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UnitedHealth's lower medical costs are fueling an earnings recovery, but rising commercial costs and 2027 pricing decisions could test its durability.

Adjusted EPS surged 42.5% on margin recovery across all operating segments.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

AbbVie commands a premium valuation for its specialty drug pipeline, while CVS Health trades at a discount despite managing 37 million medical members.

After closing hundreds of locations in recent years, a pharmacy giant is continuing to shrink its retail footprint, with more stores disappearing from communities across the U.S. The latest closures come as the chain works to reshape its business and focus on locations it believes have a stronger ...

Sen. Elizabeth Warren (D-Mass) has criticized the vertical integration in the U.S. healthcare system, arguing that it leads to higher costs for patients and increased profits for large corporations. Warren took to X on Sunday and used UnitedHealth Group Inc....

Fluent (NASDAQ:FLNT) reported second-quarter 2026 revenue growth as its Commerce Media Solutions business expanded sharply and became a larger share of the company’s overall mix. Management said the quarter marked a milestone in the company’s strategic shift toward commerce media, while maintaining

Unionized CVS pharmacists in three states greenlit a strike sanction last week as they seek better staffing levels and a seat at the table on CVS’ pharmacy decisions.

CVS Health (CVS) is targeting the earliest point in a customer's weight-loss drug decision: the first consultation. On Aug. 5, the company dropped the cash price of a MinuteClinic online weight-loss visit to $29, with no membership and no monthly fee. That is the lowest sticker price in the ...

In the health insurance arena, one company is both the undisputed leader and the most expensive ticket, forcing investors to decide if paying up for quality is a winning strategy.

When a hospital walks out of a Medicare Advantage contract, the member left behind faces a narrower set of protections and a much higher potential bill than most people realize until the letter arrives.

In early August 2026, CVS Health reported second-quarter results showing higher sales of US$35,117 million and revenue of US$106.10 billion, alongside net income of US$2,979 million and materially higher earnings per share versus a year earlier. On the same day, CVS Health also raised its 2026 earnings guidance and expanded its GLP-1 weight management offering through a new collaboration with Eli Lilly, underscoring how integrated pharmacy, insurance and care-delivery assets can be combined...

The fair value estimate for CVS Health has shifted from US$111.92 to US$114.88, signaling a modest reset in where analysts think the stock could be worth over time. This change lines up with recent research that leans constructive on CVS Health ahead of upcoming earnings, while still calling out execution and policy risks that could affect how closely the stock trades to that mark. As you read on, you will see how to track this evolving story and what to watch as the narrative around CVS...

CVS Health lifts its 2026 outlook on Aetna's recovery and retail strength while flagging 2027 pressure from 340B changes and Caremark membership declines.

CVS Health (NYSE:CVS) reported second-quarter results that exceeded its expectations, citing earnings growth across all operating segments and raising its full-year outlook for adjusted earnings per share and operating cash flow. Chair and Chief Executive Officer David Joyner said the company gener

As investors look to balance growth opportunities with defensive positioning, Acadia Pharmaceuticals, CVS Health, and Eli Lilly stand out as healthcare names combining resilient business models with strong earnings momentum.

Investors pay particular attention to a health insurer’s second-quarter report, which reflects more medical claims data among members.

Eli Lilly shares rally on a fresh DTC partnership with CVS Health. A strong Q2 release and impressive future guidance is driving LLY stock higher as well.

Healthcare stocks were higher late Wednesday afternoon, with the NYSE Healthcare Index and the State

CVS Health Corp (CVS) delivered a 40% surge in adjusted EPS, raised its full-year outlook, and outlined a clear path to offset 2027 headwinds with strategic growth initiatives.

A major 2026 guidance increase could not satisfy investors expecting a faster earnings recovery next year.

CVS Health (CVS) is collaborating with Eli Lilly (LLY) as part of enhancements to its direct-to-cons

Healthcare stocks were higher Wednesday afternoon, with the NYSE Healthcare Index rising 1.1% and th

Moby summary of CVS Health Corporation's Q2 2026 earnings call

US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h

UnitedHealth's revenue held up; the operating margin on it did not, and closing that gap is the whole upside case.

July Private Payrolls Well Below Expectations .

After the company reported second quarter earnings and raised its full-year sales guidance, Eli Lilly (LLY) CFO Lucas Montarce outlines the expansion opportunities that the pharmaceutical giant is seeing in its GLP-1 category, specifically the introduction of oral weight-loss drugs to the market.

CVS Health Corp (NYSE:CVS) reported second-quarter revenue and profit that beat Wall Street estimates on Wednesday, and raised its full-year adjusted earnings guidance, though cautious guidance pressured shares. Revenue rose 7.3% year-over-year to $106.1 billion, above analyst estimates of...

Today's ADP private-sector payrolls came in below the +75K forecast and less than half the downwardly revised +95K from June.