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UnitedHealth sells an Optum Health stake to TPG as it restructures the unit and targets a sharp recovery in operating margins.
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TPG is working with JPMorgan on possible Lyric sale, sources saidLyric generates about $250 million of annual EBITDA, sources saidInsurers including UnitedHealth, CVS and Humana hire Lyric to prevent inaccurate medical
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https://www.bloomberg.com/news/articles/2026-09-09/unitedhealth-sells-interest-in-florida-wellmed-clinics-to-tpg
The value-based healthcare market is experiencing robust growth, projected to reach USD 62 billion by 2034 from USD 16.5 billion in 2025, with a CAGR of ~16%. The shift from fee-for-service to outcome-based payment models is driven by rising healthcare costs, chronic disease burden, and government reimbursement reforms. North America dominates with 72% market share, while Asia-Pacific is expected to record the fastest growth. Key players include Optum, Humana, Evolent Health, Agilon Health, and Privia Health.
CVS Health's Health Services segment demonstrated strong Q2 2026 performance with revenues rising 11.5% to $51.8B and adjusted operating income climbing 10%. Health Care Delivery revenues jumped nearly 23% driven by Oak Street Health, while Pharmacy Services benefited from favorable drug mix and strong new sales of $6B. The company maintained its full-year 2026 outlook despite 340B program adjustments.