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Health Insurance News 29 January 2026 - 7 February 2026

UnitedHealth stock rebounds after hours as UNH recoups losses; Medicare rate debate looms

UnitedHealth stock rebounds after hours as UNH recoups losses; Medicare rate debate looms

UnitedHealth shares rose 3.4% to $277.57 Friday and gained another 3% after hours, rebounding after a volatile week for health insurers. Mizuho cut its price target on the stock to $350, citing delayed earnings recovery. Medicare Advantage rates and medical-cost trends remain key concerns. The Dow closed above 50,000, marking the strongest market gains in months.
7 February 2026
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Oscar Health (OSCR) stock slips again in premarket as insurer cost fears spread ahead of earnings

Oscar Health (OSCR) stock slips again in premarket as insurer cost fears spread ahead of earnings

Oscar Health shares fell 2.3% to $12.22 in premarket trading Friday after a 5.4% drop Thursday, as investors reacted to Molina Healthcare’s profit warning and exit from Medicare Part D. Molina’s stock plunged nearly 35% after hours, dragging other managed-care stocks lower. Oscar reports earnings Feb. 10, with investors watching for updates on 2026 enrollment and claims.
6 February 2026
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UnitedHealth stock slips in premarket after Mizuho cuts target, as Medicare Advantage pressure builds

UnitedHealth stock slips in premarket after Mizuho cuts target, as Medicare Advantage pressure builds

UnitedHealth shares fell 2.7% to $268.55 in premarket trading after Mizuho cut its price target to $350. The move follows regulatory scrutiny over Medicare Advantage payments and pharmacy benefit manager practices. Investors are watching the Feb. 25 CMS comment deadline and an April rate decision. Other managed-care stocks showed mixed premarket moves.
6 February 2026
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UnitedHealth stock slips after hours — here’s what could move UNH next

UnitedHealth stock slips after hours — here’s what could move UNH next

UnitedHealth shares fell 2.7% to $268.55 Thursday, with little change after hours, as investors reacted to Medicare Advantage reimbursement proposals. The Centers for Medicare & Medicaid Services set a Feb. 25 comment deadline and will announce final 2027 rates by April 6. UnitedHealth projected 2026 revenue above $439 billion, down from 2025 estimates. CEO Tim Noel called the proposed rate “disappointing.”
6 February 2026
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Cigna stock jumps as earnings beat meets soft 2026 outlook and FTC insulin settlement

Cigna stock jumps as earnings beat meets soft 2026 outlook and FTC insulin settlement

Cigna shares rose 3.2% to $280.46 after posting Q4 adjusted earnings of $8.08 per share, above forecasts, though its 2026 outlook missed estimates. Express Scripts agreed to a 10-year FTC settlement on insulin pricing, expected to cut patient costs by up to $7 billion. Evernorth pharmacy revenue jumped 20% to $36.3 billion. Cigna’s board raised its quarterly dividend to $1.56 per share.
5 February 2026
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UnitedHealth stock price slides 3% as Optum pricing study and FTC pressure keep UNH in focus

UnitedHealth stock price slides 3% as Optum pricing study and FTC pressure keep UNH in focus

UnitedHealth shares fell about 3% Wednesday, closing at $275.58, after a Cornell study linked Optum’s surgery-center acquisitions to an 11% price hike in commercial claims. Investors are watching for Medicare Advantage rate decisions in April amid ongoing regulatory scrutiny of UnitedHealth’s Optum and other managed-care firms.
4 February 2026
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UnitedHealth stock slips after hours as Optum price-study and fresh target cuts keep UNH in focus

UnitedHealth stock slips after hours as Optum price-study and fresh target cuts keep UNH in focus

UnitedHealth shares fell 0.5% to $284.18 in after-hours trading Tuesday after JPMorgan and Truist cut price targets, citing uncertainty over Medicare Advantage rates. A new study found surgery center prices rose 11% after Optum acquisitions, increasing scrutiny of UnitedHealth’s provider deals.
4 February 2026
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UnitedHealth stock slips again as Truist, JPMorgan trim targets and Medicare Advantage rates loom

UnitedHealth stock slips again as Truist, JPMorgan trim targets and Medicare Advantage rates loom

UnitedHealth shares fell about 1.2% to $282.20 by midday Tuesday after Truist and JPMorgan cut their price targets to $370 and $389, respectively. Investors cited concerns over Medicare Advantage payment changes and rising medical costs. UnitedHealth recently projected 2026 revenue above $439 billion with adjusted earnings expected to top $17.75 per share.
3 February 2026
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UnitedHealth stock bounces even after Truist, JPMorgan trim targets as Medicare Advantage rates loom

UnitedHealth stock bounces even after Truist, JPMorgan trim targets as Medicare Advantage rates loom

UnitedHealth shares rose 1% to $289.75 Monday, outperforming peers as Humana, Elevance, and Cigna declined. Truist and JPMorgan cut price targets but kept positive ratings. Investors focused on Medicare Advantage payment rates and 2026 cost trends after last week’s sector sell-off. Final 2027 Medicare Advantage rates are expected in April.
2 February 2026
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UnitedHealth stock slips again after Barclays trims target — here’s what traders are watching next

UnitedHealth stock slips again after Barclays trims target — here’s what traders are watching next

New York, Jan 30, 2026, 17:40 EST — Trading after hours. UnitedHealth shares slipped 1.8% to $286.93 in after-hours Friday, following Barclays’ cut to its price target on the insurer. The firm maintained a positive outlook despite the downgrade. During the session, the stock fluctuated between $284.75 and $292.84. (MarketScreener) The stock remains stuck near the week’s lows, sliding roughly 18% since Monday’s close. Tuesday’s steep 20% drop sparked the selloff and pushed trading volumes sharply upward. (Investing.com) A filing earlier this week laid out the tough road investors face. UnitedHealth forecasted 2026 revenue just over $439 billion, down roughly
31 January 2026
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UnitedHealth stock dips again as Medicare Advantage rate worries hang over UNH shares

UnitedHealth stock dips again as Medicare Advantage rate worries hang over UNH shares

New York, January 30, 2026, 11:20 ET — Regular session Shares of UnitedHealth Group Incorporated dropped 2.1% to $286.12 in late-morning trading on Friday, extending losses following a steep correction earlier this week. The Dow component closed Thursday at $292.29. The pullback zeroed in on Medicare Advantage, the private Medicare alternative where insurer profits depend heavily on government payments aligning with medical costs. Baird analyst Michael Ha cautioned that the gap versus cost trends “will likely be insufficient” unless plan options toughen up. (Reuters) CMS projected its 2027 update would yield a net average payment boost of 0.09%, translating to
30 January 2026
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Elevance Health stock rises as ELV steadies after cautious 2026 outlook and Medicare rate jitters

Elevance Health stock rises as ELV steadies after cautious 2026 outlook and Medicare rate jitters

New York, Jan 29, 2026, 14:38 EST — Regular session Elevance Health (ELV) shares climbed roughly 1% to $345.44 Thursday afternoon, extending a bounce in U.S. managed-care stocks following a volatile two-day stretch driven by policy news and earnings reports. UnitedHealth edged up 0.1%, Humana jumped 1.8%, and CVS Health rose 0.4%. This shift is crucial since the group’s valuation hinges on government formulas, not only on quarterly earnings. Medicare Advantage and Affordable Care Act plans respond sharply to minor policy shifts. Investors remain uncertain about what “normal” medical usage will settle at after two years of unusually high demand.
29 January 2026
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Stock Market Today

Citigroup stock price jumps as consent-order exit comes back into focus

Citigroup stock price jumps as consent-order exit comes back into focus

7 February 2026
Citigroup shares jumped 6% to $122.69 Friday before holding steady after hours, as executives grew more confident about resolving longstanding regulatory consent orders this year, sources said. The Dow closed above 50,000 for the first time, gaining 2.47%. Citi also announced it will match the U.S. government’s $1,000 “Trump Accounts” contribution for eligible employees’ families.
MercadoLibre stock slides into the weekend as the market rallies — what MELI investors watch next

MercadoLibre stock slides into the weekend as the market rallies — what MELI investors watch next

7 February 2026
MercadoLibre shares fell 3.18% to $1,970.15 Friday, bucking a broad U.S. market rally. The stock has dropped about 6% over four sessions as traders await fourth-quarter results, provisionally set for Feb. 24. Analysts expect earnings per share of $11.66, down 7.5% from last year, with revenue up 40% to $8.49 billion. Margins, currency swings, and credit trends in Brazil, Mexico, and Argentina remain in focus.
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