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Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The RS Large Cap Value Strategy underperformed the Russell 1000 Value Index in the second quarter of 2026 as unfavorable stock selection and sector allocation weighed on relative performance. U.S. equities remained […]
LH heads into Q2 earnings results with expectations for higher revenues and EPS, as diagnostics, specialty testing and new collaborations drive momentum.
Healthcare is quietly stealing the spotlight from mega cap tech in 2026, and two S&P 500 giants are trading at valuations that suggest the market has not caught on yet.
Investors showed confidence in healthcare improvements, strong biotech patents, and rising packaging demand.
The latest trading day saw CVS Health (CVS) settling at $110.6, representing a +2.78% change from its previous close.
UnitedHealth's stock is flying high after it raised guidance, but on its latest earnings call, analysts zeroed in on an underlying margin divergence running right through the business.
DHR beats Q2 estimates as Life Sciences posts its strongest quarter in years, prompting the company to raise its 2026 adjusted EPS outlook.
The stock is trading near 52-week highs, but under the surface, commercial segment cost trends are creating headwinds.
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
The sticker price on CVS shares looks high, but the real question is what it costs on the earnings expected two years from now.
The health insurer raised its forecast after a solid quarter, but investors focused on the one business so broken it’s forcing a strategic retreat.
CVS Health opened its first new pharmacy focused CVS Pharmacy in Houston, introducing a neighborhood format aimed at expanding access to pharmacy care. The company plans to roll out nearly 20 similar locations across the U.S., including additional sites in the Houston area. This move is part of CVS Health's effort to realign its retail footprint and respond to changing consumer preferences for in person pharmacy services. For investors tracking NYSE:CVS, the launch of this new format comes...
Insurance carriers need more proof that paying today’s GLP-1 drug prices will create “enough downstream savings,” assuming that people are healthier long term.
CVS Health stock has climbed sharply over the past year, yet its valuation checks lean expensive. This puts the recent share price strength under closer scrutiny for anyone considering the current upside from here. Over the last 1 year, CVS Health has returned 74.4%, a strong run that raises the bar for what future performance needs to justify at today’s price. Regulatory settlements around pharmacy benefit management and past compliance issues can remove some overhang but also highlight...
Earlier this month, CVS Health’s board approved a quarterly dividend of US$0.665 per share, payable on August 3, 2026, to shareholders of record as of July 23, 2026, while Aetna leadership highlighted the clinical importance of GLP‑1 weight-loss drugs for diabetes and obesity care. Together with improving provider‑payer trust at Aetna and upbeat analyst research, management’s focus on GLP‑1 access and support has reinforced perceptions of CVS Health’s evolving role across insurance,...
Stronger medical costs and better-than-expected quarterly profit lifted guidance and boosted confidence in the earnings recovery.
Community Health heads into Q2 earnings with mixed operating trends as stronger occupancy meets lower admissions and a smaller hospital portfolio.
ABT tops Q2 earnings and revenue estimates and lifts 2026 EPS guidance, while Medical Devices and Cancer Diagnostics fuel growth despite Nutrition weakness.
DHR heads into Q2 earnings with bioprocessing and diagnostics strength, but rising costs and debt could pressure profitability.
Insurance giant UnitedHealth Group (UNH) is out with its second quarter earnings on Thursday, raising its full-year outlook alongside its reported $112 billion in quarterly revenue. The stock has jumped in Thursday trading. Mizuho Americas healthcare equity strategist Jared Holz takes a closer look at the insurer's stock performance and the role Medicare Advantage had in its figures.
Elevance Health raised its profit forecast and the stock promptly fell. Here’s the one number that explains why investors headed for the exits.
The core narrative surrounding UnitedHealth Group (UNH) is dominated by its successful margin recovery, yet the underlying data reveal a shift from a growth compounder to a vulnerable margin defender. The defining insight is not the massive bottom-line beat of a $6.38 adjusted earnings per share against a $4.94 consensus estimate. Rather, it is the deliberate contraction of the core membership base to support margins in the face of significant regulatory headwinds.
The stock is priced for strength, but a deep and persistent drag from one of its largest divisions could challenge the optimistic narrative.
The stock's current valuation looks steep, but for a patient holder, the price tag on future earnings tells a very different story.
Aetna president Steve Nelson chats with Yahoo Finance's Julie Hyman about the impact of GLP-1 weight-loss drugs on health insurers.
UnitedHealth Group crushed Q2 earnings forecasts amid lower-than-expected benefit costs and gave a big boost to its full-year outlook. Humana, Centene and CVS Health all got a sizable lift from the warm reception for UnitedHealth's earnings report.
Elevance Health beats Q2 EPS and revenue estimates, raises 2026 adjusted EPS outlook despite lower earnings, softer membership and higher expenses.
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