Notícias

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.

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.

The stock is trading near 52-week highs, but under the surface, commercial segment cost trends are creating headwinds.

Cigna Group (CI) continues to draw investor attention after recent share moves, with the stock last closing at US$281.45. The company’s mixed return profile over various periods is prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for Cigna Group. Recent trading shows some cooling in momentum for Cigna Group, with the 1 day share price return slipping 0.83% and the 7 day return down 4.09%. The 5 year total shareholder return of 32.51% points to a steadier...

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.

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 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.

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.

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.

Check out the companies making headlines yesterday:

(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.)

Shares of health insurance company Cigna (NYSE:CI) jumped 3.5% in the afternoon session after analyst firm Bernstein raised its price target on the stock to $381 from $371, citing a positive outlook. Bernstein maintained its "Outperform" rating on Cigna.

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.

The health care giant sent a torrent of cash to its owners, but the stock itself told a very different story about the last five years.

Cigna is scheduled to post its second-quarter results later this month, and analysts project a single-digit earnings growth.

The healthcare giant looks expensive at a glance, but a patient investor is effectively buying its future earnings at a significant discount.

UnitedHealth is prioritizing profitability over rapid growth as improving margins, stronger earnings and Optum expansion aim to support a long-term turnaround.

Before the stock surged, management laid out a turnaround plan for its Aetna unit that was so explicit, they practically put a price tag on it.

The Cigna Group (NYSE:CI) has been removed from several major Russell equity indices, including the Russell 1000 Growth and Russell 3000 Growth. The index changes affect Cigna’s inclusion in a suite of widely referenced benchmarks used by many institutional and passive investors. These adjustments can influence portfolio rebalancing, fund flows, and the visibility of Cigna’s stock, separate from its business operations. Cigna Group is a large health services company with a focus on medical...

Cigna Group stock has delivered a 34.3% gain over the past 5 years, yet the shares have fallen 8.0% over the last year and still screen as cheap on the latest valuation checks. That mix of solid long term returns, recent share price weakness, and a high value score sets up a clear question about whether the current price around US$287.77 fairly reflects the business today. Over 5 years, Cigna Group has returned 34.3%, which points to a business that has rewarded patient shareholders even...

On 1 July 2026, Evernorth, The Cigna Group’s health services division, launched Pharmacy Forward, a US$100 million AI-powered program to streamline specialty pharmacy care through Accredo, aiming to accelerate prescription processing, improve adherence, and cut clinician documentation time. The program is intended to generate about US$0.40 billion in value by 2028 while using AI to halve time-to-medication and place 90% of patients within a one-day or same-day shipping radius. We’ll now...

While Wall Street fixated on a gloomy forecast, the company was making a painful but telling choice that hinted at the turnaround to come.

Cigna's Evernorth launched AI-powered Pharmacy Forward to speed up specialty prescriptions, cut delays and boost efficiency with a $100M investment.

Personal health and wellness is one of the many secular tailwinds for healthcare companies. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 12.9% over the past six months, topping the S&P 500 by 6.8 percentage points.

CI is evolving beyond traditional insurance, using AI, specialty pharmacy and healthcare services to drive growth and sharpen its business focus.

Looking back on health insurance providers stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Cigna (NYSE:CI) and its peers.