Despite beating Q2 estimates and lifting 2026 guidance, Elevance Health saw margins compress sharply. Core operating margin fell to 3.5% on higher medical costs.
CMS boosts 2027 Medicare payments 2.5%, giving insurers $13B+, keeping plans stable and seniors’ benefits solid. Stocks jump.
Trump's CMS proposes minimal 0.09% Medicare payment increase for 2027, far below Wall Street's 4-6% expectations, while eliminating controversial billing practices.
Over 20 million Americans face sharply higher health insurance costs after the Senate rejected both Republican and Democratic plans to extend expiring Affordable Care Act tax credits.
Health insurance stocks dropped during pre-market trading after President Trump criticized insurers on social media and proposed providing direct subsidies to consumers instead of ACA tax credits.
Molina Healthcare drastically lowered its 2025 profit outlook, blaming unexpectedly high medical costs, especially in its Marketplace (Obamacare) business.
