Summary

• The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates.
• The Centers for Medicare & Medicaid Services released higher-than-expected 2027 rates for Medicare Advantage plans that are aimed at seniors, assuaging some investor concerns.
• In the wake of first-quarter earnings releases, several major managed care insurers raised their full-year earnings estimates and saw their stock prices steadily rise.
• Despite being one of the few managed care insurers not to raise its 2026 earnings outlook, Humana Inc. saw some of the most significant stock gains after CMS raised Medicare rates.

The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates.

Many of the

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