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Here’s to the future,
Matt McCall
3 Insurance Stocks That Can Act as a New Inflation Hedge
Written by Chris Markoch. Date Posted: 4/16/2026.
Key Points
- Insurance companies benefit from inflation by raising premiums, giving the sector strong pricing power and making it a potential hedge against rising costs.
- Travelers and Chubb offer steady growth supported by premium pricing strategies and strong earnings outlooks despite rising catastrophe risks.
- Progressive’s recent underperformance has created a discounted valuation, which could present upside if earnings growth reaccelerates.
- Special Report: Elon’s “Hidden” Company
Insurance has become one of the most visible and persistent indicators of inflation in household budgets. Rates for health, auto, life, and property insurance have been soaring — trends that preceded the recent shock to energy prices.
The latest consumer price index data reflected the impact of higher energy prices, showing year-over-year inflation of 12.5%. That compounds the challenge for consumers trying to budget for those higher costs at a time when fixed expenses, such as insurance, are already elevated.
What is Trump's "Project 2026"? (Ad)
Liberation Day wiped over $2 trillion from markets in a single day. Then a 90-day tariff pause added $4 trillion back to the S&P 500. Trump's AI initiatives sent Palantir up over 140%. Trader Larry Benedict says all of that was just the warm-up.
Benedict is calling what comes next 'Project 2026' - a move he believes could send billions, potentially trillions, into overlooked corners of the market. He's identified one ticker sitting at the center of it all, and he's revealing the name today at no cost.
Larry is calling it "Project 2026."While consumers often blame corporate greed, the situation is more nuanced. Insurance companies are in the business of managing risk, and right now nearly every cost involved in assessing that risk is rising.
Inflation is part of the story, but increasingly severe climate events, reinsurance hikes, and higher litigation costs are also contributing. Higher energy prices add supply-chain risks and elevate catastrophe exposure in energy-exposed regions, which worsens the problem.
As a result, insurers are repricing premiums faster than policy renewals can absorb the higher costs. That pricing power is painful for the insured, but for investors it can be a tailwind. Below are three insurance stocks at different stages of the pricing cycle, which gives them differing outlooks as inflation hedges.
Travelers Leans Into Pricing Power Despite Rising Catastrophe Risk
Travelers Companies (NYSE: TRV) has been one of the best-performing insurance stocks in the financials sector. It’s up about 20% over the past 12 months, though that growth has decelerated in 2026, with TRV up roughly 3% year-to-date.
The company posted a double beat when it reported Q4 2025 earnings on Jan. 21. However, Travelers also lowered its Catastrophe Excess of Loss (CAT XOL) attachment point to $3 billion from $4 billion — a change that signals the company expects a rougher catastrophe environment. That reinsurance contract protects it against catastrophe losses exceeding the attachment point.
Lowering the CAT XOL can be seen as a prudent precaution, but it also suggests Travelers anticipates more frequent or severe catastrophes. While the company has said this change shouldn't be a long-term problem for its reinsurance program, some investors remain unconvinced.
TRV is trading just below its consensus one-year price target of $308, and analysts are generally bullish — likely reflecting expectations of about 35% earnings growth over the next 12 months. Travelers also offers the strongest dividend of the three companies on this list: the current yield is about 1.5%, which equates to an annual payout of $4.40 per share. After 21 consecutive years of payout increases, the company is eyeing membership in the Dividend Aristocrats club.
Chubb’s Premium Base Positions It for Margin Expansion
Chubb (NYSE: CB) presents a similar case to Travelers. The stock is up about 15% over the last 12 months and roughly 5% in 2026. Shares of CB are also within about 6% of their consensus one-year price target of $345.33.
The company delivered strong Q4 2025 results, reporting net income of $3.21 billion — nearly 25% higher year over year. Like Travelers, Chubb did note some catastrophe risk that could affect the balance sheet in 2026.
Analysts remain optimistic, and several recent price targets for CB sit well above the consensus. That likely reflects Chubb’s focus on specialized commercial and high-net-worth personal lines, which command higher margins than standard policies. Many of these policies may not have fully priced inflation into renewals yet, which could lead to earnings acceleration above the 16% analysts expect over the next 12 months.
Progressive’s Pullback May Be Creating a Value Opportunity
Progressive (NYSE: PGR) has lagged its peers. PGR is down more than 10% in 2026 and over 25% in the last 12 months. That decline stems in part from being a victim of its own past success: many consumers remember 2021 and 2022 when inflation in used car prices, repair parts, and labor all hit auto insurers at once.
Progressive was well positioned to manage that surge because it had already been raising premiums. Instead of losing customers, it actively marketed to new policyholders and captured a large share of the market.
Since 2022, however, Progressive has lost some of that market share as competitors — including Travelers and Chubb — repriced their books and became more aggressive on customer acquisition. As a result, Progressive has shown slower premium growth, and the market has priced in continued deceleration.
Today, PGR trades at around 10x earnings, a 64% discount to its three-year average and a modest discount to the sector average near 12x. That represents a significant degree of de-risking and suggests Progressive may offer better value than many peers. For more on how it stacks up, see Progressive's competitors and alternatives.
Analysts have a consensus one-year price target of $237 for PGR, implying nearly 20% potential upside. Those targets could move higher if Progressive can deliver earnings growth above the roughly 4.9% currently forecast for the next 12 months.
5 Baby Boomer Stock Favorites Now Trading at a Discount
Written by Ryan Hasson. Date Posted: 4/6/2026.
Key Points
- Five popular Baby Boomer stocks are trading in discount territory, with MSFT down 23% YTD, RCL 25% off its highs, and VZ and KMB offering yields above 5%.
- Microsoft trades at a forward P/E below 20, Verizon offers a 5.58% yield with a forward P/E below 10, and Kimberly-Clark's yield has climbed to 5.33%.
- Despite the pullbacks, analyst sentiment remains broadly bullish across all five names, with Microsoft leading the way at nearly 58% implied upside from current levels.
- Special Report: Elon’s “Hidden” Company
The recent market selloff is creating something rare: genuine discounts on many high-quality companies. With the S&P 500 under pressure from Middle East tensions, rising oil prices and fading rate-cut expectations, several battle-tested, long-duration stocks are trading at valuations that are hard to ignore. These are the names that helped build real wealth for decades and have long been favorites among the baby boomer generation. Right now, several of them are on sale or quickly approaching value territory.
Here are five stocks popular with the baby boomer generation that are trading at—or moving toward—value levels.
Microsoft: One of The World's Largest Companies Trading at a Bargain P/E
What is Trump's "Project 2026"? (Ad)
Liberation Day wiped over $2 trillion from markets in a single day. Then a 90-day tariff pause added $4 trillion back to the S&P 500. Trump's AI initiatives sent Palantir up over 140%. Trader Larry Benedict says all of that was just the warm-up.
Benedict is calling what comes next 'Project 2026' - a move he believes could send billions, potentially trillions, into overlooked corners of the market. He's identified one ticker sitting at the center of it all, and he's revealing the name today at no cost.
Larry is calling it "Project 2026."Microsoft (NASDAQ: MSFT) needs little introduction. From the PC era to cloud computing to artificial intelligence, it has reinvented itself multiple times and kept winning. The 10-year return speaks for itself: the stock is up almost 600%. Zooming out further, you can see why this has been one of baby boomers' most beloved stocks. Since the tech giant's debut in 1986, it has returned a staggering 274,230%, adjusted for inflation and including reinvested dividends.
After a 22% year-to-date decline, the stock now trades at a trailing P/E of about 23 and a forward P/E of roughly 19—well below its historical averages and substantially lower than the broader technology sector. Earnings are expected to grow 12.39% in the coming year to $14.70 per share. Microsoft also has an income component: the company has a 23-year streak of dividend increases and a yield of about 1%.
Analysts remain largely bullish—40 of 45 rate the stock a Buy—and the consensus price target of $588.97 implies more than 50% upside. From a technical standpoint, MSFT has retraced into a meaningful support area: the 2025 lows near $350 have acted as support so far this year. If Microsoft can hold above that level, the stock could firm up and stage a recovery bounce.
Berkshire Hathaway: Warren Buffett's Legacy at a Reasonable Valuation
Few stocks carry the same weight among long-term investors as Berkshire Hathaway (NYSE: BRK.B). Warren Buffett's holding company has delivered exceptional compounded gains since 1965—averaging 19.9% annually from 1965 through 2024—vastly outperforming the S&P 500 and rewarding long-term holders, including many baby boomers.
Year to date, the financial giant is down just 5%, holding up relatively well amid the broader selloff. It trades at a trailing P/E of about 15—well below the market average—with a forward P/E near 24. CEO Greg Abel has resumed share buybacks as the leadership transition continues. With more than $300 billion in cash, Berkshire has substantial firepower to deploy during market dislocations.
Wall Street is generally optimistic, with the consensus price target forecasting double-digit upside. The $537 target implies roughly 12% upside. On a longer timeframe, the stock is approaching a key support zone around $450. A sustained move below that level could signal a deeper pullback, while holding above it could make current levels an attractive entry point.
Verizon: A Telecom Giant With a 5.5% Yield and a Forward P/E Below 10
Verizon Communications (NYSE: VZ) has been a reliable income holding for decades. The telecom giant offers about a 5.5% dividend yield and has raised its dividend for 20 consecutive years. For income-focused investors, that consistency matters as much as any price target. Since its debut, the stock has returned close to 9.2% annually, including dividends reinvested, dating back to 1984.
Despite a strong run this year—the stock is up more than 20% year to date and roughly 11% over the trailing 12 months—the valuation still looks attractive. Its trailing P/E is near 12 and the forward P/E is compressed to about 10, placing Verizon firmly in value territory. A $25 billion share buyback program provides additional support for shareholders.
Its most recent earnings report delivered encouraging results, including the best postpaid phone subscriber additions in six years. The company posted Q4 2025 results on Jan. 30, topping EPS estimates by $0.03 and growing quarterly revenue 2% year over year. The ongoing 5G buildout is driving subscriber growth, and if rate-cut expectations revive later this year, high-yield defensive names like Verizon often attract renewed investor interest.
Royal Caribbean: A Leisure Favorite With Almost 30% Upside
Royal Caribbean (NYSE: RCL) has been a strong wealth creator since its IPO in April 1993. Since that debut, the stock has returned more than 2,000%, adjusted for inflation. In recent years the gains have been equally eye-catching: RCL has returned over 300% to shareholders in the past three years. However, the Middle East conflict and rising fuel costs have pressured cruise stocks, pushing RCL off its 52-week high and creating a pullback that historically rewards patient buyers. The stock has fallen more than 25% from its 52-week high and is slightly down on the year, about 2% lower.
That pullback may present an opportunity. Royal Caribbean trades at a P/E of about 17 and a forward P/E near 13—reasonable for a company growing earnings in the double digits. Booking levels remain strong, new Icon-class ships are expanding capacity, and the private-island strategy continues to drive higher-margin revenue.
Analysts skew bullish: the consensus Moderate Buy rating is based on 22 analyst opinions and a price target of $353.30, implying nearly 30% upside. Technically, the stock faces key tests: it's trading near multi-year support around $250. To keep the weekly uptrend intact, RCL will need to hold that support band and reclaim its 200-day simple moving average near $300.
Kimberly-Clark: Consumer Defensive Income With a 5.3% Yield
Kimberly-Clark (NYSE: KMB) may not grab headlines like Microsoft or Berkshire, but it has been a durable performer for income-minded investors. The maker of Huggies, Kleenex and Depend produces everyday brands people buy in bull markets, bear markets and recessions—making it a staple in many portfolios. Since the stock's debut in 1980, it has returned a respectable 1,488%, adjusted for inflation and including reinvested dividends—impressive for a defensively positioned consumer-staples company.
The company has faced headwinds from shifting consumer preferences and volume pressures in North America. Still, recent weakness has pushed the dividend yield to about 5.3% and compressed the forward P/E to around 12, making KMB more interesting to income-focused investors.
Analysts are generally neutral, with a consensus Hold rating. However, the consensus price target of $115.85 implies roughly 20% upside. Momentum could shift if the stock reclaims $100 and its 50-day simple moving average; doing so would be an early sign that a higher-timeframe bottom might be forming.
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