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NYSE:CVS News 27 January 2026 - 5 February 2026

UnitedHealth stock falls again after FTC insulin deal puts OptumRx back in focus

UnitedHealth stock falls again after FTC insulin deal puts OptumRx back in focus

UnitedHealth shares fell nearly 3% to $275.92 in after-hours trading Wednesday after the FTC announced a 10-year insulin pricing settlement with Cigna’s Express Scripts, increasing scrutiny on OptumRx and CVS Caremark. Investors are watching for an FTC oral argument Feb. 5 and a House hearing on drug prices Feb. 11. CVS and Cigna shares also declined. UnitedHealth did not comment.
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 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 after-hours as PBM fee disclosure rule adds fresh pressure on UNH

UnitedHealth stock slips after-hours as PBM fee disclosure rule adds fresh pressure on UNH

UnitedHealth shares fell 0.6% to $292.29 in after-hours trading Thursday after the U.S. Labor Department proposed new disclosure rules for pharmacy benefit managers. The proposal would require PBMs to reveal fee and compensation details. Investors are also closely watching upcoming Medicare Advantage rate decisions. Related health insurer stocks showed mixed movement late Thursday.
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

Elevance Health shares rose 1% to $345.44 Thursday, leading gains in managed-care stocks after policy and earnings volatility. The company forecast 2026 adjusted EPS of at least $25.50, below analyst expectations, and warned of revenue declines amid Medicaid and ACA headwinds. Medicare Advantage payments are set for a minimal 0.09% increase in 2027, rattling the sector. ACA enrollment for 2026 dropped to about 23 million as subsidies ended.
29 January 2026
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Dow Jones flattens near 49,000 as S&P 500 hits 7,000; Fed and Big Tech earnings loom

Dow Jones flattens near 49,000 as S&P 500 hits 7,000; Fed and Big Tech earnings loom

New York, Jan 28, 2026, 13:39 EST — Regular session The Dow Jones Industrial Average stayed close to unchanged on Wednesday as the S&P 500 briefly climbed above 7,000 before slipping back. Investors were on edge ahead of the Federal Reserve’s rate announcement and a slew of megacap earnings reports. By 11:31 a.m. ET, the Dow had edged up 49.62 points, or 0.10%, to 49,053.03. Chip stocks drove early gains, with Intel soaring 11.3%. (Reuters) Sentiment remains mostly positive, though conditions are shifting. The AI-driven rally now hinges on earnings living up to hefty investments and monetary policy staying aligned
28 January 2026
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CVS stock rebounds after Medicare Advantage rate shock; what investors watch next

CVS stock rebounds after Medicare Advantage rate shock; what investors watch next

New York, January 28, 2026, 12:47 PM EST — Regular session Shares of CVS Health Corp ticked up Wednesday, following a steep 14% drop the previous day amid a widespread selloff in U.S. health insurers triggered by Medicare Advantage reimbursement concerns. (Reuters) This move is significant since CVS’ Aetna unit holds a big stake in Medicare Advantage. The government’s early peek at 2027 payments has shaken up what insurers expect to make on seniors’ plans. When the numbers don’t add up, insurers typically cut benefits or retreat from less profitable markets. The Centers for Medicare & Medicaid Services has proposed
28 January 2026
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CVS stock rebounds after Medicare Advantage rate scare; what investors watch next

CVS stock rebounds after Medicare Advantage rate scare; what investors watch next

NEW YORK, Jan 28, 2026, 11:46 EST — Regular session Shares of CVS Health Corporation climbed roughly 3% on Wednesday, recovering some ground after a sharp drop linked to new U.S. government proposals affecting Medicare Advantage payments. By late morning, the stock had gained 3.1%, reaching $74.22. The rebound follows CVS’s close at $72.00 on Tuesday, marking a 14.15% drop as investors adjusted their view on managed-care risks in healthcare. The selloff came after a government draft update on 2027 Medicare Advantage payments landed below Wall Street’s expectations. (Yahoo Finance) Medicare Advantage, the private alternative to traditional Medicare for seniors,
28 January 2026
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Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

NEW YORK, Jan 28, 2026, 10:26 (EST) — Regular session The Dow Jones Industrial Average (.DJI) held steady on Wednesday morning, lingering near 49,000 as traders eyed the Federal Reserve and a flurry of late-day earnings reports from major companies. By 10:26 a.m. EST, the blue-chip index dipped 3.56 points, or 0.01%, to 48,999.85. Meanwhile, the S&P 500 inched up 0.16%, and the Nasdaq climbed 0.39%. (Investing.com) The Dow stumbled even as the S&P 500 briefly cleared 7,000—a milestone that’s taken on a life of its own as a trading cue. Chip stocks rallied, buoyed by upbeat reports from ASML
28 January 2026
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Dow Jones today: Dow futures inch up as Fed decision and Big Tech earnings loom

Dow Jones today: Dow futures inch up as Fed decision and Big Tech earnings loom

New York, Jan 28, 2026, 06:00 EST — Premarket Dow Jones Industrial Average futures climbed roughly 30 points early Wednesday, while S&P 500 and Nasdaq 100 futures showed modest gains. These contracts, traded outside normal sessions, often signal possible market openings. (Investing.com) The Federal Reserve wraps up its two-day meeting Wednesday, with markets almost fully expecting no rate change. According to CME FedWatch, the odds of a hold stand near 97%, based on fed funds futures. Investors now look for clues on the Fed’s next moves and whether new doubts about its independence muddy the outlook. (Reuters) Healthcare is dragging
28 January 2026
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CVS stock price dives 14% after CMS Medicare Advantage rate proposal; what investors watch next

CVS stock price dives 14% after CMS Medicare Advantage rate proposal; what investors watch next

New York, Jan 27, 2026, 17:51 EST — After-hours CVS Health Corp (CVS.N) shares slid roughly 14% to $72 in after-hours trading Tuesday, after a U.S. Medicare payment proposal prompted a sharp reevaluation of health insurer earnings. The stock fluctuated between $70.77 and $77.08, with volume surpassing 44 million shares. On Monday, the Centers for Medicare & Medicaid Services unveiled its 2027 “Advance Notice” for Medicare Advantage and Part D, outlining a projected net average payment hike of 0.09% if approved. CMS also put forward tweaks to risk adjustment—the system that compensates plans more for sicker enrollees—suggesting the removal of
28 January 2026
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UnitedHealth Group stock price tumbles: UNH slides nearly 20% after outlook, Medicare Advantage rates in focus

UnitedHealth Group stock price tumbles: UNH slides nearly 20% after outlook, Medicare Advantage rates in focus

New York, Jan 27, 2026, 16:02 EST — After-hours Shares of UnitedHealth Group Incorporated dropped 19.5%, closing at $282.90 in late New York trading on Tuesday, after fluctuating between $323.67 and $280.40. The company reported full-year 2025 revenue at $447.6 billion and set its 2026 revenue outlook above $439.0 billion, with adjusted earnings guidance exceeding $17.75 per share. CEO Stephen Hemsley said the group “finished 2025 as a much stronger company,” highlighting efforts to turn the business around. (UnitedHealth Group) Investors are eyeing Washington’s next steps on Medicare Advantage, the private insurance plans for seniors and disabled individuals. The Centers
27 January 2026
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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