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Aug 5, 2026

CVS raises 2026 outlook as Aetna insurance unit shows recovery

CVS Health exceeded second-quarter earnings and revenue estimates and raised its full-year guidance, driven by better-than-expected medical costs in its Aetna insurance business. The results signal improvement in the struggling insurance division.

Aug 5, 2026·2 sources
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Jul 16, 2026

UnitedHealth raises annual profit forecast as medical costs stabilize

UnitedHealth Group raised its 2026 profit outlook and beat quarterly earnings estimates, signaling recovery from previous challenges through tighter management of medical costs and improved performance in its Optum health services business.

Jul 16, 2026·4 sources
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May 21, 2026

Affordable Care Act Deductibles Surge 37% as Enhanced Tax Credits Expire

ACA Marketplace deductibles hit a record 37% increase in 2026 following the expiration of enhanced tax credits, pushing millions of enrollees toward cheaper, higher-deductible bronze plans. Premium payment rates have also dropped sharply across multiple states.

May 21, 2026·2 sources
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May 4, 2026

Congress Allows ACA Subsidies to Expire, Leading Millions to Drop Health Coverage

Millions of Americans are dropping health insurance coverage after Congress refused to extend federal tax credits for Affordable Care Act plans, resulting in significantly higher premiums that many cannot afford.

May 4, 2026·1 source
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Top claims

  • ▪The pharmacy and consumer wellness division recorded $33.82 billion in sales for the second quarter, slightly higher than the year-ago period.
  • ▪The health services segment includes the pharmacy benefits manager Caremark, which negotiates drug discounts for insurance plans.
  • ▪The Eli Lilly drug offering will be available by the early fourth quarter to both insured and out-of-pocket patients.

Topics

Healthcare costsPublic healthcareCorporate earningsAffordable Care ActHealthcare affordabilityHealthcare Policy
Tax policy
US Congress
Congressional regulation
Economic inequality

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