Stock Markets February 18, 2026

Study: Nearly 3 Million Medicare Advantage Members Must Change Plans in 2026

Research in JAMA highlights significant plan exits and heavier disruption in rural counties, raising questions about beneficiary access and insurer incentives

By Marcus Reed
Study: Nearly 3 Million Medicare Advantage Members Must Change Plans in 2026

A JAMA-published study finds that almost 3 million Medicare Advantage enrollees - roughly 10% of participants in the privately managed program - faced the need to secure alternative coverage in 2026 as insurers withdrew from markets and narrowed plan offerings. Disruptions were concentrated in rural areas at about twice the rate of urban counties, and seven states saw more than 40% of enrollees affected, including Vermont where 92% of members were impacted.

Key Points

  • Nearly 3 million Medicare Advantage enrollees - about 10% of the program - had to seek new coverage in 2026 due to insurers exiting markets or reducing plan options.
  • Disruptions were disproportionately concentrated in rural areas, occurring at roughly twice the rate of urban counties; seven states experienced over 40% of enrollees affected, with Vermont at 92%.
  • Major insurers including UnitedHealthcare, CVS Health’s Aetna, and Elevance accounted for notable shares of disruptions, while enrollees with smaller carriers represented half of those impacted. Sectors affected include health insurance providers and healthcare delivery systems serving Medicare populations.

A new study published in JAMA reports that nearly 3 million people enrolled in Medicare Advantage plans - about 10% of all participants in the privately managed segment of Medicare - were compelled to find new coverage in 2026 after insurers reduced plan options or exited markets. The research found that disruptions were substantially more common in rural counties, occurring at roughly double the rate observed in urban areas.

The study’s findings raise concerns about continuity of care. Hannah James, a policy researcher at the RAND Corporation, wrote in an accompanying editorial that these market movements could mean lost access to regular providers, specialty services, and long-term treatments for affected beneficiaries.


Impact by state and carrier

Across seven states, over 40% of Medicare Advantage enrollees had to scramble for alternate plans when existing offerings were discontinued. Those states were Vermont, Idaho, Wyoming, North Dakota, South Dakota, Maryland, and New Hampshire. Vermont had the largest share of affected enrollees, with 92% facing plan exits.

The study attributes roughly half of the disruptions to enrollees of smaller insurance carriers. Among the named large insurers, UnitedHealthcare accounted for nearly 14% of disruptions. CVS Health’s Aetna and Elevance were responsible for about 8.65% and roughly 8% of disruptions, respectively.

Researchers also observed that plans offering a wider selection of providers were among the most frequently terminated, which may amplify concerns about beneficiary choice where plan exits occur.


Context on program scale and recent market dynamics

The government Medicare program provides benefits to about 60 million people who are age 65 or older or who have disabilities. Roughly half of those beneficiaries participate in Medicare Advantage plans operated by private insurers, while the remaining half receive benefits through traditional, government-run Medicare.

The study cites market shifts that began in 2025, when insurance companies reported financial shortfalls in certain plans after costs rose and government reimbursement declined. As a result, several insurers signaled they would withdraw from or reconfigure markets in 2026.

Market share context cited in the study notes that in 2025 UnitedHealthcare accounted for nearly a third of all Medicare Advantage plans, according to a health policy firm. Other major plan sponsors included Humana, CVS Health, and Elevance, which represented 17%, 12%, and 7% of plans, respectively.


Policy implications highlighted by the editorial

"Policymakers should consider whether the current program design adequately aligns plan incentives with beneficiary needs," James wrote in the RAND editorial accompanying the JAMA study.

The editorial argues that the current payment model - in which the government pays insurers on a pre-negotiated basis - can create incentives for plans to target more profitable enrollees rather than consistently serving the full spectrum of beneficiary needs.

Because the study documents substantial enrollment disruption concentrated in specific geographies and among particular plan types, it underscores questions about access to care and how plan incentives interact with beneficiary protection. The research offers detailed counts and percentages for affected enrollees and identifies the insurers and states most impacted without drawing conclusions beyond the reported findings.

Risks

  • Disrupted access to regular healthcare providers, specialty care, and long-term treatments for affected Medicare Advantage members, particularly in rural areas - this impacts healthcare delivery and provider networks.
  • Market exits and plan terminations driven by rising costs and reduced government reimbursement could lead to further plan consolidation or reduced competition in the Medicare Advantage market, affecting insurers and beneficiaries.
  • Plans that offered broader provider choice were among the most frequently terminated, which may reduce beneficiary options and increase concentration risk for healthcare services and local provider markets.

More from Stock Markets

UBS Sees Continued Execution at Walmart After Strong Q4; Digital and High-Margin Layers Drive Outlook Feb 21, 2026 Failed $4B Financing for Lancaster Data Center Tied to CoreWeave’s B+ Credit Score Feb 20, 2026 Raymond James Says JFrog Sell-Off Overstates Threat from Anthropic’s New Security Tool Feb 20, 2026 FERC Clears Path for Blackstone-TXNM Energy Deal, Removing Major Federal Hurdle Feb 20, 2026 Vanda Gains FDA Nod for BYSANTI, Shares Spike as Company Secures Second Approval in Weeks Feb 20, 2026