WS #15807
Johnson & Johnson is leaning toward spinning off its hips-and-knees business, a move that had previously caused a sharp sell-off but may unlock value in the long term. Meanwhile, UnitedHealth raised its 2026 earnings outlook, demonstrating resilience despite Medicare headwinds. These developments highlight divergent trends within the healthcare sector, with structural changes in medtech and strong performance in insurance.
Healthcare Corporate Moves
Johnson & Johnson is leaning toward spinning off its hips-and-knees business, a move that had previously caused a sharp sell-off but may unlock value in the long term. Meanwhile, UnitedHealth raised its 2026 earnings outlook, demonstrating resilience despite Medicare headwinds. These developments highlight divergent trends within the healthcare sector, with structural changes in medtech and strong performance in insurance.