tiprankstipranks
CMS likely to release 2026 MA rates Friday, says Wolfe Research
The Fly

CMS likely to release 2026 MA rates Friday, says Wolfe Research

Centers for Medicare & Medicaid Services will hold a call on Friday at 5pm to discuss Medicare Advantage and Part D and is expected to go over the 2026 Medicare Advantage Advance Notice, Wolfe Research tells investors in a research note. The firm is looking for better than expected MA rates at 4%+ vs. the market consensus of flat to 2%, and says CMS rushing to get this out before President-elect Trump takes over doesn’t make Wolfe “incrementally nervous.” Publicly traded health insurers include UnitedHealth (UNH), Cigna (CI), CVS Health (CVS), Centene (CNC), Elevance Health (ELV), Humana (HUM) and Molina Healthcare (MOH).

Stay Ahead of the Market:

Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>

Looking for investment ideas? Subscribe to our Smart Investor newsletter for weekly expert stock picks!
Get real-time notifications on news & analysis, curated for your stock watchlist. Download the TipRanks app today! Get the App