U.S. Insurance Stock News

Earlier this year, Cracker Barrel Old Country Store received a Zacks Rank upgrade and saw its full-year earnings estimates rise, reflecting growing analyst confidence and outperforming its Retail-Wholesale sector peers. An important development is Cracker Barrel's strengthening outlook amid industry-wide benefits from menu price increases and operational improvements, underlining its effective adaptation to current restaurant trends. We'll examine how this improved analyst sentiment and...

Worthington Steel, Inc. recently rebounded in the second quarter following strong fiscal fourth quarter results ending in May, with more hedge funds adding the company to their portfolios compared to the previous quarter. This renewed investor interest, alongside continued support from firms such as Springview Capital Management, highlights Worthington Steel's appeal as a cyclical opportunity despite previous underperformance. We'll explore how increased hedge fund ownership could shape...

From April to July 2025, SouthState completed its share repurchase program by buying back 440,000 shares for US$42.81 million, representing 0.43% of outstanding shares as announced in February 2025. This action underscores SouthState’s focus on enhancing shareholder value and signals management’s confidence in the bank’s long-term prospects. To understand the impact of the completed buyback, we’ll explore how this move fits into SouthState’s broader investment narrative and future...

Dayforce Inc. recently released its second quarter 2025 earnings, reporting revenue of US$464.7 million and net income of US$21.3 million, turning around from a net loss in the same period last year, and issued updated guidance projecting total revenue for the full year in the range of US$1.94 billion to US$1.96 billion. This marks a period of strong year-over-year revenue and profit growth for the company, with management also completing a share buyback of 1.5 million shares for US$87.33...

On August 13, 2025, S&P Global Ratings upgraded ADT Inc. to a ‘BB’ rating, citing improved credit metrics and a significant reduction in ownership by financial sponsor Apollo, whose holding in ADT has fallen to around 14%. This governance change is expected to support stronger oversight and more disciplined financial policies as ADT focuses on enhancing its cash flows and capital allocation priorities. We'll explore how S&P's increased confidence in ADT's financial health could influence the...

Earlier this month, Moog Inc. announced a US$588.27 million shelf registration for 3 million shares of its Class A common stock related to an ESOP offering and also revealed a transition of its independent auditor from Ernst & Young LLP to KPMG LLP for the 2026 fiscal year, following a competitive selection process. This combination of a major capital markets filing and a shift in external financial oversight points to Moog’s ongoing focus on both employee ownership and governance...

Earlier this month, Teledyne HiRel Semiconductors released a new industrial-grade embedded MultiMediaCard (eMMC) module featuring 128GB of eMMC 5.1-compliant storage designed for high-speed, long-term reliability in challenging environments such as aerospace, defense, and edge computing. This launch highlights Teledyne’s commitment to product innovation tailored for critical sectors, adding further support to its presence in rugged and mission-critical applications. We'll now consider how...

SPS Commerce reported strong second quarter 2025 results, with revenue rising to US$187.4 million and net income increasing to US$19.73 million, and updated its buyback progress and raised full-year revenue and earnings guidance on July 30, 2025. Alongside these positive results, the company's full-year outlook now anticipates double-digit percentage growth rates in both revenue and net income per diluted share, pointing to management's confidence in ongoing business momentum. With SPS...

Stepan Company recently reported its second quarter 2025 earnings, showing higher sales of US$594.69 million and net income of US$11.34 million, alongside affirming a quarterly cash dividend of US$0.385 per share payable in September. Importantly, this marks the 57th consecutive year that Stepan has increased its cash dividend, reflecting a longstanding commitment to shareholder returns. We’ll explore how these stronger earnings and the company’s sustained dividend growth shape Stepan’s...

Flagstar Bank, a subsidiary of Flagstar Financial, Inc., recently opened a new Private Client Office in Palm Beach, Florida, aiming to expand its private banking services for high-net-worth clients in South Florida. This growth initiative comes amid analyst concerns about Flagstar Financial’s sustained declines in revenue and earnings per share over recent years, which have raised questions about the company’s underlying profitability. Next, we'll explore how the balance between expansion...

Strategic Education, Inc. reported its second-quarter 2025 results in the past month, with sales of US$321.47 million and net income of US$32.33 million, alongside a quarterly dividend declaration and updates on its ongoing share repurchase program. Continued financial improvement and a strong commitment to shareholder returns through both dividends and buybacks emerged as central themes from these announcements. Next, we'll explore how Strategic Education's continued share repurchases might...

Preferred Bank has reported robust earnings per share growth, strong capital strength, ongoing share repurchases, and high return on equity, distinguishing itself from peers experiencing stagnant sales and slower net interest income growth in a tougher banking sector. This positive performance, especially amid peer difficulties, highlights the company's ability to capitalize on its financial strengths to attract investor attention and reinforce its competitive position. We'll examine how...

On July 31, 2025, Ryan Specialty Holdings announced its second quarter earnings, revealed a regular quarterly dividend of US$0.12 per share, and updated its full-year 2025 organic revenue growth guidance to a lower range of 9.0%–11.0% from its previous 11%–13% target. The guidance reduction came despite reporting increased second-quarter revenue and net income year-over-year, highlighting how future outlooks can weigh heavily on market sentiment even during periods of profitable...

Delek Logistics Partners, LP recently announced financial results for the second quarter of 2025, reporting net income of US$44.57 million on revenues of US$246.35 million, compared to net income of US$41.06 million and revenues of US$264.63 million for the same period last year. Despite a decrease in sales, the company achieved higher net income while also bringing a new gas processing facility online and completing a US$700 million debt issuance to support further growth initiatives. We’ll...

Newell Brands Inc. recently declared a quarterly cash dividend of US$0.07 per share, payable on September 15, 2025, to common stockholders of record as of August 29, 2025, and reported its second-quarter financials with sales of US$1.94 billion and net income of US$46 million. Despite lowering its sales guidance for the third quarter and full year, the company received analyst support highlighting stable earnings, ongoing cost improvements, and consistent dividend payments as signals of...

MasTec, Inc. recently announced second-quarter 2025 results showing substantial year-over-year increases in both sales and net income, alongside an upward revision to its full-year outlook and new quarterly guidance. The decision not to complete any share repurchases during the relevant period stands out, even as the company reported significantly improved profitability and set higher expectations for the remainder of the year. We'll assess how MasTec's strong Q2 earnings and raised 2025...

Cactus, Inc. recently reported its second quarter 2025 earnings, revealing revenue of US$273.58 million and net income of US$40.33 million, both down from the prior year, while also announcing a quarterly dividend of US$0.14 per share. Despite ongoing dividend payments, the company's declining year-over-year revenue and earnings highlight a shift in operational performance that drew investor attention. With second quarter earnings coming in lower than last year, we'll examine the impact on...

In the past week, Essent Group reported second quarter 2025 results that saw earnings per share and revenue exceed analyst expectations, declared a quarterly cash dividend of US$0.31 per share, and completed a share repurchase program totaling almost 4.18 million shares for US$240.21 million. Additionally, Moody's upgraded Essent Group's insurance financial strength and debt ratings, signaling a strengthened credit profile and confidence in the company’s business fundamentals. We'll now...

Cadre Holdings reported its second quarter 2025 results, with sales rising to US$157.11 million from US$144.31 million a year earlier, while net income edged down to US$12.21 million compared to US$12.57 million. The company also updated its full-year 2025 net sales guidance, now expecting between US$624 million and US$630 million, offering investors fresh insights into management's outlook amid shifting demand and margin trends. We will examine how Cadre Holdings’ updated full-year sales...

On August 6, 2025, Iron Mountain's Board of Directors declared a quarterly cash dividend of US$0.785 per share for the third quarter and raised its full-year 2025 revenue guidance to a range of US$6.79 billion to US$6.94 billion, following the release of its second quarter results showing revenue growth but a net loss of US$44.92 million. This period also saw increased institutional interest, with Baron Real Estate Income Fund acquiring shares, underscoring confidence in Iron Mountain's...

F&G Annuities & Life announced a new partnership on August 6, 2025, with a Blackstone-backed reinsurance vehicle, securing about US$1 billion in expected capital and introducing a forward flow reinsurance agreement covering certain fixed indexed annuity products. This collaboration aims to boost F&G's capital-light operating model and highlights ongoing efforts to balance long-term growth opportunities with efficient liability management. We’ll explore how this major reinsurance partnership...

Soho House & Co reported its second quarter and six-month 2025 financial results, recording sales of US$251.13 million and revenue of US$329.8 million for the quarter, with net income of US$24.89 million, an improvement from a net loss of US$29.9 million last year. This marks the company's transition from losses to profitability, highlighting operational improvements and stronger performance over the previous year's equivalent periods. We'll now examine how Soho House & Co's return to net...

Rush Enterprises recently reported its second quarter and six-month 2025 financial results, announced a US$0.19 per share cash dividend for shareholders of record as of August 12, and updated the completion of a share repurchase program totaling more than 2% of shares outstanding since April 2025. These announcements collectively highlight how the company is balancing shareholder returns with its operational performance amid a period of stable but slightly lower revenue and profits compared...

On July 30, 2025, NorthWestern Energy Group reported its second quarter financial results and announced it will provide energy services for Quantica Infrastructure’s proposed Montana data center, with a declared quarterly dividend of US$0.66 per share payable September 30, 2025. This energy services agreement positions NorthWestern Energy to potentially supply up to 1 gigawatt of power, highlighting surging regional demand linked to tech sector expansion and data center growth. To assess how...