UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
ZACKS·2026-02-26 19:06

Key Takeaways UnitedHealth leverages insurance and Optum services as Q4 2025 revenues climbed 12.3% year over year.UNH's medical care ratio hit 92.4% as costs jumped, while Medicare Advantage membership rose 7.6%.Humana's Q4 revenues grew 11.3%, but 2026 EPS is seen falling 41% amid Medicare Advantage exposure.The landscape of managed care is undergoing significant changes due to rising medical utilization, evolving reimbursement models and ongoing cost challenges. Meanwhile, the aging population and the ch ...