UnitedHealth Group Incorporated navigated a turbulent 2025 with management changes, mispriced costs, and a surging medical cost ratio, but revenue growth remained robust. We expect 2026 EPS guidance in the high teens, signaling a double-digit rebound off 2025's $16.25–$16.50 floor, with confirmation of inflection imminent at the upcoming earnings. Dividend growth and a 2.8% yield provide income while awaiting margin recovery; buybacks are paused but likely to resume as cash flow improves.
Recently the U.S. Senate approved another round of Affordable Care Act (ACA) subsidy extensions. Trump said he "might" veto the subsidy extensions, but he did not conclusively say he would. UnitedHealth's stock got beaten down partially because the subsidies were expected to expire. The subsidies did in fact expire, but were re-instated and extended. Just recently, the company re-affirmed its full year earnings guidance for 2026, a number that implies significant growth over the trailing 12 month period.
Health insurer UnitedHealth Group used aggressive tactics to gather diagnoses that can boost Medicare Advantage payments, the Wall Street Journal reported on Monday, citing a U.S. Senate committee investigating the company's practices.
Sen. Chuck Grassley launched an investigation last year following Wall Street Journal reports examining the company's Medicare Advantage practices.
With well-publicized losses for companies including UnitedHealth Group NYSE: UNH, Elevance Health NYSE: ELV, and Wegovy and Ozempic maker Novo Nordisk NYSE: NVO, the healthcare sector failed to outperform the broad market last year.
Spending on executive protection is up, and it isn't all bodyguards and trained drivers.
UNH shares are down 34.5% in a year as costs and margins bite, with Q4 earnings and 2026 guidance set to test whether value is emerging.
In the most recent trading session, UnitedHealth Group (UNH) closed at $336.4, indicating a +1.91% shift from the previous trading day.
Carter Worth, Worth Charting, joins 'Fast Money' to talk what's ahead for UnitedHealthcare.
Sarat Sethi, DCLA, joins 'Closing Bell Overtime' to talk stocks that are struggling heading into 2026 including UnitedHeath, SalesForce, and Amazon.
Elevance Health is edging past UnitedHealth as Carelon's growth, strategic exits and a cheaper valuation shape a stronger near-term setup.
UnitedHealth (UNH) has encountered difficulties in the past. Its stock has decreased by over 30% within less than two months on two separate occasions in recent years, erasing billions in market capitalization and nullifying significant gains in a single downturn.