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NYSE:ELV News 17 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 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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Healthcare stocks hold up as defensive bid lingers; Pfizer, Merck earnings set the tone

Healthcare stocks hold up as defensive bid lingers; Pfizer, Merck earnings set the tone

The Health Care Select Sector SPDR Fund (XLV) rose 0.6% to $154.74 Friday, while the S&P 500 fell 0.43%. Healthcare and consumer staples were the only S&P sectors in positive territory as investors shifted to defensive stocks. Major managed-care shares lagged after a minimal proposed Medicare Advantage rate hike. Pfizer, Merck, and Eli Lilly report earnings next week.
1 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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Elevance Health stock rebounds nearly 6% after earnings — here’s what matters before Thursday’s trade

Elevance Health stock rebounds nearly 6% after earnings — here’s what matters before Thursday’s trade

Elevance Health shares rose 5.9% to $341.85 Wednesday after plunging 14% the previous session. The insurer projected 2026 adjusted earnings of at least $25.50 per share, below analyst forecasts, and expects a small revenue decline. Fourth-quarter operating revenue rose 10% to $49.3 billion. Medicare Advantage payment changes and rising medical costs continue to drive volatility in managed-care stocks.
29 January 2026
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Elevance Health ELV stock price jumps 6% after earnings, but 2026 outlook points to revenue dip

Elevance Health ELV stock price jumps 6% after earnings, but 2026 outlook points to revenue dip

Elevance Health shares jumped 6% to $343.14 Wednesday after the company set a 2026 profit floor despite warning of lower revenue. The move followed a $80 billion sector selloff triggered by new Medicare payment proposals. Elevance projected 2026 adjusted earnings of at least $25.50 per share and year-end enrollment up to 43.875 million. Fourth-quarter operating revenue reached $49.3 billion.
28 January 2026
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Elevance Health stock gets hit by Medicare rate surprise — what traders watch before earnings

Elevance Health stock gets hit by Medicare rate surprise — what traders watch before earnings

Elevance Health shares fell 14.3% to $322.92 Tuesday after a Medicare Advantage rate proposal from CMS projected a net average payment increase of just 0.09%, far below Wall Street expectations. The move triggered a broader selloff in health insurer stocks. Investors are awaiting Elevance’s earnings report Wednesday for updates on pricing and costs. CMS will finalize policy milestones in late February and early April.
28 January 2026
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Elevance Health stock sinks 14% as Medicare Advantage rate shock hits insurers ahead of earnings

Elevance Health stock sinks 14% as Medicare Advantage rate shock hits insurers ahead of earnings

Elevance Health shares fell 14.3% to $322.92 in after-hours trading Tuesday after CMS announced a nearly flat 2027 Medicare Advantage payment update. The move triggered a sector-wide selloff, with managed-care stocks losing about $80 billion in market value. Investors now await Elevance’s quarterly results due Wednesday morning for further guidance.
28 January 2026
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Healthcare stocks brace for a busy week as XLV slips, UnitedHealth earnings and Capitol Hill heat loom

Healthcare stocks brace for a busy week as XLV slips, UnitedHealth earnings and Capitol Hill heat loom

XLV fell 0.51% to $157.48 Friday, trailing the S&P 500, which ended flat. Health insurer CEOs faced House scrutiny over rising premiums and consolidation, with UnitedHealth pledging ACA rebates in 2026. UnitedHealth reports earnings Jan. 27, Regeneron on Jan. 30. Corcept Therapeutics jumped 45% after positive ovarian cancer trial results.
24 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 17.01.2026

TransDigm Group reported $8.83 billion in revenue and $1.87 billion net income, with shares near $1,450 and a P/E of 43.8x. Elevance Health closed at $374.87, with DCF analysis suggesting a 62.9% undervaluation. BlackRock traded at $1,163.17, about 11.6% above its implied value. Commercial Metals ended at $74.42, with DCF pointing to a 37.3% discount to intrinsic value.
17 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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