Geopolitics Alpha

Healthcare stocks surge on election results

Published . Updated .

Key takeaways

  • Local companies see shares elevate with expected positive policy shifts to benefit Medicare, ACA marketplaces
  • Exposed: XLV, XBI, LLY, JNJ, PFE
  • Market reaction: XLV +2.7% on the day (still updating); XBI +1.6% on the day (still updating); JNJ +2.9% on the day (still updating)

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Healthcare stocks surge on election results

Local companies see shares elevate with expected positive policy shifts to benefit Medicare, ACA marketplaces

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLV Health Care Select Sector SPDR

    Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story.

  • XBI SPDR S&P Biotech ETF

    SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story.

  • LLY Eli Lilly and+22.4% 30d

    Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.

  • JNJ Johnson & Johnson-1.7% 30d

    Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.

  • PFE Pfizer+5.5% 30d

    Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.

  • MRK Merck+1.9% 18d

    Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.

  • UNH UnitedHealth Group+8.8% 30d

    UnitedHealth Group (hospital and medical service plans): health insurers' costs move with medical prices and policy. Linked by “medicare” (health insurers and care costs) in this story.

  • ELV Elevance Health-0.1% 30d

    Elevance Health (hospital and medical service plans): health insurers' costs move with medical prices and policy. Linked by “medicare” (health insurers and care costs) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLV-2.31%+0.48%base+2.70%after closeafter closeafter close
XBI+1.67%+0.67%base+1.61%after closeafter closeafter close
LLY-8.42%+0.54%base+1.37%after closeafter closeafter close
JNJ+1.93%+2.66%base+2.90%after closeafter closeafter close
PFE-1.67%+1.73%base+2.02%after closeafter closeafter close
MRK-2.47%+3.37%base+2.55%after closeafter closeafter close
UNHNo price data for this ticker———————
ELVNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Healthcare stocks surge on election results Nashville Post

Source: Nashville Post

Select Sector Spdr Tr (XLV) since this story, compared with the market

CompanyWhenMoveStatus
Johnson & Johnson (JNJ)that day+2.90%still updating
Johnson & Johnson (JNJ)three days earlier+2.66%final price
Johnson & Johnson (JNJ)five days earlier+1.93%final price
Eli Lilly (LLY)that day+1.37%still updating
Eli Lilly (LLY)three days earlier+0.54%final price
Eli Lilly (LLY)five days earlier-8.42%final price
Merck (MRK)that day+2.55%still updating
Merck (MRK)three days earlier+3.37%final price
Merck (MRK)five days earlier-2.47%final price
Pfizer (PFE)that day+2.02%still updating
Pfizer (PFE)three days earlier+1.73%final price
Pfizer (PFE)five days earlier-1.67%final price
Spdr Series Trust (XBI)that day+1.61%still updating
Spdr Series Trust (XBI)three days earlier+0.67%final price
Spdr Series Trust (XBI)five days earlier+1.67%final price
Select Sector Spdr Tr (XLV)that day+2.70%still updating
Select Sector Spdr Tr (XLV)three days earlier+0.48%final price
Select Sector Spdr Tr (XLV)five days earlier-2.31%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “Healthcare stocks surge on election results”

Companies tied to this story

  • XLV Select Sector Spdr Tr

    In “Healthcare stocks surge on election results,” Select Sector Spdr Tr (XLV) is linked, with no stored direction, medium confidence. Reason on file: Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story

  • XBI Spdr Series Trust

    For “Healthcare stocks surge on election results,” Spdr Series Trust (XBI) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story

  • LLY Eli Lilly

    For “Healthcare stocks surge on election results,” Eli Lilly (LLY) is linked, with no stored direction, medium confidence. Reason on file: Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story

  • JNJ Johnson & Johnson

    For “Healthcare stocks surge on election results,” Johnson & Johnson (JNJ) is linked, with no stored direction, medium confidence. Reason on file: Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story

  • PFE Pfizer

    For “Healthcare stocks surge on election results,” Pfizer (PFE) is linked, with no stored direction, medium confidence. Reason on file: Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story

  • MRK Merck

    In “Healthcare stocks surge on election results,” Merck (MRK) is linked, with no stored direction, medium confidence. Reason on file: Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story

How “Healthcare stocks surge on election results” reaches Select Sector Spdr Tr (XLV)

“Healthcare stocks surge on election results” (4 Nov 2026) reaches Select Sector Spdr Tr (XLV) through this story.

The link for Select Sector Spdr Tr (XLV) is this: Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story

A second company, Spdr Series Trust (XBI), is listed for a different reason: SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story

Price levels for Select Sector Spdr Tr (XLV)

LLY traded between 1131.55 and 1447.86 across 20 sessions. The latest close on file is 1409.39.

A simple score for Select Sector Spdr Tr (XLV)

46 out of 100Price not final

“Healthcare stocks surge on election results” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.