에 대한 최신 뉴스 CVS Health (NYSE:CVS) 주식

CVS Health

CVS Health offers a diverse set of healthcare services. Its roots are in its retail pharmacy operations, where it operates over 9,000 stores primarily in the us. CVS is also a large pharmacy benefit manager (acquired through Caremark), processing about 2 billion adjusted claims annually. It also operates a top-tier health insurer (acquired through Aetna) where it serves about 26 million medical members. The company's recent acquisition of Oak Street adds primary care services to the mix, which could have significant synergies with all its existing business lines.

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미국 증시는 월요일 약간 상승하여 다우존스 산업평균지수가 0.04% 상승한 42,330.15로 마감되었고, S&amp;P 500 지수도 0.04% 상승하여 5,762.48로 마감되었다. 나스닥도 0.04% 상승하며 18,189.17로 마감했다.

월요일 주목받은 주식 5종목: 애플, 니오, CVS 헬스, 스텔란티스 그리고 테슬라

Health Care

Technicals

Trading Ideas

&#34;예전의 고점에서 매도하라&#34;는 오래된 월스트리트의 표현이다. 주식이 상승하여 이전의 고점 가격에 도달하면 저항선에 부딪히는 경향이 있기 때문이다. 이는 투자자와 트레이더의 심리 때문이다.

오늘의 주식: CVS 헬스의 주식을 팔아야 할 때일까?

Government

Long Ideas

Regulations

General

미국 연방거래위원회(FTC)가 유나이티드헬스 그룹(NYSE:UNH), CVS 헬스(NYSE:CVS) 및 시그나 그룹(NYSE:CI)의 처방약급여관리업체(PBM)들을 철저히 조사하고 있는 가운데, 투자자들은 어떤 의료 대기업이 이 위기를 가장 잘 이겨낼 수 있을지 궁금해하고 있다. 인슐린 가격을 부풀린 혐의로 이들 회사를 대상으로 한 이번 FTC의 소송은 의료 산업 전반에 큰 파급 효과를 미칠 수 있으며 이는 주식 변동성을 의미한다.

유나이티드헬스 vs CVS 헬스 vs 시그나: FTC 조사 및 규제 위기를 잘 이겨낼 의료 주식은?

CVS Health Corp

Morgan Stanley ETF Trust Calvert Ultra-Short Investment Grade ETF

CARDIOVASCULAR SCI INC by Cardiovascular Sciences, Inc.

Morgan Stanley ETF Trust Calvert US Select Equity ETF

CVS Group PLC

CIVITAS SOCIAL HSG PLC by CIVITAS SOCIAL HSG PLC

CV Sciences Inc

COVISTA COMMUNS INC by Covista Communications, Inc,

Covista Communications Inc

CONVERGENCE SYS INC CL A by Convergence Systems Inc.

Convergence Systems Inc

CVS HEALTH ORD

WIIM

CVS Health shares are trading higher after TD Cowen upgraded the stock from Hold to Buy and raised its price target from $59 to $85.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>HSBC analyst Saul Martinez upgraded Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) from Hold to Buy and announced a price target of $118. Morgan Stanley shares gained 0.1% to close at $104.57 on Thursday. <a href="https://www.benzinga.com/quote/MS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Bill Carcache upgraded the rating for M&amp;T Bank Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>) from Peer Perform to Outperform and announced a $210 price target. M&amp;T Bank shares fell 0.5% to close at $172.34 on Thursday. <a href="https://www.benzinga.com/quote/MTB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>TD Cowen analyst Charles Ryhee upgraded CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) from Hold to Buy and boosted the price target from $59 to $85. CVS Health shares rose 1.1% to close at $62.92 on Thursday. <a href="https://www.benzinga.com/quote/CVS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Robert Kad upgraded The Williams Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMB#NYSE">WMB</a>) from Equal-Weight to Overweight and raised the price target from $52 to $58. Williams shares gained 1.2% to close at $48.21 on Thursday. <a href="https://www.benzinga.com/quote/WMB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital analyst Phillip Jungwirth upgraded the rating for Diamondback Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NASDAQ">FANG</a>) from Market Perform to Outperform and raised the price target from $205 to $215. Diamondback Energy shares gained 3.9% to close at $188.30 on Thursday. <a href="https://www.benzinga.com/quote/FANG/analyst-ratings">See how other analysts view this stock</a>. </li>
</ul>
Considering buying MS stock? Here&#8217;s what analysts think.
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</ul>

Upgrades

Pre-Market Outlook

Analyst Ratings

FANG

This Morgan Stanley Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>HSBC raised the price target for GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) from $240 to $255. HSBC analyst Sean McLoughlin downgraded the stock from Buy to Hold. GE Vernova shares gained 1% to close at $254.68 on Thursday. <a href="https://www.benzinga.com/quote/GEV/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Macquarie raised the price target for Li Auto Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) from $25 to $33. Macquarie analyst Eugene Hsiao downgraded the stock from Outperform to Neutral. Li Auto shares fell 3.6% to close at $28.82 on Thursday. <a href="https://www.benzinga.com/quote/LI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. raised Eton Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETON#NASDAQ">ETON</a>) price target from $9 to $11. HC Wainwright &amp; Co. analyst Swayampakula Ramakanth maintained a Buy rating. Eton Pharmaceuticals shares gained 16.3% to close at $6.91 on Thursday. <a href="https://www.benzinga.com/quote/ETON/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>TD Cowen raised CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) price target from $59 to $85. TD Cowen analyst Charles Ryhee upgraded the stock from Hold to Buy. CVS Health shares gained 1.1% to close at $62.92 on Thursday. <a href="https://www.benzinga.com/quote/CVS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc raised Agree Realty Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADC#NYSE">ADC</a>) price target from $68 to $80. Keybanc analyst Upal Rana maintained an Overweight rating. Agree Realty shares fell 0.1% to close at $75.19 on Thursday. <a href="https://www.benzinga.com/quote/ADC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities raised the price target for Domino&#8217;s Pizza, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NYSE">DPZ</a>) from $577 to $582. B of A Securities analyst Sara Senatore maintained a Buy rating. Domino&#8217;s fell 0.6% to close at $420.89 on Thursday. <a href="https://www.benzinga.com/quote/DPZ/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Deutsche Bank cut Six Flags Entertainment Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FUN#NYSE">FUN</a>) price target from $65 to $58. Deutsche Bank analyst Chris Woronka maintained a Buy rating. Six Flags Entertainment shares fell 3.1% to close at $37.20 on Thursday. <a href="https://www.benzinga.com/quote/FUN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley raised the price target for RPM International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RPM#NYSE">RPM</a>) from $107 to $125. Morgan Stanley analyst Vincent Sinisi maintained an Equal-Weight rating. RPM shares fell 0.3% to close at $127.30 on Thursday. <a href="https://www.benzinga.com/quote/RPM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel raised Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) price target from $27 to $29. Stifel analyst Steven Wieczynski maintained a Buy rating. Norwegian Cruise Line shares fell 2.1% to close at $19.44 on Thursday. <a href="https://www.benzinga.com/quote/NCLH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Truist Securities boosted AECOM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACM#NYSE">ACM</a>) price target from $108 to $119. Truist Securities analyst Jamie Cook maintained a Buy rating. AECOM shares gained 0.6% to close at $102.57 on Thursday. <a href="https://www.benzinga.com/quote/ACM/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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</ul>

Price Target

ETON

NCLH

Domino's Pizza To Rally Over 38%? Here Are 10 Top Analyst Forecasts For Friday

TD Cowen analyst Charles Ryhee upgrades CVS Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) from Hold to Buy and raises the price target from $59 to $85.

TD Cowen Upgrades CVS Health to Buy, Raises Price Target to $85

Texas Attorney General Ken Paxton has filed a lawsuit against several major insulin manufacturers and pharmacy benefit managers (PBMs), alleging a conspiracy to <a target="_blank" href="https://www.benzinga.com/markets/equities/24/08/40560002/governments-suing-pharmacy-benefit-managers-over-insulin-prices-have-long-benefited-from-their-r" rel="noreferrer noopener">inflate insulin prices</a>.
The <a target="_blank" href="https://www.texasattorneygeneral.gov/news/releases/attorney-general-ken-paxton-sues-big-pharma-drug-manufacturers-and-pharmacy-benefit-managers" rel="noreferrer noopener">lawsuit</a> targets pharmaceutical companies such as Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) and PBMs, including Cigna Corp's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>) Express Scripts and CVS Health Inc's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) CVS Pharmacy, accusing them of engaging in an unlawful scheme to raise insulin prices.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/40964870/us-federal-trade-commission-sues-cvs-health-cigna-unitedhealths-pharmacy-benefit-managers-for-infl" rel="noreferrer noopener">US Federal Trade Commission Sues CVS Health, Cigna, UnitedHealth's Pharmacy Benefit Managers For Inflating Insulin Prices</a>.
According to the lawsuit, insulin manufacturers artificially raised the prices of their drugs while paying PBMs a significant, undisclosed portion in return for preferred placement in PBM offerings.
The PBMs allegedly rewarded the manufacturers with the highest list prices by giving their products preferred status while excluding more affordable alternatives.
These insulin drugs, which cost manufacturers less than $2 to produce, were introduced in the late 1990s at $20 per vial. However, prices have now soared to between $300 and $700 per vial.
Over the past decade, some manufacturers have raised insulin prices by as much as 1,000%.
Paxton expressed outrage over the alleged scheme, stating, "This is a disturbing conspiracy by which pharmaceutical companies were intentionally and artificially inflating the price of insulin. Big Pharma insulin manufacturers and PBMs worked together to take advantage of diabetes patients and drive prices as high as they could." He vowed to hold these companies accountable for their actions.
The complaint further claims that while PBMs have publicly positioned themselves as entities working to reduce drug prices and improve treatment access, their actions tell a different story.
The lawsuit argues that the PBMs have colluded with insulin manufacturers to manipulate the market for their financial gain, all at the expense of Texas diabetics and healthcare payors.
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Photo by towfiqu barbhuiya via unsplash

Large Cap

Legal

Texas Attorney General Sues Insulin Manufacturers and Pharmacy Benefit Managers Over Price-Fixing Conspiracy That Increased Prices by 1,000%

<a href="https://www.texasattorneygeneral.gov/news/releases/attorney-general-ken-paxton-sues-big-pharma-drug-manufacturers-and-pharmacy-benefit-managers">https://www.texasattorneygeneral.gov/news/releases/attorney-general-ken-paxton-sues-big-pharma-drug-manufacturers-and-pharmacy-benefit-managers</a>
Texas Attorney General Ken Paxton sued major insulin manufacturers and pharmacy benefit managers (&quot;PBMs&quot;)&mdash;including Eli Lilly, Express Scripts, CVS Pharmacy, and others&mdash;over a conspiracy to increase prices of insulin.&nbsp;
Through this conspiracy, the manufacturers artificially and willingly raised the prices of insulin then paid a significant, undisclosed portion back to the PBMs as a quid pro quo for inclusion in the PBMs&#39; standard offerings. The PBMs then granted preferred status to the manufacturer whose drug has the highest list price while excluding lower priced drugs. These synthetic insulin drugs, which today cost the manufacturers less than $2 to produce and were originally priced at $20 when released in the late 1990s, now range between $300 and $700. In the last decade alone, the manufacturers who are defendants in the lawsuit have increased the prices of their insulins up to 1,000%. Attorney General Paxton is suing because the insulin pricing scheme violates the Texas Deceptive Trade Practices Act, constitutes unjust enrichment, and represents an unlawful civil conspiracy.
&quot;This is a disturbing conspiracy by which pharmaceutical companies were intentionally and artificially inflating the price of insulin. Big Pharma insulin manufacturers and PBMs worked together to take advantage of diabetes patients and drive prices as high as they could,&quot; said Attorney General Paxton. &quot;These companies acted illegally and unethically to enrich themselves, and we will hold them accountable.&quot;
According to the complaint, &quot;While the PBM Defendants represent that they perform their services on behalf of their clients (including Texas payors) and diabetics to lower drug prices, increase access to affordable drugs, and promote diabetic health, these representations are false. Rather, the PBM Defendants have worked in coordination with the Manufacturer Defendants to distort the market for diabetic treatments to their benefit at the expense of Texas diabetics and payors.&quot;
Liston &amp; Deas, David Nutt &amp; Associates, the Cicala Law Firm, and Foreman Watkins Krutz are serving as outside counsel.

Texas Attor­ney Gen­er­al Ken Pax­ton Sues Big Phar­ma Drug Man­u­fac­tur­ers And Phar­ma­cy Ben­e­fit Man­agers For Con­spir­a­cy

Financial giants have made a conspicuous bearish move on CVS Health. Our analysis of options history for CVS Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) revealed 17 unusual trades.
Delving into the details, we found 41% of traders were bullish, while 47% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $440,613, and 13 were calls, valued at $786,829.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $50.0 to $75.0 for CVS Health over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for CVS Health's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of CVS Health's whale trades within a strike price range from $50.0 to $75.0 in the last 30 days. 
<h3>CVS Health Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727884937_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CVS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$1.23</td>
<td>$1.12</td>
<td>$1.14</td>
<td>$62.00</td>
<td>$284.9K</td>
<td>607</td>
<td>2.5K</td>
</tr>
<tr>
<td>CVS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$10.4</td>
<td>$10.1</td>
<td>$10.2</td>
<td>$60.00</td>
<td>$180.5K</td>
<td>987</td>
<td>178</td>
</tr>
<tr>
<td>CVS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$2.85</td>
<td>$2.37</td>
<td>$2.4</td>
<td>$65.00</td>
<td>$168.0K</td>
<td>7.3K</td>
<td>57</td>
</tr>
<tr>
<td>CVS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$5.1</td>
<td>$5.0</td>
<td>$5.1</td>
<td>$55.00</td>
<td>$91.3K</td>
<td>3.7K</td>
<td>179</td>
</tr>
<tr>
<td>CVS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$10.6</td>
<td>$10.5</td>
<td>$10.5</td>
<td>$55.00</td>
<td>$75.6K</td>
<td>474</td>
<td>73</td>
</tr>
</tbody>
</table>

<h3>About CVS Health</h3>
CVS Health offers a diverse set of healthcare services. Its roots are in its retail pharmacy operations, where it operates over 9,000 stores primarily in the us. CVS is also a large pharmacy benefit manager (acquired through Caremark), processing about 2 billion adjusted claims annually. It also operates a top-tier health insurer (acquired through Aetna) where it serves about 26 million medical members. The company's recent acquisition of Oak Street adds primary care services to the mix, which could have significant synergies with all its existing business lines.
<h3>CVS Health's Current Market Status</h3>
<ul>
<li>Trading volume stands at 10,926,257, with CVS's price up by 2.06%, positioned at $62.8.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 35 days.</li>
</ul>
<h3>What The Experts Say On CVS Health</h3>
4 market experts have recently issued ratings for this stock, with a consensus target price of $63.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from RBC Capital downgraded its action to Outperform with a price target of $68. 
&#x2A; In a cautious move, an analyst from Cantor Fitzgerald downgraded its rating to Neutral, setting a price target of $62. 
&#x2A; Reflecting concerns, an analyst from Cantor Fitzgerald lowers its rating to Neutral with a new price target of $62. 
&#x2A; An analyst from Cantor Fitzgerald has revised its rating downward to Neutral, adjusting the price target to $62. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for CVS Health with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Unpacking the Latest Options Trading Trends in CVS Health

Glenview and CVS Leadership are engaged in good faith and constructive conversations through which Glenview is offering suggestions to enhance the governance, culture, efficiency, sustainability and growth of CVS Health.&nbsp;

Glenview Capital Says Press Reports That It Is Pushing For Break-Up Of CVS Health Are False

CVS Health Says It Will Reduce Its Workforce By Less Than 1%, Or About 2,900 Workers, As Part Of Previously Announced Cost-Savings Initiative

<a href="https://www.reuters.com/legal/government/cvs-explores-options-including-potential-break-up-sources-say-2024-10-01/">https://www.reuters.com/legal/government/cvs-explores-options-including-potential-break-up-sources-say-2024-10-01/</a>
&nbsp;
CVS Health <a href="https://www.reuters.com/markets/companies/CVS.N">(CVS.N), opens new tab</a> is exploring options that could include a break-up of the company to separate its retail and insurance units, as the struggling healthcare services company looks to turn around its fortunes amid pressure from investors, people familiar with the matter told Reuters.
CVS has been discussing various options - including how such a split would work - with its financial advisers in recent weeks, the sources said, requesting anonymity as the discussions are confidential.
The plan to potentially split the company's pharmacy chain and the insurance business has been discussed with the board of directors, which is yet to decide on the best course of action for CVS to pursue, the sources said, cautioning that the plans have not been finalized and CVS may opt for a different strategy.
CVS is also discussing whether its pharmacy benefits manager unit, which manages drug benefits for health plans, should be housed within the retail unit or under insurance, if it were to proceed with a separation that could result in two publicly traded companies, the sources said.
Such a move would effectively unwind CVS's landmark $70 billion takeover of healthcare insurer Aetna in 2017 and come as CVS attempts to navigate one of the most challenging periods in its six-decade history.
A CVS spokesperson declined to comment on whether it is holding talks to explore options.
"CVS's management team and Board of Directors are continually exploring ways to create shareholder value," the spokesperson said. "We remain focused on driving performance and delivering high quality healthcare products and services enabled by our unmatched scale and integrated model."
&nbsp;
The latest discussions come as CVS faces increasing pressure from investors such as Glenview Capital, which is said to be <a href="https://www.reuters.com/business/healthcare-pharmaceuticals/glenview-plans-activist-stance-push-changes-cvs-wsj-reports-2024-09-29/">pushing for changes</a> at the company to help improve its operations, after it cut its 2024 earnings outlook for a third consecutive quarter in August.
CVS, which has a market value of about $79 billion and held long-term debt of roughly $58 billion at the end of December, in August lowered its annual profit forecast to $6.40 to $6.65 per share, from its previous forecast of least $7.00 per share.
"While we view management's...adjusted EPS growth target for 2025 as attainable, we believe uncertainty around performance in 2024, as well as the outcome of CVS's 2025 Medicare Advantage bids, creates an unclear outlook for 2025 and beyond," TD Cowen analysts wrote in an Aug. 11 note.
<h2>RISING COSTS, LAGGING SHARE PRICE</h2>
CVS <a href="https://www.reuters.com/business/healthcare-pharmaceuticals/cvs-health-cuts-2024-profit-forecast-elevated-medical-costs-2024-08-07/">recently announced</a> the exit of Aetna head Brian Kane, after its Medicare business, which is for Americans aged 65 and older, underperformed due to rising medical services costs, and initiated a $1 billion cost-cutting plan. Aetna currently generates roughly a third of CVS's overall revenue.
To be sure, CVS is not the only health insurer facing higher medical costs. UnitedHealth Group <a href="https://www.reuters.com/markets/companies/UNH.N">(UNH.N), opens new tab</a> flagged increasing costs earlier this year, and Humana <a href="https://www.reuters.com/markets/companies/HUM.N">(HUM.N), opens new tab</a> in its most recent quarterly earnings suggested that costs would remain elevated for the year.
CVS is led by healthcare industry veteran Karen Lynch, who previously headed the Aetna unit and is temporarily overseeing the business with Chief Financial Officer Tom Cowhey.
The company's shares have shed nearly a quarter of their value so far this year, underperforming the S&amp;P 500 <a href="https://www.reuters.com/markets/quote/.SPX">(.SPX), opens new tab</a>, which has risen nearly 21% during the same period. It is currently trading at a discount to most of its top peers, according to an analysis of LSEG data.
CVS trades at a multiple of seven times earnings before interest, taxes, depreciation and amortization, compared with nearly 14 times for UnitedHealth and roughly nine times for Cigna <a href="https://www.reuters.com/markets/companies/CI.N">(CI.N), opens new tab</a>.
"While we realize the medical insurance and PBM operations are facing problems currently, we agree with management, as highlighted last year at its investor day, that the long-term weak link at CVS will likely be its namesake retail pharmacy stores," said Julie Utterback, an analyst at Morningstar. "So unless there is a fix, such as expanding healthcare services in those stores substantially in the near future, a strategic change there may be necessary."
Founded in 1963, CVS has its roots in retail pharmacy, and operates over 9,000 stores primarily in the U.S. CVS has grown its various businesses through several notable acquisitions, including pharmacy benefits manager Caremark, Medicare home health company Signify Health, and Oak Street Health, a primary care provider for Medicare patients.
&nbsp;

Reported Earlier, 'CVS Explores Options Including Potential Break-Up, Sources Say' - Reuters News

Providing a diverse range of perspectives from bullish to bearish, 11 analysts have published ratings on CVS Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) in the last three months.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">9</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $62.27, a high estimate of $68.00, and a low estimate of $58.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 0.14%. 
<img src="https://www.benzinga.com/files/images/story/2024/1727794911_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of CVS Health among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Ben Hendrix</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$68.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Stephen Baxter</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$61.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>George Hill</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$63.00</td>
<td>$64.00</td>
</tr>
<tr>
<td>Andrew Mok</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$63.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Raises</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$58.00</td>
</tr>
<tr>
<td>Elizabeth Anderson</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$62.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$58.00</td>
<td>$58.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to CVS Health. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of CVS Health compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of CVS Health's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of CVS Health's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/CVS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on CVS Health analyst ratings.</a>
<h2>Discovering CVS Health: A Closer Look</h2>
CVS Health offers a diverse set of healthcare services. Its roots are in its retail pharmacy operations, where it operates over 9,000 stores primarily in the us. CVS is also a large pharmacy benefit manager (acquired through Caremark), processing about 2 billion adjusted claims annually. It also operates a top-tier health insurer (acquired through Aetna) where it serves about 26 million medical members. The company's recent acquisition of Oak Street adds primary care services to the mix, which could have significant synergies with all its existing business lines.
<h3>Key Indicators: CVS Health's Financial Health</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: Over the 3 months period, CVS Health showcased positive performance, achieving a revenue growth rate of 2.6% as of 30 June, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Health Care sector.
Net Margin: CVS Health's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.94% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): CVS Health's ROE stands out, surpassing industry averages. With an impressive ROE of 2.38%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.7%, the company showcases effective utilization of assets.
Debt Management: CVS Health's debt-to-equity ratio is below the industry average at 1.12, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About CVS Health Stock

Cantor Fitzgerald analyst Sarah James reiterates CVS Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) with a Neutral and maintains $62 price target.

Reiteration

Cantor Fitzgerald Reiterates Neutral on CVS Health, Maintains $62 Price Target

CVS Health Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) is reportedly considering a major restructuring that could involve separating its <a target="_blank" href="https://www.benzinga.com/quote/CVS" rel="noreferrer noopener">retail and insurance businesses</a>.
The move comes as the healthcare services company faces investor pressure and seeks to recover from a challenging financial period.
CVS Health is trading at an EBITDA multiple of 7x, which is significantly lower than key competitors like UnitedHealth Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) and Cigna Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>), which trade at multiples of 14x and 9x, respectively.
This valuation gap underscores CVS's pressure to find a viable path forward amid growing competition and investor concerns.
These talks with financial advisers explore how a potential breakup would work, although no final decisions have been made yet.
Reuters report says the discussions, which remain confidential, include the possibility of unwinding CVS Health's $70 billion acquisition of Aetna in 2017, a deal that significantly expanded the company's insurance capabilities.
Now facing mounting difficulties in its retail and insurance sectors, CVS Health is assessing various strategies, including the potential split of its business units.
If the separation occurs, CVS Health could create two publicly traded companies, but the decision is pending approval from its board of directors.
Another point of debate is whether CVS Health's pharmacy benefits manager (PBM) should remain part of the retail division or be integrated into the insurance segment.
The final structure of any split will depend on internal deliberations, Although the Reuters report adds that CVS Health could still pursue a different approach.
As per a recent WSJ report, CVS Health is set to face renewed pressure as hedge fund&nbsp;Glenview Capital Management, led by founder&nbsp;Larry Robbins, plans to meet top executives, including CEO&nbsp;Karen Lynch, to <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/41091446/cvs-health-in-focus-as-activist-investor-prepares-for-high-level-talks" rel="noreferrer noopener">discuss operational improvements</a>.
The meeting with Glenview comes as part of Robbins' broader strategy to push for change.
In the second quarter, the pharmacy chain reported adjusted EPS of&nbsp;$1.83&nbsp;decreased from&nbsp;$2.21&nbsp;in the prior year, beating the consensus of $1.73.
The fall is primarily due to a decline in the Health Care Benefits segment's operating results, which reflect continued utilization pressure and the unfavorable impact of the company's Medicare Advantage star ratings for the 2024 payment year within&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40220306/cvs-health-reports-mixed-q2-earnings-lowers-2024-outlook-reshuffles-segment-management" rel="noreferrer noopener">the Medicare product line</a>.
CVS Health revised its adjusted EPS guidance to $6.40-$6.65&nbsp;from at least&nbsp;$7.00 versus the consensus of $6.98, reflecting continued pressure in the Health Care Benefits segment.
CVS Health decided to make leadership changes based on the current performance and outlook for the Health Care Benefits segment.&nbsp;
Brian Kane&nbsp;quit, and Karen Lynch,&nbsp;the CEO, assumed direct leadership of the Health Care Benefits segment.
Karen and Tom Cowhey, CVS Health's CFO, oversee the business's day-to-day management.
Price Action: At last check Tuesday, CVS stock was up 2.21% at $64.27 during the premarket session.
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Rumors

Media

CVS Health Mulls Split Of Retail And Insurance Divisions To Address Financial Challenges: Report

U.S. markets closed Monday slightly higher, with the Dow Jones Industrial Average edging up 0.04% to 42,330.15, while the S&amp;P 500 gained a similar 0.04% to reach 5,762.48. The Nasdaq also rose by nearly 0.04%, closing at 18,189.17.
These are the top stocks that gained the attention of retail traders and investors throughout the day:
Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shares ended Monday higher by 2.29% to end the day at $233. The company is <a href="https://www.benzinga.com/markets/equities/24/09/41097541/amazon-apple-tesla-brace-for-supply-chain-disruptions-as-potential-east-coast-dockworkers-strike">preparing for potential disruptions</a> due to a looming dockworkers&#8217; strike on the East and Gulf Coasts. The strike could halt half of the goods entering and leaving the U.S., impacting the tech giant significantly. 
NIO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) shares surged by 2.45% to close at $6.68. The company <a href="https://www.benzinga.com/news/24/09/41086919/why-nio-shares-are-trading-higher-by-around-13-here-are-20-stocks-moving-premarket">announced a significant investment</a> in its subsidiary, Nio China, causing the stock to jump 12.7% in pre-market trading. Nio announced that strategic investors committed to a 3.3 billion yuan cash investment in its subsidiary Nio China, while the company agreed to invest 10 billion yuan to subscribe to newly issued shares of the subsidiary.
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CVS Health Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) is set to face renewed pressure as hedge fund Glenview Capital Management <a href="https://www.benzinga.com/news/large-cap/24/09/41091446/cvs-health-in-focus-as-activist-investor-prepares-for-high-level-talks">plans to meet top executives</a> to discuss operational improvements. CVS shares rose by 2.44% to close at $62.88. 
Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) shares plunged by 12.52% to close at $14.05 after the company <a href="https://www.benzinga.com/markets/equities/24/09/41089577/whats-going-on-with-stellantis-stock-monday">revised its fiscal 2024 guidance</a> due to North American performance issues and a deterioration in global industry dynamics. 
Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) shares rose by 0.45% to close at $261.63. The company is expected to release its <a href="https://www.benzinga.com/news/24/09/41099499/tesla-could-report-slight-q3-deliveries-miss-amid-musks-political-controversies-munster-explains-why">third-quarter deliveries</a> report soon, and despite a potential slight miss, the stock is not expected to be significantly impacted. 
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Apple, Nio, CVS Health, Stellantis, Tesla: Why These 5 Stocks Are On Investors' Radars Today

&#8220;Sell at former peaks&#8221; is an old Wall Street expression. People say this because stocks tend to run into resistance when they rally to a price level that has been a peak. This is due to investor and trader psychology.
After a large and rapid move higher, shares of CVS Health Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) have stalled around the $63.30 level. 
As you can see on the chart, this was where the stock peaked in July. This is despite the fact that many analysts commented on the benefits of insurers evolving into<a href="https://www.benzinga.com/news/earnings/24/09/41054688/heres-why-surgery-partners-could-be-the-next-hot-takeover"> integrated healthcare companies.</a> This is why it is our Stock of the Day.
Rallies can stall at former peaks because there are people who regret buying at the peak when the price dropped afterward. Many of them experience buyer remorse and decide to sell their positions. But they don't want to lose money.
As a result, when the stock eventually reverses and returns to the buy price, they place sell orders. If there are enough of these orders it creates resistance at the level of the former peak, like it has here.
The chart also illustrates another important principle of trading. Stocks tend to find support when they sell off and drop to price levels that had been bottoms.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="629" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30162702/1-29-1024x629.png" alt="" class="wp-image-573275" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30162702/1-29-1024x629.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30162702/1-29-300x184.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30162702/1-29-768x472.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30162702/1-29.png 1183w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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This happens due to sellers' remorse. There are traders and investors who sell when a stock is at support. Some of them regret doing so when it rallies soon after.
Some of these remorseful sellers decide to buy their shares back. But they will only do so if they can buy them at the same price they were sold at.
So, if the shares eventually reverse and get back to the support level they place buy orders. If there are enough of these buy orders it will create support at the price level that had been support before.
Successful traders understand investment psychology. They know that buyers' remorse can cause stocks to stall at price levels that had been resistance. They also know that seller's remorse can cause stocks to find bottoms at price levels that had been support.
This knowledge can give traders valuable insights into where to place their sell and buy orders.
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Stock Of The Day: Is It Time To Sell CVS?

CVS Health Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) is set to face renewed pressure as hedge fund Glenview Capital Management, led by founder Larry Robbins, plans to meet top executives, including CEO Karen Lynch, to discuss operational improvements.
The meeting with Glenview comes as part of Robbins&#8217; broader strategy to push for change, the Wall Street Journal reports.
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Robbins, who has built a substantial $700 million position in CVS, sees potential for the company to revitalize its struggling business without resorting to a breakup.
Robbins is expected to propose cost-cutting and restructuring strategies but will not push for a breakup of CVS. Another hedge fund has also built a notable position in the company, hinting at further pressure from investors.
CVS, one of the largest healthcare companies in the U.S., has seen its stock tumble 24% year-to-date amid multiple earnings downgrades.
In the second quarter, the pharmacy chain reported adjusted EPS of&nbsp;$1.83&nbsp;decreased from&nbsp;$2.21&nbsp;in the prior year, beating the consensus of $1.73. The fall is primarily due to a decline in the Health Care Benefits segment&#8217;s operating results, which reflect continued utilization pressure and the unfavorable impact of the company&#8217;s Medicare Advantage star ratings for the 2024 payment year within <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40220306/cvs-health-reports-mixed-q2-earnings-lowers-2024-outlook-reshuffles-segment-management" rel="noreferrer noopener">the Medicare product line</a>.
CVS Health revised its adjusted EPS guidance to $6.40-$6.65&nbsp;from at least&nbsp;$7.00 versus the consensus of $6.98, reflecting continued pressure in the Health Care Benefits segment.
The Wall Street report <a target="_blank" href="https://www.wsj.com/health/healthcare/glenview-capital-plans-push-for-changes-at-cvs-5df8aa8a?mod=latest_headlines" rel="noreferrer noopener">adds</a> that CVS had heavily invested in attracting seniors to its Aetna Medicare plans, but the move backfired, squeezing margins. The company is now revising its Medicare approach for 2025 to address these issues.
CVS Health decided to make leadership changes based on the current performance and outlook for the Health Care Benefits segment.&nbsp;
Brian Kane&nbsp;quit, and Karen Lynch,&nbsp;the CEO, assumed direct leadership of the Health Care Benefits segment.
Karen and Tom Cowhey, CVS Health&#8217;s CFO, oversee the business&#8217;s day-to-day management.
Recently, the Federal Trade Commission (FTC) filed a formal complaint against three major pharmacy benefit managers (PBMs)—CVS Health&#8217;s Caremark,&nbsp;Cigna Corp&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>) Express Scripts, and&nbsp;UnitedHealth Group Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) Optum—for allegedly engaging in unfair and anti-competitive practices that have inflated the list&nbsp;<a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/40964870/us-federal-trade-commission-sues-cvs-health-cigna-unitedhealths-pharmacy-benefit-managers-for-infl" rel="noreferrer noopener">price of insulin medications</a>.
The FTC has also highlighted significant concerns regarding consolidating pharmacies and health insurance companies, focusing on the influence of a few dominant PBMs <a target="_blank" href="https://www.benzinga.com/government/24/07/39695378/ftc-investigation-uncovers-anti-competitive-practices-by-handful-of-pharmacy-benefit-managers-includ" rel="noreferrer noopener">on prescription drug prices</a>.
Price Action: CVS stock is up 3.27% at $63.39 during the premarket session at last check on Monday.
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Photo: Around the World Photos via Shutterstock

Movers

CVS Health in Focus as Activist Investor Prepares for High-Level Talks

CVS shares are trading higher following reports suggesting that hedge-fund investor, Glenview Capital Management, is meeting company executives to push for ways to improve operations.

<a href="https://www.wsj.com/health/healthcare/glenview-capital-plans-push-for-changes-at-cvs-5df8aa8a?mod=hp_lead_pos4" title="https://www.wsj.com/health/healthcare/glenview-capital-plans-push-for-changes-at-cvs-5df8aa8a?mod=hp_lead_pos4">https://www.wsj.com/health/healthcare/glenview-capital-plans-push-for-changes-at-cvs-5df8aa8a?mod=hp_lead_pos4</a>

Hedge Funds

Management

Insider Trades

The Wall Street Journal Reported Earlier, Investor Glenview Capital Plans Push For Changes At CVS Health; Meeting With Top CVS Executives On Monday To Propose Operational Improvements

With the stock markets trading near highs again and the start of a lower interest rates cycle, the backdrop for mergers, spin-offs, and acquisitions continues to improve. Elevated stock prices are just as good as currency when trying to acquire another company. The Sept. 24, 2024, announcement that Smartsheet Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/smar#NYSE">SMAR</a>) will be acquired by Blackstone and Vista Equity Partners for $56.50 per share or $8.4 billion is a prime example of the improving backdrop.
Prior to the news, plenty of speculation and rumors were swirling around about the work collaboration software provider. Investors looking for another potential and logical buyout candidate in the healthcare sector can take a close look at Surgery Partners Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/sgry#NASDAQ">SGRY</a>).
<h2>The Acute Care Boom Is Real, and Health Insurers Are Scrambling</h2>
The acute care boom has been a growth driver for Surgery Partners, which owns and operates surgical hospitals, centers and ambulatory facilities, providing high-quality care at lower prices than general hospitals. The acute care surge that started in the fall of 2023 shocked health insurers like Humana Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/hum#NYSE">HUM</a>), causing them to lower their earnings forecasts for the next two years. There was a significant rise in inpatient utilization from their Medicare Advantage members.
Due to the significantly lower prices, patients and insurance carriers prefer non-emergency procedures to be often handled at these specialized facilities rather than acute care hospitals. Their specialized facilities have lower overhead, more efficiency and less complexity.
Procedures performed at surgical centers can cost 50% less than at a traditional hospital. Many of these facilities have already negotiated rates with the major insurers, resulting in lower out-of-pocket expenses for the patients as well. Due to the lower costs, health insurance companies prefer outpatient surgical centers and ambulatory facilities over hospitals.
<h2>Surgery Partners Raises 2024 Revenue Forecast</h2>
Surgery Partners reported their second-quarter 2024 EPS of 21 cents, beating analyst expectations by a penny. Revenues rose 14.2% YoY to $762.1 million, beating consensus estimates of $735.94 million. The key metrics were strong as same-facility revenues grew 10% YoY, and same-facility cases rose 3.9% YoY. The company raised its full-year 2024 revenue forecast to at least $3.075 billion, beating consensus estimates of $3.06 billion.
<h2>Takeover Speculation Makes Sense for Integrated Health Care Transformation</h2>
Insurance carriers love Surgery Partners so much that there is speculation that UnitedHealth Group (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/unh#NYSE">UNH</a>) may be interested in acquiring them. Private equity firms are also very interested in the nation&#39;s third-largest ambulatory surgical center (ABC) operator. As more insurers evolve into integrated healthcare companies like Kaiser Permanente and as CVS Health Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cvs#NYSE">CVS</a>) did with its acquisition of Aetna Health Insurance, interest in Surgery Partners will continue to grow. Bain Capital is Surgery Partners&#39; largest shareholder, with a 39% stake.
<h2>SGRY Is Forming an Ascending Triangle Breakout </h2>
An ascending triangle pattern is comprised of a flat-top horizontal upper trendline resistance converging with an ascending (rising) lower trendline support to meet at the apex point. The breakout occurs when the stock surges through the upper trendline, and a breakdown occurs when the stock falls below the rising trendline.
<img alt="Surgery Partners SGRY stock chart" class="aligncenter" src="https://www.marketbeat.com/logos/articles/med_20240924103837_chartq-sgry.jpg" style="height:785px; width:915px" />
SGRY formed the flat-top upper trendline resistance at $33.95 after it deflected two breakout attempts. This pushed shares to the rising lower trendline and indicated growing demand as buyers raised their bids. The anchored daily VWAP support is at $29.15. SGRY continues to move closer to the apex point, where it can break out through the $33.95 upper trendline or fall below the $31.75 lower trendline.
The daily relative strength index (RSI) is stalled at the 58-band. Fibonacci (Fib) pullback support levels are at $31.08, $29.95, $28.35, and $25.78.
Surgery Partners&#39; average consensus price target is $39.86, and its highest analyst price target is $50.00. &nbsp;
The article &quot;<a href="https://www.marketbeat.com/stock-ideas/heres-why-surgery-partners-could-be-the-next-hot-takeover/">Here&#39;s Why Surgery Partners Could Be the Next Hot Takeover</a>&quot; first appeared on MarketBeat.

Earnings

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SGRY

SMAR

Here's Why Surgery Partners Could Be the Next Hot Takeover

GDRX

PETS

Shares of pharmacy stocks are trading higher. Costco on its earnings call said pharmacy had the strongest sales percentage increase within ancillary businesses, with a double-digit script count growth, which could possibly be lifting the sector.

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Morgan Stanley analyst Erin Wright maintained a Buy rating on CVS Health (CVS – Research Report) yesterday and set a price target of $65.00. Erin W...

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CVS Health (CVS – Research Report), the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst Charles Rhyee from TD Cowe...

Buy Rating on CVS Health: Strategic MA Plan Benefits and Anticipated Double-Digit EPS Growth

CVS Health raised to buy at TD Cowen on Medicare updates

5 stocks to watch on Friday: RIVN, CVS and more

Shares of CVS Health ($CVS) were on an upswing in trading on Friday after TD Cowen analyst Charles Rhyee upgraded the stock to Buy from a Hold, cit...

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Press Releases

CVS Investors Have Opportunity to Join CVS Health Corporation Fraud Investigation with the Schall Law Firm

Shareholders that lost money on CVS Health Corporation(CVS) Urged to Join Class Action – Contact The Gross Law Firm to Learn More

CVS Health supporting customers, patients, members and colleagues as Tropical Storm Francine approaches

CVS Pharmacy® launches birth control prescribing in Massachusetts

CVS ALERT: Bragar Eagel & Squire, P.C. is Investigating CVS Health Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Dividends

CVS Health announces quarterly dividend

CVS Health supporting customers, patients, members and colleagues as Hurricane Helene approaches

Aetna 2025 Medicare plans focus on most important health needs for members

FARE and CVS Pharmacy® continue to partner on Teal Pumpkin Project for a more inclusive Halloween

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CVS Corp

미국 증시는 월요일 약간 상승하여 다우존스 산업평균지수가 0.04% 상승한 42,330.15로 마감되었고, S&amp;P 500 지수도 0.04% 상승하여 5,762.48로 마감되었다. 나스닥도 0.04% 상승하며 18,189.17로 마감했다.
다음은 소매 투자자들과 트레이더들이 주목한 주요 주식다:
애플 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)
애플의 주식은 월요일 2.29% 상승하여 $233로 거래를 마감했다. 이 회사는 <a href="https://www.benzinga.com/markets/equities/24/09/41097541/amazon-apple-tesla-brace-for-supply-chain-disruptions-as-potential-east-coast-dockworkers-strike">동부 및 걸프 해안의 항만 노동자 파업</a>으로 인한 잠재적 혼잡을 대비하고 있다. 이 파업은 미국으로 들어오고 나가는 화물의 절반을 중단시킬 수 있어, 이 기술 대기업에 큰 영향을 미칠 수 있다.
니오 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>)
니오의 주식은 회사가 자회사인 니오 차이나(Nio China)에 대한 <a href="https://www.benzinga.com/news/24/09/41086919/why-nio-shares-are-trading-higher-by-around-13-here-are-20-stocks-moving-premarket">대규모 투자를 발표</a>한 후 2.45% 상승하여 $6.68로 거래를 마감했다. 니오는 전략적 투자자들이 자회사 니오 차이나에 33억 위안의 현금 투자를 약속했으며, 이 회사가 자회사에 신주 인수에 100억 위안을 투자하기로 합의했다고 발표했다. 이 소식으로 주식은 프리마켓 거래에서 12.7% 급등했다.
CVS 헬스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>)
CVS 헬스의 주식은 헤지펀드 글렌뷰 캐피탈 매니지먼트(Glenview Capital Management)가 <a href="https://www.benzinga.com/news/large-cap/24/09/41091446/cvs-health-in-focus-as-activist-investor-prepares-for-high-level-talks">경영진과 회의를 계획</a>하여 운영 개선에 대해 논의할 예정이어서 새로운 압박을 받을 것으로 보인다. CVS 주식은 2.44% 상승하여 $62.88로 거래를 마감했다.
스텔란티스 NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>)
스텔란티스의 주식은 회사가 북미 실적 문제와 글로벌 산업 역학 악화로 인해 <a href="https://www.benzinga.com/markets/equities/24/09/41089577/whats-going-on-with-stellantis-stock-monday">2024 회계연도 가이던스를 수정</a>한 후 12.52% 하락하여 $14.05로 거래를 마감했다.
테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
테슬라의 주식은 회사가 <a href="https://www.benzinga.com/news/24/09/41099499/tesla-could-report-slight-q3-deliveries-miss-amid-musks-political-controversies-munster-explains-why">3분기 인도량 보고서</a>를 곧 발표할 예정인 가운데 0.45% 상승하여 $261.63로 거래를 마감했다. 약간의 미달이 예상되지만 주식에는 큰 영향을 미치지 않을 것으로 보다.
사진 출처: Shutterstock
오늘의 거래를 준비하세요. <a href="Premarket Movers &amp; News">프리마켓 동향 및 뉴스</a>를 Benzinga에서 확인하세요.
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<li><a href="https://kr.benzinga.com/news/global/asia/%EC%A4%91%EA%B5%AD%EC%9D%B4-%EC%9E%90%EA%B5%AD-%EA%B8%B0%EC%97%85%EB%93%A4%EC%97%90%EA%B2%8C-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%EC%B9%A9-%EC%82%AC%EC%9A%A9%EC%9D%84-%ED%8F%AC%EA%B8%B0%ED%95%98/" target="_blank" rel="noopener"> 중국이 자국 기업들에게 엔비디아 칩을 포기하라고 권장하는 이유</a></li>
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이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었으며 <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>에 의해 편집되었습니다.
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&#8220;예전의 고점에서 매도하라&#8221;는 오래된 월스트리트의 표현이다. 주식이 상승하여 이전의 고점 가격에 도달하면 저항선에 부딪히는 경향이 있기 때문이다. 이는 투자자와 트레이더의 심리 때문이다.
CVS 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>)의 주가가 큰 폭으로 빠르게 상승한 후 63.30달러 수준에서 정체되고 있다.
이 차트에서 보시다시피, 이는 주가가 7월에 고점을 찍었던 가격이다. 많은 애널리스트들이 보험사들이 <a href="https://www.benzinga.com/news/earnings/24/09/41054688/heres-why-surgery-partners-could-be-the-next-hot-takeover" target="_blank" rel="noopener" data-google-interstitial="false">통합 헬스케어 회사들</a>로 발전하는 것의 이점에 대해 언급했음에도 불구하고 말이다. 이러한 이유로 오늘의 주식으로 선정했다.
주식이 이전의 고점에서 상승이 멈추는 이유는, 고점에서 매수하고 나서 가격이 하락했을 때 매수한 것을 후회하는 사람들이 있기 때문이다. 이들은 매수자 불만을 경험하고 자신의 포지션을 팔기로 결정한다. 하지만 손실을 보고 싶지 않다.
결과적으로, 주식이 결국 반전되어 매수 가격으로 돌아오면 그들은 매도 주문을 넣게 된다. 이러한 매도 주문이 충분히 많으면 이전의 고점에서 저항선이 형성된다. 여기서도 마찬가지다.
이 차트는 또 다른 중요한 거래 원칙을 보여준다. 주식은 하락하여 바닥 가격 수준에 도달하면 지지선을 찾는 경향이 있다.
<img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30162702/1-29-1024x629.png?optimize=medium&amp;dpr=1.25&amp;auto=webp&amp;width=2048" />
이것은 매도자 후회로 인해 발생한다. 주식이 지지선에 있을 때 매도하는 트레이더와 투자자들이 있다. 이들 중 일부는 주가가 곧 상승한 후 매도한 것을 후회하게 된다.
후회한 매도자들 중 일부는 다시 주식을 사기 결정한다. 하지만 손실을 안보기 위해 그들은 매도했던 가격과 동일한 가격에 다시 사야만 한다.
따라서 주식이 결국 반전되어 지지선으로 돌아가면 그들은 매수 주문을 넣는다. 이러한 매수 주문이 충분히 많으면 이전의 지지선에서 다시 지지선이 형성된다.
성공적인 트레이더들은 투자 심리를 이해한다. 그들은 매수자들의 후회가 주식이 저항선에서 상승이 멈추게 할 수 있음을 알고 있다. 또한 매도자들의 후회가 주식이 지지선에서 바닥을 찾게 할 수 있다는 것도 알고 있다.
이러한 지식을 통해 트레이더는 매도 및 매수 주문을 어디에 넣어야 할지에 대한 귀중한 통찰을 얻을 수 있다.
주가 움직임: CVS 헬스의 주식은 월요일 2.44% 상승한 $62.88에 마감되었다. 하지만 올해 들어 22.23% 하락했다.
다음 뉴스도 참고하세요: 
• <a href="https://www.benzinga.com/news/24/09/41102248/stocks-slip-as-powell-says-future-interest-rate-cuts-hinge-on-data-economy-is-in-solid-shape-we-inte">파월, 향후 금리 인하가 데이터에 달려 있다고 말하며 주가 하락: &#8216;경제는 견고한 상태이며, 이를 유지하기 위해 우리의 도구를 사용할 계획입니다.&#8217;</a>
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독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
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미국 연방거래위원회(FTC)가 유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), CVS 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) 및 시그나 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>)의 처방약급여관리업체(PBM)들을 철저히 조사하고 있는 가운데, 투자자들은 어떤 의료 대기업이 <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noopener">이 위기를 가장 잘 이겨낼 수</a> 있을지 궁금해하고 있다.
인슐린 가격을 부풀린 혐의로 이들 회사를 <a href="https://www.cnbc.com/2024/09/20/ftc-sues-drug-middlemen-for-allegedly-inflating-insulin-prices.html" target="_blank" rel="noopener">대상으로</a> 한 이번 FTC의 소송은 의료 산업 전반에 큰 파급 효과를 미칠 수 있으며 이는 주식 변동성을 의미한다.
그래서, 어떤 주식이 더 건강해 보일까?
<h2 class="wp-block-heading">유나이티드헬스 그룹: 규모가 크고 대담하지만 면밀히 조사받고 있다</h2>
유나이티드헬스 그룹의 옵텀RX(OptumRx) 부문이 FTC 소송의 핵심에 있으며, UNH의 글로벌 의료 리더로서의 막대한 규모는 많은 힘을 부여하지만, 동시에 큰 표적이 되기도 한다.
애널리스트들은 향후 12개월 동안 주가가 <a href="https://www.benzinga.com/report/UNH" target="_blank" rel="noopener">2.75%</a> 정도 움직일 것으로 예상하며, 목표 주가는 591달러에서 680달러 사이이다. 유나이티드헬스의 규모는 FTC의 결정에 따라 방패 역할을 할 수도 있고, 발목을 잡을 수도 있다.
현재로서는 이 회사는 헤비급 챔피언이지만, 그 부피가 규제적 타격을 피하는 데 도움이 될지는 두고 봐야 한다.
참고 기사: <a href="https://www.benzinga.com/general/biotech/24/09/40820758/unitedhealth-follows-competitors-replaces-humira-with-lower-cost-biosimilars">유나이티드헬스, 경쟁사들을 따라가며 휴미라를 저가형 바이오시밀러로 대체</a>
<h2 class="wp-block-heading">CVS 헬: 소매의 회복력 또는 규제의 걸림돌?</h2>
9,000개가 넘는 약국 지점과 PBM 사업 케어마크(Caremark)로 유명한 CVS 헬스도 겨냥당하고 있다.
애트나(Aetna)와의 통합 및 최근 오크 스트리트(Oak Street) 인수는 위험 확산에 도움이 될 수 있지만 운영의 ​​복잡성으로 인해 더 많은 규제 조사가 필요하다.
애널리스트들은 약 6.36%의 주가 변동을 예상하고 있으며, <a href="https://www.benzinga.com/report/CVS" target="_blank" rel="noopener">12개월 목표 주가는 63달러</a>이다. CVS는 다각화된 플레이어이지만, 만능형이 되는 것은 규제 미로를 탐색하는 것을 더욱 복잡하게 만들 수 있다.
<h2 class="wp-block-heading">시그나: 틈새 집중, 더 큰 움직임?</h2>
시그나는 주목해야 할 언더독일 수 있다. 이 회사의 PBM 부문인 익스프레스 스크립츠(Express Scripts)는 주요 플레이어이지만, 시그나는 자가 보험 플랜 및 주요 정부 계약을 통한 보다 집중된 접근 방식으로 더 큰 경쟁사들보다 쉽게 전환할 수 있을 것이다.
애널리스트들은 시그나의 주가가 <a href="https://www.benzinga.com/report/CI" target="_blank" rel="noopener">14.22%</a> 정도 움직일 것으로 예상하며, 목표 주가는 400달러에서 438달러 사이이다. 시그나는 더 넓은 건강 보험 시장에서 더 작은 입지를 가지고 있어 최악의 규제적 여파를 피할 수 있고, 반격할 수 있을 것으로 보인다.
<h2 class="wp-block-heading">누가 우위를 점할까?</h2>
이 의료 주식 대결에서 승자는 이 회사들이 FTC의 증가하는 조사에 얼마나 잘 적응할 수 있는지에 달려 있다.
유나이티드헬스의 규모는 강점을 제공하지만 더 큰 타깃이 될 수도 있다. CVS는 다양한 포트폴리오를 보유하고 있지만 복잡성으로 인한 위험에 직면해 있다. 시그나는 규모는 작지만 가장 큰 가격 변동에 대비한 것으로 보이며 규제 역풍을 처리하는 데 가장 민첩할 수 있다.
투자자들은 이 법적 상황이 어떻게 전개되는지 주의 깊게 지켜봐야 하며, 더 많은 드라마가 기다리고 있다!

다음 기사 읽기: 
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40957261/wall-streets-most-accurate-analysts-weigh-in-on-3-health-care-stocks-with-over-3-dividend-yields">월가의 가장 정확한 애널리스트들이 3개의 헬스 케어 주식에 대해 3% 이상의 배당 수익률을 평가</a></li>
</ul>
사진: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

수요일 오전 (현지 시간 기준) 미국 주식 선물이 더 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다:
<ul>
<li>월스트리트는 맥케슨 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCK#NYSE">MCK</a>)이 시장 마감 후 825억 3천만 달러의 매출과 주당 7.21달러의 분기 이익을 보고할 것으로 예상하고 있다. 맥케슨의 주식은 시간외 거래에서 2.2% 상승한 627.73달러를 기록했다.</li>
<li></li>
<li>윅스닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WIX#NASDAQ">WIX</a>)은 예상보다 나은 2분기 실적을 발표하고 2024년 전망을 상향 조정했다. 윅스 주가는 시간외 거래에서 3% 상승한 161.80달러를 기록했다.</li>
<li></li>
<li>분석가들은 월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)가 분기별 주당 1.20달러의 이익과 231억 1천만 달러의 매출을 기록할 것으로 예상하고 있다. 회사는 개장 전에 실적을 발표할 예정이다. 디즈니의 주가는 시간외 거래에서 0.5% 상승한 90.46달러를 기록했다.</li>
<li></li>
<li>리비안 오토모티브(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>)는 <a href="https://www.benzinga.com/news/earnings/24/08/40203182/rivian-q2-earnings-highlights-revenue-beat-eps-miss-volkswagen-jv-to-speed-up-the-transition-away-f" target="_blank" rel="noopener" data-google-interstitial="false">2분기에 예상보다 큰 손실</a>을 보고했다. 회사는 이전에 공유된 지침의 모든 측면을 재확인했다. 리비안은 이전에 57,000대의 연간 생산 목표를 발표했었다. 리비안의 주가는 시간외 거래에서 7% 하락한 13.77달러를 기록했다.</li>
<li></li>
<li>분석가들은 CVS 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>)이 개장 전에 매출 915억 1천만 달러, 주당 1.73달러의 분기 이익을 기록할 것으로 예상한다. CVS 헬스의 주가는 시간외 거래에서 2.6% 하락한 56.85달러를 기록했다.</li>
<li></li>
</ul>
Photo courtesy: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

수요일 주목해야 할 주식: 디즈니, CVS 헬스, 윅스닷컴 그리고 2종목

월요일 시간외 거래에서 유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), 휴매나(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>)와 CVS 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>)를 포함한 여러 의료 보험 회사들의 주가가 하락했다. 이는 메디케어 및 메디테이드서비스 센터(CMS)가 <a href="https://www.cms.gov/newsroom/press-releases/cms-finalizes-payment-updates-2025-medicare-advantage-and-medicare-part-d-programs">결제 업데이트를 확정</a>한 후 발생한 일이다.
사건의 전말: CMS는 월요일, 메디케어 어드밴티지(MA) 및 메디케어 파트 D 처방약(파트 D) 프로그램에 대한 2025년도 요율 발표를 확정하고 이 프로그램에 대한 결제 정책을 업데이트하고 결제 정확도를 보장하도록 했다고 발표했다.
이번 요율 발표에 따르면, 2024년부터 2025년까지 평균적으로 정부로부터 MA 계획에 대한 지급이 3.7% 증가할 것으로 예상된다. 또한 2025 년 미 연방정부는 사설 보험 계획에 대해 500 ~ 600 억 달러 사이의 MA 지급을 예상하고 있다.
CMS는 또한 2025년 메디케어 파트 D 약물 혜택 구조를 개선하여 약값을 낮출 예정이라고 밝혔다. 2025년에 메디케어 파트 D를 가입한 사람들의 연간 최대 부담 비용은 2,000 달러로 제한될 것이다.
&#8220;대통령의 하위 처방약에 대한 비용을 낮추게 해주는 인플레이션 감축법(IRA) 덕분에 다음 해에 메디케어 파트 D를 가입한 수백만 명의 사람들은 약값이 더욱 낮아질 것이다. 여러분의 처방약에 대한 금액 지불은 2,000달러를 초과하지 않도록 제한될 것이다. 이로써 여러분은 더 많은 돈을 주머니에 넣을 수 있다&#8221; 라며 미국 보건인구사회부의 자비에르 베서라(Xavier Becerra) 행정부 장관은 말했다.
&#8220;파트 D 약물 혜택 개선은 물론, 이번 결제 업데이트로 인해 이들 프로그램에 의존하는 메디케어 관리 보험 계획에 대한 결제도 개선되었다. 바이든-해리스 행정부는 미국 국민들의 건강 관리 비용을 계속해서 낮추겠다. 이는 대통령이 한 약속을 지키기 위한 것이다.&#8221;
다른 뉴스들: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38030693/galapagos-downgraded-pharma-firm-faces-uphill-battle-with-slow-pipeline-progress">Galapagos Downgraded, Pharma Firm Faces Uphill Battle With Slow Pipeline Progress: Analyst</a>
UNH, HUM, CVS 주가 움직임: 월요일 시간외 거래에서, <a href="http://pro.benzinga.com">Benzinga Pro</a>(벤징가 프로) 따르면, 미국 헬스케어의 주가는 해당 뉴스로 4.5% 하락했다. 휴매나는 9.6% 하락했으며, CVS 주식은 5.92% 빠졌다.
사진: UnitedHealth의 제공

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