UnitedHealth's Misdiagnosis: Can Berkshire's Bet Spark a Recovery?

Key Takeaways UnitedHealth's cost ratio averaged 87.1% in 1H25 and may near 89.4% by year-end, eroding margins.EPS outlook was slashed to at least $16, with earnings growth unlikely before 2026.Berkshire's 5M-share purchase fueled buying, but UNH still trades 39.7% lower year to date.UnitedHealth Group Incorporated (UNH) remains under heavy pressure after severely underestimating medical cost trends, a misstep that has eroded margins and rattled investors. Management has admitted to the problem, with expens ...