Finances
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Humana confident in Medicare Advantage growth despite plan generosity muddling margin recovery
The Medicare giant likes what it’s seen in the first two weeks of open enrollment. But there are steps it can take if membership growth starts getting out of hand, executives said.
By Rebecca Pifer • Nov. 5, 2025 -
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Medicare finalizes controversial cut to specialty care next year
The CMS finalized the Medicare physician fee schedule for 2026 on Friday, one day before the statutory deadline. It includes an overall payment hike and a few policies that are deeply unpopular with specialists.
By Rebecca Pifer • Updated Nov. 4, 2025 -
Courtesy of Teladoc
Teladoc expands insurance coverage at mental health unit BetterHelp
Executives expect insurance coverage availability will be “largely national” by the end of 2026. The initiative is important for Teladoc to turn around financial performance for the segment, which has seen earnings and revenue decline.
By Emily Olsen • Oct. 30, 2025 -
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Cigna’s 2026 pharmacy profits could be dampened by transition to rebate-free model
Overall, Cigna expects earnings to grow next year after posting a solid third quarter. But investments in a new PBM model and discounted contracts for some big clients could lower Express Scripts’ profitability, executives said.
By Rebecca Pifer • Oct. 30, 2025 -
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UHS raises revenue guidance for 2025
The operator increased its outlook after posting earnings growth in the third quarter, aided by strong demand for services in its acute business and a newly approved Medicaid state supplemental payment program.
By Susanna Vogel • Oct. 29, 2025 -
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CVS hikes 2025 guidance despite goodwill impairment charge on healthcare delivery
The healthcare giant beat Wall Street expectations in the third quarter, but reported a net loss after recording a $5.7 billion charge linked primarily to decelerating clinic growth at Oak Street Health.
By Emily Olsen • Oct. 29, 2025 -
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Tenet pledges more money for high-acuity growth in 2025
The hospital operator will invest more in organic hospital growth and high-acuity service lines as it sees strong demand for services.
By Susanna Vogel • Oct. 29, 2025 -
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Centene posts $6.6B loss on massive value writedown
The goodwill impairment charge is meant to realign Centene’s value on its own books with its value in the market, which has plummeted this year. Still, Centene upped its earnings outlook for 2025.
By Rebecca Pifer • Oct. 29, 2025 -
Courtesy of UnitedHealth Group
UnitedHealth maps path back to Wall Street’s good graces
The healthcare giant beat Wall Street expectations in the third quarter and raised its 2025 earnings guidance, albeit modestly.
By Rebecca Pifer • Oct. 28, 2025 -
Emily Olsen/Healthcare Dive
Deep Dive // HLTH25Health systems are racing to adopt AI. But can they prove its value?
Measuring financial returns from AI can be challenging, experts said at the HLTH conference last week. But other metrics, like provider and patient satisfaction, are important too — and also impact providers’ bottom lines.
By Emily Olsen • Oct. 27, 2025 -
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Surprise BillingHigh volume of surprise billing disputes are ineligible for arbitration, insurers allege
Plans found 39% of claims submitted to independent dispute resolution last year were actually ineligible for the process, but arbiters themselves caught only 17% of improper cases, according to AHIP and the BCBSA.
By Rebecca Pifer • Oct. 27, 2025 -
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HCA raises 2025 guidance, but eyes looming headwinds
The for-profit operator's guidance raise is "cautious," one analyst said. Still, HCA is staring down challenges like the potential expiration of more generous Affordable Care Act subsidies.
By Susanna Vogel • Oct. 27, 2025 -
Illustration: Xavier Lalanne-Tauzia for Industry Dive
CHS promises more hospital divestitures during Q3 earnings call
The Tennessee-based health system will continue to sell hospitals as it looks to focus more on capital-efficient outpatient care.
By Susanna Vogel • Oct. 27, 2025 -
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Ballad Health sues UnitedHealth for Medicare Advantage ‘manipulation’
The Appalachian system said it is turning to the courts as a last resort after failing to resolve years of payment and patient care issues.
By Rebecca Pifer • Oct. 24, 2025 -
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Molina slashes 2025 profit guidance again on ACA woes
Molina’s profit in the third quarter plummeted as the insurer was hit with an increase in marketplace medical costs that one analyst called “staggering.”
By Rebecca Pifer • Oct. 23, 2025 -
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‘A quiet alarm bell going off’: Job-based family coverage hits $27K annually
Premium increases are outpacing wage growth and general inflation at a time of intense focus on healthcare affordability, according to new research from KFF.
By Rebecca Pifer • Oct. 22, 2025 -
Emily Olsen/Healthcare Dive
HLTH25Digital health IPO window opens, but uncertainty clouds outlook
Health technology firms are interested in going public next year, but policy and economic uncertainty is creating a difficult environment for IPOs, experts said at the HLTH conference last week.
By Emily Olsen • Oct. 22, 2025 -
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Elevance outperforms in third quarter but warns of Medicaid challenges
The Indianapolis-based company is the first major insurer to release earnings this cycle. Elevance did well in the quarter, but hinted that profits could be constrained in 2026.
By Rebecca Pifer • Oct. 21, 2025 -
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Humana loses Medicare Advantage stars lawsuit for a second time
A federal judge ruled in favor of the CMS on Tuesday, one day before the start of Medicare open enrollment. A spokesperson for Humana said the insurer is considering “all available legal options.”
By Rebecca Pifer • Oct. 14, 2025 -
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Sponsored by West MonroeNavigating the perfect storm: Cost pressures and regulatory challenges
Healthcare’s perfect storm: soaring costs, shifting regs and AI’s role in survival.
By Esteban López, MD, MBA Partner, Healthcare • Oct. 13, 2025 -
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Digital health funding outpacing last year as huge rounds increase: report
Investment in 2025 has reached $9.9 billion, exceeding the $8.4 billion that was raised through the third quarter last year, according to Rock Health.
By Emily Olsen • Updated Oct. 16, 2025 -
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Sponsored by ECHOPayment fraud in healthcare is getting harder to detect. Here’s how to fight back.
Fraudsters are raising the stakes. Explore why they’re harder to catch and how to strengthen your defenses across every claim payment.
By Brian Young • Oct. 6, 2025 -
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Humana’s Medicare Advantage star ratings slip for 2026
Humana is giving investors an early look at stars data after a CMS slip-up led some information to be inadvertantly shared online. The results are in line with expectations but still unsatisfactory, Humana said.
By Rebecca Pifer • Oct. 2, 2025 -
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CommonSpirit announces initiative to address mounting headwinds, lagging finances
"We’ve worked hard, but have not made as much progress as is needed," CFO Daniel Morissette said about the company’s 2025 financial results.
By Susanna Vogel • Oct. 2, 2025 -
Courtesy of Summa Health
General Catalyst’s HATCo finalizes Summa Health acquisition
The $515 million deal has closed after roughly two years, creating the first hospital system owned by a venture capital company.
By Rebecca Pifer • Oct. 1, 2025
