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Wall Street's Insights Into Key Metrics Ahead of UnitedHealth (UNH) Q2 Earnings
ZACKS· 2025-07-24 14:16
Core Insights - UnitedHealth Group (UNH) is expected to report quarterly earnings of $4.84 per share, reflecting a year-over-year decline of 28.8% [1] - Revenue projections stand at $111.55 billion, indicating a 12.8% increase from the previous year [1] - The consensus EPS estimate has been revised downward by 6.6% over the past 30 days, showing analysts' reassessment of their initial projections [1][2] Revenue Projections - Analysts forecast 'Revenues- Products' to be $13.56 billion, representing an 11% year-over-year increase [3] - 'Revenues- Services' are expected to reach $9.37 billion, indicating a 7% year-over-year change [4] - 'Revenues- Premiums' are projected at $87.23 billion, reflecting a 13.4% increase from the prior year [4] - 'Revenues- Investment and other income' is estimated at $1.03 billion, showing a 3.5% increase from the previous year [4] Operating Statistics - The 'Medical Care Ratio' is predicted to be 88.6%, up from 85.1% in the same quarter last year [5] - The 'UnitedHealthcare Customer Profile - People Served - Commercial - Domestic - Risk-based' is estimated at 8.48 million, down from 8.74 million year-over-year [5] - 'UnitedHealthcare Customer Profile - People Served - Commercial - Domestic - Fee-based' is expected to reach 21.54 million, compared to 20.84 million in the same quarter last year [6] Customer Profile Estimates - The total 'People Served - Community and Senior' is projected at 20.28 million, up from 19.52 million year-over-year [6] - 'People Served - Community and Senior - Medicare Advantage' is estimated at 8.31 million, compared to 7.77 million last year [7] - 'People Served - Community and Senior - Medicaid' is expected to be 7.65 million, up from 7.41 million year-over-year [7] - 'People Served - Community and Senior - Medicare Supplement (Standardized)' is projected at 4.31 million, slightly down from 4.34 million last year [8] - 'People Served - Medicare Part D stand-alone' is estimated at 2.78 million, down from 3.07 million year-over-year [8] Stock Performance - Over the past month, shares of UnitedHealth have declined by 3.2%, while the Zacks S&P 500 composite has increased by 5.7% [9] - UNH currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [9]
UnitedHealth says it is facing DOJ investigation over Medicare billing practices
CNBC Television· 2025-07-24 14:00
United Health Shares falling at this hour as a company reveals in an 8K that it is under investigation by the DOJ on both civil and criminal charges with regard to its Medicaid practice. The company telling CNBC that it proactively went to speak to the DOJ given all of the reports, many of them coming from the Wall Street Journal about uh the investigation going on. company does point out that it has launched an internal audit to look at its practices in Medicare as well as in its PBM pharmacy benefits unit ...
Why UnitedHealth stock slid another 4% today
Finbold· 2025-07-24 13:21
Core Viewpoint - UnitedHealth Group Inc. is facing significant challenges, including a Department of Justice investigation into its Medicare practices, leading to a sharp decline in its stock price and raising concerns about its recovery potential [1][2][3]. Group 1: Stock Performance - UnitedHealth's stock has seen a decline of approximately 44% year-to-date, currently trading at $281.49 in pre-market hours [2]. - The stock hit a low of $274.35 in May 2025, but recent news regarding the DOJ investigation threatens to hinder any recovery [2]. - The stock is considered one of the most oversold in the S&P 500 for 2025 [2]. Group 2: DOJ Investigation - The company has begun complying with formal requests from the Department of Justice regarding its Medicare program practices [3]. - UnitedHealth proactively reached out to the DOJ after media reports about the investigations, expressing confidence in its practices [3]. - The company has initiated third-party reviews to assess its policies and practices, although it acknowledged uncertainty regarding the investigation's outcome [3]. Group 3: Analyst Outlook - Wall Street analysts maintain a generally positive long-term outlook for UnitedHealth, with a "Moderate Buy" consensus based on 24 ratings [4]. - The average 12-month price target for the stock is $356.36, with forecasts ranging from a low of $270.00 to a high of $440.00 [6]. - Investors are anticipating insights from the upcoming Q2 earnings report on July 29, 2025, to understand the impact of current challenges on the business [6].
UnitedHealth says it is facing DOJ investigation over Medicare billing practices
CNBC Television· 2025-07-24 13:08
We also uh got some breaking news right now from United Health. Want to get straight over to Bertha Kums who's got that news. Good morning, >> Andrew.United Health falling at this hour as a company reveals in an 8K that it is under investigation by the DOJ on both civil and criminal charges with regard to its Medicaid practice. the company telling CNBC that it proactively went to speak to the DOJ given all of the reports, many of them coming from the Wall Street Journal about uh the investigation going on. ...
X @Bloomberg
Bloomberg· 2025-07-24 12:40
UnitedHealth Group is responding to criminal and civil requests from the US Department of Justice about its Medicare practices, the company said, confirming reports of probes that surfaced over the last two years https://t.co/c8EbITweAE ...
UnitedHealth says it is facing DOJ investigation over Medicare billing practices
CNBC· 2025-07-24 12:34
Core Viewpoint - UnitedHealth Group is under investigation by the Justice Department regarding its Medicare billing practices, with the company expressing confidence in its practices and commitment to cooperate with the investigation [1][2]. Group 1: Investigation Details - The Justice Department is conducting both criminal and civil investigations into UnitedHealth's Medicare Advantage business, focusing on potential Medicare fraud and inflated diagnoses for extra payments [1][2]. - In March, a special master recommended in favor of UnitedHealth in a related case, stating that the DOJ lacked sufficient evidence regarding allegations of withholding at least $2 billion [3]. Group 2: Financial Impact - UnitedHealthcare's Medicare and retirement segment generated $139 billion in sales last year, making it the largest revenue driver for UnitedHealth Group [4]. - The company's shares have declined over 42% this year due to rising medical costs, the unexpected departure of former CEO Andrew Witty, and ongoing investigations [5]. Group 3: Recent Challenges - The year 2024 has been particularly challenging for UnitedHealthcare, marked by a significant cyberattack and public backlash following the murder of CEO Brian Thompson [6].
联合健康盘前跌超1.5%,报道称公司正在应对美国司法部的民事和刑事调查。
news flash· 2025-07-24 12:34
联合健康盘前跌超1.5%,报道称公司正在应对美国司法部的民事和刑事调查。 ...
全线收涨,中国大涨!
中国基金报· 2025-07-24 01:02
Core Viewpoint - The U.S. stock market saw significant gains, with the S&P 500 and Nasdaq reaching record closing highs, while major Chinese tech stocks experienced substantial increases [2][3][4]. Group 1: U.S. Stock Market Performance - The three major U.S. stock indices all closed higher, with the Dow Jones up 1.14% to 45010.29 points, the S&P 500 rising 0.78% to 6358.91 points, and the Nasdaq increasing 0.61% to 21020.02 points, marking new closing highs for both the S&P 500 and Nasdaq [4][6]. - Notable gainers included Merck, which rose nearly 3%, and UnitedHealth Group, which increased over 2%, leading the Dow [4]. Group 2: Chinese Tech Stocks - Chinese tech stocks saw a majority increase, with the Nasdaq Golden Dragon China Index rising 0.75% and the Wind Chinese Tech Leaders Index up 1.86% [17]. - Key performers included Tencent, which rose 3.93%, Pinduoduo up 2.97%, and Meituan increasing by 1.90%, leading the Wind Chinese Tech Leaders Index [20]. Group 3: Corporate Earnings Reports - Alphabet (Google) reported strong Q2 earnings, with revenue of $96.428 billion, exceeding expectations of $93.94 billion, and an EPS of $2.31, surpassing the forecast of $2.17. The stock rose 3% in after-hours trading following the announcement [23][24]. - Tesla reported a Q2 adjusted EPS of $0.40, a 23% year-over-year decline, with revenue of $22.5 billion, down 12% from the previous year. The stock fell over 2% in after-hours trading [25][26].
UnitedHealth Back To 2020 Levels: Why I'm Buying Into Q2 Earnings
Seeking Alpha· 2025-07-23 21:06
UnitedHealth Group Incorporated (NYSE: UNH ) stock continues to plummet, and I am once again advising investors to add on the pullback. I last covered the stock in late May, initiating a buy on weakness, and, sure enough, the stock has declined byI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with th ...
Healthcare Stocks Hit Valuation Bottom, 3 Names to Rebound
MarketBeat· 2025-07-23 20:13
Today’s stock market focus is centered on one single sector: technology stocks. The excitement around artificial intelligence (AI) has led to most attention—and capital–being concentrated in one corner while forgetting others, creating a gap and massive opportunity for rotation into some of these forgotten names that still carry greatly attractive fundamental profiles. This is where the healthcare sector comes into play. Investors can see from any chart search that most companies in this space have fallen t ...