News

UNH is investing nearly $1.5B in AI to expand Optum Insight's software offerings, boost efficiency and unlock new growth opportunities.

TPG just bought into the exact Optum clinics that derailed UnitedHealth's profits, and management is hours away from reaffirming guidance that could either validate the deal or reopen a wound investors hoped was healing.

UnitedHealth Group Inc. has sold an interest in some of its Optum Health operations in Florida to private equity company TPG Inc. as the health conglomerate is working to recover from a collapse in profits last year.

Michael Burry, the Scion Asset Management founder made famous by The Big Short, has rotated hard into three names Wall Street left for dead. According to a portfolio breakdown circulating this week, his largest position is UNH calls at 18.88%, followed by REGN calls at 18.16% and LULU calls at 16.43%. Nine of ten disclosed […]

While short-term volatility may persist, many signs suggest UnitedHealth Group's turnaround remains in motion.

Insurers spent the summer telling Wall Street exactly which Medicare Advantage plans are disappearing on December 31. Enrolled members get a letter in October, a closing enrollment window in December, and a rare legal protection most will never realize they have.

UnitedHealth’s 37.1% return over the past six months has outpaced the S&P 500 by 25.4%, and its stock price has climbed to $400.22 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Less paperwork may improve access, but investors must watch whether faster approvals weaken medical-cost discipline.

UNH's 39% six-month rally reflects improving medical costs, stronger earnings estimates and a sharper focus on profitable businesses.

In recent months, UnitedHealth Group has reported better-than-expected earnings, raised its full-year adjusted EPS outlook, tightened medical cost trends, and moved to remove prior authorization requirements for a wide range of services while accelerating payments to rural hospitals. These steps suggest UnitedHealth Group is reshaping how it manages care delivery and insurer‑provider relationships, potentially reducing bureaucracy and improving member and clinician experience across its vast...

CVS Health has outperformed the broader market over the past year, while analysts remain highly bullish on its future prospects.

This recovery story is turning into a success story.

September's rate and oil pressures could drive sector rotation, favoring energy, financials and defensive healthcare over growth stocks.

UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.

UNH is showing signs of recovery as medical costs improve, Optum gains momentum and 2026 earnings guidance rises.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

The market has crowned this healthcare giant the winner of its group, but a look at the underlying business raises the question of whether the celebration started too soon.

Rising employer healthcare costs could boost Marsh's consulting demand and create growth avenues for UnitedHealth and Centene through cost-control solutions.

UnitedHealthcare, the insurance business of UnitedHealth Group Incorporated (NYSE:UNH), will remove prior authorization requirements for a broad range of healthcare services beginning October 1. The changes will cover areas including cardiology, genetic and laboratory testing, chiropractic care, physical, occupational and speech therapy, and orthopedic and musculoskeletal procedures. The changes will apply to commercial plans, Medicare […]

The healthcare giant serves millions of people worldwide; we take a look at its workforce, employee hubs, and layoffs in 2026.

While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors.

The insurer is cutting authorization friction while protecting medical-cost discipline across $112 billion of quarterly revenue.

HealthEquity's 15.7% three-month rally is backed by rising HSA scale, stronger margins and higher guidance, though key risks remain.

UnitedHealth Group has delivered a strong 31.8% share price gain over the past year, yet the broader valuation checks point to a mixed picture rather than a clear bargain or clear overvaluation. With the stock resetting after recent share price softness and fresh rating and regulatory headlines in 2026, investors are weighing how much of UnitedHealth Group's quality and resilience is already reflected in today's price. Over the past 12 months the stock is up 31.8%, which puts recent short...

CNC's 117% rally now has support from improving margins, firmer pricing and higher earnings expectations, while valuation remains below key peers.

The average brokerage recommendation (ABR) for UnitedHealth (UNH) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The energy shock is not going away, and it's only making things worse for the bond market, as well as the stock market, over the long term.

UnitedHealthcare will begin removing requirements October 1 across cardiology, laboratory testing, therapy and selected musculoskeletal services.

Investing.com -- Goldman Sachs updated its U.S. and European conviction lists for September, adding several new names as it refreshed its highest-conviction ideas heading into the autumn.

CNC's Marketplace recovery is boosting profitability as better pricing, medical cost trends and risk dynamics reshape its earnings outlook.