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What Should CVS Stock Investors Be Watching Now?
Trefis7h agoneutral
What Should CVS Stock Investors Be Watching Now?

If you own CVS Health (CVS), the primary focus shifts from 2026 execution toward potential headwind variables heading into 2027. Management raised its 2026 earnings outlook on its fiscal Q2 2026 call in August. It also gave an early read on 2027, a quarter sooner than usual. One warning in that read came with no number. Over the past three months, the shares lost 15.2%, while the S&P 500 gained 5.0%. What is the 2027 problem CVS would not put a number on.

UnitedHealth names first chief administrative officer
Healthcare Dive10h agoneutral
UnitedHealth names first chief administrative officer

Jodee Kozlak, a veteran of major multinational corporations, will join UnitedHealth this coming Monday to modernize and align the healthcare behemoth’s operations across its various businesses.

UnitedHealth: Inside the $942 Million Industry Problem Squeezing Its Margins
TIKR12h agoneutral
UnitedHealth: Inside the $942 Million Industry Problem Squeezing Its Margins

Key TakeawaysUnitedHealth’s commercial segment cost trend ran modestly above 11% in the first half of 2026, with roughly 100 basis points tied to arbitration abuse and provider coding intensity, the same billing dynamic a new Blue Cross Blue Shield Association study says cost insurers $942 million industry wide over two years. Management pushed commercial margin recovery past 2027, a full year later than planned, even as the consolidated medical care ratio improved to 86.

Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Podcast
Exec Edge1d agoneutral
Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Podcast

By Exec Edge Editorial Staff Health insurance premiums have climbed for years. Deductibles have climbed right along with them. Yet a growing number of American households are choosing neither, opting instead for a decades-old alternative, which is not health insurance, built around monthly contributions and community values. “People are clearly paying high premiums now,” Liberty […] The post Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Pod

Did UnitedHealth Name The Fix Before Its Stock Ran?
Trefis1d agoneutral
Did UnitedHealth Name The Fix Before Its Stock Ran?

UnitedHealth Group (UNH) stock has risen about 40% since late March 2026, against close to 19% for the S&P 500. Read cold, that looks like a recovery nobody could have timed. It was not hidden. The company had said plainly, months before the shares turned, that it would give up members to rebuild margin.

UnitedHealth Group (UNH) Stock Trades At A Discount Despite A 21% Slide
Simply Wall St.1d agoneutral
UnitedHealth Group (UNH) Stock Trades At A Discount Despite A 21% Slide

UnitedHealth Group has seen its share price deliver mixed results in recent years, with shorter term gains sitting alongside a longer multi year decline. That uneven share price path puts the spotlight on a simple question for investors who follow UnitedHealth Group stock: whether the current valuation is backed up by its earnings power. Over the past 3 years the stock has declined 21.4%, which puts more weight on whether the earnings profile justifies where the shares trade today. Recent...

Can UNH Stock Keep Growing Earnings While Its Sales Stall?
Trefis2d agoneutral
Can UNH Stock Keep Growing Earnings While Its Sales Stall?

UnitedHealth (UNH) has turned its profits around. Operating earnings rose 55% in the second quarter of 2026, and management raised its full-year adjusted earnings guide to $19.50 to $20 a share. Revenue, though, has nearly stopped growing. So the rest of the recovery rests on something the company only partly controls: the medical bills of the people it insures.

3 Health Care Stocks Built For Higher Rates
Simply Wall St.7d agoneutral
3 Health Care Stocks Built For Higher Rates

When the Federal Reserve lifts rates and signals they may stay elevated for years, the easy-growth playbook breaks. Cash flows today matter more than promises tomorrow, and investors start to care a lot about balance sheet strength, pricing power and dependable dividends. This article walks through three large cap quality defensive stocks that screen well under those rules and explains how the latest Fed move could affect each one. The three stocks below are a sample of what this quality...

The One Cost Line UnitedHealth Stock Has Not Caught Up To Yet
Trefis8d agoneutral
The One Cost Line UnitedHealth Stock Has Not Caught Up To Yet

UnitedHealth's repair job is going to plan almost everywhere. The exception is the cost of its commercial health plans, where medical costs are running modestly above the 11% the company had been expecting. Medicare costs are coming in below what it planned for 2026, and Medicaid cost trend is in line, though management expects Medicaid margins to stay pressured for 2026. That cost divergence is what a holder should watch.

3 Healthcare Stocks for 3 Stages of Life
MarketBeat9d agoneutral
3 Healthcare Stocks for 3 Stages of Life

Healthcare stocks Eli Lilly, UnitedHealth Group, and Johnson & Johnson offer options for investors of different ages, combining growth potential, turnaround momentum, and reliable dividends.

How UnitedHealth (UNH) Leads the AI Revolution in the Insurance Industry
Insider Monkey9d agoneutral
How UnitedHealth (UNH) Leads the AI Revolution in the Insurance Industry

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

GuruFocus.com10d agoneutral
UnitedHealth Group Inc's Dividend Analysis

UnitedHealth Group Inc (NYSE:UNH) recently announced a total dividend of $2.32 per share, with the ex-dividend date set for 2026-09-14. This amount consists of $2.32 per share in cash dividends, payable on 2026-09-22. Investors should note that the ex-dividend date of 2026-09-14 means shareholders must own the stock before that date to qualify for the payment.

3 Profitable Stocks to Keep an Eye On
StockStory12d agoneutral
3 Profitable Stocks to Keep an Eye On

Profitability is a key measure of business strength. Companies with high margins have proven they can generate consistent earnings while maintaining financial discipline.