New Earnings Show the Healthcare Sector Has a Pulse

Tuesday, October 13, turned out to be a very interesting day for the healthcare sector. This is because UnitedHealth Group and Johnson & Johnson reported their Q3 2026 earnings results.

ETF Trends • a day ago

Big pharma stocks near all-time highs as tech selloff pushes investors toward safer bets

Shares of AbbVie, Eli Lilly and Gilead Sciences are trading at or near record highs.

Market Watch • 17 hours ago

Why Healthcare Stocks Are Hot When the AI Trade Runs Cold

Healthcare—particularly equipment and services and pharmaceuticals—offers investors diversification from AI, according to one report.

Barrons • 17 hours ago

Bet on These Healthcare ETFs to Benefit From the Aging US Population

With the US population aging rapidly, three healthcare ETFs offer exposure to companies developing treatments, drugs and medical devices for age-related conditions.

Zacks Investment Research • Oct 14, 2026

From Laggard to Leader: The Surprising Comeback of Healthcare

Healthcare stocks have finally stepped back into the spotlight. After spending much of the past several years in the shadow of technology and AI, the sector has quietly emerged as one of the year's more compelling comeback stories.

ETF Trends • Oct 13, 2026

ValuEngine Weekly Commentary: Sector And ETF Performance

U.S. equity markets were mixed this week, with technology and growth-related areas leading, while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF rose 3.24%, and the S&P 500 ETF gained 1.29%, supported by strong performance in Technology, Communication Services, Health Care, and Industrials.

Seeking Alpha • Sep 29, 2026

XLV vs IBB: How Healthcare Diversification Compares to Biotech Concentration

XLV offers a significantly lower expense ratio and a higher dividend yield compared to IBB. IBB has delivered higher one-year returns but carries substantially higher volatility and a deeper historical drawdown.

The Motley Fool • Sep 24, 2026

XLV vs. PJP: How Broad Healthcare Diversification Stacks Up to Pharma Stocks

The State Street Health Care Select Sector SPDR ETF (XLV) offers significantly lower ownership costs, with an expense ratio of 0.08% compared to 0.58% for the Invesco Pharmaceuticals ETF (PJP). PJP provides concentrated exposure to 28 pharmaceutical stocks, while XLV holds 61 diversified healthcare companies.

The Motley Fool • Sep 23, 2026

5 Undervalued Oncology Stocks Wall Street Is Overlooking

Oncology spending is projected to reach $441 billion by 2029, but market growth is expected to slow as established therapies face generic and biosimilar competition. Several oncology blockbusters are also approaching loss of exclusivity, including Pfizer's Ibrance in 2027–2028 and Bristol Myers Squibb's Opdivo in 2028–2030. Overall, the oncology rally has been broad, but I believe several underappreciated companies still offer meaningful upside.

Seeking Alpha • Sep 18, 2026

Midterms Won't Settle Washington's Volatility

Political volatility should stay elevated even after Democrats retake the House this November, State Street Investment Management said. Republicans are still expected to hold the Senate, leaving little room for sweeping legislation.

ETF Trends • Sep 16, 2026