UnitedHealth(UNH)

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Bloomberg· 2025-10-03 14:20
A UnitedHealth shareholder has filed a proposal to require an independent board chair distinct from the chief executive officer, roles that were combined when Stephen Hemsley returned to lead the company this year https://t.co/JTiHDzE5US ...
What Does Wall Street Think About UnitedHealth Group (UNH)?
Yahoo Finance· 2025-10-03 10:28
UnitedHealth Group Incorporated (NYSE:UNH) is one of the best medical stocks to buy now. In a report released on September 18, Ryan Langston from TD Cowen maintained a Hold rating on UnitedHealth Group Incorporated (NYSE:UNH) and set a price target of $275.00. The Case for UnitedHealth Group (UNH) as a Cash-Rich Dividend Stock However, UBS reiterated a Buy rating on UnitedHealth Group Incorporated (NYSE:UNH) on September 19 with a $378 price target. Lance Wilkes from Bernstein also expressed bullish sent ...
UPDATE — Pennant Completes Purchase of Tennessee, Georgia and Alabama Operations from UnitedHealth Group and Amedisys
Globenewswire· 2025-10-02 18:25
Core Insights - The Pennant Group, Inc. has acquired certain operations from UnitedHealth Group for $146.5 million, which includes home health, hospice, and personal care services in Tennessee, Georgia, and Alabama [1][2]. Acquisition Details - The acquisition involves 54 locations with combined revenues of $189.3 million over the trailing twelve months [2]. - Approximately two-thirds of the revenue from the acquired agencies is related to home health services, while one-third is from hospice services [3]. Strategic Importance - This acquisition marks a strategic expansion for Pennant into the Southeast region, enhancing its operational footprint and growth potential [4]. - The company has established a transition services agreement with UnitedHealth to ensure a smooth integration process [3]. Leadership Perspective - Pennant's CEO, Brent Guerisoli, emphasized the strategic nature of this move and the company's commitment to operational excellence and leadership in the industry [4]. - COO John Gochnour highlighted the quality of the acquired teams and their local ties, which will contribute to the success of the integration [4]. Future Growth Plans - The company intends to continue pursuing growth opportunities in the home health, hospice, and senior living sectors, focusing on strategic and underperforming operations [4].
Major health insurers scaling back Medicare Advantage offerings in 2026
Fox Business· 2025-10-02 15:08
Leading health insurers announced Wednesday that they will scale back their Medicare Advantage offerings next year as the health insurance industry braces for decreases in government reimbursement. The U.S. government has been cutting back payments on Medicare Advantage since 2024 to reduce spending. Medicare Advantage is a privately-run insurance program that serves people aged 65 and above as well as those with disabilities.CVS Health's Aetna insurance business said its prescription drug plans will be ava ...
Pennant Completes Purchase of Tennessee, Georgia and Alabama Operations from UnitedHealth Group and Amedisys
Globenewswire· 2025-10-02 10:00
EAGLE, Idaho, Oct. 02, 2025 (GLOBE NEWSWIRE) -- The Pennant Group, Inc. (NASDAQ: PNTG), the parent company of the Pennant group of affiliated home health, hospice, home care and senior living companies, announced today that on October 1, 2025, it acquired certain operations from UnitedHealth Group Incorporated (“UnitedHealth”). The operations were divested pursuant to UnitedHealth’s and Amedisys Inc.’s (“Amedisys”) antitrust settlement with the United States Justice Department. Pennant is purchasing diveste ...
UnitedHealth to exit Medicare Advantage plans in 109 US counties
Yahoo Finance· 2025-10-01 14:53
(Corrects county exits in 2026 described in paragraph 3 to total 109 from 16, as UnitedHealth clarified an error in the initial figure the company gave.) By Amina Niasse NEW YORK (Reuters) -UnitedHealth said it will stop offering Medicare Advantage plans in 109 U.S. counties in 2026, impacting 180,000 members, as the company balances higher costs with reimbursement pressure in the insurance program. "The combination of (Centers for Medicare and Medicaid Services) funding cuts, rising healthcare costs an ...
Pfizer's TrumpRx Pact Sends Shockwaves: Why UnitedHealth, Lilly And CVS Can't Look Away
Benzinga· 2025-10-01 14:49
Core Insights - Pfizer's agreement with the government to sell medicines at steep discounts on the TrumpRx platform and extend "most favored nation" pricing to Medicaid represents a significant shift in the U.S. drug pricing landscape, potentially impacting profits for insurers, pharmacies, and rival drugmakers [1] Group 1: Impact on Key Players - UnitedHealth Group's Optum Rx may face margin compression due to reduced rebates from the TrumpRx and MFN pricing, which could negatively affect its profitability despite lower drug costs benefiting patients [3] - Eli Lilly may benefit in the short term from Pfizer's deal as it provides a potential template for negotiating with the government, but long-term implications could weaken its pricing power if MFN pricing becomes widespread [4] - CVS Health, as a major player in both retail and pharmacy benefit management (PBM) through Caremark, could see its business model challenged by the TrumpRx initiative, which threatens both retail volumes and PBM margins [5] Group 2: Investor Implications - Pfizer's concessions may appear harmless to its own earnings, but they signal potential risks for competitors like UnitedHealth, Eli Lilly, and CVS, prompting investors to reconsider their strategies in light of government involvement in drug pricing [6]
UnitedHealth to exit Medicare Advantage plans in 16 US counties
Reuters· 2025-10-01 12:54
UnitedHealth said it will stop offering Medicare Advantage plans in 16 U.S. counties in 2026, impacting 180,000 members, as the company balances higher costs with reimbursement pressure in the insurance program. ...
US stocks close higher as government shutdown looms, plus the winners & losers of Q3 2025
Youtube· 2025-09-30 21:28
Market Overview - The major U.S. stock indices finished higher, with the Dow up approximately 90 points, the S&P 500 increasing by about 0.4%, and the NASDAQ gaining around 0.3% [1] - September ended positively, marking a solid conclusion to Q3, despite concerns over a potential U.S. government shutdown [2][3] Economic Context - Analysts suggest that the likelihood of a government shutdown is high, which could impact the release of key economic data, including jobs reports [2][10] - Despite these risks, the market appears to be focusing on growth and productivity, seemingly ignoring potential negative impacts from a shutdown [10] Earnings and Corporate Performance - Expectations for corporate earnings growth are optimistic, with projections of 7% to 10% growth for the year, driven by productivity and favorable pricing conditions [13][16] - Companies are investing heavily in capital expenditures (capex), which may lead to lower returns of capital to investors in the near term [16][17] Sector Performance - The technology sector and communication services outperformed, with notable performances from companies like Alphabet and Tesla, which saw increases of 14.2% and 33.2% respectively in September [20][24] - The S&P 500, NASDAQ Composite, and NASDAQ 100 experienced their best September since 2010 and the best Q3 since 2020 [21] Nike's Financial Results - Nike reported revenue of $11.72 billion, exceeding Wall Street's expectations of $11.02 billion, marking a 1% increase year-over-year [32] - The company faced challenges with higher inventory levels and a gross margin decrease of 320 basis points to 42.2%, attributed to lower average selling prices and increased tariffs [35][36] - Nike's wholesale revenue increased by approximately 7%, while direct-to-consumer sales declined by about 4% to 4.5 billion [33] Competitive Landscape - The sportswear market has become increasingly competitive, with Nike losing some market share to newer brands and established competitors like Adidas and New Balance [46] - Analysts believe that Nike's strong brand presence and upcoming major sporting events, such as the Olympics and the World Cup, could provide significant promotional opportunities [41][42] Valuation Insights - Analysts consider Nike to be undervalued, with a fair value estimate of $104 per share, suggesting potential for growth as the company navigates its turnaround strategy [48][49]
Leerink Partners Maintains its Outperform Rating and Increases its Price Target for UnitedHealth Group Incorporated (UNH) from $300 to $402
Yahoo Finance· 2025-09-30 19:10
UnitedHealth Group Incorporated (NYSE:UNH) is one of the 11 Most Profitable Blue Chip Stocks to Buy Right Now. Leerink Partners Maintains its Outperform Rating and Increases its Price Target for UnitedHealth Group Incorporated (UNH) from $300 to $402 Leerink Partners maintained its Outperform rating and increased its price target for UnitedHealth Group Incorporated (NYSE:UNH) from $300 to $402 on September 24, 2025, citing a strong upside case fueled by an earlier-than-expected turnaround in Optum operat ...