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Rising employer healthcare costs could boost Marsh's consulting demand and create growth avenues for UnitedHealth and Centene through cost-control solutions.
UnitedHealthcare, the insurance business of UnitedHealth Group Incorporated (NYSE:UNH), will remove prior authorization requirements for a broad range of healthcare services beginning October 1. The changes will cover areas including cardiology, genetic and laboratory testing, chiropractic care, physical, occupational and speech therapy, and orthopedic and musculoskeletal procedures. The changes will apply to commercial plans, Medicare […]
While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors.
The insurer is cutting authorization friction while protecting medical-cost discipline across $112 billion of quarterly revenue.
HealthEquity's 15.7% three-month rally is backed by rising HSA scale, stronger margins and higher guidance, though key risks remain.
UnitedHealth Group has delivered a strong 31.8% share price gain over the past year, yet the broader valuation checks point to a mixed picture rather than a clear bargain or clear overvaluation. With the stock resetting after recent share price softness and fresh rating and regulatory headlines in 2026, investors are weighing how much of UnitedHealth Group's quality and resilience is already reflected in today's price. Over the past 12 months the stock is up 31.8%, which puts recent short...
CNC's 117% rally now has support from improving margins, firmer pricing and higher earnings expectations, while valuation remains below key peers.
The average brokerage recommendation (ABR) for UnitedHealth (UNH) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The energy shock is not going away, and it's only making things worse for the bond market, as well as the stock market, over the long term.
UnitedHealthcare will begin removing requirements October 1 across cardiology, laboratory testing, therapy and selected musculoskeletal services.
Investing.com -- Goldman Sachs updated its U.S. and European conviction lists for September, adding several new names as it refreshed its highest-conviction ideas heading into the autumn.
CNC's Marketplace recovery is boosting profitability as better pricing, medical cost trends and risk dynamics reshape its earnings outlook.
Consensus knocks a quarter off the health insurer's earnings multiple over two years, part of it measurement, and almost none of it from selling more coverage.
UnitedHealth Group's stronger six-month return, improving UnitedHealthcare and Optum results and attractive valuation make it the better buy.
SCHD just delivered a return most dividend investors spend a decade waiting for, and that success created a problem nobody predicted. Whether fresh money belongs in the fund right now depends on a tradeoff that long-term holders never had to face.
As UnitedHealth Group has outperformed relative to its industry peers over the past year, Wall Street analysts remain bullish about the stock’s prospects.
Its market-shock drawdowns have been ordinary in depth, and some of its longest waits back to the old high came after falls the index barely noticed.
What Tepper’s Exit Means For UnitedHealth Group Stock David Tepper’s decision to sell all his UnitedHealth Group (UNH) shares and lean further into artificial intelligence stocks has drawn fresh attention to how investors view this large US health care company today. Over the past year, UnitedHealth Group’s share price has moved around but still delivered a 17.43% year to date share price return, while the 1 year total shareholder return of 34.19% contrasts with a 3 year total shareholder...
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
The healthcare giant sent a fortune back to its owners, but the market yawned. Here’s the real accounting of what that cash bought, and what it didn't.
A powerful healthcare business model is facing fresh political pressure
CI's Smart Coverage links medical and supplemental benefits, offering up to $7,000 and automated claims for costly health events.
UnitedHealth Group Incorporated (NYSE:UNH) recently announced a major expansion of its child and family behavioral coaching program, extending access to 13 million commercial members. First launched in 2023, the program targets low-severity needs like mild anxiety, ADHD, and sleep issues through virtual sessions and 24/7 support. The move adds 5 million individuals at no cost […]
UnitedHealth still looks like a compelling long-term investment.
Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here. Bretton Fund returned 10.67% in the second quarter compared to a 15.20% return for the S&P 500 Index. Increased spending on AI data centers has hurt overall performance relative to the broader market. Despite […]
UNH outpaces ELV with stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile.