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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.

You didn't buy this single stock, but after a powerful run, your favorite ETF might have made a big bet on it for you.

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.

Based on the average brokerage recommendation (ABR), CVS Health (CVS) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

CVS Health (CVS) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Investing.com -- Elevance Health’s Health Benefits operating profit collapsed in the second quarter of 2026, igniting a broad premarket selloff across the managed-care sector even as the insurer’s headline earnings handily beat estimates and full-year guidance was lifted.

Since its obesity pill Foundayo hit the market in April, Lilly has captured about 11% of the prescription volume for new pills, according to the latest weekly data. Novo Nordisk’s Wegovy pill, which launched in January, commands the rest. It is a remarkable turn of events for the near $80 billion anti-obesity market, among the hottest in the industry.

The Federal Trade Commission announced a settlement with CVS Health’s pharmacy benefit manager business on Tuesday, the agency’s second major agreement this year with drug industry middlemen. Pharmacy-benefit managers, or PBMs, play a key role in negotiating with drug companies and selecting which prescription drugs will be covered by an insurance plan. In litigation filed in 2024 during the Biden administration, the commission alleged that rebates and fees collected by major PBMs from drug manufacturers artificially inflated the price of insulin.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. CVS Health Corporation (NYSE:CVS) is one of the stocks discussed by Jim Cramer. Healthcare insurance provider and pharmacy firm CVS Health Corporation (NYSE:CVS) is another favorite Jim Cramer stock. The shares are up by 61% over the past year and […]

(Updates with Claritev's response in the fourth paragraph.) The US Justice Department recently se

(Update with the Justice Department's response to a request for comment in the third paragraph.)

Dividend affirmation and GLP-1 expansion set the tone CVS Health (CVS) recently affirmed a quarterly dividend of $0.665 per share and expanded its GLP-1 support programs across pharmacies, MinuteClinic, and virtual channels, giving investors fresh information on both income and operations. See our latest analysis for CVS Health. Recent news around the dividend and GLP-1 expansion has arrived alongside strong share price momentum, with CVS Health’s 90-day share price return of 36.43% and...

Terms of the deal announced Tuesday are very similar to those the FTC reached with Express Scripts earlier this year, including requiring the PBM to stop preferring higher cost versions of drugs on standard formularies.

The health care giant commands a premium price over its rivals, but its core numbers tell a different story. Is the market seeing a future that isn't in the results yet.

Humana targets a 3% Medicare Advantage margin by 2028 while pursuing 25% 2026 membership growth and rebuilding profitability despite industry headwinds.

CVS Health Corporation (NYSE:CVS) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Noting that healthcare stocks have been out of favor for some time, a caller asked if the stock is a buy, sell, or hold. Cramer stated: It’s a […]

After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.