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UnitedHealth Group Inc. (UNH)

- NYSE
  • Oct. 15, 2012, 5:30 PM
    Notable earnings before Tuesday’s open: DPZ, FRX, GS, GWW, IRWD, JNJ, KO, MAT, OMC, PNC, STT, UNH
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  • Oct. 9, 2012, 9:45 AM
    UnitedHealth's (UNH) $4.9B acquisition of Brazilian peer Amil "is a big deal" that will boost UNH's "growth profile for years to come," says SA author Robert Broens. Amil will add $5B in annual revenues and gives the U.S. giant "access to the enormous Brazilian market." Although the stock rose just 0.8% yesterday, Broens expects "shares to take out all time highs in the next year."
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  • Oct. 8, 2012, 10:34 AM
    UnitedHealth's (UNH +1%) purchase of 90% of Brazil's Amil Participacoes is a big step in its international expansion, and analysts appear to like the deal as it expands UNH’s presence to the fast growing Brazilian health insurance market. Brazil is under penetrated in managed care (~25% of market vs. 80% in the U.S.), and its 1,600-plus firms create significant consolidation opportunities.
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  • Oct. 8, 2012, 7:23 AM
    UnitedHealth (UNH) confirms it will acquire a 90% stake in Amil Participacoes, Brazil's largest health care company, for ~$4.9B in cash. Amil provides health and dental benefits, hospital and clinical services and advanced care management resources to more than 5M people. The deal is expected to add slightly to UNH's 2013 EPS. (previous)
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  • Oct. 5, 2012, 4:07 AM
    UnitedHealth (UNH) is leading the race to acquire a part or a 100% holding in Brazilian insurer and hospital operator Amil Participacoes, which has a market cap of 9.01B reais ($4.47B), Bloomberg reports. A deal would give UnitedHealth access to an expanding private-insurance market and offer growth opportunities to its Optum unit, a provider of technology and consulting to health systems.
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  • Oct. 2, 2012, 9:58 AM
    Around 12M people will buy $55B worth of health coverage in 2014 via the insurance exchanges being created as part of Obamacare, PWC predicts, adding that the figures could rise to 29M people and $205B respectively by 2021. Most of the money will be new, although some will come from other parts of the market, such as from people whose employers had paid for coverage until now.
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  • Sep. 27, 2012, 12:12 AM
    "Here's a pot of money, go shop." A major change is underfoot in the way firms provide employee health coverage, as Sears and Darden Restaurants - instead of offering insurance - prep to instead give workers cash and let them choose coverage from an online marketplace. WellPoint (WLP), AON, and Towers Watson (TW) are placing bets on the new model sticking, while UnitedHealth (UNH) is taking a wait-and-see approach.
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  • Sep. 14, 2012, 8:42 AM
    UnitedHealth Group (UNH) +3% premarket on news it will replace Kraft in the DJIA. KFT -0.6% premarket.
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  • Aug. 21, 2012, 9:43 AM
    Daniel Loeb may chastise Pres. Obama, says Andrew Ross Sorkin, but look at Loeb's recent investments: Aetna (AET), Cigna (CI), Humana (HUM), UnitedHealth (UNH) and WellPoint (WLP) stand to benefit if Obamacare remains in force, while a repeal could send shares diving. Like others, Sorkin reckons industry consolidation represents multi-billion dollar bets that the Health Act is here to stay.
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  • Aug. 14, 2012, 4:59 PM
    David Einhorn's Greenlight Capital levers up on healthcare issues this quarter, adding new positions in Aetna. (AET), Cigna Corp (CI), Humana (HUM), UnitedHealth Group (UNH) and WellPoint (WLP).
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  • Aug. 8, 2012, 8:59 AM
    UnitedHealth (UNH) declares $0.2125/share quarterly dividend, in line with previous. Forward yield 1.62%. For shareholders of record Sep 14. Payable Sep 21. Ex-div date Sep 12. (PR)
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  • Jul. 31, 2012, 2:04 PM
    Shares of Humana (HUM -13%) get slammed this morning, a day after the managed-care provider missed the mark on Q2 earnings and cut its profit outlook for the year. The dismal report is taking down more than one insurer that otherwise might have had an up day: Aetna (AET -1.9%), WellPoint (WLP -3.5%), UnitedHealth (UNH -3%).
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  • Jul. 25, 2012, 11:36 AM
    Health insurers take a pummeling after Wellpoint's (WLP -12%) miserable Q2 report, even though some analysts say that the company has specific challenges. Citigroup's Carl McDonald reckons management could come under pressure. Still, HealthNet (HNT) -10%, UnitedHealth (UNH) -5.6%, Coventry (CVH) -4.9%, Humana (HUM) -3%, Cigna (CI) -3.9% and Aetna (AET) -4.9%.
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  • Jul. 19, 2012, 8:17 AM
    UnitedHealth (UNH +2.25%) Q2: net profit +5.5% to $1.34B; total enrollment in health plans +5% to 35.9M, boosted by acquisition of XL Health. Increases FY EPS forecasts for a second time, now expecting $4.90-$5 vs. $4.80-$4.95 prior and consensus of $5.01. UNH's earnings will "set the tone" for its peers, says an analyst.
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  • Jul. 19, 2012, 6:14 AM
    UnitedHealth (UNH): Q2 EPS of $1.27 beats by $0.08. Revenue of $27.3B (+8% Y/Y) in-line. (PR)
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  • Jul. 19, 2012, 12:05 AM
    Notable earnings before Thursday’s open: ADS, BAX, BBT, BX, CY, DGX, DHR, DO, FCS, FCX, FITB, GPC, HBAN, JCI, KEY, LUV, MS, NOK, NUE, NVS, PM, SHW, SWY, TCB, TRV, TSM, TXT, UNH, UNP, VZ
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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