Medicaid Enrollment Is Back Near 2019 Levels, but Inflation-Adjusted Federal Spending Is 35 Percent Higher
Published . Updated .
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This report is about health insurers and care costs.
Directly affected
- No company is named in this report.
Indirectly affected
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds health insurers and care providers. Linked by “medicaid” (health insurers and care costs) in this story.
- IHF iShares U.S. Healthcare Providers ETF+7.4% 19d
iShares U.S. Healthcare Providers ETF: it holds health insurers and care providers. Linked by “medicaid” (health insurers and care costs) in this story.
- UNH UnitedHealth Group+4.3% 30d
UnitedHealth Group (hospital and medical service plans): health insurers' costs move with medical prices and policy. Linked by “medicaid” (health insurers and care costs) in this story.
- ELV Elevance Health+9.1% 30d
Elevance Health (hospital and medical service plans): health insurers' costs move with medical prices and policy. Linked by “medicaid” (health insurers and care costs) in this story.
- CI The Cigna Group+8.0% 30d
The Cigna Group (hospital and medical service plans): health insurers' costs move with medical prices and policy. Linked by “medicaid” (health insurers and care costs) in this story.
- CVS CVS Health+0.7% 30d
CVS Health (drug stores and proprietary stores): health insurers' costs move with medical prices and policy. Linked by “medicaid” (health insurers and care costs) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLV | -1.60% | +0.57% | base | +0.23% | after close | after close | after close |
| IHF | -2.03% | +0.15% | base | -1.10% | after close | after close | after close |
| UNH | -2.69% | -0.02% | base | -0.66% | after close | after close | after close |
| ELV | -1.03% | -0.10% | base | -1.78% | after close | after close | after close |
| CI | -0.91% | +2.31% | base | -1.09% | after close | after close | after close |
| CVS | -6.64% | -0.87% | base | -1.34% | after close | after close | after close |
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.
Medicaid Enrollment Is Back Near 2019 Levels, but Inflation-Adjusted Federal Spending Is 35 Percent Higher paragoninstitute.org
Source: paragoninstitute.org
This story
| Company | When | Move | Status |
|---|---|---|---|
| CI | that day | -1.09% | still updating |
| CI | three days earlier | +2.31% | final price |
| CI | five days earlier | -0.91% | final price |
| CVS | that day | -1.34% | still updating |
| CVS | three days earlier | -0.87% | final price |
| CVS | five days earlier | -6.64% | final price |
| ELV | that day | -1.78% | still updating |
| ELV | three days earlier | -0.10% | final price |
| ELV | five days earlier | -1.03% | final price |
| IHF | that day | -1.10% | still updating |
| IHF | three days earlier | +0.15% | final price |
| IHF | five days earlier | -2.03% | final price |
| UNH | that day | -0.66% | still updating |
| UNH | three days earlier | -0.02% | final price |
| UNH | five days earlier | -2.69% | final price |
| XLV | that day | +0.23% | still updating |
| XLV | three days earlier | +0.57% | final price |
| XLV | five days earlier | -1.60% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar sold Unitedhealth Group (UNH), worth $1,001 - $15,000 on 24 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Unitedhealth Group (UNH) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 51 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Unitedhealth Group (UNH) (jointly held), worth $15,001 - $50,000 on 10 Sep 2026. That is 64 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Cigna Group (CI) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Cigna Group (CI) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Cigna Group (CI) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 70 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Cvs Health (CVS) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 70 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Cvs Health (CVS) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 81 days before publication. Filed 4 Sep 2026. View the filing.
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).
This story
12 out of 100Price not final
“Medicaid Enrollment Is Back Near 2019 Levels, but Inflation-Adjusted Federal Spending Is 35 Percent Higher” scores 12 out of 100. The score uses 1 sources. The price is not final yet.