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13:00
Jul 28 ◎
Steve Filton Chief Financial Officer, Universal Health Services, Inc. UHS Q2 FY26 call
UHS saw a one-for-one shift from exchange volumes to self-pay volumes, indicating that most patients losing exchange coverage are becoming uninsured. — This suggests the effective subsidy cliff is creating pure self-pay churn rather than conversion to other commercial products, a worse outcome for insurers exposed to the exchange market.
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About CNC Analyst Coverage

Buzzberg tracks CNC (Centene Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Steve Filton.