U.S. Insurance Stock News

Kennametal Inc. recently reported its full-year results for the period ended June 30, 2025, showing a decline in both sales and net income compared to the previous year, and also issued sales guidance for the first quarter and full fiscal year of 2026. An important development is the company's completion of its previously announced share buyback program, repurchasing nearly 2.5 million shares for a total of US$59.93 million. We'll explore how management's cautious sales outlook for the...

Helmerich & Payne recently reported third quarter results for the period ended June 30, 2025, showing revenue of US$1.04 billion but recording a net loss of US$162.76 million, largely influenced by a US$173.26 million goodwill impairment charge. Despite the company delivering higher revenues compared to the previous year, the shift from profit to loss highlights the material impact of non-cash impairments and ongoing industry headwinds. We'll assess how the sizeable goodwill impairment...

Frontier Group Holdings recently announced its second quarter 2025 earnings, reporting revenue of US$929 million and a net loss of US$70 million, compared to a net income of US$31 million in the same period last year. This marks a significant reversal from last year’s profitability, highlighting a challenging period marked by declining revenue and a shift to negative earnings. To assess how a swing from profit to loss impacts Frontier’s investment outlook, we’ll review implications for its...

Exelon Corporation recently reported its second-quarter 2025 results, revealing revenue of US$5.43 billion and net income of US$391 million, with earnings per share from continuing operations at US$0.39. A noteworthy aspect is that Exelon reaffirmed its multi-year guidance, maintaining its target for 5% to 7% compounded annual growth in operating earnings per share through 2028. Given the company's reaffirmed multi-year earnings growth targets in the latest update, we'll examine the...

Ligand Pharmaceuticals reported second quarter 2025 results with revenue of US$47.63 million and net income of US$4.85 million, reversing a net loss in the prior year, and also raised its full-year revenue guidance to US$200 million–US$225 million. These results reflect a return to profitability for the quarter and an improved outlook, potentially highlighting the strength of Ligand's core royalty-focused business model. We’ll consider how the company's raised 2025 guidance, following...

Exact Sciences Corp. recently announced an expanded partnership with Humana Inc. to enhance access to its Cologuard Plus™ colorectal cancer screening test for eligible Medicare Advantage members nationwide, with the service becoming available as an in-network option in August 2025. This collaboration positions Humana to offer advanced, guideline-supported, noninvasive cancer screening to its large Medicare Advantage member base through a test expected to significantly lower false positives...

Immunocore Holdings plc reported its second quarter 2025 results, showing revenue of US$97.96 million (up from US$75.4 million a year ago) and a reduced net loss of US$10.3 million compared to US$11.62 million previously, with basic loss per share improving to US$0.20. The earnings release also highlighted significant first-half improvements, with net loss lower at US$5.28 million and basic loss per share decreasing to US$0.11, suggesting operational progress amid continued revenue...

TransDigm Group announced a series of updates, including the appointment of Patrick J. Murphy as Co-Chief Operating Officer, the completion of another share repurchase tranche totaling US$131 million, and reporting third-quarter results that showed year-over-year increases in sales, net income, and EPS, along with raised full-year 2025 guidance. These developments highlight both management’s confidence in ongoing business performance and the company’s continued focus on operational...

Marcus & Millichap, Inc. reported second quarter 2025 earnings showing revenue of US$172.28 million alongside an increased net loss of US$11.04 million, while management reiterated an active search for acquisitions and announced the completion of its multi-year buyback program and a regular semi-annual dividend of US$0.25 per share. Leadership highlighted ongoing discussions with boutique firms and potential team integrations, signaling the company's intent to expand into new business areas...

ExxonMobil recently started production at Yellowtail, its fourth major oil project in Guyana’s offshore Stabroek block, adding the ONE GUYANA FPSO vessel with initial output of 250,000 barrels per day and expanding total installed capacity in the region to above 900,000 barrels daily. This milestone highlights ExxonMobil’s rapid execution of complex offshore developments, supporting its position as a leading operator in deepwater oil production and signaling ongoing expansion in Guyana...

XPEL, Inc. recently announced its second quarter 2025 results, reporting US$124.71 million in revenue and US$16.29 million in net income, along with third quarter revenue guidance of US$117–119 million. Net income and earnings per share both grew compared to the prior year, reflecting ongoing business momentum and operational improvements. Let's examine how the latest revenue growth and new third quarter guidance might influence XPEL's long-term investment outlook. Rare earth metals are an...

Kohl’s Corporation’s Board of Directors recently declared a regular quarterly dividend of US$0.125 per share, payable on September 24, 2025, to shareholders of record as of September 10, 2025. An influx of retail investor activity and speculative trading amid a broader meme stock rally, rather than company fundamentals, appears to have driven recent excitement around Kohl’s. We’ll explore how retail trader momentum and surging meme stock interest may influence Kohl’s longer-term investment...

Perimeter Solutions recently reported its second quarter 2025 earnings, showing sales rising to US$162.64 million from US$127.28 million a year prior, while recording a net loss of US$32.16 million for the period. Alongside these results, the company expanded its share repurchase authorization by US$100 million and revealed that it has now bought back over 25 million shares since 2021. We’ll examine how the expanded buyback program and recent earnings shift the investment narrative for...

Federal Realty Investment Trust recently reported strong second quarter results, with revenue rising to US$311.52 million and net income reaching US$155.92 million, while also announcing an increase in its regular quarterly dividend and raising full-year earnings guidance. This combination of robust financial performance and improved shareholder payout highlights management’s confidence and responsiveness to evolving market trends in the retail REIT sector. We’ll now explore how the...

Otter Tail Corporation recently reported its second-quarter and six-month 2025 earnings, with sales and net income showing year-over-year changes and the company affirming a quarterly dividend of US$0.525 per share. Alongside these results, Otter Tail raised its full-year diluted earnings per share guidance for 2025, signaling management's increased confidence in the company’s operating outlook. We’ll explore how Otter Tail’s improved earnings guidance for 2025 could influence its investment...

In August 2025, SoundHound AI reported very large year-over-year revenue growth and a swing to net income for the first half, raised its full-year revenue guidance, and launched new AI-powered products including Vision AI and the rollout of its automotive voice assistant to vehicles from major global brands. This combination of financial performance and ongoing innovation highlights SoundHound's advancement in enterprise AI, particularly as its new Vision AI platform integrates both visual...

On August 11, 2025, Pathward Financial, Inc. announced it would be unable to file its next 10-Q on time, as required by the SEC, following an earlier appointment of Charles Ingram as Executive Vice President and Chief Information and Operations Officer. This filing delay highlights ongoing internal complexities at Pathward Financial, drawing particular attention to transparency and financial reporting clarity at a critical time of leadership change. With the filing delay raising questions...

Apple announced a new US$100 billion acceleration of its U.S. investments, including the American Manufacturing Program to boost domestic supply chain and production capacity, an expanded partnership with Corning for all iPhone and Apple Watch cover glass in Kentucky, and a deeper semiconductor collaboration with GlobalFoundries focused on AI-enabling technologies. This sweeping set of initiatives marks the first time all iPhone and Apple Watch cover glass will be made in the U.S.,...

Century Communities, Inc. recently expanded its Century Complete brand into Nevada and Georgia, launching new single-family home communities in Pahrump and Macon that feature modern amenities, open layouts, and prices starting from the low US$200,000s to low US$260,000s. This marks the brand's debut in Nevada and a broader footprint in affordable housing, reflecting Century Communities' continued growth efforts amid evolving market conditions. We'll explore how Century Complete's market...

OneLayer and Check Point Software Technologies recently announced an integration that enhances context-based security and automated policy management for private cellular and operational technology environments. This collaboration addresses key security challenges enterprises face as they scale connected device use in complex, mixed IT and OT networks. We'll now explore how the integration's context-aware segmentation capabilities might influence Check Point's overall investment...

Astera Labs reported its second quarter 2025 earnings, revealing sales of US$191.93 million and net income of US$51.22 million, both of which marked a substantial improvement from last year’s results. The company not only delivered strong quarterly results but also issued an upbeat outlook for the third quarter, projecting continued growth in revenue and profitability. We’ll explore how Astera Labs’ leap to profitability, driven by robust year-over-year sales growth, could influence its...

TransAct Technologies recently announced it acquired a perpetual, royalty-free license to the BOHA! software source code from Avery Dennison for US$2.55 million, plus US$1.0 million in professional services for transition support. This agreement gives TransAct full rights to use, modify, sublicense, and distribute the technology, highlighting Avery Dennison's evolving approach to software and technology partnerships. We'll explore how Avery Dennison’s decision to license out core BOHA!...

Janus Henderson Group reported earnings for the second quarter and first half of 2025, showing higher revenue and net income year-on-year, while affirming its US$0.40 per share dividend and updating on sizeable share repurchases completed this year. This combination of rising profits, ongoing share buybacks, and continued dividend payments highlights the company's efforts to reward shareholders and signals management's confidence in the business outlook. We'll look at how Janus Henderson...

Vital Farms, Inc. recently announced its earnings for the second quarter and first half of 2025, highlighting a year-over-year quarterly sales increase to US$184.77 million and an updated full-year revenue outlook now at no less than US$770 million. While quarterly sales grew substantially compared to the prior year, net income and basic earnings per share remained largely flat, spotlighting differing trends between top-line growth and bottom-line results. We'll examine how the upgraded...