UnitedHealth: Riding On Value-Based Care Through Optum [Seeking Alpha]
UnitedHealth Group Incorporated (DE) (UNH)
Last unitedhealth group incorporated (de) earnings: 4/15 05:55 am
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US:NYSE Investor Relations:
unitedhealthgroup.com/investors.aspx
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Source: Seeking Alpha
UNH delivered 12% YoY revenue growth to $447.6B in FY2025, with value-based care contributing over half of total revenues. Despite headwinds like subsidy expirations and budget cuts, UNH's cost containment and AI-driven efficiencies are expected to improve margins and support EPS growth. While net income declined due to industry-wide medical cost pressures, UNH's market dominance and premium valuation are justified by its scale and resilience. LeoWolfert/iStock via Getty Images Introduction and Investment Thesis I still believe that UnitedHealth Group Incorporated (NYSE: UNH ) remains a buy driven by the company's push to focus on value-based care rooted in primary care that focuses on outcomes rather than fee-for-service volume. Last year (2025), the This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of UNH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my ow
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UNH
News
- Luigi Mangione speaks out in protest as judge sets state murder trial for June 8 [Los Angeles Times (CA)]Los Angeles Times
- UnitedHealth Group (UNH) Valuation Check After Steep Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- Understanding corporate leaders' muted Minnesota response: the example of Disney, Florida and conservative retaliation [Fortune]Fortune
- UnitedHealth Group (NYSE:UNH) had its price target lowered by analysts at Mizuho from $430.00 to $350.00. They now have an "outperform" rating on the stock.MarketBeat
- UnitedHealth Group FQ4 Earnings: Why Top Analysts Ask About Its Margin [Seeking Alpha]Seeking Alpha
UNH
Earnings
- 1/27/26 - Beat
UNH
Sec Filings
- 1/27/26 - Form 8-K
- 1/12/26 - Form 8-K
- 1/6/26 - Form 4
- UNH's page on the SEC website