UnitedHealth Group Incorporated is down 20% after a Q1 earnings miss and lowered guidance, presenting a rare buying opportunity for a quality stock. Despite short-term challenges, UNH remains a defensive leader with resilient revenue streams, making it a strong buy during economic downturns. UNH's combination of stable insurance revenue and high-growth potential from Optum, along with a favorable valuation, underscores its long-term investment appeal.
UnitedHealth Group Incorporated (NYSE:UNH ) Q1 2025 Results Conference Call April 17, 2025 8:45 AM ET Company Participants Andrew Witty - Chief Executive Officer John Rex - Chief Financial Officer Tim Noel - Chief Executive Officer, UnitedHealthcare Medicare & Retirement Amar Desai - Chief Executive Officer, Optum Health Heather Cianfrocco - Chief Executive Officer, Optum Patrick Conway - Chief Executive Officer, Optum Rx Krista Nelson - Chief Executive Officer, Community & State Bobby Hunter - President, Medicare Conference Call Participants Justin Lake - Wolfe Research Josh Raskin - Nephron Research A.J. Rice - UBS Lisa Gill - JPMorgan Stephen Baxter - Wells Fargo Erin Wright - Morgan Stanley Andrew Mok - Barclays Dave Windley - Jefferies Ben Hendrix - RBC Capital Markets Lance Wilkes - Bernstein Sarah James - Cantor Fitzgerald Jessica Tassan - Piper Sandler Operator Good morning, and welcome to the UnitedHealth Group First Quarter 2025 Earnings Conference Call.
Health insurance stocks are calling in sick today.
There have been instances in which saying that a major stock fell off a cliff, as when describing the fortunes of UnitedHealth (NYSE: UNH) in the Thursday pre-market, and immediately after the morning bell.
Although the revenue and EPS for UnitedHealth (UNH) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The healthcare company cut its full-year forecast and reported disappointing first-quarter earnings.
UnitedHealth Group Inc (NYSE:UNH, ETR:UNH) shares plunged almost 20% after the health insurance company downwardly revised its full-year profit guidance, in addition to reporting an earnings miss for the first quarter. It now expects adjusted earnings in the range of $26 to $26.50 per share, down from its earlier forecast of $29.50 to $30.
UnitedHealth Group (UNH) came out with quarterly earnings of $7.20 per share, missing the Zacks Consensus Estimate of $7.27 per share. This compares to earnings of $6.91 per share a year ago.
Lance Wilkes, Bernstien senior equity analyst, joins 'Squawk Box' to break down UnitedHealth's quarterly earnings results.
Shares of UnitedHealth Group (UNH) tumbled 20% in premarket trading Thursday after the healthcare giant's first-quarter results fell short of analysts' estimates and it cut its profit forecasts for 2025.
UnitedHealth Group cut its guidance after reporting a surge in care activity in its Medicare Advantage businesses last quarter.
UnitedHealth Group Inc (NYSE:UNH) will announce its first-quarter report before the open tomorrow, April 17.