U.S. Insurance Stock News

Marsh launched a Digital Infrastructure Practice focused on AI driven data centers and related risks. The company expanded bespoke insurance solutions for commercial space clients and agreed to acquire maritime broker Robinson & Son. Marsh appointed Lisa Quest as UK CEO and its MMA unit introduced Secure Harbor for senior living insurance needs. For investors tracking Marsh & McLennan Companies (NYSE:MRSH), the new initiatives come with the share price at $189.75. The stock is up 6.5% over...

CME Group (CME) closed FY 2025 with fourth quarter revenue of US$1,658.1 million and basic EPS of US$3.25, while trailing twelve month EPS sat at US$11.18 on revenue of US$6.5 billion, supported by a reported 15.5% earnings growth rate and a trailing net margin of 61.7% versus 56.9% a year earlier. Over the past few quarters, the company has seen quarterly revenue range from US$1,534.4 million to US$1,688.7 million and basic EPS move between US$2.49 and US$3.25, with trailing net income...

Constellation Brands has reported that its multi-year Mexican brewery expansion is entering the final stages, with about US$2.00 billion planned for fiscal 2026–2028 to add 7 million hectoliters of capacity. A key implication is that, once the Veracruz and other projects finish after 2028, sharply lower capital spending could unlock an extra US$750–950 million in annual free cash flow, reshaping how the company allocates capital over time. Next, we’ll examine how the anticipated post-2028...

Five Below (NasdaqGS:FIVE) is broadening its pricing model to feature more products above the traditional $5 level. The change comes as new CEO Winnie Park and an updated management team roll out a refreshed approach to running the business. Early indications suggest management is focused on better execution and a sharper focus on core customer groups. For you as an investor, the shift beyond the classic $5 price point marks a clear change in how Five Below positions its value offering. The...

If you are wondering whether Western Union's share price reflects its true worth today, the starting point is to look closely at how the current market price lines up with several valuation checks. The stock last closed at US$9.88, with returns of 5.8% over the past week, 4.8% over the last month, 7.0% year to date, and a 0.5% decline over the last year. These figures may suggest shifting views on its potential and risk. Recent coverage has focused on Western Union's position in global money...

Eli Lilly (LLY) just closed out FY 2025 with fourth quarter revenue of US$19.3b and basic EPS of US$7.39, capping a year where trailing twelve month revenue reached US$65.2b and EPS came in at US$22.95. Over the last six reported quarters, revenue has moved from US$13.5b in Q4 2024 to US$19.3b in Q4 2025, while quarterly EPS shifted from US$4.88 to US$7.39 as the business scaled. With trailing net profit margins sitting well above last year and earnings growth outpacing revenue, the latest...

Johnson Controls International (JCI) opened Q1 2026 with revenue of US$5.8b and basic EPS of US$0.91, setting a clear benchmark for how its earnings story is developing this year. The company has seen quarterly revenue move from US$5.4b in Q1 2025 to US$5.8b in Q1 2026, while basic EPS shifted from US$0.55 to US$0.91 over the same periods, pointing to a tighter link between sales and profitability. With trailing 12 month earnings growth and margin expansion already on the radar, this latest...

Recently, JFrog was caught up in a broad software-sector sell-off as investors reacted to concerns that new AI automation tools, including Anthropic’s legal-focused offerings, could disrupt established software business models. At the same time, Baron Discovery Fund initiated a position in JFrog, underscoring the company’s role in software supply chain management for thousands of enterprises, including a large share of Fortune 100 customers. Next, we’ll examine how AI disruption fears,...

Soleno Therapeutics recently highlighted what it called a transformational 2025 for VYKAT XR, pointing to strong preliminary revenue and plans to release full financial results in late February. The company is also preparing for a series of investor conferences beginning 12 February, which could further spotlight its rare disease portfolio, including Diazoxide Choline Extended-Release tablets in Phase III trials for Prader-Willi Syndrome. We’ll now examine how enthusiasm around VYKAT XR’s...

Marvell Technology recently completed its US$3.25 billion acquisition of Celestial AI, bringing advanced Photonic Fabric optical interconnect technology into its data center portfolio and integrating the business into Marvell’s Data Center Group. This deal, alongside Marvell’s growing role in custom AI processors for major cloud providers, reinforces the company’s position at the core of next‑generation AI and cloud infrastructure build‑outs. We’ll now explore how the Celestial AI...

Pfizer (NYSE:PFE) reported statistically significant weight loss results from its Phase 2b VESPER-3 trial for a monthly injectable GLP-1 obesity drug. The candidate came from Pfizer's acquisition of Metsera and is being positioned against current obesity drug leaders. The company plans to run more than 20 obesity studies, including 10 Phase 3 trials for this drug in 2026. Management has indicated it is exploring higher dosing, including potentially doubling doses, to improve weight loss...

Qorvo (QRVO) is back on watch lists after recent share price swings, with the stock up over the past week but down over the past month and past 3 months. See our latest analysis for Qorvo. The recent rebound, including a 1 day share price return of 2.73% and 7 day share price return of 3.64%, comes after a softer 30 day share price return of 8.14% and a modest 1 year total shareholder return of 2.61%. This suggests near term momentum is picking up while longer term performance remains...

nLIGHT (LASR) is back in focus after a busy run of events, from a pre-announced Q4 revenue beat in aerospace and defense to a completed US$175.0 million follow on equity offering and fresh analyst upgrades. See our latest analysis for nLIGHT. Despite the follow on offering pricing at US$44.00 per share and the latest close at US$43.86, nLIGHT’s 30 day share price return of 15.15% and 90 day gain of 47.23% suggest momentum has been building. At the same time, the 1 year total shareholder...

Badger Meter, NYSE:BMI, secured the PRASA AMI project in Puerto Rico, expanding its smart water footprint into a key international market. The company completed the integration of SmartCover into its BlueEdge smart water management platform, broadening its digital monitoring capabilities. These moves reflect progress in smart water infrastructure projects beyond regular earnings updates. Badger Meter enters this news cycle with its shares at $146.31 and a mixed recent track record,...

In recent weeks, Morgan Stanley completed a series of fixed-income offerings, including US$4.00 billion in fixed-to-floating rate notes due 2037 and several fixed-rate senior and unsecured notes maturing between 2029 and 2036, alongside reporting strong fourth-quarter 2025 results led by a rebound in investment banking and growth in wealth management. Together, this mix of fresh funding, stronger debt underwriting activity and record wealth management profitability has reinforced how Morgan...

Why PepsiCo (PEP) is on investors’ radar today PepsiCo (PEP) continues to sit in the spotlight for investors watching large consumer staples names, as its recent share performance and current valuation metrics invite closer comparison with its earnings and cash generation profile. See our latest analysis for PepsiCo. At a share price of $166.18, PepsiCo’s recent 30 day share price return of 18.77% and year to date share price return of 16.84% point to building momentum. Its 1 year total...

If you are wondering whether Okta's current share price lines up with its underlying worth, you are not alone. This article is aimed squarely at unpacking that question. Okta's share price closed at US$83.42, with returns of an 8.1% decline over the last 7 days, a 4.9% decline over 30 days, a 0.3% decline year to date, a 14.4% decline over 1 year, a 9.9% decline over 3 years, and a 70.9% decline over 5 years. These movements raise questions about how the market is currently weighing growth...

If you are wondering whether Intuit's share price still reflects its long term potential or has moved out of line with fundamentals, this breakdown is designed to help you frame that question clearly. After reaching a recent close of US$445.64, the stock has seen a 17.3% decline over the last 7 days and a 29.7% decline over the last 30 days, with year to date and 1 year returns of 29.2% and 23.7% declines, and 3 year and 5 year returns of 7.8% and 15.8% respectively. These moves sit against...

Corning stock snapshot after recent performance moves Corning (GLW) has drawn attention after a recent share move, with a 2.7% decline over the past day contrasting with gains of 5.2% over the past week and about 24% over the past month. See our latest analysis for Corning. That short term pullback comes after a strong run, with the share price showing solid upward momentum over recent months and a very large five year total shareholder return of around 3.4x. If Corning’s move has you...

KKR Real Estate Finance Trust (KREF) closed out FY 2025 with fourth quarter total revenue of US$11.0 million and basic EPS of US$0.49 loss, while the trailing twelve months show total revenue of US$15.8 million and basic EPS of US$1.05 loss. Over recent periods, the company has seen quarterly revenue swing between US$35.2 million in Q4 2024 and US$11.0 million in Q4 2025, with basic EPS moving from US$0.21 in Q4 2024 to US$0.49 loss in Q4 2025, alongside trailing twelve month basic EPS...

Why Ares Management Is Back in Focus Ares Management (ARES) is drawing fresh attention after a double hit: a double digit share drop tied to concerns about AI risk in software focused credit portfolios and heightened interest before its upcoming quarterly earnings report. See our latest analysis for Ares Management. That sell off around AI related credit worries comes after a weaker patch for the shares more broadly, with a 30 day share price return of a 20.24% decline and a year to date...

In early 2026, Commercial Metals Company was named to Corporate Knights’ Global 100 Most Sustainable Corporations and the Clean200, while director Dennis V. Arriola increased his direct shareholdings through an open-market purchase. These sustainability accolades, combined with insider buying, highlight a growing environmental profile that may broaden the company’s appeal among ESG-oriented investors. We’ll now examine how this combination of sustainability recognition and insider share...

Keurig Dr Pepper (KDP) is back on watch for investors, with the beverage group’s recent share performance putting its fundamentals under the microscope rather than any single headline event or short term catalyst. See our latest analysis for Keurig Dr Pepper. Recent trading has been constructive, with a 1 day share price return of 1.72% at US$28.45 and a 7 day share price return of 6.51%. The 1 year total shareholder return of 5.74% and 3 year total shareholder return of 11.32% indicate that...

Reports indicate that Chubb is exploring a potential acquisition of American International Group (NYSE:AIG). The discussions center on a large scale transaction that could reshape parts of the global insurance sector. The situation is developing, and no formal agreement or timeline has been announced. American International Group, trading at around $76.37, is at the center of an event that could matter for anyone exposed to the insurance sector. The stock is up 4.1% over the past week and...