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Fly News Breaks for August 26, 2015
UNH, HCA
Aug 26, 2015 | 08:04 EDT
Oppenheimer expects HCA (HCA) and UnitedHealth (UNH) to continue to benefit from strong fundamentals, solid cash flow and the defensive nature of the healthcare universe.
News For HCA;UNH From the Last 2 Days
UNH
Mar 28, 2024 | 06:51 EDT
BofA downgraded Molina Healthcare (MOH) to Underperform from Neutral with a $439 price target. The firm, which is concerned that Molina and the Medicaid industry more broadly are likely to face rate pressure after a period of elevated margins, sees a less attractive risk/reward for Molina compared to other insurers the firm covers, the analyst tells investors. Molina is now trading roughly at parity with the firm's top pick in the space, UnitedHealth (UNH), compared to a 22% discount that had been seen over the last five years, helping to underscore the firm's view that "sentiment for Medicaid is nearing a top just at a time when Medicare is reaching a bottom," the analyst added.