智通财经APP获悉，美国最大规模的健康保险公司联合健康集团(UNH.US)表示，将其在巴西的业务部门出售给一家私人投资者将产生大约70亿美元的总计费用。联合健康周五在一份文件中表示，该公司预计该交易将在2024年上半年完成。由于货币兑换带来的累积影响，大部分费用将是非现金结构，该公司同时确认了2024年经过调整后的盈利前景维持不变，表明该公司对未来盈利充满信心。 虽然联合健康没有透露私人投资者的具体身份，但Valor Economico上周报道称，董事会已批准将该公司在巴西的业务出售给巴西企业家何塞·塞里皮耶里·菲尔霍(Jose Seripieri Filho)，但是交易金额尚未有任何媒体披露。有媒体早些时候曾报道，塞里皮耶里、另一位巴西企业家纳尔逊•坦努雷(Nelson Tanure)和私募股权公司贝恩资本(Bain Capital LP)也曾竞购这家公司在巴西地区的业务。 上述交易产生的“费用”并不是指联合健康集团从出售中收取的金额，而是指公司因为这笔交易所需要记录的会计损失。这笔费用的大部分是非现金支出，主要与货币兑换的累积影响有关。这种损失可能包括货币汇率变动的影响、出售资产的财务调整，以及与交易相关 ...

Key TakeawaysUnitedHealth Group announced it will sell its Brazilian operations to a private investor.Details of the deal were not disclosed, but an earlier report indicated that Brazilian entrepreneur Jose Seripieri Filho was the buyer.UnitedHealth expects the transaction to close in the first half of next year, and it will take a charge of approximately $7 billion when that happens.UnitedHealth Group (UNH) shares were up slightly after the big health insurance provider said it has agreed to sell its opera ...

UnitedHealth Is Selling Operations in Brazil. That Will Impact Earnings Next Year. ...

UnitedHealth Group Inc. UNH, +0.40% disclosed Friday that it will record a charge of about $7 billion, as it has agreed to sell its Brazil operations to a private investor. The health insurer said the charge is a result of cumulative losses from foreign currency translation. UnitedHealth’s stock edged up 0.6% in light premarket trading. The company said the 2024 net earnings will be impacted as a result of the charge, but its adjusted earnings per share outlook remains unchanged at $27.50 to $28. The compa ...

mohd izzuan/iStock via Getty Images Introduction As a dividend investor, I'm constantly on the hunt for strong, stable businesses that pay a well-covered, growing dividend. It helps me sleep better at night knowing that my while my holdings/companies may face headwinds, they will continue doing their job, paying me a dividend. UnitedHealth Group (NYSE:UNH) is one of those that come to mind. Growing cash flows, stable business model, and a growing dividend to help me reach my goal of financial freedom. F ...

UnitedHealth Group (UNH 0.16%) has a market capitalization of close to $500 billion and is one of the largest healthcare stocks you can invest in today. That means if it were to double in value, it would reach a $1 trillion valuation -- a distinction that no healthcare stock has achieved thus far.While it's unlikely that the health insurance giant will double in value in a year or two, it's definitely a possibility in the long run; the stock has doubled in just the past five years. Can UnitedHealth Group st ...

Revenue Growth - Consolidated revenues grew 14% to $92.361 billion, with UnitedHealthcare revenues growing 13% and Optum revenues growing 22%[59] - UnitedHealthcare's revenues increased by 13% to $69.853 billion in Q3 2023 compared to $61.995 billion in Q3 2022, driven by growth in Medicare Advantage and commercial offerings[68][69] - Optum Health revenues grew 29% to $23.864 billion in Q3 2023, serving 103 million people, up from 101 million in Q3 2022, primarily due to value-based care arrangements[68][72] - Optum Rx fulfilled 383 million adjusted scripts in Q3 2023, up from 359 million in Q3 2022, contributing to a 14% revenue increase to $28.857 billion[68][74] - UnitedHealthcare's Medicare & Retirement segment revenues grew 15% to $32.022 billion in Q3 2023, driven by increased enrollment in Medicare Advantage plans[69] - UnitedHealthcare's Community & State segment revenues increased 16% to $18.560 billion in Q3 2023, reflecting growth in Medicaid enrollment[69] - Optum Insight revenues rose 35% to $4.977 billion in Q3 2023, driven by growth in business and technology services[68][73] Earnings and Profitability - Consolidated earnings from operations increased to $8.5 billion, up from $7.5 billion last year, with UnitedHealthcare growing 21% and Optum growing 7%[59] - Diluted earnings per common share were $6.24, up from $5.55 last year[59] - Consolidated operating earnings increased 14% to $8.526 billion in Q3 2023, with UnitedHealthcare contributing $4.592 billion, up 21% year-over-year[68] - Return on equity was 28.0%, slightly down from 28.5% last year[59] Medical Costs and Ratios - Medical costs increased by 13% to $59.550 billion, primarily due to growth in people served through Medicare Advantage and Medicaid[61][64] - The medical care ratio (MCR) increased to 82.3%, up from 81.6% last year, driven by elevated care activity and business mix[61][64] - Operating cost ratio increased to 15.0%, up from 14.4%, due to business mix and investments to support future growth[61][65] Enrollment and Membership - UnitedHealthcare served 1.5 million more people, driven by growth across each of the company's businesses[59] - UnitedHealthcare's domestic medical enrollment grew 3% to 47.305 million in Q3 2023, with Medicare Advantage enrollment increasing 9% to 7.645 million[70] Cash Flow and Financial Position - Cash flows from operations for the nine months ended September 30, 2023, were $34.3 billion[59] - Cash provided by operating activities increased to $34.261 billion in the first nine months of 2023, up from $30.739 billion in the same period of 2022[77] - Operating cash flows increased primarily due to higher net earnings and the receipt of $11.9 billion in October 2023 CMS premium payment, compared to $9.8 billion in September 2022[78] - As of September 30, 2023, the company held $87.5 billion in cash, cash equivalents, and securities, including $38.9 billion in cash and cash equivalents and $44.4 billion in debt securities[79] - The company's debt to debt-plus-shareholders' equity ratio was approximately 38% as of September 30, 2023, well below the 60% covenant limit[81] Share Repurchases and Dividends - The company repurchased $6.5 billion of common stock in the first nine months of 2023, compared to $6.0 billion in the same period of 2022[77] - In the nine months ended September 30, 2023, the company repurchased 13 million shares at an average price of $485.10 per share, with authorization to purchase up to 18 million shares remaining[82] - The company increased its quarterly cash dividend to an annual rate of $7.52 per share in June 2023, up from $6.60 per share[82] Investments and Acquisitions - Investment and other income increased by 94% to $997 million, driven by increased interest rates[61][63] - The company has pending acquisitions in the healthcare sector with a total anticipated consideration of approximately $5 billion, subject to regulatory approval[82] - A 1% increase in market interest rates would decrease the fair value of the company's financial assets by $1.758 billion and liabilities by $3.846 billion, while a 1% decrease would increase asset values by $1.858 billion and liabilities by $4.635 billion[87] - The company's available-for-sale debt securities portfolio had a weighted-average duration of 3.8 years and a weighted-average credit rating of "Double A" as of September 30, 2023[79] Credit Ratings and Controls - The company maintains strong credit ratings, with senior unsecured debt rated A2 by Moody's, A+ by S&P, and A by Fitch, all with stable outlooks[82] - The company's disclosure controls and procedures were deemed effective at the reasonable assurance level as of September 30, 2023[89]

UnitedHealth Group Incorporated (NYSE:UNH) Q3 2023 Earnings Conference Call October 13, 2023 8:45 AM ET Company Participants Andrew Witty - Chief Executive Officer Dirk McMahon - President and Chief Operating Officer John Rex - Executive Vice President, Chief Financial Officer Brian Thompson - Chief Executive Officer, UnitedHealthcare Patrick Conway - Chief Executive Officer, OptumRx Dan Kueter - Chief Executive Officer, Employer & Individual Domestic Roger Connor - Chief Executive Officer, OptumInsight Dan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________ Form 10-Q __________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 1-10864 _ ...

UnitedHealth Group Incorporated (NYSE:UNH) Q2 2023 Earnings Conference Call July 14, 2023 8:45 AM ET Company Participants Andrew Witty - Chief Executive Officer Dirk McMahon - President and Chief Operating Officer John Rex - Executive Vice President and Chief Financial Officer Wyatt Decker - Chief Executive Officer, Optum Health Tim Noel - Chief Executive Officer, Medicare & Retirement Dan Kueter - Chief Executive Officer, Employer & Individual Domestic Conference Call Participants A.J. Rice - Credit Suisse ...