Healthcare Executives Bullish on 2025: But Why Are Stocks Slipping?

Like
Comment
Favorite

Healthcare Executives Bullish on 2025: But Why Are Stocks Slipping?

Zacks01-07

A recent survey by Deloitte revealed that U.S. executives are optimistic about the healthcare industry's prospects in 2025, buoyed by expectations of rising revenues and improved profitability, even ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2501953352?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-07 04:00","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2501953352","market":"us","top_or_hot":-1,"title":"Healthcare Executives Bullish on 2025: But Why Are Stocks Slipping?","media":"Zacks","content":"<div>\n<p>A recent survey by Deloitte revealed that U.S. executives are optimistic about the healthcare industry's prospects in 2025, buoyed by expectations of rising revenues and improved profitability, even ...</p>\n\n<a href=\"https://finance.yahoo.com/news/healthcare-executives-bullish-2025-why-200000362.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Healthcare Executives Bullish on 2025: But Why Are Stocks Slipping?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHealthcare Executives Bullish on 2025: But Why Are Stocks Slipping?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-07 04:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/healthcare-executives-bullish-2025-why-200000362.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A recent survey by Deloitte revealed that U.S. executives are optimistic about the healthcare industry's prospects in 2025, buoyed by expectations of rising revenues and improved profitability, even ...</p>\n\n<a href=\"https://finance.yahoo.com/news/healthcare-executives-bullish-2025-why-200000362.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CI","symbol_name":"信诺保险","start_time":0,"source_url":"https://finance.yahoo.com/news/healthcare-executives-bullish-2025-why-200000362.html","article_id":"2501953352","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501953352","pubTimestamp":1736193600,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"A recent survey by Deloitte revealed that U.S. executives are optimistic about the healthcare industry's prospects in 2025, buoyed by expectations of rising revenues and improved profitability, even amid regulatory uncertainty. The poll, conducted by Deloitte’s Center for Health Solutions, included 80 C-suite leaders from health systems and health plans, 40 each. Nearly 60% of respondents expressed confidence in the sector's outlook for this year, up from 52% in the previous year.A notable 69% of respondents anticipate revenue growth, while 71% expect better profitability in 2025. Key priorities for these executives include growth and enhancing consumer affordability. Many organizations are focusing on organic growth by attracting new consumers rather than pursuing mergers and acquisitions. Improving the consumer experience, engagement and trust emerged as a top strategy, with 53% of the leaders prioritizing these areas to draw in new customers.While the sector’s financial outlook is b","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CI":"信诺保险","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0122379950.USD":"贝莱德世界健康科学A2","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","HCSG":"医疗保健服务","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","ELV":"Elevance Health","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","UNH":"联合健康","SG9999001077.SGD":"United International Growth Fund SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","HUM":"哈门那","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H"},"translate_title":"医疗保健高管看好2025年：但为什么股市下跌？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UNH":1,"ELV":1,"HCSG":1,"HUM":1,"CI":0.9},"content_text":"A recent survey by Deloitte revealed that U.S. executives are optimistic about the healthcare industry's prospects in 2025, buoyed by expectations of rising revenues and improved profitability, even amid regulatory uncertainty. The poll, conducted by Deloitte’s Center for Health Solutions, included 80 C-suite leaders from health systems and health plans, 40 each. Nearly 60% of respondents expressed confidence in the sector's outlook for this year, up from 52% in the previous year.\nA notable 69% of respondents anticipate revenue growth, while 71% expect better profitability in 2025. Key priorities for these executives include growth and enhancing consumer affordability. Many organizations are focusing on organic growth by attracting new consumers rather than pursuing mergers and acquisitions. Improving the consumer experience, engagement and trust emerged as a top strategy, with 53% of the leaders prioritizing these areas to draw in new customers.\nWhile the sector’s financial outlook is brighter, challenges persist. Regulatory uncertainty remains a major concern, with 44% of executives indicating it could impact their strategies for this year.\nRegulatory Shifts & Potential PBM Shakeup\nThe incoming administration under President-elect Donald Trump’s expected regulatory steps is introducing an additional layer of uncertainty to the healthcare sector. Trump has signaled plans to overhaul pharmacy benefit managers (PBMs), entities that negotiate drug prices on behalf of insurers. This has sent ripples through healthcare companies with significant PBM operations, including UnitedHealth Group Incorporated UNH, Elevance Health, Inc. ELV, The Cigna Group CI and Humana Inc. HUM.\nPBMs play a critical role in controlling healthcare costs and improving drug access. However, they often face criticism over their opaque pricing models and alleged contribution to rising drug costs. Any regulatory reforms targeting PBMs could pressure profitability in the sector.\nOther Challenges Facing Healthcare Giants\nThe broader healthcare industry is grappling with additional headwinds beyond regulatory risks. In November 2024, orthopedic providers filed a lawsuit against Elevance, UnitedHealthcare and others, accusing them of participating in a price-fixing scheme involving MultiPlan. Companies like Humana and Elevance suffered a decline in their Medicare Advantage Star Ratings, potentially jeopardizing future quality bonus payments and enrollment numbers. Elevance, however, managed to win a Medicare Star Ratings lawsuit.\nCigna recently abandoned its pursuit of acquiring Humana in a deal that would have been valued at over $140 billion but faced significant antitrust hurdles. It is also facing lawsuits from other major companies. UnitedHealth faced a public relations crisis following the tragic murder of one of its executives. Social media users took this opportunity to voice frustrations about the healthcare system, adding to the company’s challenges. However, UNH recently provided a response to the Wall Street Journal’s report, which focused on improved outcomes thanks to Medicare Advantage at lower costs.\nStock Price Results: UNH, ELV, CI, HUM, Industry & S&P 500\nImage Source: Zacks Investment Research\nWhile UnitedHealth, Elevance and Humana currently have a Zacks Rank #3 (Hold) each, Cigna has a Zacks Rank #4 (Sell). The health maintenance organizations or HMO industry is currently placed in the Bottom 15% of the Zacks Industry Rank out of around 250 industries.\nYou can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nMany expect the new Congress to not extend the enhanced subsidies provided under the Affordable Care Act exchanges. This could negatively impact hospitals and insurance enrollment rates.\nDespite the optimistic outlook shared by healthcare executives, these challenges underline the complexities the industry must navigate. Investors should keep an eye on the evolving regulatory landscape now and weigh these risks carefully while making investment decisions in the healthcare sector.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nUnitedHealth Group Incorporated (UNH) : Free Stock Analysis Report\nHumana Inc. (HUM) : Free Stock Analysis Report\nCigna Group (CI) : Free Stock Analysis Report\nElevance Health, Inc. (ELV) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}