UnitedHealth Group Incorporated (UNH)
UnitedHealth Q2: Seeing More Clarity Could Be Positive For The Stock
UNH's Q2 FY2025 results significantly missed EPS expectations due to higher medical costs, and its updated FY2025 guidance came in largely below consensus. Higher MA cost trends continue to pressure margins in 2H 2025, and management now expects 2026 costs to rise further after miscalculation. Adjusted EPS is expected to decline 66% YoY in 2H FY2025, with FY2025 guidance at least $16 per share, implying a 42% YoY drop.
UnitedHealth: Healthcare Costs Weigh On Earnings (Rating Downgrade)
On July 16, I wrote an article on UnitedHealth, rating it a buy (albeit a low-conviction buy with many risk factors). Yesterday, the company put out an earnings release that was worse than I anticipated. Despite strong revenue growth, profitability was impacted by rising healthcare costs.
UnitedHealth: The Bottom Might Be In (Technical Analysis)
Despite rising medical costs and margin pressures, UnitedHealth Group Incorporated remains solidly profitable, with strong sales growth and a robust net earnings base. UNH stock is now technically oversold, trading at just 12x 2026 estimated profits and offering a 3.3% dividend yield, making it attractive for value investors. A recovery is possible if UnitedHealth Group controls its medical care ratio and meets profit guidance, with even slight improvements likely to shift sentiment positively.
Trade Tracker: Steve Weiss sells UnitedHealth and buys more FTAI Aviation
Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to detail his latest portfolio moves.
Here's the best time to buy UnitedHealth (UNH) stock, according to AI
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.
UnitedHealth Faces Long Road to Recovery
Returning CEO Stephen Hemsley is lowering expectations, but perhaps not enough.
UnitedHealth: Why This Healthcare Giant May Keep Sinking For The Rest Of The Year
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.
UnitedHealth Stock Is A Strong Buy Amid Unfavorable Medical Trends (Upgrade)
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 (UNH) Q2 2025 Earnings Call Transcript
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.
UnitedHealth Group stock price drops again as the health insurance giant's sickly summer continues
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.
UnitedHealth, UPS, and Whirlpool Show First Cracks in a Strong Earnings Season
Tech and financials are booming. Other sectors are struggling.
2 Blue-Chip Stocks Making Moves After Earnings
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.
