Oscar Health Announces 2026 Investor Day, Raises 2026 Guidance

What Happened
Oscar Health, Inc. (OSCR) filed an 8-K on September 16, 2026 announcing its 2026 Investor Day (Wednesday, Sept. 16, 2026 at 9:00 a.m. ET). At the event the company discussed strategy, long‑term targets and updated full‑year 2026 guidance, improving its Medical Loss Ratio (MLR) and earnings expectations while reaffirming revenue and SG&A targets. The presentation will be webcast live and archived on Oscar’s investor relations site for 90 days.

Key Details

• Medical Loss Ratio (MLR) now expected between 81.0% and 82.0% (improvement of 50 basis points from prior 81.5%–82.5%).
• Earnings from Operations now expected between $600 million and $800 million (up $100 million from prior $500M–$700M).
• Reaffirmed full‑year 2026 guidance: Total Revenue $18.7 billion–$19.0 billion; SG&A Expense Ratio 15.6%–16.1%.
• Investor Day webcast available at ir.oscarhealth.com and archived for 90 days.

Why It Matters
Improved MLR and higher earnings‑from‑operations guidance indicate Oscar expects better profitability and operating performance in 2026, which are key drivers for investor value and valuation. Reaffirmed revenue and SG&A targets provide additional context on growth and expense discipline. Note these are forward‑looking estimates and subject to risks and uncertainties described in Oscar’s SEC filings.