UNH Stock Recent News

UnitedHealth Group (UNH -5.10%), a leading diversified healthcare and insurance provider, reported results for the second quarter of fiscal 2025 on July 29, 2025. The most significant news was its earnings disappointment: adjusted earnings per share (non-GAAP) came in at $4.08, well below the $4.48 analyst consensus, while revenue (GAAP) was $111.6 billion -- slightly above the $111.5 billion projection.

UnitedHealth Group Incorporated's Q2 results show revenue growth but sharply lower earnings, with margins under pressure from higher medical costs and Medicare Advantage miscalculations. Management reinstated 2025 guidance but cut EPS forecasts in half, warning that recovery will be slow and margins will remain compressed for several years. Both UnitedHealthcare and Optum face significant headwinds, including regulatory risk, rising costs, and underperformance in value-based care and PBM businesses.

UnitedHealth's stock decline is overdone; DOJ investigation risk is likely manageable, with historical precedent suggesting a fine and agreement as the worst-case outcome. Medicaid margin pressures are temporary, with pricing power expected to return in 2026, restoring profitability for UnitedHealth and peers. Insider buying and a strong management track record reinforce my conviction in UnitedHealth's long-term compounding potential and resilience.

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling around 0.2% on Tuesday.

UNH misses Q2 earnings estimates as surging medical costs slash EPS 40%, despite revenue growth and Optum Rx strength.

Live Updates Live Coverage Updates appear automatically as they are published. Investment Shifts: Portfolio Sales Paused, AI and Optum Insight Prioritized (conference call) 10:31 am “We’ve halted portfolio divestitures to focus on maximizing internal performance first.” – Robert Hunter “We’re infusing AI into forecasting, patient engagement, and product development — especially at Optum Insight.” – Dhivya Suryadevara Rather than relying on M&A for growth, UNH is pivoting to AI-driven productivity and next-gen platform development. The Insight unit in particular is getting leadership focus and investment after being underprioritized. Management Process Overhaul Underway 10:22 am “We’ve returned to monthly performance reviews, deeper underwriting scrutiny, and real-time analytics.” – John Rex “We’re making performance reviews more intensive — not just financials, but stakeholder outcomes, operating levers, and trend detection.” – Dan Schumacher Thi

UnitedHealthcare's parent company, UnitedHealth Group, is in need of some bed rest this week. The company's stock price (NYSE: UNH) has been knocked off its feet again after the American insurance giant reported disappointing quarterly results and offered 2025 earnings guidance that was significantly below investor expectations.

Tech and financials are booming. Other sectors are struggling.

Aerospace giant Boeing Co (BA) reported impressive second-quarter results before the bell this morning, including narrower-than-expected losses of $1.24 per share on a revenue beat of $22.75 billion.

It's all down arrows on this morning's earnings movers. Sam Vadas talks about the "tariff exposed story" impacting Whirlpool (WHR) and UPS Inc. (UPS).