Supplemental Insurance

Business

Stewart Information Services (STC) in Focus Ahead of Q4 Earnings: Analysts Bullish, But Valuation Questions Linger

As Stewart Information Services prepares to report its Q4 2025 results, investor attention is heightened by recent analyst upgrades and a stock price that appears to lag long-term performance. With shares trading at $67.80 against a perceived fair value of $81.50, the market weighs near-term headwinds against the company's strategic positioning in the title insurance sector.

Feb 4, 2026

Business

Landstar Navigates 'Challenging' Freight Market as Q4 Results Miss Estimates

Landstar System's fourth-quarter earnings fell short of analyst expectations, with management citing a persistent freight recession, inflation, and rising insurance costs. While the heavy haul segment showed strength, broader market softness led to a cautious outlook.

Feb 4, 2026

Business

AXIS Capital Beats Q4 Estimates, But Analysts Probe Sustainability of Growth

AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.

Feb 4, 2026

Business

MGIC Caps 2025 with Robust Earnings, Eyes Stable 2026 Amid Flat Housing Market Forecast

Private mortgage insurance leader MGIC Investment reported strong Q4 and full-year 2025 results, driven by disciplined underwriting and significant capital returns. While executives project a stable but flat market for 2026, the company's fortress balance sheet and strategic reinsurance provide a buffer against economic uncertainty.

Feb 4, 2026

Business

Warby Parker's Bullish Outlook: Navigating Consumer Softness with Resilience and Innovation

Amid a challenging retail environment, eyewear disruptor Warby Parker (WRBY) is demonstrating notable resilience. Supported by its focus on higher-income demographics, strategic insurance partnerships, and a promising pipeline of tech-enabled products, the company is positioning for a potential margin inflection and sustained growth.

Feb 4, 2026

Business

Prudential's Q4 2025 Results: Steady Revenue Meets Wall Street Forecasts Amid Mixed Performance

Prudential Financial reported fourth-quarter revenue of $14.52 billion, aligning with analyst expectations, though adjusted earnings per share slightly missed estimates. The insurance giant's core premiums showed strength, while book value growth signals a potential turnaround.

Feb 3, 2026

Business

Gallagher Bolsters Global Footprint with Strategic Trio of Acquisitions

Insurance broker Arthur J. Gallagher expands its European transport claims and U.S. employee benefits consulting through three targeted acquisitions, signaling aggressive growth despite recent stock pressure.

Feb 3, 2026

Business

Chubb Tops Profit Forecasts in Q4 2025, Revenue Growth Meets Street Expectations

Global insurance giant Chubb Limited reported fourth-quarter revenue in line with analyst projections, while adjusted earnings per share significantly exceeded estimates, driven by strong underwriting and investment performance.

Feb 3, 2026

Business

Gallagher's Growth Story: Strong 2025 Results and Bullish 2026 Outlook Mask Valuation Conundrum

Insurance broker Arthur J. Gallagher posted robust 2025 earnings, fueled by revenue growth and strategic acquisitions, alongside an optimistic 2026 forecast. Yet, a significant year-long share price decline and a lofty P/E ratio present a complex picture for investors weighing its apparent undervaluation against market skepticism.

Feb 3, 2026

Business

Capital Southwest Posts Robust Q3 Earnings, Expands Reach with New Credit Venture

Capital Southwest (CSWC) reported strong fiscal third-quarter results, driven by recurring portfolio earnings and active deal-making. The BDC highlighted a growing cash cushion, declared supplemental dividends, and unveiled a strategic joint venture to compete in a tighter spread environment.

Feb 3, 2026

Business

Guidewire Software Shares Tumble Amid Broad Tech Sell-Off Fueled by AI Disruption Fears

Shares of insurance software provider Guidewire Software plunged nearly 10% in morning trading, caught in a sector-wide downturn as investors reassess traditional SaaS models against the rising tide of AI integration.

Feb 3, 2026

U.S. Opens 65,000 Seasonal Work Visas to Ease Trucking Crunch, But Roadblocks Remain

The Department of Labor has allocated tens of thousands of supplemental H-2B visas for transportation and other seasonal industries. However, a State Department visa freeze and stringent new English testing requirements cast doubt on whether foreign drivers will fill empty seats.

Feb 3, 2026

Business

MGIC Investment Caps Off 2025 with Strong Quarter, Eyes Stable Market in 2026

Private mortgage insurer MGIC Investment Corporation (MTG) reported robust fourth-quarter and full-year 2025 results, driven by disciplined risk management and a fortified capital position. While forecasting a flat insurance-in-force market for 2026, the company highlighted strategic reinsurance moves and significant capital returns to shareholders.

Feb 3, 2026

Business

Chubb's Stock Surge: A Closer Look at the Financial Engine Behind the Rally

Shares of insurance giant Chubb have climbed 9% in three months. We analyze the key financial metrics, particularly its robust Return on Equity, to understand if the momentum is built on solid fundamentals and what it signals for future growth.

Feb 3, 2026

Business

Consumer Champion Clark Howard's Unwavering Stance: Just Say 'No' to Extended Warranties

Amidst declining consumer confidence, extended warranties are aggressively marketed as financial safety nets. Yet, data and experts like Clark Howard reveal them as statistically poor bets for shoppers, advocating for self-insurance through savings instead.

Feb 3, 2026

Business

Analysts Boost Allstate Outlook as Catastrophe Losses Recede, Earnings Picture Brightens

Allstate (NYSE: ALL) sees renewed analyst confidence with multiple price target increases, driven by a significant drop in catastrophe losses and improved reinsurance costs. The insurer's financial resilience is in focus ahead of its Q4 2025 earnings call.

Feb 3, 2026

Business

Radian Seals $1.67 Billion Acquisition of Lloyd's Insurer Inigo, Pivoting to Global Specialty Markets

U.S. insurer Radian Group has finalized its $1.67 billion cash acquisition of Lloyd's of London specialist Inigo, a strategic move that diversifies its business beyond mortgage insurance and is projected to significantly boost earnings and revenue.

Feb 3, 2026

Business

UK Regulator Slams Brakes on Markerstudy's Expansion Over Governance Concerns

The Financial Conduct Authority has imposed significant growth restrictions on insurance group Markerstudy, citing weaknesses in leadership and financial controls, a move that complicates its acquisition strategy and potential IPO.

Feb 3, 2026

Business

Zurich Builds Stake in Beazley After Failed Takeover Bid, Eyes Lloyd's Syndicate as Alternative

Zurich Insurance Group has disclosed a 1.47% holding in Beazley, following the specialty insurer's rejection of its $10.2bn takeover offer. The move comes as Zurich simultaneously advances plans to establish its first syndicate at Lloyd's of London.

Feb 3, 2026

Business

Equitable Holdings Q4 Earnings Preview: Can the Insurer Surprise Wall Street?

As Equitable Holdings prepares to report fourth-quarter results, investors are watching for signs of stability amid a turbulent period for insurance stocks. With revenue growth expected to stall, the focus shifts to profitability and guidance.

Feb 3, 2026