Back to Market on Close. I'm Marley Kaden alongside Sam Bodis in New York. Healthc care stocks the worst performers in the S&P 500.Today for more on the sector and why we're seeing so much downward pressure. Joining us now, David Tongue, the senior analyst in healthcare at Argust Research. David, thank you so much for being with us.You know, we've got this announcement on the new proposed rate for Medicare Advantage. Following that, we saw about $90 billion in market cap get wiped from the healthcare insura ...

A $2.5 billion charge tied principally to restructuring and other actions, including contract reassessments, real estate rationalization, and workforce reductions. DeWitt noted about $625 million of this amount was related to a lost contract reserve for third-party contractual relationships within Optum that are “structurally unprofitable” and could not be exited for 2026.A net gain of about $440 million related to portfolio optimization activities for assets the company is exiting or plans to exit.Chairman ...

UnitedHealth Group Incorporated ( UNH ) is a company that has become closely watched by many investors, hedge funds, and analysts. I have covered the stock three times already. Since my first rating (which wasHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have a slight bias ...

Core Insights - UnitedHealth Group's stock dropped nearly 20% after disappointing earnings, significantly impacting the Dow Jones Industrial Average [1][1] - The Dow was down nearly 1%, influenced by UnitedHealth's decline, while the S&P 500 and Nasdaq saw gains of 0.4% and 0.9%, respectively [1][1] - The price-weighted nature of the Dow means that significant moves in high-priced stocks like UnitedHealth can lead to substantial index fluctuations [1][1] Company Performance - UnitedHealth Group's stock price fell to $351.64, making it the sixth-most expensive stock in the Dow and a major influencer on the index [1][1] - The company faced a "double-whammy" as Medicare administrators announced minimal increases in payments to private Medicare Advantage plans, coupled with a forecast of declining total revenue for the year [1][1] - Other influential Dow components, such as Goldman Sachs, Home Depot, and American Express, also experienced declines, contributing to the overall downturn of the index [1][1] Market Context - The Dow's performance diverged from other major indexes due to the significant impact of UnitedHealth's stock movement, highlighting the unique characteristics of price-weighted indices [1][1] - The decline in UnitedHealth's stock is part of a recurring trend where its financial challenges have previously affected the Dow's performance [1][1]

UnitedHealth (UNH) shares tanked nearly 20% on Jan. 27, after the largest U.S. health insurer said its annual revenue will decline for the first time in over three decades in 2026. The company posted better-than-expected financials for Q4 this morning but guided for $439 billion in full-year revenue, reflecting a 2% decline on a year-over-year basis. More News from Barchart Versus its 52-week high, UnitedHealth stock is now down more than 50%. But there’s still reason to practice caution in buying it o ...

UnitedHealth Group Inc (NYSE:UNH) stock is eyeing its worst single-day percentage loss since April, last seen down 19.8% to trade at $281.96. The company posted mixed fourth-quarter earnings results, with profits of $2.11 beating estimates by one cent, while revenue of $113.2 billion came in below expectations. The Centers for Medicare & Medicaid Services proposal to raise Medicare Advantage rates by 0.09% -- far below expectations of a 4-6% increase -- is weighing on the shares, as well as UnitedHealth's s ...

UnitedHealth Group, Inc. (NYSE:UNH) experienced a historic market rout on Tuesday, with its stock plunging 20% in a single day. UNH stock is tanking. See the chart and price action here. The catalyst was a double whammy: a disappointing fourth-quarter earnings report coupled with a shockingly low 2027 rate proposal from the Centers for Medicare & Medicaid Services (CMS).CMS Rate ShockThe primary driver of the sell-off was the CMS 2027 Advance Notice, which proposed a net payment increase of just 0.09%. The ...

Core Viewpoint - The current market pullback is attributed to simultaneous macro-regulatory pressures from the government and micro-level factors affecting the technology sector [1] Group 1: Market Dynamics - The market is experiencing a pullback due to two related pressures: macro-regulatory headwinds and micro-level challenges [1] - The technology landscape is being navigated with a focus on risk mitigation, particularly in light of historical events such as the dot-com bubble and the credit default crisis of 2008 [1] Group 2: Investment Focus - The emphasis for investment strategies revolves around momentum, indicating a preference for identifying trends that can drive returns [1]

Key Takeaways As the S&P 500 and Nasdaq rose Tuesday, the Dow Jones Industrial Average fell 0.8%, dragged down by slumping UnitedHealth Group stock. UnitedHealth, one of the priciest stocks in the blue-chip Dow, tumbled nearly 20% Tuesday after reporting disappointing earnings. UnitedHealth stock shaved 422 points off the Dow, accounting for all of the index's 409-point decline on Tuesday. The Dow Jones Industrial Average missed out on a rally today thanks in large part to one very influential sto ...

分组1 - UnitedHealth Group's Q4 revenue and full-year revenue outlook fell short of Wall Street forecasts, leading to a nearly 20% drop in its stock price and impacting the broader managed care sector [2][3] - The Trump administration proposed nearly flat reimbursement rates for Medicare Advantage payers in 2027, with an average payment increase of only 0.09%, significantly lower than the expected 4%-6% rise [3] - UnitedHealth reported adjusted EPS of $2.10 for the quarter, meeting consensus, but Q4 revenue of $113.2 billion missed forecasts by approximately $520 million despite a 12% year-over-year growth [4] 分组2 - For 2026, UnitedHealth projects adjusted EPS of over $17.75, aligning closely with analyst expectations, but its revenue forecast of more than $439 billion is below the Street's consensus of $456 billion [4] - Analysts have described the current situation for UnitedHealth as a "somewhat disastrous start" to the year, following a challenging 2025 where shares declined by about 30% [5]