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15 handpicked stocks

Healthcare In The Crosshairs: Insurers Under Scrutiny

The Department of Justice is investigating UnitedHealth Group's Medicare billing, creating uncertainty for the nation's largest insurer. This situation presents a potential opportunity for rival health insurers to gain market share and for compliance-focused companies that help the industry navigate complex regulations.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 25

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

UNH

UnitedHealth Group Incorporated

UNH

Current price

$304.01

ELV

Elevance Health, Inc

ELV

Current price

$309.57

CI

The Cigna Corp

CI

Current price

$296.86

About This Group of Stocks

1

Our Expert Thinking

The Department of Justice investigation into UnitedHealth Group's Medicare billing practices creates a ripple effect across the healthcare sector. This regulatory scrutiny of the nation's largest insurer opens doors for competitors and increases demand for compliance services, presenting tactical investment opportunities in a shifting landscape.

2

What You Need to Know

This is an event-driven theme focused on the immediate market disruption caused by federal enforcement action. The investigation targets Medicare Advantage billing practices, which could lead to substantial penalties and operational changes. This regulatory pressure creates uncertainty for the market leader while potentially benefiting rivals and compliance specialists.

3

Why These Stocks

These stocks were handpicked by professional analysts to capture the potential beneficiaries of this regulatory disruption. The selection includes rival health insurers positioned to gain market share, plus companies providing essential compliance software, auditing services, and risk management that could see increased demand industry-wide.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+66.51%

Group Performance Snapshot

66.51%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 66.51% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎯

Market Share Up for Grabs

When the industry leader faces regulatory pressure, competitors often swoop in to capture new business. This investigation could trigger customer migration to rival insurers.

📋

Compliance Boom Incoming

Federal scrutiny means every healthcare company will need bulletproof compliance systems. Companies providing auditing and risk management services could see surging demand.

⚖️

Regulatory Reset Opportunity

DOJ investigations often reshape entire industries, creating winners and losers. Getting positioned early could mean catching the wave of change before others notice.

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