U.S. Insurance Stock News

Kraft Heinz’s new CEO, Steve Cahillane, took over on January 1 and is now reviewing the previously announced plan to split the company into two businesses in the second half of 2026. His history of unlocking value through corporate breakups is drawing attention to whether Kraft Heinz’s planned separation will proceed as outlined or be reshaped. We’ll now examine how Cahillane’s arrival, and the uncertainty around Kraft Heinz’s planned breakup, could influence the company’s investment...

Vornado Realty Trust recently acquired 3 East 54th Street in Manhattan’s Plaza District for US$141 million, crediting a US$107 million mortgage balance toward the purchase price for this 18,400-square-foot, demolition-ready site zoned for about 232,500 buildable square feet. Alongside this acquisition, Vornado completed more than US$2.00 billion in refinancing, extending key credit facilities and enhancing balance sheet flexibility to support future redevelopment across its clustered Midtown...

The Morning Bull - US Market Morning Update Monday, Jan, 12 2026 US stock futures are pointing lower this morning, with S&P 500 contracts down about 0.8% and Nasdaq 100 futures off more than 1.1%, as investors weigh cooling jobs data against stubborn inflation expectations. December payrolls rose by 50,000 and unemployment sits at 4.4%, which suggests the job market is slowing but not collapsing. At the same time, the 10 year US Treasury yield is hovering near 4.2%, reflecting doubts about...

In early January 2026, Patrick Industries announced that long-time finance executive Matthew Filer will assume the roles of Chief Financial Officer, Executive Vice President – Finance and Treasurer, as the company also participates in investor conferences including the ICR Conference 2026 in Orlando and CJS Securities’ virtual “New Ideas for the New Year” event. This leadership transition, alongside increased investor outreach and analyst attention, places Patrick’s capital allocation,...

Several analysts have recently trimmed their expectations for CubeSmart (CUBE), cutting published price objectives while largely sticking with neutral or outperform views. This combination puts the company’s current valuation in sharper focus for investors. See our latest analysis for CubeSmart. The recent analyst revisions come as CubeSmart’s share price sits at US$37.68, with a 7 day share price return of 6.14%. However, the 90 day share price return shows a decline of 7.87%, while the 1...

Linde previously set February 5, 2026 as the date to release its fourth-quarter 2025 results, with a public webcast at 9 a.m. EST, drawing attention to how demand, pricing, and margins are holding up, especially in its Europe, Middle East and Africa segment. An interesting angle for investors is how Linde’s commentary on European volumes and cost pressures could reshape expectations for its 2026 margin profile and longer-term contract economics. We’ll now examine how this upcoming earnings...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

In recent months, Omega Healthcare Investors reported third-quarter 2025 core funds from operations of US$0.79 per share, exceeding estimates on stronger investment income and spreads, while BMO Capital lowered its rating and several other firms initiated or reiterated positive coverage. This combination of robust operating performance and mixed analyst views highlights the tension between optimism about Omega’s cash flows and questions about how much further it can grow at its current...

Event-driven snapshot on CoreCivic CoreCivic (CXW) is back on many investors’ screens after a recent move in its share price. The stock closed at $20.30 and has shown mixed return patterns over the past year. See our latest analysis for CoreCivic. Recent trading has been constructive, with a 2.99% 1-day share price return building on a 7.41% 30-day and 11.72% 90-day share price return. This comes even though the 1-year total shareholder return is an 8.10% decline and the 5-year total...

Recent commentary around DNOW (DNOW) centers on its work to rebuild margins and tighten its cost structure, along with a push into digital distribution as energy customers continue to spend on maintenance and infrastructure upgrades. See our latest analysis for DNOW. At a share price of $13.57, DNOW has seen a 5.1% decline in its 30 day share price return and a modest 1.6% share price gain year to date. The 1 year total shareholder return of 3.2% and 5 year total shareholder return of 52.8%...

Rivian Automotive (RIVN) drew fresh attention after reporting fourth quarter and full year 2025 operating results, including 10,974 vehicles produced and 9,745 delivered in the quarter, with 42,284 produced and 42,247 delivered for the year. See our latest analysis for Rivian Automotive. Rivian’s recent production update, together with its Volkswagen joint venture and focus on software and services, comes after a 46.49% 90 day share price return and a 42.48% 1 year total shareholder return...

In recent news, Warren Buffett retired as CEO of Berkshire Hathaway and handed oversight of its approximately US$317.00 billion investment portfolio to Greg Abel, who has pledged to maintain the company’s long-term, value-focused approach with about 74% of holdings concentrated in eight major stocks. This transition marks a rare leadership change at Berkshire after six decades, prompting fresh scrutiny of whether Buffett’s concentrated, value-oriented philosophy can be executed as...

Many The Andersons, Inc. ( NASDAQ:ANDE ) insiders ditched their stock over the past year, which may be of interest to...

UBS has upgraded Altria Group (MO) from Neutral to Buy, highlighting expectations that cigarette volume pressures may be easing and that improved industry volumes and earnings visibility could influence the stock in 2026. See our latest analysis for Altria Group. The UBS upgrade comes as Altria’s share price has been volatile over recent months, with a 12.03% 90 day share price decline contrasted by a 21.25% 1 year total shareholder return. This suggests near term pressure but still solid...

The curbside electric vehicle (EV) charging bollards market is witnessing rapid growth, driven by increased adoption of battery electric vehicles (BEVs) due to clean energy incentives and the rising necessity for accessible urban charging infrastructure. Key factors contributing to this market expansion include government initiatives, smart grid integration, advancements in ultra-fast charging technology, and partnerships between municipalities and charging providers. The global market is...

Some Dycom Industries, Inc. ( NYSE:DY ) shareholders may be a little concerned to see that the Independent Director...

In recent days, U.S. Immigration and Customs Enforcement (ICE) awarded GEO Group a US$39,000,000, six‑month sole‑source contract to operate the new Big Horn detention facility in Hudson, Colorado, expanding the company’s ICE footprint beyond its existing Aurora center. This contract underlines GEO’s role as a key federal detention services provider and highlights how incremental facility activations can meaningfully influence its operations mix. We’ll now explore how this sole‑source...

Recent shifts in analyst sentiment around Eastman Chemical (EMN), including changes to ratings and price expectations over the past quarter, have put the stock back in focus for investors watching materials names. See our latest analysis for Eastman Chemical. At a share price of $68.76, Eastman Chemical has seen shorter term momentum pick up, with a 7 day share price return of 6.19% and a 90 day share price return of 13.58%. However, the 1 year total shareholder return is a 19.28% loss,...

Key Insights Given the large stake in the stock by institutions, Oil-Dri Corporation of America's stock price might be...

ATI (ATI) is drawing fresh attention after improvements in its free cash flow margin and return on invested capital, developments that indicate stronger profitability and additional ways to potentially reward shareholders. See our latest analysis for ATI. The recent improvement in free cash flow and return on invested capital comes as ATI’s share price has climbed to $122.30, with a 30 day share price return of 12.24% and a 1 year total shareholder return of 122.36%, pointing to strong...

What Triggered the Latest Move in Tidewater (TDW)? Tidewater (TDW) is back on investor radar after management outlined 2026 revenue guidance of US$1.32b to US$1.37b, reaffirmed a US$500m share repurchase capacity, and reported improving third quarter results. These company specific updates, supported by firmer crude prices and a soft U.S. jobs report, came alongside a 7.1% one day share price move after TDW broke above US$56, drawing fresh attention ahead of the February 26 earnings...

Warner Bros. Discovery (WBD) has drawn attention after recent share price moves, including a roughly 2% gain over the past week and a loss of about 4% over the past month, prompting fresh interest in its valuation. See our latest analysis for Warner Bros. Discovery. Beyond the recent swings, Warner Bros. Discovery’s 90 day share price return of 60.65% and 1 year total shareholder return of 193.55% point to strong momentum building off a relatively modest year to date share price return of...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

When you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...