U.S. Insurance Stock News

NYSE:JCI
NYSE:JCIBuilding

Is It Too Late To Consider Johnson Controls International (JCI) After Strong Multi‑Year Share Gains?

If you are wondering whether Johnson Controls International is priced attractively right now, you are not alone. This article will walk through what the current share price could mean for investors focused on value. The stock last closed at US$138.57, with returns of 4.6% over 7 days, 23.6% over 30 days, 13.3% year to date, 58.9% over 1 year, 128.6% over 3 years and 175.8% over 5 years. This raises fair questions about how much of the story is already reflected in the price. Recent attention...
NYSE:CMI
NYSE:CMIMachinery

A Look At Cummins (CMI) Valuation After Earnings Volatility Guidance Update And Dividend Increase

Cummins (CMI) is back in focus after its latest quarterly earnings update, a mixed market reaction to GAAP results, fresh 2026 guidance, a higher dividend, and sharper priorities for its Accelera business. See our latest analysis for Cummins. The recent earnings volatility, updated 2026 guidance and higher dividend have all landed against a strong run in the shares. Cummins’ 90 day share price return of 27.28% and 1 year total shareholder return of 62.62% point to momentum that has been...
NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs' Warehouse (CHEF) Is Up 5.7% After Buybacks And Accretive M&A Focus - Has The Bull Case Changed?

The Chefs' Warehouse, Inc. recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$1.14 billion for the quarter and US$4.15 billion for the year, alongside higher annual net income and earnings per share from continuing operations versus 2024. Management also highlighted ongoing share buybacks and a strong pipeline of potential acquisitions, emphasizing disciplined, low‑risk “fold‑in” deals that could enhance territories and complement the company’s existing...
NYSE:PSN
NYSE:PSNProfessional Services

Assessing Parsons (PSN) Valuation After Mixed Returns And A 4.0% One Day Share Price Gain

Event driven overview of Parsons stock Parsons (PSN) shares have recently moved against mixed short term returns, with a 4.0% gain over the past day but a decline over the past week, month, and past 3 months catching investor attention. See our latest analysis for Parsons. The latest 4.0% 1 day share price gain to $62.67 comes after a 9.4% 30 day share price decline and a 14.6% 1 year total shareholder return decline. This means recent momentum looks softer, even though the 3 and 5 year total...
NYSE:IEX
NYSE:IEXMachinery

How Strong Q4 Results and Innovation Reshuffle Could Shape IDEX’s (IEX) Long-Term Strategy

IDEX Corporation recently reported fourth-quarter 2025 results showing higher sales of US$899.1 million and net income of US$128.3 million, while also continuing its long-running share repurchase program. Soon after these results, IDEX moved to eliminate the role of Senior Vice President, Chief Strategy and Innovation Officer Roopa Unnikrishnan, signaling an organizational shift in how it approaches growth and innovation. We’ll now consider how the stronger quarter, especially momentum in...
NasdaqGS:GIII
NasdaqGS:GIIILuxury

Should DKNY’s Celebrity-Led Revival Strategy Reshape How Investors View G-III Apparel Group’s (GIII) Brand Power?

G-III Apparel Group recently advanced the revival of DKNY and Donna Karan New York by extending Hailey Bieber’s global ambassador role for DKNY and launching Spring 2026 campaigns featuring Adriana Lima, Joan Smalls, and Grace Elizabeth across key retail and digital channels. By pairing high-impact celebrity campaigns with curated edits that emphasize each model’s personal expression, the company is sharpening the distinct identities of its owned brands and potentially strengthening consumer...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

Reassessing Futu Holdings (FUTU) After A 20% Monthly Pullback And Regulatory Headlines

If you are wondering whether Futu Holdings at around US$147.48 is still good value or starting to look stretched, you are not alone. The stock has seen a 1.7% decline over the last 7 days and a 19.9% decline over the last 30 days, even though the 1 year return sits at 25.1% and the 3 year return is a very large 201.3%. Recent news coverage has focused on Futu Holdings as a key online broker for Chinese equities and global markets, with attention on how investor trading activity and...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC Leans On Digital Revenue As Valuation And Profitability Questions Grow

IAC (NasdaqGS:IAC) reported that digital revenue showed resilience despite industry-wide disruption from falling print and web traffic and the impact of AI on digital publishing. Management highlighted new digital products and repositioning efforts that are intended to align the portfolio with changing media consumption trends. The company acknowledged overall revenue declines and profitability shortfalls, while pointing to ongoing share buybacks as part of its capital allocation...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

BioCryst Pharmaceuticals (BCRX) Is Up 9.0% After Navenibart ALPHA-SOLAR Data And Astria Deal News – Has The Bull Case Changed?

BioCryst Pharmaceuticals recently acquired Astria Therapeutics for about US$700.00 million and announced that it has presented nine hereditary angioedema abstracts, including new data on ORLADEYO and long-acting antibody navenibart, at the 2026 AAAAI Annual Meeting. Beyond expanding its hereditary angioedema portfolio, the company’s positive interim ALPHA-SOLAR trial results for navenibart highlight a potential shift toward less frequent, long-acting preventive treatment options. We’ll now...
NYSE:MAIN
NYSE:MAINCapital Markets

Main Street Capital Extends Portfolio Support While Shares Track Fair Value

Main Street Capital (NYSE:MAIN) has made a follow on investment in DMS Holdco LLC to support its acquisition of Johnson & Quin, Inc. The company has also expanded its revolving credit facility, increasing available financing for current and future investments. These moves tie directly to Main Street Capital's approach of backing portfolio company growth while maintaining flexible funding sources. With shares recently closing at $60.89, Main Street Capital has a long track record of returns,...
NYSE:TRGP
NYSE:TRGPOil and Gas

Why Targa Resources (TRGP) Is Up 6.2% After Record Q3 EBITDA And Higher 2025 Outlook

Targa Resources recently reported record Q3 2025 adjusted EBITDA, driven by strong Permian, NGL transportation and fractionation volumes, and raised its full-year 2025 earnings outlook toward the top end of prior guidance. This performance highlights how Targa’s integrated midstream footprint and growing throughput across key assets are translating into higher utilization and operating efficiency across its network. We’ll now examine how Targa’s record quarterly EBITDA and upgraded earnings...
NYSE:NIO
NYSE:NIOAuto

Assessing NIO (NIO) Valuation After Major Software Recall And Recent Share Price Weakness

NIO (NYSE:NIO) is under close watch after announcing a large recall of 246,229 vehicles in China due to software faults affecting the instrument cluster and central infotainment displays, raising fresh questions around safety and customer trust. See our latest analysis for NIO. The recall lands after a volatile stretch for NIO’s stock, with a nearly 40% share price decline from late 2025 to early 2026. This reflects shifting risk perceptions despite the company’s first adjusted operating...
NYSE:FNF
NYSE:FNFInsurance

Operational Resilience And Efficiency Gains Might Change The Case For Investing In Fidelity National Financial (FNF)

Recent commentary on Fidelity National Financial highlights that the U.S. title insurance leader has maintained resilient margins, improved efficiency and fixed-cost leverage, and is projected to grow revenue by 8% over the next 12 months, despite ongoing pressures in the broader real estate and insurance landscape. An interesting takeaway is that this operational progress, combined with market‑beating return on equity and a strong position in title and escrow services alongside F&G’s...
NYSE:AWR
NYSE:AWRWater Utilities

A Look At American States Water (AWR) Valuation As Dividend Streak And Growth Commitment Continue

American States Water (AWR) has drawn fresh attention after its board approved a quarterly dividend of $0.5040 per share, extending the company’s multidecade streak of uninterrupted and annually rising payments. See our latest analysis for American States Water. The dividend decision comes as American States Water’s share price has inched up in the very short term, with a 1 day share price return of 2.72% and a 7 day share price return of 1.48%. However, the 1 year total shareholder return of...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder Lawsuit Against Walmart Puts Brand Protection And Valuation In Focus

Estée Lauder Companies (NYSE:EL) has filed a federal lawsuit against Walmart, alleging the retailer sold counterfeit skincare and fragrance products online. The suit targets products tied to brands including Aveda, Clinique, La Mer, Le Labo, and Tom Ford. Estée Lauder is seeking an injunction and monetary damages in response to the alleged counterfeit sales. For investors watching NYSE:EL, this legal move comes with the stock at a share price of $106.42. The company’s recent performance has...
NasdaqGS:PGEN
NasdaqGS:PGENBiotechs

Assessing Precigen (PGEN) Valuation After PAPZIMEOS Standard Of Care Endorsement

Why the latest PAPZIMEOS endorsement matters for Precigen Precigen (PGEN) is back in focus after a new consensus paper from 16 physicians recommended its drug PAPZIMEOS as the standard of care for adults with recurrent respiratory papillomatosis, building on recent US and European regulatory milestones. See our latest analysis for Precigen. Precigen’s share price has moved to $4.74, with an 11.79% 7 day share price return and 13.67% 30 day share price return, while the 1 year total...
NYSE:FAF
NYSE:FAFInsurance

First American Financial (FAF) Margin Rebound Reinforces Bullish Narratives After FY 2025 Earnings

First American Financial (FAF) just wrapped up FY 2025 with Q4 revenue of US$2.0 billion and basic EPS of US$2.06, supported by trailing 12 month revenue of US$7.5 billion and EPS of US$6.02. Over recent quarters, the company has seen revenue move from US$1.6 billion and EPS of US$0.71 in Q1 2025 to US$2.0 billion and EPS of US$2.06 in Q4 2025, while trailing net profit margin sits at 8.3% compared with 2.1% a year earlier. This points to a period where profitability has become a much bigger...
NYSE:SLVM
NYSE:SLVMForestry

Sylvamo (SLVM) Margin Compression To 5.2% Tests Bullish Valuation Narratives

Sylvamo (SLVM) just posted its FY 2025 third quarter numbers, reporting revenue of US$846 million and basic EPS of US$1.43 alongside net income of US$57 million. The company’s quarterly revenue moved from US$970 million in Q4 2024 to US$821 million in Q1 2025, US$794 million in Q2, and then US$846 million in Q3. Over the same period, basic EPS went from US$1.98 to US$0.67, US$0.37, and then US$1.43. These shifts give investors more detail for evaluating how recent performance trends relate to...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Is NovoCure (NVCR) Pricing Reflect Long Term Potential After Recent 24% Weekly Jump

If you are looking at NovoCure and wondering whether the current share price really reflects its potential, this article will walk through what the numbers are saying about value. The stock last closed at US$12.53, with a recent 7 day return of 23.6%, a 30 day return of a 9.0% decline, a year to date return of a 4.5% decline, and a 1 year return of a 44.3% decline, which gives a mixed picture of sentiment over different time frames. Recent news around NovoCure has focused on the ongoing...
NYSE:SHW
NYSE:SHWChemicals

A Look At Sherwin-Williams (SHW) Valuation After Extending Its $75 Million Credit Facility To 2030

Why Sherwin-Williams refreshed its $75 million credit lifeline Sherwin-Williams (SHW) recently extended the maturity of $75 million in borrowing commitments and letter of credit capacity to December 20, 2030. This move helps maintain funding visibility for operations and potential growth projects. See our latest analysis for Sherwin-Williams. At a share price of $372.60, Sherwin-Williams has had a firm run recently, with a 30 day share price return of 4.67% and a 90 day share price return of...
NYSE:ABT
NYSE:ABTMedical Equipment

Should FreeStyle Libre 3 Safety Lawsuit and Dividend Hike Require Action From Abbott (ABT) Investors?

In early February 2026, McCune Law Group filed a wrongful death lawsuit against Abbott Diabetes Care and Abbott Laboratories over alleged accuracy defects in FreeStyle Libre 3 glucose sensors, following prior Class I safety actions and an FDA-classified serious device concern affecting about 3 million sensors. At the same time, Abbott has been highlighting strong clinical results across its cardiac device portfolio and raising its dividend, underscoring the tension between product...
NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Valuation Check After Q4 2025 Earnings Beat And Growing High Margin Services

Mastercard (MA) is back in focus after fourth quarter 2025 results topped expectations, supported by steady consumer spending, strong cross border volumes, and rapid growth in higher margin services such as cybersecurity and data analytics. See our latest analysis for Mastercard. Despite the earnings beat and new partnerships such as the Truist open banking integration, Mastercard's recent share price performance has been soft. The 7 day share price return is 4.43% and the year to date share...