U.S. Insurance Stock News

Marriott International (NasdaqGS:MAR) has completed a multi billion dollar fixed income offering aimed at funding capital expenditures, acquisitions, debt repayment, and stock repurchases. Alongside the financing move, Marriott Bonvoy launched a 25% discount Cyber Sale and a new 1 Point Drops program that gives members access to select festival experiences. These steps combine capital markets activity with loyalty promotions that target both investors and frequent travelers. For you as an...

Advanced Micro Devices (AMD) is back in focus after agreeing to supply up to six gigawatts of GPUs to Meta Platforms under a multi year AI infrastructure deal that includes performance based equity warrants. See our latest analysis for Advanced Micro Devices. The Meta agreement comes after a volatile few months for AMD, with the share price down 17.65% over the past 30 days and 4.31% year to date, yet supported by a 105.69% one year total shareholder return that points to strong underlying...

In February 2026, Xerox Holdings Corporation announced it had formed and capitalized a new joint venture with TPG to hold, license, and monetize select Xerox intellectual property, raising US$450 million through TPG Credit–led senior secured term loans and preferred equity, with proceeds distributed to Xerox for liquidity, reinvention efforts, and capital structure management. Alongside this high-profile IP venture with Xerox, TPG’s plan to issue new senior notes due 2031 highlights how its...

Boyd Gaming (BYD) is back on investors’ radar after a quarterly dividend increase to US$0.20 per share, better than expected Non-GAAP earnings, and new spending plans focused on casinos and online gaming expansion. See our latest analysis for Boyd Gaming. Recent news around the higher dividend, better than expected Non-GAAP earnings and fresh capital projects seems to be feeding into sentiment, with a 1-day share price return of 1.89% and a 1-year total shareholder return of 14.04% pointing...

NexPoint Residential Trust (NXRT) just posted its FY 2025 numbers with Q4 revenue of US$61.9 million, Funds From Operations of a loss of US$50.2 million, and basic EPS of a loss of US$0.41. Trailing 12 month revenue came in at US$251.3 million and basic EPS at a loss of US$1.26. Over recent quarters, the company has seen quarterly revenue move from US$63.8 million in Q4 2024 to US$63.3 million in Q1 2025 and US$61.9 million in Q4 2025, alongside quarterly EPS losses ranging from US$1.06 in Q4...

Samsara (NYSE:IOT) released its second annual "100 Fleet Operators to Watch" list. The list highlights organizations using Samsara's Connected Operations Platform across transportation, aviation, public services, and other sectors. The announcement focuses on how fleets are using data and connected hardware to improve safety, efficiency, and day to day operations. Samsara focuses on connecting physical operations to the cloud so customers can monitor fleets, equipment, and infrastructure in...

Option Care Health FY 2025 Earnings Snapshot Option Care Health (OPCH) has wrapped up FY 2025 with fourth quarter revenue of US$1.5b and basic EPS of US$0.37, supported by trailing twelve month revenue of US$5.6b and EPS of US$1.28. Over recent periods, the company has seen revenue move from US$1.3b in Q4 2024 to US$1.5b in Q4 2025, while quarterly EPS shifted from US$0.36 to US$0.37 and trailing EPS moved from US$1.23 to US$1.28. With net profit margin at 3.7% compared with 4.2% a year...

Core Natural Resources (CNR) drew investor attention after reporting fourth quarter results that paired higher sales with a net loss, while also issuing 2026 sales volume guidance and declaring a new quarterly dividend. See our latest analysis for Core Natural Resources. The mixed quarter, new 2026 volume guidance and fresh dividend come after a 13.4% 90 day share price return and a 20.2% 1 year total shareholder return. However, the 1 month share price return decline of 10.5% suggests...

Why UiPath Is Back On Investors’ Radar UiPath (PATH) is drawing fresh attention after a prolonged slide, with the share price around US$10.10 and negative returns over the past month, past 3 months, and year to date putting recent performance in focus. See our latest analysis for UiPath. At around US$10.10, UiPath’s short term momentum looks weak, with a 7 day share price return of 7.68% and a 30 day share price return of 31.76%. The 1 year total shareholder return of 20.03% and 3 year total...

Why Eastern Bankshares Stock Is On Investors’ Radar Without a specific headline event driving Eastern Bankshares (EBC) today, investors are focusing on the bank’s recent share performance, current valuation metrics, and its latest reported revenue and net income figures. See our latest analysis for Eastern Bankshares. Eastern Bankshares’ recent pullback, including a 5.42% 7 day share price return and a 0.15% one day dip to US$20.43, sits against a stronger backdrop, with a 10.19% year to date...

Travere Therapeutics reported full-year 2025 results showing revenue of US$490.73 million versus US$233.18 million in 2024, with net loss narrowing to US$25.55 million and basic loss per share from continuing operations improving to US$0.57. This swing toward smaller losses, alongside strong physician adoption of FILSPARI after full FDA approval for IgA nephropathy, highlights how product uptake is reshaping Travere’s financial profile and rare kidney disease franchise. We’ll now examine how...

Why Viasat Stock Is On Investors’ Radar Today Viasat (VSAT) has caught investors’ attention after a recent stretch of positive returns, including moves over the past week, month and past 3 months that stand out against its longer term track record. See our latest analysis for Viasat. The latest 1 day share price return of 5.95% takes Viasat to US$47.92, building on a 90 day share price return of 37.42% and a very large 1 year total shareholder return. Together, these figures point to...

Full year 2025 results (Adjusted / non-GAAP): Adjusted EPS: US$0.37 (vs consensus US$0.31, a 19.35% beat). Adjusted earnings: US$21.56m (vs consensus US$18.04m, a 19.54% beat). Adjusted EPS increased from US$0.17 in FY 2024.

Textron (TXT) has put a fresh capital return plan on the table, authorizing the repurchase of up to 25,000,000 shares and declaring a quarterly dividend of $0.02 per common share. See our latest analysis for Textron. Textron shares now trade at US$98.99, with a 90 day share price return of 19.21% and a 1 year total shareholder return of 35.29%. This suggests recent momentum has picked up compared with the more modest 7 day pullback and steady multi year gains. If this capital return update...

Cannae Holdings (CNNE) has wrapped up FY 2025 with Q4 revenue of US$103.3 million, basic EPS of a US$1.93 loss, and trailing twelve month EPS of a US$7.35 loss on revenue of US$423.6 million. This keeps the focus on how much of that top line is dropping through to the bottom line. Over the past few quarters, revenue has moved within a relatively tight band between US$103.2 million and US$113.9 million, while quarterly basic EPS has ranged from a US$0.19 loss to a US$3.75 loss. This gives...

On 20 February 2026, Sanford Heisler Sharp McKnight filed an ERISA class action in Missouri federal court alleging Stifel Financial and other fiduciaries mismanaged the company’s Profit Sharing 401(k) Plan by retaining two long‑underperforming growth funds, allegedly costing plan participants up to US$134,000,000 since March 2020. The complaint highlights that these two funds together account for about 10% of the Plan’s more than US$2.00 billion in assets, raising questions about Stifel’s...

Brightstar Lottery (BRSL) just wrapped up FY 2025 with Q4 revenue of US$668 million and basic EPS of US$0.32, against a trailing twelve month revenue base of US$2.5 billion and slightly negative EPS of roughly US$0.01. Over recent quarters, the company has seen revenue move between US$583 million and US$668 million while EPS has ranged from a loss of US$0.47 in Q2 2025 to a profit of US$0.32 in Q4. Taken together, these figures give investors a mixed but improving picture of how the income...

BioMarin Pharmaceutical (BMRN) has just posted its FY 2025 numbers with Q4 revenue of US$874.6 million and a basic EPS loss of US$0.24, set against trailing twelve month revenue of US$3.2 billion and basic EPS of US$1.82. Over recent periods, the company has seen quarterly revenue move from US$747.3 million in Q4 2024 to US$874.6 million in Q4 2025, while basic EPS shifted from US$0.66 to a loss of US$0.24. Together with a net loss of US$46.6 million in the latest quarter, this puts the focus...

AdaptHealth FY 2025 Results: Revenue Holds Steady as Bottom Line Swings to a Loss AdaptHealth (AHCO) has wrapped up FY 2025 with Q4 revenue of US$846.3 million and a basic EPS loss of US$0.74, with the trailing twelve months showing total revenue of about US$3.2 billion and a basic EPS loss of US$0.52. Over recent quarters the company has seen quarterly revenue move from US$777.9 million in Q1 2025 to US$846.3 million in Q4 2025. Basic EPS has shifted from a loss of US$0.05 in Q1 to a profit...

Hamilton Insurance Group’s board declared in February 2026 a special dividend of US$2.00 per common share, or about US$206.0 million in total, following full-year 2025 results that showed higher revenue and net income for both the fourth quarter and the year. The company paired this special dividend with an already completed repurchase of about 5.65% of its shares, underscoring an active approach to returning capital alongside its underwriting-focused earnings performance. We’ll now explore...

In February 2026, BorgWarner announced a series of new program awards spanning hybrid and electric vehicle components, an AI-focused turbine generator supply agreement, a completed US$803.32 million share repurchase under its 2024 authorization, a new universal shelf registration, and full-year 2025 results with 2026 guidance calling for US$14.0–US$14.3 billion in net sales. Beyond automotive, the long-term TurboCell turbine generator agreement aimed at AI data centers signals BorgWarner’s...

Armstrong World Industries FY 2025 Earnings Snapshot Armstrong World Industries (AWI) has wrapped up FY 2025 with fourth quarter revenue of US$388.3 million and basic EPS of US$1.51, capping a year where trailing twelve month revenue reached about US$1.6 billion and EPS came in at US$7.13. Over the past six reported quarters, the company has seen revenue move from US$367.7 million in Q4 2024 to the current US$388.3 million, while quarterly EPS has ranged between US$1.42 and just over US$2.02...

Xenia Hotels & Resorts (XHR) has wrapped up FY 2025 with fourth quarter revenue of US$265.6 million and basic EPS of US$0.07, while trailing twelve month revenue came in at US$1.1 billion with EPS of US$0.65. Over recent quarters, the company has seen revenue move from US$261.8 million and basic EPS of roughly zero in Q4 2024 to US$288.9 million and EPS of US$0.15 in Q1 2025, then US$287.6 million and EPS of US$0.56 in Q2 2025 before landing at the latest Q4 figures. This sets up a story...

Avanos Medical (AVNS) has wrapped up FY 2025 with Q4 revenue of US$180.9 million and a small loss, as basic EPS came in at a US$0.03 loss per share. Trailing 12 month figures show revenue of US$701.2 million and basic EPS of a US$1.57 loss. Over recent quarters, the company has seen revenue move from US$170.4 million in Q3 2024 to US$179.6 million in Q4 2024, then to US$167.5 million in Q1 2025 and on to US$180.9 million in Q4 2025. EPS has swung from a US$0.13 profit per share in Q3 2024 to...