Investing In Health Stocks - How Policy Clarity Is Opening Doors

The healthcare sector has experienced one of its most significant de-ratings in 35 years, with valuations now at a 30% discount to the broader market. Healthcare trades at historical valuation discounts across multiple metrics.

Seeking Alpha • Nov 11, 2025

Should You Invest in the iShares U.S. Medical Devices ETF (IHI)?

Looking for broad exposure to the Healthcare - Medical Devices segment of the equity market? You should consider the iShares U.S. Medical Devices ETF (IHI), a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Oct 21, 2025

IHI: Medical Device ETF Continues To Lag, No Momentum In Sight

iShares U.S. Medical Devices ETF continues to underperform the S&P 500, hitting multi-year relative lows since 2012. IHI's valuation remains elevated with a P/E above 25x and a high PEG ratio, while earnings growth is modest at 9.6%. The ETF is highly concentrated, with its top 10 holdings comprising over 75% of the portfolio and a persistently low dividend yield.

Seeking Alpha • Sep 18, 2025

IHI: Strong Industry Trends, But Valuation Too High

iShares U.S. Medical Devices ETF offers targeted exposure to U.S. medical device leaders, benefiting from demographic shifts and innovation, but is highly concentrated in top holdings. Current valuation metrics (P/E 31x, P/B 4.6x) are too high; I recommend holding and waiting for a price drop before buying. Industry growth is fueled by an aging population and technological advances like AI and 3D printing, supporting a strong long-term outlook.

Seeking Alpha • Jul 7, 2025

Sector ETFs Likely to Gain on May Inflation Data

Muted inflation in May keeps rate cuts on hold, spotlighting sector ETFs like XLK, IHI, EATZ, and XLRE for potential gains.

Zacks Investment Research • Jun 12, 2025

Healthcare Sector Checkup As U.S. Looks To Change Regulations

Outlook for pharma sector as Trump pushes for regulatory changes. The impact of tariffs on drugmakers.

Seeking Alpha • May 30, 2025

IHI Raw Analysis: No Active Return In Sight

IHI's strategy provides exposure to the medical devices industry via a representative index sampling method. Here, I illustrate the fund has added zero risk-adjusted active return above the SPY these past 5 years. For those seeking to deviate from the benchmark and get bang for their buck, my recommendation is to avoid IHI for now.

Seeking Alpha • Mar 21, 2025

Healthcare Stocks Avoid Tariff Damage. There Are Other Problems.

The threat of cuts to Medicaid, plus uncertainty over what the confirmation of Robert F. Kennedy Jr. to lead the U.S. health bureaucracy will mean for the sector, have weighed on the stocks.

Barrons • Mar 4, 2025

Seeking Stocks With Vitality In The Volatile Healthcare Sector

Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. any investors are now asking: how will the policy changes under a new US administration affect healthcare companies?

Seeking Alpha • Feb 25, 2025

Health care bounce is starting to brew, says Strategas' Chris Verrone

Chris Verrone, Strategas head of technical and macro research, joins 'Closing Bell' to discuss the bullish technical signs he's seeing.

CNBC Television • Jan 23, 2025