Healthcare Services Weekly Check-Up: General Outsourcing and Dialysis Outperform; DOJ/OhioHealth Settlement; Nursing Home Staffing

Research evidence excerpt

Healthcare Services Weekly Check-Up: General Outsourcing and Dialysis Outperform; DOJ/OhioHealth Settlement; Nursing Home Staffing

Global Research

22 June 2026ab

Healthcare Services Equities

AmericasWeekly Check-Up: General Outsourcing and

Dialysis Outperform; DOJ/OhioHealth Healthcare Providers

Settlement; Nursing Home Staffing AJAnalystRice

aj.rice@ubs.com

+1-212-713 4299

General Outsourcing and Dialysis Outperform Jonathan Yong

Analyst

For the week ended June 19, healthcare services stocks were up 0.6%, underperforming jonathan.yong@ubs.com

the S&P 500 (+1.4%) and outperforming the broader healthcare index (-2.3%). General +1-212-713 6268

Outsourcing (+6.3%) and Dialysis (+3.7%) performed best, while Death Care (-2.6%)

James Kurek

and Hospitals (-2.7%) lagged. Managed Care was down 1.7% this week. Across our

coverage, AVAH (+11.3%) and ALHC (+8.0%) performed best, while EHTH (-5.7%) and james.kurek@ubs.com

ARDT (-7.9%) lagged. +1-212-713 3704

Michael Wei

DOJ and OhioHealth Settle Insurance Contract Lawsuit

Associate Analyst

OhioHealth agreed to a proposed settlement with the DOJ to stop using contract michael.wei@ubs.com

provisions that regulators said prevented insurers from offering lower-cost insurance +1-212-713 2565

plans. The case, filed earlier in 2026, alleged the health system used its market power to Joseph Overman

impose contracting practices that limited competition and drove up healthcare prices in Associate Analyst

the Columbus area. Under the agreement, OhioHealth will void the disputed contracts joseph.overman@ubs.com

and refrain from similar practices going forward, though it will not pay fines or admit +1-212-882 0086

wrongdoing. Experts suggest that the speed and outcome of the settlement could