3 Stocks Doing the Heavy Lifting in Healthcare’s Rebound

The healthcare sector is rebounding after a lackluster start to 2026, driven by rotation from tech and stabilizing costs. Three stocks are leading the rally: Eli Lilly (up 11% in a month) on strong GLP-1 drug sales and new oral pill approval; Humana (up 18% in a month) as medical utilization moderates and margins widen; and DexCom (up 15% in a month) expanding into non-insulin Type 2 diabetes markets with landmark trial data.

06/18/2026, 11:41 AM • Investing

CVS Health Stock Is Soaring. Could the Rally Just Be Getting Started?

CVS Health stock has surged 24% over the past month following strong Q1 earnings that beat analyst expectations, with revenue up 6.2% to $100.4B and EPS up 62% to $2.30. The company raised full-year guidance and is benefiting from improved margins in its Aetna insurance segment and growth from Rite Aid store acquisitions. However, the company carries significant debt of $86.4B in long-term obligations, though it is gradually reducing overall leverage.

05/20/2026, 8:22 AM • The Motley Fool

Humana, Inc. Data Breach: Edelson Lechtzin LLP Launches Investigation Into Exposure of Social Security Numbers, Medical Claims, and Patient Account Data

Humana Inc. experienced a data breach in August 2025 caused by a vendor's Oracle software vulnerability, exposing sensitive personal information including Social Security numbers, medical claims, and patient account data. Edelson Lechtzin LLP has launched a class action investigation to pursue legal remedies on behalf of affected individuals. Humana has reported no current evidence of identity theft or misuse from the incident.

04/19/2026, 9:41 PM • GlobeNewswire

CVS Health Just Got a $13 Billion Reprieve. Here's Why the Stock Could Keep Climbing.

CVS Health received positive news when Medicare finalized a 2.5% payment increase to providers, significantly better than the initially proposed 0.09% increase. This $13 billion boost to insurers like CVS's Aetna unit improves profitability outlook. Trading at 11x forward earnings compared to peers at 15-20x, CVS appears undervalued with potential to reach $90-$100 per share, supported by 3.4% dividend yield and expected earnings growth.

04/13/2026, 7:30 PM • The Motley Fool

UnitedHealth, Humana, CVS Jump As CMS Boosts Medicare Payments

The Centers for Medicare & Medicaid Services announced a 2.48% increase in 2027 Medicare Advantage capitation rates, exceeding initial expectations of 0.09%. The boost amounts to over $13 billion in additional payments and reflects a 4.98% increase when accounting for risk score trends. CMS retained the 2024 risk adjustment model, providing greater rate predictability for insurers. Major healthcare stocks surged on the positive announcement.

04/07/2026, 10:30 AM • Benzinga

Dental Insurance Global Market Forecast 2026-2032: Plan Types, Customer Types, Distribution Channels, Coverage Levels, Regions, Technologies

The global dental insurance market is projected to grow from USD 118.77 billion in 2026 to USD 198.31 billion by 2032, with a CAGR of 8.72%. Growth is driven by digital transformation, evolving care models, and regulatory shifts. Key trends include provider consolidation, value-based care models, and increased investment in analytics and digital-first distribution channels.

03/16/2026, 12:00 PM • GlobeNewswire

Humana partners with Disabled American Veterans for the sixth year

DAV (Disabled American Veterans) announced the continuation of its partnership with Humana for the sixth consecutive year. Humana will expand its investment in DAV's mission to support veterans and their families by addressing challenges such as hunger, homelessness, financial strain, and transportation barriers. DAV assists over 1 million veterans annually in accessing benefits including health care, disability compensation, and employment resources.

03/04/2026, 12:55 PM • GlobeNewswire

Lifeward’s ReWalk™ Personal Exoskeleton Now Covered by Aetna, Coverage Expands to Include Three of the Largest Medicare Advantage Insurers

Lifeward announced that Aetna has approved Medicare Advantage coverage for its ReWalk Personal Exoskeleton, joining Humana and UnitedHealthcare. The three insurers collectively represent approximately 16 million beneficiaries, significantly expanding access to the FDA-approved exoskeleton technology for individuals with spinal cord injuries.

02/17/2026, 8:00 AM • GlobeNewswire

Deal Dispatch: Britney Spears Sells, Humana Eyes MaxHealth, Mercedes Spins Off Stake

Major M&A activity includes Mercedes-Benz planning to sell part of its Daimler Truck stake for €12 billion, Humana in advanced talks to acquire MaxHealth for ~$1 billion, ByteDance selling Mobile Legends creator for $6-7 billion, and Britney Spears selling her music catalog to Primary Wave. Warner Bros. Discovery faces activist opposition to its Netflix deal, while Baker Hughes considers divesting Waygate Technologies.

02/13/2026, 6:20 PM • Benzinga

Humana Hits 52-Week Low After Weak Profit Outlook

Humana stock fell to a 52-week low after the health insurer issued weak fiscal 2026 guidance, with adjusted EPS expected at $9 versus Wall Street's estimate of $11.92. While the company beat Q4 revenue expectations at $32.64 billion and reported solid operational performance, the significant earnings miss and membership declines overshadowed the positive results.

02/11/2026, 11:34 AM • Benzinga

T-Mobile Shows Strong Cash Flow Momentum as Customer Growth Stays Firm

T-Mobile exceeded Q4 2025 earnings expectations with EPS of $2.14 and revenue of $24.33 billion, driven by industry-leading customer growth and network quality. The company projects 10% core adjusted EBITDA growth and $18.0-18.7 billion in adjusted free cash flow for 2026. Kraft Heinz faced sales decline but beat EPS expectations, while Humana exceeded revenue and EPS projections with strong Medicare Advantage growth.

02/11/2026, 11:14 AM • Investing

UnitedHealth, Trade Desk, And Unity Are Among Top 10 Large Cap Losers Last Week (Jan. 26-Jan. 30): Are the Others in Your Portfolio?

Ten large-cap stocks experienced significant declines during the week of January 26-30, 2026. Unity Software fell 31.63% following CEO comments about world models amid competition from Google's Project Genie. Precious metals stocks including Hecla Mining (down 33.33%) and Coeur Mining (down 26.13%) declined after President Trump's nomination of Kevin Warsh for Fed Chair strengthened the dollar. Healthcare stocks UnitedHealth (down 17.87%) and Humana (down 26.07%) fell after analyst downgrades. Other notable losers included The Trade Desk (down 16.61%), First Majestic Silver (down 22.86%), Axon Enterprise (down 20.88%), Reddit (down 16.79%), and Regencell Bioscience (down 13.38%).

02/01/2026, 2:31 PM • Benzinga

'Big Short' Is Long On Molina Healthcare Stock—Was He Big Wrong?

Michael Burry, famous for betting against the housing market, liquidated his UnitedHealth stake in Q3 2025 and rotated heavily into Molina Healthcare, calling it a 'generational buy.' While major insurers faced steep losses following a low 2027 Medicare rate proposal from CMS, Molina fared better than peers due to its 75% Medicaid revenue exposure and disciplined operations. Burry's contrarian bet appears to be paying off early in 2026.

01/27/2026, 7:13 PM • Benzinga

Stock Market Today: Dow Futures Slip, Nasdaq Gains Amid Trump's Fresh South Korea Tariffs— General Motors, UnitedHealth, Cloudflare In Focus (UPDATED)

U.S. stock futures showed mixed performance on Tuesday as President Trump announced fresh tariffs against South Korea. The S&P 500 and Nasdaq gained slightly while the Dow slipped. Key movers included UnitedHealth and Humana declining on healthcare policy concerns, Cloudflare surging on AI excitement, and Nucor falling after missing earnings estimates. The Federal Reserve begins its policy meeting with markets expecting rates to remain unchanged.

01/27/2026, 8:39 AM • Benzinga

Humana Stock Down as Medicare Rate Proposal Hits Insurers

Humana shares plummeted 13.49% in premarket trading following the Trump administration's proposal for nearly flat Medicare Advantage payment rates for 2027, with only a 0.09% net average payment increase versus Wall Street expectations of 4-6%. The broader health insurance sector also suffered significant losses, with CVS Health, UnitedHealth Group, and Elevance Health all declining sharply.

01/27/2026, 7:22 AM • Investing