Pomegra
Healthcare
MAJOR
Nov 45 min read
CVS Health split: Aetna and drugstores to part by 2028
CVS Health (CVS) plans to separate its drugstore chain from Aetna and Caremark into two public companies by early 2028, and shares rose after hours.
Company hub
UNH stock news & analysis
Everything Pomegra has published on UNH: 16 news articles and 5 market briefs, newest first.
Market briefs on UNH
- CVS Stock Rises 1.2% After Hours on Pharmacy Spin-Off Report
CVS Health (CVS) would spin off 9,000 drugstores by 2028, undoing its $78B Aetna deal amid political pressure.
Nov 4
- Elevance Health Stock Slips 1.4% Despite Earnings Beat and Raised Outlook
Elevance Health (ELV) lifted its 2026 profit floor to at least $29 a share as medical costs fell.
Oct 22
- UnitedHealth Stock Rises 3.5% After Guidance Raise
UnitedHealth (UNH) now expects at least $20.50 in 2026 profit per share as medical costs and Optum improve
Oct 20
- UnitedHealth Stock Reverses 4% Jump After Guidance Raise
UnitedHealth (UNH) lifted its 2026 profit forecast to at least $20.50 a share as Optum margins improved.
Oct 13
- Humana Stock Jumps 12% as Medicare Star Ratings Improve
Humana (HUM) now has 95% of Medicare Advantage members in 4-star plans, up from 20%, and Baird upgraded it.
Oct 9
UNH news
Healthcare
NOTABLE
Oct 145 min read
UnitedHealth (UNH) Q3 2026: EPS Beats, Guidance Raised
UnitedHealth (UNH) beat Q3 2026 earnings with $4.69 adjusted EPS and raised its full-year outlook to at least $20.50 per share, its third increase this year.
Markets
MAJOR
Oct 136 min read
Earnings Season Opens: JPM, WFC, UNH Report Q3 2026
US earnings season opens with JPMorgan, Wells Fargo and UnitedHealth, with profit growth near 30% expected and a 7% options-implied move in UNH stock.
Healthcare
MAJOR
Oct 125 min read
UnitedHealth Q3 2026 Earnings Hinge on Medicare Margins
UnitedHealth (UNH) reports Q3 2026 earnings on Oct. 13, with Medicare Advantage margins in focus after Humana's 11.6% surge on 2027 Medicare star ratings.
Healthcare
MAJOR
Oct 95 min read
Humana (HUM) Jumps 15% on 2027 Medicare Star Ratings
Humana shares surged about 15% after its largest Medicare Advantage contract rose to 4 stars, while Alignment Healthcare fell more than 20% on a downgrade.
Markets
MAJOR
Sep 186 min read
Stock Market Today: Election Polls Drive Healthcare Surge
Democratic polling gains trigger a sector shift into healthcare and utilities while defense and energy sell off on a volatile triple-witching Friday.
Markets
Jul 166 min read
US Futures Edge Up on Mideast De-escalation Hopes
US equity futures moved cautiously higher on Thursday, July 16, as renewed Iran ceasefire diplomacy and a cooling inflation reading offset chip-sector turbulence sparked by TSMC's post-earnings…
Markets
Jul 17 min read
Dow Jones Wraps Best First Half in 5 Years
The Dow Jones Industrial Average closed H1 2026 up 8.9%, its strongest first-half performance since 2021, driven by record earnings, tariff relief, and an AI-fueled semiconductor surge.
Markets
Jun 277 min read
MRNA Stock Leads Healthcare Rally as Chip Stocks Drop
Moderna shares surged 48% in June as an FDA flu vaccine endorsement and sector rotation away from semiconductors lifted healthcare and biotech stocks broadly.
Markets
Jun 267 min read
Verizon, AT&T, Cigna WARN Filings Join 2026 Layoff Wave
Verizon, AT&T, and Cigna have filed fresh WARN Act notices in 2026, signaling that telecom and insurance sectors are accelerating workforce cuts as AI automation and surging medical costs rewrite…
Markets
Jun 47 min read
Tech Shows 2020 Signs as Rotation Warning Mounts
Wall Street strategists warn a massive market rotation may be underway as AI-driven tech stocks mirror the narrow concentration patterns last seen in 2020's pandemic-era surge.
Markets
Jun 17 min read
Berkshire Exits Pool Corp as Abel Reshapes Portfolio
Berkshire Hathaway's first 13F under CEO Greg Abel reveals a sweeping portfolio cleanup — 16 full exits including dividend stalwart Pool Corp, as capital rotates toward concentrated,…
Markets
May 317 min read
Berkshire's New Era: Abel Takes Command in 2026
Investors are closely monitoring the Berkshire Hathaway transition as Greg Abel steps into the CEO role and Warren Buffett reshapes his legacy from the chairman's seat.
Markets
Apr 77 min read
UNH Surges Above $300 on Medicare Rate Boost and Analyst Upgrade
UnitedHealth Group shares reclaimed the critical $300 level on April 7, 2026, fueled by a landmark Medicare Advantage payment increase from federal regulators and a fresh analyst upgrade. The twin cat...
Markets
Jan 276 min read
UnitedHealth Shares Fall Further as Company Forecasts Revenue Decline for 2026
UnitedHealth Group continued its downward trajectory in Monday's trading session, with shares declining 1.3% to close at $351.64 as investors braced for the company's fourth-quarter earnings…
Markets
Jan 274 min read
UnitedHealth Beats Q4 Expectations Despite Medical Cost Pressures
UnitedHealth Group delivered better-than-expected fourth quarter results on January 27, demonstrating resilience amid persistent medical cost inflation that has pressured the healthcare sector…