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The core narrative surrounding UnitedHealth Group (UNH) is dominated by its successful margin recovery, yet the underlying data reveal a shift from a growth compounder to a vulnerable margin defender. The defining insight is not the massive bottom-line beat of a $6.38 adjusted earnings per share against a $4.94 consensus estimate. Rather, it is the deliberate contraction of the core membership base to support margins in the face of significant regulatory headwinds.

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.

Aetna president Steve Nelson chats with Yahoo Finance's Julie Hyman about the impact of GLP-1 weight-loss drugs on health insurers.

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.

Elevance Health beats Q2 EPS and revenue estimates, raises 2026 adjusted EPS outlook despite lower earnings, softer membership and higher expenses.

Based on the average brokerage recommendation (ABR), CVS Health (CVS) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

CVS Health (CVS) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

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.

Since its obesity pill Foundayo hit the market in April, Lilly has captured about 11% of the prescription volume for new pills, according to the latest weekly data. Novo Nordisk’s Wegovy pill, which launched in January, commands the rest. It is a remarkable turn of events for the near $80 billion anti-obesity market, among the hottest in the industry.

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.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. CVS Health Corporation (NYSE:CVS) is one of the stocks discussed by Jim Cramer. Healthcare insurance provider and pharmacy firm CVS Health Corporation (NYSE:CVS) is another favorite Jim Cramer stock. The shares are up by 61% over the past year and […]

(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.)

Dividend affirmation and GLP-1 expansion set the tone CVS Health (CVS) recently affirmed a quarterly dividend of $0.665 per share and expanded its GLP-1 support programs across pharmacies, MinuteClinic, and virtual channels, giving investors fresh information on both income and operations. See our latest analysis for CVS Health. Recent news around the dividend and GLP-1 expansion has arrived alongside strong share price momentum, with CVS Health’s 90-day share price return of 36.43% and...

Terms of the deal announced Tuesday are very similar to those the FTC reached with Express Scripts earlier this year, including requiring the PBM to stop preferring higher cost versions of drugs on standard formularies.

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.

Humana targets a 3% Medicare Advantage margin by 2028 while pursuing 25% 2026 membership growth and rebuilding profitability despite industry headwinds.

CVS Health Corporation (NYSE:CVS) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Noting that healthcare stocks have been out of favor for some time, a caller asked if the stock is a buy, sell, or hold. Cramer stated: It’s a […]

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.

You don't need to predict a recession to prepare your portfolio. These two stocks can help.

BKD's Q2 weighted average occupancy rises to 82.4% as steady resident demand and RevPAR growth expectations set the stage for its upcoming earnings.

CVS Health is scheduled to post its second-quarter results in August, and analysts project a single-digit earnings rise.

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.

Plus, two hotel management companies merged, and a real estate investment firm nabbed an eight-property portfolio.

The settlement could be the end of a long legal saga for Omnicare, which filed for bankruptcy last year after a judge ordered the company to pay nearly $950 million for fraudulently billing government health programs.

Choice Hotels International (NYSE:CHH) has appointed Ali Keshavarz, CVS Health's President and Chief Data & Analytics Officer, to its Board. The company is also undergoing changes across several indices, including removals from certain value and small or mid cap benchmarks. At the same time, Choice Hotels has been added to the Russell 1000 Dynamic Index. Choice Hotels International enters this news cycle with its stock trading at $109.61 and a mixed return profile. The shares are up 14.1%...

In the closing of the recent trading day, CVS Health (CVS) stood at $102.81, denoting a -1.59% move from the preceding trading day.

Jim Cramer used his July 9, 2026 CNBC Stop Trading segment to plant a flag on managed care, framing CVS Health (NYSE:CVS) as the consolidation winner in a sector where insurers are finally getting paid for the risks they underwrite. RBC raised its price target on CVS Health, and Cramer connected that call to a ... Jim Cramer: “The Real Bull Market” Is Happening in Health Insurance. CVS Is One of the Biggest Winners as Walgreens “Basically Disappears”

David Joyner’s assurances, which come about a month before CVS is scheduled to report its second quarter results, will likely be welcomed by investors wary after a difficult few years for insurers.