U.S. Insurance Stock News

NYSE:PJT
NYSE:PJTCapital Markets

PJT Partners (PJT) Margin Improvement And 64.9% Earnings Growth Test Valuation Skeptics

PJT Partners (PJT) has put up another busy quarter, with Q3 FY 2025 revenue of US$446.9 million and basic EPS of US$1.55, alongside trailing 12 month EPS of US$6.95 on revenue of about US$1.66 billion and TTM earnings growth of 64.9% year over year. Over recent periods the firm has seen quarterly revenue move from US$326.1 million in Q3 2024 to US$478.6 million in Q4 2024, then to US$324.3 million in Q1 2025, US$406.7 million in Q2 2025 and US$446.9 million in Q3 2025, with EPS shifting from...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Is It Time To Reconsider Alvotech (ALVO) After Its Sharp Three-Year Share Price Slide?

Wondering whether Alvotech at US$5.32 is a bargain or a value trap? This article walks you through what the current price may be implying about the company. The stock has had a mixed run, with a 6.4% gain over the past month but a 57.0% loss over the last year and a 58.4% loss over three years, which can change how the market views its growth potential and risk. Recent coverage around Alvotech has focused on its position in biosimilars and its progress in bringing products to market, which...
NasdaqGS:MZTI
NasdaqGS:MZTIFood

Marzetti (MZTI) Net Margin Around 8.7% Reinforces Premium Valuation Narratives

Marzetti (MZTI) has just posted another quarter of solid headline numbers, with Q2 2026 revenue of US$493.5 million and basic EPS of US$1.71, backed by trailing twelve month EPS of US$6.17 on US$1.94 billion in revenue. The company has seen revenue move from US$466.6 million in Q1 2025 to US$509.3 million in Q2 2025 and US$493.5 million in Q1 2026, while quarterly EPS has ranged between US$1.18 and US$1.78 over that span. This points to earnings power that aligns with an 8.7% net margin...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

How Investors May Respond To TeraWulf (WULF) Pivoting From Bitcoin Mining To AI Infrastructure Partnerships

In January, Needham analyst John Todaro reiterated his positive view on TeraWulf as the company shifts from traditional bitcoin mining toward high-performance computing and AI infrastructure, underpinned by contracted IT load and expansion plans. At the same time, Nvidia’s multibillion-dollar commitment to AI-focused cloud provider CoreWeave and TeraWulf’s partnerships with Fluidstack and Google highlighted how its repurposed industrial sites and planned 168-MW Texas facility link the...
NYSE:IBP
NYSE:IBPConsumer Durables

Installed Building Products Expands Footprint With Targeted Insulation Acquisitions

Installed Building Products (NYSE:IBP) has acquired Thermo-Tech Mechanical Insulation, Biomax Spray Foam Insulation, and CKV Finished Products LLC. The transactions expand IBP's national footprint and broaden its mix across mechanical insulation, spray foam, and finishing services. These moves add to IBP's presence in both residential and commercial construction markets and increase operational diversification. Installed Building Products, listed on the NYSE under the ticker IBP, focuses on...
NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX (MPLX) Net Margin At 41.3% Reinforces Bullish Profitability Narratives

MPLX (MPLX) has turned in a solid set of FY 2025 numbers, with Q3 revenue of US$2,949 million and basic EPS of US$1.52 anchoring a trailing twelve month EPS of US$4.72 on revenue of US$11.6 billion. The company has seen quarterly revenue range between US$2,707 million and US$2,949 million from Q2 2024 through Q3 2025, while basic EPS has moved between US$1.01 and US$1.52 over the same stretch. This gives investors a clear view of how earnings are tracking against a steady top line. With net...
NYSE:CCS
NYSE:CCSConsumer Durables

Century Communities (CCS) Valuation Check After Recent Share Price Rebound

Century Communities: recent performance snapshot Century Communities (CCS) has drawn fresh attention after recent trading, with the share price at $65.64 and returns of 4.2% over the past week and 11.4% over the past month. Investors are weighing that short term move against a 12.5% negative 1 year total return and longer term total returns of 6.6% over 3 years and 17.9% over 5 years. See our latest analysis for Century Communities. The recent 1 month share price return of 11.37% at a share...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

T. Rowe Price Leadership Shift And New ETF As Valuation Gap Persists

T. Rowe Price Group (NasdaqGS:TROW) announced a planned leadership transition at T. Rowe Price Investment Management as Steph Jackson retires and Steven Krichbaum takes over. The firm also introduced the T. Rowe Price Innovation Leaders ETF, expanding its ETF lineup with an actively managed strategy focused on innovation themes. These updates arrive while the company’s shares trade around $102.66 and follow a multiyear period of mixed total return performance. T. Rowe Price Group, trading...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

A Look At Booking Holdings (BKNG) Valuation After KAYAK Leadership Shift And AI Focus

Booking Holdings (BKNG) has put leadership changes at KAYAK front and center, naming longtime finance and operations executive Peer Bueller as CEO, while co founder Steve Hafner becomes Executive Chair and shifts toward an AI focused role at the group. See our latest analysis for Booking Holdings. The leadership changes at KAYAK come as Booking Holdings’ share price has pulled back, with a 1 month share price return of 12.75% decline and a year to date share price return of 12.75% decline,...
NYSE:WMS
NYSE:WMSBuilding

Is It Too Late To Consider Advanced Drainage Systems (WMS) After Recent Price Gains?

If you are wondering whether Advanced Drainage Systems at around US$156 per share still offers value, you are not alone. This article is built to help you frame that question clearly. The stock has posted returns of 2.2% over the last 7 days, 4.5% over the last 30 days, 4.5% year to date, 33.8% over 1 year and 66.5% over 3 years, which has naturally raised questions about both growth potential and changing risk. Recent news flow around Advanced Drainage Systems has focused on its role in...
NasdaqGS:AUDC
NasdaqGS:AUDCCommunications

AudioCodes (NasdaqGS:AUDC) Margin Uptick Challenges Long Running Earnings Decline Narrative

AudioCodes (NasdaqGS:AUDC) has put up a steady set of FY 2025 numbers so far, with Q3 revenue at about US$61.5 million and basic EPS of roughly US$0.10, alongside trailing twelve month revenue of US$244.6 million and EPS of about US$0.47 anchoring the story for the year to date. Over recent quarters, the company has seen revenue move in a tight band around US$60 million per quarter and quarterly EPS range from roughly US$0.01 to US$0.23, which frames today’s update against a year where...
NYSE:MLI
NYSE:MLIMachinery

Mueller Industries (MLI) Margin Strength Reinforces Bullish Narratives Despite EPS Volatility

Mueller Industries (MLI) just posted its latest FY 2025 numbers, with Q3 revenue of US$1.1 billion and basic EPS of US$1.91 setting the tone alongside trailing twelve month EPS of US$6.81. Over recent quarters the company has seen revenue move from US$997.7 million in Q2 2024 to US$923.5 million in Q4 2024, then up to US$1.0 billion in Q1 2025 and US$1.1 billion by Q3 2025. Quarterly EPS ranged from US$1.23 to US$2.26 over the same stretch as net income shifted between US$137.7 million and...
NYSE:ATI
NYSE:ATIAerospace & Defense

ATI (ATI) Margin And EPS Strength Reinforce Bullish Narratives In Q3 FY 2025

ATI (ATI) just posted its FY 2025 third quarter numbers, with revenue of US$1,125.5 million, basic EPS of US$0.80 and net income excluding extra items of US$110 million setting the tone for this reporting period. The company has seen quarterly revenue move from US$1,051.2 million in Q3 FY 2024 to US$1,125.5 million in Q3 FY 2025, while basic EPS shifted from US$0.64 to US$0.80 over the same stretch, giving investors a clearer view of how the top line and per share earnings are tracking as...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO) Dividend Coverage Concerns Challenge Income Bull Narratives

Two Harbors Investment (TWO) has wrapped up FY 2025 with fourth quarter revenue of US$71.9 million and a basic EPS loss of US$0.02, capping a year in which quarterly revenue ranged from US$7.9 million to US$201.4 million while EPS moved between a US$0.89 loss and a US$2.62 loss. Over the last six reported quarters, the company has seen revenue swing from US$271.0 million in Q4 2024 to US$7.9 million in Q1 2025 and US$201.4 million in Q3 2025, alongside EPS shifting from US$2.53 in Q4 2024 to...
NasdaqGM:PSNY
NasdaqGM:PSNYAuto

Polestar’s $400 Million Raise Reshapes Liquidity And Growth Risk Profile

Polestar Automotive Holding UK (NasdaqGM:PSNY) secured a $400 million equity investment from major financial institutions. The funding includes participation from Feathertop Funding, with an exit option structured through Geely. The transaction is intended to support Polestar’s liquidity and future electric vehicle development. Polestar focuses on premium electric vehicles, positioning itself in a crowded segment where established automakers and newer pure play EV brands compete for capital...
NYSE:BG
NYSE:BGFood

Surging Revenue Expectations And Technical Momentum Could Be A Game Changer For Bunge Global (BG)

Bunge Global, a major agribusiness and food company, recently reached a three-year high as investors reacted to its strengthening technical momentum and consistently positive analyst opinions. With analysts expecting very large year-on-year revenue growth to about US$22.39 billion in the upcoming earnings report and reaffirming their estimates, attention is increasingly focused on whether Bunge’s operations can support this step-up in scale. With expectations for very large revenue growth in...
NYSE:KFRC
NYSE:KFRCProfessional Services

Kforce (KFRC) Margin Compression In Q4 2025 Challenges Bullish Earnings Narratives

Kforce (KFRC) has just wrapped up FY 2025 with fourth quarter revenue of US$332.0 million and basic EPS of US$0.30, alongside trailing 12 month revenue of about US$1.3 billion and EPS of US$1.96. These figures frame the latest print against a fuller year of activity. Over recent quarters the company has seen quarterly revenue move from US$343.8 million in Q4 2024 to the US$332.0 million reported in Q4 2025, while basic EPS shifted from US$0.60 to US$0.30 across the same period. This gives...
NYSE:ADM
NYSE:ADMFood

ADM Fraud Case Resolved As New Animal Nutrition Venture Expands Focus

Archer-Daniels-Midland (NYSE:ADM) agreed to pay a US$40 million penalty to settle accounting and disclosure fraud allegations with the U.S. Securities and Exchange Commission. The U.S. Department of Justice closed its separate investigation of ADM without bringing charges. ADM reworked its internal financial controls and leadership structure in response to the investigations. The company launched Akralos Animal Nutrition, a new North American animal feed and nutrition joint venture with...
NYSE:ITW
NYSE:ITWMachinery

Illinois Tool Works (ITW) Margin Decline Reinforces Cautious Narrative Despite Solid Q3 EPS

Illinois Tool Works FY 2025 results set the tone for margins and income Illinois Tool Works (ITW) just turned in another quarter of solid headline numbers, with Q3 FY 2025 revenue of US$4,059 million, basic EPS of US$2.82 and net income of US$821 million anchoring the latest update. Over recent quarters the company has seen revenue move from US$4,027 million in Q2 FY 2024 to US$3,932 million in Q4 FY 2024 and then to US$4,059 million in Q3 FY 2025. Basic EPS shifted from US$2.55 to US$2.54...
NYSE:MTG
NYSE:MTGDiversified Financial

MGIC Investment (MTG) Margin Slippage Reinforces Bearish Earnings Decline Narrative

MGIC Investment (MTG) has wrapped up FY 2025 with Q4 total revenue of US$298.7 million and basic EPS of US$0.76, supported by trailing twelve month revenue of about US$1.2 billion and EPS of US$3.17 that frame the latest quarter in a fuller context. Over the past six reported quarters, revenue has moved in a tight band between US$298.7 million and US$306.6 million, while quarterly EPS has ranged from US$0.73 to US$0.83, giving investors a consistent earnings profile that sits alongside...
NYSE:PL
NYSE:PLProfessional Services

Is The Market Price Of Planet Labs (PL) Justified After A 271% One Year Surge

If you are wondering whether Planet Labs PBC’s recent share price puts it on your watchlist or in the too expensive pile, you will want to understand what the current market price implies about its value. The stock has been volatile recently, with a 14.7% decline over the last 7 days, a 17.3% gain over the past month and year to date, and a 271.3% return over the last year, alongside a 404.2% return over the last 3 years. These moves have come as Planet Labs continues to attract attention...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Assessing Banner (BANR) Valuation After Recent Share Price Momentum And Fair Value Gap

Why Banner stock is on investors’ radar With no single headline event setting the tone, Banner (BANR) is drawing attention through its banking franchise in the US Pacific Northwest and a mix of recent share price moves and fundamentals. See our latest analysis for Banner. At a latest share price of US$63.48, Banner’s recent momentum has been modest, with a 7 day share price return of 3.54% and a 90 day share price return of 5.08%. The 1 year total shareholder return of a 7.43% decline...
NYSE:AON
NYSE:AONInsurance

Aon (AON) Valuation Check After Strong Earnings Growth And 2026 Outlook Update

Aon (AON) stock is reacting to fresh fourth quarter 2025 earnings, as the firm reported US$4.3b in sales and net income of US$1.69b, alongside continued margin expansion and updated 2026 guidance. See our latest analysis for Aon. Aon’s latest results arrive after a mixed price picture, with a 4.86% 7 day share price return and modest gains over three and five years. However, the 1 year total shareholder return of a 7.33% decline points to fading momentum despite earnings and margin...
NYSE:JOBY
NYSE:JOBYAirlines

Joby Aviation Funding Highlights Shift From Development To Early Air Taxi Operations

Joby Aviation (NYSE:JOBY) has completed substantial equity and convertible note financings, adding significant new capital. The company plans to launch commercial electric air taxi services in Dubai this year, with exclusive rights for its first vertiport at Dubai International Airport. Joby is in the final stage of FAA certification for its aircraft in the U.S., a key step toward starting operations in its home market. For investors watching early eVTOL businesses, Joby Aviation sits at...