We came across a bullish thesis on UnitedHealth Group Incorporated on Global Equity Briefing’s Substack by Ray Myers. In this article, we will summarize the bulls’ thesis on UNH. UnitedHealth Group Incorporated's share was trading at $353.72 as of October 2nd. UNH’s trailing and forward P/E were 15.31 and 20.08 respectively according to Yahoo Finance. 89Bio (ETNB) Soars 86 Percent to Historic High on $3.5-Billion Roche Merger Jirsak/Shutterstock.com UnitedHealth Group (UNH), with a market capitalization ...

U.S. employers and workers are being squeezed by the steepest run-up in health insurance costs in years, with average family premiums nearing $26,993 in 2025 and pressure building for even sharper increases in 2026, according to a recent KFF survey. The near-term outlook points to renewed cost shifting to employees, tighter coverage for pricey drugs like GLP‑1s, and a louder policy debate over price growth—without an obvious, scalable fix in sight. The new premium reality KFF, a health research group, r ...

MIAMI--(BUSINESS WIRE)--CarePlus announces Medicare Advantage plan offerings for 2026. ...

Key Takeaways UnitedHealths diversification drives stability, but margins face strain from rising medical costs.Humana's benefit ratio improvement and CenterWell growth highlight stronger cost control.Humana trades at a discount to UnitedHealth, with higher earnings growth and rebound potential.In the ever-evolving health insurance landscape, UnitedHealth Group Incorporated (UNH) and Humana Inc. (HUM) stand as two dominant forces. Both companies have built resilient business models rooted in Medicare Advant ...

行业表现 - 医疗保健行业在最近几个月遭受巨大冲击 [1] - 医疗费用比率全面飙升 [1] - 尽管大多数公司收入增长稳健 但盈利大幅下降 [1]

The health care sector has taken an enormous pounding in the last few months, which few active investors missed. Medical expense ratios skyrocketed across the board, leading to much lower earnings, despite solid revenue growth in most companies. EPSHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from t ...

年度保费变化 - 2025年美国家庭由雇主赞助的健康保险年度保费上涨6%至近27,000美元 [1] 保费上涨驱动因素 - 保费上涨反映在热门减肥疗法和其他处方药上的支出增加 [1]

NEW YORK, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Molina Healthcare, Inc. (NYSE: MOH) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Molina, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/molina-healthcare-inc-class-action. Investors have until December 2, 2025, to ask the Court to be appoin ...

Valued at a market cap of $34.2 billion, Humana Inc. (HUM) is an integrated health and well-being company, primarily focused on providing managed care services through its extensive health insurance offerings. The Louisville, Kentucky-based company leverages data analytics and integrated care delivery to improve patient outcomes, enhance member experience, and reduce healthcare costs. It is scheduled to announce its fiscal Q3 earnings for 2025 before the market opens on Wednesday, Nov. 5. Ahead of this ev ...

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Centene Corporation (NYSE: CNC ) is, like many other health insurance stocks, suffering from high costs right now. The outlook for the current year and for the third quarter, for which Centene will report earnings results soon (He is ...