U.S. Insurance Stock News

NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Greg Abel’s Berkshire Era Begins With Fire Risk And Capital Questions

Greg Abel has taken over as CEO of Berkshire Hathaway (NYSE:BRK.A), issuing his first shareholder letter and outlining how he plans to run the company after Warren Buffett. Berkshire’s utility subsidiary PacifiCorp is facing significant wildfire related liabilities, and Abel is pursuing legislative and regulatory changes that could affect how those risks are shared and managed. These developments mark the first major leadership transition at Berkshire in decades and come as utility operators...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

Intellia Therapeutics Q4 Loss Of US$0.83 EPS Tests Long Term Bullish Narratives

Intellia Therapeutics (NTLA) closed FY 2025 with Q4 revenue of US$23.0 million and a basic EPS loss of US$0.83, as the company continued to invest heavily in its gene editing pipeline. Over the last six quarters, revenue has moved from US$9.1 million in Q3 2024 to US$23.0 million in Q4 2025, while quarterly basic EPS losses have ranged between US$0.83 and US$1.34. This has left margins firmly in loss-making territory even as the top line scaled up. See our full analysis for Intellia...
NYSE:ALLY
NYSE:ALLYConsumer Finance

How Fitch’s Positive Outlook on Ally’s Refocused Lending Strategy Will Impact Ally Financial (ALLY) Investors

Earlier in February 2026, Fitch Ratings affirmed Ally Financial’s Long-Term Issuer Default Rating at BBB- while revising its outlook to Positive, reflecting the rating agency’s view of improving profitability, credit performance, and capital strength following Ally’s sharpened focus on auto and corporate lending. By selling its personal loans and card portfolios and allowing its mortgage book to run off, Ally is concentrating on core lending businesses in a way that rating agencies now view...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks Reshapes AI Security With CyberArk Deal And Nvidia Push

Palo Alto Networks agreed to acquire CyberArk and Koi Security to deepen its AI security platform. The company expanded its Nvidia integration and launched Unit 42 Managed XSIAM 2.0 to push further into AI driven cybersecurity. These moves signal a shift toward platform consolidation that could affect profitability and integration complexity in the near term. Palo Alto Networks (NasdaqGS:PANW) is making an aggressive push into AI centered cybersecurity as its share price sits at $149.4. The...
NYSE:RVLV
NYSE:RVLVSpecialty Retail

A Look At Revolve Group (RVLV) Valuation As Recent Trading Sends Mixed Momentum Signals

Revolve Group (RVLV) has attracted fresh attention after recent trading action left the stock with mixed short term performance, including a decline over the past month alongside gains over the past 3 months and the past year. See our latest analysis for Revolve Group. At a share price of $26.30, Revolve Group’s recent 1 day share price return of 7.96% and 7 day share price return of 4.91% contrast with a 30 day share price return of 9.50% and a flat 1 year total shareholder return of 0.19%...
NYSE:M
NYSE:MMultiline Retail

Is Macy's (M) Share Price Reflecting Ongoing Department Store Real Estate Debates?

If you are wondering whether Macy's at around US$20.35 is priced attractively or not, this article will walk you through what the current market price might be implying about its value. The stock has seen mixed recent performance, with a 7.5% decline over the last 7 days and a 0.1% decline over 30 days, while still showing a 51.7% return over 1 year and a 59.9% return over 5 years. Recent headlines around Macy's have focused on the long running discussion about the future of department...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol Myers Squibb Pipeline Updates And Valuation Picture For Investors

Bristol Myers Squibb (NYSE:BMY) reported positive Phase 2 results for Reblozyl in treating anemia in alpha thalassemia patients. The company announced FDA acceptance of its new drug application for iberdomide in relapsed or refractory multiple myeloma. Iberdomide received Breakthrough Therapy Designation and Priority Review from the FDA. Bristol Myers Squibb, a large biopharma company focused on hematology and oncology among other areas, is adding fresh clinical momentum to its pipeline...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health Insider Sales Prompt Fresh Look At Growth Story

Hinge Health (NYSE:HNGE) President James Pursley recently sold company shares, extending a pattern of insider transactions over the past year. The latest sale adds to ongoing insider activity that investors may track alongside the company’s trading performance and business developments. Hinge Health, trading at $43.67 at the last close, has seen its share price move 4.2% over the past week and 8.1% over the past month. Year to date, the stock shows a 4.1% decline, which gives investors some...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly Advances Oral GLP 1 And Immunology Growth Story

Eli Lilly (NYSE:LLY) reported that its oral GLP-1 candidate orforglipron outperformed Novo Nordisk’s oral semaglutide in a head to head Phase 3 trial in adults with type 2 diabetes. The trial results showed superior blood sugar control and weight loss for orforglipron compared with the rival therapy. The EMA’s Committee for Medicinal Products for Human Use issued a positive opinion to extend Olumiant’s use to adolescents with severe alopecia areata in Europe. Eli Lilly is a large global...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Did Citi’s 30‑Day Catalyst Watch Ahead of Investor Day Just Shift KLA’s (KLAC) Investment Narrative?

Citi recently placed KLA Corp on a 30‑day positive Catalyst Watch ahead of its 12 March Investor Day in New York, citing expectations for a stronger long‑term financial model and potential product announcements. This fresh attention comes as KLA benefits from accelerating demand for advanced packaging and inspection tools tied to AI and leading‑edge chip production. We'll now examine how Citi's Catalyst Watch and expectations for KLA's Investor Day may influence the company's existing...
NYSE:INGR
NYSE:INGRFood

A Look At Ingredion (INGR) Valuation After New Univar Excipients Distribution Agreement

Ingredion (INGR) is back on investors’ radar after appointing Univar Solutions as the exclusive distributor for its pharmaceutical starches in the United States and Canada, expanding access to its excipient portfolio across pharmaceutical and nutraceutical customers. See our latest analysis for Ingredion. The Univar agreement arrives after a steady build in recent momentum, with Ingredion’s 90 day share price return of 8.93% and year to date share price return of 6.69%, even as the 1 year...
NasdaqGS:VC
NasdaqGS:VCAuto Components

Visteon (VC) Is Up 5.1% After Dividend Hike And Buybacks Amid Softer 2025 Earnings

In February 2026, Visteon Corporation reported fourth-quarter and full-year 2025 results showing softer net income and earnings per share alongside slightly lower annual sales of US$3.77 billion, while its Board raised the quarterly dividend to US$0.375 per share payable on March 16, 2026, and confirmed 2026 sales guidance of US$3.63 billion to US$3.83 billion. At the same time, Visteon completed a US$225.93 million share repurchase program that retired about 7.17% of its shares, signaling a...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Marriott Expansion In South Asia And Luxury Reopening Shape Growth Story

Marriott International (NasdaqGS:MAR) has secured more than 100 new hotel deals in India, marking record expansion milestones in South Asia. The company reports a strong development pipeline in the wider Asia Pacific region, including targeted growth in Vietnam. Marriott has reopened the JW Marriott Atlanta Downtown after a major renovation, adding fresh capacity to its luxury portfolio in the United States. Marriott International, known for its global hotel and lodging brands, is leaning...
NYSE:KVYO
NYSE:KVYOSoftware

Is Klaviyo’s New Google AI Messaging Alliance Altering The Investment Case For Klaviyo (KVYO)?

In February 2026, Klaviyo announced a partnership with Google that connects Google’s search, ads, AI, and RCS messaging with Klaviyo’s real-time customer data platform to power AI‑driven, autonomous customer experiences across discovery, purchase, service, and loyalty. A distinctive element of the collaboration is Klaviyo’s early access to Google’s Search‑to‑RCS experience, allowing consumers to launch AI‑powered brand conversations directly from search results, with every interaction...
NYSE:WRB
NYSE:WRBInsurance

Is W. R. Berkley (WRB) Pricing Reflecting Its Strong Multi Year Share Price Performance?

If you are wondering whether W. R. Berkley at around US$71.58 is giving you a fair deal or asking too much, the next sections will walk through what the current price really implies. The stock has delivered returns of 1.8% over the last 7 days, 6.5% over 30 days, 3.2% year to date and 18.5% over 1 year, with longer term figures of 71.6% over 3 years and 157.1% over 5 years that may influence how investors think about upside and risk today. Recent coverage of W. R. Berkley has focused on its...
NasdaqGS:LLYV.K
NasdaqGS:LLYV.KConsumer Services

A Look At Liberty Live Holdings (NasdaqGS:LLYV.K) Valuation After Improved Full Year 2025 Earnings Results

Liberty Live Holdings (LLYV.K) is back in focus after reporting full year 2025 results, with sales and revenue of US$381.95 million and a net loss of US$86.97 million, compared with the prior year. See our latest analysis for Liberty Live Holdings. The earnings update appears to have reinforced buying interest, with Liberty Live Holdings posting a 30 day share price return of 14.32% and a 90 day share price return of 22.89%. The 1 year total shareholder return stands at 34.47%, suggesting...
OTCPK:FMBL
OTCPK:FMBLBanks

Is Farmers & Merchants Bank of Long Beach (OTCPK:FMBL) Trading Too Far Above Its Fundamentals?

If you are wondering whether Farmers & Merchants Bank of Long Beach is priced attractively at around US$8,435 per share, you are not alone. This article is built to help you frame that question clearly. The stock has been relatively steady in the short term, with a 0.2% 7 day decline and returns of 1.0% over 30 days, 1.9% year to date and 50.9% over the last year, plus 29.0% over 3 years and 24.3% over 5 years. Recent coverage of Farmers & Merchants Bank of Long Beach has focused on its...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

The Bull Case For Remitly Global (RELY) Could Change Following Profitability, 2026 Outlook And New AI-Focused CEO

Remitly Global has reported past fourth-quarter 2025 revenue of US$442.18 million and full-year revenue of US$1.64 billion, swung to profitability, issued positive 2026 guidance, and announced Sebastian J. Gunningham as its new CEO while co-founder Matt Oppenheimer remains Chairman. The combination of a return to net income, guidance for continued revenue growth, and leadership bringing deep payments and AI experience is reshaping how investors assess Remitly’s long-term role in digital...
NYSE:SYK
NYSE:SYKMedical Equipment

Is It Too Late To Consider Stryker (SYK) After Recent Share Price Strength?

If you are wondering whether Stryker's share price around US$386 still offers value, you are not alone; many investors are trying to work out what a fair price looks like today. Over shorter periods, the stock has seen returns of 3.6% over the last 7 days, 8.9% over the last 30 days and 10.9% year to date, while the 1 year return sits at 0.2% and the 3 and 5 year returns are 51.6% and 72.4% respectively. Recent news coverage around Stryker has mainly centered on its position as a large...
NYSE:ALSN
NYSE:ALSNMachinery

Allison Transmission Raises Dividend As Acquisition Reshapes Cash Return Potential

Allison Transmission Holdings (NYSE:ALSN) has approved a 7% increase to its quarterly dividend. The dividend change follows the completion of the Off Highway Drive & Motion Systems acquisition from Dana Incorporated. The acquisition expands Allison's product portfolio and global presence in drivetrain and propulsion systems. Allison Transmission Holdings, known for its fully automatic transmissions and propulsion solutions, is leaning further into its core strengths as it integrates the Off...
NYSE:F
NYSE:FAuto

Ford’s Massive Recall Puts Quality Risks And Valuation In Focus

Ford Motor announced recalls affecting more than 4.7 million vehicles in the U.S., including pickup trucks and SUVs. Over 4.3 million trucks and SUVs are being recalled for software issues linked to braking and trailer lighting systems. More than 400,000 Explorer SUVs are being recalled for suspension defects that could lead to loss of steering control. For investors watching NYSE:F, this is a large-scale safety event for a company that remains a major player in U.S. autos. Ford shares last...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Why Driven Brands (DRVN) Is Down 32.8% After Revealing Material Errors In Past Financials And Delays

Earlier this week, Driven Brands Holdings Inc. disclosed that it had identified material errors in its financial statements for fiscal years 2023 and 2024, along with multiple quarters in 2025, and therefore will not meet the SEC deadline for filing its latest Form 10-K. The announcement that past financial statements should not be relied upon, tied to issues in lease accounting, cash reconciliations, and expense classification, raises fresh questions about Driven Brands’ historical...
NYSE:RJF
NYSE:RJFCapital Markets

Assessing Raymond James Financial (RJF) Valuation After Recent Cooling In Short Term Share Momentum

Raymond James Financial overview Raymond James Financial (RJF) has recently been drawing attention after a mixed stretch in its share performance, with a modest gain over the past 3 months but a decline over the past month catching investor eyes. The company operates as a diversified financial services provider across private client, capital markets, asset management, and banking, with annual revenue of US$14.2b and net income of US$2.1b. See our latest analysis for Raymond James...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys (SNPS) Margin Compression In Q1 2026 Challenges High Growth Narratives

Synopsys (SNPS) has kicked off Q1 2026 with total revenue of US$2.4b and basic EPS of US$0.34, setting the stage against a trailing twelve month picture that includes US$8.0b in revenue and basic EPS of US$6.40. Over recent quarters, the company has reported revenue of US$1.46b in Q1 2025, US$1.60b in Q2, US$1.74b in Q3 and US$2.25b in Q4, while quarterly basic EPS over that period ranged from US$1.91 to US$2.42. With trailing net profit margins now at 13.8% and influenced by a large one off...