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UnitedHealth Group Inc. (UNH)

- NYSE
  • Dec. 26, 2014, 12:48 PM
    • UnitedHealth Group (UNH -0.1%) reports Q4 and full-year results on January 21 before the open. The conference call will begin at 8:45 am.
    • Consensus revenue views for Q4 and 2014 are $33.1B and $130B, respectively.
    | Comment!
  • Dec. 3, 2014, 11:50 AM
    • Key data from yesterday's UnitedHealth Group (UNH +0.7%) event:
    • 2015 Guidance ($B): Total Revenues: $140.5 - 141.5, UnitedHealthcare: 127.0 - 128.0, Optum: 52.3 - 53.3; Operating Earnings: 10.8 - 11.2; Operating Cost Ratio: 17.0% +/- 30 bps; Net Income: 5.7 - 6.0; After-tax profit: 3.8 - 4.0; CF Ops: 8.0 - 8.4; EPS: $6.00 - 6.25.
    • Commercial Care Ratio: 80.0% =/- 50bps; UnitedHealth Group Consolidated Medical Care Ratio: 80.8% +/- 50 bps.
    • Total UnitedHealthcare - Medical Enrollment (000s): 45,340 - 46,190 vs. 44,840 in 2014; Medicare Part D Stand-Alone: 5,385 - 5,435 vs. 5,185 in 2014.
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  • Dec. 1, 2014, 4:28 PM
    • UnitedHealth Group (NYSE:UNH) holds its annual Investor Conference tomorrow in New York City beginning at 8:00 am ET. Management will discuss the company's performance and 2015 outlook.
    • The company affirms its previous 2014 EPS guidance of $5.60 - 5.65. Its 2015 outlook includes EPS of $6.00 - 6.25 on revenues of $140.5B - 141.5B.
    • A replay of the conference will be on the company's website through January 2, 2015.
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  • Nov. 12, 2014, 10:22 AM
    • UnitedHealth Group (UNH -0.9%) creates an Office of the Chief Executive comprised of CEO Stephen J. Hemsley, Vice-Chairman of UnitedHealth Group Larry C. Renfro, President, UnitedHealth Group David S. Wichmann, EVP, Chief Legal Officer Marianne Short and EVP, Human Capital Ellen Wilson.
    • Mr. Renfro will remain CEO of Optum and will assume additional UnitedHealth Group oversight responsibilities for all enterprise strategic relationships, key client relationships and company-wide business growth efforts.
    • Optum COO and Optum Rx CEO Dirk McMahon promoted to EVP, Enterprise Operations of UnitedHealth Group reporting to Mr. Wichmann.
    • EVP, UnitedHealth Group and CEO, UnitedHealthcare Gail K. Boudreaux leaves her position.
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  • Nov. 7, 2014, 7:17 AM
    • UnitedHealth Group (NYSE:UNH) declares $0.375/share quarterly dividend, in line with previous.
    • Forward yield 1.56%
    • Payable Dec. 16; for shareholders of record Dec. 5; ex-div Dec. 3.
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  • Oct. 22, 2014, 2:44 PM
    • Crude inventories rose 7.1M barrels for the week ended October 17, according to the EIA, vs. expectations for a 2.7M jump. Helping boost inventories were fewer refinery runs - down 113K barrels per day with utilization rates dropping 140 basis points to 86.7%. In the Midwest, utilization rates are the lowest for this point in the year since 2010.
    • WTI crude oil last week briefly dropped under $80 per barrel for the first time since the summer of 2012, and it's testing that level again today, -2.9% to $80.36. USO -2.4%
    • Gasoline (UGA -2.2%) stockpiles fell 1.3M barrels vs. expectations for a 1M barrel drop, and distillates (UNH -0.8%) rose 1M barrels vs. expectations for a 1.3M barrel decline.
    • ETFs: USO, OIL, UCO, SCO, BNO, DTO, DBO, CRUD, USL, UWTI, DNO, DWTI, SZO, OLO, OLEM, TWTI
    | 6 Comments
  • Oct. 16, 2014, 7:45 AM
    • UnitedHealth Group (NYSE:UNH) Q3 results: Total Revenues: $32,759M (+7.0%); Employer & Individual: $10,610M (-5.5%); Medicare & Retirement: $11,477M (+3.9%); Community & State: $6,131M (+33.8%); International: $1,821M (+18.9%).
    • Medical Costs: $23,092M (+4.8%); Operating Costs: $5,436M (+11.6%); COGS: $955M (+30.6%); Net Income: $1,602M (+2.0%); EPS: $1.63 (+6.5%); CF Ops: $3,200M (-46.0%).
    • Gross Profit: $9,667M (+12.7%); COGS: 70.5% (-2.1%); Gross Margin: 29.5% (+5.3%); Operating Profit: $2,903M (+10.3%); Operating Earnings Yield: 8.9% (+3.1%); Net Earnings Yield: 4.9% (-4.6%).
    • Optum: Total Revenues: $11,986M (+21.4%); OptumHealth: $2,849M (+14.2%); OptumInsight: $1,250M (+4.0%); OptumRx: $8,011M (+27.3%).
    • 2014 Guidance unchanged.
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  • Oct. 16, 2014, 6:05 AM
    • UnitedHealth Group (NYSE:UNH): Q3 EPS of $1.63 beats by $0.10.
    • Revenue of $32.8B (+7.1% Y/Y) beats by $40M.
    • Press Release
    | Comment!
  • Oct. 15, 2014, 5:30 PM
  • Oct. 14, 2014, 3:31 PM
    • Global growth, foreign-exchange, oil, and small caps are the subject of every client inquiry, says David Kostin. His team's recommendation: Buy "American exceptionalism."
    • In Kostin's view, U.S. economy and corporate fundamentals are still strong, with economic growth expected by Goldman economists to be 3.2% next year, the fastest expansion since 2005. Europe is expected to grow just 1%.
    • What his team likes are those stocks of companies which have a high proportion of domestic sales, plus sectors like Consumer Staples (XLP -0.1%) and Discretionary (XLY +0.7%) which stand to benefit from lower oil prices (plunging again today).
    • As for small caps (IWM +0.9%), Kostin is wary, noting downward earnings revisions have boosted small cap P/E ratios even as prices have declined.
    • The list of S&P 500 names capturing two or more of Kostin's themes: GT, GM, PCLN, AMZN, CMCSA, LOW, DG, TSN, ADM, CVS, AVP, WAG, PXD, HAL, JPM, BAC, SCHW, PNC, MS, C, GNW, LNC, MET, THC, AET, UNH, ESRX, HUM, WLP, BIIB, GILD, DAL, CMI, FLR, CRM, JBL, MA, FB, MU, FSLR, VMC, MON, T.
    | 26 Comments
  • Sep. 30, 2014, 9:56 AM
    • UnitedHealth Group (UNH) acquires MedSynergies, a manager of physician practices, for an undisclosed sum. The deal adds ~9,300 doctors to its Optum network.
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  • Aug. 13, 2014, 9:39 AM
    • UnitedHealth Group  (NYSE:UNH) declares $0.375/share quarterly dividend, in line with previous.
    • Forward yield 1.87%
    • Payable Sept. 23; for shareholders of record Sept. 12; ex-div Sept. 10.
    | Comment!
  • Jul. 29, 2014, 10:18 AM
    • Tenet Healthcare Corp. (THC +1.4%) signs a new three-year agreement with UnitedHealthcare (UNH -0.9%) that provides United members with in-network access to Tenet's 79 hospitals, 193 outpatient centers and more than 1,800 physicians. The new contract becomes effective on August 1, 2014.
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  • Jul. 25, 2014, 11:05 AM
    • Led by the plummet in WellCare Health Plans (WCG -18.8%) the managed care industry can't seem to find a friend in the market today.
    • Related tickers: (UNH -1.3%) (WLP -1.9%) (AET -1.6%) (CI -1%) (HUM -2.8%) (CNC -6.6%) (HNT -2.3%) (MOH -5.4%) (MGLN -8.1%)
    | 2 Comments
  • Jul. 17, 2014, 7:06 AM
    • United Health Group (NYSE:UNH) Q2 results: Total Reveues: $32,574M (+7.1%); Employer & Individual: $10,729M (-3.6%); Medicare & Retirement: $11,785M (+6.6%); Community & State: $5,764M (+28.6%); International: $1,793M (+9.6%).
    • Medical Costs: $23,523M (+6.1%); Operating Costs: $5,206M (+7.9%); COGS: $929M (+38.9%); Net Income: $1,408M (-1.9%); EPS: $1.42 (+1.4%); CF Ops: $2,422M (-4.2%); Quick Assets: $8,289 (-17.9%).
    • Gross Profit: $9,051M (+9.9%); Gross Margin: 27.8% (+2.6%); Operating Profit: $2,552M (+6.3%); Operating Earnings Yield: 7.8% (-0.8%); Net Earnings Yield: 4.3% (-8.5%).
    • Optum: $11,714M (+28.4%); OptumHealth: $2,411M (unch); OptumInsight: $1,243M (+5.2%); OptumRx: $8,000M (41.7%).
    • 2014 Guidance: Revenues: ~$130B up from $128B - 129B; EPS: $5.50 - 5.60 up from $5.40 - 5.60
    • Press release
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  • Jul. 17, 2014, 6:01 AM
    • UnitedHealth Group (NYSE:UNH): Q2 EPS of $1.42 beats by $0.18.
    • Revenue of $32.6B (+7.2% Y/Y) beats by $590M.
    • Press Release
    | Comment!
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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