Wall Street showed renewed confidence in Medicaid insurers as Centene announced plans to raise rates for 2026 health plans, boosting profit margins. Shares of Centene, UnitedHealth, CVS Health, and Humana all rose. Centene reassured investors it would work with states to align payments with increased costs. Insurers are seeking design changes to reduce healthcare service usage. President Trump’s bill introduces work requirements for Medicaid coverage in 2027, raising concerns about potential disenrollment of healthy individuals. Medicaid plans faced disruptions after eligibility redeterminations, impacting insurer margins. Detailed data may support midyear price increases and correct rate mismatches set by states. Further data will enable insurers to enhance cost management techniques and increase state payments.

Read more at Yahoo Finance: Centene raises Wall Street optimism that Medicaid insurers can improve profits