U.S. Insurance Stock News

NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Addus HomeCare (ADUS) EPS Jump Supports Bullish Narratives Despite Below‑Market Growth Forecasts

Addus HomeCare (ADUS) closed out FY 2025 with fourth quarter revenue of US$373.1 million and basic EPS of US$1.61, while trailing twelve month figures reached US$1.4b in revenue and US$5.22 in EPS. The company has seen quarterly revenue move from US$297.1 million in Q4 2024 to US$373.1 million in Q4 2025, and basic EPS rise from US$1.07 to US$1.61 over the same period. This ties into a year of 30.3% earnings growth supported by a 6.7% net margin. For investors, this combination of higher...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal Holdings (PYPL) Valuation Check After Recent Share Price Swings And Intrinsic Discount Estimates

PayPal Holdings (PYPL) is back on many watchlists after recent share price swings, prompting fresh attention on how its current valuation lines up with financial metrics and recent performance across different time frames. See our latest analysis for PayPal Holdings. The latest 1 day share price return of 6.74% and 7 day share price return of 13.44% come after a tougher stretch, with a 30 day share price return of 16.93% and a 1 year total shareholder return of 34.59%. This suggests that...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

What SoFi Technologies (SOFI)'s New 2X Leveraged ETF And Record Revenue Milestone Means For Shareholders

Earlier this week, Direxion launched the Direxion Daily SoFi Bull 2X ETF, offering traders twice the daily amplified exposure to SoFi Technologies’ share price. This new leveraged ETF arrives as SoFi reports quarterly revenue above US$1.00 billion and record net income of US$174.00 million, highlighting its evolution into a broad digital finance platform. We’ll now examine how this leveraged ETF launch, alongside SoFi’s expanding revenue base, may influence the company’s investment...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

Is Dorchester Minerals (DMLP) Priced Fairly After Mixed Short And Long Term Returns

If you are wondering whether Dorchester Minerals is priced fairly today, you are not alone. Many investors are asking if the current unit price really reflects its underlying value. The stock has had mixed returns, with a 0.6% move over the last 7 days, 3.7% over 30 days, 9.5% year to date, but a 7.6% decline over the past year and a very large gain over 5 years that points to a very different longer term picture. Recent attention on Dorchester Minerals has focused on its role as a royalty...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics Advances VK2735 As Phase 3 Trials Shape Valuation

Viking Therapeutics (NasdaqCM:VKTX) has moved its GLP-1-based weight loss candidate VK2735 into phase 3 clinical trials. The company is developing both subcutaneous and oral versions of VK2735 for metabolic disorders, including obesity. This step advances a key program in a large and highly visible area of therapeutic development. Viking Therapeutics focuses on metabolic and endocrine disorders, and VK2735 sits at the center of that effort. GLP-1 drugs have drawn broad attention from...
NYSE:GENI
NYSE:GENIHospitality

What Genius Sports (GENI)'s Data Partnership With WPP Media Means For Shareholders

In February 2026, WPP Media announced a partnership with Genius Sports that uses its FANHub and Fan Graph platforms to power a new Brand Sports Momentum Score, giving advertisers data-driven tools to target sports fans across the U.S. market. This collaboration brings WPP into Genius Sports’ Innovation Council and links real fan behavior from more than 250 million U.S. consumers directly into media planning, activation, and campaign measurement. We’ll now examine how WPP’s access to Genius...
NYSE:CNP
NYSE:CNPIntegrated Utilities

How CenterPoint’s Upsized Convertible Notes and CFO Shift Could Reframe the CNP Investment Story

CenterPoint Energy recently priced a US$600 million offering of 2.875% Convertible Senior Notes due 2029 and confirmed leadership changes, with longtime Chief Accounting Officer Kristie Colvin retiring and Russell Wright assuming the role in March 2026. The company’s decision to upsize the convertible issue from US$550 million and earmark proceeds for debt repayment highlights a balancing act between funding growth and managing potential dilution for existing shareholders. Next, we’ll...
NYSE:VRT
NYSE:VRTElectrical

Vertiv’s Long‑Dated Bond Raise for AI Data Centers Might Change The Case For Investing In Vertiv Holdings Co (VRT)

In February 2026, Vertiv Holdings completed four fixed-rate senior unsecured bond offerings totaling about US$2.10 billion, with maturities stretching from 2036 to 2066 and coupons ranging from 4.85% to 5.95%, following the release of strong 2025 results and detailed 2026 guidance. By locking in long-dated funding shortly after a very large year-on-year increase in net income and earnings per share, Vertiv appears to be reinforcing its capacity to invest in AI-driven data center...
NYSE:QSR
NYSE:QSRHospitality

How Investors May Respond To Restaurant Brands International (QSR) Earnings, 2026 Dividend Targets And Capital Plan Event

Restaurant Brands International Inc. recently reported fourth-quarter and full-year 2025 results showing higher sales and revenue but lower net income, while also declaring a US$0.65 first-quarter 2026 dividend per share and partnership unit and setting a US$2.60 annual dividend target for 2026. Alongside these earnings and dividend moves, the company filed a US$6.86 million shelf registration for 100,000 common shares tied to an ESOP and scheduled a February 26, 2026 investor event to...
NYSE:IBM
NYSE:IBMIT

Assessing IBM (IBM) Valuation After Historic Selloff On Anthropic COBOL AI Announcement

International Business Machines (IBM) is back in focus after a historic one day selloff, triggered by Anthropic’s claim that its Claude Code tool can automate modernization of COBOL workloads that are central to IBM’s mainframe services. See our latest analysis for International Business Machines. The sharp reaction to Anthropic’s COBOL announcement came on top of existing pressure. IBM’s 7 day share price return of 11.22% and 30 day share price return of 21.58% point to fading near term...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Zscaler (ZS) Valuation Reset After Tariff And AI Jitters In Cybersecurity Sector

Zscaler (ZS) has been caught up in a wider tech sell-off after the White House floated a move to lift global tariffs to 15%, with investors also reevaluating cybersecurity stocks in light of rapid AI advances. See our latest analysis for Zscaler. At a share price of US$149.36, Zscaler’s recent moves have been sharp, with a 1 day share price return of 4.24% coming after a 30 day share price return of a 28.75% decline and a year to date share price return of a 32.28% decline. The 1 year total...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA) Q4 EPS Surge To US$0.68 Challenges Bearish Earnings Decline Narrative

Adeia FY 2025 results put sharp Q4 finish under the microscope Adeia (ADEA) closed FY 2025 with Q4 revenue of US$182.6 million and basic EPS of US$0.68, setting a clear marker for how the year wrapped up. Over the past six quarters, the company has seen quarterly revenue move between US$85.7 million and US$182.6 million, while basic EPS ranged from US$0.08 to US$0.68. Trailing twelve month EPS reached US$1.02 on revenue of US$443.4 million. With earnings up 71.9% over the last year and net...
NasdaqGS:AKTS
NasdaqGS:AKTSBiotechs

Assessing Aktis Oncology (AKTS) Valuation After Recent Share Price Momentum And Analyst Upside Potential

What Aktis Oncology’s Latest Moves Mean For Investors Aktis Oncology (AKTS) has drawn fresh attention after recent trading left the stock at a last close of $20. With limited public history as a clinical-stage radiopharmaceutical developer, investors are weighing its early financial profile. See our latest analysis for Aktis Oncology. Recent trading has been choppy, with a 1 day share price return of 2.93% and a 7 day share price return of 11.42%, set against a 30 day share price return of...
NYSE:NCLH
NYSE:NCLHHospitality

What Norwegian Cruise Line Holdings (NCLH)'s CEO Shake-Up and Elliott Activism Drive Means For Shareholders

Earlier in February 2026, Norwegian Cruise Line Holdings replaced CEO and President Harry Sommer with board member John W. Chidsey and signed a more than €4 billion, three-ship order with Fincantieri for deliveries through 2037 across its three brands. Days later, activist investor Elliott Investment Management disclosed a stake above 10% and publicly pressed for board changes and a new business plan, arguing that years of missteps have left the company undervalued despite a strong cruise...
NYSE:MMM
NYSE:MMMIndustrials

Assessing 3M (MMM) Valuation As Belgian PFAS Lawsuit Renews Legal Risk Focus

Why the Belgian PFAS lawsuit matters for 3M (MMM) investors A fresh lawsuit from about 1,400 Belgian residents over PFOS exposure is putting 3M (MMM) back in the spotlight, as investors reassess the company’s ongoing environmental and legal risk profile. See our latest analysis for 3M. Beyond the Belgian PFAS case, 3M’s recent appointment of Meagan Linn as Senior Vice President, Government Affairs underlines how the company is trying to manage regulatory relationships at the same time as...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE) Valuation Check After US$5 Billion Brookfield AI Power Partnership

Bloom Energy (BE) is back in focus after securing a partnership with Brookfield Corporation, which plans to invest up to US$5 billion to deploy Bloom's fuel cell technology for AI data center power needs. See our latest analysis for Bloom Energy. That Brookfield deal lands on top of a strong run in the shares, with Bloom Energy’s 90 day share price return of 64.33% and a very large 1 year total shareholder return. This suggests momentum has been building around AI power demand and backlog...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

A Look At CCC Intelligent Solutions Holdings (CCC) Valuation As Shares Trade Near Narrative Discount

CCC Intelligent Solutions Holdings: recent moves and context CCC Intelligent Solutions Holdings (CCC) has drawn attention after recent trading, with the share price at US$5.06 and negative returns over the month and past 3 months prompting fresh questions about how investors are viewing its SaaS insurance platform. See our latest analysis for CCC Intelligent Solutions Holdings. The recent 3.9% 1 day share price gain sits against a weaker backdrop, with a 30 day share price return of 35.79%...
NYSE:REXR
NYSE:REXRIndustrial REITs

Rexford Insider Sales Add New Signal To Infill Industrial Thesis

Rexford Industrial Realty (NYSE:REXR) has seen a recent pickup in insider stock sales. Co CEO Michael S. Frankel is among the executives who have sold shares in the latest activity. The transactions involve material amounts, which may signal evolving views inside the company. Rexford Industrial Realty focuses on industrial properties, a segment many investors track for clues about warehousing, logistics, and broader goods movement. When a senior leader such as Co CEO Michael S. Frankel...
NYSE:BDC
NYSE:BDCElectronic

Has Belden (BDC) Run Too Far After Its Strong Multi Year Share Price Performance

If you are looking at Belden and wondering whether the current share price still represents solid value, the key question is how its fundamentals stack up against what the market is paying today. With the stock recently closing at US$148.00 and returns of 1.1% over 7 days, 28.4% over 30 days, 25.6% year to date, 35.4% over 1 year, 76.5% over 3 years and 228.9% over 5 years, many investors are asking whether expectations have already been priced in. Recent coverage has focused on Belden's...
NYSE:HCI
NYSE:HCIInsurance

Assessing HCI Group (HCI) Valuation After Recent Share Price Volatility

HCI Group stock snapshot HCI Group (HCI) has drawn investor attention after recent share price swings, with the stock up about 2.1% over the past day but showing mixed returns over the past month and past 3 months. See our latest analysis for HCI Group. While the 1-day share price return of 2.1% to around $156.60 offers a short-term bounce, HCI Group’s share price return year to date is lower, even as its 1-year total shareholder return of 30.6% and 3-year total shareholder return above 200%...
NYSE:T
NYSE:TTelecom

Has The Market Mispriced AT&T (T) After Its Recent Share Price Recovery?

If you are wondering whether AT&T's current share price really reflects the value of its telecom and media assets, you are not alone. That is exactly what this article will unpack. AT&T's stock closed at US$28.35, with a 1.2% decline over the last 7 days, a 20.2% return over 30 days, 15.4% year to date, 11.0% over 1 year, 77.0% over 3 years and 79.5% over 5 years, which hints that the market's view on risk and potential has shifted over different time frames. Recent headlines around AT&T...
NYSE:ADX
NYSE:ADXCapital Markets

Strong 2025 Earnings And AI-Focused Board Appointment Could Be A Game Changer For Adams Diversified Equity Fund (ADX)

Adams Diversified Equity Fund, Inc. reported full-year 2025 results, with revenue of US$32.79 million and net income of US$480.65 million, and its Boards also elected AI-focused technology leader Dr. Steven G. Chambers as an independent director effective February 12, 2026. The combination of robust profitability and the addition of a director with deep AI and technology governance experience could influence how investors think about the fund’s future use of data and technology in managing...
NYSE:PPL
NYSE:PPLElectric Utilities

Should PPL’s US$1 Billion Equity Raise for Grid Expansion Require Action From PPL (PPL) Investors?

PPL Corporation has recently completed a follow-on public offering of 20,000,000 equity units at US$50 each, raising US$1.00 billion to repay short-term debt and fund general corporate needs tied to its expanding grid and generation plans. This capital raise coincides with higher earnings, increased dividends, and a larger four-year, US$23.00 billion investment plan aimed at grid modernization and meeting rising data center demand. Next, we’ll examine how PPL’s US$1.00 billion equity raise...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Is DENTSPLY SIRONA (XRAY) Deepening Burkhart Tie-Up To Fortify Its Digital Workflow Moat?

On 24 February 2026, Dentsply Sirona and Burkhart Dental Supply announced that Burkhart will begin offering Dentsply Sirona’s full dental technology portfolio, including CEREC systems, Primescan scanners, and advanced imaging solutions, expanding on their existing preventive and restorative product relationship. This broader distribution of integrated digital tools through Burkhart’s footprint could be important for Dentsply Sirona’s push toward end-to-end digital workflows in dental...