U.S. Insurance Stock News

NYSE:DAC
NYSE:DACShipping

Assessing Danaos (DAC) Valuation After Strong 2025 Results And New Dividend

Why Danaos is in Focus After Its Latest Results Danaos (DAC) just released its fourth quarter and full year 2025 results alongside a new dividend declaration, giving investors fresh data on profitability and cash returns to shareholders. The company reported quarterly sales of US$266.27 million and net income of US$117.91 million, and declared a US$0.90 per share dividend payable in early March 2026. See our latest analysis for Danaos. Danaos shares trade at US$107.31 after a 1 day share...
NYSE:POST
NYSE:POSTFood

The Bull Case For Post Holdings (POST) Could Change Following Expanded Buybacks And Leadership Shake-Up

Post Holdings has recently reported first-quarter 2026 results, completed a US$122.1 million buyback tranche, authorized a new US$500 million repurchase program, amended its articles of incorporation, and announced several leadership changes, including a new CEO for Post Consumer Brands and two additions to its Board. These moves collectively highlight Post’s focus on capital returns and governance, while placing fresh leadership at the center of its largest consumer and pet food...
NYSE:BX
NYSE:BXCapital Markets

Is It Time To Reassess Blackstone (BX) After The Recent Share Price Slide?

If you are wondering whether Blackstone's current share price reflects its true worth, you are not alone. The stock has drawn attention from investors trying to work out if it still offers value after recent moves. The share price closed at US$131.39, with a 1.8% decline over the last 7 days, a 19.6% decline over the last 30 days, a 17.3% decline year to date and an 18.5% decline over the last year, while the 3 year and 5 year returns sit at 58.9% and 124.9% respectively. These mixed return...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

Is Real‑World Amtagvi Response Data Altering The Investment Case For Iovance Biotherapeutics (IOVA)?

In early February 2026, Iovance Biotherapeutics reported real-world retrospective data showing a best-in-class clinical profile and unprecedented response rates for its commercial T cell therapy Amtagvi (lifileucel) in patients with advanced, unresectable or metastatic melanoma. This real-world evidence suggests Amtagvi could play a more central role in the treatment landscape for previously treated advanced melanoma, potentially reinforcing physician confidence in TIL-based therapies. We’ll...
NasdaqGS:MANH
NasdaqGS:MANHSoftware

Is Manhattan Associates (MANH) Quietly Recasting Its Cloud Moat With Record Bookings And New AI Agents?

In early 2026, Manhattan Associates reported a record fourth quarter for 2025, highlighted by all-time high cloud bookings and a broad increase in its 2026 guidance. The company also introduced commercial AI agents that management believes can immediately boost upsell potential across its cloud customer base through greater automation and productivity. We’ll now examine how Manhattan Associates’ record cloud performance and AI agent launch could shape the company’s broader investment...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta Targets Shadow AI And Threat Actors As Shares Trade Below Targets

Okta has introduced new shadow AI agent discovery capabilities within its Identity Security Posture Management product, targeting unsanctioned AI tool usage inside organizations. The company also released research on North Korean threat actors using false identities to secure remote employment and abuse corporate access. Both developments highlight emerging risks around AI adoption and identity abuse that could affect how enterprises think about security controls. For investors tracking...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

A Look At Zions Bancorporation (ZION) Valuation After New US$500 Million Senior Notes Pricing

Zions Bancorporation National Association (ZION) recently priced US$500,000,000 of fixed to floating rate senior notes due 2029, a funding move intended to pay down short term borrowings and adjust its interest rate exposure. See our latest analysis for Zions Bancorporation National Association. At a latest share price of US$61.53, Zions has seen a 22.01% 90 day share price return alongside an 11.99% 1 year total shareholder return. This suggests momentum has been building as investors react...
NasdaqGM:EXPI
NasdaqGM:EXPIReal Estate

Is It Time To Revisit eXp World Holdings (EXPI) After Prolonged Share Price Weakness

If you are wondering whether eXp World Holdings at around US$7.50 is a bargain or a value trap, you are not alone, and this article is built to help you frame that question clearly. The share price is around US$7.50, with returns of 2.7% decline over 7 days, 21.4% decline over 30 days, 17.6% decline year to date, 32.3% decline over 1 year and 41.2% decline over 3 years. This raises fair questions about how the market currently views its prospects and risks. Recent news coverage has focused...
NasdaqCM:IGIC
NasdaqCM:IGICInsurance

How Expected Earnings Decline Amid Revenue Growth Will Impact International General Insurance Holdings (IGIC) Investors

International General Insurance Holdings Ltd. recently reported that analysts expected a year-over-year earnings decline alongside higher revenues for the quarter ended December 2025, ahead of its earnings release on February 24. This combination of weaker earnings and stronger top-line performance has sharpened attention on how management will frame business conditions and future profitability during the earnings call. We’ll now examine how anticipation of lower earnings despite higher...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Booking Holdings Links Route 66 Centennial Deal To Valuation Story

Booking.com, part of Booking Holdings (NasdaqGS:BKNG), has been named Official Travel Partner of the Route 66 Centennial. The partnership centers on the 2026 centennial celebrations of Route 66, a year-long series of road trip themed events across the historic highway. The agreement positions Booking.com as a key platform for travelers planning lodging and related services along the Route 66 corridor. For Booking Holdings, known for its global travel brands and online booking platforms,...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Is F5’s AI‑Focused Scality Integration Reshaping Its Hybrid Data Strategy and Investment Narrative (FFIV)?

On 18 February 2026, F5 and Scality announced an expanded partnership that integrates F5’s Application Delivery and Security Platform with Scality’s highly scalable, S3-compatible object storage to support secure, high-performance AI, analytics, and data-intensive workloads across on-premises, cloud-native, and hybrid environments. This joint architecture could matter for enterprises because it aims to remove data bottlenecks and complexity as AI adoption and compliance requirements...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation (ROK) Is Down 5.8% After Raising FY26 Guidance And Filing ESOP Share Shelf - Has The Bull Case Changed?

Rockwell Automation recently reported stronger first-quarter fiscal 2026 results, raised its full-year earnings guidance, affirmed its US$1.38 quarterly dividend, and filed a US$4.18 billion shelf registration for 10,600,000 common shares tied to an ESOP-related offering. Together with ongoing share repurchases and growing adoption of its automation and digital twin solutions, these updates highlight Rockwell Automation’s focus on both shareholder returns and expanding its higher-value...
NasdaqGM:EYPT
NasdaqGM:EYPTPharmaceuticals

Is EyePoint’s New Commercial Chief the Missing Piece in the DURAVYU Story for EYPT Investors?

EyePoint, Inc. recently appointed Michael Campbell as Chief Commercial Officer, tasking him with leading commercial strategy and launch preparation for DURAVYU, the company’s Phase 3 wet age-related macular degeneration and diabetic macular edema candidate. Campbell’s long history of building ophthalmology franchises and launching eye-care products at companies such as Genentech, Novartis, Shire, and Opthea could materially shape how EyePoint brings DURAVYU to market. Now we’ll examine how...
NYSE:PRG
NYSE:PRGConsumer Finance

Weaker 2025 Results and Cautious 2026 Outlook Could Be A Game Changer For PROG (PRG)

PROG Holdings reported its fourth-quarter and full-year 2025 results, with sales, revenue, net income, and earnings per share all lower than the prior year, while also completing a multi‑year US$992.71 million share repurchase program covering 27,715,844 shares. Alongside these results, the company issued 2026 guidance that points to pressure on revenue and earnings from continuing operations, setting a cautious tone around its profit outlook despite prior expectations for steady digital and...
NYSE:AOS
NYSE:AOSBuilding

How A. O. Smith’s Q4 EPS Beat and Executive Stock Moves Will Impact A. O. Smith (AOS) Investors

A. O. Smith recently reported its fourth-quarter 2025 results, with earnings per share of US$0.90 coming in above analyst expectations while revenue fell short, and senior executive Darrell W. Schuh disclosed selling 356 shares and receiving 1,460 restricted stock units. This combination of stronger profitability and routine executive equity activity highlights how A. O. Smith is balancing near-term operational pressures with long-term incentive alignment for leadership. We will now examine...
NasdaqGS:GNTX
NasdaqGS:GNTXAuto Components

Is Gentex’s New Tactical VPU a Meaningful Step Toward Diversification for GNTX’s Investment Story?

Gentex Corporation recently launched the Ops-Core Voice Projection Unit (VPU), an add-on to its Special Operations Tactical Respirator that enhances mission-critical voice clarity with three adjustable volume levels and integration into existing communication systems for tactical operators. This move extends Gentex’s communication suite beyond its core automotive and dimmable glass products, highlighting how defense-oriented innovation can broaden its end-market exposure. Next, we’ll examine...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics CEO Trading Plan Sparks Questions On Valuation Gap

ADMA Biologics CEO Adam Grossman executed a pre-arranged sale of company shares. The transaction also involved the exercise of previously granted stock options. The activity represents insider trading carried out under an established trading plan. For investors watching ADMA Biologics, ticker NasdaqGM:ADMA, this insider activity comes with the stock last closing at $15.95. The company’s long term track record includes very large returns over 3 and 5 years, while the 1 year return is close...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck Mayo AI Partnership Aims To Sharpen Drug Discovery Decisions

Merck (NYSE:MRK) and Mayo Clinic announced a new research and development partnership focused on using artificial intelligence and multimodal clinical data for drug discovery and development. The collaboration combines Mayo Clinic's large clinical and genomic datasets with Merck's AI driven virtual cell technologies to support earlier stage drug research. Mayo Clinic characterized this as its largest collaboration with a global biopharmaceutical company, highlighting the scale of the data...
NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR) Q4 US$1.6b Loss Rekindles Concerns Over Volatile Earnings Narrative

Fluor (FLR) capped FY 2025 with Q4 revenue of US$4.2 billion and a basic EPS loss of US$9.77, alongside a net loss excluding extra items of US$1.6 billion that keeps profitability in focus for investors. The company has seen quarterly revenue move between US$3.4 billion and US$4.3 billion over the past six reported periods, while basic EPS has swung from a profit of US$14.91 in Q2 2025 to losses such as US$4.30 in Q3 2025, setting a volatile earnings backdrop for today’s release. With...
NYSE:MBC
NYSE:MBCBuilding

MasterBrand (MBC) Is Down 16.1% After Q4 Loss And Weaker Outlook For Early 2026 – What's Changed

In February 2026, MasterBrand, Inc. reported fourth-quarter 2025 sales of US$644.6 million, a net loss of US$42 million, and a sharp drop in full-year net income to US$26.7 million despite slightly higher annual sales of US$2.73 billion. The company also projected a mid-to-high single-digit year-over-year decline in first-quarter 2026 net sales and disclosed that it had effectively paused share repurchases after buying back 226,914 shares earlier under its existing program. We will now...
NYSE:BG
NYSE:BGFood

Is It Too Late To Consider Bunge Global (BG) After Strong One Year Share Price Run?

If you are wondering whether Bunge Global's share price still offers value after a strong run, this article walks through what the current valuation could mean for you as a shareholder or potential buyer. At a recent close of US$121.88, the stock carries reported returns of 3.0% over 7 days, 13.1% over 30 days, 31.6% year to date, 79.8% over 1 year, 38.4% over 3 years and 80.1% over 5 years. Recent news around Bunge Global has focused on its role in global agriculture and food supply chains,...
NYSE:GRBK
NYSE:GRBKConsumer Durables

The Bull Case For Green Brick Partners (GRBK) Could Change Following Major Community Rankings Recognition

Green Brick Partners, Inc. (NYSE: GRBK) recently announced that several of its master-planned communities were ranked among the best developments in North Texas and nationally, underlining its presence in key Sunbelt housing markets. This recognition, coupled with the company being the largest holding in David Einhorn’s portfolio, highlights how brand strength and investor backing intersect for Green Brick. Now we’ll examine how this high-profile community recognition might influence Green...
NYSE:CNK
NYSE:CNKEntertainment

How Softer Q4 2025 Results and a Steady Dividend May Shape Cinemark Holdings’ (CNK) Investment Case

Cinemark Holdings, Inc. has reported past fourth-quarter 2025 results, with revenue of US$776.3 million and net income of US$34.1 million, and its board has declared a US$0.09 per-share quarterly cash dividend payable on March 17, 2026. The combination of softer quarterly earnings and a maintained cash dividend highlights the company’s ongoing effort to balance profitability, shareholder income, and capital allocation discipline. We’ll now examine how the weaker quarterly earnings alongside...