U.S. Insurance Stock News

In February 2026, Hilton Grand Vacations reported fourth-quarter 2025 sales of US$1,058 million and revenue of US$1,333 million, with net income rising to US$48 million and diluted earnings per share from continuing operations of US$0.55, while also completing its July 2025 share repurchase authorization by buying back 5,938,542 shares for US$261.36 million. Beyond the headline earnings growth, the combination of higher profitability and a completed buyback program highlights how Hilton...

Molina Healthcare recently presented at the TD Cowen 46th Annual Health Care Conference in Boston, while also facing a shareholder legal investigation into its disclosures around medical cost trends and the alignment of premium rates with utilization. This combination of public scrutiny and legal review is prompting investors to reassess how reliable Molina’s reported earnings are and how much risk is embedded in its Medicaid and Medicare-focused model. Next, we’ll examine how the...

Genius Sports (GENI) is back in focus after reporting fourth quarter and full year 2025 results, reaffirming 2026 revenue guidance and unveiling new advertising partnerships with Magnite and NBC Sports Regional Networks. See our latest analysis for Genius Sports. Despite the new partnerships and reaffirmed 2026 revenue guidance, Genius Sports’ recent momentum has been weak. The 30-day share price return is 17.82% and the 90-day share price return is 52.89%, even though the 3-year total...

If you are wondering whether Sandisk's current share price still offers value, this article walks through what the numbers are really saying about the stock. Sandisk recently closed at US$655.43, with returns of 9.4% over the last 7 days, 12.3% over the last 30 days, and 138.1% year to date, while the 1 year return is very large. Recent coverage of Sandisk has focused on its sharp share price moves and how investors are reacting to the company’s position in the tech sector. This backdrop is...

What recent performance says about Firefly Aerospace Firefly Aerospace (FLY) has drawn fresh attention after a 6.2% gain over the past day, even as the stock shows a 3.7% decline over the past week and double digit declines over the month and past 3 months. That short term spike, set against weaker recent returns and a market value near US$20.60 per share at the last close, has investors revisiting how the company’s space and defense profile compares with its current valuation. See our latest...

Belden Inc. recently launched a next-generation, hardware-agnostic Virtual Firewall for operational technology environments and new LioN-X LC Digital I/O Modules, aiming to improve scalable cybersecurity and network efficiency across data center, industrial and OT settings. The introduction of Belden-branded digital I/O modules and tiered, deep packet inspection-focused cybersecurity licensing marks a meaningful expansion of the company’s role in converged OT security and industrial...

In the past quarter, Fidelis Insurance Holdings reported a 10.8% year-on-year revenue decline, missing analyst estimates for both revenue and net premiums earned and lagging sector peers. Management nonetheless highlighted an 80.6% combined ratio and an annualized Operating ROAE of 18.3%, underscoring a focus on underwriting discipline and capital allocation despite softer top-line performance. We’ll now examine how Fidelis’s weaker-than-expected revenue and net premiums earned might...

IonQ and the University of Cambridge announced the IonQ Quantum Innovation Centre, centered on deploying IonQ’s 256 qubit system on campus. The partnership focuses on quantum research, commercialization, and workforce development within the UK’s quantum ecosystem. Researchers and industry partners will gain cloud access to IonQ hardware as part of the new Centre’s capabilities. IonQ (NYSE:IONQ) is drawing attention as it ties its commercial hardware directly to one of Europe’s leading...

Salesforce (NYSE:CRM) has launched a US$25b senior notes offering, the largest debt sale in the company’s history. The proceeds are intended to fund share repurchases under Salesforce’s US$50b buyback program. The shift in capital allocation has already drawn at least one credit rating downgrade from a major agency. Salesforce, best known for its cloud based customer relationship management platform, is now pairing its software story with a much bigger focus on capital returns. The US$25b...

If you are wondering whether Sanmina's current share price still reflects good value or if the easy gains are behind it, this article walks through the key numbers that can help you answer that for yourself. Sanmina's share price closed at US$126.88, with a 9.1% decline over the last 7 days and a 15.9% decline over the last 30 days, although the 1 year return sits at 69.6% and the 3 and 5 year returns are 121.9% and 197.6% respectively. Recent price moves sit against a backdrop of ongoing...

Ares Management (ARES) has been in the spotlight after outlining its growth vision at the 2026 RBC Capital Markets Conference, including plans in digital infrastructure, renewable energy, sports assets and Asia focused private credit. See our latest analysis for Ares Management. The recent conference commentary and Asia private credit launch sit against a weaker tape, with a 30 day share price return of negative 24.62% and a 90 day share price return of negative 41.51%. However, the 5 year...

SLB (NYSE:SLB) reports operational disruptions in parts of the Middle East following escalating regional events. The company has activated crisis response teams, suspended travel, and partially demobilized operations in affected countries. SLB now expects lower first quarter revenue and higher costs as a direct result of these actions. SLB is one of the largest global oilfield services providers, supplying technology and services that help energy producers find and develop reserves. The...

Earnings, dividend and analyst interest put Marex Group (MRX) in focus Marex Group (MRX) is back on investors’ radar after reporting fourth quarter and full year 2025 results, approving a $0.15 per share dividend and drawing renewed attention from several major broker research desks. See our latest analysis for Marex Group. The latest earnings and dividend news arrives after a weaker patch in the share price, with a 7 day share price return of 10.39% and a 30 day share price return of 12.71%...

Investors may be wondering if Agnico Eagle Mines is still good value after its strong run, or if the stock is starting to look fully priced. The share price recently closed at US$222.81, with returns of 6.2% over 30 days, 30.7% year to date, 122.8% over 1 year, 392.2% over 3 years and 309.6% over 5 years. These figures will shape how you think about future upside and risk. Recent news flow around Agnico Eagle Mines has focused on its position in the gold sector. This has included coverage of...

CarMax (KMX) is back in the spotlight after activist investor Starboard Value built a roughly $350 million stake and nominated two directors, pushing for cost cuts, pricing changes, and stronger digital execution. See our latest analysis for CarMax. At a share price of US$42.50, CarMax has seen a 1-day share price return of 0.85% and a 7-day share price return of 0.90%. The 30-day share price return shows an 8.52% decline, which contrasts with a year-to-date share price return of 8.17%,...

Viper Energy (VNOM) has been busy in the capital markets, completing a roughly US$798 million follow on equity offering and filing a new universal shelf registration while withdrawing an older debt focused shelf. See our latest analysis for Viper Energy. These capital markets moves come after a period of steady share price gains, with a 90 day share price return of 7.77% and a year to date share price return of 12.97% at a latest share price of US$43.81. Over the past year, the total...

This article focuses on giving you a clear framework to assess whether GameStop's current share price aligns with its underlying value, or whether the story is driven more by sentiment. Over the last 7 days GameStop has returned 2.5%, with a 30 day return of a 0.7% decline, a year to date return of 18.6%, a 1 year return of 12.5%, a 3 year return of 55.2%, and a 5 year return of a 52.8% decline. This highlights how mixed the stock's recent history has been. These moves sit against a backdrop...

In early March 2026, GE HealthCare announced that its View diagnostic viewer within the Genesis Radiology Workspace received FDA 510(k) clearance, and it showcased a broad suite of AI-powered, cloud-first software solutions at the HIMSS 2026 conference in Las Vegas. This combination of regulatory progress and expanded AI offering underscores GE HealthCare’s push to make imaging and clinical workflows more efficient and interoperable across care settings. With FDA-cleared Genesis View as a...

If you are looking at USA Compression Partners and wondering whether the current unit price offers fair value, it helps to separate recent market excitement from what the numbers actually suggest. The units last closed at US$27.45, with returns of 2.7% over 30 days, 15.4% year to date and 18.3% over 1 year. This may have some investors asking whether the recent run still leaves room for an appealing entry point or signals a shift in risk perception. Recent coverage of USA Compression...

In February 2026, American States Water reported fourth-quarter 2025 diluted earnings per share of US$0.74 and outlined plans to invest US$185 million to US$225 million in capital expenditures during 2026, with adjusted results showing improvement in its core water business versus the prior year. This combination of stronger underlying water segment earnings and a sizeable 2026 investment program highlights management’s focus on reinforcing long-term infrastructure and operational...

Applied Materials (AMAT) has drawn fresh attention after unveiling long-term collaborations with Micron and SK hynix centered on next-generation DRAM, high-bandwidth memory and NAND for energy efficient AI systems. See our latest analysis for Applied Materials. The recent Micron and SK hynix agreements come on top of a strong run, with a 30 day share price return of 6.2%, a 90 day return of 30%, and a 1 year total shareholder return of about 138%. This suggests momentum has been building...

Cloudflare (NET) is back in focus after its latest earnings report, where revenue reached US$614.51 million and topped consensus estimates, and new annual contract value grew nearly 50% alongside strong AI related usage trends. See our latest analysis for Cloudflare. The earnings surprise and AI focused commentary have been followed by a 22.59% 1 month share price return and a 14.58% 7 day share price return, while Cloudflare’s 1 year total shareholder return of 78.39% and roughly 3 year...

Why American Express is on investors’ radar today American Express (AXP) continues to draw attention after recent share price moves, with the stock showing mixed performance over the past week, month and past 3 months as investors reassess its valuation. See our latest analysis for American Express. At a share price of US$305.99, American Express has recently seen a 30 day share price return decline of 14.92% and a 90 day share price return decline of 20.50%. However, its 1 year total...

XPEL (XPEL) has drawn investor attention after a period of mixed share performance, with the stock showing a return of 27.35% over the past year but negative moves over the past 3 months. See our latest analysis for XPEL. Recent trading has been choppy, with a 30 day share price return of a 25.13% decline and a 90 day share price return of a 22.34% decline, which contrasts with a 27.35% gain in 1 year total shareholder return and suggests that momentum has faded after earlier strength. If...