CVS Health Corp

CVS: XNYS (USA)

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Managed Care Organizations: Balancing Rates With Utilization Should Boost Profits

Julie Utterback

Sep 10, 2026

After several years of elevated utilization that has not been fully offset by rate increases yet, covered MCO shares have risen about 35% on average since our last managed care industry report in September 2025, in anticipation of rising profits in at-risk medical insurance plans.

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CVS Health Corp

Managed Care Organizations: Balancing Rates With Utilization Should Boost Profits

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