Ratings by Wolfe Research (Justin Lake)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 1/8/2026 | Elevance | ELV | Upgrade | Outperform (Peerperform) |
371.37 (289.64) |
-22.01% | Details | |
| 12/3/2025 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | CIGNA | CI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2025 | Humana | HUM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2025 | CVS Health | CVS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | HCA Healthcare Inc | HCA | Downgrade | Peerperform (Outperform) |
341.48 (532.81) |
56.03% | Details | |
| 7/28/2025 | Tenet Healthcare | THC | Downgrade | Peerperform (Outperform) |
148.38 (236.95) |
59.69% | Details | |
| 7/10/2025 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Molina Healthcare | MOH | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/2/2025 | Centene | CNC | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/21/2025 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | Tenet Healthcare | THC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2024 | Tenet Healthcare | THC | Upgrade | Outperform (Peerperform) |
102.67 (236.95) |
130.79% | Details | |
| 2/29/2024 | CVS Health | CVS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | CVS Health | CVS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | Humana | HUM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2024 | agilon health Inc | AGL | Downgrade | Peerperform (Outperform) |
12.08 (0.60) |
-95.03% | Details | |
| 1/4/2024 | Humana | HUM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | CVS Health | CVS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | CIGNA | CI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | agilon health Inc | AGL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2023 | CVS Health | CVS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2023 | CVS Health | CVS | Upgrade | Outperform (Peerperform) |
65.84 (77.92) |
18.35% | Details | |
| 9/11/2023 | CVS Health | CVS | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/12/2023 | Elevance | ELV | Downgrade | Peerperform (Outperform) |
432.42 (371.37) |
-14.12% | Details | |
| 7/12/2023 | Centene | CNC | Downgrade | Peerperform (Outperform) |
67.31 (43.65) |
-35.15% | Details | |
| 5/31/2023 | HCA Holdings | HCA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2023 | agilon health Inc | AGL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2023 | Oak Street Health | OSH | Downgrade | Peerperform (Outperform) |
35.64 (39.00) |
9.43% | Details | |
| 3/1/2023 | Universal Health Services | UHS | Downgrade | Peerperform (Outperform) |
133.57 (192.65) |
44.23% | Details | |
| 1/5/2023 | Cano Health | CANO | Downgrade | Peerperform (Outperform) |
1.12 (2.30) |
105.36% | Details | |
| 12/16/2022 | CIGNA | CI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Universal Health Services | UHS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | HCA Holdings | HCA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Cano Health | CANO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Humana | HUM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2022 | HCA Holdings | HCA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Centene | CNC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Universal Health Services | UHS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Tenet Healthcare | THC | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/19/2022 | HCA Holdings | HCA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | Molina Healthcare | MOH | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/25/2022 | Humana | HUM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | CVS Health | CVS | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/25/2022 | CIGNA | CI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | Anthem | ANTM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | DaVita | DVA | Maintain | Peerperform (N/A) |
|
Details | ||
| 12/13/2021 | Centene | CNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2021 | Anthem | ANTM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2021 | Molina Healthcare | MOH | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/1/2021 | Cano Health | CANO | New Coverage | Outperform (N/A) |
12.68 (2.30) |
-81.86% | Details | |
| 7/19/2021 | Bright Health Group | BHG | New Coverage | Peerperform (N/A) |
13.75 (16.35) |
18.91% | Details | |
| 7/2/2021 | Walgreens Boosts Alliance | WBA | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/21/2021 | Universal Health Services | UHS | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/21/2021 | Tenet Healthcare | THC | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/21/2021 | HCA Holdings | HCA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2021 | DaVita | DVA | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/19/2021 | CVS Health | CVS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2021 | agilon health Inc | AGL | New Coverage | Outperform (N/A) |
33.49 (0.60) |
-98.21% | Details | |
| 4/26/2021 | Walgreens Boosts Alliance | WBA | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/26/2021 | UnitedHealth Group | UNH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Molina Healthcare | MOH | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/26/2021 | Humana | HUM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | CVS Health | CVS | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/26/2021 | CIGNA | CI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Anthem | ANTM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2021 | Walgreens Boosts Alliance | WBA | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/28/2021 | Oak Street Health | OSH | New Coverage | Outperform (N/A) |
51.70 (39.00) |
-24.56% | Details | |
| 10/13/2020 | CVS Health | CVS | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/13/2020 | Centene | CNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2020 | Walgreens Boosts Alliance | WBA | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/6/2020 | Centene | CNC | Upgrade | Outperform (Peerperform) |
61.16 (43.65) |
-28.63% | Details | |
| 11/6/2019 | DaVita | DVA | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/25/2019 | DaVita | DVA | Downgrade | Peerperform (Outperform) |
58.05 (150.76) |
159.71% | Details | |
| 12/19/2018 | Walgreens Boosts Alliance | WBA | New Coverage | Peerperform (N/A) |
75.48 (11.98) |
-84.13% | Details | |
| 10/26/2018 | CVS Health | CVS | New Coverage | Peerperform (N/A) |
69.81 (77.92) |
11.62% | Details |
