U.S. Insurance Stock News

NYSE:PNR
NYSE:PNRMachinery

Pentair (PNR) Margins Hold At 15.6% Challenging Slower Earnings Growth Concerns

Pentair (PNR) has wrapped up FY 2025 with fourth quarter revenue of US$1,020.5 million and basic EPS of US$0.99, alongside net income from continuing operations of US$161.8 million and US$4.3 million from discontinued operations. Over the last two reported fourth quarters, revenue has moved from US$972.9 million to US$1,020.5 million, while quarterly basic EPS has shifted from US$1.01 to US$0.99. This sets the backdrop for trailing 12 month earnings growth of 3.8% and a slightly higher net...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Why Rivian (RIVN) Is Down 5.5% After $250 Million Class Action Settlement And EV Strategy Update

Kessler Topaz Meltzer & Check, LLP announced a proposed US$250,000,000 cash settlement to resolve securities class action claims against Rivian Automotive and various underwriters, covering purchasers of Class A common stock between November 10, 2021 and March 10, 2022, with a court hearing scheduled for May 15, 2026. Alongside this legal resolution effort, Rivian is pursuing a broader shift toward mass-market EVs and software partnerships, including its planned R2 SUV launch and a...
NYSE:MDT
NYSE:MDTMedical Equipment

Is It Too Late To Consider Medtronic (MDT) After Recent Share Price Gains?

If you are wondering whether Medtronic at around US$101.84 is still a solid deal or starting to look fully priced, this article is here to help you weigh up what you are actually paying for. Over the last year the stock has a 14.6% return, with gains of 1.0% over 7 days, 4.6% over 30 days and 6.0% year to date. These figures raise fair questions about how much future potential or risk is already reflected in the price. Recent news around Medtronic has centered on its position as a large,...
NYSE:FIX
NYSE:FIXConstruction

Comfort Systems USA Rides AI Data Center Wave With Undervalued Shares

Comfort Systems USA (NYSE:FIX) is benefiting from rising demand for data center and AI related infrastructure. Recent acquisitions are expected to significantly strengthen the company’s position and revenue base in these markets. Management is highlighting strong backlog growth tied to AI and data center projects. Comfort Systems USA, trading at $1,119.81, is increasingly tied to the build out of data centers that support AI workloads. The stock has moved sharply over time, with a 152.4%...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Assessing KLA (KLAC) Valuation After Recent Share Price Pullback And Multi Year Gains

Why KLA (KLAC) is on investors’ radar today KLA (KLAC) continues to attract attention after recent share price moves, with the stock last closing at US$1,307.22. For investors, the key question is how this level compares with the company’s fundamentals. See our latest analysis for KLA. The recent 7 day share price decline of 19.66% and 1 day move lower sit against a 90 day share price gain of 8.36%, while the 1 year total shareholder return of 73.67% and 5 year total shareholder return of...
NYSE:BV
NYSE:BVCommercial Services

BrightView Holdings Q1 Loss Deepens And Tests Bullish Earnings Growth Narratives

BrightView Holdings (BV) opened Q1 2026 with revenue of US$614.7 million and a basic EPS loss of US$0.26, setting a cautious tone around profitability at the outset. The company reported an increase in revenue from US$599.2 million in Q1 2025 to US$614.7 million this quarter, while basic EPS moved from a loss of US$0.20 a year ago to a larger loss of US$0.26 now. This places greater emphasis on how efficiently revenue is being converted into earnings and what that implies for margins. See our...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Insulet’s Omnipod 5 Win for Type 2 Diabetes Reshapes Growth Outlook

Insulet received FDA clearance for its Omnipod 5 insulin delivery system for people with type 2 diabetes, expanding beyond its existing type 1 use. The company also won a trade secret legal case against EOFlow, supporting protection of its insulin pump technology. These updates arrive as Insulet (NasdaqGS:PODD) trades around $251.24 per share. For investors watching Insulet (NasdaqGS:PODD), these developments come after a period of weaker share performance, with the stock showing declines...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

Cognizant (CTSH) Margin Decline To 10.2% Revives Bearish Profitability Narratives

Cognizant Technology Solutions (CTSH) opened FY 2025 with Q1 revenue of US$5.1b and basic EPS of US$1.34, followed by Q2 revenue of US$5.2b and EPS of US$1.31, and then Q3 revenue of US$5.4b with EPS of US$0.56, setting a clear view of how the top and bottom line have tracked through the year. Over the past few quarters, revenue has moved from US$4.9b in Q2 2024 to US$5.1b in Q4 2024 and then to US$5.1b, US$5.2b and US$5.4b in Q1, Q2 and Q3 2025 respectively. Basic EPS shifted from US$1.14...
NYSE:VICI
NYSE:VICISpecialized REITs

Is VICI Properties (VICI) Pricing Look Attractive After Recent REIT Sector Reassessment?

If you are wondering whether VICI Properties is still priced fairly after recent moves, this article will walk through what the current share price might be implying about its value. The stock most recently closed at US$28.85, with returns of 3.4% over the last 7 days, 2.6% over 30 days, 2.5% year to date and 2.1% over the last year, compared with a 38.7% return over 5 years and a 1.5% decline over 3 years. Recent coverage has continued to focus on VICI Properties as a large US listed real...
NYSE:DUK
NYSE:DUKElectric Utilities

How Winter Grid Resilience and Tax AI Adoption Could Shape Duke Energy's (DUK) Reliability Narrative

In late January and early February 2026, Duke Energy managed extreme cold across Florida and the Carolinas by urging voluntary conservation, maintaining grid reliability, and later reporting quarterly earnings that exceeded analyst expectations on both adjusted EPS and revenue. An interesting aspect is Duke Energy’s simultaneous focus on operational resilience and digital transformation, including participation in KPMG’s new Tax AI Accelerator Program to modernize its compliance and tax...
NYSE:KLAR
NYSE:KLARDiversified Financial

Klarna Deepens Google Ties As AI Commerce Standards Meet Investor Caution

Klarna Group (NYSE:KLAR) has joined Google's Universal Commerce Protocol, expanding its existing relationship with Google. The collaboration focuses on open, AI powered commerce standards intended to support smoother online shopping experiences. The announcement highlights Klarna's effort to stay aligned with emerging technical standards in digital payments and e commerce. Klarna Group, trading on the NYSE under the ticker NYSE:KLAR, is entering this protocol partnership with a current...
NasdaqGM:WINA
NasdaqGM:WINASpecialty Retail

Assessing Winmark (WINA) Valuation After Recent S&P Index Additions And Dividend Confirmation

Dividend and index additions put Winmark in focus Winmark (WINA) has moved into the spotlight after multiple S&P index additions in late January and a newly affirmed quarterly dividend, developments that together are drawing fresh attention to the stock. See our latest analysis for Winmark. Those index additions in January and the freshly affirmed dividend have arrived after a mixed few weeks for the share price, with a 7 day share price return of 6.44% decline contrasting with a 7.17% year...
NYSE:QTWO
NYSE:QTWOSoftware

Is Q2 Holdings (QTWO) Starting To Look Interesting After Recent Share Price Weakness?

If you are wondering whether Q2 Holdings at around US$57.58 is starting to look interesting on price, you are not alone in asking what the current valuation really reflects. The stock has had a mixed ride, with a 11.5% decline over the last week, a 18.4% decline over the last month, a 17.1% decline year to date, a 38.3% decline over the last year, but a 72.4% return over three years and a 60.5% decline over five years. Recent headlines around Q2 Holdings have focused on the broader fintech...
NYSE:WAL
NYSE:WALBanks

Western Alliance Hires Signal Focus On Cybersecurity And Private Credit Growth

Western Alliance Bancorporation (NYSE:WAL) appointed Stephen McMaster as Chief Information Security Officer. The bank hired Ian Hawk to lead its New York market for note finance. The moves aim to strengthen cybersecurity and expand financing capabilities in a key private credit hub. For investors following NYSE:WAL, these hires relate to two core areas of banking today: digital security and specialized credit solutions. Financial institutions operate under tight regulatory expectations on...
NYSE:EOG
NYSE:EOGOil and Gas

The Bull Case For EOG Resources (EOG) Could Change Following Texas Shale Productivity Concerns And Softer Oil

In recent weeks, analysts have reassessed EOG Resources, with several firms expressing concerns about deteriorating well productivity in key Texas shale plays and trimming their expectations under softer oil market conditions. At the same time, some on Wall Street continue to highlight EOG’s capital discipline and exposure to long-term natural gas demand, creating a nuanced picture of the company’s prospects. We’ll now examine how these productivity concerns and shifting commodity...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit (RDDT) Turning Its Ad Engine And Data Deals Into A Durable Business Model?

In the days leading up to its scheduled 5 February 2026 report of fourth-quarter and full-year 2025 results, Reddit (NYSE:RDDT) has drawn heightened attention as investors watch for updates on its advertising, user growth, and enterprise data-licensing businesses. The combination of strong prior execution versus guidance, mixed analyst sentiment, and vocal media commentary has turned this earnings release into a key test of how Reddit’s evolving monetization model is being received. We’ll...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Assessing Old Dominion Freight Line (ODFL) Valuation After Earnings Beat And Dividend Increase

Why Old Dominion Freight Line stock just moved Old Dominion Freight Line (ODFL) caught investors’ attention after reporting fourth quarter and full year 2025 results that beat profit expectations despite lower revenue and freight volumes, alongside a higher quarterly cash dividend. See our latest analysis for Old Dominion Freight Line. The latest earnings beat and dividend increase have arrived alongside strong momentum, with a 90 day share price return of 51.46% and a 5 year total...
NYSE:ALB
NYSE:ALBChemicals

Albemarle (ALB) Is Down 8.5% After Chinese Lithium Price Slide Raises Demand Concerns – What’s Changed

Recently, Albemarle faced pressure after further declines in Chinese lithium carbonate prices raised concerns about demand and revenue for global lithium producers. Despite this commodity-driven setback, improving analyst sentiment and an upcoming earnings report keep attention focused on how Albemarle’s outlook might evolve. Given this backdrop of weaker Chinese lithium prices, we’ll now examine how these developments influence Albemarle’s investment narrative over the coming period. The...
NYSE:ADX
NYSE:ADXCapital Markets

A Look At Adams Diversified Equity Fund’s Valuation As Insider Buying Draws Fresh Attention

Insider buying sparks interest in Adams Diversified Equity Fund (ADX) Recent insider buying by Janis F. Kerns, General Counsel and Corporate Secretary of Adams Diversified Equity Fund (ADX), has drawn fresh attention to the closed end fund after multiple share purchases near the stock's 52 week high. See our latest analysis for Adams Diversified Equity Fund. At a last close of US$22.96, Adams Diversified Equity Fund’s recent 7 day and 30 day share price returns of around 2% and 2% declines...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Assessing Summit Therapeutics (SMMT) Valuation After FDA Acceptance Of Ivonescimab BLA

Summit Therapeutics (SMMT) recently reported that the FDA accepted its Biologics License Application for ivonescimab in EGFR mutated non small cell lung cancer and set a PDUFA action date of November 14, 2026. See our latest analysis for Summit Therapeutics. Summit Therapeutics’ latest FDA milestone comes after a mixed stretch for investors, with a 1 year total shareholder return decline of 29.24% but a very large 3 year total shareholder return. Recent 30 and 90 day share price returns of...
NYSE:SN
NYSE:SNConsumer Durables

Is SharkNinja’s Marilyn Monroe Collection the Start of a Design-Led Brand Shift for SN?

SharkNinja, Inc. recently launched a year-long, limited-edition Marilyn Monroe Collection, featuring Marilyn-inspired designs across its home, beauty, and kitchen product lines, including a new French Gold Shark WandVac Cordless Handheld Vacuum. By pairing a globally recognizable cultural icon with its existing product portfolio, SharkNinja is using design-led branding to differentiate in mature household appliance categories. Next, we will explore how this Marilyn Monroe Collection,...
NYSE:G
NYSE:GProfessional Services

Is Genpact (G) Now An Opportunity After Recent Share Price Slide?

If you are wondering whether Genpact is starting to look like a value opportunity, its recent share price and current valuation metrics raise some clear questions worth answering. The stock last closed at US$38.34, after a 14.4% decline over the past week, a 17.7% decline over the past month, and a 21.2% decline over the past year. These moves may have shifted how investors view its potential and its risks. Recent coverage of Genpact has focused on the broader business services sector and...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Is Morningstar's 3.9% Withdrawal Rule Reframing Its Retirement Edge And Brand Narrative (MORN)?

Morningstar recently published new research indicating that a 3.9% starting withdrawal rate, adjusted annually for inflation, may help retirees sustain their portfolios over a 30-year retirement horizon. The report also finds that combining this 3.9% withdrawal framework with delaying Social Security benefits until age 70 could significantly increase total lifetime spending for many retirees. We’ll now examine how Morningstar’s influential 3.9% retirement withdrawal guidance shapes the...
NYSE:HEI
NYSE:HEIAerospace & Defense

Assessing HEICO (HEI) Valuation After NewSpace Power Converter Launch And Recent Share Price Pullback

Why HEICO's NewSpace Power Move Is Getting Attention HEICO (HEI) is back in focus after VPT, one of its subsidiaries, introduced the VSCPL1210SG, a point of load DC, DC converter that rounds out its VSC Series NewSpace power solution. This launch gives HEICO a more complete offering across isolated DC, DC converters, point of load converters, and EMI filters, which could matter if you are tracking how the company positions itself in space related electronics. See our latest analysis for...