Healthcare Payers / Providers Reports

September 18, 2026

[PNTG, BTSG, AVAH, ADUS] Home Health Comment Review Reinforces Medicare Stable Outlook and Suggests Paths for Upside

•

Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), HUM (US), PNTG (US), UNH (US)
September 14, 2026

[HCA, THC, DVA, PRVA, ENSG, PNTG]: Mapping Provider Policy Risk / Upside by Congressional Control in November Elections

•

Beth Steindecker

CYH (US), DVA (US), EHC (US), ENSG (US), FRE (XETRA), HCA (US), OHI (US), PNTG (US), PRVA (US), THC (US)
September 8, 2026

[CNC, OSCR, UNH, HUM, CVS, ELV, MOH, CI, HQY]: Mapping Payer Policy Risk / Upside by Congressional Control in November Elections

•

Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HQY (US), HUM (US), MOH (US), OSCR (US), UNH (US)
September 1, 2026

[DVA, FRE.DE, private US Renal] Final CY27 Dialysis Reg Likely Similar to Proposal; Limited, but Plausible, Paths to Upside

•

Beth Steindecker

DVA (US), FRE (XETRA)
August 21, 2026

[HUM, ALHC, UNH, CVS, AGL, ASTH]: MA Tech Changes Rule Expectations: Stars Likely in Focus, Major Risk Adjustment Change Seem Less So

•

Beth Steindecker

AGL (US), ALHC (US), ASTH (US), CLOV (US), CVS (US), HUM (US), UNH (US)
August 13, 2026

OSCR, CNC, ELV: Which Known Obamacare Policy Headwinds Remain After 2026?

•

Beth Steindecker

CNC (US), ELV (US), MOH (US), OSCR (US), UNH (US)
August 3, 2026

[HCA, THC, CYH, ARDT, UHS, Muni-backed] FY27 Inpatient Hospital Better Than Proposed but Medicare Payment Growth Slows

•

Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
July 30, 2026

[CHE, ADUS, PNTG, EHC, UHS, ACHC]: Final FY27 Medicare Rules Overall In-Line, Longer-Term Pressure on Hospice and IRFs

•

Beth Steindecker

ACHC (US), ADUS (US), AVAH (US), BTSG (US), CHE (US), EHC (US), PNTG (US), UHS (US)
July 29, 2026

[ENSG, PACS, SBRA, OHI, LTC, CTRE]: SNF Final Rule Meets Expectations but Future PDPM Rate Pressures Remain Overhang

•

Beth Steindecker

CTRE (US), ENSG (US), LTC (US), OHI (US), PACS (US), SBRA (US)
July 29, 2026

[CNC, CVS, UNH, HUM] CMS Raises Stakes for Standalone PDPs for CY27 Part D

•

Beth Steindecker

ALHC (US), CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)