UnitedHealth Group Incorporated (UNH)
Earnings and Home Prices and Confidence - Oh My!
Markets were mixed today, with the Dow falling on the weight of UNH's drop after Q4 earnings this morning.
For UnitedHealth's Optum, It's ‘Back To Basics' With Smaller Footprint
UnitedHealth Group's Optum health services business is working on its own turnaround that includes leaving some markets and ending contracts with medical care providers that aren't aligned with the company's strategy.
UnitedHealth Group: Recovery Might Take Longer, But Contrarians Know What To Do
UnitedHealth Group Incorporated remains a contrarian Buy after a sharp selloff, with recent Medicare Advantage rate news pressuring margins and investor sentiment. UNH expects 2026 revenues to decline 2%, but operating income should exceed $24B, reflecting successful cost controls and AI-driven efficiency gains. Despite near-term EPS growth of just 8.6%, management targets a long-term adjusted EPS CAGR of 13–16%, suggesting significant re-rating potential at a forward P/E of 15.8.
UnitedHealth Stock on Track for Worst Day Since April
UnitedHealth Group Inc (NYSE:UNH) stock is eyeing its worst single-day percentage loss since April, last seen down 19.8% to trade at $281.96.
UnitedHealth Group Stock Is Not Attractive Yet: Caution Is Warranted
UnitedHealth Group Incorporated is facing a sharp selloff due to a surprise Medicare Advantage rate proposal and disappointing FY26 guidance. UNH's rising medical care ratio, now at 88.9%, signals margin compression and structural cost headwinds that threaten near-term profitability. Optum remains a strategic bright spot, but its outperformance cannot fully offset mounting insurance business pressures and sector-wide regulatory risks.
UnitedHealth Stock Plunges 20%—Here's What's Driving the Huge Decline
Shares of UnitedHealth Group led a sell-off in health insurance stocks on Tuesday after the company reported its quarterly results and the Trump administration announced Medicare rates would be effectively unchanged next year.
UnitedHealth Group: I Might Add On This Massive Overreaction
UnitedHealth experienced a 20% single-day drop, but I view this as a major overreaction given its strong fundamentals. UNH's 2026 guidance signals a shift from growth to margin recovery, with adjusted EPS targeted at $17.75+ and operating margin at 5.5%. Management is exiting unprofitable Medicaid states and focusing on higher-margin business, accepting a 2% revenue decline for improved profitability.
UnitedHealth Q4 Earnings Beat on Strong Optum Rx, Offers 2026 Outlook
UNH tops Q4 EPS estimates as Optum Rx drove growth, but profits plunged year over year, and management set a cautious 2026 outlook amid rising costs.
UnitedHealth Group Incorporated (UNH) Q4 2025 Earnings Call Transcript
UnitedHealth Group Incorporated (UNH) Q4 2025 Earnings Call Transcript
Q4 Earnings Ahead of the Bell: BA, UNH, GM & More
Boeing, UnitedHealthcare, GM and UPS are among those big names reporting Q4 earnings this morning.
Trump Triggers Buying Opportunity in UnitedHealth Group
The Trump administration sent ripples of fear through the insurance sector in late January, setting UnitedHealth Group NYSE: UNH and other insurance stocks up as buying opportunities. The sell-off was driven by a proposed update to Medicare reimbursements paid to private insurers.
Here's Why Health Insurance Stocks Are Sinking Tuesday
Several health insurer stocks tumbled Tuesday following a proposal from the Centers for Medicare and Medicaid Services that would raise payments to insurers less than expected in 2027.
