UnitedHealth Group Incorporated (UNH), headquartered in Minnetonka, Minnesota, owns and manages organized health systems. With a market cap of $255.8 billion, the company provides employers products and resources to plan and administer employee benefit programs serving customers worldwide. Companies worth $200 billion or more are generally described as “mega-cap stocks,” and UNH definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and ...

Molina Healthcare MOH analysishttps://t.co/zKuUiU8bhp https://t.co/e88ZsgVJ5g ...

Core Insights - Centene Corporation (CNC) is expected to report a fourth-quarter 2025 loss of $1.25 per share on revenues of $48.24 billion, indicating a significant year-over-year earnings decline of 256.3% despite revenue growth of 18.2% [1][2] Financial Performance - The Zacks Consensus Estimate for Centene's total revenues in 2025 is $192.12 billion, reflecting a year-over-year increase of 17.8%, while the EPS estimate for 2025 is $2.01, indicating a 72% decrease year-over-year [3] - Centene has beaten earnings estimates in three of the last four quarters, with an average surprise of 75.2% [3] Earnings Predictions - The current model does not predict an earnings beat for Centene, as it has an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [4] Membership and Premiums - Centene's premiums are projected to rise by 22.5% year-over-year, driven by gains in commercial membership, although total membership is expected to decline by 2.4% [7][9] - The Zacks Consensus Estimate indicates a 29.7% year-over-year increase in total commercial memberships and a 15.6% growth in Medicare PDP memberships [8] Cost and Margin Pressures - The total health benefits ratio is estimated to be 93.7%, up from 89.6% in the previous year, indicating increased medical costs that are expected to pressure earnings [10] Industry Comparisons - UnitedHealth Group reported a fourth-quarter adjusted EPS of $2.11, beating estimates but showing a 69% year-over-year decline due to elevated medical costs [11] - Elevance Health reported an adjusted EPS of $3.33, surpassing estimates and showing a 3.1% year-over-year increase, although it faced challenges from declining overall medical membership [12]

Core Insights - Molina Healthcare, Inc. (MOH) is scheduled to report its fourth-quarter 2025 results on February 5, 2026, with earnings estimated at 43 cents per share and revenues at $10.8 billion [1][7]. Financial Performance - The fourth-quarter earnings estimate has remained stable over the past 60 days, indicating a year-over-year decrease of 91.5%, while revenues are projected to grow by 2.9% year over year [2]. - For the full year 2025, the revenue estimate stands at $44.89 billion, reflecting a 10.4% increase year over year, but the earnings per share estimate is $13.99, showing a decline of 38.23% year over year [3]. Membership and Premiums - Molina Healthcare expects to gain Medicare membership, while Medicaid membership is projected to decline by 6.4% year over year [7]. - The Zacks Consensus Estimate for premiums indicates a growth of 2.4% year over year in the fourth quarter, with Medicare premiums estimated at $1.4 billion, up 4.9% year over year [10]. Medical Care Ratio (MCR) and Costs - The consensus mark for the medical care ratio (MCR) in the marketplace is pegged at 94.8%, up from 83.3% a year ago, and the total MCR is expected to be around 93%, up from 90.2% [12]. - Rising costs and lower investment income contribute to uncertainty regarding earnings performance, with a projected 9.8% decline in investment income and a 6.1% increase in total operating expenses due to higher medical care costs and general administrative expenses [13]. Industry Context - Major peers such as UnitedHealth Group and Elevance Health have reported their fourth-quarter results, with UnitedHealth showing a 12% year-over-year revenue increase to $113.2 billion despite a 69% decline in adjusted earnings per share due to elevated medical costs [15]. - Elevance Health reported adjusted EPS of $3.33, surpassing estimates by 7.3%, driven by strong premium growth, although overall medical membership declined [16]. - The Cigna Group is projected to have an 18.5% year-over-year increase in earnings for the fourth quarter, with a 6.5% growth in revenues [17].

UnitedHealth Takes $1.6 Billion Hit To Earnings Amid Restructuring https://t.co/0fpaotgtIz ...

UnitedHealth Group reported fourth-quarter results and issued 2026 earnings guidance that were in line with lowered Wall Street expectations, as the company said it was making progress on its financial turnaround https://t.co/012vSwo896 ...

UnitedHealth is forecasting its first revenue decline in more than 30 years. Now its peers are sliding too, after the Trump administration proposed to keep private Medicare payments flat. Bloomberg’s Ike Swetlitz joined Bloomberg Open Interest to talk about what it means for insurers—and patients. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.b ...

RT Watcher.Guru (@WatcherGuru)Last month, Rep. Kevin Hern sold up to $500,000 worth of UnitedHealth stock.Today, the Trump administration proposed flat Medicare reimbursement rates for insurers, causing $UNH to crash over 10%.Hern is a member of the House Subcommittee on Health. https://t.co/fZBPjriGkR ...

RT Watcher.Guru (@WatcherGuru)Last month, Rep. Kevin Hern sold up to $500,000 worth of UnitedHealth stock.Today, the Trump administration proposed flat Medicare reimbursement rates for insurers, causing $UNH to crash over 10%.Hern is a member of the House Subcommittee on Health. https://t.co/fZBPjriGkR ...

Last month, Rep. Kevin Hern sold up to $500,000 worth of UnitedHealth stock.Today, the Trump administration proposed flat Medicare reimbursement rates for insurers, causing $UNH to crash over 10%.Hern is a member of the House Subcommittee on Health. https://t.co/fZBPjriGkR ...