Key Takeaways UNH's diversified services provide stability, protecting revenues from market volatility.UNH's 3.3% net margin outperforms Molina's 2.6%, showing superior profitability and resilience.Scale, cash conversion and commercial footprint position UNH for a stronger comeback.The U.S. healthcare sector is navigating a turbulent landscape, shaped by rising medical costs, regulatory scrutiny and evolving patient behavior. Health insurers are under pressure as increasing utilization and reimbursement cha ...

CANADA - 2025/04/06: In this photo illustration, the UnitedHealth Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesUnitedHealth Group stock (NYSE: UNH) is up 16% this month, driven by several positive factors. Last month, Warren Buffett disclosed a $1.6 billion stake in the company. This month, UNH also announced it is on track to meet its Medicare Advantage enrollment targets. These cat ...

Bretton Capital Management, an investment management company, released the “Bretton Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 2.70% compared to 10.94% for the S&P 500 Index. The firm’s focus on fundamentals rather than market sentiment left the fund behind the market rally driven by the president's backing down from extreme tariff threats. The fund’s underperformers, like Berkshire Hathaway and AutoZone, declined not due to operational issues ...

PGIM, an investment management company, released its “PGIM Jennison Health Sciences Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equities in the second quarter of 2025 experienced significant volatility, as the steep sell-off that initiated at the beginning of the quarter ultimately led to a strong recovery. The S&P 1500 Health Care Index declined 6.9% in the second quarter, underperforming the S&P 500’s 10.9% return. Health care providers & services, life science ...

HOUSTON, Sept. 25, 2025 (GLOBE NEWSWIRE) -- CNSide Diagnostics, LLC, a wholly-owned subsidiary of Plus Therapeutics, Inc. (Nasdaq: PSTV) (“Plus” or the “Company”), announced today that it has signed a national agreement with UnitedHealthcare Insurance Company (NYSE: UNH), effective September 15, 2025, covering over 51 million people throughout the United States, to provide the CNSide® Cerebrospinal Fluid Tumor Cell Enumeration laboratory developed test (LDT). The CNSide® CSF Assay Platform supports rapid di ...

联合健康保险数字购物平台 - 联合健康保险公司推出数字购物体验UHC Store 使会员能够直接购买健康和保健产品[1] - 新平台在UnitedHealthcare应用程序和myuhccom上提供高达15%的折扣 涵盖减肥计划、骨科管理应用程序和女性健康资源等产品[2] - 目前向600万符合条件的会员开放 目标在年底前扩展到1800万会员[2] 公司战略与客户体验 - 公司通过开发UHC Store等解决方案推动医疗系统积极变革 旨在全年补充会员健康福利并改善体验[3] - 患者门户成为医疗提供商必备功能 61%对门户感兴趣的患者会转向提供该功能的提供商[3] 人工智能技术应用 - 母公司UnitedHealth Group增加人工智能应用 已有1000个AI应用程序投入生产 覆盖保险、健康服务和药房部门[4] - AI技术用于转录临床访问对话、总结数据、处理索赔和控制面向客户的聊天机器人[4] - 约20000名工程师使用AI编写软件[4] 行业动态与竞争 - 沃尔玛宣布将冷藏和复方处方药与杂货及其他日常用品一起配送[5] - 通过同日药房配送服务 现在提供超过90%的处方药[5] - 这一扩展是基于客户反馈 旨在创造更好的无缝体验[6]

来源：格隆汇APP 格隆汇9月24日｜Leerink Partners将联合健康的目标价从300美元上调至402美元，将2026年每股收益预 期从17.25上调至17.34美元，将2027年每股收益预期从22.34上调至23.62美元。 ...

NEW YORK, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Medicare’s Annual Enrollment Period (Oct. 15 – Dec. 7) is right around the corner, and this year more people than ever will be making decisions about their coverage. In fact, 2025 will see a record 4.18 million Americans turn 65 – that’s more than 11,000 people a day suddenly faced with sorting through Medicare options. Recently, Betsy Chin, Senior Vice President of Medicare Advantage at UnitedHealthcare, participated in a nationwide satellite media tour to discu ...

UnitedHealth Group Incorporated (NYSE:UNH) ranks among the hot stocks to invest in right now. Truist Securities reaffirmed its Buy rating on UnitedHealth Group Incorporated (NYSE:UNH) and boosted its price target from $310 to $365 on September 9. The hike follows UnitedHealth’s release of an 8-K filing with preliminary 2026 Star ratings data. Ken Wolter/Shutterstock.com According to the filing, the company expects around 78% of its membership to be in 4+ Star plans for Payment Year 2027, which aligns wi ...

Key Points UnitedHealth has been in a tailspin this year as the company's performance has fallen well short of analyst expectations. The company, however, recently reaffirmed its guidance for the year, suggesting that perhaps there is finally some more stability ahead. 10 stocks we like better than UnitedHealth Group › The problem with trying to buy a stock at its low is that you'll only know whether it has bottomed out after it has done so. When it's in the midst of a sell-off, it's impossible to ...