Health Insurers Post Strong Q1 as CVS Leads and Cencora Lags

Earnings
โดย StockStory·Read original
Summary · why it matters

Health insurance providers tracked by StockStory reported a strong first quarter, with aggregate revenues beating analyst consensus estimates by 1.4% and next-quarter revenue guidance in line. CVS Health was the standout, reporting revenues of $100.4 billion, up 6.2% year on year and exceeding expectations by 6.3%, while also beating full-year EPS guidance estimates. Cigna posted revenues of $68.52 billion, up 4.7% and beating estimates by 3%, but its stock fell 3.8% as investor expectations ran higher than published projections. Cencora was the weakest performer, with revenues of $78.36 billion missing estimates by 3.9%, sending its shares down 8.1%. Oscar Health saw revenues jump 52.6% to $4.65 billion, though that still came in 5.7% below expectations, while Centene topped estimates by 6.2% with revenues of $49.94 billion, up 7.1%, and lost 1.36 million customers to end the quarter with 26.27 million. On average, share prices across the 12-stock group have risen 31.4% since the latest earnings results.

Impact on stocks 6

Health Care± Mixed · 4 stocks
CVS Health Corp
CVS
▲ PositiveCapitalrelevance

CVS Health reported revenues of $100.4 billion, up 6.2% and exceeding expectations by 6.3%, and beat full-year EPS guidance.

Cencora Inc.
COR
▼ NegativeCapitalrelevance

Cencora missed revenue estimates by 3.9%, sending shares down 8.1%.

Cigna Corp
CI
▼ NegativeCapitalrelevance

Cigna beat revenue estimates but its stock fell 3.8% as investor expectations ran higher than published projections.

Centene Corp
CNC
▲ PositiveCapitalrelevance

Centene topped revenue estimates by 6.2% with revenues up 7.1%.

Financials▼ · 1 stocks
Oscar Health Inc
OSCR
▼ NegativeCapitalrelevance

Oscar Health saw revenues jump 52.6% but still came in 5.7% below expectations.

Consumer Staples▲ · 1 stocks
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