Notícias

Consensus knocks a quarter off the health insurer's earnings multiple over two years, part of it measurement, and almost none of it from selling more coverage.

UnitedHealth Group's stronger six-month return, improving UnitedHealthcare and Optum results and attractive valuation make it the better buy.

SCHD just delivered a return most dividend investors spend a decade waiting for, and that success created a problem nobody predicted. Whether fresh money belongs in the fund right now depends on a tradeoff that long-term holders never had to face.

As UnitedHealth Group has outperformed relative to its industry peers over the past year, Wall Street analysts remain bullish about the stock’s prospects.

Its market-shock drawdowns have been ordinary in depth, and some of its longest waits back to the old high came after falls the index barely noticed.

What Tepper’s Exit Means For UnitedHealth Group Stock David Tepper’s decision to sell all his UnitedHealth Group (UNH) shares and lean further into artificial intelligence stocks has drawn fresh attention to how investors view this large US health care company today. Over the past year, UnitedHealth Group’s share price has moved around but still delivered a 17.43% year to date share price return, while the 1 year total shareholder return of 34.19% contrasts with a 3 year total shareholder...

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Meta Platforms (META), Paramount Skydance (PSKY) and other companies with close ties to President Do

The healthcare giant sent a fortune back to its owners, but the market yawned. Here’s the real accounting of what that cash bought, and what it didn't.

A powerful healthcare business model is facing fresh political pressure

CI's Smart Coverage links medical and supplemental benefits, offering up to $7,000 and automated claims for costly health events.

UnitedHealth Group Incorporated (NYSE:UNH) recently announced a major expansion of its child and family behavioral coaching program, extending access to 13 million commercial members. First launched in 2023, the program targets low-severity needs like mild anxiety, ADHD, and sleep issues through virtual sessions and 24/7 support. The move adds 5 million individuals at no cost […]

UnitedHealth still looks like a compelling long-term investment.

Its growth profile stands well above major sector peers.

Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here. Bretton Fund returned 10.67% in the second quarter compared to a 15.20% return for the S&P 500 Index. Increased spending on AI data centers has hurt overall performance relative to the broader market. Despite […]

UNH outpaces ELV with stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile.

UnitedHealth, The Cigna, Humana, Centene and Molina have been highlighted in this Industry Outlook article.

Medicare's improvement is real but not a turn in cost trend, while commercial costs keep running higher and the margin fix there has slipped again.

An aging U.S. population, digital transformation, a diversified membership mix and strategic M&A are likely to drive the performance of the Zacks Medical-HMO industry players. UNH, CI, HUM, CNC and MOH are poised to benefit from favorable industry prospects.

UnitedHealth Group (NYSE:UNH) is facing IRS scrutiny over how it priced transactions with a foreign subsidiary, with the agency proposing sizable tax adjustments across multiple years. The IRS move focuses on transfer pricing and could significantly raise UnitedHealth Group's taxable income if the proposed changes are ultimately applied. UnitedHealth has said it plans to contest the proposed adjustments, keeping the timing and final financial impact uncertain for now. Regulators paying...

The healthcare giant is wrestling with costs in one part of its business, and the stock's recent dip has investors wondering if this is the moment to step in.

Mark Cuban says AI will never replace radiologists, and his reasoning has nothing to do with capability. The real disruption, he argues, targets a different layer of medicine entirely, one worth hundreds of billions in enterprise value at some of the biggest names in healthcare.

UNH is prioritizing Medicare Advantage profitability over membership growth, using tighter benefits, pricing and cost controls to improve margins.

JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold them.

Since taking over as CEO, Greg Abel has made some big portfolio moves, but there's one longtime Buffett holding even he won't touch.

Aon expects U.S. employer health-care costs to rise 9.5% in 2027, intensifying pressure on benefits budgets and demand for cost-management services.

MCY, ASMB, ONTO, BSET and UNH have been added to the Zacks Rank #1 (Strong Buy) List on August 21st, 2026.

MCY, SMCI and UNH made it to the Zacks Rank #1 (Strong Buy) value stocks list on August 21st, 2026.

BSET, UNH and CCS made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 21st, 2026.

HUM's Star Ratings recovery is set to show early progress, but October's CMS release will test its MA turnaround and path to a 2028 margin target.