U.S. Insurance Stock News

NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Starboard Targets Tripadvisor Board As Activism Meets AI And Experiences Story

Starboard Value has launched an activist campaign targeting Tripadvisor's board, seeking to replace a majority of directors. The investor is urging Tripadvisor to consider options to maximize shareholder value, including a possible sale of the company. Starboard has criticized Tripadvisor's strategic direction, use of Generative AI, and past decisions it views as unfavorable to shareholders. For anyone tracking NasdaqGS:TRIP, this campaign comes after a challenging stretch for the stock...
NYSE:BHC
NYSE:BHCPharmaceuticals

A Look At Bausch Health Companies (BHC) Valuation After Mixed Quarterly Results And China Expansion

Bausch Health Companies (NYSE:BHC) is back in focus after reporting its eleventh consecutive quarter of revenue and adjusted EBITDA growth, while posting a quarterly net loss and missing earnings expectations. See our latest analysis for Bausch Health Companies. Despite the recent earnings miss and quarterly net loss, investors have reacted with a 1-day share price return of 3.34% to US$6.19. However, the 30-day share price return of 11.32% and year-to-date share price return of 14.15%...
NYSE:ED
NYSE:EDIntegrated Utilities

The Bull Case For Consolidated Edison (ED) Could Change Following Its 52-Year Dividend Hike Streak

Consolidated Edison recently declared a higher quarterly dividend, extending its streak of annual increases to 52 years and reaffirming its status as a Dividend King, alongside preparing to report fourth-quarter and full-year results. This combination of a long-running commitment to growing shareholder payouts and upcoming earnings has sharpened attention on how the utility balances income stability with future investment needs. Next, we will explore how Consolidated Edison’s 52-year...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

IDEAYA Biosciences (IDYA) Q4 Loss Of US$83.3 Million Tests Bullish Growth Narrative

IDEAYA Biosciences (IDYA) has wrapped up FY 2025 with Q4 revenue of US$10.9 million, a basic EPS loss of US$0.94, and net income excluding extra items at a loss of US$83.3 million. Trailing twelve month figures show revenue of US$218.7 million and a basic EPS loss of US$1.28. Over recent quarters, the company’s revenue moved from US$7.0 million in Q4 2024 to US$207.8 million in Q3 2025 before landing at US$10.9 million in Q4 2025. Basic EPS ranged from a loss of US$1.49 in Q4 2024 to a profit...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Adds Maritime Tech Voice As Debt And Valuation Scrutinized

Royal Caribbean Cruises Ltd. (NYSE:RCL) has appointed Christopher J. Wiernicki to its Board of Directors. Wiernicki brings extensive experience in marine engineering, digitalization, and safety to the company. The appointment is positioned to support Royal Caribbean's ongoing work on operational discipline and clean energy transition. Royal Caribbean, one of the major players in global cruising, sits at the intersection of travel, marine engineering, and large scale hospitality. As the...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

A Look At Allegro MicroSystems (ALGM) Valuation After Upgrade, New Sensor Launch And Earnings Beat

Morgan Stanley’s recent upgrade of Allegro MicroSystems (ALGM), paired with earnings that topped expectations, has focused attention on how the new ACS37017 current sensor and leadership changes could shape the stock’s risk reward profile. See our latest analysis for Allegro MicroSystems. The recent 1 day share price decline of 7.44% and 7 day share price return of negative 9.86% sit against a stronger backdrop, with a 90 day share price return of 69.25% and 1 year total shareholder return of...
NYSE:PEG
NYSE:PEGIntegrated Utilities

What Public Service Enterprise Group (PEG)'s US$4.58 Billion Secured Debt Funding Plan Means For Shareholders

Public Service Enterprise Group recently filed to issue US$4.58 billion in secured medium-term notes to help fund its US$22.50–US$26.00 billion five-year capital investment program, while reporting a 26% year-over-year increase in Q3 2025 non-GAAP operating earnings driven by higher distribution rates and regulated capital spending. The company also reaffirmed its 2029 earnings growth targets and emphasized funding its investment plan without new equity issuance or asset sales, highlighting...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Eve Holding (EVEX) Valuation After New AirX Asia Pacific eVTOL Order And Investor Day Update

Investor day spotlight and new Asia Pacific order Eve Holding (EVEX) recently held an Analyst and Investor Day and highlighted a second binding order from Japan based AirX for up to 50 eVTOL aircraft, its first commercial commitment in the Asia Pacific region. The AirX deal, with initial deliveries planned for 2029 and intended for urban routes in Tokyo and Osaka, offers investors a clearer view of how Eve’s zero emission, low noise aircraft might be used in real world operations. See our...
NYSE:SUN
NYSE:SUNOil and Gas

Assessing Sunoco (SUN) Valuation After Recent Momentum And Acquisition-Driven Growth Narrative

With no single headline event driving attention today, Sunoco (SUN) is on investors’ radar as they assess its recent share price gains and how its fuel distribution and infrastructure business supports those returns. See our latest analysis for Sunoco. The recent 1 month share price return of 6.49% and 90 day share price return of 12.45% sit alongside a 5 year total shareholder return of 175.25%. This points to momentum that has built over several years rather than just a short term...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Margin Expansion To 12.7% Tests Slowing Growth Concerns

Itron (ITRI) closed out FY 2025 with Q4 revenue of US$571.7 million and basic EPS of US$2.25, set against trailing twelve month revenue of about US$2.4 billion and EPS of US$6.62 that followed 25.9% earnings growth over the last year. Over recent periods the company has seen quarterly revenue move between US$571.7 million and US$607.2 million with EPS ranging from US$1.43 to US$2.25, while the trailing twelve month net profit margin held at 12.7% versus 9.8% the prior year. This gives this...
NYSE:MED
NYSE:MEDPersonal Products

Medifast (MED) Q4 Loss Deepens Bearish Narratives On Earnings Sustainability

Medifast (MED) closed out FY 2025 with Q4 revenue of US$75.1 million and a basic EPS loss of US$1.65, alongside a trailing twelve month EPS loss of US$1.70 on revenue of US$385.8 million. Over the last six reported quarters, revenue has moved from US$140.2 million in Q3 2024 to US$75.1 million in Q4 2025, while quarterly EPS has ranged from a profit of US$0.23 in Q2 2025 to a loss of US$1.65 in Q4 2025. With the stock at US$10.71, the latest print keeps the focus firmly on pressure at the...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive (RSI) Profitability Shift Tests Bullish Earnings Narratives

Rush Street Interactive (RSI) closed FY 2025 with Q4 revenue of US$324.9 million and basic EPS of US$0.05, alongside net income of US$5.2 million, rounding out a year in which trailing twelve month revenue reached about US$1.1 billion and EPS came in at US$0.32. The company has seen quarterly revenue move from US$232.1 million in Q3 2024 to US$324.9 million in Q4 2025, while basic EPS shifted from US$0.01 to US$0.05 over the same stretch. This sets up a story that now hinges on how...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

The Bull Case For Churchill Downs (CHDN) Could Change Following HISA Fee Dispute And Betting Threat

Churchill Downs recently faced enforcement action from the Horseracing Integrity and Safety Authority over US$2,400,000 in unpaid fees for safety inspections and drug testing services, after more than a year of discussions and ongoing federal court challenges. The dispute raises the prospect that HISA could halt out-of-state betting at Churchill Downs and three affiliated tracks, introducing fresh operational and regulatory uncertainty for a business that remains heavily tied to horse...
NYSE:PHM
NYSE:PHMConsumer Durables

New PulteGroup Director Brings Capital Markets Focus To Premium Valuation Context

PulteGroup (NYSE:PHM) has appointed Kristin Gannon as a new independent director to its Board. Gannon brings extensive real estate investment banking and strategic advisory experience to the company. The appointment adds capital markets and transaction expertise to PulteGroup's existing leadership. PulteGroup, trading at $142.1, has experienced substantial longer term share price moves, including a 36.6% return over the past year and a 218.0% return over the past 5 years. Over shorter...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Pricing In Recent Safety Headlines At US$238 After 1-Year Rally

If you are wondering whether Boeing's current share price lines up with its underlying value, this article will walk through what the numbers actually say and how to read them. Over the short term, the stock has moved 1.1% over the last 7 days and shows a 3.5% decline over 30 days, while the year to date return is 4.9% and the 1 year return sits at 28.4%, with 3 year and 5 year returns of 16.1% and 4.2% respectively. Recent headlines for Boeing have focused on operational and safety issues...
NasdaqGS:MCW
NasdaqGS:MCWConsumer Services

Mister Car Wash (MCW) Earnings Growth And 8.8% Margin Test Bullish Expansion Narratives

Mister Car Wash (MCW) has rounded out its FY 2025 reporting with Q3 revenue of US$263.4 million and basic EPS of US$0.08, set against trailing twelve month revenue of US$1.0 billion and EPS of US$0.28 that reflect an earnings growth rate of 25.5% over the past year. The company has seen quarterly revenue move from US$251.2 million in Q4 2024 to US$265.4 million in Q2 2025 before landing at US$263.4 million in Q3 2025. Basic EPS shifted from US$0.03 in Q4 2024 to around US$0.08 in each of the...
NYSE:HL
NYSE:HLMetals and Mining

Hecla Refocuses On Silver As Casa Berardi Sale Resets Valuation Debate

Hecla Mining (NYSE:HL) has agreed to sell its Casa Berardi gold mine to concentrate on its core silver operations. The company reported record 2025 financial results, with revenue and net income at all time highs. Hecla nearly doubled its exploration and development budget, with a focus on growing silver output, particularly from projects in Nevada. For investors watching Hecla Mining at a share price of $22.02, this shift comes after substantial longer term share gains, including a 16.7%...
NasdaqGS:ITIC
NasdaqGS:ITICInsurance

Investors Title (ITIC) Margin Improvement Tests Long Term Earnings Decline Narrative

Investors Title (ITIC) just wrapped up FY 2025 with fourth quarter total revenue of US$69.5 million and basic EPS of US$3.98, alongside trailing 12 month EPS of US$19.10 on total revenue of US$273.9 million. The company has seen total revenue move from US$258.1 million and EPS of US$16.48 over the trailing 12 months to Q4 2024 to the latest trailing figures. Quarterly revenue has ranged between US$56.6 million and US$73.6 million and quarterly EPS between US$1.68 and US$6.51 across FY 2025,...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Is Kimberly Clark (KMB) Pricing Reflect Its Recent Share Performance And Cash Flow Outlook

If you are wondering whether Kimberly-Clark is attractively priced at its recent levels, looking at how its current share price lines up against different valuation measures can help frame that question clearly. The stock last closed at US$109.90, with returns of 2.1% over the past week, 10.7% over the past month and 8.4% year to date. The 1-year return sits at a 17.1% decline, and the 3- and 5-year returns are 4.2% and 0.9% respectively. Recent coverage has focused on Kimberly-Clark's...
NYSE:AA
NYSE:AAMetals and Mining

Alcoa’s Long Term WA Deal Recasts Environmental Risk And Growth Outlook

Alcoa and the Australian Federal Government have agreed to modernize environmental approvals for the company’s Western Australia mining operations. The package includes strategic environmental assessments through 2045, updated oversight of mining activities, and enforceable undertakings after unauthorized land clearing. Alcoa has committed significant funding to long term forest rehabilitation as part of the agreement. For investors watching NYSE:AA, this agreement sits alongside a share...
NYSE:WFC
NYSE:WFCBanks

Does Wells Fargo’s New Bond Deals And Preferred Payouts Shift Its Funding Story For WFC?

In February 2026, Wells Fargo announced and completed several fixed‑rate, callable senior unsecured note offerings maturing between 2029 and 2046, while also declaring quarterly cash dividends on six series of preferred stock payable in March to holders of record in late February. Together with a class‑action settlement over pandemic‑era credit reporting and higher CEO pay after regulators eased growth constraints, these moves highlight how Wells Fargo is simultaneously managing funding...
NasdaqGM:STHO
NasdaqGM:STHOReal Estate

Star Holdings (STHO) Swings To US$1.8 Million Profit Challenging Persistent Loss Narratives

Star Holdings (STHO) just posted its FY 2025 third quarter numbers with total revenue of US$28.1 million, Basic EPS of US$0.14 and net income of US$1.8 million, setting a very different tone from some of its recent results. The company has seen quarterly revenue move between US$24.6 million and US$42.1 million over the past six reported periods, while Basic EPS has shifted from a gain of US$6.90 to a loss of US$7.70. This latest print therefore fits into a volatile earnings track record that...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Does Neogen’s Food Safety Beat And Insider Buying Strengthen Its Long-Term Case For NEOG?

In the past few days, Neogen reported stronger-than-expected second-quarter fiscal 2026 results, with its Food Safety segment driving the outperformance, while CEO Nassif Mikheal disclosed purchasing 23 additional shares, bringing his indirect holding to 704 shares. This combination of operational strength in core food safety diagnostics and incremental insider accumulation offers investors fresh context on how management and the business are aligned. Next, we'll examine how this Food...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Ondas Weighs Landmark Security Contracts Against Rising JCapital Research Scrutiny

Ondas (NasdaqCM:ONDS) has secured multi year demining contracts along the Israel Syria border that are described as historic in scale for the region. The company is rolling out counter drone solutions with German State Police and entering the handheld C UAS market. These developments arrive as JCapital Research publishes a critical report questioning Ondas' business model and acquisition strategy. For investors tracking Ondas at a share price of $11.07, the stock has seen very large 1 year...