---
title: "BUZZ-Truist lifts US health insurer PTs on margin recovery prospects"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292633461.md"
datetime: "2026-07-14T13:20:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292633461.md)
  - [en](https://longbridge.com/en/news/292633461.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292633461.md)
generator: "portal-rs"
---

# BUZZ-Truist lifts US health insurer PTs on margin recovery prospects

Truist Securities raises PTs on U.S. health insurers Centene (CNC.N) , CVS Health (CVS.N) , Elevance Health (ELV.N) , Humana (HUM.N) , Molina Healthcare (MOH.N) and UnitedHealth (UNH.N) , while keeping ratings unchanged

Brokerage sees the sector “having several innings remaining of a longer-term earnings recovery opportunity across the government businesses”

The S&P 500 Managed Health Care Sub-Industry Index (.SPLRCHMO) has gained 32.03% YTD, according to LSEG data

Brokerage expects profits from government-backed plans to improve, supported by favorable 2027 Medicare rates and Medicaid margins likely bottoming in 2026 before recovering from 2027

Truist also sees further growth in Affordable Care Act plans and manageable medical use, adding that insurers’ 2026 cost and pricing forecasts appear conservative

“We remain bullish on continued investment activity across the group in technology/automation/AI,” Truist says

Brokerage reiterates “buy” ratings on Cigna (CI.N) , CNC, CVS, ELV and UNH and “hold” for HUM and MOH

PT changes from Truist:

Company New PT Old PT

### CNC $78 $71

### CVS $118 $108

### ELV $475 $450

### HUM $415 $320

### MOH $250 $205

### UNH $480 $440

### Related Stocks

- [CNC.US](https://longbridge.com/en/quote/CNC.US.md)
- [MOH.US](https://longbridge.com/en/quote/MOH.US.md)
- [HUM.US](https://longbridge.com/en/quote/HUM.US.md)
- [CVS.US](https://longbridge.com/en/quote/CVS.US.md)
- [UNH.US](https://longbridge.com/en/quote/UNH.US.md)
- [ELV.US](https://longbridge.com/en/quote/ELV.US.md)
- [UNHG.US](https://longbridge.com/en/quote/UNHG.US.md)
- [UNHU.US](https://longbridge.com/en/quote/UNHU.US.md)
- [UNHW.US](https://longbridge.com/en/quote/UNHW.US.md)
- [CI.US](https://longbridge.com/en/quote/CI.US.md)
- [TFC.US](https://longbridge.com/en/quote/TFC.US.md)

## Related News & Research

- [Humana Inc. $HUM Shares Sold by Handelsbanken Fonder AB](https://longbridge.com/en/news/296327657.md)
- [Ambea publishes offer document, prospectus for Humana takeover bid](https://longbridge.com/en/news/296795928.md)
- [Vista Investment Management Makes New $2.14 Million Investment in Elevance Health, Inc. $ELV](https://longbridge.com/en/news/296699815.md)
- [Csenge Advisory Group Makes New Investment in Elevance Health, Inc. $ELV](https://longbridge.com/en/news/296457970.md)
- [TrinityBridge Ltd Acquires New Position in Elevance Health, Inc. $ELV](https://longbridge.com/en/news/296605778.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**