and board change matter for First Bancorp (FBNC) First Bancorp (FBNC) has drawn fresh attention after its board approved a higher quarterly cash dividend and announced the retirement of long serving director and former board chair Mary Clara Capel. See our latest analysis for First Bancorp. Those boardroom and dividend updates come after a strong run in the shares, with a 30 day share price return of 15.97% and a 1 year total shareholder return of 44.36%, suggesting...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX (RTX) Valuation Check As Shares Track Strong One Year Return

Recent performance snapshot for RTX RTX (RTX) has recently drawn investor attention as its shares trade around $198.66, with mixed short term returns, including a small gain over the past month and a stronger move across the past 3 months. Those moves sit alongside RTX reporting annual revenue of about US$88.6b and net income of roughly US$6.7b, figures that help frame the current share price and ongoing interest in this large aerospace and defense group. See our latest analysis for...
NYSE:G
NYSE:GProfessional Services

Why Genpact (G) Is Down 8.4% After Dividend Hike And AI-Led 2026 Outlook - And What's Next

In early February 2026, Genpact reported fourth-quarter and full-year 2025 results showing higher sales and earnings versus 2024, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling about US$2.39 billion since 2015. The company also issued 2026 guidance calling for at least 7% full-year revenue growth and higher earnings, underpinned by strong momentum in its fast-growing Advanced Technology Solutions and AI-focused...