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]

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 ...