---
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)
---

# 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)

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- [Molina Healthcare earnings beat estimates. The Medicaid insurer is confronting investor doubts.](https://longbridge.com/en/news/293530959.md)
- [MOH: Earnings and revenue declined sharply in Q2 2026, but full year EPS guidance was raised](https://longbridge.com/en/news/293517220.md)
- [UnitedHealth (UNH) Beat Q2 EPS by 30% and the Medical Cost Ratio Hit a Two-Year Low; Is $454 the Target?](https://longbridge.com/en/news/293048150.md)
- [Medicaid's New Twice-A-Year Eligibility Check Starts In December: How To Keep Your Coverage And Which Stocks Feel It](https://longbridge.com/en/news/292914615.md)
- [Hold Rating Maintained as Analyst Lowers Price Target to $200 Amid Strength in Medicaid/Duals but Deteriorating Marketplace Outlook](https://longbridge.com/en/news/293802872.md)