BUZZ-CVS set to end 2025 higher, UnitedHealth set for yearly fall

Reuters
2025.12.31 11:48
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CVS Health shares have surged nearly 78% this year, ending a three-year losing streak, while UnitedHealth is down 34%, marking its third consecutive year of losses due to rising medical costs and regulatory challenges. Other insurers like Elevance, Centene, and Molina are also facing losses, with the S&P 500 Managed Health Care index down 28.7% year-to-date. Analysts suggest a potential recovery for Medicare Advantage in 2026, but Medicaid recovery may not begin until late 2026 or 2027. Insurers are under pressure, with estimates needing adjustments.