U.S. Insurance Stock News

NYSE:DCI
NYSE:DCIMachinery

Donaldson CEO Handover And Facet Deal Shift Filtration Growth Story

Donaldson Company (NYSE:DCI) named COO Richard Lewis as its next CEO, succeeding retiring CEO Tod Carpenter. The leadership transition follows Carpenter’s extensive tenure and is set to take effect alongside his retirement. Donaldson also agreed to acquire Facet Filtration for $820 million, adding to its filtration offerings. The combination of the CEO handover and the Facet Filtration deal marks a significant corporate update for the company. For investors tracking Donaldson Company at a...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar (SATS) Valuation Check After Powerful 3 Month Share Price Surge

Recent share performance snapshot EchoStar (SATS) has drawn fresh attention after a sharp share price move, with the stock up 4.3% over the past day and showing a total return of about 513% over the past 3 months. See our latest analysis for EchoStar. That 4.3% one day share price gain to US$111.61 comes after a softer patch, with a 30 day share price return of 7% and a year to date share price return that is roughly flat, while the 1 year total shareholder return above 280% points to...
NYSE:VNT
NYSE:VNTElectronic

Assessing Vontier (VNT) Valuation After Recent Share Price Momentum

Why Vontier (VNT) Is On Investors' Radar Vontier (VNT) has attracted fresh attention after recent share price moves, with returns of 4.6% over the past day and 12.3% over the past week prompting closer scrutiny from investors. Those short term gains sit alongside month and past 3 months returns of 8.0% and 11.1%. Together with a value score of 5, this is leading some investors to reassess how the stock currently stacks up. See our latest analysis for Vontier. At a share price of US$42.10,...
NYSE:MGM
NYSE:MGMHospitality

A Look At MGM Resorts (MGM) Valuation After Earnings Beat BetMGM Profitability And Record Macau EBITDAR

MGM Resorts International (MGM) is back in focus after posting fourth quarter earnings that topped analyst expectations, alongside a profitable year for its BetMGM joint venture and record EBITDAR in Macau. See our latest analysis for MGM Resorts International. The latest earnings beat and BetMGM profitability seem to have reset sentiment, with the 1 day share price return of 3.34% and 7 day share price return of 11.78% contributing to a 90 day share price return of 14.12%. However, the 3...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Will Broadcom's (AVGO) Wi‑Fi 8 Edge Push and Custom AI Chips Reshape Its Infrastructure Narrative

Earlier this week, Broadcom announced the industry's first Wi‑Fi 8 access point and switch solution built on its new BCM49438 APU and Trident X3+ BCM56390 Ethernet switch, aiming to support AI-ready enterprise networks with unified security, analytics, and multi-gigabit performance. An interesting angle is that this enterprise Wi‑Fi 8 launch sits alongside surging AI data-center demand from hyperscalers like Alphabet and Amazon, positioning Broadcom across both cloud AI accelerators and the...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Assessing Perella Weinberg Partners (PWP) Valuation After A Strong Multi‑Week Share Price Rally

Why Perella Weinberg Partners Has Caught Investor Attention Perella Weinberg Partners (PWP) has been drawing fresh interest from investors after a strong recent share price move, with the stock up around 8% over the past week and about 23% over the past month. See our latest analysis for Perella Weinberg Partners. The latest 1 day share price return of 8.0% continues a run that has lifted the 30 day share price return to 23.4% and the year to date share price return to 32.5%. The 3 year total...
NYSE:WT
NYSE:WTCapital Markets

Earnings Beat And Solana Tokenization Push Could Be A Game Changer For WisdomTree (WT)

WisdomTree, Inc. recently reported past fourth-quarter and full-year 2025 results, highlighting revenue of US$147.43 million for the quarter and US$493.75 million for the year, alongside higher net income and earnings per share than the prior year, and also declared a US$0.03 quarterly cash dividend payable on February 25, 2026. In parallel, WisdomTree expanded its tokenized funds to the Solana blockchain through its WisdomTree Connect and WisdomTree Prime platforms, underscoring the firm’s...
NYSE:ORCL
NYSE:ORCLSoftware

A Look At Oracle (ORCL) Valuation As US$45b To US$50b AI Funding Plan Raises New Questions

Oracle (ORCL) is back in focus after outlining plans to raise US$45b to US$50b through new equity and debt in 2026, to fund large AI cloud projects and deepen its exposure to hyperscale customers. See our latest analysis for Oracle. That capital raise plan lands in a choppy period, with a 30 day share price return of 28.06% and a 90 day share price return of 40.70% showing pressure building on the stock despite a 5 year total shareholder return of 142.45%. Short term momentum has faded even...
NYSE:EAT
NYSE:EATHospitality

Has The Market Fully Reflected Brinker International (EAT) After Strong Multi‑Year Share Gains

If you are wondering whether Brinker International's current share price still offers value, this article will walk through what the numbers say and how that lines up with the story around the stock. The shares most recently closed at US$168.93, with returns of 7.1% over the last 7 days, 5.6% over the last 30 days, 11.5% year to date, a 1.8% decline over the past year and a very large 3 year gain alongside a 152.9% 5 year return. Recent market attention has been shaped by ongoing updates...
NYSE:CVS
NYSE:CVSHealthcare

A Look At CVS Health (CVS) Valuation As Regulatory And Medicaid Pressures Challenge Growth

CVS Health (CVS) is under pressure as regulators target pharmacy benefit manager transparency; CMS floats lower-than-expected Medicare Advantage rates; and a pricing dispute removes CVS pharmacies from Horizon NJ Health and NJ Family Care networks in New Jersey. See our latest analysis for CVS Health. At a share price of $78.35, CVS Health has seen a 5.14% 7 day share price return and a 1.04% 90 day share price return. The 1 year total shareholder return of 50.60% contrasts with softer year...
NasdaqGS:REYN
NasdaqGS:REYNHousehold Products

Does Reynolds’ Margin Gains And Cautious 2026 Outlook Change The Bull Case For REYN?

Reynolds Consumer Products recently reported full-year 2025 results, with revenue of US$3.72 billion and net income of US$301 million, and issued 2026 guidance that points to flat-to-slightly changing sales and higher earnings per share alongside an affirmed quarterly dividend of US$0.23. Management highlighted broad market share gains, margin improvement and ongoing innovation, but paired these achievements with cautious 2026 revenue guidance amid competitive pricing pressure and persistent...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Newell Brands Resets Supply Chain And Pricing As Shares Look Undervalued

Newell Brands has reduced its sourcing exposure to China, shifting its supply chain footprint. The company is rolling out automation and AI tools to improve productivity across its global operations. Management is resetting pricing after some customers pushed back on previous price levels. Newell Brands recorded a substantial impairment of acquired intangible assets in its latest quarter. Newell Brands (NasdaqGS:NWL) is making these changes while its shares trade at $4.63. The stock is up...
NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Patrick Industries (PATK) Is Up 11.6% After Strong Q4 Earnings, Dividend Hike And Marine Acquisitions – Has The Bull Case Changed?

Patrick Industries, Inc. reported past fourth-quarter 2025 results with sales rising to US$924.17 million and net income to US$29.08 million, alongside higher earnings per share versus a year earlier. The company also delivered full-year sales of US$3.95 billion, maintained solid profitability, completed multiple marine-focused acquisitions, and raised its quarterly dividend to US$0.47 per share, underscoring its emphasis on both growth and shareholder returns. Against this backdrop, we’ll...
NYSE:RL
NYSE:RLLuxury

Ralph Lauren (RL) Valuation Check After Earnings Beat And Raised Full Year Outlook

Why Ralph Lauren’s latest earnings and outlook update matter for investors Ralph Lauren (RL) just delivered quarterly results that topped earlier commitments and lifted its full year revenue and operating margin guidance, while also flagging upcoming margin pressure from higher tariffs and heavier marketing spend. For you as an investor, that mix of raised full year expectations and near term cost headwinds puts the focus on how durable the company’s current momentum really is across regions,...
NYSE:RES
NYSE:RESEnergy Services

Assessing RPC (RES) Valuation After Q4 Earnings Miss And Net Loss Report

Q4 earnings miss and revenue softness weigh on RPC (RES) RPC (RES) stock moved after the company reported fourth quarter 2025 results, posting a net loss and sequential revenue decline as industry softness, seasonal factors and accounting changes pressured margins. For the fourth quarter, RPC reported sales of US$425.78 million compared with US$335.36 million in the same period a year earlier, while net loss was US$3.06 million versus net income of US$12.76 million. Basic and diluted loss per...
NYSE:HUN
NYSE:HUNChemicals

Assessing Huntsman (HUN) Valuation As Rotterdam Outage Weighs On Upcoming 2025 Earnings Update

Why Huntsman is back in focus for investors Huntsman (HUN) is drawing fresh attention as it prepares to release its fourth quarter and full year 2025 financial and operating highlights, while flagging adjusted EBITDA at the low end of guidance after a Rotterdam outage. See our latest analysis for Huntsman. The sharp recent moves in Huntsman’s share price, including a 24.4% 7 day share price return and a 62.36% 90 day share price return to US$13.46, suggest momentum building into the earnings...
NYSE:MPT
NYSE:MPTHealth Care REITs

Is Medical Properties Trust (MPT) Starting A Recovery After Recent Balance Sheet And Asset Moves?

If you are wondering whether Medical Properties Trust at around US$5.36 is a potential bargain or a value trap, you are not alone. A closer look at its valuation can help you frame that question more clearly. The stock is up 6.8% over the last 7 days and 5.5% year to date. That sits against a 20.0% return over 1 year and much larger declines of 41.4% over 3 years and 64.1% over 5 years. Recent news around Medical Properties Trust has largely focused on its balance sheet strength, asset...
NYSE:BE
NYSE:BEElectrical

Is Bloom Energy (BE) Pricing Reflect Its Surge After A Strong Year Of Returns

If you are trying to work out whether Bloom Energy's share price makes sense today, you first need to understand what the current market price is really implying about the business. The stock has had a mixed recent run, with a 5.5% decline over the last 7 days, a 6.7% gain over 30 days, a 44.9% return year to date, and a very large 1 year return that sits between 4x and 5x. These moves sit against a backdrop of ongoing investor attention on fuel cell and clean energy names. Bloom Energy...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Chewy Options Surge Signals Bearish Sentiment And Earnings Risk Focus

Options trading in Chewy (NYSE:CHWY) has spiked ahead of its upcoming earnings announcement. The Put/Call Ratio is unusually high, with put contracts seeing far higher than expected activity. This options activity points to strong bearish sentiment and increased volatility expectations around the earnings release. Chewy, the online pet products and services retailer, sits at the intersection of e commerce and the pet care industry, an area that often attracts investors looking for consumer...
NYSE:HSY
NYSE:HSYFood

Is It Too Late To Consider Hershey (HSY) After A 54% One-Year Surge?

If you are wondering whether Hershey at around US$231.53 is still reasonable value after a strong run, this article walks through the key numbers that matter. The stock has recent returns of 18.9% over 7 days, 22.5% over 30 days, 26.9% year to date and 54.3% over 1 year, which naturally raises questions about how the current price lines up with the fundamentals. Recent news coverage has focused on Hershey as a long established consumer brand, with attention on how staple food companies are...
NYSE:DCH
NYSE:DCHAuto Components

Assessing Dauch (DCH) Valuation After Strong Recent Share Price Momentum

Recent share performance and business context Dauch (DCH) has recently attracted attention after a period of strong share price movement, with the stock up about 10% over the past month and roughly 40% in the past 3 months. The Detroit based driveline and metal forming supplier, which supports electric, hybrid, and internal combustion vehicles across major global regions, now trades around $8.62 with a value score of 4 and reported annual revenue of $5,833.6 million. See our latest analysis...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy Inc. Bitcoin Loss Deepens While Balance Sheet Bet Expands

Strategy Inc. (NasdaqGS:MSTR) reported a historic quarterly loss, driven primarily by unrealized losses on its large Bitcoin holdings after a sharp cryptocurrency selloff. Despite the loss, the company added more Bitcoin to its treasury and raised fresh capital to support its Bitcoin focused balance sheet. Management also expanded the company’s Digital Credit instrument and addressed investor questions on liquidity, risk controls, and long term balance sheet flexibility. Strategy Inc...
NYSE:BHC
NYSE:BHCPharmaceuticals

Is Bausch Health (BHC) Pricing Reflect Long Term Potential After 81% Five Year Share Slump

If you are wondering whether Bausch Health Companies at around US$5.88 is a bargain or a value trap, you are not alone. This article is built to help you weigh that up with a clear look at the numbers. The stock has seen mixed recent returns, with a 2.4% gain over the last 7 days, a 20.6% decline over the past month, and returns of 18.4% lower year to date and 8.8% lower over the past year, set against a much steeper 81.2% decline over five years. Recent news coverage around Bausch Health...