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Centene Takes A Hit As Medicaid Membership Shrinks
Benzinga· 2026-02-06 18:49
U.S. healthcare insurance provider Centene Corporation (NYSE:CNC) stock fell on Friday on a mixed outlook for fiscal 2026.Earnings SnapshotThe company reported a fourth-quarter 2025 adjusted loss of $1.19, beating the consensus loss of $1.22 per share, a turnaround from an income of 80 cents a year ago.Centene's sales surged from $40.81 billion to $49.73 billion, exceeding the consensus estimate of $48.39 billion.Centene's health benefits ratio (HBR) is 94.3%, up from 89.6% a year ago.The increase was prima ...
Bernstein Raises PT on CVS Health (CVS) to $91, Reiterates ‘Market Perform’ Rating
Yahoo Finance· 2026-01-12 09:29
Core Viewpoint - CVS Health Corporation (NYSE:CVS) is identified as one of the most undervalued blue chip stocks currently available for investment [1] Group 1: Price Target and Market Position - Bernstein raised its price target on CVS from $87 to $91 while maintaining a 'Market Perform' rating, anticipating a broader inflection in the government-managed care organization (MCO) sector starting in 2026 [2] - The firm expects short-term earnings recovery for CVS, driven by Medicare Advantage (MA) and attractive valuations in Medicaid, despite an uneven recovery path [2] Group 2: Analyst Optimism and Regulatory Environment - Cantor Fitzgerald named CVS as a preferred play for MA exposure in 2026, citing a more favorable regulatory backdrop and increased earnings visibility due to upcoming sector catalysts [3] - Key upcoming events include CMS enrollment data in mid-February and the preliminary MA rate notice expected in late January or early February 2026 [3] Group 3: Competitive Landscape - Analysts from Wells Fargo projected declining post-pandemic tailwinds and subsidy risks, downgrading CVS's peers Humana and Universal Health Services, while identifying CVS and UnitedHealth as likely beneficiaries of the MA recovery [4] - CVS operates as a diversified healthcare solutions provider, encompassing insurance benefits, pharmacy benefit management, retail pharmacy, clinics, and consumer wellness, thereby integrating care delivery, services, and coverage at scale [5]
‘You’re playing with lives’: One Obamacare recipient’s message to Trump as subsidies set to expire
MSNBC· 2025-12-20 14:53
Members of Congress are officially heading home for the holidays without a deal to extend federal healthc care subsidies. This week, the House passed a Republicanled healthc care bill that does not include an extension. A handful of moderate Republicans in turn joined a Democrat-led discharge petition for a clean three-year extension of the Obamacare subsidies, which House Speaker Mike Johnson says will inevitably be brought up for a vote after lawmakers return in January.But in the meantime, millions of Am ...
‘Huge disservice': Whip Clark hits GOP for health care chaos
MSNBC· 2025-12-19 02:37
This bill sets health care for the American people even back further. And what it is, it's a return to all the failed plans they've had in the past where people pay a lot of money for very little coverage. And many things are just not included.When we saw similar plans in 2017, there was no maternity care coverage. There was no addiction services for people. very limited mental health, sort of the the things that people need for their families.And what it really was saying is we are going to ignore the enti ...
New HHS rules are targeting care for transgender minors
NBC News· 2025-12-18 21:46
The Trump administration announced today new moves meant to crack down on care for transgender minors across the country. This morning, Department of Health and Human Services Secretary Robert F. Kennedy Jr.. unveiled the steps his department is taking. It includes barring hospitals that participate in Medicare and Medicaid from performing transition related care. >> There is divine worth in every person.It shines most brightly in our children. That worth commands us to protect them. And as long as I serve ...
Mother says she knew “I was burying my daughter before she was two” #shorts
60 Minutes· 2025-12-15 18:52
Tiny Maisie was born in 2017. CG Green says that from the start, her daughter was mysteriously ill. When you brought Maisie home, what did you begin to notice.>> Um, initially she just sounded like she had a cold all the time. Um, she just sounded really congested. Um, and after, um, I'd say like 2 weeks, I noticed that Maisie like wasn't holding her head at all.She was just like jello. Her head like neck was like jello- and her head would just flop. >> CG had a feeling something was terribly wrong.Somethin ...
Senate Rejects Measure to Extend Obamacare Subsidies
Bloomberg Television· 2025-12-11 21:17
The president said at a lot of times in your home state the other evening that affordability is a Democrat hoax. Are you involved in some sort of conspiracy here. What is you referring to.Well, often I am bewildered by what exactly the president says. He says the problem is that too many kids have 37 pencils. I can assure you I don't have 37 pencils.Neither does my daughter. You know, this president really was elected more than any other reason, as you kind of referred to just a few moments ago. He was elec ...
GOP 'declaring war' on Americans' health care: Sen. Booker
MSNBC· 2025-12-11 16:22
And now I want to turn to Democratic Senator Cy Booker. He's a member of the Foreign Relations Committee. Senator, what are your expectations for these healthcare votes today.>> Well, I'm actually really stunned that the Republican party has decided to declare war on Americans health security, health care. Remember, they doing two things that will take effect next year. they are not renewing these subsidies which will cause tens of millions of people to uh either see their health care loss completely or mas ...
Bernie BLASTS ‘pathological liar’ Trump for calling affordability a ‘hoax’ 
MSNBC· 2025-12-11 02:38
Vermont independent Senator Bernie Sanders serves as a ranking member of the Health, Education, Labor, and Pensions Committee, and he joins me now. Do you think this is going to work. I guess is my first question.I mean, I feel like I've watched uh politicians try to tell people to try to message their way out of economic problems before, and as far as I can tell, it does not have a great record. >> Hey Chris, what I want to know, are kids actually buying pencils at all. let alone $37 for a beautiful little ...
X @Bloomberg
Bloomberg· 2025-12-10 11:20
GOP cuts to Medicaid and the ACA will hit millions of low-income workers, including many in key swing districts. This could be the midterms’ defining economic fight, writes @RonBrownstein (via @opinion) https://t.co/o2CDPIzndT ...