UNH beats Q2, raises full-year MA guidance
What happened
UnitedHealth reported Q2 EPS of $7.21, beating consensus. MA membership +3.1% YoY.
Why it matters
Signals MA market stabilization; raises bar for peers reporting next week.
Who is affected
UNH investors, Humana, CVS, MA brokers
Distribution angle: Strong enrollment beats signal healthy broker commission volumes.