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Health Insurance News 6 October 2025 - 10 November 2025

Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Market snapshot As of 14:48 UTC on Nov. 10, CNC traded at $33.91 (intraday range $33.64–$36.09). Why CNC is under pressure today In posts over the weekend, President Donald Trump called for redirecting “hundreds of billions” in ACA subsidy funds directly to consumers, rather than to insurers. By early Monday, managed-care stocks with ACA exposure, including Centene, were lower in premarket trading. Reuters notes the comments land amid a 40‑day federal government shutdown and renewed debate over enhanced ACA subsidies set to expire Dec. 31, a program that has helped double ACA enrollment to ~24 million since 2021. Reuters Company
10 November 2025
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Oscar Health (OSCR) launches 2026 South Florida plans, adds ‘HelloMeno’; stock in focus — Nov. 10, 2025

Oscar Health (OSCR) launches 2026 South Florida plans, adds ‘HelloMeno’; stock in focus — Nov. 10, 2025

Oscar Health, Inc. (NYSE: OSCR) announced new individual-market plans for South Florida ahead of the 2026 Open Enrollment window and spotlighted HelloMeno, a menopause-focused offering it and partner Elektra Health describe as the first plan of its kind in the individual market. The rollout lands as Washington headlines around ACA premium tax credits pressure managed-care shares broadly; investors are watching OSCR’s intraday action closely. Business Wire+2PR Newswire+2 Key takeaways What Oscar announced today Oscar said it will offer new, affordable individual‑market plans across South Florida for plan year 2026, with options available in Miami‑Dade, Broward, Palm Beach, Martin, and St.
10 November 2025
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Oscar Health (OSCR) Q3 2025: ~$3.0B Revenue, EPS Beats, 2025 Guidance Reaffirmed; Balance Sheet Simplified via Note Exchange — Nov. 6, 2025

Oscar Health (OSCR) Q3 2025: ~$3.0B Revenue, EPS Beats, 2025 Guidance Reaffirmed; Balance Sheet Simplified via Note Exchange — Nov. 6, 2025

What happened in Q3 Oscar Health reported third‑quarter revenue of $2,985,984,000 (in thousands), up from $2,423,482,000 a year ago—about 23% YoY growth, driven largely by higher membership. The medical loss ratio (MLR) increased to 88.5% (from 84.6%), which the company tied to a $130M net risk‑adjustment transfer accrual reflecting higher average market morbidity; this was partly offset by $84M of favorable prior‑period development and $22M favorable intra‑year development. The SG&A expense ratio improved to 17.5% (from 19.0%), reflecting cost discipline and fixed‑cost leverage. Business Wire On the bottom line, Oscar posted a net loss of $137.5M (–$0.53/share) versus a $54.6M
6 November 2025
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Humana (HUM) Stock on Nov 5, 2025: Earnings Beat, Outlook Trimmed – Full Analysis

Humana (HUM) Stock on Nov 5, 2025: Earnings Beat, Outlook Trimmed – Full Analysis

In summary, Humana Inc. faces a pivotal moment: it’s balancing short-term earnings headwinds from elevated costs and rating setbacks against strong long-term fundamentals in the Medicare Advantage space. The latest news (Q3 beat and improved membership outlook) provides some relief that management’s corrective actions are working reuters.com reuters.com. However, caution prevails as 2026 looms without guidance and with likely flat profits reuters.com. Investors should watch upcoming quarters for signs of cost trend stabilization, membership retention during open enrollment, and progress on quality metrics. Humana’s ability to navigate these challenges under new leadership will determine if the stock can regain its
5 November 2025
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UnitedHealth Group Stock Surges Amid Analyst Upgrades: Is Wall Street Turning Bullish on UNH in 2025?

UnitedHealth (UNH) Premarket: Analysts Bullish on Comeback Despite 2025 Woes – What to Watch Nov. 3, 2025

UnitedHealth’s volatile 2025 has made UNH a headline story heading into Nov. 3 trading. After a surprise earnings miss in Q1 and a CEO shakeup this spring, UNH plunged to four-year lows. In late Oct. the turnaround narrative got a boost: Q3 beat estimates and management raised guidance gurufocus.com gurufocus.com. CEO Stephen Hemsley (back at the helm) told investors he’s confident “we will return to solid earnings growth next year” thanks to “operational rigor and more prudent pricing” reuters.com. Guggenheim and Reuters note Hemsley’s comeback has reassured investors and even prompted Buffett to buy in reuters.com reuters.com. Market analysts are increasingly
2 November 2025
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Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

CI Stock Price and Recent Trend Cigna’s stock has pulled back modestly in late October after a strong run earlier in the year. According to market data, CI closed at $299.12 on Oct 29, 2025, down about 3% from the previous close stockanalysis.com. The dip followed weakness in broader managed-care stocks amid concerns about healthcare costs and policy. In pre-market trading Oct 30, CI rebounded to about $303 (up ~1.3%) reuters.com. Over the past year, CI shares have traded between roughly $257 and $350 stockanalysis.com, reflecting volatility in the insurance sector. Despite the pullback, Cigna’s valuation metrics remain attractive: at
30 October 2025
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Elevance Health Stock Soars on Massive Q3 Earnings Beat – What It Means for Investors

Elevance Health Stock Soars on Massive Q3 Earnings Beat – What It Means for Investors

Earnings Beat Drives Stock Higher Elevance Health posted strong third-quarter 2025 results, significantly outperforming market expectations on both profit and revenue. Adjusted earnings came in at $6.03 per share, well above the ~$4.95 analysts predicted investing.com. Likewise, revenue for the quarter reached $50.1 billion, surpassing the $49.3 billion consensus and growing 12% year-over-year investing.com. This robust growth was fueled by higher premium yields and an expanding customer base – particularly gains in Medicare Advantage enrollments – along with contributions from recent acquisitions in Elevance’s Carelon health services unit tradingview.com. These factors combined to help Elevance smash its Q3 forecasts, showcasing strong demand
21 October 2025
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Oscar Health Stock Skyrockets on AI-Fuelled Growth Plans – Analysts Warn of ACA Risks

Oscar Health Stock Skyrockets on AI-Fuelled Growth Plans – Analysts Warn of ACA Risks

Key Facts: – Oscar Health (NYSE: OSCR) shares have surged in early October 2025, recently trading around $21–22 (up ~40% YTD) ts2.tech marketbeat.com. The stock hit about $21.50 on Oct 3 (+11% on the day) and was trading near $21.76 on Oct 14 (+6.7%) ts2.tech marketbeat.com. – Oscar announced a $410 million convertible debt offering in September 2025 to fund AI-driven technology and growth initiatives ts2.tech. Proceeds will back “strategic initiatives focused on AI” and expansion of member services businesswire.com ts2.tech. – The company also forged a major partnership with Midwestern grocer Hy‑Vee: launching “Hy‑Vee Health with Oscar”, an employer
17 October 2025
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Oscar Health (OSCR) Stock Surges on Expansion Plans – What Analysts Are Saying

Oscar Health (OSCR) Stock Skyrockets on ACA Hopes and Tech-Driven Growth – Can the Insurtech Finally Turn a Profit?

Financial Performance & Q2 2025 Results Oscar Health’s Q2 2025 results showed rapidly growing revenue but steep losses. Revenue was $2.86 billion, up ~29% from $2.22 billion a year earlier beckerspayer.com. This growth stemmed largely from higher membership – Oscar served over 2.0 million members by mid-2025 (28% growth YoY) beckerspayer.com. However, costs ballooned: Oscar’s medical loss ratio (MLR) jumped to 91.1% in Q2 2025 (vs. 79.0% in Q2 2024) beckerspayer.com. The company attributed this to an increase in average member morbidity and higher-than-expected risk in the ACA population. The operating result was a $230 million loss (vs. $67.8M operating income in Q2 2024),
6 October 2025
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