Major U.S. equities indexes ticked higher to kick off the trading week, bolstered by outperformance in biotech and the health care sectors even as investors digested the downgraded view on U.S. government creditworthiness from ratings agency Moody's.
By mid-May 2025, the company's stock price had dropped over 40% year-to-date, raising concerns about its immediate future. However, substantial price declines in leading companies can create attractive investment opportunities.
While the deluge of recent negative news has made it apparent to all that UnitedHealth (NYSE: UNH) stock is in dire straits, Bill Ackman saw the writing on the wall months in advance.
Jim Cramer breaks down why he's keeping an eye on shares of UNH.
Wall Street analysts have issued a bearish outlook for UnitedHealth (NYSE: UNH) stock following a tumultuous week that saw the healthcare giant's shares plummet 23%.
Though UnitedHealth Group faces a barrage of negative news, recent heavy insider buying and technical indicators suggest peak pessimism and a potential bottom in the stock.
UnitedHealth's shares have plunged, but the sell-off creates a rare opportunity: the dividend yield is at a historic high and the valuation is compelling. Despite near-term headwinds—guidance withdrawal, CEO change, and reported DOJ probe—I see long-term prospects as strong, with robust earnings and dividend growth expected. UNH's payout ratio is low, and dividend growth history is excellent; even conservative growth assumptions point to attractive total returns for income investors.
Trump wants to cut out the middleman, will he be able to? UNH's exposure to PBM risks is real, but is the market pricing in the worst-case scenario. I look at the legal and regulatory routes to reform, as well as financial estimates on UNH of my base case.
UnitedHealth faces significant headwinds, but the issues are fixable. The CEO replacement is highly positive, since Stephen J. Hemsley has a proven track record and over $350M worth of shares. The aging population and higher interest rates support long-term growth.
UnitedHealth Group (NYSE: UNH) has seen a notable wave of insider buying, reflecting a concerted effort by its board to restore investor confidence following a turbulent period.
Here are some of the major companies whose stocks moved on the week's news.
UnitedHealth Group ( UNH ) shares have come under significant pressure, collapsing by over 30% in just a few days and now sitting more than 60% below all-time highs. The selloff followed news that the company is under criminal investigation for possible Medicare fraud.