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.
UnitedHealth Group exceeds Q3 earnings estimates and increases 2025 profit outlook, signaling recovery after earlier financial struggles and management shakeup under returning CEO Stephen Hemsley.
Molina Healthcare drastically lowered its 2025 profit outlook, blaming unexpectedly high medical costs, especially in its Marketplace (Obamacare) business.
Centene's shares jumped! They confirmed profit goals, got good Medicare ratings, & saw better Medicaid costs. This signals a positive turnaround for the health insurer, easing investor worries.
UnitedHealth is meeting investors Sept 8-10. They're reaffirming 2025 adjusted EPS (at least $16.00), even with Amedisys acquisition costs making it dilutive. They also expect 78% of Medicare Advantage members to be in 4-star or higher plans, eligible for 2027 bonuses.
