Patrick Orr Sells 44,615 Shares of Healthcare Services Group (NASDAQ:HCSG) Stock
EVP Patrick Orr sold 44,615 shares of Healthcare Services Group (NASDAQ:HCSG) stock on February 18th for approximately $915,945.95. This sale follows the company's stronger-than-expected Q4 earnings, where it reported $0.44 EPS against an estimated $0.23 and revenue of $466.68 million. HCSG stock traded up 2.1% to $20.64 with a "Moderate Buy" consensus rating and a $22 average price target.
BrainsWay gains as Cigna removes prior authorizations for depression therapy
BrainsWay (NASDAQ: BWAY) saw its shares rise by 4.2% after Cigna announced the removal of prior authorization requirements for transcranial magnetic stimulation (TMS) therapy for depression. This policy change, effective in April 2026, simplifies patient access to BrainsWay's Deep TMS system, potentially boosting adoption and revenue. The move reflects increasing acceptance of TMS as a frontline treatment for depression.
Earnings Flash (ITGR) Integer Holdings Corporation Reports Q4 Revenue $472.1M, vs. FactSet Est of $462.7M
Integer Holdings Corporation (ITGR) announced Q4 revenue of $472.1 million, surpassing FactSet's estimate of $462.7 million. The medical device company specializes in contract development and manufacturing for various medical markets, including cardiac rhythm management and cardio and vascular. The report was published on February 19, 2026.
New Haven sues Cigna, CVS Health, UnitedHealth over insulin pricing scheme
The City of New Haven has filed a RICO lawsuit against Cigna, CVS Health, UnitedHealth, and three insulin manufacturers, alleging a scheme to artificially inflate insulin prices between 2010 and 2019. The lawsuit claims that manufacturers set high list prices and funneled secret rebates and administrative fees to Pharmacy Benefit Managers (PBMs) in exchange for preferred formulary placement, leading to inflated costs for self-insured health plans. New Haven is seeking treble damages, disgorgement, punitive damages, and injunctive relief, claiming violations of federal and state antitrust and unfair trade practices acts.
Goodpath Launches Direct-to-Employer and Self-Pay Wegovy Access With Novo Nordisk Partnership
Goodpath has partnered with Novo Nordisk to offer direct-to-employer and self-pay options for Wegovy (both injectable and oral versions), aiming to provide employers with transparent GLP-1 pricing and control over subsidy levels. This initiative bypasses traditional PBM structures, integrating Wegovy into a comprehensive "whole-person" weight care model that also addresses comorbidities. Goodpath projects this direct-to-employer program could reduce obesity medication costs by 35% or more while ensuring clinical oversight and support for patients.
Cigna’s Evernorth drops prior authorization for TMS treatment By Investing.com
Cigna's Evernorth, a division of the Cigna Group, will eliminate prior authorization requirements for transcranial magnetic stimulation (TMS) treatment starting March 6, 2026. This policy change will apply to contracted providers for patients with coverage under Evernorth and Cigna Healthcare plans, serving over 18 million lives. The move aims to streamline access to TMS therapy for major depressive disorder and obsessive-compulsive disorder.
Cea Industries board advances plan to revise asset management deal
CEA Industries Inc.'s board has approved a plan to revise an asset management deal. This decision follows recent controversies involving YZi Labs and 10X Capital regarding beneficial ownership and other claims. The company continues to navigate various corporate actions, including board appointments and shareholder communications.
SM Energy to sell some Texas assets for $950 million
SM Energy Company announced the sale of some of its South Texas assets to Caturus for $950 million. The company, an independent energy producer, focuses on oil, gas, and natural gas liquid production primarily in the Midland Basin of West Texas and the Maverick Basin of South Texas. This sale reflects SM Energy's ongoing portfolio management and strategic adjustments within the energy sector.
BrainsWay (BWAY) Gains as Cigna Unit Eases TMS Therapy Access
BrainsWay (BWAY) shares rose after Cigna's Evernorth Behavioral Health unit removed prior authorization requirements for transcranial magnetic stimulation (TMS) therapy, effective March 6. This decision is expected to streamline access to BrainsWay's Deep TMS noninvasive treatment for various mental health disorders. The company demonstrates strong financial health and significant revenue growth, though its valuation metrics suggest a premium pricing.
Unnatural Products announces licensing agreement with Novartis to develop macrocyclic peptide therapeutics
Unnatural Products has entered into a licensing agreement with Novartis to develop macrocyclic peptide therapeutics, including a deal worth up to $1.7 billion specifically for a cardiovascular program. This collaboration highlights Novartis's continued investment in new therapeutic areas and its focus on expanding its pipeline through strategic partnerships.
Cigna’s Evernorth drops TMS pre-approvals, speeding depression care
BrainsWay (NASDAQ: BWAY) has announced that Cigna's Evernorth Behavioral Health will eliminate prior authorization requirements for transcranial magnetic stimulation (TMS) for contracted providers, effective March 6, 2026. This change is expected to accelerate patient access to TMS for major depressive disorder and OCD for over 18 million covered lives across 12 states. The company views this as a significant step in reducing administrative barriers and expanding access to its Deep TMS systems.
BrainsWay Reports Cigna’s Evernorth Behavioral Health to Eliminate Prior Authorization Requirements for TMS Coverage, Accelerating Access to Care
BrainsWay announced that Cigna's Evernorth Behavioral Health will eliminate prior authorization requirements for Transcranial Magnetic Stimulation (TMS) coverage, starting March 6, 2026. This change is expected to accelerate access to care for patients suffering from major depressive disorder and obsessive-compulsive disorder, empowering providers and reducing administrative hurdles. BrainsWay, a leader in Deep TMS technology, highlighted this as a significant step in expanding patient access to this effective treatment.
JPMorgan Adjusts Price Target on Weyerhaeuser to $30 From $27, Maintains Overweight Rating
JPMorgan has increased its price target for Weyerhaeuser (WY) to $30 from $27, while reiterating an Overweight rating on the stock. This adjustment reflects a positive outlook for the company, which specializes in wood products and forestry. The article also mentions recent news about Weyerhaeuser's dividend declaration and previews of new engineered wood products.
Is Elevance Health Quietly Becoming a Defensive Growth Stock for 2026?
Elevance Health (NYSE: ELV) continues to deliver strong financial results, beating earnings expectations and reaffirming its full-year outlook, yet it remains relatively overlooked by many US investors. The company is characterized as a defensive compounder due to its stable earnings, disciplined cost management, and robust capital return strategy through share repurchases and dividends. Despite potential risks related to policy changes and medical cost trends, Wall Street analysts maintain a constructive view, positioning ELV as a compelling option for long-term investors seeking both growth and portfolio defense.
Earnings Flash (JBGS) JBG SMITH Properties Posts Q4 Core FFO $0.17, vs. FactSet Est of $0.17
JBG SMITH Properties reported its Q4 Core FFO at $0.17, matching the FactSet estimate. This financial update indicates the company's performance for the most recent quarter. The stock symbol for JBG SMITH Properties is JBGS.
Lifeward's ReWalk Personal Exoskeleton Now Covered by Aetna, Coverage Expands to Include Three of the Largest Medicare Advantage Insurers
Lifeward's ReWalk Personal Exoskeleton is now covered by Aetna, joining Humana and UnitedHealthcare to provide Medicare Advantage coverage for eligible beneficiaries with spinal cord injuries. This expansion means that three of the largest Medicare Advantage insurers collectively cover approximately 16 million beneficiaries across the U.S. The decision reinforces the ReWalk system as a medically necessary and appropriate therapeutic intervention, as validated by independent reviews of clinical evidence.
Invesco 2028 Bond ETF Emerges as a Steady Anchor Amid Market Turndown
The Invesco BulletShares 2028 Corporate Bond ETF (NYSE: BSCJ) has garnered renewed investor interest as US Treasuries dipped to new annual lows and equity markets experienced heightened volatility. The ETF's focus on high-grade corporate debt offers a steady anchor with notable resilience, evidenced by stable spreads and gains in the Bloomberg Credit Index. Key factors influencing its near-term path include upcoming Federal Reserve meetings, monthly rebalancing, credit spread volatility, and inflation readings.
Vitality 2023: Americans are optimistic despite facing physical, mental, and financial health challenges
A new study by The Cigna Group, "Vitality in America," reveals that while American adults continue to struggle with physical, emotional, and financial health, their optimism has increased year over year. The study, based on a survey of 10,000 adults, shows a stable overall vitality score of 67.2 out of 100, with 47% of adults looking forward to each day. It highlights that individuals with healthy habits and strong mental health exhibit higher vitality, and that high vitality workers perform better and are more satisfied with their jobs.
Invesco 2028 Bond ETF Emerges as a Steady Anchor Amid Market Turndown
The Invesco BulletShares 2028 Corporate Bond ETF has shown remarkable stability amidst recent equity market volatility, attracting renewed investor interest. With a low effective duration and a portfolio of high-grade corporate debt, the ETF demonstrates resilience. Investors are closely watching upcoming Federal Reserve meetings, inflation readings, and market dynamics to gauge its future performance.
Principal Financial Group Inc. Boosts Stock Position in Healthcare Services Group, Inc. $HCSG
Principal Financial Group Inc. increased its stake in Healthcare Services Group, Inc. by 26.6% in Q3, now holding 457,752 shares valued at approximately $7.7 million. Healthcare Services Group recently reported strong Q4 earnings, beating EPS expectations with $0.44 and achieving a 6.6% year-over-year revenue increase to $466.68 million. Analysts currently have a "Hold" consensus rating for the stock with a $22.00 target price.
AG Paxton seeks information for BCBS; Conduent data breach
Texas Attorney General Ken Paxton has launched an investigation into a major data breach affecting Blue Cross Blue Shield of Texas (BCBS) and Conduent Business Services, LLC. The breach, which Conduent described as a "cyber incident" that occurred last year, potentially exposed the personal and health insurance information of approximately four million Texans, including Medicaid recipients. Paxton's office has issued Civil Investigative Demands to both companies, seeking documents and information to determine compliance with state laws and to prevent future breaches.
Is Cigna Group (CI) Pricing Reflect Its Cash Flow Forecasts And Compressed P/E Multiple
This article analyzes Cigna Group's (CI) valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio methods. The DCF model suggests the stock is significantly undervalued by 67.7%, with an intrinsic value of $889.31 per share compared to its recent price of $287.61. Furthermore, Cigna's P/E ratio of 12.9x is well below the industry average and its calculated Fair Ratio of 31.2x, also indicating undervaluation.
Humana Shares Plunge as $3.5 Billion Star Ratings Headwind Forces Conservative 2026 Guidance
Humana Inc. (NYSE: HUM) shares fell sharply after the company issued a conservative 2026 financial outlook, projecting "at least $9.00" adjusted EPS due to a $3.5 billion net headwind from declining Medicare Advantage (MA) Star Ratings, significantly below analyst expectations of $12.00. This decline in ratings means a substantial reduction in quality bonus payments, impacting margins despite record membership growth. The company is now focused on margin recovery and relying on its healthcare services arm, CenterWell, to cushion earnings while implementing cost-cutting measures and restructuring its geographic footprint.
OPCH Stock Price, Forecast & Analysis | OPTION CARE HEALTH INC (NASDAQ:OPCH)
This article provides an analysis of OPTION CARE HEALTH INC (OPCH) stock, detailing its current price, technical and fundamental ratings, and market performance. It includes key statistics, financial highlights, analyst forecasts predicting a 14.67% price increase, and information about its competitors and company profile.
Cibc World Market Inc. Has $18.13 Million Stake in ONEOK, Inc. $OKE
Cibc World Market Inc. increased its stake in ONEOK, Inc. (NYSE:OKE) by 20.9% during the third quarter, bringing its total holdings to 248,455 shares valued at $18.13 million. Other hedge funds also adjusted their positions in ONEOK, and analysts have set new price targets ranging from $72.00 to $103.00, with a consensus "Hold" rating. The company recently increased its quarterly dividend to $1.07, representing a 5.1% dividend yield.
Is Cigna Group (CI) Pricing Reflect Its Cash Flow Forecasts And Compressed P/E Multiple
This article analyzes Cigna Group's (CI) valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio approaches. The DCF model suggests Cigna is significantly undervalued by 67.7% with an intrinsic value of $889.31 per share. Additionally, its current P/E of 12.9x is well below the industry average and its calculated Fair Ratio, indicating it is also undervalued based on earnings.
(TWLO) Twilio Inc. Expects Q1 Revenue Range $1.34B - $1.35B
Twilio Inc. (TWLO) has provided guidance for its first quarter, expecting revenue to be in the range of $1.34 billion to $1.35 billion. This announcement follows their Q4 2025 earnings which saw adjusted earnings and revenue rise above expectations. The company also reported Q4 revenue of $1.37 billion and adjusted EPS of $1.33 per share, both surpassing FactSet estimates.
Hyatt Hotels Corporation Declares Quarterly Cash Dividend on Class A and Class B Shares for the First Quarter of 2026, Payable on March 12, 2026
Hyatt Hotels Corporation announced a quarterly cash dividend of $0.15 per share for the first quarter of 2026. This dividend is scheduled to be paid on March 12, 2026, to Class A and Class B stockholders of record as of March 2, 2026. This declaration was made by the company's board of directors.
The Hartford’s Future Of Benefits Study: Employers Seeking Simplicity And Ease In The Face Of Increasingly Complex Landscape
The Hartford's 2026 Future of Benefits Study reveals that employers are seeking simplicity and ease in managing increasingly complex employee benefits landscapes, driven by evolving HR responsibilities and technology. The study highlights the need for integrated solutions, with HR professionals looking for "one-stop-shop" offerings that combine enrollment tools, simple leave products, seamless technology, and expert claims administration. While technology and AI are gaining importance, there's a strong preference for human support for sensitive and complex issues, and ongoing challenges in employee education regarding benefits persist.
Humana's Q4 loss widens
Humana reported a wider net loss in Q4 and projected a significant decline in its 2026 EPS, primarily due to a headwind from Medicare Advantage (MA) Star Ratings. Despite this, the company anticipates approximately 25% individual MA membership growth in 2026. Humana is more exposed to MA-specific shocks than diversified rivals due to its MA-heavy business mix, though expansions in care delivery and Medicaid platforms are adding some diversification.
GNK Holdings & Marcus Lemonis reiterate $1.10 all-cash proposal for Bark
GNK Holdings and Marcus Lemonis have reconfirmed their $1.10 all-cash proposal to acquire BARK, Inc. This reiteration follows an initial non-binding offer submitted on January 14. BARK, a dog-centric company, has also received other acquisition proposals and has recently updated its earnings guidance and extended its line of credit.
Earnings Flash (FCPT) Four Corners Property Trust, Inc. Posts Q4 FFO $0.43 per Share
Four Corners Property Trust, Inc. (FCPT) reported its Q4 Funds From Operations (FFO) at $0.43 per share. The company is a real estate investment trust specializing in restaurant and retail properties, with its real estate segment generating rental revenues from net lease arrangements and its restaurant operations segment through its Kerrow Restaurant Operating Business. FCPT's properties are spread across multiple US states.
PSFE Investors Have Opportunity to Lead Paysafe Limited Securities Fraud Lawsuit with the Schall Law Firm
The Schall Law Firm has announced a class action lawsuit against Paysafe Limited (NYSE: PSFE) for alleged securities fraud. Investors who bought Paysafe securities between March 4, 2025, and November 12, 2025, are encouraged to contact the firm before April 7, 2026, to potentially lead the lawsuit. The lawsuit claims Paysafe made false and misleading statements about its exposure to a high-risk client, understated credit loss reserves, and failed to disclose higher-risk Merchant Category Codes.
Guggenheim Keeps Their Buy Rating on Tenet Healthcare (THC)
Guggenheim analyst Jason Cassorla has maintained a Buy rating on Tenet Healthcare (THC) with a price target of $257.00. This comes despite a recent downgrade from TipRanks – xAI to Hold. The company reported quarterly revenue of $5.29 billion and a net profit of $342 million for the quarter ending September 30, though corporate insider sentiment is reported as negative due to increased selling activity.
Humana Incurs Q4 Loss, Revenues Up Y/Y on CenterWell Unit Strength
Humana Inc. reported a narrower-than-expected adjusted loss of $3.96 per share in Q4 2025, with revenues rising 11.8% year-over-year to $32.6 billion, driven by the strong performance of its CenterWell segment. Despite revenue growth and premium gains, the company faced challenges from escalating operating expenses, a significant drop in investment income, and a decline in medical membership. For 2026, Humana anticipates robust revenue growth to at least $160 billion, but projects a substantial decline in adjusted EPS to at least $9.00.
Legato Merger III : Annual Report for Fiscal Year Ending November 30, 2025 (Form 10-K)
Legato Merger Corp. III filed its Annual Report on Form 10-K for the fiscal year ending November 30, 2025. The report details the company's financial condition, results of operations, and liquidity. As a blank check company, it has not generated operating revenues and is focused on finding a business combination, with a deadline of May 8, 2026, which raises going concern considerations.
Humana stock hits 52-week low at $185.98
Humana Inc. stock reached a 52-week low of $185.98, reflecting a significant -27.98% decline over the past year due to broader industry pressures and company-specific hurdles. Despite challenges, the company maintains a 1.87% dividend yield and has sustained dividend payments for 15 consecutive years. Investors are closely watching its upcoming Q4 2025 earnings report and navigating mixed analyst ratings, with some viewing it as undervalued while others express concerns over policy risks and Medicare Advantage payment rate changes.
Spectral AI, Inc. Appoints Vincent S. Capone as Chief Executive Officer, Effective February 9, 2026
Spectral AI, Inc. announced the appointment of Vincent S. Capone as Chief Executive Officer, effective February 9, 2026. Mr. Capone previously served as the company's Chief Financial Officer and General Counsel. His appointment coincides with Spectral AI's efforts to commercialize its DeepView System, an AI-driven burn wound assessment device.
Truist Raises Price Target on Callaway Golf to $17 From $12, Keeps Buy Rating
Truist has increased its price target for Callaway Golf (CALY) to $17 from $12, while maintaining a "Buy" rating on the stock. This adjustment reflects an updated positive outlook from the firm regarding the recreational products company. The news comes amid several recent changes for Callaway Golf, including a name change back from Topgolf Callaway Brands and recent product introductions.
Earnings Flash (TRMB) Trimble Inc. Reports Q4 Revenue $969.8M, vs. FactSet Est of $950.0M
Trimble Inc. (TRMB) announced its Q4 revenue reached $969.8 million, surpassing the FactSet estimate of $950.0 million. The company also reported Q4 adjusted EPS of $1.00 per share, exceeding the FactSet estimate of $0.96. For Q1, Trimble expects revenue between $893.0 million and $918.0 million and adjusted EPS in the range of $0.69 to $0.74, along with full-year 2026 non-GAAP EPS between $3.42 and $3.62.
Earnings Flash (SVM) Silvercorp Metals Overnight Posted Q3 Adjusted EPS US$0.22 per Share, vs. FactSet Est of $0.20
Silvercorp Metals (SVM) announced its Q3 adjusted EPS of US$0.22 per share, surpassing the FactSet estimate of $0.20. The Canadian mining company focuses on silver, gold, lead, and zinc production, primarily operating in China with exploration and development projects extending to Mexico. The report highlights the company's financial performance against analyst expectations.
Humana (HUM) Q4 Earnings: What To Expect
Humana (NYSE:HUM) is preparing to release its Q4 earnings this Wednesday, with analysts expecting a revenue growth of 9.8% year-on-year to $32.06 billion and an adjusted loss of -$3.99 per share. The company has historically surpassed revenue estimates and added 150,000 customers last quarter. Despite a generally underperforming health insurance providers segment, Humana's stock is trading significantly below its average analyst price target.
Cigna Stock: Is Wall Street Bullish or Bearish?
Cigna (CI) has outperformed the broader S&P 500 Index and the iShares U.S. Healthcare Providers ETF on a year-to-date basis in 2026, gaining 6.1%. The company recently reported strong Q4 results, surpassing Wall Street expectations for both adjusted EPS and revenue. Analysts maintain a "Strong Buy" consensus rating for CI stock, with an average price target suggesting a 12.2% upside.
CVS Health (CVS) Q4 Earnings: What To Expect
CVS Health is set to announce its Q4 earnings, with analysts expecting revenue growth of 6.1% year-on-year to $103.7 billion and adjusted earnings of $1.00 per share. The company beat revenue expectations last quarter, and analysts have reconfirmed their estimates. CVS Health's stock has underperformed recently, down 2.8% over the last month, despite a positive analyst price target of $94.76.
CVS Health (CVS) Q4 Earnings: What To Expect
CVS Health (NYSE:CVS) is set to announce its Q4 earnings on Tuesday morning. Analysts expect revenue to grow 6.1% year-on-year to $103.7 billion and adjusted earnings of $1.00 per share. The company has a history of beating revenue estimates but has missed twice in the last two years, and its stock has underperformed recently compared to peers like Cigna and Centene.
CVS Health Stock at a Crossroads: Value Trap or Quiet Turnaround Story?
CVS Health's stock is at a multi-year low, prompting questions about whether it's a value trap or a hidden turnaround story. Despite a significant one-year loss for investors, Wall Street maintains a cautious-but-constructive outlook, with many analysts seeing upside potential. The company's future hinges on the successful integration of healthcare services, stabilization of medical costs, and effective navigation of regulatory changes.
DaVita (DVA) Is Up 28.8% After Strong 2026 Guidance And Heavy Buybacks - What's Changed
DaVita (DVA) saw its stock price jump by 28.8% after reporting strong 2026 earnings guidance and completing over $7.20 billion in multi-year share repurchases. While Q4 2025 revenue increased, net income and EPS softened year-over-year, emphasizing the importance of profitability alongside top-line growth. The new outlook has created near-term catalysts, but the company still faces risks from high leverage, tight margins, and regulatory reimbursement.
Analysts Are Bullish on These Healthcare Stocks: Cigna (CI), Envista Holdings (NVST)
The article highlights bullish sentiments from financial analysts on three healthcare stocks: Cigna (CI), Envista Holdings (NVST), and Arrowhead Pharmaceuticals (ARWR). Cigna received a Buy rating from Guggenheim and RBC Capital with price targets suggesting an 18.8% upside. Envista Holdings was reiterated a Buy by Bank of America Securities and upgraded to Buy by Leerink Partners, with a moderate buy consensus. Arrowhead Pharmaceuticals also maintained a Buy rating from RBC Capital and B. Riley Securities, projecting a significant upside.
Analysts Conflicted on These Healthcare Names: Cigna (CI), Hims & Hers Health (HIMS) and Omnicell (OMCL)
The article summarizes recent analyst ratings for Cigna (CI), Hims & Hers Health (HIMS), and Omnicell (OMCL). Bank of America Securities reiterated a Buy on Cigna, while also issuing a Sell rating for Hims & Hers Health. Wells Fargo maintained a Buy rating on Omnicell, which also received an upgrade to Buy from TipRanks – OpenAI.
Elevance Health, Inc. $ELV Shares Purchased by Bessemer Group Inc.
Bessemer Group Inc. significantly increased its stake in Elevance Health (NYSE: ELV) by 5.9% in Q3, now holding 147,372 shares valued at approximately $47.62 million. Institutional investors collectively own about 89.24% of the stock. Elevance Health reported strong Q3 earnings, beating EPS estimates, and raised its quarterly dividend to $1.72, signaling confidence in its financial performance.
