U.S. Insurance Stock News

NYSE:NEM
NYSE:NEMMetals and Mining

Newmont’s Ahafo North Start Tests Growth, Cash Flow And Risk Profile

Newmont (NYSE:NEM) has started commercial production at its Ahafo North mines in Ghana. The new operation is expected to meaningfully affect the company’s gold output and long term operating profile. The project adds another producing asset in West Africa, contributing to Newmont’s regional diversification. For you as an investor, Ahafo North fits into Newmont’s role as a large global gold producer with a portfolio spread across multiple regions. Gold miners have been in focus as investors...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo (PEP) Pricing Look Attractive After Strong Recent Share Price Performance?

If you are wondering whether PepsiCo at around US$170.49 is offering fair value or a stretch price, starting with a clear look at the numbers can help you frame that question. The stock has posted returns of 11.0% over the past 7 days, 24.4% over 30 days, 19.9% year to date, 22.6% over 1 year and 6.8% and 48.6% over 3 and 5 years respectively. This gives you a recent performance backdrop before you think about what you are paying today. Recent news coverage around PepsiCo has focused on its...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH) Q2 Earnings Strengthen Bullish Narrative On 26.7% TTM EPS Growth

Cardinal Health (CAH) just posted its Q2 2026 numbers, with revenue of about US$65.6b, basic EPS of US$1.98 and net income excluding extra items of US$467m setting the tone for the latest update. Over the last few quarters the company has seen revenue move from US$55.3b in Q2 2025 to US$60.2b in Q4 2025, US$64.0b in Q1 2026 and now US$65.6b in Q2 2026. Basic EPS stepped through US$1.65, US$1.00, US$1.89 and US$1.98 over the same periods, which feeds into trailing twelve month EPS of US$6.97...
NYSE:DTM
NYSE:DTMOil and Gas

A Look At DT Midstream (DTM) Valuation After Leadership Moves At The Top

DT Midstream (DTM) has announced a leadership reshuffle, with longtime CEO David Slater moving to Executive Chairman and current Chief Operating Officer Christopher Zona taking on the additional role of President. See our latest analysis for DT Midstream. The leadership changes come as DT Midstream’s share price has gained momentum, with a 30 day share price return of 7.99% and a 90 day share price return of 12.79%, contributing to a 1 year total shareholder return of 30.26% and a 3 year...
NYSE:PWR
NYSE:PWRConstruction

Is Quanta Services (PWR) Quietly Becoming a Core AI Power Infrastructure Play?

In recent sessions, Quanta Services drew attention as investors focused on its upcoming February 19, 2026 earnings release and expectations for higher earnings and revenue compared with the prior year. Beyond the near-term results, the company’s large project backlog and role in upgrading power infrastructure for AI-driven data centers underline its importance to long-term grid investment themes. With this context, we’ll explore how rising demand for power infrastructure tied to AI data...
NYSE:FHN
NYSE:FHNBanks

First Horizon Dividend Declarations Highlight Ongoing Capital Return Balance

First Horizon (NYSE:FHN) has declared new dividends on its common stock. The company also announced fresh dividend payments across multiple preferred stock series. The decision affects both income focused common shareholders and holders of its preferred securities. For investors watching NYSE:FHN, the latest dividend declarations come with the stock trading around $26.23. Over the past year, the share price has returned 21.0%, and 99.8% over five years, while the year to date move sits at...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Columbia Sportswear (COLM) Valuation Check After Earnings Beat And Upbeat 2026 Growth Guidance

Columbia Sportswear (COLM) is back in focus after its latest quarterly update, where earnings and profitability came in ahead of Wall Street estimates and 2026 guidance pointed to growth in both net sales and earnings. See our latest analysis for Columbia Sportswear. The earnings beat and upbeat 2026 guidance helped spark a sharp shift in sentiment, with a 1 day share price return of 3.27% and a 90 day share price return of 22.06%. However, the 1 year total shareholder return is still...
NYSE:IVT
NYSE:IVTRetail REITs

A Look At InvenTrust Properties (IVT) Valuation After Recent Share Price Momentum

InvenTrust Properties (IVT) has drawn fresh attention after recent trading, with the share price last closing at US$30.42. For investors, the focus now is how this essential retail REIT’s fundamentals line up with that price. See our latest analysis for InvenTrust Properties. While InvenTrust’s share price slipped 0.78% over the last session to US$30.42, the 30 day share price return of 5.44% and 90 day gain of 10.62% suggest momentum has been building on top of a 5 year total shareholder...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway (BRK.A) Is Up 5.5% After Greg Abel Begins Redeploying Buffett-Era Cash Hoard

Berkshire Hathaway has entered a new era as Warren Buffett stepped down as CEO at the end of 2025, with Greg Abel taking the helm and moving to reshape the conglomerate’s portfolio, including plans to sell its long-held stake in Kraft Heinz. This leadership handover coincides with Berkshire controlling more than US$380 billion in cash and seeing its investments in five Japanese trading houses grow to a value approaching US$40 billion, giving Abel significant financial room to recalibrate the...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Should Baidu’s New Dividend And US$5 Billion Buyback Plan Require Action From BIDU Investors?

Baidu’s board has approved its first-ever dividend policy and a new share repurchase program of up to US$5.00 billion, effective through December 31, 2028, marking a shift toward recurring capital returns funded by operating profits, potential non-core asset disposals and other investment income. This move brings Baidu’s capital allocation closer to peers such as Alibaba and Tencent while the company continues to invest heavily in AI, including its Ernie assistant and the planned Hong Kong...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Is Down 9.9% After Landmark U.S. Army AI Contract And EMBERPOINT Role - Has The Bull Case Changed?

In late January 2026, Salesforce announced a US$5.60 billion, 10‑year IDIQ contract with the U.S. Army and joined EMBERPOINT LLC alongside Lockheed Martin, PG&E and Wells Fargo to supply AI‑enabled data, cloud and coordination tools for defense and wildfire mitigation. These moves highlight how Salesforce is positioning its Agentforce and data platforms at the core of mission‑critical government and public‑safety systems, even as software peers face mounting AI‑related business model...
NYSE:FHI
NYSE:FHICapital Markets

Is Federated Hermes (FHI) Pricing Reflect Its Strong Multi Year Returns And Low P/E Ratio

If you are looking at Federated Hermes and wondering whether the current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock recently closed at US$52.12, with returns of a 2.2% decline over 7 days, a 0.9% decline over 30 days, a 0.5% decline year to date, and gains of 38.3% over 1 year, 48.3% over 3 years, and 123.8% over 5 years, which may have caught the eye of investors reassessing risk and return. Recent...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Expands Trade And Healthcare Campuses As Growth Test

Universal Technical Institute (NYSE:UTI) is expanding its U.S. footprint with new campuses in Atlanta and San Antonio. The San Antonio location is planned as the company’s first campus focused exclusively on skilled trades. UTI is also adding a new healthcare facility in Phoenix and planning more than 20 new programs for 2026. The expansion is aimed at addressing ongoing skilled labor and healthcare worker shortages across the country. Universal Technical Institute, listed on the NYSE under...
NYSE:HG
NYSE:HGInsurance

Hamilton Insurance Group Governance Move As Compliance And Valuation Come Into Focus

Hamilton Insurance Group (NYSE:HG) has appointed Moussa Thiam as Group Head of Compliance. The promotion reflects the insurer's focus on governance and regulatory oversight as a public company. The role covers compliance across Hamilton's global operations and multiple regulatory regimes. For investors tracking NYSE:HG, this move comes as the stock trades at $29.7, with a 1 year return of 57.2%. Shares are also showing shorter term strength, with returns of 7.0% over the past week and 12.0%...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Assessing Exact Sciences (EXAS) Valuation After Oncotype DX Reaches 2 Million Patients

What the Oncotype DX milestone means for Exact Sciences (EXAS) investors Exact Sciences (EXAS) is back in focus after announcing that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than 2 million breast cancer patients worldwide. For you as an investor, this milestone highlights growing clinical use, long-running evidence behind the assay, and its role in treatment decision support. All of these factors feed directly into perceptions of the company’s...
BATS:CBOE
BATS:CBOECapital Markets

Cboe Global Markets (CBOE) Margin Improvement Challenges Cautious Earnings Narratives

Cboe Global Markets (CBOE) closed FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$2.99, setting the tone for a year where trailing twelve month revenue reached US$4.7b and EPS came in at US$10.46. The company has seen revenue move from US$4.1b and EPS of US$7.24 on a trailing basis at the end of 2024 to US$4.7b and EPS of US$10.46 by Q4 2025, framing a set of results where stronger earnings sit alongside improved profitability ratios and provide investors with a clearer view of...
NYSE:FERG
NYSE:FERGTrade Distributors

Assessing Ferguson (FERG) Valuation After Dividend Increase And Moore Supply Acquisition

Recent comments from Ferguson Enterprises (FERG) CEO Kevin Murphy put the focus on execution in a tougher market, with a 7% dividend increase and the Moore Supply Company acquisition drawing fresh attention to the stock. See our latest analysis for Ferguson Enterprises. The recent 18.43% 1 month share price return and 16.77% year to date share price return to $262.76 suggest momentum has picked up again. The 50.79% 1 year and 91.88% 3 year total shareholder returns show longer term investors...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix Warner Bros. Deal Scrutiny Raises Questions On Valuation And Risks

Netflix (NasdaqGS:NFLX) faces extensive U.S. and European regulatory scrutiny over its proposed US$82.7b acquisition of Warner Bros. Discovery. The U.S. Department of Justice has opened an antitrust investigation that now covers both the merger terms and potential anticompetitive behavior. Ongoing U.S. Senate hearings and bipartisan political debate are adding pressure and elevating uncertainty around whether the deal will proceed as proposed. For investors watching Netflix, this proposed...
NYSE:FIGS
NYSE:FIGSLuxury

FIGS Olympic Push With Lindsey Vonn Tests Premium Valuation Narrative

FIGS (NYSE:FIGS) has partnered with Olympic skier Lindsey Vonn ahead of the 2026 Winter Olympics. The company introduced a limited edition FIGS x Team USA collection designed for medical professionals. FIGS extended its collaboration with the US Olympic & Paralympic Committee through the LA 2028 Games. At a share price of $10.74, FIGS is drawing fresh attention as it aligns its healthcare apparel brand with one of the highest profile global sporting events. The stock has returned 101.9%...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Evaluating Medline (MDLN) After Recent Share Price Momentum And A 31.1x P/E Multiple

Medline triggered by recent share performance Medline (MDLN) has drawn fresh interest after a recent daily move of 2.38%, building on a 7% gain over the past week and about 17% return over the past month. See our latest analysis for Medline. That recent 16.99% 1 month share price return and 16.45% year to date share price return, with the stock now at $47.30, points to momentum building rather than fading as investors react to Medline’s growth and earnings profile. If Medline’s move has you...
NYSE:ASAN
NYSE:ASANSoftware

Is It Time To Reassess Asana (ASAN) After Its Sharp Share Price Slide

If you are wondering whether Asana’s share price now reflects its true worth or if the market has gone too far, you are not alone. The stock last closed at US$8.76 and has seen a 14.5% decline over the past week, a 35.3% decline over the past month, and a 59.9% decline over the past year, with longer term 3 year and 5 year returns of 39.5% and 78.9% declines. Recent headlines around Asana have kept attention on how the company is positioned in the work management software space and on how...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Broad S&P Index Inclusion Might Change The Case For Investing In Apellis Pharmaceuticals (APLS)

In late January 2026, Apellis Pharmaceuticals, Inc. was added to several S&P indices, including the S&P 1000, S&P 600, S&P Composite 1500, and the S&P 600 Health Care sector. This broad index inclusion meaningfully raises Apellis Pharmaceuticals’ profile among institutional investors and index-tracking funds, potentially reshaping its shareholder base and trading characteristics. We will explore how Apellis Pharmaceuticals’ addition to multiple S&P indices could influence its investment...
NYSE:JOE
NYSE:JOEReal Estate

A Look At St. Joe (JOE) Valuation As Fairholme Trims Its Highly Concentrated Position

Fairholme Fund’s latest N-PORT filing shows it trimmed its stake in St. Joe (JOE) by 104,100 shares, yet the stock still represents 87.04% of the portfolio. This raises questions about concentration and risk. See our latest analysis for St. Joe. At a share price of $68.56, St. Joe has seen a 10.99% 1 month share price return and a 17.16% 3 month share price return, while its 1 year total shareholder return stands at 48.10%, suggesting momentum has been building even as Fairholme trims its...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

Taboola (TBLA) Valuation Check After Prolonged Share Price Weakness And High P/E Multiple

Recent performance and key financial context Taboola.com (TBLA) has been under pressure recently, with the share price at US$3.60 after a 1 day return of negative 0.8%, a month return of negative 15.7% and a past 3 months return of negative 5%. Over the past year, the stock shows a total return of negative 8.6%, while the year to date move is negative 18.7%. Longer term, the reported 3 year total return is negative 9.1% and the 5 year total return is negative 72.4%. The company reports annual...