U.S. Insurance Stock News

NRG Energy has outlined a planned leadership transition in which long-time executive Robert J. Gaudette became President on January 7, 2026 and is set to assume the CEO role on April 30, 2026, while current Chair and CEO Lawrence Coben will shift to an advisory position for the remainder of the year. The succession plan also reshapes board leadership, with Lead Independent Director Antonio Carrillo scheduled to become Chair on April 30, 2026, signaling a broader governance reset alongside...

Framing DoorDash after recent performance DoorDash (DASH) is back on many investors’ screens after a stretch that includes a 12.2% decline over the past month and an 18.5% drop over the past 3 months, despite a 3 year total return that is a little over 2.4x. See our latest analysis for DoorDash. At a share price of US$205.67, DoorDash has recently seen weaker momentum, with a 30 day share price return of a 12.2% decline and a 90 day share price return of an 18.5% decline. However, its 1 year...

Joby Aviation integrated Uber's acquired Blade helicopter and seaplane services into the Uber app, expanding air mobility options for riders. The integration follows Joby's purchase of Blade's passenger operations and connects existing air services with Uber's ground network. This move is intended to build familiarity with app based air travel ahead of Joby's planned electric air taxi offering. For investors tracking Joby Aviation (NYSE:JOBY), the Uber integration adds an operational layer...

Sandisk, now trading as NasdaqGS:SNDK, has emerged as one of the top-performing S&P 500 stocks following its early 2025 spin off from Western Digital. The company is benefiting from a flash memory shortage that is closely tied to strong demand from artificial intelligence infrastructure. Sandisk recently resolved a major patent dispute with IPValue Management through a license agreement, reducing ongoing legal uncertainty. Sandisk focuses on flash memory products that sit at the heart of...

Old National Bancorp recently reported that it will release its latest earnings results on a Wednesday before the market opens, following a prior quarter in which it exceeded analyst revenue expectations and delivered net interest income broadly in line with estimates. Analysts currently expect the Midwestern regional bank’s revenue to grow at a pace well above last year’s increase, putting particular focus on whether its reported results can sustain the stronger top-line momentum implied by...

In recent coverage, Powell Industries reported robust fundamental performance, with annual revenue rising about 25.7% over two years and earnings per share climbing at an even faster pace. An especially interesting development is the sharp improvement in free cash flow margins, giving the company greater flexibility to fund growth initiatives or return capital to shareholders. Next, we’ll explore how this stronger free cash flow profile influences Powell Industries’ investment narrative and...

Ross Stores (NasdaqGS:ROST) is reporting strong same store sales growth, reflecting solid demand for its off price offering. The company has completed a CEO transition while maintaining operational momentum. Management is continuing with an aggressive store expansion program across its footprint. Ross Stores, trading at $189.69, has seen its shares rise 28.8% over the past year and 79.6% over the past five years. Over the past three years, the stock is up 66.5%, while year to date it is up...

Why Archrock is on investors’ radar today Archrock (AROC) has drawn fresh interest after recent share price moves, with the stock showing positive returns over the past week, month, and past 3 months, prompting closer attention to its fundamentals. See our latest analysis for Archrock. At a share price of $26.93, Archrock’s recent momentum, including a 6.7% 90 day share price return, sits alongside a 1 year total shareholder return decline of 8.3% but very strong 3 and 5 year total...

Fifth Third Bancorp (FITB) has caught investors’ attention after reporting fourth quarter 2025 results, with higher net income of US$731 million and net interest income of US$1,529 million, alongside lower net charge offs. See our latest analysis for Fifth Third Bancorp. The earnings beat and lower net charge offs arrive alongside solid momentum in the shares. The 90 day share price return is 19.13%, the 1 year total shareholder return is 18.25%, and the 5 year total shareholder return is...

Texas Roadhouse (NasdaqGS:TXRH) is seeing improving gross margins, supported by stable customer traffic and favorable commodity dynamics. Recent cuts to tariffs on Brazilian beef are expected to ease input costs for the company. Consistent customer traffic and rising same-store sales continue to stand out against broader industry concerns about wage and commodity inflation. Texas Roadhouse, the casual dining steakhouse chain, sits at the center of several important shifts in the restaurant...

Kahn Swick & Foti, LLC recently continued its investigation into United Natural Foods after a court allowed a securities class action lawsuit, tied to earlier disclosures of profit and net income declines, to move forward. This procedural step keeps legal and fiduciary conduct questions around United Natural Foods’ leadership in focus, adding complexity to the company’s risk profile. Against this backdrop, we’ll examine how the ongoing securities class action and related fiduciary concerns...

How Ollie's Bargain Outlet Holdings (OLLI) has been trading recently With no single headline event driving attention today, Ollie's Bargain Outlet Holdings (OLLI) has still seen some interesting recent moves, including a small gain over the past month alongside mixed short term returns. For context, the stock shows a 1 day return of about a 2.1% decline, a 7 day return of roughly a 3% decline, and a month gain of about 5.8%, while the past 3 months reflect around a 5.3% decline. See our...

If you are wondering whether O'Reilly Automotive's share price still stacks up to its fundamentals, this article will walk you through what the current market price could be implying about value. The stock has returned 0.6% over the last 7 days, 4.7% over the past month, 5.4% year to date and 15.1% over the last year, with a 3 year return of 78.8% and a 5 year return of 214.3% that many investors will be paying close attention to when thinking about upside and risk. Recent coverage around...

Recent concerns around Hamilton Insurance Group (HG) Recent commentary around Hamilton Insurance Group (HG) has focused on a projected 2% sales decline, reduced operational productivity, and a significant contraction in earnings per share, which together appear to be weighing on investor sentiment. See our latest analysis for Hamilton Insurance Group. Hamilton Insurance Group’s recent share price moves tell a mixed story, with a 10.29% 90 day share price return and 36.20% 1 year total...

MSCI (NYSE:MSCI) is weighing significant changes to its index methodology, including a tighter definition of free float that could affect Indonesian equities. The potential adjustment may lead to shifts in index weightings and sizeable forced trades by passive funds that track MSCI benchmarks. This prospective policy move has important implications for both local Indonesian companies and global investors with index-linked exposure. MSCI, a major provider of global equity indices and...

If you are wondering whether Reinsurance Group of America (RGA) is priced attractively right now, the key question is how its current share price compares with its underlying value. The stock last closed at US$194.33, with a 1.8% decline over the past week, a 5.5% decline over the past month, a 4.5% decline year to date, and a 42.1% return over three years and 100.3% over five years. Recent price moves come against a backdrop of ongoing sector-wide focus on life and health reinsurance, where...

Why HubSpot is on investors’ radar now HubSpot (HUBS) has been under pressure, with the share price showing negative returns over the past day, week, month and past 3 months, which is prompting some investors to reassess the stock. At a last close of US$304.79, HubSpot sits against a backdrop of mixed fundamental signals, including positive annual revenue and net income growth, alongside a reported net loss in absolute dollar terms. See our latest analysis for HubSpot. The recent 1 day share...

Mastercard stock at a glance after recent share performance Mastercard (MA) has seen its share price come under pressure recently, with a 1 day return of around a 1.4% decline and negative moves over the past week, month, and past 3 months catching investor attention. See our latest analysis for Mastercard. At a share price of US$531.74, Mastercard’s recent 30 day share price return of a 7.08% decline and year to date share price return of a 5.57% decline sit alongside a 1 year total...

Why JPMorgan Chase (JPM) is on investors’ radar today JPMorgan Chase (JPM) is drawing attention after its recent share performance, with the stock showing a 3.1% decline over the past week and a 4.6% decline over the past month. In this context, investors are weighing the bank’s current US$302.74 share price, recent total returns, and the latest reported figures for revenue, net income, and valuation signals. See our latest analysis for JPMorgan Chase. The recent 1 month share price...

Riot Platforms (NasdaqCM:RIOT) has acquired 200 acres of land at its Rockdale, Texas site. The company has signed a 10 year data center lease with AMD, reportedly tied to potential revenues nearing US$1b over the life of the deal. The agreement positions AMD as the first major hyperscale tenant for Riot's data center platform. The move marks a shift in focus from solely bitcoin mining to data center services for AI and high performance computing clients. Riot Platforms has been known...

Event driven setup for Kodiak Sciences Kodiak Sciences (KOD) has just finished enrolling patients in its Phase 3 diabetic retinopathy trial, with topline data expected in Q1 2026 and additional wet AMD results targeted for Q2 2026. Those timelines, together with a recent capital raise to support operations through these readouts, are now central to how investors are evaluating Kodiak’s risk profile and potential reward. See our latest analysis for Kodiak Sciences. After a sharp run over the...

Okta has launched India based platform tenants, allowing customers to keep identity data within the country. The rollout targets highly regulated sectors such as banking and healthcare that are looking to adopt AI securely. The move is designed to support local data residency, compliance needs, and stronger disaster recovery for Indian enterprises. Okta, traded as NasdaqGS:OKTA, is taking a clearer position in India with this local tenant rollout, which ties directly to how banks,...

Dutch Bros recently reported an exceptional quarter, with revenue and same-store sales growth beating analyst estimates while it accelerated store openings and integrated its first acquisition, Clutch Coffee Bar, into its fast-growing drive-thru network. This performance reinforced Dutch Bros’ position as one of the fastest-growing traditional fast food players, even as investors weigh its elevated valuation and margin pressures from higher coffee costs. With this backdrop of rapid expansion...

If you are wondering whether Medtronic is fairly priced or offering value right now, you are not alone, especially with healthcare stocks back on many watchlists. Medtronic shares recently closed at US$98.60, with returns of 2.3% over the last 7 days, 0.0% over the last 30 days, 2.7% year to date, 15.1% over 1 year, 34.6% over 3 years and a 1.9% decline over 5 years, which gives a mixed picture of recent and longer term performance. Recent news around Medtronic has focused on its position as...