UNH Stock Recent News

The stock market sold off this week, with Nvidia AI chip export curbs, UnitedHealth guidance and Fed chief Jerome Powell's comments in focus.

UnitedHealth Group Incorporated is down 20% after a Q1 earnings miss and lowered guidance, presenting a rare buying opportunity for a quality stock. Despite short-term challenges, UNH remains a defensive leader with resilient revenue streams, making it a strong buy during economic downturns. UNH's combination of stable insurance revenue and high-growth potential from Optum, along with a favorable valuation, underscores its long-term investment appeal.

UnitedHealth Group Incorporated (NYSE:UNH ) Q1 2025 Results Conference Call April 17, 2025 8:45 AM ET Company Participants Andrew Witty - Chief Executive Officer John Rex - Chief Financial Officer Tim Noel - Chief Executive Officer, UnitedHealthcare Medicare & Retirement Amar Desai - Chief Executive Officer, Optum Health Heather Cianfrocco - Chief Executive Officer, Optum Patrick Conway - Chief Executive Officer, Optum Rx Krista Nelson - Chief Executive Officer, Community & State Bobby Hunter - President, Medicare Conference Call Participants Justin Lake - Wolfe Research Josh Raskin - Nephron Research A.J. Rice - UBS Lisa Gill - JPMorgan Stephen Baxter - Wells Fargo Erin Wright - Morgan Stanley Andrew Mok - Barclays Dave Windley - Jefferies Ben Hendrix - RBC Capital Markets Lance Wilkes - Bernstein Sarah James - Cantor Fitzgerald Jessica Tassan - Piper Sandler Operator Good morning, and welcome to the UnitedHealth Group First Quarter 2025 Earnings Conference Call.

This morning, it's the blue-chip Dow Jones Index's turn to bring a disappointing performance. After yesterday's trade tariffs hit a snag with semiconductors to China sent the tech-heavy Nasdaq on a steeper decline, this morning's Q1 earnings miss from Dow component UnitedHealthcare is helping send that index -600 points at this hour.

UnitedHealth weighed on the Dow, plummeting 17% after lowering its annual profit forecast on expectations of high medical costs for the rest of the year.

Health insurance stocks are calling in sick today.

There have been instances in which saying that a major stock fell off a cliff, as when describing the fortunes of UnitedHealth (NYSE: UNH) in the Thursday pre-market, and immediately after the morning bell.

Although the revenue and EPS for UnitedHealth (UNH) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

UnitedHealth Group's stock sank after the company slashed its annual profit forecast, citing higher-than-expected medical costs in its privately run Medicare plans.  Those bleak results from a healthcare giant seen as the insurance industry's bellwether could potentially be a warning sign for other companies with so-called Medicare Advantage plans, according to some Wall Street analysts.

CNBC's Bertha Coombs joins 'Squawk on the Street' to discuss what's driving UnitedHealth's declines.