Notícias

UNH's diversified platform, AI expansion and Optum momentum strengthen its long-term outlook, making it the stronger managed care pick over CNC.

Millions of Medicare Advantage members will open a letter this fall that could quietly close doors they assume will always stay open. What insurers have already decided for 2027 and what enrollees do next could cost thousands of dollars or make coverage impossible to find.

The lever behind UnitedHealth stock's climb was a Medicare Advantage repricing management had described months before the run began, and the hard part was believing a plan whose author had just been wrong.

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?

These two stocks have been among the brighter spots for the company so far this year.

TDOC tops adjusted earnings estimates despite a revenue miss, as Integrated Care and international growth help cushion BetterHelp weakness and a lower 2026 outlook.

Ensign Group beats Q2 earnings and raises its 2026 outlook as higher occupancy, patient days and acquired facilities drive revenue growth.

UnitedHealth Group has seen its analyst fair value estimate move from $424.23 to $475.23, a shift of about 12% in the underlying price target framework. Recent research attributes this change to Q2 earnings, updates around Medicare Advantage and Optum Health, and refreshed 2026 earnings models. These are cited as key reasons many analysts are resetting their targets higher while still flagging risks around commercial trends, Medicaid, and ongoing regulatory scrutiny. In the sections that...

The Centers for Medicare & Medicaid Services (CMS) announced Tuesday it will end the Medicare Part D Premium Stabilization Demonstration after the 2026 plan year, ending a federal subsidy program that has helped keep prescription drug premiums lower and could...

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

Five Below delivered strong sales growth and raised guidance, while Whirlpool faced weakening demand and falling estimates as contrasting outlooks shaped the latest analysis.

Cigna increased its 2026 earnings outlook following the second quarter, unbothered by inflated costs for surprise billing dispute resolutions reported by its peer UnitedHealth.

Humana (NYSE:HUM) said its 2026 performance is tracking in line with expectations, with management emphasizing planned Medicare Advantage margin expansion in 2027, progress in its Stars program and continued operating-cost reductions as key components of its path toward a sustainable pretax margin o

ENI (NYSE:E) reported sharply higher second-quarter and first-half results, citing upstream production growth, favorable market conditions and stronger contributions from its gas, low-carbon and refining-related businesses. Chief Executive Officer Claudio Descalzi said second-quarter pro forma EBIT

Healthcare stocks were lower late Wednesday afternoon, with the NYSE Healthcare Index down 0.3% and

Healthcare stocks were slightly lower Wednesday afternoon, with the NYSE Healthcare Index down 0.1%

UNH's improving cost control, lower medical costs and higher 2026 outlook are boosting confidence as its profitability recovery gains traction.

HUM's Q2 earnings top estimates as medical membership growth, premium gains and CenterWell strength lift results despite higher costs.

Humana’s shares dipped in morning trading after its results compared unfavorably with other insurers’ performance this quarter The Medicare-focused insurer modestly beat analysts’ profit projections, offered reassurance on medical cost trends and left guidance unchanged on an adjusted basis.

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.

ACHC beats Q2 earnings and revenue estimates as admissions rise and residential treatment grow, prompting higher 2026 guidance despite profit pressure.

MMM, TRV and UNH posted strong Q2 results, with higher guidance, investment strength and growth drivers supporting their 2026 outlooks.

UnitedHealth Group reported past second-quarter 2026 results with revenue of US$112.03 billion and net income of US$5.48 billion, alongside continued share repurchases. The earnings jump, profit outlook increase, and long-running buyback program highlight how cost controls and capital returns are shaping UnitedHealth’s business profile. We’ll now explore how UnitedHealth’s stronger-than-expected profit performance and higher full-year outlook might influence its longer-term investment...

The conglomerate likely lost money on the investment, which has rallied in recent months.

Program that held down premiums won’t be renewed for 2027, resulting in higher costs for some seniors.

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.

Humana reports earnings Wednesday after its stock surged this year on improving confidence in Medicare Advantage insurers. Investors will be watching medical costs and the company’s outlook.

These stocks are all up more than 28% this year.

CNC's Q2 earnings and revenues top estimates as stronger premium and service revenues drive results despite lower membership and higher medical costs.

UHS tops Q2 earnings and revenue estimates as Acute Care and Behavioral Health growth lifts results, even as higher costs weigh on operations.