U.S. Health Insurers Raise EPS Estimates After Strong Q1'26, Higher Medicare Rates

The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates. The Centers for Medicare & Medicaid Services released higher-than-expected 2027 rates for Medicare Advantage plans that are aimed at seniors, assuaging some investor concerns.

Seeking Alpha • 14 hours ago

AI Is Coming for Pharmacy Benefit Managers: Potential Winners and Losers

Pharmacy benefit managers (PBMs) sit at the chokepoint of U.S. drug distribution.

24/7 Wall Street • May 19, 2026

Elevance Health, Inc. (ELV) Shareholder/Analyst Call Prepared Remarks Transcript

Elevance Health, Inc. (ELV) Shareholder/Analyst Call Prepared Remarks Transcript

Seeking Alpha • May 13, 2026

Easing medical costs a positive for health insurers, but real test lies ahead, analysts say

U.S. health insurers' strong first-quarter results signaled more stable medical costs after prolonged pressure, but Wall Street analysts want to see another similar quarter before they are convinced.

Reuters • May 13, 2026

Health Insurers Performing Better But There's Potential Trouble Ahead

Health insurance companies including UnitedHealthcare, CVS Health's Aetna, Centene and Blue Cross and Blue Shield plans owned by Elevance Health are seeing lower costs from patients submitting claims.

Forbes • May 10, 2026

Major health insurers show signs of recovery – but a key test looms

Solid first-quarter results from major insurers like UnitedHealth, Elevance, Cigna and Humana have helped lift investor sentiment, even as insurers continue to grapple with higher medical costs. But analysts caution that insurers have incomplete data on medical costs in the first quarter due to a lag in claims processing, which sets up the second quarter as the real proving ground.

CNBC • May 5, 2026

Elevance Health Advances Efforts to Close Critical Gaps in Mental Health Care

INDIANAPOLIS--(BUSINESS WIRE)--Despite growing awareness, mental health concerns remain difficult to navigate and often lead to avoidable crises, costly emergency room visits, and long-term strain on individuals, families, and an already overburdened healthcare system. With nearly one in five Americans experiencing a diagnosable mental health condition each year, the need for funding and systemic improvement has never been greater. That's why Elevance Health is focused on addressing some of the.

Business Wire • May 4, 2026

This health insurer lost 2 million customers — and made $1.5 Billion anyway. Here's how

Don Lair writes about options income, dividend strategy, and the kind of boring-but-durable investing that actually funds retirement.

24/7 Wall Street • May 4, 2026

Elevance Health Names Best in Class Primary Care Practices in Care Provider Recognition Program

INDIANAPOLIS--(BUSINESS WIRE)--Elevance Health, along with its affiliated health plans, today announced 45 distinguished medical practices and health systems to be honored in its annual Care Provider Recognition Program. The program spotlights the top one percent of primary care providers in Elevance Health's nationwide affiliated health plan network of about 7,200 value-based care and evaluated provider partners. The recognition highlights primary care providers who exhibit excellence in deliv.

Business Wire • May 1, 2026

Elevance Health's Affiliated Health Plans Deliver More Predictable, Lower Healthcare Costs for Small Businesses

INDIANAPOLIS--(BUSINESS WIRE)--As small businesses continue to face rising healthcare costs, Elevance Health's affiliated health plans are delivering solutions that help employers offer competitive benefits, improve health outcomes, and keep costs more affordable and more predictable. Recent research shows small businesses and their employees have experienced healthcare cost increases of 26% over the past five years, underscoring the need for more stable and predictable solutions. Small busines.

Business Wire • Apr 30, 2026