Allianz offers strong growth momentum, with EPS and dividends rising above historical averages and all business segments contributing positively. The company has overcome past compliance issues, maintains robust financials, and is executing a €2 billion share buyback program. Despite recent share price gains, Allianz remains attractively valued with an adjusted P/E below 14, justified by higher growth rates and clean operations.
The abrupt departure of UnitedHealth (NYSE:UNH) CEO Andrew Witty this week has sent shockwaves through an already tumultuous healthcare sector.
A minor earnings miss triggered a negative momentum for the stock, which was amplified by the sudden resignation of Andre Witty as a CEO and completely slashing FY2025 guidance. Cost pressures from Medicare and Optum and an alleged DOJ probe on Medicare weigh on the outlook and justify caution. Multiple valuation models using conservative assumptions and technicals suggest the stock is undervalued.
UnitedHealth Group investors, stunned by missteps at the once predictable healthcare giant, are warily expecting strategic changes in its Medicare Advantage health insurance business over the next year.
UnitedHealth Group (NYSE: UNH), a bellwether of the Dow 30, is experiencing one of the steepest sell-offs in modern stock market history. Over the past month, UNH shares have plunged more than 55%—a rare event for any blue-chip stock.
'Fast Money' traders discuss whether they would trade UnitedHealth as the healthcare giant's stock plunges on reports of a DOJ probe into possible Medicare fraud.
Stephen Hemsley would get stock options after three years, in some cases even if he doesn't stay that long
The stock price of UnitedHealth Group (NYSE: UNH) is sinking yet again this morning after reports that the private healthcare company is now under criminal investigation by the Department of Justice (DOJ) over possible Medicare fraud.
U.S. equities were mixed at midday, with the Dow Jones Industrial Average and S&P 500 slightly higher and the Nasdaq marginally lower.
UnitedHealth Group Inc (NYSE:UNH, ETR:UNH) shares tumbled more than 14% after a Wall Street Journal (WSJ) report revealed that the US Department of Justice (DOJ) is conducting a criminal investigation into the company's Medicare Advantage billing practices. The report, citing unnamed sources, said the DOJ's healthcare fraud division is examining whether UnitedHealth inflated patient risk scores to increase federal payments.
Despite massive recent weakness and uncertainty, I believe UNH is a "reluctant" buy due to its cash flow, dividend, and systemic importance. UNH faces unprecedented selling pressure, CEO resignation, DOJ investigation, and negative public sentiment, making it a high risk/reward investment currently. Valuation is compelling: UNH trades at 11-13x forward earnings, with a reasonable expectation of earnings recovery and growth returning in 2026.
The Wall Street Journal on Wednesday cited people familiar with the matter as saying that the probe has been ongoing since last year.