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UnitedHealth (UNH) shares have plummeted to the downside in a strong downtrend thus far in 2025. Tom White looks at the healthcare company and discusses its weight on the Dow Jones Industrial Avg.
Health insurers UNH and MOH have been hit hard by rising medical costs, regulatory pressures, and negative earnings surprises, but may offer value opportunities. UNH has the benefits of scale and diversification, but DOJ probes and leadership changes are overhangs. MOH is less exposed to problem areas like pharmacy inflation and behavioral health, but negative cash flow is a concern; it could be the best value for a rebound trade.
Health insurer UnitedHealth said on Thursday it has appointed Wayne DeVeydt as its chief financial officer, effective September 2.
--(BUSINESS WIRE)--UNH Announces Changes to Leadership Team.
UnitedHealth Group Incorporated faces ongoing structural headwinds, poor execution, and a dramatic EPS reset, making a quick recovery highly unlikely. Management's guidance lacks confidence, with 2025 adjusted EPS slashed to $16, down substantially from its original outlook. While management has postured for further improvements through 2027, investors aren't buying into UNH's optimism yet.
Dow slips as UnitedHealth weighs, while Microsoft hits $4T value and fuels Nasdaq gains. Traders eye Apple and Amazon earnings later today.
UNH's Q2 FY2025 results significantly missed EPS expectations due to higher medical costs, and its updated FY2025 guidance came in largely below consensus. Higher MA cost trends continue to pressure margins in 2H 2025, and management now expects 2026 costs to rise further after miscalculation. Adjusted EPS is expected to decline 66% YoY in 2H FY2025, with FY2025 guidance at least $16 per share, implying a 42% YoY drop.
An old country song morbidly titled "Gloom, Despair, and Agony on Me" included the lyrics, "If it weren't for bad luck, I'd have no luck at all." This might be an apt motto for UnitedHealth Group (UNH 2.07%) these days.
On July 16, I wrote an article on UnitedHealth, rating it a buy (albeit a low-conviction buy with many risk factors). Yesterday, the company put out an earnings release that was worse than I anticipated. Despite strong revenue growth, profitability was impacted by rising healthcare costs.
As a newish investor, I used to get my head turned all the time by the next exciting growth stock. Growth stocks can be great, and more than a few of them have helped my portfolio grow well.