HUM's Star Ratings recovery is set to show early progress, but October's CMS release will test its MA turnaround and path to a 2028 margin target.

UNH's improving medical costs, higher EPS estimates and capital returns support its recovery, but regulatory risks remain.

CVS delivers strong Q2 growth and raises 2026 targets, but Caremark pressures and medical costs are likely to shape its next move.

Elevance Health (ELV) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Pushed to their limits, patients are turning to social media to plead for help getting their medical care covered.

Elevance Health has delivered a 37.6% gain over the past year, yet current valuation checks still lean on the side of the stock looking inexpensive rather than stretched. For investors, that creates a pricing debate around how much of the company’s recent health data partnerships and care model initiatives is already reflected in today’s US$398.22 share price. Over the last 12 months Elevance Health is up 37.6%. This puts recent shareholders in a comfortable spot and raises the bar for what...

Management had named the plan exits, the Medicare margin target and the repricing date before the run began.

Management has raised its full-year earnings outlook twice, and the segment doing most of the lifting is still short of its own target margin.

HUM's HealthStream deal backs 1,000 caregiver scholarships and new tools to improve recruitment and retention in Indiana.

UnitedHealth's lower medical costs are fueling an earnings recovery, but rising commercial costs and 2027 pricing decisions could test its durability.

In the health insurance arena, one company is both the undisputed leader and the most expensive ticket, forcing investors to decide if paying up for quality is a winning strategy.

EHC beats Q2 earnings estimates as higher patient revenues and strong discharge growth drive results, leading the company to raise its 2026 adjusted EPS outlook.

MD posts a Q2 earnings beat as stronger cash collections and a favorable payor mix lift results despite lower volumes.

UnitedHealth's revenue held up; the operating margin on it did not, and closing that gap is the whole upside case.

Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]

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, […]

The company published the arithmetic of its own margin repair, and the first hard proof landed a quarter before the shares started compounding.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

CVS heads into Q2 earnings with estimates pointing to revenue and EPS growth as Aetna initiatives and key business segments support results.

Elevance Health (ELV) recently highlighted an expanded connected cancer care model that uses predictive analytics and dedicated oncology support to coordinate treatment, reduce avoidable complications, and provide more personalized resources across patients’ entire care journeys. See our latest analysis for Elevance Health. Against this backdrop, Elevance Health’s share price is US$375.84, with a year to date share price return of 6.09%. The 1 month share price return is down 9.70%, although...

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.

Gail Boudreaux credits collegiate athletics with helping to shape her leadership style.

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.

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 […]

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

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

Elevance Health (ELV) was Smart Insider's stock pick of the week after Chief Executive Gail Boudreau

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

THC raised its 2026 outlook after Q2 earnings and revenues beat expectations, driven by strong same-facility growth and disciplined expense management.

Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.

The healthcare giant looks expensive on today's numbers, but a patient investor is effectively buying it at a significant discount to that price.

HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.

EW beats Q2 earnings and revenue estimates as strong TAVR demand, and mitral and tricuspid therapy adoption lift results and guidance.

Thermo Fisher beats Q2 earnings and revenue estimates as organic growth and stronger customer activity lift results, sending shares higher in pre-market trading.

Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.

Elevance Health has climbed 42.6% over the past year, yet the broader valuation checks still lean toward the stock looking cheap rather than stretched at current levels. The 42.6% one-year return puts Elevance Health firmly in the group of recent outperformers, raising the question of how much value is already reflected in the price. Recent earnings strength and raised earnings expectations can support the case for higher earnings power over time, while margin pressure and membership...

Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.

Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.

UnitedHealth's stock is flying high after it raised guidance, but on its latest earnings call, analysts zeroed in on an underlying margin divergence running right through the business.

The stock is trading near 52-week highs, but under the surface, commercial segment cost trends are creating headwinds.

Peru's $366,050 purchase expands his direct stake to 10,908 shares, now valued at $4.03 million following the stock's 22% one-year gain.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason — five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.

RSP is beating SPY for the first time in years, but two specific signals will determine whether equal-weight strategies keep their edge or surrender it back to the mega-caps before year end.

Elevance Health CEO Gail Boudreaux makes her first purchase since 2025 as shares slump after second-quarter earnings.

The sticker price on CVS shares looks high, but the real question is what it costs on the earnings expected two years from now.

The health insurer raised its forecast after a solid quarter, but investors focused on the one business so broken it’s forcing a strategic retreat.

Boudreaux's stake now totals ~172,000 directly held shares worth $63.51 million, as Elevance maintains an $80 billion market cap and $5.0 billion in trailing net income.

Your Medicare Advantage plan stays active on paper, but the hospital you have used for decades can quietly vanish from your network before your next appointment, and the protections meant to help you come with conditions most patients never see coming.

Insurance giant UnitedHealth Group (UNH) is out with its second quarter earnings on Thursday, raising its full-year outlook alongside its reported $112 billion in quarterly revenue. The stock has jumped in Thursday trading. Mizuho Americas healthcare equity strategist Jared Holz takes a closer look at the insurer's stock performance and the role Medicare Advantage had in its figures.