U.S. Insurance Stock News

Recent share performance and business snapshot Berkshire Hathaway (BRK.B) has seen mixed recent returns, with a 3.5% gain over the past week, a 2.1% decline over the past month, and a modest 0.1% total return over the past year. Over longer horizons, total returns sit at 64.2% for the past 3 years and 95.3% for the past 5 years, while year to date performance is roughly flat at 0.1%. The company reports annual revenue of US$371.4b and net income of US$66.97b, with recent annual revenue growth...

IDEAYA Biosciences recently enrolled the first patient in its Phase 1 trial of IDE892 for MTAP-deleted solid tumors and outlined a refocused precision oncology pipeline, including combinations with its MAT2A inhibitor IDE397 and deprioritization of Trodelvy-related studies. A key insight is IDEAYA’s effort to build a coherent MTAP-deletion and CDKN2A-deficiency franchise, aiming to address genetically defined patient groups that currently lack targeted treatment options. Against this...

Eversource Energy (ES) is back in focus after its Q4 results and updated long term guidance, which included fresh 2026 EPS targets and a financing plan that limits potential equity dilution. See our latest analysis for Eversource Energy. The recent Q4 update and 2026 EPS guidance have come after a period where the share price has gained 9.6% over the past month and 8.9% over 90 days, while the 1 year total shareholder return of 25.1% signals that momentum has been building for some time. If...

Why Annaly Capital Management (NLY) is on income investors’ radar Annaly Capital Management (NLY) has drawn fresh attention after a recent share move, with the stock closing at US$22.19. This has prompted investors to reassess its income profile and recent return pattern. See our latest analysis for Annaly Capital Management. That latest move comes after a softer patch for the share price, with a 7 day share price return of 4.39% and a year to date share price decline of 3.10%, while the 1...

CF Industries Holdings (CF) is in focus as its clean energy push meets rising geopolitical risk in fertilizer markets, with attention on blue ammonia, carbon capture, and tightening urea supplies linked to the Middle East conflict. See our latest analysis for CF Industries Holdings. Recent trading reflects that story, with CF Industries Holdings posting a 19.9% 1 month share price return and a 44.8% 3 month share price return, contributing to a 47.4% 1 year total shareholder return. However,...

Pulse Biosciences recently reported long-term data from its first-in-human study of the nPulse Vybrance Percutaneous Electrode System, showing sustained benign thyroid nodule volume reduction over 15–22 months with no regrowth, no serious adverse events, and very high patient satisfaction. The data highlight nsPFA’s differentiated nonthermal ablation profile, with continued volume reduction over time and no intranodular fibrosis on ultrasound, suggesting potential durability for...

Why Zymeworks Stock Is Back in Focus After Q4 Updates Zymeworks (ZYME) is back on many investors’ watchlists after its Q4 earnings call highlighted progress for lead therapy zanidatumab, fresh regulatory milestones, and a sizable nondilutive funding deal with Royalty Pharma. See our latest analysis for Zymeworks. The recent Q4 update, stronger balance sheet after the Royalty Pharma deal, and ongoing analyst optimism appear to be feeding into Zymeworks’ recent momentum, with a 7 day share...

Why LGI Homes is on investors’ radar now LGI Homes (LGIH) has drawn attention after a period of weaker recent returns, including a 26.15% decline over the past month and a 41.79% total return decline over the past year. For investors tracking homebuilders, those moves, combined with annual revenue of US$1.71b and net income of US$72.55m, raise questions about how the business model and current valuation fit into a longer term portfolio view. See our latest analysis for LGI Homes. LGI Homes’...

Hasbro (HAS) has just completed a US$400 million senior notes offering with a 4.650% coupon due 2031 and extended its US$1.1 billion revolving credit facility to 2031, reshaping its funding profile. See our latest analysis for Hasbro. At a share price of US$95.78, Hasbro has seen a 19.9% 90 day share price return and a 55.2% 1 year total shareholder return. This suggests momentum has picked up even as the latest bond deal and headquarters move keep attention on balance sheet strength and...

Why Mercury Systems Is Back on Investors’ Radar Mercury Systems (MRCY) is drawing attention after sluggish order growth, falling operating margins, and pressure on earnings per share raised fresh questions about how durable its current business performance really is. See our latest analysis for Mercury Systems. At a share price of $89.36, Mercury Systems has seen a 24.35% 90 day share price return and a very strong 110.11% 1 year total shareholder return. This suggests momentum has been...

Why Flywire is back on investors’ radar Flywire (FLYW) is drawing fresh attention after brokerage firms reiterated positive views and raised expectations, alongside the company’s latest quarterly report showing higher sales and a move into positive profitability. See our latest analysis for Flywire. Flywire’s share price has recently picked up, with a 1 week share price return of 9.09% and 1 month share price return of 20.53%, as investors react to its latest earnings, fresh guidance and...

Why Clearwater Analytics Holdings (CWAN) Is On Investors’ Radar Clearwater Analytics Holdings (CWAN) has drawn attention after recent trading left the stock with mixed returns, including a 1 day decline and gains over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Clearwater Analytics Holdings. At a share price of $23.39, Clearwater Analytics has seen an 11.91% 90 day share price return. The 1 year total shareholder return of 15.25% and 3 year...

Why this new photonics partnership matters for Tower Semiconductor (NasdaqGS:TSEM) Tower Semiconductor (NasdaqGS:TSEM) has moved its collaboration with Salience Labs into pre-production for photonic optical circuit switches aimed at AI data centers, using its PH18DA and TPS45PH silicon photonics platforms. See our latest analysis for Tower Semiconductor. Against this backdrop, Tower Semiconductor’s recent move into photonic switches comes after a mixed run in the share price. A 1-day share...

Rogers Corporation recently announced that Senior Vice President and Chief Administrative Officer Michael Webb will leave the company on March 13, 2026, marking a significant change in its leadership team. This leadership transition comes as Rogers is already contending with questions about demand in key end markets and the execution of its restructuring plans. We’ll now examine how the broader market-driven move and this leadership change might affect Rogers’ existing investment...

Immatics N.V. has reported full-year 2025 results, swinging to a net loss of €196.45 million and a basic loss per share of €1.61 from continuing operations, while also outlining progress across its PRAME-targeting cell therapy pipeline. Beyond the headline loss, the company’s push to advance anzu-cel toward potential approval and expand PRAME programs like IMA203CD8 and IMA402 highlights an intensifying focus on PRAME as a central therapeutic axis across multiple tumor types. We will now...

In early March 2026, CVB Financial was caught up in a broader selloff of regional banks after Western Alliance Bancorporation disclosed a private credit–linked loan write-off that stoked concerns about opaque exposures across the sector. This episode has sharpened investor focus on hidden balance sheet risks at mid-sized lenders, particularly around how private credit ties could interact with existing loan books and capital strength. Next, we’ll examine how heightened scrutiny of private...

Why Genuine Parts is back in focus after its business separation plan Genuine Parts (GPC) is back on investors’ radar after Raymond James upgraded the stock following the company’s decision to separate its auto and industrial businesses, using a sum of the parts approach. See our latest analysis for Genuine Parts. Genuine Parts’ share price has come under pressure recently, with a 30 day share price return of 24.69% and a year to date share price return of 9.81%, while the 1 year total...

In recent weeks, National Energy Services Reunited Corp. reported strong Q4 and full-year 2025 results, with resilient margins supported by early activity at the Jafurah project and detailed in its latest 10-K filing. Analysts and research services have highlighted NESR’s improving earnings outlook and comparatively attractive valuation metrics, positioning it as a value-oriented oilfield services player in the MENA region with growing interest in sustainable solutions. Next, we’ll explore...

In late February and early March 2026, Rockwell Automation opened a new Bologna Customer Experience Center for EMEA manufacturers and announced that wheel maker Ronal Group is standardizing global remote access using Rockwell’s secure, NIS2-aligned technology. Together, these moves highlight how Rockwell is pairing hands-on digital transformation support with strengthened industrial cybersecurity to deepen its role in customers’ operations. We’ll now examine how the Bologna center’s focus on...

In the most recent quarter, Labcorp reported year-on-year revenue growth but came in slightly below analyst expectations, while raising its full-year earnings per share guidance following strong results in its Diagnostics and Central Laboratory units. This guidance increase, underpinned by businesses that touch more than 600 million tests annually and were involved with 90% of 2023 FDA-approved drugs, highlights how core operations are shaping management’s confidence in the earnings...

How Patria Investments (PAX) Has Been Trading Recently Patria Investments (PAX) has drawn attention after a weak recent trading stretch, with the share price declining about 10% over the past week, 17% over the past month, and 25% over the past 3 months. For investors, those moves sit alongside a 1 year total return of about 14%. This raises the question of whether current levels around US$11.81 fairly reflect the company’s earnings profile and business model in private markets asset...

In late February 2026, PROCEPT BioRobotics reported fourth quarter and full-year 2025 results showing higher sales but a larger net loss, and issued 2026 guidance calling for US$390 million to US$410 million in revenue, gross margin of about 65%, and a net loss of US$78,500,000 to US$91,500,000. Alongside this guidance, the company outlined 2027 targets, including 25% to 30% annual revenue growth and 68% to 70% gross margin, and soon after expanded its board to nine members by appointing...

Vistra (VST) is back in focus after strong customer interest in its 1.8-gigawatt nuclear facility and new power purchase agreements with Amazon and Meta, along with more upbeat analyst commentary. See our latest analysis for Vistra. At a share price of US$163.62, Vistra has seen a 9.34% 1 month share price return and a very large 5 year total shareholder return. This suggests momentum has been strong despite some shorter term dips as investors reassess earnings and clean energy contract...

Costco Wholesale (NasdaqGS:COST) has entered a partnership with Sesame and IVI RMA North America to expand affordable fertility care options for members. The collaboration offers coordinated access to fertility specialists, nationwide support, and discounts on related medications. The program is positioned as an extension of Costco's existing pharmacy and health offerings into more specialized care. For Costco, known primarily for its warehouse retail model and membership structure, this...