Investing in healthcare healthcare insurers continue strong Q2

Healthcare insurers continue strong Q2 performance, as UnitedHealth posted a 12% year-over-year revenue increase. Investing in healthcare insurance plays offers exposure to predictable cash flows amid rising enrollment under ACA expansion. Data source: Google Finance and author's calculations. Note: Dividend yield as of Oct. 1, 2025. Executives at the conference also spoke about interest in specialty test providers, as their proprietary diagnostic tests can be licensed to labs and health systems. Still, some executives cautioned that some private company valuations remain high, which can still ultimately deter deal making. Investing in healthcare was boosted this week by a strong rally in telemedicine firms, with Teladoc’s shares up 9% following better-than-expected subscriber growth. Digital health adoption rates remain above 30% year-over-year, suggesting sustainable revenue channels.