Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In UnitedHealth (UNH) To Contact Him Directly To Discuss Their Options If you are a long-term stockholder in UnitedHealth between March 14, 2022, and February 27, 2024 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Oct. 08, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a natio ...

LRT Capital Management, an investment management company, released its “LRT Global Opportunities Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy returned -8.00% (net), and the YTD return was -0.17%. It was a challenging month for the strategy, as the marke ...

UnitedHealth Group Incorporated (NYSE:UNH) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On September 26, Bernstein reaffirmed its Buy rating to UnitedHealth Group Incorporated (NYSE:UNH), keeping the price target at $379. Lance Wilkes from Bernstein kept a Buy rating on UNH as the company remains a strong pick amid a sector recovery. Wilkes sees strong short-term potential in UnitedHealth, considering the stability and earnings upside. The analyst remains positive on the r ...

Key Takeaways UNH's diversified services provide stability, protecting revenues from market volatility.UNH's 3.3% net margin outperforms Molina's 2.6%, showing superior profitability and resilience.Scale, cash conversion and commercial footprint position UNH for a stronger comeback.The U.S. healthcare sector is navigating a turbulent landscape, shaped by rising medical costs, regulatory scrutiny and evolving patient behavior. Health insurers are under pressure as increasing utilization and reimbursement cha ...

Bretton Capital Management, an investment management company, released the “Bretton Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 2.70% compared to 10.94% for the S&P 500 Index. The firm’s focus on fundamentals rather than market sentiment left the fund behind the market rally driven by the president's backing down from extreme tariff threats. The fund’s underperformers, like Berkshire Hathaway and AutoZone, declined not due to operational issues ...

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The second quarter of 2025 endured significant government policy changes and geopolitical events, which resulted in volatility yet ended with robust performance for equity markets. The Fund’s Institutional Class shares posted an absolute positive return of 11.24% in the quarter, but underperformed the benchma ...

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the 13 Best Consistent Dividend Stocks to Buy Now [1] - The stock has experienced a decline of over 30% since the beginning of 2025, but saw a significant increase of nearly 30% in August [2] - UnitedHealth is the leading health insurer in the US, with a strong competitive edge due to its integrated operations in insurance and healthcare services [3] Group 2 - The company has shown consistent growth in both revenue and net income, despite facing challenges earlier in the year [4] - UnitedHealth has raised its dividends for 14 consecutive years, currently offering a quarterly dividend of $2.21 per share and a dividend yield of 2.51% as of September 12 [5]

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the 11 Best Roth IRA Stocks to invest in currently [1] - Bernstein has raised its price target for UnitedHealth Group from $337 to $379, maintaining an 'Outperform' rating, indicating confidence in the company's performance amid sector recovery [2] - The investment firm views UnitedHealth as a strong short-term investment due to its stability and earnings potential, while also recognizing its long-term value with strong earnings growth prospects [3] Group 2 - UnitedHealth Group operates through its UnitedHealthcare and Optum segments, providing insurance benefits, pharmacy services, and data-driven care solutions, reinforcing its position as a leading global healthcare company [4]

Group 1 - Hedge fund manager Michael Burry has made a significant investment in UnitedHealth Group, which has seen its stock price drop nearly 50% over the past year, making it his largest position in the portfolio [3][5] - Burry purchased 20,000 shares and call options on 350,000 more, indicating a strong bullish stance on the company [5][6] - UnitedHealth Group is the largest health insurer in the U.S., operating both UnitedHealthcare and Optum, and has a strong market position despite recent challenges [7][11] Group 2 - The company has faced difficulties this year, including a U.S. Department of Justice investigation into its Medicare business and rising healthcare costs, which have impacted earnings [9][12] - In the second quarter, UnitedHealth reported adjusted earnings per share of $4.08, missing analysts' expectations of $4.48, and anticipates continued pressure on earnings [9][12] - UnitedHealth is taking steps to address its challenges, such as exiting unmanageable plans, raising premiums, and utilizing artificial intelligence to improve efficiency, with expectations of reducing costs by $1 billion for Optum next year [12][16] Group 3 - Currently, UnitedHealth is trading at 13 times trailing-12-month earnings, near its lowest valuation in about a decade, suggesting it may be undervalued [15][17] - Despite recent earnings reports not being favorable, the company's leadership has identified issues and outlined plans for recovery, predicting a return to earnings growth next year [16][17]

Core Insights - UnitedHealth Group Incorporated (UNH) and Elevance Health, Inc. (ELV) are facing significant challenges due to rising medical costs, regulatory pressures, and declining investor confidence, leading to substantial stock declines in 2025 [1][22] - UNH's stock has decreased by 40.7% year-to-date, while ELV has seen a 16% decline, against a broader industry slump of 31.6% [2][22] Group 1: Company Comparisons - UnitedHealth has a market capitalization of $275.5 billion, significantly larger than Elevance's $70.3 billion, and a stronger debt-to-EBITDA ratio of 2.03 compared to Elevance's 2.47 [5][22] - UNH's operational model includes vertical integration through UnitedHealthcare and Optum, allowing for better cost control and negotiation power [6][22] - Despite recent pressures, UNH has maintained robust cash flow, enabling continued investment in growth, although it has lowered its outlook after missing estimates [7][22] Group 2: Financial Performance - Elevance achieved a 15.5% growth in premiums in the first half of 2025, surpassing UNH's 12.6% growth [12][22] - Elevance's benefit expense ratio increased to 88.9% in Q2 2025, indicating a significant portion of premium revenue is directed towards claims rather than profitability, with expectations to reach 90% for the full year [13][22] - UNH's medical care ratio rose to 89.4% in Q2 2025, suggesting stronger profitability compared to Elevance [14][22] Group 3: Shareholder Returns and Valuation - Elevance returned over $2 billion to shareholders in the first half of 2025, while UNH returned $9.5 billion, with UNH's dividend yield at 2.95% compared to Elevance's 2.21% [15][22] - Investors are willing to pay a premium for UNH, reflected in its forward P/E ratio of 17.23X versus Elevance's 9.72X [21][22] Group 4: Future Outlook - Both companies are facing unfavorable earnings estimates for 2025 due to rising costs, with UNH's EPS expected to decline by 40.1% year-over-year, while Elevance's is projected to decline by 8.8% [17][20][22] - The acquisition of Amedisys by UNH is expected to enhance its integrated care model and reduce medical costs by minimizing hospitalizations [9][22] - Elevance's Carelon platform is driving growth through digital and AI-enabled solutions, although it still lags behind UNH in profitability and capital efficiency [11][16][22]