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.
Evercore ISI initiates UnitedHealth with an Outperform rating and a $400 price target, citing a successful turnaround and long-term growth potential.
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.
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.
