Core Insights - UnitedHealth Group's stock dropped 20%, reaching a five-month low, following disappointing earnings and unchanged Medicare rates announced by the Trump administration [1] - The Centers for Medicare and Medicaid Services (CMS) estimated a mere 0.09% increase in payments to private Medicare Advantage plans for the next year, significantly lower than previous years [1] - Other health insurers, including Humana, CVS Health, and Elevance Health, also experienced sharp declines in their stock prices [1] Group 1: Company Performance - UnitedHealth's fourth-quarter revenue was reported at $113.2 billion, falling short of expectations, while adjusted earnings per share met forecasts at $2.11 [1] - The company anticipates total revenue exceeding $439 billion in 2026, reflecting a 2% year-over-year decrease due to planned right-sizing [1] - UnitedHealthcare expects to insure up to 2.8 million fewer people this year, with Medicare Advantage projected to account for nearly half of that reduction [1] Group 2: Market Context - Healthcare stocks have struggled in recent years, impacted by high healthcare costs and political pressures regarding affordability [1] - The healthcare sector had previously shown momentum but is now facing potential headwinds due to political risks and consumer frustrations [1] - Investors are cautious due to the Trump administration's focus on lowering healthcare costs and the criticism from Health Secretary Robert F. Kennedy Jr. [1]

I’ve been covering UnitedHealth Group Incorporated ( UNH ) for a while now, and if you’ve followed my previous articles, you know I’ve been buying this stock myself. Today is one of those days when my portfolio definitelyI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always ai ...

Key Takeaways UNH beat Q4 EPS estimates as Optum Rx strength helped drive a 12% year-over-year revenue increase.UNH saw profits fall as elevated medical costs pushed the medical care ratio sharply higher year over year.UNH forecast 2026 EPS of at least $17.75 with improved margins, while revenue is expected to be below 2025.UnitedHealth Group Incorporated (UNH) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $2.11, which beat the Zacks Consensus Estimate of $2.09. However, the bottom line ...

Wall Street is flirting with a record on Tuesday, as stocks zigzag under the market’s surface following mixed profit reports from UnitedHealth, General Motors and other big companies.The S&P 500 rose 0.5% and could top its all-time high set a couple weeks ago, even though slightly more stocks fell within the index than rose. The Dow Jones Industrial Average was down 288 points, or 0.6%, as of 11:45 a.m. Eastern time, and the Nasdaq composite was 1% higher.UnitedHealth Group tumbled 19.1% despite reporting a ...

Warren Buffett's Berkshire Hathaway (NYSE:BRK)(NYSE:BRK) disclosed a new stake in UnitedHealth Group (NYSE:UNH) in August, but after an initial rally, the stock has since fallen, putting the position underwater.Buffett's Berkshire Bets on UNH StockA 13F filing from Berkshire Hathaway unveiled the purchase of 5,039,564 UNH shares by the conglomerate in the second quarter, a position that represented one of the largest new buys from the company, then led by Buffett.The purchase of UnitedHealth shares in the s ...

UnitedHealth Is Pummeling the Dow. The Rest of the Market Is Fine. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# UnitedHealth Is Pummeling the Dow. The Rest of the Market Is Fine.By [Paul R. La Monica]ShareResize---ReprintsIn this article ...

Key Points Health insurance company UnitedHealth Group missed on sales but met expectations for adjusted earnings this morning. GAAP earnings fell nearly 100% however, sparking a sell-off. 10 stocks we like better than UnitedHealth Group › Shares of health insurance giant UnitedHealth Group (NYSE: UNH) stock imploded this morning, falling 19% through 11 a.m. ET after reporting Q4 earnings. The weird thing is... UnitedHealth didn't miss earnings, or at least not at first glance. Analysts forecast U ...

We're back on Morning Trade Live. Let's focus on health insurers. United Health, Humanana, CVS, and Elevance are all moving lower this morning after the Trump administration proposed keeping Medicare Advantage rates relatively flat in 2027.You can see how much that is impacting these stocks right now down in double digits. We are seeing some heavy heavy selling pressure this morning despite the fact that actually we heard from United Health with respect to their earnings. But this story is not helping.So th ...

The health insurance sector saw a deep sell-off Tuesday morning, led by a plunge in UnitedHealth Group (UNH) shares, as the Trump administration proposed a lower-than-expected increase to 2027 Medicare Advantage plans. In a report published Monday night by the Centers for Medicare & Medicaid Services (CMS), the administration proposed that payment rates for Medicare Advantage plans (private insurance plans) will rise by just 0.09% in 2027. Analysts were expecting an increase of as much as 6%. UnitedHealt ...

Key Takeaways Boeing, UnitedHealth, GM and UPS Report EarningsConsumer Confidence Reports After the OpenTexas Instruments Reports This AfternoonTuesday, January 27th, 2026We have a big earnings morning to report. Rather than launch into any pithy pontification about the trajectory of the stock market, let’s allow the numbers to speak for themselves, shall we?Boeing (BA) posted a noisy Q4 report ahead of today’s open, with a big beat showing on the bottom line, but when subtracting the one-time item Digital ...