Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!My first-ever article on UnitedHealth ( UNH ) came out in mid-May 2025 , right after the stock's heavy drop on pulling its guidance and replacing the previousDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse a ...

Expects UHC, Medicare Advantage contraction will be in the range of 1.3 million to 1.4 million members for the full year, including Group, individual and dual special needs plans, greater losses than anticipated. Says competitive market dynamics drove higher than expected. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More on UNH: Disclaimer & DisclosureReport an Issue ...

Looking to 2027, says the advance notice published yesterday “simply doesn’t reflect the reality of medical utilization and cost trends.” UnitedHealth (UNH) says it will continue to work with CMS to “ensure an appropriate final growth rate calculation to avoid a profoundly negative impact on seniors benefits and access to care that would be a deeply unfortunate result for a program that already is underfunding pressure from the previous administration.” Published first on TheFly – the ultimate source for ...

分组1 - UnitedHealth's Q4 earnings release triggered a significant sell-off across the healthcare industry, impacting companies like Centene, which has notable exposure to governmental healthcare programs, albeit less than UnitedHealth [1] - The sell-off reflects broader market concerns regarding the performance and outlook of healthcare stocks following UnitedHealth's results [1] 分组2 - The article emphasizes the importance of fundamental analysis in making informed investment decisions, highlighting the author's experience in managing a family portfolio and understanding the balance between risk and reward [1] - The author aims to provide accessible insights for investors of all experience levels, leveraging a background in IT to navigate complexities in technology stocks while also exploring diverse sectors for investment opportunities [1]

After UnitedHealth's ( UNH ) yesterday Q4 earnings release, the entire industry suffered a big panic sell-off. Despite Centene's ( CNC ) exposure to governmental healthcare programs is not as significant as UNH's, it is still notable, andComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and ...

格隆汇1月28日｜摩根士丹利：将联合健康(UNH.US)目标价从409美元下调至375美元。 ...

U.S. stock markets are poised for a pivotal Wednesday, January 28th, 2026, as investors keenly await the Federal Reserve's latest interest rate decision and a flurry of earnings reports from influential technology giants. Premarket trading indicates a mixed but generally upward trend for futures, with the tech-heavy Nasdaq leading the charge, signaling continued optimism in the artificial intelligence (AI) sector.Premarket Activity and Futures MovementsAs the trading day begins to unfold, U.S. stock index f ...

CHONGQING, CHINA - JANUARY 22: In this photo illustration, a smartphone displays the logo of UnitedHealth Group (NYSE: UNH), an American multinational healthcare company providing health insurance services and healthcare solutions through its UnitedHealthcare and Optum businesses, in front of a screen showing the company's latest stock market chart on January 22, 2026, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesUnitedHealth Group (NYSE: UNH) announced its Q4 2025 earnings ...

Core Insights - UnitedHealth Group reported a 16% decline in net earnings for 2025, falling to $12.1 billion from $14.4 billion in 2024, primarily due to Medicare funding reductions and costs associated with the Change Healthcare cyberattack [1] - The adjusted medical care ratio increased to 88.9% in 2025, up from 85.5% in the previous year, indicating rising medical costs [2] - Total revenue for 2025 rose by 12% to $447.5 billion, compared to $400.2 billion in 2024, reflecting growth across various segments [2] Revenue Segments - The UnitedHealthcare Medicare & Retirement segment saw revenues increase by 23% to $171.3 billion, attributed to a rise in the number of individuals served and the Inflation Reduction Act Part D provisions [3] - The Community & State division experienced a 17% year-on-year revenue growth, reaching $94.4 billion, driven by increased services for individuals with complex needs and higher Medicaid rates [3] - The UnitedHealthcare Employer & Individual segment reported a slight revenue increase to $79.2 billion from $78.2 billion in the previous year [2] Quarterly Performance - In Q4, net earnings attributable to shareholders dropped to $10 million from $5.5 billion a year earlier, while quarterly revenues increased to $113.2 billion from $100.8 billion [4] - Guidance for 2026 projects revenues to be above $439 billion, reflecting a 2% decrease due to planned right-sizing across the enterprise, with anticipated earnings from operations exceeding $24 billion and a net margin forecasted near 3.6% [4] Management Commentary - CEO Stephen Hemsley stated that the company faced challenges directly and emerged stronger, positioning itself to better serve its clients and improve core performance [5] - A recent investigation by the US Senate Judiciary Committee alleged that UnitedHealth Group used assertive tactics to secure higher payments for Medicare Advantage members [5][6]

Core Insights - Several U.S. politicians sold UnitedHealth stock shortly before a significant market crash on January 27, 2026, raising concerns about the timing of these transactions [1][6][10] Group 1: Stock Performance and Market Impact - UnitedHealth experienced a dramatic loss of approximately 19% in a single trading session, closing at $282.70, which contributed to a nearly 50% decline in its stock value over the past year [2][9] - The company's market capitalization was significantly affected, erasing tens of billions of dollars and dragging down the Dow Jones Industrial Average [1] Group 2: Revenue Guidance and Financial Concerns - UnitedHealth's revenue guidance for 2026 was projected at about $439 billion, falling short of Wall Street estimates of $454 to $456 billion, which contributed to the stock's decline [9] - Rising medical costs and weaker earnings, along with proposed Medicare Advantage payment increases of only 0.09% for 2027, further exacerbated the situation [9] Group 3: Congressional Stock Transactions - Notable transactions included Rep. Kevin Hern selling UnitedHealth shares valued between $250,001 and $500,000 on December 23, 2025, just weeks before the stock's plunge [3][6] - Rep. Julie Johnson sold shares twice in November and December 2025, with each sale ranging from $1,001 to $15,000, occurring while the stock was still perceived as a defensive play [7] - Rep. Gilbert Cisneros sold shares on November 12, 2025, and later purchased shares on December 19, 2025, shortly before the company's outlook worsened [8]