UnitedHealth Group (UNH) Gains 4.2% as CVS Earnings Beat Lifts Managed-Care Sector

As seen on the 24/7 Wall St. homepage on November 4, 2026.

UNH UnitedHealth Group

Regular session

2:40pm ET

$411.60

+4.20% open $395.00

A 4.2% move to $411.60 adds roughly $15 billion to the largest managed-care insurer, and it comes after CVS, a competitor, reported a Q3 earnings beat this morning. Sector sentiment is getting repriced.

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UnitedHealth Group climbed to $411.60 during regular trading hours, adding roughly $15 billion to the market value of the largest managed-care insurer in the country.

The catalyst came from a competitor: CVS reported a third-quarter earnings beat this morning, and that surprise is lifting sentiment across the managed-care space.

Sources

Mentioned: UNH, CVS

Related Market Updates

CVS CVS Health

Regular session

2:40pm ET

$80.68

-5.14% open $85.05

The 5.14% slide to $80.68 comes on the same day the company reported a Q3 2026 earnings beat, with investors focused past the headline numbers. Roughly $5 billion of a $103 billion market cap gone in one session.

CVS CVS Health

Regular session

10:40am ET

$80.96

-4.81% open $85.05

Roughly $5 billion of CVS Health's value came off in one session, a 4.8% slide to $80.96, even though it reported a Q3 earnings beat the same day. Guidance and margin commentary are what to check next.

Exec Sum @exec_sum

8:44am ET

A breakup would hand shareholders separate stakes in the retail pharmacy and insurance/PBM businesses, the unit already in the FTC's crosshairs. Holders should keep an eye on the stock for confirmation from the company.

BREAKING: $CVS plans to split into two companies, in one of the biggest spinoffs in healthcare history

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CVS CVS Health

Q3 2026

6:30am ET

EPS

$2.09

est $1.65 +26.6%

Revenue

$108.40B

est $104.69B +3.5%

Aetna is the story: the medical benefit ratio improved to 91.3% from 92.8%, a managed-care cost trend moving the right way. Management raised full-year adjusted EPS guidance to at least $8.20 from $7.90 to $8.10.

Elizabeth Warren @senwarren

Nov 1, 12:30pm ET

The $3.3 billion Amedisys deal cleared DOJ review, but Warren's breakup push keeps legislative antitrust risk alive for UnitedHealth holders.

UnitedHealth already sells your insurance, employs your doctor, and manages your prescriptions. Now Trump's DOJ let them buy home health and hospice giant Amedisys for $3.3 BILLION – giving them MORE power to raise costs and deny care. We need to break up Big Medicine.

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Biggest movers · At the close Oct 14, 4:10pm ET

Gainers

BMYBristol Myers Squibb$59.29+4.6%
UNHUnitedHealth Group$393.7+4.2%
DOCUDocuSign$75.22+4.0%
AZNAstraZeneca$162.05+4.0%
MRNAModerna$224.51+3.8%

Losers

CRWVCoreWeave$65.81-15.4%
DOCNDigitalOcean$109.43-14.7%
CIFRCipher Digital$9.94-12.4%
IRENIren$30.52-12.3%
DELLDell Technologies$505.56-11.7%

Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.

Biggest movers · On the open Oct 14, 9:50am ET

Gainers

GTLBGitLab$53.87+3.7%
BLKBlackRock$1,097.71+3.0%
UNHUnitedHealth Group$388.44+2.8%
BRKRBruker$57.69+2.7%
AZNAstraZeneca$159.81+2.6%

Losers

CRWVCoreWeave$68.47-12.0%
PGRProgressive$204.89-8.1%
BACBank of America$50-7.3%
IRENIren$32.27-7.3%
NVTSNavitas Semiconductor$9.7-7.2%

CoreWeave is down 12% at the open, the worst move across the priority universe and a level worth checking before the session settles. Bank of America, sitting exactly at $50, is the blue chip to keep an eye on next.

UNH UnitedHealth Group

Regular session

Oct 13, 2:20pm ET

$377.13

-5.07% open $397.26

A 5.1% slide to $377.13 erases roughly $18 billion from the largest US health insurer on the day of its Q3 earnings report, where a beat sat alongside the Medicare exit impact. Moves this size are rare for a Dow component this big.

UNH UnitedHealth Group

Regular session

Oct 13, 10:20am ET

$375.74

-5.42% open $397.26

A 5.4% slide to $375.74 is a rare one-day drop for a $337 billion insurer, and it comes on an earnings report where a Q3 beat was offset by the Medicare exit impact. Keep an eye on whether buyers step in near the lows.

UNH UnitedHealth Group Incorporated

Reports Tue Oct 13 Before open 5:55 AM ET Confirmed

Oct 13, 5:00am ET

UnitedHealth reports at 5:55 AM ET, with analysts looking for $4.15 in EPS on $111.49 billion in revenue. The last two quarters cleared estimates by wide margins, so guidance on Medicare Advantage margins and the widening DOJ antitrust probe will set the tone for the stock.

Earnings on deck — Oct 12–16

51 companies 38 before open 13 after close

Oct 9, 1:00pm ET

Q3 earnings season front-loads everything into two mornings: JPMorgan, Goldman, Wells Fargo, Citi, UnitedHealth and Johnson & Johnson all report before the open Tuesday, with Bank of America, Morgan Stanley, BlackRock and ASML following Wednesday. Of 51 companies on the week, 38 land before the bell, so the tone for rates, credit and chip demand gets set early.

UNHUnitedHealth Group IncorporatedTue Oct 13Before open
JPMJPMorgan Chase & Co.Tue Oct 13Before open
GSThe Goldman Sachs Group, Inc.Tue Oct 13Before open
WFCWells Fargo & CompanyTue Oct 13Before open
DPZDomino's Pizza, Inc.Tue Oct 13Before open
JNJJohnson & JohnsonTue Oct 13Before open
CCitigroup Inc.Tue Oct 13Before open
ACIAlbertsons Companies, Inc.Tue Oct 13Before open
FBKFB Financial CorporationTue Oct 13Before open
AZZAZZ Inc.Tue Oct 13After close
ASMLASML Holding N.V.Wed Oct 14Before open
BACBank of America CorporationWed Oct 14Before open
MSMorgan StanleyWed Oct 14Before open
BLKBlackRock, Inc.Wed Oct 14Before open
PGRProgressive CorporationWed Oct 14Before open