Will UNH, HUM & CVS be the Top Beneficiaries of the $21B MA Boom?

Government payments to Medicare Advantage (MA) plans are set to rise significantly, with the Centers for Medicare & Medicaid Services (CMS) projecting an average increase of 4.33% in 2026, according to the 2026 Advance Notice. Adjusted for changes in patient risk scores, the effective growth rate will be 2.23%, translating to an additional $21 billion flowing into the Medicare Advantage space by 2026 from the 2025 level.As market leaders, UnitedHealth Group Incorporated (UNH) , Humana Inc. (HUM) and CVS Hea ...