- UnitedHealth Group (NYSE:UNH), Humana (NYSE:HUM), and CVS Health (NYSE:CVS), which own Aetna, are seen as managed care providers set to benefit the most should former President Donald Trump win a second term in November.
- RBC Capital Markets on Friday released a note stating that following Thursday night’s debate between Trump and President Joe Biden, they see a more favorable regulatory environment under a Trump presidency.
- “A second Trump term would ease regulatory and reimbursement headwinds weighing on the managed care stocks, particularly the Medicare Advantage leaders UNH, HUM, and CVS,” analyst Ben Hendrix wrote.
- “Among the MCOs, we see the most immediate upside for UNH as we believe a Trump administration would also ease DOJ scrutiny around Optum and vertical integration between health plans and Optum Health’s primary are platform,” he added.
2024-06-28