U.S. Insurance Stock News

NYSE:PM
NYSE:PMTobacco

Philip Morris Targets Smoke Free Majority As Valuation Shows Apparent Discount

Philip Morris International (NYSE:PM) is accelerating its shift away from combustible cigarettes toward smoke free products. The company is highlighting rapid growth for its oral nicotine brand Zyn as a key part of this transition. PMI has expanded smoke free offerings into more than 100 markets as part of this push. The company has set an internal target for around two thirds of its revenue to come from smoke free products by 2030. For you as an investor, this marks a meaningful phase for...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Frontdoor (FTDR) Q4 EPS Drop To US$0.03 Tests Bullish Margin Stability Narrative

Frontdoor FY 2025 earnings set the stage for the next chapter Frontdoor (FTDR) has reported its FY 2025 figures, with fourth quarter revenue at US$433 million and basic EPS of US$0.03, alongside trailing twelve month revenue of about US$2.1 billion and EPS of US$3.49 providing the broader context. The company’s quarterly revenue has moved from US$382 million and EPS of US$0.12 in Q4 2024 to US$433 million and EPS of US$0.03 in Q4 2025. Trailing twelve month net income has ranged between...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Is It Too Late To Consider Five Below (FIVE) After A 157% One Year Rally?

If you are wondering whether Five Below’s current share price still offers value after a strong run, you are not alone. The stock recently closed at US$225.12, with returns of 4.2% over 7 days, 20.2% over 30 days, 16.4% year to date and 157.5% over 1 year. This naturally raises questions about the balance between return potential and risk. Recent coverage around Five Below has focused on its position as a discount retailer and how investors are thinking about consumer spending and store...
NYSE:ELV
NYSE:ELVHealthcare

Will Leadership Changes at Carelon Reshape Elevance Health’s (ELV) Margin-Expansion Ambitions?

Elevance Health recently announced that Peter D. Haytaian will transition from his role as Executive Vice President and President of Carelon, shifting to a Special Advisor position through the end of 2026 to support leadership transition and operational continuity in its health services division. Haytaian’s planned departure, combined with expanded responsibilities for other senior leaders, comes as Elevance reaffirms its 2026 earnings guidance and continues to position Carelon at the center...
NYSE:OUT
NYSE:OUTSpecialized REITs

Outfront Media (OUT) Q4 FFO Strength Tests Bearish Margin Concerns

OUTFRONT Media (OUT) closed out FY 2025 with Q4 revenue of US$513.3 million and basic EPS of US$0.57, alongside funds from operations of US$136.9 million, putting the focus squarely on how its core out of home platform is translating into cash generation. Over recent quarters the company has seen revenue move from US$390.7 million in Q1 2025 to US$467.5 million in Q3 and US$513.3 million in Q4, while basic EPS shifted from a loss of US$0.14 in Q1 to US$0.29 in Q3 and US$0.57 in Q4. This gives...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

LeMaitre Vascular (LMAT) Margin Expansion Challenges Cautious Growth Narratives After FY 2025 Results

LeMaitre Vascular (LMAT) closed out FY 2025 with Q4 revenue of US$64.5 million and EPS of US$0.69, while trailing 12 month revenue reached US$249.6 million and EPS came in at US$2.55 on net income of US$57.7 million. Over the past six reported quarters, the company has seen quarterly revenue move from US$54.8 million in Q3 2024 to between roughly US$59.9 million and US$64.5 million in FY 2025, with quarterly EPS ranging from US$0.49 to US$0.77. This points to a story where higher earnings are...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Analog Devices Strong Beat And Dividend Hike Confront Lofty Valuation Concerns

Analog Devices (NasdaqGS:ADI) reported very strong quarterly revenue and earnings, with growth outpacing peers. The company announced an 11% dividend increase, reinforcing its focus on shareholder returns. These results highlight solid momentum across core business segments and confidence in future performance. For investors watching NasdaqGS:ADI, the latest update comes alongside a share price of $354.35 and robust recent gains, including 16.6% over the past month and 60.9% over the past...
NasdaqGS:LI
NasdaqGS:LIAuto

Li Auto’s Deeper EU Integration Might Change The Case For Investing In Li Auto (LI)

Earlier this week, Li Auto joined the Brussels-based China Chamber of Commerce to the EU as a full member, deepening its European expansion through an R&D center in Munich, new overseas retail locations, and hiring local sales leaders to build a compliant, localized operation. This move signals Li Auto’s push to shift from reliance on parallel exports toward direct engagement with EU regulators and premium competitors, potentially reshaping its role in the global EV landscape. We’ll now...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Earnings Growth And 18% Margin Test Slowing Growth Narrative

Salesforce FY 2026 earnings snapshot Salesforce (CRM) has just wrapped up FY 2026 with Q4 revenue of US$11.2b and basic EPS of US$2.08, setting the tone for a year where investors are watching how top line scale and per share profitability move together. The company has seen quarterly revenue move from US$9.8b in Q1 FY 2026 to US$11.2b in Q4, with basic EPS ranging from US$1.61 to US$2.20 over the same stretch. Trailing 12 month revenue reached US$41.5b and EPS came in at US$7.85. Taken...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Is Huron Consulting Group (HURN) Attractively Priced After Recent Share Pullback?

If you are wondering whether Huron Consulting Group shares are attractively priced or asking too much, you are in the right place for a clear look at value. The stock most recently closed at US$143.29, with returns of 9.4% over 7 days, a 15.7% decline over 30 days, a 16.2% decline year to date, and a 4.2% decline over 1 year, set against a 73.0% return over 3 years and 174.7% over 5 years. Recent news around Huron has focused on its role as a consulting partner helping organizations handle...
NasdaqGM:LRMR
NasdaqGM:LRMRBiotechs

Larimar Therapeutics (LRMR) Is Up 85.9% After Breakthrough Status For Nomlabofusp In Friedreich’s Ataxia

In February 2026, Larimar Therapeutics announced that the FDA granted Breakthrough Therapy Designation to nomlabofusp for treating adults and children with Friedreich’s ataxia, while the company advanced plans for an accelerated Biologics License Application supported by skin frataxin as a novel surrogate endpoint. This combination of expedited regulatory status and FDA alignment on using a new biomarker underscores how central nomlabofusp has become to Larimar’s clinical and regulatory...
NYSE:LVS
NYSE:LVSHospitality

Is It Time To Reassess Las Vegas Sands (LVS) After Its Recent Share Price Pullback

If you are wondering whether Las Vegas Sands is offering fair value at its current share price, you are not alone. This article walks through how that price stacks up against several valuation checks. The stock last closed at US$55.95, with returns of a 3.7% decline over 7 days, a 7.3% decline over 30 days, a 14.2% decline year to date, and a 30.6% gain over the past year. This can signal that market sentiment has shifted over different time frames. Recent moves in Las Vegas Sands shares...
NYSE:PII
NYSE:PIILeisure

Is Polaris’ Tech-Loaded 2026 Slingshot Strategy Shaping a More Premium PII Investment Story?

Earlier this week, Polaris Slingshot unveiled its 2026 Signature Edition, a limited-run, high-performance model featuring color-shifting Golden Steel and Black Crystal paint, an immersive Rockford Fosgate audio-lighting system, and RIDE COMMAND+ connectivity, with prices starting at US$36,999 and shipments already reaching dealers in limited quantities. The launch underscores Polaris’s push further into tech-rich, premium-priced powersports offerings, potentially reinforcing its focus on...
NYSE:LAZ
NYSE:LAZCapital Markets

Assessing Lazard (LAZ) Valuation After Profitability Squeeze And Insider Selling

Lazard (LAZ) is back in focus after its latest quarterly report, which paired revenue expansion with a sharp squeeze on profitability, while insider selling by key executives over the past six months added another layer for investors to weigh. See our latest analysis for Lazard. At a share price of $52.91, Lazard has paired a 1 day share price return of 2.4% with a 7 day gain of 3.6%. Its 1 year total shareholder return of 13.5% and 5 year total shareholder return of 70.3% point to momentum...
NYSE:IDT
NYSE:IDTTelecom

Expanded Buybacks And Margin Focus Might Change The Case For Investing In IDT (IDT)

IDT Corporation, a global fintech and communications provider, recently expanded its share repurchase program after reporting resilient results across its telecom and fintech operations, while also setting its second-quarter fiscal 2026 results release and earnings call for March 10, 2026. This combination of sustained operating discipline, margin-focused execution, and increased buybacks underscores management’s conviction in the company’s intrinsic value and cash-generation profile. We’ll...
NYSE:MKL
NYSE:MKLInsurance

Markel Group Leadership Shift And Shareholder Rights Change Under Market Lens

Markel Group (NYSE:MKL) has reshaped its senior ranks, appointing Simon Wilson and Andrew Crowley as Executive Vice Presidents and promoting Amy McCann to Chief Administrative Officer, while long-serving EVP and COO Mike Heaton exits the company. The Board has amended the bylaws to let shareholders holding at least 25% of voting power for one year call special meetings, changing how investors can engage with the company. For investors watching Markel Group, these governance and leadership...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Trinity Capital Backs AI Lettings Firm Dwelly As Valuation Gap Persists

Trinity Capital (NasdaqGS:TRIN) has committed $50 million in growth capital to Dwelly, an AI first lettings and property management platform in the UK. The funding supports Dwelly's plans to expand its technology led property management offering and pursue consolidation opportunities in the sector. The move represents a step for Trinity Capital into AI driven real estate services and deeper participation in the UK market. For investors looking at Trinity Capital, the Dwelly deal sits...
OTCPK:VXRT
OTCPK:VXRTBiotechs

Assessing Vaxart (VXRT) Valuation As Conference Presentation Draws Increased Investor Attention

Vaxart (VXRT) is drawing fresh attention ahead of its scheduled presentation at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on February 25, 2026. Investors will be listening for pipeline and funding updates. See our latest analysis for Vaxart. Vaxart’s recent 34.83% 7 day share price return and 102.97% 90 day share price return point to building momentum ahead of the conference, even as the 5 year total shareholder return of 87.31% highlights longer term challenges. If...
NYSE:B
NYSE:BMetals and Mining

Barrick Mining Adds Policy Leaders As Stock Trades Below Fair Value Estimates

Barrick Mining (NYSE:B) has appointed James J. McGuire as Chief Legal and Policy Officer. Woo Lee has been named Chief Global Affairs Officer, focused on government and public policy engagement. These senior hires reflect a stronger emphasis on regulatory relationships and global policy issues. For investors watching NYSE:B, these appointments come as the stock trades at $50.35, with a return of 14.2% year to date and 3.7% over the past week. The company also reports a very large 1-year...
NYSE:FIX
NYSE:FIXConstruction

Comfort Systems USA Insiders Sell Stock After Record Results And Promotions

Multiple Comfort Systems USA (NYSE:FIX) insiders, including the CFO and several directors, recently sold significant amounts of stock. The transactions came shortly after the company reported record earnings and announced major executive promotions. The activity follows growing involvement in technology and data center projects across the business. These insider moves arrive after a powerful run in NYSE:FIX, with the stock at $1,438.23 and very large multi year returns, including roughly 7x...
NYSE:HASI
NYSE:HASIDiversified Financial

Is HA Sustainable Infrastructure Capital (HASI) Pricing Reflect Its Strong Recent Share Price Performance

If you are wondering whether HA Sustainable Infrastructure Capital is priced fairly today, you are not alone. This article is designed to help you weigh up what you are really paying for. The stock recently closed at US$36.85, with returns of 7.2% over 30 days, 15.8% year to date, 36.9% over 1 year and 41.9% over 3 years, while the 5 year return sits at an 11.4% decline. These figures can change how investors think about both upside potential and risk. Recent news around the broader...
NYSE:HPQ
NYSE:HPQTech

HP Q1 Beat Highlights AI PC Momentum And Memory Cost Challenge

HP Inc. (NYSE:HPQ) reported fiscal Q1 2026 results with Personal Systems net revenue growth and AI PCs making up more than one third of shipments. The company faced a sharp jump in memory costs, roughly doubling over the quarter, which pressured margins. Management responded with cost mitigation moves, including product redesigns, supply agreements, and selective pricing actions, while continuing to return capital to shareholders. For investors watching NYSE:HPQ, the latest quarter pairs...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Constellation Energy (CEG) Is Up 10.9% After Expanded Data Center Power Deals And Dividend Update – Has The Bull Case Changed?

In February 2026, Constellation Energy reported fourth-quarter and full-year 2025 results showing higher sales but lower net income year over year, while also closing its Calpine acquisition, announcing a quarterly dividend of US$0.4265 per share, and expanding long-term data center power agreements including a 380 MW deal with CyrusOne in Texas. Together, the stronger revenue, dividend increase plans, and growing roster of data center and tech customers highlight how Constellation is tying...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre (MELI) Margin Compression To 6.9% Tests Bullish Profitability Narratives

MercadoLibre FY 2025 earnings snapshot MercadoLibre (MELI) has wrapped up FY 2025 with fourth quarter revenue of US$8.8b and basic EPS of US$11.03, alongside net income of US$559m, putting fresh numbers behind the recent share price of US$1,740.88. The company has seen quarterly revenue move from US$6.1b and EPS of US$12.60 in Q4 2024 to US$8.8b and EPS of US$11.03 in Q4 2025, while trailing twelve month EPS sits at US$39.39 on revenue of US$28.9b. This gives investors a basis to weigh high...