U.S. Insurance Stock News

Axalta Coating Systems (NYSE:AXTA) has agreed to an all stock merger of equals with AkzoNobel to form a combined global coatings company. The merger is described as aiming to create a premier player in the coatings sector with a broader geographic footprint and product portfolio. Management is projecting significant operational synergies and new growth opportunities from the combined business. The deal follows record earnings for 2025 for Axalta and comes after a period of resilience in...

Nuance Investments has sharply increased its position in Lindsay (NYSE:LNN) after previously reducing its holdings for eight consecutive quarters. The firm added 133,190 shares, which signals a clear shift in institutional stance toward the company. The move comes with Lindsay shares recently closing at $134.96. Lindsay, traded under NYSE:LNN, has seen mixed share performance in recent years, with the stock up 11.4% year to date and 8.5% over the past month, but showing weaker returns over...

If you are wondering whether BrightView Holdings at around US$13.67 is starting to look like good value, you are not alone. This article is here to break that question down clearly. The stock has returned 0.9% over the last 7 days, 3.5% over 30 days and 8.5% year to date, while the 1 year return is a 6.8% decline and the 3 year return stands at 108.7% compared with a 13.8% decline over 5 years. Recent interest in BrightView has been shaped by ongoing attention on outsourced commercial...

Healthcare Realty Trust (HR) just wrapped up a broad reset of its portfolio and financing, including $1.2 billion in property sales, new 2026 guidance, a reaffirmed dividend, and a fresh commercial paper program. See our latest analysis for Healthcare Realty Trust. HR’s recent reset seems to be resonating with investors, with a 1 day share price return of 2.69%, a 7 day share price return of 6.15%, and a 1 year total shareholder return of 16.41%, against a more mixed 5 year total shareholder...

If you are wondering whether Upbound Group’s current share price still offers value, this article will walk through the numbers in a clear, practical way. The stock last closed at US$20.31, with a 17.1% gain year to date, following a 26.0% decline over the past year and a 50.2% decline over five years. Recent headlines around Upbound Group have focused on its position in the US retail space and how its business model fits within broader consumer spending trends. This backdrop helps explain...

Johnson & Johnson (JNJ) is back in the legal spotlight after a Pennsylvania jury found the company responsible for talc baby powder contributing to a woman’s ovarian cancer, awarding US$250,000 in compensatory and punitive damages. See our latest analysis for Johnson & Johnson. The latest legal setback comes in a year where the share price has logged a 30 day share price return of 11.34% and a 90 day share price return of 21.98%, while the 1 year total shareholder return of 60.68% suggests...

If you are wondering whether Ultragenyx Pharmaceutical at around US$20.52 is starting to look mispriced, you are not alone. This article will walk through what that number might really mean for valuation. The stock has seen sharp moves recently, with a 16.9% decline over the last 7 days, an 8.8% decline over 30 days, a 13.1% decline year to date, and a 51.7% decline over the past year, on top of a 57.9% decline over 3 years and an 86.1% decline over 5 years. Recent news coverage around...

Aon plc recently appointed Joe Peiser as CEO of Risk Capital, tasking him with overseeing risk capital capabilities across its Commercial Risk and Reinsurance Solutions units while the firm searches for a new Commercial Risk chief. This move highlights Aon’s push to more tightly connect its analytics, market access and advisory expertise so clients can match risks with the most efficient forms of capital. We’ll examine how Peiser’s expanded risk capital mandate may influence Aon’s investment...

If you are wondering whether Great Lakes Dredge & Dock is still reasonably priced after its run, this article will walk through what the current share price might be implying about value. The stock last closed at US$16.89, with returns of 8.4% over 7 days, 13.0% over 30 days, 27.4% year to date, 53.5% over 1 year and 166.8% over 3 years. These changes can influence how the market views its potential and risk. Recent coverage has focused on Great Lakes Dredge & Dock as a specialist in capital...

Rambus Inc. recently reported fourth-quarter 2025 revenue of US$190.24 million and full-year revenue of US$707.63 million, while also disclosing a one-time supply chain disruption expected to affect first-quarter 2026 product revenue and announcing the resignation of its CFO effective February 27, 2026. Investor attention has intensified as this operational hiccup, combined with a leadership transition and a new board appointment of veteran semiconductor executive Victor Peng, coincides with...

CBRE Group (NYSE:CBRE) is sharpening its focus on AI driven solutions and technical services as commercial real estate faces rising worries about technology disruption. The company is investing in its Nexus AI platform and expanding technical maintenance capabilities through acquisitions such as Pearce Services. This shift includes a stronger emphasis on data centers and digital infrastructure as part of a broader business restructuring. CBRE shares, last closing at $142.31, have seen a...

Recent performance snapshot Alaska Air Group (ALK) has drawn attention after a period of mixed share performance, with a 0.8% decline over the past day, a 7.0% drop over the past week, and a 10.5% gain over the past month. Over the past 3 months the stock shows a 41.3% return, while the 1 year total return stands at a 27.0% decline. Year to date, shares are up 7.3%, and the 3 year total return is 12.6%. See our latest analysis for Alaska Air Group. At a share price of US$55.27, Alaska Air...

Texas Pacific Land Corporation announced in late 2025 that it will invest US$50 million and grant water rights in a partnership with Bolt Data & Energy to build large-scale data center campuses on its West Texas acreage. This move extends TPL’s business beyond oil and gas royalties toward AI-linked digital infrastructure, while continued share accumulation by major holder Horizon Kinetics suggests strong internal confidence in this new direction. We’ll now examine how TPL’s push into...

Why Corpay is on investors’ radar Corpay (CPAY) has drawn fresh attention after its rebrand from FLEETCOR Technologies in March 2024, putting a spotlight on how the payments business and its stock performance line up today. See our latest analysis for Corpay. At a share price of $337.12, Corpay has seen a 4.92% 1 day share price return and a 22.96% 90 day share price return, while its 1 year total shareholder return of a 10.65% decline contrasts with a 57.84% gain over three years. This...

Nebius Group N.V. reported fourth-quarter 2025 revenue of US$227.7 million, up sharply from US$35.2 million a year earlier, alongside a wider quarterly net loss of US$249.6 million, while also planning to replace Reanda Audit & Assurance B.V. as its independent auditor after completion of the 2025 audit and early 2026 review work. Behind the headline growth, the company’s heavy investment in AI data center capacity, multibillion‑dollar hyperscaler contracts, and a shift in auditors...

If you are wondering whether Strategy's current share price still reflects its true worth, you are not alone. This article will walk through what the available numbers and tools are actually saying about value today. Strategy closed at US$133.88, with returns of a 0.8% decline over 7 days, a 22.9% decline over 30 days, a 14.8% decline year to date, a 60.4% decline over 1 year, and a very large gain over 3 years that sits well above its 38.9% return over 5 years. Recent coverage around...

Stride recently reported better-than-expected fiscal Q2 2026 results, reaffirmed its full-year revenue outlook, and raised adjusted operating income guidance after resolving earlier platform implementation issues and seeing record enrollment levels, especially in Career Learning. This momentum, combined with K12 Tutoring’s award-winning, research-backed online tutoring impact and expanded ESSA validation, highlights Stride’s growing role in scalable, outcomes-focused digital education and...

Earlier this month, Albertsons Companies announced it is joining the OpenAI Ad Pilot Program, testing clearly labeled AI-powered ads in ChatGPT that link users to Valentine’s Day offers and same-day delivery from its banners including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, ACME and Tom Thumb. This pilot builds on Albertsons’ broader AI push, where tools like its AI shopping assistant and AskAI are already supporting stronger customer engagement and larger shopping baskets as shoppers...

Why RBC Bearings (RBC) Is on Investors’ Radar RBC Bearings (RBC) shares have been drawing attention after recent trading performance, with the stock last closing at $552.44 and showing double digit returns over the past month and past 3 months. For investors following industrial and aerospace names, those moves, along with annual revenue of $1.79b and net income of $268.6m, raise questions about how the market is currently assessing RBC’s valuation and growth profile. See our latest analysis...

Earlier this week, Needham analyst Kyle Peterson initiated coverage on Sezzle with a buy rating, while Sezzle also partnered with David's Bridal and Times Square Alliance for a Valentine's Day celebration in New York. While the Valentine's Day promotion highlights Sezzle's role in buy-now, pay-later offerings for modern couples, the new analyst coverage is more likely to shape how investors assess the business. With fresh analyst coverage now in place, we'll explore how this endorsement may...

FB Financial Corporation (NYSE:FBK) announced a Chief Accounting Officer transition. Lynn Joyce has been appointed to succeed Jonathan Pennington as Chief Accounting Officer. Joyce previously served as CFO of Southern States Bancshares, which FB Financial recently acquired. For investors following regional banks, this kind of leadership change sits at the core of how a company manages its books and internal controls. FB Financial, a banking group focused on commercial and consumer clients,...

Planet Labs PBC (PL) has been busy. The company announced new European and Defense & Intelligence advisory boards with senior government and military figures, alongside a partnership with AXA’s Digital Commercial Platform for disaster risk monitoring. See our latest analysis for Planet Labs PBC. These board appointments and partnerships come after a mixed stretch for the stock, with a 22.1% decline in the 30-day share price return, a 100% 90-day share price return, and very large 1-year and...

Global Industrial (GIC) is on investors’ radar after recent share price moves, with the stock last closing at $32.17. This renewed focus puts attention on its profitability profile and how the market is currently valuing the business. See our latest analysis for Global Industrial. At the current share price of $32.17, Global Industrial’s recent pattern combines a 19.95% 90 day share price return with a 37.41% 1 year total shareholder return. This hints at momentum that investors are...

Lennar (NYSE:LEN) is cutting prices on new homes as housing affordability pressures deepen. The company is contending with a shrinking order backlog and weaker cash flow metrics, alongside pressure on profitability indicators. Analyst sentiment has turned more cautious, reflecting concerns around pricing, demand, and future earnings power. Lennar is one of the largest homebuilders in the US, so its moves on pricing matter for anyone watching the housing cycle. With affordability stretched...