U.S. Insurance Stock News

In January 2026, Phillips 66 became one of the first U.S. refiners to secure heavily discounted Venezuelan crude oil shipments after Washington eased import restrictions, giving its complex refineries access to cheaper heavy feedstock. This move highlights how access to lower-cost, heavier crude can materially influence refining economics and reposition U.S. refiners in global supply chains. We’ll now examine how access to discounted Venezuelan crude shapes Phillips 66’s investment...

What recent performance says about Blue Bird (BLBD) Blue Bird (BLBD) has drawn investor attention after a mixed recent run, with a 1 day decline, modest gains over the past week, and weaker returns over the month and the past 3 months. See our latest analysis for Blue Bird. At a share price of US$49.57, Blue Bird’s recent 1 day and 3 month share price declines sit against a year to date share price return of 6.01% and a 1 year total shareholder return of 30.21%. This suggests momentum has...

Why RPC (RES) is on investors’ radar RPC (RES) has attracted attention after recent share price moves, with the stock’s one-month and three-month performance prompting investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for RPC. Recent trading has been strong, with an 18.42% 1 month share price return and 33.68% 3 month share price return, while the 5 year total shareholder return of 41.41% contrasts with a weaker 3 year record. If RPC’s...

Why Coinbase Global stock is drawing fresh attention Coinbase Global (COIN) has come back into focus for investors after a stretch of weaker recent returns, including negative moves over the past week, month and past 3 months. See our latest analysis for Coinbase Global. Those short term share price declines, including the recent 7 day and 90 day pullbacks, sit alongside a weaker year to date share price return and a much stronger 3 year total shareholder return. Together, these factors...

Emirates Global Aluminium and Century Aluminum announced a joint development agreement to build the first new U.S. primary aluminum smelter since 1980, a 750,000‑tonne‑per‑year plant in Inola, Oklahoma that is expected to create 1,000 permanent jobs and 4,000 construction jobs. The project, which will use EGA’s latest EX smelting technology and focus both partners’ greenfield efforts on the Inola site, could materially reshape America’s aluminum supply chain and industrial capability. We’ll...

Recent shifts in analyst views on Caesars Entertainment (CZR) have put the stock back in focus, with firms split between concerns about softer gaming and leisure trends and interest in its cost position and earnings potential. See our latest analysis for Caesars Entertainment. At a share price of $23.35, Caesars has seen a 5.70% 90 day share price return but a 1 year total shareholder return decline of 33.32%, suggesting recent momentum contrasts with a tougher longer term track record as...

Analyst downgrade and sharp price move put Materion in focus Seaport Global’s downgrade of Materion (MTRN) to a neutral stance, paired with a single day share price drop of about 10%, has pushed the stock onto many investors’ watchlists. See our latest analysis for Materion. The downgrade comes after a sharp 1 day share price return of about 9% decline and a 7 day share price return of 7.4% decline, which contrasts with Materion’s 1 year total shareholder return of 33.2% and 5 year total...

FirstCash Holdings (FCFS) recently outlined plans for continued expansion in Mexico and Latin America, centered on new store openings, selective acquisitions, and a focus on stable pawn operations, merchandise margins, and consumer lending activities. See our latest analysis for FirstCash Holdings. Against this expansion backdrop, FirstCash Holdings’ shares, last at US$167.43, show a 30 day share price return of 4.02% and a 90 day share price return of 12.17%. The 1 year total shareholder...

Exxon Mobil (XOM) heads into its upcoming earnings report with fresh attention on its Baytown, Texas reconfiguration project, which targets expanded diesel output and a full Group I to V base stock offering by 2028. See our latest analysis for Exxon Mobil. The recent Baytown upgrade plans, new loyalty platform rollout across Europe, and anticipation ahead of Friday’s earnings come against a backdrop of a 17.33% 90 day share price return and a 27.01% 1 year total shareholder return, suggesting...

Fresh Del Monte Produce, a major supplier of fresh fruits and vegetables, has seen sales stagnate over the past three years, with analysts now projecting a 2.9% revenue decline over the next 12 months. This combination of flat recent performance and expected revenue pressure has sharpened investor focus on how the company can reignite demand and growth. We’ll now examine how concerns about a forecast 2.9% revenue decline may reshape Fresh Del Monte Produce’s broader investment narrative. The...

Ford Motor (F) has just overhauled its electric vehicle plans, discontinuing the current F-150 Lightning and booking a near US$20b special charge, while targeting a new, lower priced midsize electric pickup. See our latest analysis for Ford Motor. Ford shares have been relatively steady in the short term, with a modest 30 day share price return of 1.88%, while the 1 year total shareholder return of 40.32% points to stronger longer term momentum as investors weigh the EV reset alongside recent...

Home BancShares, Inc. recently reported fourth-quarter 2025 results showing higher net interest income of US$231.59 million and net income of US$118.23 million, alongside a regular US$0.21 per-share quarterly dividend declared for payment on March 4, 2026. Investors also saw sharply lower net loan charge-offs of US$2.47 million versus US$53.39 million a year earlier, completion of a long-running US$604.83 million buyback program, and the appointment of John W. Allison II to the board,...

The Coca-Cola Company recently announced past and upcoming leadership and organizational changes, including appointing Henrique Braun as CEO from March 31, 2026, creating a Chief Digital Officer role for Sedef Salingan Sahin, and halting the planned sale of Costa Coffee after bids fell short of expectations. Together, these moves highlight Coca-Cola’s intent to tighten portfolio management while embedding digital capabilities more deeply across its global beverage operations. We’ll now...

Dividend increase and investor focus Edison International (EIX) recently announced a 6% lift in its quarterly dividend, extending its track record of annual dividend growth and putting income reliability front and center for investors watching the utility sector. See our latest analysis for Edison International. The dividend news lands as Edison International’s share price has been steady to slightly positive, with an 8.42% 90 day share price return and a 32.52% five year total shareholder...

Earlier this week, easing geopolitical tensions in Greenland reduced market uncertainty and brightened sentiment toward higher-risk growth areas such as automation software and AI. For UiPath, this improved backdrop highlighted how external macro shifts, rather than new company-specific developments, can meaningfully influence investor appetite for automation and AI platforms. Against this backdrop of easing geopolitical tensions, we will examine how shifting risk appetite for AI-driven...

In January 2026, AST SpaceMobile announced that its next-generation BlueBird 7 satellite, identical to BlueBird 6 and featuring a nearly 2,400-square-foot commercial communications array capable of peak data rates up to 120 Mbps, is scheduled to launch in late February on Blue Origin’s New Glenn rocket from Cape Canaveral. Paired with its recent award of a prime position on the U.S. Missile Defense Agency’s SHIELD program, the mission underscores how AST SpaceMobile’s large, patent-backed...

In recent days, EchoStar has been in focus as investor attention intensified around SpaceX’s reported selection of major banks for a potential initial public offering and EchoStar’s earlier wireless license deals with AT&T and SpaceX. An interesting angle for investors is that EchoStar is increasingly being treated as a sector proxy for satellite and wireless assets linked, directly and indirectly, to SpaceX’s capital markets profile. We’ll now examine how EchoStar’s role as a proxy for...

Align Technology has outlined that past restructuring actions, ongoing technological innovation and the rollout of its new 0x3 product suite are expected to support operating margin expansion of at least 100 basis points year over year in 2026. A key element of this roadmap is a new three‑year treatment product without built‑in refinements, which could change how doctors manage costs and customize purchases for patients. With these restructuring benefits and the 0x3 suite’s refined treatment...

Murphy Oil Corporation has completed a US$500,000,000 offering of 6.500% notes due 2034 and outlined plans to redeem existing notes, reduce revolving credit facility borrowings, and fund general corporate purposes, while separately reporting that its Civette-1X exploration well offshore Cote d'Ivoire encountered non-commercial hydrocarbons. Although Civette-1X did not yield commercial volumes, Murphy Oil’s continued focus on the Caracal and Bubale prospects, alongside refinancing higher-cost...

Why First Merchants Stock Is Back in Focus Ahead of Earnings First Merchants (FRME) is drawing attention as investors look toward its quarterly earnings release, with recent coverage highlighting expectations for a year over year revenue decline and how results might compare with regional bank peers. See our latest analysis for First Merchants. At a share price of US$38.09, First Merchants has seen a 4.1% 90 day share price return, while its 1 year total shareholder return of a 4.1% decline...

In recent days, analyst forecasts indicated that UMB Financial could post quarterly earnings per share of US$2.71 on revenues of about US$678.95 million, alongside improvements in efficiency and capital ratios compared with the prior year. This outlook builds on the bank’s reported 17.8% annual net interest income growth and stronger net interest margins over the last five years, giving it additional resources to fund expansion initiatives. Next, we’ll look at how this combination of...

Coastal Financial disclosed that CEO Eric M. Sprink recently sold 12,402 shares under a pre-arranged 10b5-1 trading plan, while TD Cowen reaffirmed its positive stance on the bank ahead of its scheduled February 3 earnings report. The combination of a planned executive share sale and upbeat analyst expectations puts extra attention on how Coastal’s upcoming results could shape views on its earnings power. We’ll now look at how the anticipated earnings update, alongside the CEO’s planned...

In January 2026, Boehringer Ingelheim announced a clinical collaboration with Jazz Pharmaceuticals to test a combination of zongertinib and zanidatamab in a Phase 1b cohort for HER2-positive breast cancer within the ongoing Beamion-BCGC1 trial. This partnership links two recently approved HER2-targeted therapies from different cancer settings, aiming to generate data on dual HER2 blockade that could shape future treatment options across HER2-driven tumors. Next, we’ll examine how this dual...

GlobalFoundries recently appointed Ganesh Moorthy, former president and CEO of Microchip Technology and a veteran of Intel, to its board of directors effective January 15, 2026. By adding a director with deep experience in manufacturing, product innovation and customer-focused execution across multiple semiconductor companies, GlobalFoundries is signaling a strengthened governance bench for its long-term growth plans. We will now examine how Moorthy’s extensive semiconductor leadership...