UnitedHealth Group Inc.
 (UNH)

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  • Oct. 29, 2015, 7:36 PM
    | Oct. 29, 2015, 7:36 PM | 17 Comments
  • Oct. 28, 2015, 6:15 PM
    • Bloomberg reports UnitedHealth (NYSE:UNH) is in advanced talks to buy Helios, a provider of workers compensation claim and pharmacy benefit management services, for as much as $1.7B. A deal could be announced as soon as this week.
    • Helios, owned by P-E firms Kelso & Co. and Stone Point Capital was created by the 2013 merger of PMSI Group and Progressive Medical. Earlier this year, UNH struck a $12.8B deal to buy pharmacy benefits manager Catamaran.
    | Oct. 28, 2015, 6:15 PM
  • Oct. 15, 2015, 7:11 AM
    • UnitedHealth Group's (NYSE:UNH) board of directors authorizes the repurchase of an additional $500M in stock beginning January 1 and continuing throughout the year. Transactions will be made on the open market or privately negotiated.
    | Oct. 15, 2015, 7:11 AM | 1 Comment
  • Oct. 15, 2015, 7:07 AM
    • UnitedHealth Group (NYSE:UNH) Q3 results ($M): Total Revenues: 41,489 (+26.6%); Premiums: 31,801 (+9.8%); Services: 3,036 (+19.8%); Products: 6,482 (+500.2%); Investment & Other: 170 (-1.2%).
    • Employer & Individual: 11,871 (+11.9%); Medicare & Retirement: 12,267 (+6.9%); Community & State: 7,392 (+20.6%); International: 1,287 (-29.3%).
    • OptumHealth: 3,532 (+24.0%); OptumInsight: 1,585 (+26.8%); OptumRx: 14,407 (+79.8%).
    • Medical Costs: 25,618 (+10.9%); Net Income: 1,618 (+1.0%); EPS: 1.65 (+1.2%); CF Ops: 528 (-83.5%).
    • Medical Care Ratio: 80.6%.
    | Oct. 15, 2015, 7:07 AM
  • Oct. 15, 2015, 5:58 AM
    • UnitedHealth Group (NYSE:UNH): Q3 EPS of $1.65 beats by $0.01.
    • Revenue of $41.5B (+26.7% Y/Y) beats by $1.32B.
    | Oct. 15, 2015, 5:58 AM | 1 Comment
  • Oct. 14, 2015, 5:30 PM
    | Oct. 14, 2015, 5:30 PM | 8 Comments
  • Oct. 14, 2015, 2:00 PM
    • UnitedHealth Group (UNH -1.6%) reports Q3 results tomorrow before the open. Consensus view is EPS of $1.64 (+1%) on revenues of $40.2B (+23%).
    | Oct. 14, 2015, 2:00 PM
  • Sep. 11, 2015, 10:34 AM
    • UnitedHealth Group (UNH) initiated with Overweight rating and $140 (20% upside) price target by Morgan Stanley.
    • Atara Biotherapeutics (ATRA -2.3%) initiated with Buy rating and $80 (74% upside) price target by Canaccord Genuity.
    • Zoetis (ZTS +1.3%) upgraded to Outperform from Market Perform with a $53 (18% upside) price target by BMO Capital Markets.
    • MannKind (MNKD -2.7%) downgraded to Underweight from Neutral by Piper Jaffray. Price target lowered to $1.50 (59% downside risk) from $4.00.
    | Sep. 11, 2015, 10:34 AM | 32 Comments
  • Jul. 30, 2015, 1:37 PM
    • Unsurprisingly, Express Scripts (ESRX -0.6%) takes a dim view of the proposed price of the cholesterol-lowering PCSK9 inhibitor Praluent (alirocumab). Last Friday, co-developers Sanofi (SNY +1.6%) and Regeneron Pharmaceuticals (REGN +0.4%) announced that the wholesale acquisition cost (WAC) of the once-every-two-week injection will be $40 per day or $14,600 per year. This is several orders of magnitude above the cost of statins, which average $2 - 3 per day.
    • WAC is the average price that wholesalers and distributors pay for the drug. Patients will, of course, pay quite a bit more.
    • Pharmacy benefit managers, still feeling the pinch from Gilead's (GILD +1.8%) HCV meds Sovaldi and Harvoni, will likely ratchet up their opposition as Praluent's U.S. launch commences.
    • Related tickers: (AET +0.9%)(CTRX)(CNC +0.9%)(CI -0.7%)(HUM)(MRK +0.3%)(OCR +0.4%)(UNH -0.7%)(CVS -0.5%)
    | Jul. 30, 2015, 1:37 PM | 126 Comments
  • Jul. 16, 2015, 11:42 AM
    • Screen criteria: Market cap at least $500M; number of mutual fund investors at least equal to prior period; 50-day average turnover at least 400,000; annual sales at least $300M and EPS growth has accelerated the past three quarters.
    • (ALKS +1%)(ALR +0.4%)(CERN +0.1%)(DVA +0.1%)(IMS +0.2%)(LLY +1%)(OMI +0.4%)(REGN +1.2%)(UNH -1.6%)(WAT +0.1%)
    • This is not a list of buy/sell recommendations but rather a targeted list of stock that may be suitable for more in-depth research.
    | Jul. 16, 2015, 11:42 AM | 3 Comments
  • Jul. 16, 2015, 7:19 AM
    • UnitedHealth Group (NYSE:UNH) Q2 results ($M): Total Revenues: 36,263 (+11.3%); Employer & Individual: 11,845 (+10.4%); Medicare & Retire: 12,559 (+6.6%); Community & State: 7,205 (+25.0%); International: 1,464 (-18.3%).
    • Premiums: 31,961 (+10.8%); Services: 2,865 (+17.1%); Products: 1,223 (+17.9%); Investment & Other: 214 (-14.4%).
    • Medical Costs: 26,026 (+10.6%); Operating Costs: 5,852 (+12.4%); Net Income: 1,585 (+12.6%); EPS: 1.64 (+15.5%); CF Ops: 3,432 (+41.7%).
    • Medical care ratio: 81.4%.
    • 2015 Guidance: Revenues: ~$154B from ~$143B; EPS: $6.25 - 6.35 from $6.15 - 6.30; CF Ops: $8.4B - 8.6B from $8.2B - 8.4B.
    | Jul. 16, 2015, 7:19 AM
  • Jul. 16, 2015, 6:02 AM
    • UnitedHealth Group (NYSE:UNH): Q2 EPS of $1.64 beats by $0.05.
    • Revenue of $36.26B (+11.3% Y/Y) beats by $600M.
    | Jul. 16, 2015, 6:02 AM
  • Jul. 15, 2015, 5:30 PM
    | Jul. 15, 2015, 5:30 PM | 2 Comments
  • Jun. 29, 2015, 3:30 PM
    • Becton, Dickinson (BDX +0.3%) upgraded to Buy from undefined with a $167 (18% upside) price target by UBS.
    • Community Health Systems (CYH -0.9%) upgraded to Buy from Neutral with an $83.90 (33% upside) price target by Mizuho Securities.
    • LifePoint Health (LPNT +2.8%) upgraded to Buy from Neutral with a $95.71 (11% upside) price target by Mizuho Securities.
    • UnitedHealth Group (UNH -1.3%) upgraded to Buy from Neutral with a $126 (3% upside) price target by Sterne Agee CRT.
    • Tenet Healthcare (THC -1.5%) upgraded to Outperform from Market Perform with a $64 (12% upside) price target by Wells Fargo.
    • Cepheid (CPHD -1.7%) raised to Buy from Hold with a $75 (25% upside) price target by Craig-Hallum.
    • Merge Healthcare (MRGE -0.1%) upgraded to Buy from Hold with a $5.75 (17% upside) price target by Topeka Capital.
    • Alere (ALR -0.2%) upgraded to Buy from Neutral with a $60 (15% upside) price target by Goldman Sachs.
    • Smith & Nephew (SNN -2.1%) upgraded to Buy from Neutral with a 1275p (16% upside) price target by UBS.
    • Aerie Pharmaceuticals (AERI -4.3%) upgraded to Buy from Hold with a $40 (135% upside) price target by Canaccord Genuity.
    | Jun. 29, 2015, 3:30 PM
  • Jun. 25, 2015, 10:26 AM
    • Medical services-related stocks jump after the Supreme Court rules 6-3 to affirm the ruling in King v. Burwell.
    • Related tickers: (HUM +2.6%)(CNC +3.2%)(MOH +2.3%)(ANTM +0.1%)(CI +0.2%)(UNH +1.8%)(AET +0.8%)(MGLN +1.1%)(HNT +0.7%)(WCG +2.9%)(CYH +8.8%)(XLV +0.9%)
    | Jun. 25, 2015, 10:26 AM | 87 Comments
  • Jun. 24, 2015, 12:40 PM
    • Baxter International (BAX +1.6%) initiated with Buy rating and $45 (post Baxalta) price target by Goldman Sachs.
    • UnitedHealth Group (UNH -2%) initiated with Outperform rating and $159 (33% upside) price target by RBC Capital.
    • Esperion Therapeutics (ESPR +2.1%) initiated with Neutral rating and $86 (4% upside) price target (down from $130) by Credit Suisse.
    • Corindus Vascular Robotics (OTCPK:CVRS +0.2%) initiated with Buy rating and $6 (38% upside) price target by Stifel.
    • Perrigo (PRGO -0.1%) initiated with Outperform rating and $246 (30% upside) price target by BMO Capital.
    • Signal Genetics (SGNL +3.8%) initiated with Buy rating and $2.50 (55% upside) price target by Chardan Capital.
    • CASI Pharmaceuticals (CASI +2.8%) initiated with Buy rating and $2.50 (39% upside) price target by HC Wainwright.
    • Eagle Pharmaceuticals (EGRX -0.8%) initiated with Outperform rating and $97 (11% upside) price target by RBC Capital.
    • BioLineRx (BLRX -0.2%) initiated with Outperform rating and $5 (117% upside) price target by JP Morgan.
    • OncoSec Medical (ONCS -2.5%) initiated with Buy rating and $25 (255% upside) price target by HC Wainwright.
    • Ignyta (RXDX +1.4%) initiated with Overweight rating and $34 (103% upside) price target by Piper Jaffray.
    • Acadia Healthcare (ACHC -1.6%) initiated with Buy rating and $84 (11% upside) price target by Mizuho Securities.
    • Pacira Pharmaceuticals (PCRX -6.2%) initiated with Market Perform rating and $86 (23% upside) price target by Leerink Swann.
    | Jun. 24, 2015, 12:40 PM
Company Description
UnitedHealth Group Inc designs products, provides services and applies technologies that improve access to health and well-being services, simplify the health care experience and make health care more affordable.
Sector: Healthcare
Country: United States