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eHealth says surging 2027 health costs are pushing smaller employers toward ICHRAs, potentially expanding individual coverage demand.

Based on the average brokerage recommendation (ABR), UnitedHealth (UNH) 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) keeps a little over a penny of profit from every dollar it takes in. A net margin of 1.2% reads like a verdict on the business. On $415.1 billion of revenue, one point of net margin is worth over $4 billion, and 1.2% is closer to a floor than a peak. Management has been working on it through 2026.

A 15-year scorecard just revealed how badly active dividend fund managers fared against a passive benchmark, and the results raise a pointed question about whether the most popular dividend ETF belongs in your portfolio right now.

UnitedHealth (UNH) has spent the past year repairing margins rather than chasing growth. The shares rebounded well ahead of any actual margin recovery: up about 38% over the past six months, though down about 6% over the past three, and still behind the S&P 500 over the past twelve months, 12.2% for the stock against 18.6% for the index. What argues for owning them now shows up in cash running ahead of reported profit.

CAT, TSM, UNH, TER and ZBRA are five wide moat stocks that stand out for durable advantages, strong growth prospects and favorable demand across key markets.

Elevance Health (ELV) has returned more than 40% over the past six months, though it is down 6.5% over the past three while the S&P 500 gained 3.4%. The next leg will not come from selling more insurance. It will come from keeping more of the premium it already collects.

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

TPG just bought into the exact Optum clinics that derailed UnitedHealth's profits, and management is hours away from reaffirming guidance that could either validate the deal or reopen a wound investors hoped was healing.

Michael Burry, the Scion Asset Management founder made famous by The Big Short, has rotated hard into three names Wall Street left for dead. According to a portfolio breakdown circulating this week, his largest position is UNH calls at 18.88%, followed by REGN calls at 18.16% and LULU calls at 16.43%. Nine of ten disclosed […]

UNH's 39% six-month rally reflects improving medical costs, stronger earnings estimates and a sharper focus on profitable businesses.

In recent months, UnitedHealth Group has reported better-than-expected earnings, raised its full-year adjusted EPS outlook, tightened medical cost trends, and moved to remove prior authorization requirements for a wide range of services while accelerating payments to rural hospitals. These steps suggest UnitedHealth Group is reshaping how it manages care delivery and insurer‑provider relationships, potentially reducing bureaucracy and improving member and clinician experience across its vast...

CVS Health has outperformed the broader market over the past year, while analysts remain highly bullish on its future prospects.

This recovery story is turning into a success story.

HealthEquity's 15.7% three-month rally is backed by rising HSA scale, stronger margins and higher guidance, though key risks remain.

CNC's 117% rally now has support from improving margins, firmer pricing and higher earnings expectations, while valuation remains below key peers.

UnitedHealthcare will begin removing requirements October 1 across cardiology, laboratory testing, therapy and selected musculoskeletal services.

UNH outpaces ELV with stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile.

MCY, ASMB, ONTO, BSET and UNH have been added to the Zacks Rank #1 (Strong Buy) List on August 21st, 2026.

MCY, SMCI and UNH made it to the Zacks Rank #1 (Strong Buy) value stocks list on August 21st, 2026.

BSET, UNH and CCS made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 21st, 2026.

UNH's improving medical costs, higher EPS estimates and capital returns support its recovery, but regulatory risks remain.

CVS Health enters the second half of 2026 with stronger earnings and Aetna gains, but medical costs and Caremark risks cloud the recovery.

According to the average brokerage recommendation (ABR), one should invest in UnitedHealth (UNH). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

MD posts a Q2 earnings beat as stronger cash collections and a favorable payor mix lift results despite lower volumes.

Alignment Healthcare lifted its 2026 outlook after 31%+ membership and revenue growth, but rich earnings valuation and second-half risks may justify a wait-and-see approach.

CVS Health earnings surged past tepid forecasts after reporting its health benefit costs fell as a share of premiums. The pharmacy chain hiked its full-year outlook by a bit less than the Q2 beat. Analysts say that management's prudence in trying to grow its health benefits business let the company avoid the worst fallout from surprisingly strong medical care utilization.

The company published the arithmetic of its own margin repair, and the first hard proof landed a quarter before the shares started compounding.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.