U.S. Insurance Stock News

Albany International (AIN) is back on investors’ radar after a mixed quarterly update, a cautious analyst tone, and selling pressure tied to Vanguard Group trimming its position, even as the company continues dividends and buybacks. See our latest analysis for Albany International. The share price at US$58.44 reflects a recent 90 day share price return of 17.87% and an 11.65% year to date share price gain. At the same time, the 1 year total shareholder return of 18.88% and 5 year total...

Berkshire Hathaway (BRK.A) is back in the market for its own stock, with new CEO Greg Abel restarting share buybacks and personally committing about US$15 million a year to Berkshire shares. See our latest analysis for Berkshire Hathaway. Even with the buyback restart and Greg Abel’s personal buying, Berkshire’s recent 7 day and 30 day share price returns of 1.2% and 1.9% sit in contrast to its much stronger 3 year and 5 year total shareholder returns of 62.4% and 89.5%. This suggests that...

On March 5, 2026, Owlet, Inc. reported fourth-quarter 2025 sales of US$26.6 million and a net loss of US$9.2 million, alongside full-year sales of US$105.7 million and an increased annual net loss of US$39.7 million. The company paired these record annual revenues with guidance for 2026 calling for US$126 million to US$130 million in revenue, underpinned by growth in its subscription services, new AI-enabled products, and recent regulatory clearances in India and Israel. We’ll now examine...

In late February 2026, Tootsie Roll Industries reported past full-year 2025 results showing revenue of US$732.52 million and net income of US$100.05 million, alongside a previously announced 1.03% stock dividend effective March 5, 2026. An interesting takeaway is that earnings per share from continuing operations rose to US$1.3301, outpacing the company’s revenue increase over the same period. We’ll now look at how this earnings expansion, alongside the modest stock dividend, shapes Tootsie...

Veeva Systems (NYSE:VEEV) reports that over 125 customers, including major biopharma companies, are now live on its Vault CRM platform. The company is accelerating the transition away from its legacy CRM by moving up the end of support timeline. Management has authorized a $2b share buyback program, signaling confidence in the business and its capital position. Veeva Systems, trading around $195.49, is pressing ahead with its shift to next generation Vault CRM as a growing number of large...

In early March 2026, SES AI Corporation reported full-year 2025 results showing sales of US$21.00 million, a smaller net loss of US$73.04 million, a Q4 revenue shortfall versus expectations, and new 2026 revenue guidance of US$30.00 million to US$35.00 million alongside a projected reset in gross margins. The earnings release also revealed a pivot away from automotive battery mass production toward energy storage systems, drones, and materials, while logistics-driven shipment delays and...

Snap recently reported fourth-quarter 2025 earnings of US$0.03 per share with a 10.2% year-over-year revenue increase, alongside strong growth in its Snapchat+ subscriber base and advertising formats. Management also outlined expectations for low double-digit revenue growth and a roughly 500-basis-point adjusted EBITDA margin expansion in 2026, underscoring the impact of its pivot toward more profitable growth and revenue diversification. We’ll now examine how Snap’s earnings beat and 24...

Genesis Energy, L.P. recently issued US$750 million of 6.750% senior notes due 2034 and launched a cash tender offer for its outstanding 7.750% senior notes due 2028, receiving tenders for about US$415.94 million of the older notes by the early March 2026 deadline. This refinancing effort reshapes Genesis Energy’s debt profile by replacing nearer-term, higher-coupon obligations with longer-dated funding while also paying down its revolving credit facility. We’ll now examine how this...

Fastly filed a substantial shelf registration for a planned offering of Class A Common Stock tied to its employee stock ownership plan. The filing sets up the company to potentially raise capital or support future employee equity transactions. The move could affect Fastly’s balance sheet and the ownership mix between employees and other shareholders. For Fastly (NasdaqGS:FSLY), this filing comes with the stock at $20.14 and a recent period of strong price moves, including a 5.3% return over...

In early March 2026, Fidelity National Information Services completed multiple fixed-income offerings totaling several billions across US dollar and euro markets, while reporting higher fourth-quarter 2025 revenue of US$2,812 million and net income of US$511 million from continuing operations. At the same time, the company advanced its fintech capabilities and client reach with the launch of its Insurance Risk Suite AI Assistant and Integrity Viking Funds’ adoption of FIS Investment...

Lufax Holding (NYSE:LU) is back in focus after multiple law firms announced investigations related to the company’s January 2025 disclosure about a proposed auditor removal and a potential delay to its 2024 annual report. See our latest analysis for Lufax Holding. The governance concerns around the proposed auditor removal and possible reporting delay come on top of a weak trading stretch, with a 30 day share price return of 16.26% decline and a 1 year total shareholder return of 23.42% loss,...

Digi International (DGII) is drawing fresh attention after launching a Model Context Protocol server that links enterprise AI assistants with its Digi Remote Manager and Genesis platforms, reshaping how customers interact with large connected device fleets. See our latest analysis for Digi International. Those AI and security milestones arrive as Digi International’s share price sits at US$48.84, with a 30 day share price return of 10.6% and a year to date share price return of 13.16%, while...

Viper Energy recently completed a follow-on offering of 17,391,304 Class A shares at US$45.90 each, raising US$798.26 million in a secondary sale by major shareholders, alongside reporting sharply higher 2025 production volumes and a mix of higher revenue and a full-year net loss. At the same time, the company increased its annual base dividend by 15%, continued buybacks that have retired over 22% of shares since 2020, and fully repaid a US$500 million term loan, underscoring an active...

Event context and recent share performance Cencora (COR) has drawn investor attention after recent trading saw the stock slip around 0.2% in the latest session and roughly 3.7% over the past week, prompting fresh questions about its current pricing. See our latest analysis for Cencora. That short stretch of weakness sits against a stronger backdrop, with a 6.1% 90 day share price return and a 1 year total shareholder return of 41.8% suggesting momentum has been positive over time despite...

In late February 2026, Axcelis Technologies participated in investor conferences hosted by Susquehanna in New York and Morgan Stanley in San Francisco, engaging directly with the institutional community on its semiconductor equipment business. Around the same time, unusual options activity, elevated implied volatility, and cautious analyst views on earnings combined to focus attention on Axcelis’s risk profile and future expectations. Next, we’ll examine how this surge in options activity...

F.N.B stock overview after recent trading moves F.N.B (FNB) has attracted fresh attention after recent trading, with the share price at $16.38 and short term returns in the red over the past week, month and past 3 months. Against that backdrop, investors are weighing the bank's value score of 6, reported revenue of $1,679.0 million and net income of $565.0 million, alongside longer term total returns over 1, 3 and 5 years. See our latest analysis for F.N.B. The recent 30 day share price...

Elevance Health (ELV) is under pressure after disclosing that the Centers for Medicare & Medicaid Services plans sanctions that would halt new enrollment and restrict communications in its Medicare Advantage Prescription Drug plans. See our latest analysis for Elevance Health. The CMS sanctions update comes after a tough stretch for the stock, with a 7 day share price return of 9.49% and a 30 day share price return of 14.56%. These moves contributed to an 18.24% year to date share price...

Baldwin Insurance Group (BWIN) has been back in focus after its fourth quarter report highlighted double digit adjusted EPS growth and margin expansion, alongside GAAP losses and softer organic revenue trends. See our latest analysis for Baldwin Insurance Group. Baldwin Insurance Group's recent Q4 update, share repurchase authorization and director share purchase have come against a weak backdrop, with a 1 day share price return decline of 5.44% and a 1 year total shareholder return decline...

Daktronics (DAKT) shares were back in focus after the company reported fiscal third quarter results, highlighting higher sales, a move from loss to profit, and growing orders tied to large display projects. See our latest analysis for Daktronics. The latest earnings and new contracts have arrived after a strong run, with Daktronics’ share price giving a 22.56% 90 day share price return and a 72.83% 1 year total shareholder return, even though the 7 day share price return of 14.86% and 30 day...

Helmerich & Payne (HP) is back in focus after reporting a first quarter fiscal 2026 adjusted net loss that missed estimates, even as international drilling revenue outpaced expectations and the company continued returning cash through dividends. See our latest analysis for Helmerich & Payne. At a share price of US$34.09, Helmerich & Payne has seen a 90 day share price return of 16.35% and a 1 year total shareholder return of 39.30%. The recent 30 day share price pullback of 5.23% suggests...

LeMaitre Vascular (LMAT) just reported fourth quarter and full year 2025 results, issued fresh 2026 guidance, and paired the update with a higher quarterly dividend plus a new US$100 million share repurchase program. See our latest analysis for LeMaitre Vascular. The latest earnings, higher dividend and US$100 million buyback have arrived after a strong run, with a 30 day share price return of 22.84% and a 1 year total shareholder return of 33.20% building on a 3 year total shareholder return...

Vulcan Materials (NYSE:VMC) reported quarterly results that came in below expectations, alongside softer guidance for the near term. J.P. Morgan downgraded the stock and flagged the possibility that demand growth could stay subdued until 2027. Short interest in Vulcan Materials has risen, pointing to increased bearish positioning in the shares. Vulcan Materials, trading at $274.99, is coming off a tough stretch, with the stock down 11.3% over the past week and 15.1% over the past month...

Astec Industries (ASTE) has drawn attention after recent price moves, with the stock closing at $57.87. Short-term returns have been mixed, while the past 3 months and the past year show stronger total returns. See our latest analysis for Astec Industries. The recent 1 day share price decline of 4.38% to $57.87 comes after a strong 90 day share price return of 29.78% and a 1 year total shareholder return of 62.98%. This suggests momentum has been positive over the medium term even with short...

Marriott Vacations Worldwide (VAC) has moved back into focus after fresh analyst upgrades tied to changes in its sales force and new leadership. This renewed attention follows sizeable impairment charges and the announced retirement of long-serving General Counsel James Hunter. See our latest analysis for Marriott Vacations Worldwide. The stock’s recent momentum has been strong, with a 30 day share price return of 26.84% and a 90 day share price return of 33.22%, even though the 3 year total...