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Humana, UnitedHealth trim Medicare Advantage on rising costs
Yahoo Finance Video1d agoneutralVIDEO
Humana, UnitedHealth trim Medicare Advantage on rising costs

Yahoo Finance Senior Columnist Kerry Hannon explains that major health insurers like Humana (HUM) and UnitedHealth Group (UNH) are dropping hundreds of thousands of Medicare Advantage members to protect profit margins as rising utilization drives up costs.

Mangione Admits to Killing Healthcare CEO Brian Thompson
Bloomberg1d agoneutralVIDEO
Mangione Admits to Killing Healthcare CEO Brian Thompson

Luigi Mangione pleaded guilty to federal stalking charges related to the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson. Mangione admitted on Friday in New York federal court that he shot and killed Thompson on Dec. 4, 2024. He faces life in prison. Mangione's attorney, Karen Friedman Agnifilo, US Attorney for the Southern District Jamie McDonald and NYPD Police Commissioner Jessica Tisch all spoke outside the court.

Is Dividend Hike And Medicare Exit Strategy Altering The Investment Case For UnitedHealth Group (UNH)?
Simply Wall St.1d agoneutral
Is Dividend Hike And Medicare Exit Strategy Altering The Investment Case For UnitedHealth Group (UNH)?

In August 2026, UnitedHealth Group’s board authorized a cash dividend of US$2.32 per share, paid on September 22, 2026, to shareholders of record as of September 14, 2026, while also outlining further exits from certain Medicare Advantage plans and updated margin expectations. These moves, alongside earnings supported by lower medical costs and a higher 2026 adjusted EPS outlook, highlight how management is reshaping its Medicare footprint and capital returns policy in response to evolving...

Mangione Pleads Guilty in US Case Over Healthcare CEO Killing
Bloomberg1d agoneutralVIDEO
Mangione Pleads Guilty in US Case Over Healthcare CEO Killing

Luigi Mangione pleaded guilty to federal stalking charges related to the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson. He faces a maximum sentence of life in prison. This happened in New York federal court Friday morning. Mangione also faces charges in New York state court. June Grasso of Bloomberg Law is following the breaking news on Bloomberg Radio and has more.

Is UnitedHealth's Margin Going Back To What It Was?
Trefis4d agoneutral
Is UnitedHealth's Margin Going Back To What It Was?

UnitedHealth's operating margin has dropped well below its own long-run level, and by the company's own account the repair in its commercial business is a multi-year job rather than a finished one.

Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal4d agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

UnitedHealth (UNH) Commits $4M to Tennessee Health Hub Expansion
Insider Monkey6d agoneutral
UnitedHealth (UNH) Commits $4M to Tennessee Health Hub Expansion

On July 29, UnitedHealth Group (NYSE:UNH) announced a $4 million commitment, funded through the United Health Foundation, to expand the University of Tennessee Health Sciences’ health hub network from 5 locations to 13 across the state by the end of 2027, a buildout expected to reach 200,000 Tennessee residents. It’s a modest sum for a […]

UnitedHealth Group (UNH) Leans On Optum And Medicare Advantage, Is The Stock Already Pricey?
Simply Wall St.6d agoneutral
UnitedHealth Group (UNH) Leans On Optum And Medicare Advantage, Is The Stock Already Pricey?

UnitedHealth Group (UNH) is back in focus after fresh attention on its Medicare Advantage and Optum Health businesses, which are helping offset pressure in commercial insurance and shaping how investors interpret the stock’s recent moves. See our latest analysis for UnitedHealth Group. Over the past year, UnitedHealth Group’s stock has combined a 21.01% year to date share price return with a 66.60% 1 year total shareholder return. The recent 1 month share price return of 4.13% and 7 day share...

CVS Health Q2 Earnings Call Highlights
MarketBeat9d agoneutral
CVS Health Q2 Earnings Call Highlights

CVS Health (NYSE:CVS) reported second-quarter results that exceeded its expectations, citing earnings growth across all operating segments and raising its full-year outlook for adjusted earnings per share and operating cash flow. Chair and Chief Executive Officer David Joyner said the company gener

Could UnitedHealth Group (UNH) See Substantial Upside as Medicare Profits Recover?
Insider Monkey10d agoneutral
Could UnitedHealth Group (UNH) See Substantial Upside as Medicare Profits Recover?

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]