Shares of UnitedHealth Group (NYSE: UNH) have been falling rapidly after the company reported its latest earnings numbers. This is even after an already tough year in 2025, when the health insurance giant lost 35% of its value. The market has been especially bearish on the stock due to concerns about lower-than-expected increases in Medicare Advantage rates. Is this an overreaction, and has UnitedHealth Group stock become an incredibly cheap buy, or is it in danger of going even lower? Where to invest $1, ...

Core Viewpoint - Berkshire Hathaway has two strong investment opportunities in DaVita and Kraft Heinz, while UnitedHealthcare Group is currently not recommended for investment. Group 1: DaVita (DVA) - DaVita has been a long-term investment for Berkshire Hathaway since 2011 and is showing signs of recovery after beating quarterly expectations and providing optimistic 2026 earnings guidance [5][7]. - The current stock price of DaVita is $140.71, with a market cap of $9.9 billion and a gross margin of 27% [6][7]. - DaVita's earnings per share for the year are expected to be between $13.60 and $15, suggesting it is trading at a low multiple of around 9 times forward earnings, compared to its historical range of 13 to 14 times [8]. Group 2: Kraft Heinz (KHC) - Berkshire Hathaway holds a 27% stake in Kraft Heinz, valued at approximately $7.5 billion, but has faced significant losses on this investment and may consider selling part of its stake [9][10]. - Kraft Heinz is currently trading at about 9 times forward earnings, which is a discount compared to its peers, presenting a potential opportunity for new investors [11]. - The company plans to split into two entities to unlock value, similar to Kellogg's successful separation in 2023, which could enhance shareholder value [12]. Group 3: UnitedHealthcare Group (UNH) - Berkshire Hathaway purchased 5 million shares of UnitedHealthcare Group, but the stock has faced challenges due to lower-than-expected Medicare Advantage payment increases, leading to a drop in stock price from $350 to around $280 [13][14]. - UnitedHealthcare currently trades at 16 times forward earnings, which is a premium compared to peers, indicating potential for further multiple compression as the company's growth narrative is under pressure [15].

来源：市场资讯 （来源：科创100ETF基金） 道琼斯工业平均指数首次突破50,000点大关，成分股中英伟达涨超7%，卡特彼勒涨超6%，高盛、摩根 大通涨超4%，迪斯尼、IBM涨超3%，联合健康、沃尔玛、思科涨超2%。 ...

Key Takeaways UNH posted Q4 EPS of $2.11 above estimates, but revenue missed and earnings plunged 69% year over year.UnitedHealth's MCR jumped to 91.5% as utilization rose, pricing worsened, and Medicare funding fell.UNH guided 2026 EPS of at least $17.75, but Medicare Advantage rate pressure and probes keep sentiment weak.UnitedHealth Group Incorporated (UNH) has endured a bruising market reaction following its fourth-quarter 2025 earnings release, with the stock plunging 21.5% since then. The sharp declin ...

Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and mitigate significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - Members have reportedly achieved better performance than the S&P 500 while avoiding substantial drawdowns in both equity and bond markets [1]

If you're investing in a dividend stock, it's important to track its performance to see if there are any warning signs that might affect its ability to pay its current rate of dividends in the future. It's those early signs that can save you from a huge disappointment later on. One stock investors have been worried about these days is UnitedHealth Group (NYSE: UNH). While it's a top health insurer in the country, rising medical costs have been weighing on its financials, and the stock price has been declin ...

It has been an unfortunate past few years for one of the country's largest healthcare companies, UnitedHealth Group (NYSE: UNH). There has been no shortage of bad PR, a changing business landscape, and stock price struggles. In the past 12 months, UnitedHealth's stock is down over 46% (as of market close on Jan. 30). Unfortunately, when it rains, it pours, and there could be more bad news heading UnitedHealth's way regarding Medicare. The Centers for Medicare & Medicaid Services (CMS) proposed increasing ...

I wrote a bullish article about UnitedHealth Group Incorporated ( UNH ) in July 2025 because the stock had dropped below $300, and I believed it was a solid long-term buying opportunity. At that time, this stock traded forLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1A ...

UNH Stock: How UnitedHealth's Comeback Ran Aground - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# How UnitedHealth's Comeback Ran AgroundBy [Catherine Dunn]ShareResize---ReprintsIn this article[UNH][CVS][HUM]Stephen Hemsley, CEO of UnitedH ...

UnitedHealth Group Inc. (NYSE:UNH), CVS Health Corp. (NYSE:CVS), and Humana Inc. (NYSE:HUM) declined last week, but while investors focused on the Donald Trump administration’s proposed near-zero increase in Medicare Advantage, another major regulatory threat emerged late Thursday that could squeeze the industry’s profits from the other end. Shining A Light On ‘Ghost’ Billions The U.S. Department of Labor (DOL), on Jan. 29, issued a landmark proposed regulation demanding “radical transparency” from Pharma ...