According to their latest 13F filings, Andreas Halvorsen’s Viking Global Investors LP made aggressive reductions across multiple high-profile holdings in Q2 2025, signaling a broad shift away from higher-beta growth stocks. The most dramatic cut came in Meta Platforms Inc. (META), where the fund pared back nearly its entire position. Meta Platforms (META) – Biggest Reduction Shares: 265,499 Change: ↓ –1,200,812 (Previously: 1,466,311) Value: $195.96M % Change: –81.89% Viking slashed its META stake by alm ...

PM Images/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot, BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Transcript Rena Sherbill: Happy to welcome back to Investing Experts, always a pleasure ...

Since my strong buy rating , Oscar Health (NYSE: OSCR ), is up 21%, well ahead of the S&P 500’s 4%. With a valuation multiple of just ~0.45x revenues versus peers at 3.19x, Oscar still offers considerable upside. TheHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. ...

Accessibility StatementSkip Navigation NCCPRW has already made meaningful progress, including successful efforts to revise state licensure language to better protect clinicians seeking help. The Consortium continues to build momentum through in-person events, digital resource hubs, and strategic partnerships that integrate well-being into the core of health systems and professional associations statewide. "We are deeply grateful to the Centene Foundation and Carolina Complete Health for their generous suppo ...

Core Insights - UnitedHealth (NYSE: UNH) stock has experienced a significant surge of approximately 25.5% since a recent purchase by Representative Lisa McClain, indicating strong market performance [1][4]. - McClain's purchase of UnitedHealth shares, valued between $1,001 and $15,000, occurred on August 13, 2025, during a period of notable gains for the stock [1][4]. - The stock's momentum is attributed to strong Medicare Advantage ratings, reaffirmed guidance, and renewed investor confidence, with nearly 78% of its Medicare Advantage members enrolled in high-rated plans [4][5]. Company Performance - UnitedHealth has reaffirmed its full-year outlook, alleviating investor concerns regarding earlier cost pressures [5]. - Planned premium hikes for 2026 and cost-cutting measures at the Optum division are expected to ease margin pressures for the company [5]. - The stock's recent rally follows a challenging start to 2025, which had left UnitedHealth trading at relatively attractive valuations [6]. Legislative Insight - McClain's role on the House Oversight Subcommittee on Health Care provides her with unique insights into healthcare policy, potentially influencing her investment decisions [3]. - In addition to UnitedHealth, McClain also invested in BigBear.ai (NYSE: BBAI), which has seen a decline of 27.5% since her purchase [3]. Market Dynamics - The recent momentum in UnitedHealth's stock is further fueled by fresh institutional interest, including a significant stake from Warren Buffett's Berkshire Hathaway [5].

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the 13 Best Consistent Dividend Stocks to Buy Now [1] - The stock has experienced a decline of over 30% since the beginning of 2025, but saw a significant increase of nearly 30% in August [2] - UnitedHealth is the leading health insurer in the US, with a strong competitive edge due to its integrated operations in insurance and healthcare services [3] Group 2 - The company has shown consistent growth in both revenue and net income, despite facing challenges earlier in the year [4] - UnitedHealth has raised its dividends for 14 consecutive years, currently offering a quarterly dividend of $2.21 per share and a dividend yield of 2.51% as of September 12 [5]

Clover Health Continues to Invest in Streamlining Provider Workflows and Reducing Administrative Burden Through Technology and Operational ImprovementsWILMINGTON, Del., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), a physician enablement company dedicated to bringing access to great healthcare to everyone on Medicare, is leveraging Availity, the nation’s largest real-time health information network, for a multi-phase initiati ...

Oscar Health (NYSE:OSCR) has priced a $355M private offering of 2.25% convertible senior subordinated notes due 2030, up from the previously planned $350M. The sale is set to close on Sept. 18, 2025, pending customary conditions. Buyers also have a 13-day option to purchase ...

Cigna's stock price growth potential is nearly 30%, indicating substantial upside in its future performance.The company boasts a robust Piotroski Score of 8, suggesting it is financially sound and well-managed.Analysts have set a target price for Cigna at $387, significantly higher than its current trading price, reflecting confidence in the company's future valuation.Cigna Group (NYSE:CI) is a global health services company that provides a wide range of insurance products and services. It operates in vario ...

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is considered one of the best defensive stocks to buy, with an Outperform rating and a price target of $379 from Bernstein SocGen Group [1][2] - The company has shown stability in its medical benefits business, with approximately 78% of Medicare Advantage members expected to be in 4-star or higher plans for 2026 [2][3] - UnitedHealth has reaffirmed its 2025 adjusted earnings per share guidance despite facing significant headwinds this year, alleviating initial concerns about potential guidance cuts under the new CEO [3]