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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.
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.
Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.
CNC's Q2 earnings and revenues top estimates as stronger premium and service revenues drive results despite lower membership and higher medical costs.
HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.
Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.
The company doubled its 2026 buyback target to at least $5 billion after already repurchasing $4 billion of shares.
The stock is still 25% off all-time highs.
Elevance Health raised its profit forecast and the stock promptly fell. Here’s the one number that explains why investors headed for the exits.
Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
UnitedHealth Stock Rallies as Profit, Revenue Top Wall Street Expectations
The health insurance giant posted adjusted earnings of $6.38 per share, well above Wall Street estimates, and lifted its full-year adjusted profit guidance to $19.50–$20.00 per share
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.
Investing.com -- UnitedHealth Group (NYSE:UNH) reported second quarter results that exceeded analyst expectations across earnings, revenue and guidance, sending shares up 7% premarket as investors responded positively to the healthcare giant's improved outlook.
Guardant Health (GH) investors have a new number to think about this week. Bernstein SocGen Group raised its price target on the cancer-screening company's stock to $200 a share, up from $175. Bernstein also kept its Outperform rating intact. The new price target came less than a day after a ...
UnitedHealth Group, CVS Health and other S&P 500 health insurance giant rallied on Thursday morning after price-target hikes from Morgan Stanley and a UNH upgrade from BofA. The analysts highlighted moderating health care utilization trends and a tailwind to profitability from deploying AI.
Stocks opened higher after a pair of healthy economic reports, with the Dow getting a boost to 50,000 from Cisco’s strong earnings. The Dow was up 0.8%, to trade at 50,080.30. The picture for the U.S. economy is positive, with retail sales coming in healthy and jobless claims showing the labor market continues to hum.
CVS Health’s Aetna was the third-largest provider of Medicare Advantage plans in 2025, behind UnitedHealth Group and Humana.
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