Health insurers fall after US strikes government shutdown deal skipping subsidies

Molina Healthcare

10/11/2025 15:31

Updates

** Shares of health insurers and hospital operators fall between 1.7% and 8%

** Centene CNC.N slumps 8.4% to $34.41, Molina Healthcare MOH.N down 4.5% at $145.05, Elevance Health ELV.N declines 1.7% to $312.28, Oscar Health OSCR.N down 14% at $15.24

** HCA Healthcare HCA.N down 5.1% at $442.38

** The U.S. Senate on Sunday moved forward on a measure aimed at reopening the federal government to a vote in December on extending subsidies under the Affordable Care Act

** Subsidies which are due to expire at the end of the year, were introduced during pandemic and have been central to the 40-day shutdown

** The agreement only includes a promise to vote on extending the subsidies, making it less likely that the subsidies will be extended - Oppenheimer

** This development could also impact the risk profile of the members, as healthier people are less likely to enroll- Oppenheimer

** Including session's moves, UNH down 36.4%, CNC down 43%, MOH down 50%, ELV down 15.4% while HCA up 50.6%, OSCR up 13% YTD

 (Reporting by Sneha S K)

 ((Sneha.SK@thomsonreuters.com;))