--- title: "3 Health Insurance Stocks Holding Green in Market Turmoil" description: "Three healthcare stocks, Molina Healthcare, Centene, and UnitedHealth Group, have shown resilience during recent market turmoil, rising due to President Trump's assurances on Medicare and Medicaid ben" type: "news" locale: "en" url: "https://longbridge.com/en/news/235217939.md" published_at: "2025-04-09T11:45:00.000Z" --- # 3 Health Insurance Stocks Holding Green in Market Turmoil > Three healthcare stocks, Molina Healthcare, Centene, and UnitedHealth Group, have shown resilience during recent market turmoil, rising due to President Trump's assurances on Medicare and Medicaid benefits. Molina's shares increased over 7% following Trump's speech, emphasizing the importance of these programs for its revenue. Centene's stock rose nearly 6%, benefiting from Trump's supportive rhetoric on Medicaid. UnitedHealth's shares gained over 3% after CMS announced a significant increase in Medicare Advantage reimbursements. Overall, these stocks have performed well amid broader market challenges. During the recent market turmoil, three healthcare stocks have performed very well. Those stocks are deeply involved in the **health insurance industry.** They reacted positively after President Donald Trump’s **“Liberation Day”** press conference. However, this wasn’t because investors believed that tariffs would positively impact these firms. It was largely due to comments made by President Trump on key medical issues as well as other recent events relevant to these firms. **President Trump said in the speech that he would not cut Medicare and Medicaid benefits.** These programs are vital sources of revenue for these stocks. Additionally, the United States Senate confirmed Mehmet Oz to lead the Centers for Medicare and Medicaid Services (CMS). Markets may have viewed this as positive due to Oz’s noncommittal attitude when it comes to cutting Medicare and Medicaid. Below are the details on the three stocks that have held relatively firm since the market-rattling tariff news. Get **UnitedHealth Group** alerts: ## Molina Healthcare: Trump's Medicaid Commitment Inspires Confidence On Apr. 3, the day after Trump’s Liberation Day speech, **shares of Molina Healthcare NYSE: MOH popped by over 7%.** In the speech, the President reiterated his previous statements, asserting that he would not reduce Medicare and Medicaid benefits. In 2024, **over 75% of Molina’s total revenue came from Medicaid premiums.** For Medicare, the figure was nearly 14%. Seeing these programs go with no or minimal cuts is important for the company to maintain and grow revenues. Molina said in its last earnings call that it believes any possible cuts to Medicaid will be minimal. The U.S. Senate has approved a budget reconciliation proposal. **It suggests cutting up to $880 billion over the next ten years**, targeting the committee that oversees Medicare and Medicaid. Republican lawmakers say cuts to Medicare and Medicaid will happen by reducing waste and fraud. The Government Accountability Office estimates that in 2024, Medicare and Medicaid made more than $85 billion in improper payments. Eliminating this improper spending for the next ten years could achieve nearly all the $880 billion in savings Senate Republicans are aiming for. The focus will need to be on efficiency and accuracy if the administration hopes to do this, as the vast majority of these improper payments were not due to fraud. Overall, **Molina's shares are up 3.6% since Trump’s speech as of the Apr. 7 close.** ### Molina Healthcare, Inc. (MOH) Price Chart for Wednesday, April, 9, 2025 ## Centene: Shares Stay in the Green During Mass Sell-Off **Shares of Centene NYSE: CNC also responded positively after Trump’s speech, rising nearly 6% on Apr. 3.** This also marked the day that the Senate confirmed Mehmet Oz to run CMS. Oz has yet to give a clear answer on what he wants for the future of Medicaid, which Centene gets 51% of its total revenue from. Oz previously said that he “cherishes” Medicaid but has avoided answering whether he would oppose cuts to the program. Overall, Oz has painted himself as a proponent of improving Medicaid and wants to make sure it is “viable at every level." However, Trump’s rhetoric regarding the protection of Medicaid has become notably more supportive. On the campaign trail, he talked about **protecting Medicare and Social Security** but did not talk much about Medicaid. The President has now repeatedly said that he will not sign a bill that contains cuts to Medicaid benefits. **Centene is up 1% since Trump’s speech as of the Apr. 7 close.** ### Centene Co. (CNC) Price Chart for Wednesday, April, 9, 2025 ## UnitedHealth Group Shares Stand Strong, See Big Up Move Post Market on Apr. 7 Lastly, UnitedHealth Group NYSE: UNH shares **rose by over 3% the day after Trump’s speech.** Overall, **the stock is up 0.3% in the three days afterward.** The company doesn’t separate its revenues by healthcare programs. However, changes in Medicare and Medicaid policy significantly affect its business. Aftermarket news on Apr. 7 from CMS bolstered UnitedHealth’s recent returns. CMS announced that it would increase the amount it pays healthcare firms to administer Medicare Advantage plans by over 5% in 2026. The higher reimbursement rate gives a direct boost to UnitedHealth’s expected revenues for the year. It’s a major upgrade from the Centers for Medicare and Medicaid Services’ (CMS) original proposal of just a 2.2% increase. **UNH shares jumped nearly 6% in after-hours trading on the news** as the change delivered a big, unexpected benefit to the company. UnitedHealth is the largest Medicare Advantage provider in the country, with over 3 million more enrollees than its closest competitor. ### UnitedHealth Group Incorporated (UNH) Price Chart for Wednesday, April, 9, 2025 Overall, these health insurance stocks have acted as **a place of refuge amid the recent market chaos.** Going forward, markets will keep a close eye on potential changes to CMS regarding these names. ## Should You Invest $1,000 in UnitedHealth Group Right Now? Before you consider UnitedHealth Group, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and UnitedHealth Group wasn't on the list. While UnitedHealth Group currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [MOH.US - Molina Healthcare](https://longbridge.com/en/quote/MOH.US.md) - [UNH.US - Unitedhealth](https://longbridge.com/en/quote/UNH.US.md) - [CNC.US - Centene](https://longbridge.com/en/quote/CNC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Molina 医疗｜10-K：2025 财年营收 454 亿美元 | | [Link](https://longbridge.com/en/news/275512865.md) | | 期权热点｜上周五 UNH 涨 3%，部分看涨期权飙升 200% | 美东时间 02 月 13 日，联合健康期权总成交 124762 张，看涨期权占比 69%，看跌期权占比 30%。 | [Link](https://longbridge.com/en/news/276030171.md) | | Rhumbline Advisers 出售了 38,557 股康西哥公司（Centene Corporation）的股票，股票代码为$CNC | Rhumbline Advisers 已将其在 Centene Corporation (NYSE:CNC) 的持股比例降低了 3.4%，在第三季度出售了 38,557 股，剩余持有 1,086,024 股，估值约为 3,875 万美元。其 | [Link](https://longbridge.com/en/news/276004099.md) | | 联合健康在专注于利润率的同时，面临收入阻力和医疗保险的审查 | 联合健康集团（NYSE:UNH）正面临关于其医疗保险优势支付实践的监管审查加剧，这一点在参议院财政委员会的报告中得到了强调。由于报销环境的挑战，该公司正将重点从增长转向利润，预计将迎来数十年来的首次年度收入下降。这一转变引发了对各业务部门影 | [Link](https://longbridge.com/en/news/275721151.md) | | 看涨举动：Richard C Zoretic 表现出信心，购入了价值 10 万美元的 Molina Healthcare 股票 | 理查德·C·佐雷蒂克（Richard C Zoretic），Molina Healthcare 的董事会成员，购买了价值 100,128 美元的 800 股股票，显示出对公司的信心。在这次内部交易后，Molina Healthcare 的股 | [Link](https://longbridge.com/en/news/275918624.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.