Seeking Alpha

UnitedHealth Group Inc. (UNH)

  • Jan. 10, 2013, 10:08 AM
    UnitedHealth Care (UNH +1.9%) publishes the results of a two-year study extolling the benefits of its Diabetes Health Plan for people with diabetes or pre-diabetes, saying incentives were effective in increasing compliance with the scheme, thereby improving health. Healthcare costs rose at a 4% slower pace for participants than for a control group. (PR)
    | 1 Comment
  • Jan. 9, 2013, 4:58 AM
    Here's research that should be music to Washingtonian ears: the government could save over $500B in Medicare and Medicaid costs over the next ten years by better coordinating medical care, UnitedHealth Group (UNH) estimates. For example, $150B could come from integrating treatments between the 9M seniors and disabled who are enrolled in both programs, up from an expected 2M this year.
    | 1 Comment
  • Jan. 3, 2013, 1:33 PM
    UnitedHealth (UNH -3.3%) slides on a downgrade to Hold at Deutsche Bank. Deutsche cites a lack of catalysts in the managed care sector, which is weighed down by higher underwriting risks, declining pricing trends and margin pressures. The firm cuts its price target for shares to $61 from $73.
  • Jan. 2, 2013, 3:27 PM
    Shares of Questcor (QCOR -2.6%) are on the move again after UnitedHealthcare (UNH -0.1%) announces in a network bulletin that, effective April 1, 2013, the insurer will require physicians to submit for prior authorization and approval of Acthar for its plan members.
  • Dec. 5, 2012, 9:34 AM
    UnitedHealth (UNH) puts out a report saying that payment reform could bring healthcare savings of $200-600B over the next ten years. UNH wants to move away from the traditional fee-for-service model to one based on performance, payment bundling and risk-sharing. It would do, though, wouldn't it. Still, UNH recognizes that doctors aren't too hot on the idea  of pay for performance. (PR)
  • Nov. 27, 2012, 8:52 AM
    UnitedHealth (UNH) tells an investor conference that it expects 2013 share buybacks of $2.5B-$3B vs $3.1B in 2012, capital spending of $1.3B-$1.4B vs $1.1B, operating cost ratio of 15.9%-15.7%, operating earnings of $9.25B-$9.75B vs $9.2B. Wants to add 13M new members in 4 years. (Conference materials)
    | 1 Comment
  • Nov. 26, 2012, 7:26 AM
    Ahead of an investor conference set for tomorrow, UnitedHealth (UNH) issues 2013 EPS guidance of $5.25-$5.50. Street consensus is for $5.60, and 2012 EPS is expected by the company to be $5.20-$5.25. (PR)
    | Comment!
  • Oct. 31, 2012, 11:25 AM
    WellCare Health Plans (WCG -13%) slides after its Q3 results missed on the bottom line this morning. Net profit fell 57% Y/Y on weak results from its Georgia and Kentucky Medicaid programs. The company also lowered its full-year earnings estimate on the weak Kentucky results, now expecting to earn between $4.90 and $5.05 per share. Separately, it also announced plans to acquire UnitedHealthCare Group's (UNH -0.4%) South Carolina Medicaid business for an undisclosed amount.
  • Oct. 30, 2012, 8:26 AM
    UnitedHealth (UNH) declares $0.2125/share quarterly dividend, in line with previous. Forward yield 1.52%. For shareholders of record Dec 11. Payable Dec 21. Ex-div date Dec 07. (PR)
    | Comment!
  • Oct. 29, 2012, 10:19 AM
    UnitedHealth (UNH)completes the $4.9B purchase of approximately 60% of Amil from controlling shareholders and management after Brazil's ANS regulatory agency approves the transaction without conditions. UnitedHealth expects to make a tender of for the 30% of Amil shares held by public stockholders in Q1 2013. Amil chairman and CEO Edson Bueno will join UnitedHealth's board. (PR)
    | Comment!
  • Oct. 16, 2012, 6:21 AM
    UnitedHealth (UNH) Q3: net profit +28% to $1.6B. Revenue growth fueled by increase of 2.15M consumers served over the past year, including 670,000 new consumers in Q3. Consolidated medical care ratio -170 bps to 79%. Ups 2012 EPS outlook to $5.20-$5.25 vs. consensus of $5.10, and cash flows from operations to $7B. (PR)
  • Oct. 16, 2012, 6:04 AM
    UnitedHealth (UNH): Q3 EPS of $1.50 beats by $0.16. Revenue of $27.3B (+8% Y/Y) misses by $230M. (PR)
    | Comment!
  • Oct. 16, 2012, 12:05 AM
    Notable earnings before Tuesday’s open: DPZ, FRX, GS, GWW, IRWD, JNJ, KO, MAT, OMC, PNC, STT, UNH
    | Comment!
  • Oct. 15, 2012, 5:30 PM
    Notable earnings before Tuesday’s open: DPZ, FRX, GS, GWW, IRWD, JNJ, KO, MAT, OMC, PNC, STT, UNH
    | Comment!
  • 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."
    | Comment!
  • 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.
    | 1 Comment
Visit Seeking Alpha's
UNH vs. ETF Alternatives
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