Elevance Health, Inc. (NYSE:ELV) is one of the best long term low volatility stocks to buy right now. Elevance Health, Inc. (NYSE:ELV) reported its fiscal Q3 2025 results on October 21, announcing $50.1 billion in operating revenue for the quarter, up 12.0% compared to the same quarter last year. Diluted EPS for the quarter reached $5.32, while adjusted diluted EPS was $6.03. Elevance Health (ELV) Drops 18.66% After Dismal Q2 Earnings The company reaffirmed its fiscal year 2025 benefit expense ratio and ...

Core Insights - The favorable antitrust ruling for Alphabet's Google has allowed the company to maintain its core search business, positively impacting its stock performance and contributing 3.1% to the fund this quarter [3] - UnitedHealth's stock rebounded after a significant decline earlier in the year, adding 0.9% to the fund, driven by optimistic comments from the new CEO and investment interest from Berkshire Hathaway [4] - Progressive was the largest detractor in the quarter, reducing performance by 0.5% due to concerns over lower interest rates affecting investment income [5] Performance Summary - The Bretton Fund achieved a return of 8.21% for the third quarter, outperforming the S&P 500 Index, which returned 8.12% [7] - Over the past year, the fund's return was 8.92%, while the S&P 500 Index returned 17.60% [7] - The fund's inception date was September 30, 2010, and it has delivered a 12.89% return since inception [7] Portfolio Composition - As of September 30, 2025, Alphabet Inc. constituted 11.51% of the fund's net assets, making it the largest holding [11] - Other significant holdings included AutoZone Inc. at 7.11% and The Progressive Corporation at 6.84% [11] - The fund also held positions in major companies like American Express, JPMorgan Chase, and UnitedHealth, each contributing to the overall portfolio diversity [11] Investment Actions - The fund sold its position in Union Pacific Corp after nearly 15 years, achieving a 13% annualized internal rate of return [14] - The decision to sell was influenced by concerns over a pending acquisition that could dilute shareholder value and distract management from core operations [15]

Molina Healthcare on Wednesday cut its annual profit forecast anticipating higher medical care costs to weigh on its results for the rest of the year. ...

Core Insights - Oscar Health Inc. (NYSE:OSCR) has seen significant stock performance, increasing by 7.88% to $21.77 following the launch of a new menopause health plan and AI tools [1][3] Product Launch - Oscar Health has partnered with Elektra Health to introduce HelloMeno, an insurance product designed for 2.3 million women over 45, focusing on perimenopause and menopause management [2] - The new product is priced at $900 annually and includes free consultations, behavioral visits, laboratory tests, and medications [3] AI Integration - Oscar Health has introduced an AI agent named Oswell, which provides on-demand support to doctors and members [4] - Oswell can access medical records and plan benefit documents to assist members with understanding medications, explaining test results, checking drug interactions, and more [4]

Core Thesis - UnitedHealth Group Incorporated (UNH) is viewed positively despite recent challenges, with a potential for recovery as operational normalization and regulatory clarity emerge [4]. Company Overview - UNH has a market capitalization of $312 billion and a P/E ratio of 15, positioning it as a leading diversified healthcare conglomerate that provides health insurance, pharmacy care, and care delivery through its Optum division [2]. - The stock was trading at $353.72 as of October 2nd, with trailing and forward P/E ratios of 15.31 and 20.08 respectively [1]. Recent Performance - UNH's stock has faced significant pressure, down 32% year-to-date and 45% from its 2024 all-time high, due to rising medical costs, lower profitability, and scrutiny from a DOJ investigation [2][3]. - The company is actively addressing these challenges, including implementing pricing adjustments to stabilize the medical loss ratio [3]. Strategic Response - UNH is cooperating fully with the DOJ investigation, indicating a limited financial impact from this scrutiny [3]. - The company's diversified business model and scale in care delivery through Optum provide resilience and long-term growth potential [3]. Investment Opportunity - The combination of a depressed stock price, strong underlying fundamentals, and active management response creates an attractive risk/reward profile for investors [4]. - UNH is seen as a compelling opportunity for those willing to look beyond near-term volatility, with the market potentially underestimating its capacity to stabilize margins and resume profitable growth [4].

U.S. employers and workers are being squeezed by the steepest run-up in health insurance costs in years, with average family premiums nearing $26,993 in 2025 and pressure building for even sharper increases in 2026, according to a recent KFF survey. The near-term outlook points to renewed cost shifting to employees, tighter coverage for pricey drugs like GLP‑1s, and a louder policy debate over price growth—without an obvious, scalable fix in sight. The new premium reality KFF, a health research group, r ...

MIAMI--(BUSINESS WIRE)--CarePlus announces Medicare Advantage plan offerings for 2026. ...

Key Takeaways UnitedHealths diversification drives stability, but margins face strain from rising medical costs.Humana's benefit ratio improvement and CenterWell growth highlight stronger cost control.Humana trades at a discount to UnitedHealth, with higher earnings growth and rebound potential.In the ever-evolving health insurance landscape, UnitedHealth Group Incorporated (UNH) and Humana Inc. (HUM) stand as two dominant forces. Both companies have built resilient business models rooted in Medicare Advant ...

The health care sector has taken an enormous pounding in the last few months, which few active investors missed. Medical expense ratios skyrocketed across the board, leading to much lower earnings, despite solid revenue growth in most companies. EPSHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from t ...

The health care sector has taken an enormous pounding in the last few months, which few active investors missed. Medical expense ratios skyrocketed across the board, leading to much lower earnings, despite solid revenue growth in most companies. EPSHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from t ...