U.S. Insurance Stock News

In Q4 2025, Heartland Advisors highlighted Lamar Advertising Company (NASDAQ:LAMR) as a top contributor after a solid Q3 report, favorable outlook, and increased capital returns through share buybacks and a higher dividend. Investor attention has also focused on the potential for higher political advertising during the 2026 mid-term election cycle to support Lamar’s profits and cash flow. Next, we’ll explore how management’s use of share buybacks and a higher dividend may influence Lamar’s...

In advance of its upcoming quarterly report, Fulton Financial is now expected by Wall Street analysts to post earnings of $0.52 per share and revenue of $335 million, both higher than the same period a year ago. These projections, which also include slight shifts in efficiency ratio and net interest margin, are shaping investor expectations around how effectively Fulton is managing costs and its core banking profitability. We’ll now explore how the expectation of higher quarterly earnings...

Recent share performance at a glance Marriott International (MAR) has seen mixed share performance recently, with a 1 day return of about 1.9% and a small decline over the past week. However, the stock is higher over the past month and the past 3 months. See our latest analysis for Marriott International. At a share price of $325.79, Marriott’s recent 1 day and 90 day share price returns of 1.9% and 24.9% sit alongside a 1 year total shareholder return of 18.7% and a 5 year total shareholder...

Onto Innovation (ONTO) is back in focus after several brokers lifted their views, tying the story to stronger signals from major chipmakers, higher expected semiconductor capital spending, and AI related demand across wafer fab equipment. See our latest analysis for Onto Innovation. The recent 41.23% 1 month share price return and 62.56% 3 month share price return suggest momentum has picked up. At the same time, the 3 year total shareholder return of 194.51% and 5 year total shareholder...

NetScout Systems (NTCT) stock is in focus after the company received Frost & Sullivan's 2025 Global Company of the Year recognition in network monitoring, spotlighting its role in real-time visibility, performance assurance, and network intelligence. See our latest analysis for NetScout Systems. The Frost & Sullivan recognition lands at a time when the share price is US$27.95, with recent momentum reflected in a 1-day share price return of 1.67% and a 90-day share price return of 8.29%. While...

Cisco Systems has recently been reported to be in advanced talks to acquire Israeli cybersecurity firm Axonius for about US$2.00 billion, while also expanding its AI infrastructure initiatives and preparing for its second annual AI Summit featuring major industry leaders. These developments highlight Cisco’s push to reposition itself from a legacy networking supplier into a central provider of AI-ready infrastructure, security, and recurring software services. Next, we’ll examine how...

In recent days, Datex announced it successfully completed Zebra Technologies’ Enterprise Testing Program for its Footprint WMS, confirming reliable performance and interoperability with Zebra’s mobile computers for complex, regulated warehouse operations. This certification, alongside Zebra’s broader AI-powered retail and supply chain solutions, highlights how tightly integrated partner software can deepen the usefulness of Zebra’s hardware platform across real-time, data-intensive...

In its most recent quarter, ResMed reported past revenues of US$1.34 billion, up 9.1% year on year, with earnings per share exceeding analyst expectations while revenue aligned with forecasts. The results highlighted ongoing revenue growth, rising profitability, and stronger free cash flow, reinforcing the company’s progress in cloud-connected respiratory care and home-based sleep solutions. Next, we’ll examine how this earnings beat on profitability, alongside steady revenue expansion,...

Why StepStone Group (STEP) is back in focus Investor attention on StepStone Group (STEP) has picked up after new leadership appointments and the opening of a Madrid office. These moves expand its European footprint while the business is still operating at a loss. See our latest analysis for StepStone Group. The recent leadership changes and Madrid office opening come as StepStone Group's share price has gathered momentum, with a 19.33% 1 month share price return and 23.09% 3 month share price...

Rithm Capital (RITM) is drawing investor attention after completing a US$250m underwritten public offering of 8.750% Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock, a move that reshapes its capital mix and funding options. See our latest analysis for Rithm Capital. Against this preferred stock issuance, Rithm Capital's share price sits at US$11.35, with a 90 day share price return of 4.8% and a 1 year total shareholder return of 10.23%. This suggests momentum that has been...

Hexcel’s recent share performance and business profile Hexcel (HXL) has drawn attention after a period of strong recent returns, with the stock up about 17% over the past month and roughly 36% in the past 3 months. The company develops carbon fibers, structural reinforcements, honeycomb structures, resins, and composite parts used in commercial aerospace, space and defense, and various industrial applications. See our latest analysis for Hexcel. Hexcel’s share price momentum has been...

In January 2026, NWPX Infrastructure announced the first commercial use of its patent-pending Permalok Radial Bending Joint (RBJ) technology, supplying 5,764 linear feet of curved steel casing pipe for Tampa Bay Water’s South Hillsborough Pipeline microtunneling project, which includes 18 underground crossings. This curved RBJ system enables pipeline routes to bend around existing utilities and structures, potentially lowering construction disruption through fewer shafts, smaller sites, and...

In early January 2026, Precision Neuroscience announced a partnership with Medtronic to integrate its Layer 7 brain-computer interface with Medtronic’s StealthStation system, while Medtronic also received FDA 510(k) clearance for its MiniMed Go Smart MDI diabetes platform connecting InPen and Abbott’s Instinct sensor via a single app. Together, these moves highlight Medtronic’s push to pair advanced data-rich neurosurgery tools with connected diabetes care, reinforcing its focus on...

In recent days, Pilgrim's Pride drew fresh attention after Grupo Santander upgraded the stock from Neutral to Outperform and it was highlighted among leading food stocks for 2026. This recognition comes despite earlier commentary pointing to modest historical revenue growth and expectations for flat sales over the next year, underscoring how analyst opinions can still influence sentiment. We’ll now examine how this upgrade and Pilgrim's Pride’s inclusion among top food picks may reshape the...

What recent price moves might be telling you Applied Optoelectronics (AAOI) has caught investor attention after a recent stretch of strong share price moves, including a 36.3% gain over the past month and 15.9% over the past 3 months. See our latest analysis for Applied Optoelectronics. The recent 1-day share price return of 7.34% and 30-day share price return of 36.33% sit against a year-to-date share price decline of 6.57%, while the 1-year total shareholder return of 19.24% and very large...

In a recent SEC filing dated January 14, 2026, Nepsis Inc. disclosed purchasing 89,969 additional shares of RLI, lifting the insurer to the position of the fund's second-largest holding and accounting for 5.72% of its reportable assets under management. This concentrated move by Nepsis underscores a high-conviction stance on RLI at a time when the insurance sector has faced recent challenges and the stock has lagged over the past year. With Nepsis now committing a larger share of its assets...

In 2025, Fundsmith Equity Fund began building a position in Zoetis Inc., describing it as a leading veterinary pharmaceutical company with limited generic competition and highlighting its role in the expanding pet healthcare market. Despite earlier concerns about side effects linked to Zoetis’s osteoarthritis drug Librela, continued support from veterinary professionals has helped ease product safety worries for investors. Next, we’ll examine how Fundsmith’s backing and ongoing veterinary...

In recent days, Alignment Healthcare reported that its Medicare Advantage health plan membership grew 31% year over year to about 275,300 as of January 1, 2026, while reaffirming its 2025 outlook and outlining 2026 membership and adjusted EBITDA expectations. Management also highlighted that for the second consecutive year, 100% of members are enrolled in plans rated 4 stars or higher, underscoring the role of quality scores in supporting the company’s growth ambitions. Next, we'll examine...

WeRide has launched its "WeRide Go" Robotaxi Mini Program on Tencent’s WeChat, enabling users in Guangzhou’s Huangpu and Beijing’s Yizhuang districts to book autonomous rides directly within the super-app. By embedding Robotaxi booking into a platform used by over 1 billion people, WeRide meaningfully lowers the friction to trial its autonomous driving service and embeds itself more deeply into China’s everyday mobility ecosystem. Next, we’ll examine how this integration into WeChat’s...

Insight Enterprises recently announced an expanded global partnership with Stripe to modernize legacy financial infrastructure, support complex billing and subscriptions, and enable AI-driven commerce experiences, including purchases directly within platforms like ChatGPT. A distinctive element of the announcement is Insight’s new Stripe Center of Excellence, with more than 100 Stripe-certified specialists, and its role as one of only three EMEA launch partners for Stripe’s Agentic Commerce...

United Natural Foods (UNFI) has recently drawn investor interest after a period of mixed share performance, including a gain over the past month and a decline across the past 3 months, against a backdrop of ongoing profitability challenges. See our latest analysis for United Natural Foods. At a share price of $35.22, United Natural Foods has recently posted a 7.18% 1 month share price return and a 6.73% 7 day gain. However, its 16.26% 3 month share price decline contrasts with a stronger...

Why Mike Portegello’s Appointment Matters for ePlus (PLUS) ePlus (PLUS) has brought Mike Portegello onto its Board of Directors and key committees, a move that puts long experience in accounting, finance, and capital markets closer to the company’s decision making. For you as an investor, this kind of board appointment is less about headlines and more about what it could mean for financial oversight, risk controls, and how the company evaluates growth and capital allocation decisions over...

What Is Moving Coterra Energy Today? Coterra Energy (CTRA) is catching investor attention after its recent share performance, with the stock up over the past week and month, while still showing a negative return year to date and over the past year. See our latest analysis for Coterra Energy. That recent 12.85% 3 month share price return contrasts with a weaker year to date share price return of 3.27% decline and a 1 year total shareholder return of 10.71% decline. Near term momentum has...

What BXP’s Recent Returns Say About Market Sentiment BXP (BXP) has been drawing attention after recent trading, with the stock closing at US$67.11 and showing mixed performance across different periods, including small gains over the past week and declines over the month and past 3 months. See our latest analysis for BXP. Over a longer stretch, BXP’s recent 1-day share price return of 1.11% sits against a weaker 30 and 90 day share price record. Its 3-year total shareholder return of...