UnitedHealth Group Inc. (UNH) is an American diversified managed health care company based in Minnetonka, Minnesota. It is 14th on the Fortune 500. UnitedHealth Group offers a spectrum of products and services through two operating businesses: UnitedHealthcare and Optum both companies are subsidiary of UnitedHealth Group. Optum is a new business brand of UnitedHealth Group and operating business through BPO services, UnitedHealth Group serves approximately 70 million individuals throughout the United States. In 2015, the company reported net income of $11 billion.
Q3 ER Estimates: Earnings Whisper: $2.11 Consensus: $2.08 Revenue: $45.87 Bil Date & Time of ER: Tuesday Oct 18 5:55 AM ET
UnitedHealth CEO sees earnings growth continuing into 2017 NEW YORK (Reuters) - UnitedHealth Group Inc (UNH.N) Chief Executive Officer Stephen Hemsley said on Tuesday during a conference call with analysts that he expects the strong growth the company has seen in 2016 to continue into 2017.
Reported before open today (10/18/16) Earnings: EPS $2.17 Revenue $46.3B Estimates: EPS $2.08 Revenue $46.09B Up 6.90% today
Upcoming dividend information: Ex-Div-Date: 11/30/16 Payment Date: 12/13/16 Dividend: $0.63 Current Price: $149.45 Annual Yield: 1.67%
One of the biggest gainers in the Dow Jones Industrial Average this year is UnitedHealth Group Inc (NYSE:UNH). The stock has had an amazing run from $108 to $164. Its out-performance maybe on the verge of changing. Every investor wants to be on the cutting edge of nailing this top. So why is a top possibly in? The price action on Monday was extremely bearish. It reversed the entire prior to move which had made a new 52 week high. In addition, this came while the stock market notched gains across the board. So in summary, the stock had a reversal day from its highs on a day when the stock market moved higher across the board. To me, this is a spot to start nibbling on the short side.
UnitedHealth's stock tumbles to lead Dow losers after DoJ joins whistleblower lawsuit http://www.marketwatch.com/story/un...er-doj-joins-whistleblower-lawsuit-2017-02-17 Shares of UnitedHealth Group Inc. UNH, -3.66% tumbled 4% in morning trade Friday to pace the Dow Jones Industrial Average DJIA, -0.34% decliners, after the Department of Justice joined a whistleblower's lawsuit against the health care giant for overcharging Medicare. The stock, which is on track to suffer the biggest one-day percentage decline in 15 months, is heading toward the lowest close since Nov. 28, 2016. The price decline of $6.50 is shaving about 45 points off the Dow, which is down 58 points. On Thursday, law firm Constantine Cannon made public its lawsuit filed in 2011, after the DoJ joined the suit, that alleges UnitedHealth defrauded the Medicare program of "hundreds of millions of dollars" by claiming its members were treated for conditions they either did not have or were treated for. The allegations are against Texas-based WellMed, which UnitedHealth acquired in 2011. UnitedHealth's stock was still up 33% over the past 12 months, while the Dow was up 25%.
Screw these guys! There constant bitching that medicare sucks away so much money is now directly a result of giants like UNH systematically and knowingly being a part of the problem!
UnitedHealth Group Inc. reported second-quarter adjusted profit of $2.46 a share, topping forecasts of $2.38.
Slight breakout fail today. Still within a range worth keeping an eye on. I think the spread is too illiquid on the option chains for me though and will result in too much slippage:
UNH goes ex-div on Weds. The payout is not huge, only .75. But looks nice for a longer term set-up, especially if you can spring for 100 shares and let it ride a bit. If it gets near old highs, you could sell-in-the money calls near your buy price for a fat premium (for example, the January 2019 230s would probably go for about 30), which would offer good downside protection and still a nice return if you get called away.
UnitedHealth possesses material competitive advantages that should allow it to produce outsized economic profits over an extended period. While the business outlook for US health insurers is filled with uncertainty, United has built itself into a powerful all-encompassing healthcare player we believe will be a dominant force over the next several decades.
Dividend Stock Spotlight: Johnson & Johnson (JNJ) and UnitedHealth (UNH) Tue, Oct 15, 2019 Earnings season kicked off this morning with a number of big banks' third-quarter results such as JPMorgan (JPM) and Goldman Sachs (GS). Two other Dow components, both Health Care stocks, also had notable reports: Johnson and Johnson (JNJ) and UnitedHealth (UNH). These two were the first triple plays of this earnings season. A triple play is when EPS and revenues are above analyst estimates while the company also raises forward guidance. Despite some recent legal headwinds, Johnson and Johnson (JNJ) showed a strong quarter with EPS coming in 11 cents above estimates along with revenues that also topped estimates. JNJ also raised guidance making it the first triple play for the stock in two years (the last being in October of 2017) and only the ninth since 2000 (as highlighted in the table from our Earnings Explorer snapshot below). In terms of the stock price reaction, normally JNJ has generally not been very volatile with an average full-day gain of just 17 bps in reaction to earnings across all quarters. In quarters when the company has reported a triple play, though, the stock has performed even better with an average full-day gain of 1.2%. Today, JNJ is on pace to do even better having already gained 2.2%. From a technical standpoint, the stock remains stuck in its recent range even after today's rally. At current levels, though, JNJ yields 2.85% which is more than the S&P 500's 1.9% yield and the average for other Health Care stocks (1.68%). Furthermore, of all 61 S&P 500 Health Care stocks, JNJ has the seventh-highest yield. Johnson & Johnson is also a dividend aristocrat with a long history of paying and growing its dividend, something it has no done for 58 consecutive years. Given the payout ratio is still relatively low at 44.9%, the company should be able to keep that streak going even if earnings growth stalled out. UnitedHealth's (UNH) price action has been a bit more exciting than JNJ as it has ripped higher in today's session. The stock is up over 7.5% after exceeding EPS estimates by 12 cents, topping revenues by over $500 million, and raising guidance. This is the company's fourth-best reaction to any quarter's earnings since 2001 and is the 14th triple play in that time. The only one of these past triple plays that saw a stronger stock price reaction to earnings was the first quarter of 2011 when UNH finished the day 8.07% higher. While JNJ is still within its uptrend, this strong response for UNH has actually broken the past few months' downtrend line. UNH is now back to where it was in mid-August. From a dividend perspective, UNH is not as attractive as JNJ as it only yields 1.83%, slightly below that of the S&P 500. The company also does not have as long of a track record (only 9 consecutive years) of increasing its dividend. Granted, UNH does have a slightly lower valuation with a P/E of 14.6 compared to JNJ's 14.8. Both of these are also below the 19x average for all S&P 500 Health Care stocks.
