UnitedHealth Stock News

UnitedHealth Group remains a buy, supported by recent super-investor accumulation and their holding price. Super-investors, including Berkshire Hathaway and Michael Burry, currently hold UNH shares at $323, or 19.8x FWD P/E. Given the business updates provided in the company's Q3 ER, my risk calculus shows a very skewed risk/return profile at this holding P/E.

UnitedHealth's Q3 earnings surpassed expectations, breaking a missing streak and signaling a potential operational turnaround under new leadership. UNH's new management, led by returning CEO Stephen Hemsley, is focusing on profitability, cost control, and margin improvement through operational turnaround. Despite anticipated Medicare Advantage membership contraction, strategic repricing and AI ...

Management is looking forward to 2026, when its margins are expected to start improving again.

Palantir has seen its valuation soar as investors remain optimistic about the future of AI. Investors may want to start diversifying toward more value stocks amid soaring tech stock valuations.

United Health (UNH) has rebounded from its lows but remains well below previous highs, attracting value investors seeking mean reversion. Q3 earnings beat expectations modestly, with adjusted EPS and revenue up, but growth is driven by higher premiums, not organic expansion. Net margins have declined, and medical cost ratios remain high, raising concerns about sustainable profitability despite ...

When ultra-rich investors start coalescing into the same names or put an unusually large amount of money into a single stock, that should raise more interest.

UnitedHealth Group delivered better-than-expected Q3 results, beating earnings estimates and raising guidance. UNH faces ongoing profitability pressures from elevated medical utilization and regulatory headwinds, with management targeting margin improvements and operational recovery by 2026-2027. The company is prioritizing deleveraging over buybacks and M&A and is sacrificing Medicare Advantag...

UnitedHealth and CVS are pruning their Medicare Advantage businesses to favor profit over size