Key Points A regulatory filing revealed UnitedHealth is on target to meet its Medicare Advantage enrollment targets. The insurer's bottom line is directly affected by the quality of plans enrollees choose. UnitedHealth still faces multiple DOJ probes and allegations of misconduct. 10 stocks we like better than UnitedHealth Group › Shares of UnitedHealth Group (NYSE: UNH) are rising on Tuesday, up 8.8% as of 2:23 p.m. ET. The jump comes as the S&P 500 and the Nasdaq Composite ticked up slightly. ...

Core Insights - UnitedHealth Group was the best-performing stock in both the Dow Jones Industrial Average and the S&P 500 on a recent Tuesday, following the announcement that a significant majority of its Medicare Advantage enrollees are likely to qualify for federal bonus payments [1][2] Group 1: Company Performance - UnitedHealth's stock increased by 9% in recent trading, although it remains down approximately 30% since the beginning of the year [2] - The company faced challenges earlier in the year, including a significant drop in stock price after it revised its full-year earnings outlook due to "heightened care activity indications" in its Medicare Advantage business [2] Group 2: Medicare Advantage Insights - An estimated 78% of UnitedHealth's Medicare Advantage membership is projected to be enrolled in plans rated 4 stars or higher, which is consistent with historical performance [1][2] - Medicare Advantage plans with ratings of 4 stars or higher are eligible for quality bonus payments, which can be used by plan administrators to lower costs or provide additional benefits [2] - The Centers for Medicare & Medicaid Services (CMS) is expected to distribute $12.7 billion in bonus payments to Medicare Advantage plans in 2025, according to a Kaiser Family Foundation analysis [2][5]

UnitedHealth's stock is surging, which is giving a nice boost to Warren Buffett's new 5-million-share stake in the health insurer. ...

Investors were initially caught off guard Tuesday by a sweeping revision to U.S. employment data, after the Bureau of Labor Statistics removed 911,000 nonfarm payroll jobs from its count between April 2024 and March 2025, indicating the labor market had been cooling far earlier than many on Wall Street had anticipated.UNH shares are climbing. See what is driving the move here.Markets briefly dipped in the wake of the data release. Yet, major U.S. equity indices showed some recovery by midday in New York as ...

Group 1 - UnitedHealth Group shares surged after the company provided a positive outlook, expecting 78% of its Medicare Advantage members to be in top-rated Medicare plans next year [2][6] - Major U.S. equity indexes were little changed due to weaker-than-expected job growth, raising speculation about potential interest rate cuts by the Federal Reserve [2][6] - Freeport-McMoRan shares fell following a significant merger announcement between Anglo American and Teck Resources, valued at $53 billion, creating one of the largest copper mining companies [4][6] Group 2 - Nebius Group's shares skyrocketed after announcing a deal with Microsoft that could be worth up to $19.4 billion, positively impacting Microsoft's stock as well [3] - CoreWeave shares gained after launching a venture initiative aimed at supporting new AI efforts, indicating growth in the AI cloud computing sector [3]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Core Viewpoint - UnitedHealth Group Incorporated (UNH) is reaffirming its 2025 adjusted EPS outlook despite the modestly dilutive impact of the recent Amedisys acquisition, which closed in August [1][10]. Financial Outlook - UnitedHealth projected adjusted EPS of at least $16 for 2025, with revenues between $445.5 billion and $448 billion, amidst rising medical costs affecting margins across the industry [2]. - Analyst sentiment has been negative, with two downward revisions to earnings estimates for 2025 and 2026, leading to a projected EPS decline of 41.4% to $16.21, despite expected revenue growth of over 12% year over year [3]. - The company has missed earnings estimates in two of the last four quarters, with an average earnings surprise of negative 3.3% [4]. Challenges and Risks - UnitedHealth faces multiple hurdles, including removal from major Russell growth indices, increasing high-acuity care volumes, worsening Medicare Advantage dynamics, and a rising medical loss ratio, which increased from 83.2% in 2023 to 89.4% in Q2 2025 [5]. - Regulatory and legal issues complicate the situation, with ongoing probes from the Justice Department regarding Medicare billing practices and reimbursement policies [6]. - The company extended billions in temporary loans to healthcare providers affected by a cyberattack, raising concerns about aggressive repayment stances that may strain financially fragile hospitals [7]. Stock Performance - UNH shares have declined 36.7% year to date, underperforming the industry average decline of 29.5%, while the S&P 500 has increased by 10.8% [8]. - Despite the price drop, UNH trades at a forward P/E ratio of 18.72X, above the industry average of 15.23X, while competitors Molina Healthcare and Centene trade at lower multiples [11]. Long-Term Positioning - UnitedHealth maintains a strong position in the U.S. healthcare sector, serving 50.1 million people as of June 30, 2025, with growth driven by self-funded commercial plans [13]. - Confidence in the company was bolstered by Berkshire Hathaway's $1.57 billion purchase of over 5 million shares, leading to increased institutional and retail investor interest [14]. - Potential tailwinds include expected Medicare Advantage rate hikes in 2026 and the company's efforts to leverage AI and digital tools to enhance efficiency and reduce costs [15]. Conclusion - While UnitedHealth remains a key player in U.S. healthcare, its near-term outlook is challenged by rising medical costs, regulatory scrutiny, and unfavorable estimate revisions, resulting in a significant stock price decline and premium valuation compared to peers [17]. - The stock carries a Zacks Rank 5 (Strong Sell), indicating a cautious approach for investors at this time [18].

UnitedHealth Group, Inc. UNH shares were trading higher Tuesday after the company disclosed plans to reaffirm its previously announced earnings target and confirm consistent Medicare Advantage ratings. UNH stock is climbing. See the real-time price action here. The Details: UnitedHealth reaffirmed its adjusted 2025 EPS expectations set on July 29 of at least $16.00 per share, slightly below analyst consensus of $16.24 to $16.30.Read Next: Opendoor’s Meme Stock Mania Gets Comedic Twist The health care giant ...

UnitedHealth Group (NYSE: UNH) shares are showing signs of life after months of punishing declines, with the stock climbing in pre-market trading on September 9.Shares were up about 4% in early action, trading at $332.10 before the opening bell, compared to the prior close of $320.25.UNH stock one-day stock price chart. Source: Google FinboldThe rebound comes as the health insurance giant reaffirmed its 2025 adjusted earnings per share guidance. The company also filed documents estimating that roughly 78% o ...

UnitedHealth stock (NYSE: UNH) got off to a strong start Tuesday morning, with shares climbing 4% in pre-market trading to around $333, a nice bump from Monday's close of $320. The rally comes as inve... ...