Health insurance stocks rise 37.4% on average after strong Q1 earnings

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Health insurance provider stocks tracked by this publication posted a strong first quarter, with revenues beating analyst consensus estimates by 1.4% and next-quarter revenue guidance coming in line. As a group, share prices have risen 37.4% on average since the latest earnings results. Cencora reported revenues of $78.36 billion, up 3.8% year on year but falling short of expectations by 3.9%, leaving its stock flat. CVS Health delivered the biggest beat, with revenues of $100.4 billion up 6.2% year on year and exceeding estimates by 6.3%, driving a 29.2% stock gain. Molina Healthcare's revenues of $10.8 billion, down 3.1% year on year, met expectations but its full-year revenue guidance missed significantly, yet the stock surged 52.6%. Humana's revenues of $39.65 billion, up 23.5% year on year, met estimates and its full-year EPS guidance beat, propelling a 70.4% stock increase. Clover Health achieved the fastest revenue growth at 62% year on year to $749.2 million, beating estimates by 4.8%, and its stock jumped 65.9%.

Impact on stocks 5

Health Care± Mixed · 3 stocks
Cencora Inc.
COR
▼ NegativeCapitalrelevance

Cencora's revenues fell short of expectations by 3.9%, leaving stock flat.

CVS Health Corp
CVS
▲ PositiveCapitalrelevance

CVS Health delivered the biggest revenue beat (6.3% above estimates), stock gained 29.2%.

Molina Healthcare Inc
MOH
▲ PositiveCapitalrelevance

Molina Healthcare's revenues met expectations but full-year guidance missed; stock surged 52.6%.

Aging Population▲ · 2 stocks
Humana Inc
HUM
▲ PositiveCapitalrelevance

Humana's revenues met estimates and full-year EPS guidance beat, stock surged 70.4%.

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