Chubb Limited reports historic quarterly and annual net income, fueled by a record-low combined ratio that underscores its underwriting prowess in a competitive market. The insurer's results highlight robust premium growth and controlled catastrophe losses, setting a high bar for peers.
The Hartford Financial Services Group reported robust fourth-quarter and full-year 2025 results, driven by profitable underwriting growth, higher investment income, and disciplined capital management. CEO Chris Swift outlined a strategic shift towards an "AI-first" operational model while signaling confidence in sustained margins and growth across business and personal lines.
American Financial Group (AFG) reported a robust finish to 2025, highlighted by a record fourth-quarter underwriting profit and significant capital returns to shareholders. The specialty insurer enters the new year with a business plan targeting premium growth and a combined ratio near 92.5%, backed by strong performance in its crop and specialty P&C segments.
RLI Corp's latest earnings report showcases robust underwriting performance and capital returns. However, a mixed share price trajectory and premium valuation metrics are prompting investors to question whether the stock's future growth is already priced in.
As copper prices surge to unprecedented levels, mining giant Freeport-McMoRan (NYSE: FCX) reports robust financial performance, linking its strategy to long-term electrification demand while maintaining a disciplined approach to growth and shareholder returns.
A new strategic partnership integrates Altitude Intelligence's geospatial and climate risk analytics directly into Cytora's digital risk processing platform, aiming to automate and enhance underwriting decisions for commercial insurers.
Sonos surpassed Q4 profit expectations despite flat revenue, as disciplined cost management and a strategic product shift boosted margins. The audio specialist now sets its sights on new hardware launches to reignite sales growth in the coming year.
The Hanover Insurance Group (THG) reported a powerful finish to 2025, driven by exceptional underwriting results and favorable weather. With a full-year combined ratio of 91.6% and a 27% surge in book value per share, management signals disciplined expansion into targeted markets while navigating competitive pressures.
Oaktree Specialty Lending (OCSL) surpassed profit expectations in Q4 2025 despite a double-digit revenue decline, as management emphasizes disciplined underwriting and portfolio repositioning amid AI-driven disruption in software investments.
Oaktree Specialty Lending (OCSL) reported stable earnings for its fiscal first quarter, with adjusted net investment income rising to $0.41 per share. Management highlighted disciplined capital deployment, a focus on reducing non-accruals, and detailed the firm's evolving approach to underwriting software and AI-related risks in a bifurcated market.
The Hanover Insurance Group (THG) reported fourth-quarter earnings that surpassed analyst expectations on profit, despite a modest revenue miss. The company's focus on underwriting discipline and targeted growth in high-margin segments drove a positive market response.
JPMorgan Chase & Co. reported stronger-than-expected fourth-quarter earnings, driven by lower expenses and credit provisions. However, a miss in investment banking revenue triggered a sell-off, highlighting investor focus on future growth drivers amid a mixed economic outlook.
Ameriprise Financial reported fourth-quarter adjusted earnings of $10.83 per share, comfortably beating analyst forecasts, driven by robust growth in client assets and disciplined expense management. Revenue also exceeded expectations, climbing 10% year-over-year.
Amid a volatile market, specialty insurer Palomar Holdings (PLMR) presents a compelling growth story. With a disciplined underwriting strategy, robust risk management, and a track record of doubling profits every few years, the company trades at multiples that may significantly undervalue its consistent execution and expansion potential.
W.R. Berkley's Q4 earnings presented a mixed picture, meeting profit forecasts but missing on revenue. While management highlighted disciplined underwriting and tech-driven efficiency, analysts probed deeper into the challenges of competition, pricing, and strategic adaptation in a shifting market.
AXIS Capital's latest earnings report showcases record underwriting profitability and a significant share repurchase, prompting investors to reassess whether the specialty insurer's disciplined strategy is creating sustainable value or masking underlying risks in a competitive market.
Selective Insurance Group reported robust profitability and investment returns for 2025, driven by disciplined underwriting actions. While celebrating an 18% book value growth, management detailed significant reserve strengthening in commercial auto and outlined a confident outlook for 2026, the year of its centennial.
Industrial technology firm Fortive (NYSE: FTV) posted fourth-quarter results that beat Wall Street forecasts, with revenue climbing 4.6% year-over-year to $1.12 billion. Adjusted earnings of $0.90 per share also surpassed analyst consensus by 7.4%, driven by strategic launches and operational efficiency.
Industrial tools maker Kennametal (KMT) posted stronger-than-expected fourth-quarter results, driven by strategic price increases and cost initiatives. The company raised its forward guidance, signaling confidence in its ability to navigate elevated raw material costs and capitalize on selective market recoveries.
Following a challenging third quarter and the suspension of a key carrier partnership, GoHealth's valuation model holds steady, but revenue forecasts are trimmed. Analysts are divided on whether stringent cost controls can pave the way for a sustainable recovery.
