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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Healthcare sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Health Insurers & Benefit Managers industry is 7.8/10 across 6 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 6-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The industry average held at 7.83 to 7.83, and the flat line hides the two largest moves going in opposite directions. UnitedHealth Group (UNH) rose from 7 to 9 with scored revenue growth of only 0.37%, while Elevance Health (ELV) eased from 7 to 5 even though it also beat its outlook and raised full-year guidance. Five of the 6 companies raised full-year earnings guidance; Humana (HUM) said it is tracking to expectations. Cost pressure stayed on 4 of the 6 calls, the same as last quarter, and pricing-pressure flags fell from 2 to 1, with CVS Health the only company still carrying one.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Inflation | 6 | 1113 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.