Managed Care - MarketMinute

Medicare Advantage

Rate Shock: 2027 Medicare Advantage Proposals Trigger $80 Billion Sell-Off in Managed Care

The healthcare sector was rocked this week as the Centers for Medicare & Medicaid Services (CMS) released its highly anticipated 2027 Advance Notice, proposing a base payment rate increase that fell staggeringly short of industry expectations. The announcement has sent major insurers into a tailspin, erasing approximately $80 billion in

Healthcare

The Great Recalibration: Why 2026 Could Be Healthcare’s Year to Rebound

For the past two years, the U.S. healthcare sector has been the forgotten stepchild of the equity markets. As the S&P 500 (SPX) surged on the back of an artificial intelligence gold rush and a resilient tech economy, healthcare investors were left nursing a "double-digit hangover.

Humana

Humana Faces Steep Decline Amidst Broad Market Downturn: A Look at Potential Triggers and Industry Repercussions

November 6, 2025 – Humana Inc. (NYSE: HUM) shares experienced a significant downturn today, mirroring a broader negative trend across the market. While specific real-time triggers for this hypothetical date are beyond current predictive capabilities, the scenario points to a confluence of factors that could typically impact a major health insurer,

Humana

Humana (HUM) Soars 11.9% Amidst Strong Market Confidence

Louisville, KY – October 3, 2025 – Humana Inc. (NYSE: HUM) witnessed a significant surge in its stock price today, jumping an impressive 11.9% in early trading. This substantial gain has positioned the managed care giant as a top performer in the financial markets, reflecting robust investor confidence and potentially signaling

Healthcare

Molina Healthcare Defies Medicaid Headwinds, Demonstrating Sector Resilience

In a healthcare landscape increasingly shaped by regulatory shifts and economic pressures, Molina Healthcare, Inc. (NYSE: MOH) has emerged as a beacon of resilience, maintaining significant momentum despite substantial Medicaid headwinds throughout 2024 and 2025. While many of its peers grappled with declining enrollment and rising costs, Molina Healthcare strategically

Centene

Centene's Tumultuous Plunge: Forecast Withdrawal Rocks Healthcare Sector

Centene Corporation (NYSE: CNC), a major player in the managed healthcare sector, sent shockwaves through the financial markets on Tuesday, July 1, 2025, when it abruptly withdrew its 2025 financial guidance. This unexpected announcement triggered an immediate and severe sell-off, with the company's stock plummeting by as much