U.S. Insurance Stock News

NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

A Look At Plains All American Pipeline (PAA) Valuation After Turning Losses Into Profits Despite Lower Sales

Plains All American Pipeline (PAA) has just posted fourth quarter and full year 2025 results, with net income and earnings per share shifting from prior losses to profits despite lower reported sales. See our latest analysis for Plains All American Pipeline. The earnings swing has come alongside a solid run in the units, with a 20.53% 90 day share price return and a three year total shareholder return of about 2.5x, suggesting momentum has been building around Plains All American Pipeline. If...
NYSE:LHX
NYSE:LHXAerospace & Defense

The Bull Case For L3Harris Technologies (LHX) Could Change Following A New THAAD Propulsion Contract

L3Harris Technologies recently received a nearly US$400 million contract to supply additional solid rocket boost motors and Liquid Divert and Attitude Control Systems for the Missile Defense Agency’s THAAD missile defense system, which has a 100% success rate in 17 intercept tests since production began. This award deepens L3Harris’s role in a key U.S. and allied missile defense program, adding to its long-term backlog and highlighting demand for its propulsion technology. We’ll now examine...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

How Investors Are Reacting To Starbucks (SBUX) Early Progress In Its Back To Starbucks Turnaround Plan

In recent months, Starbucks has reported that its "Back to Starbucks" turnaround plan is gaining traction, with higher transactions and average ticket sizes contributing to a 4% year-over-year increase in global comparable store sales, supported by marketing efforts, menu innovation, and store remodels. At the same time, rising coffee costs and pressure on baristas to deliver a richer café experience highlight how Starbucks’ turnaround depends not just on pricing and promotions, but on...
NYSE:WLY
NYSE:WLYMedia

A Look At John Wiley & Sons (WLY) Valuation After Advanced Portfolio Expansion News

John Wiley & Sons (WLY) has drawn fresh investor attention after announcing a major expansion of its Advanced Portfolio, adding eight new journals in life, health, and social sciences by the end of 2026. See our latest analysis for John Wiley & Sons. Even with the Advanced Portfolio expansion and new AI focused and oncology titles coming online, John Wiley & Sons’ 1 year total shareholder return of 23.5% decline and 5 year total shareholder return of 35.61% decline indicate pressure on longer...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Too Late To Consider Luckin Coffee (OTCPK:LKNC.Y) After Strong Multi Year Share Gains

Investors may be wondering whether Luckin Coffee is still attractively priced after its period as a high growth name, or whether the easier gains have already been realized. The stock last closed at US$37.96, with returns of 2.3% over the past week, 11.8% over 30 days, 7.2% year to date and 22.9% over the past year. It has also delivered a very large 5-year return, indicating that the share price has moved a long way since listing. Recent coverage of Luckin Coffee has focused on its position...
NasdaqGS:MQ
NasdaqGS:MQDiversified Financial

Does JPMorgan’s New Coverage of Marqeta (MQ) Reframe Its Standing in Fintech Payments?

In recent days, JPMorgan initiated and updated its research coverage on Marqeta, adding to a stream of mixed opinions from other analysts and leaving the stock with a consensus “Hold” rating across brokerage firms. This fresh attention from a major global bank increases Marqeta’s visibility and may influence how investors perceive its position within the fintech payments space. We’ll now explore how JPMorgan’s coverage and the broader analyst engagement could shape Marqeta’s existing...
NYSE:PDM
NYSE:PDMOffice REITs

Piedmont Realty Trust (PDM) Is Down 6.4% After Wider Losses Despite Flat 2025 Revenue - What's Changed

Piedmont Realty Trust recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$142.85 million and a quarterly net loss of US$43.25 million, while full-year revenue reached US$564.99 million alongside a full-year net loss of US$83.62 million. The results show sales and revenue holding roughly flat year over year, but losses per share from continuing operations widened for both the quarter and the full year, highlighting ongoing profitability pressure...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

Is It Too Late To Consider VSE (VSEC) After A 115% One-Year Rally?

How Has VSE's Share Price Been Moving? Before you think about whether VSE fits in your portfolio, it helps to ask a simple question: are you paying up for a story or paying a fair price for the cash flows behind the ticker? Over the short term, VSE's share price shows mixed moves, with a 1.0% return over the last 7 days and a 0.4% decline over the past month. The longer backdrop includes a 17.7% year to date return and a 115.4% return over the last year, as well as a very large gain over 5...
NYSE:RKT
NYSE:RKTDiversified Financial

Hedge Funds Back Rocket Companies After Mr. Cooper Servicing Deal

ValueAct Capital, Third Point, and Omega Advisors have built significant positions in Rocket Companies (NYSE:RKT). The buying activity aligns with Rocket Companies closing its acquisition of Mr. Cooper Group. The combined business is positioned as the largest mortgage servicer in the U.S. following the deal. For you as an investor, the headline is the alignment of several well known hedge funds with a company that just completed a transformative acquisition. Rocket Companies, now trading...
NasdaqGS:KHC
NasdaqGS:KHCFood

How Kraft Heinz’s Split Pause, Big Loss and Brand Reinvestments Could Impact Kraft Heinz (KHC) Investors

The Kraft Heinz Company recently reported fourth-quarter and full-year 2025 results showing lower sales and a very large swing to a US$5.85 billion net loss, while also declaring a regular US$0.40 per-share quarterly dividend payable on March 27, 2026. Alongside these results, Kraft Heinz paused its planned split, committed around US$600 million to brand reinvestment, and reshaped leadership and capital allocation, including completing a US$1.51 billion buyback and appointing Nicolas Amaya...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Is Victoria's Secret (VSCO) Still Attractive After A 93% One Year Share Price Surge?

If you are wondering whether Victoria's Secret shares still offer value after their recent run, this article will walk through what the current price could imply about the business. The stock recently closed at US$60.36, with returns of 1.9% over the last 7 days, 0.8% over the last 30 days, 13.1% year to date, and 93.2% over the past year. These figures will frame how we think about risk and potential upside. Recent news coverage has focused on the company as a stand alone lingerie and...
NYSE:PH
NYSE:PHMachinery

A Look At Parker-Hannifin (PH) Valuation After Record Q2 Earnings Beat And Raised Guidance

Parker-Hannifin (PH) is back in focus after reporting record second quarter earnings and sales that topped analyst expectations, prompting higher full year guidance tied to aerospace strength and improving industrial demand. See our latest analysis for Parker-Hannifin. The recent earnings beat and higher guidance come on top of steady momentum, with a 30 day share price return of 6.95% and a 90 day share price return of 23.06%, while the 1 year total shareholder return of 46.56% and 5 year...
NYSE:DTE
NYSE:DTEIntegrated Utilities

DTE Energy (DTE) Margin Compression Tests Long Term Earnings Resilience Narrative

DTE Energy FY 2025 Earnings Snapshot DTE Energy (DTE) has wrapped up FY 2025 with fourth quarter revenue of US$4.4 billion and basic EPS of US$1.80, setting the tone for how investors assess the full year. The company has seen quarterly revenue range from US$3.4 billion to US$4.4 billion over 2025, while basic EPS moved between US$1.10 and US$2.14. This gives a clear view of how the top line and per share earnings have tracked across the year. With a trailing net profit margin of 9.2% versus...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Is It Too Late To Consider Diodes (DIOD) After Recent Semiconductor Sector Rebound?

If you are wondering whether Diodes at around US$67.54 is a bargain or already fully priced, you are in the right place for a closer look at what the current share price might imply. The stock has seen sharp moves recently, with returns of 9.5% over the last 7 days, 18.7% over 30 days, 31.3% year to date and 22.5% over the last year, compared with longer term returns of a 23.9% decline over 3 years and a 15.4% decline over 5 years. Recent news coverage has focused on Diodes as part of...
NYSE:BSM
NYSE:BSMOil and Gas

Is Black Stone Minerals (BSM) Offering Value After Strong Multi‑Year Price Gains

If you are looking at Black Stone Minerals and wondering whether the current price offers solid value, this article will walk you through what the numbers are really saying. The stock last closed at US$15.25, with returns of 0.7% over 7 days, 8.2% over 30 days, 12.9% year to date, 12.0% over 1 year, 34.1% over 3 years and a very large gain over 5 years of 169.4%. Recent price moves sit against a backdrop of ongoing investor interest in energy royalty and mineral rights businesses. In these...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

IRADIMED Dividend Launch Tests Strength Of 2025 Earnings Performance

IRADIMED (NasdaqGM: IRMD) declared a regular quarterly cash dividend. The company reported earnings results for the fourth quarter of 2025. IRADIMED also released its financial results for the full year 2025. IRADIMED, trading at $100.625, has seen its share price climb 79.4% over the past year and 378.2% over the past five years. This performance puts recent results and the new dividend in sharp focus for existing and prospective shareholders. The stock is also up 5.4% year to date, even...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is Upwork (UPWK) Offering An Opportunity After Recent Share Price Slump

Wondering if Upwork at around US$12.76 is a bargain or a value trap? This article walks through what the current price might be implying about the business. The stock has seen sharp moves recently, with a 12% decline over the last week, a 35.8% decline over the last month, and a 35.7% decline year to date, while the 3 year return sits at 8% and the 5 year return at a 76.1% decline. Recent headlines have focused on Upwork as a key listed platform in the online freelance and remote work space,...
NYSE:WGO
NYSE:WGOAuto

Is It Too Late To Consider Winnebago Industries (WGO) After Its Recent Share Price Gains

Wondering if Winnebago Industries is a bargain at its current share price or if the stock already reflects its prospects? This article breaks down what the numbers actually say about value. The stock last closed at US$46.65, with a year to date return of 14.2% and a 1 year gain of 9.0%, after 30 day and 7 day returns of 2.4% and 1.2% declines respectively, so recent trading has been mixed. Recent headlines around Winnebago have focused on broad themes like consumer demand for outdoor...
NYSE:AMC
NYSE:AMCEntertainment

A Look At AMC Entertainment’s (AMC) Valuation After New Shelf Registration And US$150 Million Equity Offering

AMC Entertainment Holdings (AMC) has filed an omnibus shelf registration that covers a wide range of securities, along with a separate at the market follow on offering of up to US$150 million in common stock. See our latest analysis for AMC Entertainment Holdings. These capital raising plans land after a tough stretch for shareholders, with AMC’s latest share price at US$1.25, a 30 day share price return of 22.36% decline and a 1 year total shareholder return of 66.22% loss. This suggests...
NYSE:CAG
NYSE:CAGFood

Is Conagra Brands (CAG) Offering Value After Recent Share Price Rebound?

If you are wondering whether Conagra Brands at around US$18.89 is a bargain or a value trap today, this article will help you assess what the current share price really reflects. The stock has recently shown mixed returns, with an 11.4% gain over 30 days and 9.2% year to date, set against a 15.0% decline over 1 year and a 38.7% decline over 3 years. Recent coverage has focused on how Conagra Brands fits into the packaged foods sector, including commentary on its brand portfolio and cost...
NYSE:HUM
NYSE:HUMHealthcare

Humana Expands Florida Primary Care Reach As Shares Trade Below Targets

Humana’s CenterWell has acquired MaxHealth, a primary care provider in Florida. The deal significantly broadens CenterWell’s primary care presence across the state. The acquisition supports Humana’s value based care model for Medicare and other patients. For investors watching NYSE:HUM, this move comes with the stock trading around $184.99 and showing mixed recent performance. Shares are up 2.0% over the past week but have seen declines of 32.3% over 30 days and 30.1% year to date. Over...
NYSE:ORCL
NYSE:ORCLSoftware

How New Government Cloud Wins and AI Lawsuits Will Impact Oracle (ORCL) Investors

In recent days, Oracle has secured new public-sector and healthcare cloud deals, expanded its AI-driven software and clinical tools, and won an US$88 million United States Department of the Air Force cloud contract, even as it faces multiple securities fraud class action lawsuits over its AI infrastructure spending disclosures. These developments highlight a sharp contrast between Oracle’s expanding role in mission-critical AI and cloud workloads and growing investor unease about its heavy...
NYSE:VLO
NYSE:VLOOil and Gas

A Look At Valero Energy (VLO) Valuation As Venezuelan Crude Access Reshapes Its Refining Opportunity

Valero Energy (VLO) is back in focus after securing discounted Venezuelan crude, as U.S. policy shifts and sanctions ease. This development gives the refiner access to lower cost supply and supports recent margin strength. See our latest analysis for Valero Energy. Over the past year, Valero Energy’s share price return has been supported by strong refining margins and discounted Venezuelan crude, with a 30 day share price return of 7.57% and a 1 year total shareholder return of 47.0%,...
NYSE:COF
NYSE:COFConsumer Finance

Capital One Financial (COF) Valuation Check After Recent Share Price Pullback

What Capital One Financial (COF) investors are watching now Capital One Financial (COF) has been trading under pressure recently, with the stock down about 13% over the past month and modestly positive over the past 3 months, which has drawn fresh attention to its valuation. See our latest analysis for Capital One Financial. Despite the recent 13.6% 30 day share price decline and a 6% drop over the past week, Capital One Financial’s 1 year total shareholder return of 2.9% and very large 3...