Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to detail his latest portfolio moves.
UnitedHealth's (NYSE: UNH) turbulent run in 2025 is escalating after the firm reported disappointing Q2 earnings results, but an AI platform has identified strategic entry points for long-term investors.
Returning CEO Stephen Hemsley is lowering expectations, but perhaps not enough.
My bearish thesis on UnitedHealth Group Incorporated is playing out, with margins and earnings deteriorating as expected after Q2 FY25 results. The onus is on management to prove this is the bottom. Management's disappointing FY25 revenue guidance adds to challenges, making a turnaround story unlikely in the near term. Valuations may appear reasonable and even low depending on how you look at it, but I believe eroding earnings fundamentals make this a "no-go" for buys.
Despite a double earnings miss, I am upgrading UnitedHealth Group Incorporated stock to Strong Buy due to its long-term growth potential and resilient fundamentals. UNH's current valuation prices in excessive pessimism; I believe earnings will recover as premium repricing and cost controls take effect. Management's transparency, share repurchases, and a growing dividend support my conviction in UNH's ability to outperform the S&P 500 over time.
UnitedHealth Group Incorporated (NYSE:UNH ) Q2 2025 Earnings Conference Call July 29, 2025 8:45 AM ET Company Participants Bobby Hunter - CEO of Government Programs & Head of Medicare Insurance - Corporate Participant Daniel J. Schumacher - President Daniel Roger Kueter - Chief Executive Officer of UnitedHealthcare Employer & Individual - Corporate Participant Dhivya Suryadevara - Chief Executive Officer of Optum Financial Services - Corporate Participant Krista Nelson - Chief Executive Officer of UnitedHealthcare Community & State - Corporate Participant Timothy John Noel - Chief Executive Officer of UnitedHealthcare Business John F.
UnitedHealthcare's parent company, UnitedHealth Group, is in need of some bed rest this week. The company's stock price (NYSE: UNH) has been knocked off its feet again after the American insurance giant reported disappointing quarterly results and offered 2025 earnings guidance that was significantly below investor expectations.
Tech and financials are booming. Other sectors are struggling.
Aerospace giant Boeing Co (BA) reported impressive second-quarter results before the bell this morning, including narrower-than-expected losses of $1.24 per share on a revenue beat of $22.75 billion.
It's all down arrows on this morning's earnings movers. Sam Vadas talks about the "tariff exposed story" impacting Whirlpool (WHR) and UPS Inc. (UPS).
Although the revenue and EPS for UnitedHealth (UNH) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
UnitedHealth Group on Tuesday issued a 2025 outlook that fell short of Wall Street's expectations, as the company's insurance unit continues to grapple with higher medical costs.