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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: The Stock Movers podcast, your roundup of companies making moves

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Speaker 2: in the stock market. Harnessing the power of Bloomberg Data.

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Speaker 1: Let's look under the hood and see where things are

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Speaker 1: going at the stock level. We do that with Bloomber's

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Speaker 1: Processor report to Emily Grafe or she joins us here

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Speaker 1: in studio.

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Speaker 2: Emily, what are you looking for?

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Speaker 1: So one of the best performing sectors today in the

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Speaker 1: S and P five hundred is the Managed Health Index. Okay,

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Speaker 1: and this is all coming after the US government increased

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Speaker 1: twenty twenty six payments for Medicare advantage plan. So I'm

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Speaker 1: specifically looking at United Health. It had the highest inter

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Speaker 1: day jump since twenty twenty. It was up eleven point

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Speaker 1: five percent. It's paired back.

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Speaker 2: A little bit.

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Speaker 1: And then also Humana hit its highest level since February.

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Speaker 1: The word, at least from Wall Street is that the

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Speaker 1: new rate on these plans exceeded even the most optimistic expectations.

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Speaker 1: That's what Piper Sadler said. Just to go into a

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Speaker 1: little bit more detailed, the Medicare advantage plans will see

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Speaker 1: payments increased by an average of five point h six percent.

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Speaker 1: Which is more than double the rate that the government

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Speaker 1: proposed in January. And it also means that the government

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Speaker 1: will now pay private Medicare insures at least twenty five

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Speaker 1: billion more next year than current rates. So any insurers

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Speaker 1: are up, and specifically United Health in Humana, two of

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Speaker 1: the largest are really rallying today. And it also shows,

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Speaker 1: like I've been saying, it doesn't take a lot to

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Speaker 1: get a rally, right, I mean, you have all over

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Speaker 1: sold conditions. What else you're looking at? So CBS Health

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Speaker 1: another potentially riding on the strength of the optimism in

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Speaker 1: the healthcare space. Today those shares are up as much

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Speaker 1: as twelve percent. But in addition to the Medicare and news,

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Speaker 1: the company said that it expects financial results to meet

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Speaker 1: or exceed previously issued guidance, they also named a new CFO.

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Speaker 1: And sometimes management switch ups to be helpful, can be helpful.

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Speaker 1: Sometimes they can be not helpful for the stock. But

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Speaker 1: today it's green on the screen. Evercore is I said,

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Speaker 1: we see investors unlikely to be overly worried about the

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Speaker 1: additional management changes. Former UPS executive Brian Newman will exceed

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Speaker 1: the current CFO and that goes effective April twenty first

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Speaker 1: and again right now doesn't take much to see a

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Speaker 1: rally in these NI shares.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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