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News
Trump issuing $500 refunds to nearly one million ACA plan participants
3+ day, 5+ hour ago (50+ words) Seeking Alpha - President Trump on Thursday said that nearly one million individuals who received health care coverage through Affordable Care Act exchange plans will receive a $500 refund due to “user fees” passed on to them through higher premiums....
US Health Insurers Raise Outlooks Despite Q2 Cost Rises, Shifting Membership
3+ week, 5+ day ago (48+ words) U.S. Health Insurers Raise Outlooks Despite Q2 Cost Rises, Shifting Membership Seeking Alpha Most leading US publicly traded managed care insurers raised their full-year earnings estimates following second quarter results, despite increasing medical costs and membership attrition. Many of the top publicly…...
BrightSpring Health Services: A Great Business, But I’m Waiting For A Better Entry
1+ mon, 3+ day ago (86+ words) Seeking Alpha - BrightSpring Health Services has delivered 22% revenue CAGR over five years, with strong segment growth and a compelling integrated care platform. - BTSG’s Onco360 specialty pharmacy and high-margin Provider Solutions drive recurring revenue, benefiting from secular demand and insurer preference for…...
Humana upgraded to outperform at Evercore on growth prospects
1+ mon, 2+ week ago (18+ words) Evercore ISI upgrades Humana to outperform on Medicare growth and 4-star ratings upside potential. Read more here....
Humana pops as Wells Fargo upgrades on moderating cost trends (HUM:NYSE)
2+ mon, 17+ hour ago (70+ words) Humana stock rises as Wells Fargo upgrades to Overweight, lifts target to $502 on easing Medicare Advantage costs. jetcityimage/iStock Editorial via Getty Images Humana (HUM) popped 2% on Monday after Wells Fargo upgraded the health insurer to Overweight from Equal-Weight, citing…...
Centene to offer employee buyouts following health plan membership losses
2+ mon, 4+ week ago (20+ words) Centene offers buyouts to most of its ~61,000 staff as health plan membership drops, especially marketplace. Read more here....
Rowan Street Q1 2026 Letter
4+ mon, 3+ week ago (1384+ words) We will not pretend these concerns are frivolous. They are not. When the cost of capital rises, the arithmetic of investing genuinely changes — a dollar earned a decade from now is worth less today than it was in a world…...
Euronet Worldwide - Time To Pay Up For The Payment Provider (NASDAQ:EEFT)
4+ mon, 4+ week ago (535+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to…...
Columbia Income Opportunities Fund Q4 2025 Commentary (AIOAX)
5+ mon, 3+ week ago (74+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to…...
CMS Rates Proposal Shatters Health Insurance Stocks: What Investors Must Know (& Do)
7+ mon, 2+ week ago (169+ words) Founded in 2004, Seeking Alpha is an industry-leading financial research platform powered by one of the world's largest investing communities. We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to…...