Key Takeaways UNH shares rose 4% post mixed Q4 results, with EPS beating estimates and revenues missing expectations.UnitedHealth expects a 2026 medical care ratio near 88.8%, reflecting improved cost control versus last year.UnitedHealth projects a 21% cut in 2026 Medicaid membership, raising margin concerns. Shares of UnitedHealth Group Incorporated (UNH) rose 4% during the last trading session at the bourses, following its mixed fourth-quarter 2025 results on Jan. 27, 2026. Higher-than-expected operating ...

How many stunners can the investors of UnitedHealth Group Incorporated ( UNH ) really manage? A post-earnings decline that saw investors fleeing for the exit was met with some much-needed respite on Wednesday's session, as the stock recoveredJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities suppor ...

“I was a little more cautious. I wasn’t trying to be out skiing or doing anything dangerous. I was conscious even in the gym,” Bello says. Still, he describes his choice as liberating. “I really felt empowered just knowing all of a sudden, my monthly and quarterly outlay for my medication and health care just got cheaper immediately.”Although Bello was only given 10 days of coverage after the layoff, it wasn’t an impulsive choice. The 33-year-old performed a cost–benefit analysis, weighing the price of insu ...

Tuesday's sell-off in UnitedHealth Group's stock was arguably overdone.UnitedHealth Group (UNH +3.99%) announced its 2025 full-year and fourth-quarter results on Tuesday, Jan. 27, 2026. Despite reporting better-than-expected earnings, UnitedHealth's stock plummeted 20%.With this latest decline, UnitedHealth Group's share price is now down more than 50% from its late 2024 peak. Should you buy the healthcare stock after its steep sell-off? NYSE : UNHUnitedHealth GroupToday's Change( 3.99 %) $ 11.28Current Pri ...

Investment Philosophy - The investment approach of Van Geelen is inspired by George Soros's concept of reflexivity, emphasizing that narratives drive capital movements and can change reality [2] - Van Geelen's firm, Citrini Research, focuses on identifying stories that will influence capital flows before the market recognizes them [3][4] Performance and Strategy - Van Geelen's portfolio has increased by over 200% since May 2023, with successful trades including cheap Secured Overnight Financing Rate (SOFR) call options that yielded a 46x return [6] - He published a memo on Venezuelan sovereign bonds, predicting regime change, which materialized shortly after [7] Investment Opportunities 1. **Molina Healthcare** - Molina Healthcare operates with the lowest expense ratio in Medicaid, around 7%, and is positioned to benefit from potential margin recovery due to political gridlock [10][11] - The stock has declined by 40% over the past year, but Van Geelen projects significant earnings per share (EPS) growth based on expected margin improvements [12][14] 2. **WPP** - WPP is currently undervalued, trading at 0.2 times sales, as the market anticipates its extinction due to AI advancements [16] - The company has the potential to reduce its workforce significantly while maintaining revenue, indicating a turnaround opportunity [17] 3. **Choice Hotels** - With the upcoming 2026 World Cup in the U.S., Choice Hotels is expected to benefit from increased demand for budget accommodations [18][20] - The investment thesis is based on the certainty of millions of soccer fans needing hotel rooms, making it a straightforward opportunity [19] 4. **Tax-refund Beneficiaries** - Tax refunds for Americans in early 2026 are projected to be 30% to 50% larger than normal due to changes in the tax code, benefiting middle-income households [21][22] - Companies like Somnigroup International, Whirlpool, and Lithia Motors are positioned to capitalize on increased consumer spending from these refunds [23] Market Insights - Van Geelen emphasizes the importance of recognizing current realities rather than attempting to predict future events, highlighting that the World Cup and tax code changes are already established facts [24]

Following Tuesday's sharp 20% drop, Cantor Fitzgerald analysts labeled the decline in UnitedHealth Group, Inc. (NYSE:UNH) shares as a buying opportunity. UnitedHealth stock plummeted following a disappointing 2027 Medicare Advantage Advance Notice and a fourth quarter earnings report that met profit expectations, but signaled a rare revenue decline for the coming year.UNH stock is moving. See the chart and price action here. Why Cantor Remains BullishDespite the heavy selling, Cantor maintained its Overweig ...

Following the dip, UNH looks inexpensive relative to its history and peers. It trades at about 22.8× forward earnings and only 0.69× forward sales. Both multiples sit well below sector medians and below UNH’s own five‑year averages, suggesting shares are “in bargain territory” in many analysts’ view.Through late January 2026, UNH shares have declined roughly a third from January 2025 levels. This underperformance came with several shocks: an unprecedented earnings miss in the past two quarters and a CEO suc ...

Elevance Health Earnings Add to Medicare Pain. Why The Stock Is Rising Anyway. - 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.# Elevance Health Earnings Add to Medicare Pain. Why The Stock Is Rising Anyway.By [Mackenzie Tatananni]and [Alex K ...

Shares of UnitedHealth Group (NYSE: UNH) stock crashed nearly 20% yesterday after reporting a tiny sales miss in its Q4 earnings report -- and a gigantic disappointment on profits. Although UnitedHealth's non-GAAP earnings hit analyst targets, when calculated under generally accepted accounting principles, UnitedHealth's GAAP earnings for Q4 2025 basically vanished -- down nearly 100% year over year at just $0.01 per share. But here's the good news: Where to invest $1,000 right now? Our analyst team just ...

Core Insights - UnitedHealth Group's significant stock decline led to a 409-point drop in the Dow Jones Industrial Average, marking a 0.8% decrease [1] - The decline was primarily attributed to a proposal from the Trump administration to maintain flat Medicare rates for the upcoming year, which surprised the industry and investors [1] - UnitedHealth is projected to experience its first annual revenue decline in over 30 years by 2026, indicating ongoing struggles to regain investor confidence [2] Impact on the Dow Jones - UnitedHealth's stock price drop of 68.94 points, or 19.6%, had a substantial impact, translating to a 424.44-point decline in the Dow due to its price-weighted nature [3] - The remaining 29 stocks in the Dow collectively contributed only a minor increase of 15 points, with the top six gainers adding 168.8 points [3] - Other major stocks, including Apple, Nvidia, Amazon.com, and Chevron, collectively fell by 153.3 points, further illustrating the negative impact of UnitedHealth's decline [4] Market Outlook - There is a possibility of a slight rebound for UnitedHealth and Humana on January 28, with the Nasdaq-100 Index and S&P 500 expected to open slightly higher [5] - The financial news on January 28 is anticipated to be busy, including the Federal Reserve's interest rate decision and earnings reports from major companies like Microsoft, Meta, Tesla, and IBM [7]