Actualités

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 healthcare giant posts better-than-expected second-quarter earnings and hikes its full-year guidance.

Skittish investors pushed Elevance shares down, as they focused on worries about its Medicaid business. CEO Gail Boudreaux said the insurer’s Medicaid results were roughly what it expected, but the company is leaving the District of Columbia’s Medicaid market and plans to exit others over the next year to 18 months.

Elevance Health topped Q2 earnings estimates Wednesday, despite falling medical membership, but profit was boosted by one-time "below-the-line" factors and the full-year outlook was underwhelming. ELV stock tumbled, making it among the S&P 500's early laggards. Molina Healthcare, another S&P 500 managed care stock, joined Elevance among the biggest laggards performers in pre-market trading.

Investing.com -- Elevance Health’s Health Benefits operating profit collapsed in the second quarter of 2026, igniting a broad premarket selloff across the managed-care sector even as the insurer’s headline earnings handily beat estimates and full-year guidance was lifted.

Elevance Health is breaking the Medicare Advantage curse, and the insurer’s earnings could show it on Wednesday. Health insurer stocks have rallied this year after a tough run of rising medical costs that hampered earnings in 2024 and 2025. The results come just a day ahead of the monster of the industry, UnitedHealth Group Wall Street will be watching to see if these two companies can keep the momentum going.

Chevron's long-term growth drivers face regulatory, geopolitical and valuation hurdles, prompting a cautious stance despite solid operational strengths.

CNC stock's 66% rally reflects improving margins, stronger cash flow and renewed earnings growth, but can the turnaround keep gaining momentum?

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Select Fund”. A copy of the letter can be downloaded here. Oakmark Select Fund is a non-diversified fund that aims to deliver capital appreciation by investing in mid- and large-cap US companies. In the quarter, the Fund (investor class) trailed the S&P 500 […]

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.

Centene stock has more than doubled over the past year, yet the valuation checks still lean on the cheap side. This raises a clear question about whether the recent share price strength has fully reflected the current fundamentals. Over the past 12 months, Centene has returned 114.2%, which puts recent enthusiasm for the stock squarely in focus for anyone thinking about valuation today. Contract wins in Medicaid managed care can support confidence in the durability of Centene’s cash flows...

Index moves put Centene’s growth profile in focus Centene (CNC) has been dropped from Russell’s defensive and value defensive indexes and added to several growth benchmarks, a reshuffle that changes how many index funds and style focused investors may view the stock. See our latest analysis for Centene. At a share price of $67.35, Centene’s 90 day share price return of 80.56% and 1 year total shareholder return of 114.22% point to strong momentum. However, the 5 year total shareholder return...

Centene secures a four-year Illinois Medicaid contract renewal, preserving a key membership base and reinforcing long-term revenue stability.

Private-equity firm Warburg Pincus is near a deal to buy specialty-pharmacy company PantheRx Rare for over $7 billion, including debt, according to people familiar with the matter. PantheRx Rare is owned by an investor consortium that includes private-equity firm General Atlantic. A deal could come together soon, the people said, cautioning that nothing is finalized and the timing could still slip.

In late June 2026, Centene’s Illinois subsidiary Meridian Health Plan of Illinois secured a four‑year renewal to continue serving the HealthChoice Illinois Medicaid managed care program from 2027 to 2030, while Centene was also reclassified into several Russell growth benchmarks and removed from certain defensive and value‑defensive indexes. This combination of a large Medicaid contract renewal in a key state and index moves toward growth benchmarks highlights Centene’s evolving profile as...

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.

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

CNC is turning operational improvements into margin gains, with stronger cost controls and AI-driven tools supporting profitability. Can the momentum continue?

UnitedHealth plans to invest nearly $1.5B in AI for 2026, expanding automation, digital tools and software platforms to drive growth beyond traditional cost savings.

ARHOME represents a small portion of Centene’s overall membership and premiums. But the exit represents how insurers are rejigging their businesses in advance of Medicaid work requirements, one analyst said.

Insurers want to do the same next year. “It is a stunning jump” when you add both years together, said Cynthia Cox, senior vice president at KFF, a health-research nonprofit. At the request of The Wall Street Journal, KFF analyzed the rate requests for the largest ACA plans by enrollment in 15 states where insurers’ 2027 filings have already become public, as well as the District of Columbia.

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

CNC expands AI-driven fraud prevention and payment integrity to improve Medicaid margins, boost cost controls and support long-term earnings growth.

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

Centene is set to announce its second-quarter earnings next month, and Wall Street expects a high triple-digit surge in its profits.

CNC's integrated healthcare model, AI-driven operations and improving Medicaid margins are strengthening earnings as the company raises 2026 EPS guidance.

Baird said the outcomes from the final 2025 healthcare exchange risk adjustment transfers support Centene’s prior Q4 commentary and align directionally with Oscar’s comments at a June investor conference.

Centene Corporation (NYSE:CNC) is one of billionaire Cliff Asness’ top 10 healthcare stock picks. On June 23, RBC Capital analyst Ben Hendrix initiated coverage of Centene Corporation (NYSE:CNC) with a Sector Perform rating and a price target of $70. Hendrix acknowledged that Centene entered 2026 showing clear early signs of a recovery, which is a […]

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.