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- UnitedHealth Group (NYSE:UNH), Humana (NYSE:HUM), and CVS Health (NYSE:CVS), which own Aetna, are seen as managed care providers set to benefit the most should former President Donald Trump win a second term in November.
- RBC Capital Markets on Friday released a note stating that following Thursday night's debate between Trump and President Joe Biden, they see a more favorable regulatory environment under a Trump presidency.
- "A second Trump term would ease regulatory and reimbursement headwinds weighing on the managed care stocks, particularly the Medicare Advantage leaders UNH, HUM, and CVS," analyst Ben Hendrix wrote.
- "Among the MCOs, we see the most immediate upside for UNH as we believe a Trump administration would also ease DOJ scrutiny around Optum and vertical integration between health plans and Optum Health's primary are platform," he added.
More on UnitedHealth, Humana
- UnitedHealth Group: Uncertainties Through 2025 Reiterate Buy Opportunity
- I'm Sticking To My Call: UnitedHealth Is Among The Best Dividend Growers
- Humana: Medicare Advantage Will Never Be As Profitable As It Was
- UnitedHealth PBM OptumRx in $20M federal settlement over opioid prescriptions
- UnitedHealth and Cigna PBMs face Arkansas lawsuit over role in opioid crisis