The health insurer now expects 2025 earnings of just $30 a share, citing ongoing and industry-wide impact of elevated cost trends in ACA and Medicaid.
UnitedHealth stock has gotten cheap this year due to a slew of PR issues. Some of these issues pertain to the company's handling of health insurance claims. The company is profitable enough and has a strong enough balance sheet that it can afford to take some hits from policyholders taking their business elsewhere.
The market often misinterprets price declines as value. For Elevance Health, I see a disconnect between market cap and long-term earnings potential. Health sector valuations have dropped sharply, but lower multiples reflect uncertainty, not necessarily increased risk for robust companies like ELV. Elevance Health stands out for its ability to manage industry uncertainties and is well-positioned for a valuation re-rating as confidence returns.
![]() UNH 1 month ago | Other | €1.89 Per Share |
![]() UNH 4 months ago | Other | €1.8 Per Share |
![]() UNH 7 months ago | Other | €1.8 Per Share |
![]() UNH 10 months ago | Other | €1.8 Per Share |
![]() UNH 17 Jun 2024 | Other | €1.8 Per Share |
13 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
29 Jul 2025 (In 1 week) Date | | 4.63 Cons. EPS | - EPS |
14 Jul 2025 Date | | - Cons. EPS | - EPS |
17 Apr 2025 Date | | - Cons. EPS | - EPS |
14 Apr 2025 Date | | - Cons. EPS | - EPS |
![]() UNH 1 month ago | Other | €1.89 Per Share |
![]() UNH 4 months ago | Other | €1.8 Per Share |
![]() UNH 7 months ago | Other | €1.8 Per Share |
![]() UNH 10 months ago | Other | €1.8 Per Share |
![]() UNH 17 Jun 2024 | Other | €1.8 Per Share |
13 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
29 Jul 2025 (In 1 week) Date | | 4.63 Cons. EPS | - EPS |
14 Jul 2025 Date | | - Cons. EPS | - EPS |
17 Apr 2025 Date | | - Cons. EPS | - EPS |
14 Apr 2025 Date | | - Cons. EPS | - EPS |
Medical - Healthcare Plans Industry | Healthcare Sector | Stephen J. Hemsley CEO | XMUN Exchange | US91324P1021 ISIN |
US Country | 400,000 Employees | 16 Jun 2025 Last Dividend | 31 May 2005 Last Split | 26 Oct 1984 IPO Date |
UnitedHealth Group Incorporated stands as a multifaceted healthcare enterprise in the United States, demonstrating a comprehensive approach to healthcare delivery and innovation. Established in 1974 and headquartered in Minnetonka, Minnesota, the company has expanded its services across four primary segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. Each segment caters to different facets of healthcare, ranging from health benefit plans and services for a diverse set of clients including national employers, public sector employers, mid-sized, small businesses, and individuals, to advanced technology and information products that transform healthcare practices. The organization is dedicated to improving healthcare outcomes, making health services more accessible, and driving efficiencies within the healthcare system.
Offers consumer-oriented health benefit plans and services tailored for a broad audience ranging from national employers to individuals. It specializes in healthcare coverage and wellness services, focusing on the needs of individuals aged 50 and older, Medicaid plans, children’s health insurance, and providing healthcare benefits to economically disadvantaged and medically underserved communities, including those lacking employer-funded healthcare coverage.
Delivers a spectrum of care delivery, care management, wellness and consumer engagement services. Optum Health is aimed at empowering patients and consumers, enhancing the operations of care delivery systems, and serving providers, employers, payers, and public-sector entities with innovative health financial services.
Provides a wide array of software and information products, advisory consulting, and managed services outsourcing contracts. This segment is designed to support hospital systems, physicians, health plans, governments, life sciences companies, and other organizations by offering tools and services that optimize operational efficiency, financial performance, and care quality.
Focuses on pharmacy care services and programs, encompassing retail network contracting, home delivery services, specialty and community pharmacy services, infusion services, as well as purchasing and clinical capabilities. Optum Rx is dedicated to improving pharmacy care through innovative programs in areas like step therapy, formulary management, drug adherence, and comprehensive disease and drug therapy management.