UnitedHealth Group Inc
How Does Aetna Compare to Its Peers in Medical Care Ratio?
The medical care ratio of health insurance companies is calculated as the ratio of the total money spent in health care claims to premiums earned.
What Are Sage Therapeutics’ Receptor-Based Products?
Sage Therapeutics (SAGE) is focused on the development of the products for the treatment of life-threatening central nervous system (or CNS) disorders.
Analysts’ Recommendations for Anthem in 2017
Based on the company’s performance in 1Q17, Anthem (ANTM) has increased its 2017 revenue guidance by around $1.5 billion.
What’s UnitedHealth Group’s outlook for 2015?
It’s projected that UnitedHealth Group’s revenue and earnings growth in 2015 will be driven by the strong performance of the Optum segments.
Enrollments decreased in UnitedHealth’s international business
In the US, the private health insurance industry has been expanding its footprint in international markets. International markets are less penetrated and competitive.
UnitedHealth Group’s Optum segment: Earnings rose in 2014
UnitedHealth Group (UNH) operates Optum. It provides health services like health technology, health and well-being, and pharmacy services.
How Does UNH’s Valuation Look in October?
UnitedHealth Group is a leading managed healthcare firm in the United States.
Eminence Capital Reduces Position in Humana
During the fourth quarter of 2014, Eminence Capital lowered its stake in Humana (HUM). The company accounted for 1.33% of the fund’s 4Q14 portfolio.
Humana’s core business: The Medicare Advantage program
Humana’s total enrollment is mainly enrollments in the MA program, a substitute for the original Medicare program, via private insurance companies.
Why UnitedHealth Group Plans to Reduce Its Public Exchange Exposure
Given the high-risk profile of individual exchange enrollments, UnitedHealth Group has decided to offer plans only on a few public exchanges in 2017.
Decoding Humana’s Revenue Stream in 2015
Humana reported revenues of about $54.3 billion in its 2015 results. This amounts to a 12% revenue growth in 2015, compared to ~$48.1 billion in 2014.
UnitedHealth Group Goes Ex-Dividend Today
UnitedHealth Group (UNH) has announced that its board of directors has authorized a cash dividend of $0.90 per share.
UNH’s Stock Price Performance in June
On June 28, UnitedHealth Group (UNH) ended the trading day at $244.90, ~4.6% lower than its 52-week low of $183.86 reached on July 18, 2017.
UNH Stock Up 4.1% on Solid Q3 2018 Results, View Up
UnitedHealth Group (UNH) released its Q3 2018 earnings today. UNH reported sales of $56.6 billion, up ~12.4% on a year-over-year basis.
What Is the Risk-to-Reward Ratio of the Humana–Aetna Deal?
Scenario analysis In the risk-arbitrage world, a 12.2% expected return means a deal that has a lot of risk. Arbitrageurs sometimes refer to risk as “hair.” This deal is guaranteed a second request, and the regulators may simply be unable to get comfortable with the transaction, no matter what the companies offer in the way […]
Jefferies Raised Its Target Price on UNH Stock: What’s the Outlook?
UnitedHealth Group (UNH) is one of the largest Fortune 500 companies.
How Is UNH’s Optum Business Positioned in the Industry?
UnitedHealth Group is, by revenue, the largest healthcare company in the world.
UnitedHealth Group Reports Q2 2018 Earnings, Stock Down 1.9%
Today, UnitedHealth Group (UNH) reported its earnings results for the second quarter of fiscal 2018. The company reported sales of $56.1 billion, up ~12% on a (year-over-year) basis.
Negative Sentiment Will Impact Health Insurance Companies
The healthcare bill’s failure had a negative impact on investor sentiment for health insurance carriers.
UnitedHealth Group Posted 4Q15 Earnings: What You Should Know
UnitedHealth Group (UNH) released its 4Q15 and full year 2015 earnings on January 19, 2015. The company registered diluted EPS attributable to common shareholders of $1.26 in 4Q15 and $6 for 2015.
UnitedHealth Group Stock at 52-Week High, Up 22% Year-to-Date
UnitedHealth Group (UNH) stock registered its 52-week high of $270.17 last week on August 30.
Analyst Ratings for UnitedHealth before Q3 2018 Earnings
Of the 24 analysts covering UNH stock, ten have recommended a “strong buy,” and 13 have recommended a “buy.”
Why Envision Healthcare Stock Rose ~2.4% Last Week
Healthcare service provider Envision Healthcare (EVHC) announced its agreement to be acquired by KKR (KKR) last week.
UnitedHealth Posts Outstanding Q3 Results, Beats Expectations
Will UnitedHealth’s Q3 Earnings Boost Its Stock Price?
UnitedHealth Group’s Recent Stock Performance
On March 14, 2018, UnitedHealth Group (UNH) ended trading at $225.38 per share.
US Stock Indexes Fell as Oil Prices Touched New Lows
Three US equity indexes—the S&P 500, the Dow Jones Industrial Average, and the NASDAQ—fell from January 12 to January 19 as the oil price rout continued.
‘Medicare for All’ Is No Reason to Drop Healthcare Stocks
While the media caters to Millennial preferences, there’s one economic sector that’s shifting to a more seasoned crowd: healthcare stocks.
Wellington Management: Analyzing Its Top Holdings
Wellington Management filed its 13F on Wednesday. Based on the filing, the market value of total publicly traded securities was around $443.45 billion.
Renaissance Technologies: Analyzing Its Q3 13F
At the end of the third quarter, Bristol-Myers Squibb, Celgene, Biogen, UnitedHealth, and Walmart (WMT) were Renaissance Technologies’ top five buys.
Will the Dow Jones Crash by the end of 2019?
The Dow Jones Industrial Index (or DJIA) is trading just 2.2% below its all-time high. But is the stock bubble about to burst?
Dow Jones and SPY Trade Lower, Retail Data Disappoints
All of the major indexes and ETFs are trading lower today. The Dow Jones Industrial Average has fallen by 44 points or 0.16% at the time of this writing.
Dow Jones Gains 300 Points, United Health Rises 8%
The Dow Jones Industrial Index has gained close to 300 points today. The earnings season kicked-off. Several companies reported their quarterly results.
Apple Stock Gains 50%, Drives Dow Jones Higher in 2019
Apple (AAPL) shares have gained close to 50% year-to-date. The stock is trading at $235.87, while it’s valued at $1.07 trillion.
Dow Jones Ends Volatile Week in Red
The Dow Jones Industrial Index (or DJIA) fell 0.4% or 114 points in the last week. The DJIA is currently trading 2.1% below its 52-week high.
Dow Jones Reverses Early Gains, Falls 0.2% Today
The Dow Jones Industrial Average fell 53.44 points (or 0.2%) today, possibly because the market gave a thumbs up to yesterday’s 0.25% rate cut by the Fed.
Stock Market Fell despite the Fed’s Rate Cut
The broader stock market fell on Wednesday despite the Fed’s rate cut. The Dow Jones and S&P 500 indexes marked the biggest single-day drop since May 31.
Will UnitedHealth Group Report Strong Q2 Earnings?
On Thursday, UnitedHealth Group (UNH) is scheduled to release its second-quarter earnings. The company will release its earnings before the market opens.
This Rebate Decision Saw Health Insurers Soar Yesterday
On Thursday, the Trump administration announced the withdrawal of the proposal to abolish rebates paid to pharmacy benefit managers by drugmakers.
UNH’s Medicaid Business: Analyzing Trends in Q1
In the first quarter, UnitedHealth Group reported Medicaid membership of 6.42 million—a decline of 25,000 members YoY.
UnitedHealth Group: Analysts’ Ratings after Its Q1 Results
On April 16, UnitedHealth Group (UNH) closed at $220.96, which was 4.01% lower than its previous closing price.
Optum Is a Major Differentiator for UnitedHealth Group
In fiscal 2018, UnitedHealth Group’s (UNH) health services business, Optum, reported revenues of $101.3 billion, a YoY rise of 11.07%.
CNC or UNH: Who Has Better Earnings Growth Prospects?
In its fourth-quarter earnings conference call, Centene (CNC) guided for fiscal 2019 GAAP diluted EPS of $3.65–$3.83.
UnitedHealth Group’s Performance in Fiscal 2018
In UnitedHealth Group’s (UNH) fourth-quarter earnings release, the company announced its fiscal 2018 revenues of $226.2 billion.
United Health Group Stock Has Risen 28% in 2018
On November 29, United Health Group’s (UNH) stock price closed at $282.55, which is ~8% growth from its close of $261.62 on November 23.
Wall Street Expects 9% Upside Potential for UnitedHealth Stock
As of September 24, ten of the 24 analysts covering UNH stock have given it a “strong buy” recommendation.
Estimates and Recommendations for DaVita on September 17
Analysts estimate that DaVita (DVA) will report a 25.3% decline in revenues to $11.6 billion in 2018 compared to $15.5 billion in 2017.
DaVita’s Valuation on September 17
DaVita currently trades at a forward PE multiple of 15.2x compared to the industry average of 15.1x as of September 17.
Analysts Raise Target Prices on UNH Stock in September
Of the 23 analysts covering UNH stock, all of them have “buy” or “strong buy” recommendations for UnitedHealth Group.
BSX Focuses on Advancing Its Cardiac Rhythm Management Portfolio
Boston Scientific expects the results from its UNTOUCHED trial by 2020.
Envision Healthcare to Be Acquired by KKR
On June 11, Envision entered into a definitive acquisition agreement with KKR.
How the Healthcare Sector’s Dividend Yield Stacks Up
The healthcare industry has an average dividend yield of 1.9%.
UnitedHealth Group Posted Strong 1Q18 Performance
On April 17, UnitedHealth Group (UNH) reported its 1Q18 earnings results. UNH stock rose ~3.6% from its April 16 closing price.
UnitedHealth Group Drops Out of the Bid to Acquire Envision
On March 14, 2018, it was reported that UnitedHealth Group is no longer interested in acquiring Envision Healthcare
Cigna Expects Acquisition of Express Scripts by End of 2018
On March 7, 2018, Cigna (CI) announced that it has entered into a definitive agreement to acquire Express Scripts (ESRX) for $67 billion.
What to Expect from the Healthcare Sector in 2H17
The healthcare sector has been the second-largest gainer in the S&P 500 Index (SPY) so far this year.
How the Dow Jones Industrial Average Has Performed
The Dow Jones Industrial Average Index has a YTD return of 10.5%. It offers a dividend yield of 2.4% at a PE (price-to-earnings) ratio of 20.4x.
Eli Lilly in 2Q17: Oncology Products Lose Revenues
Alimta sales fell ~12.0% to $532.9 million in 2Q17 compared to $607.1 million in 2Q16.
Bristol-Myers Squibb Reported Revenue Growth in 1Q17
Bristol-Myers Squibb (BMY) reported 12% growth in its top line to ~$4.93 billion during 1Q17 due to 13% operational growth in its revenues
Health Sector Overview: Week of June 5–9, 2017
In the week ending June 9, 2017, the Health Care Select Sector SPDR Fund (XLV) saw a rise of 0.13%.
Performance of Eli Lilly’s Endocrine Products in 1Q17
Humalog reported growth of 17% to $708.4 million during 1Q17, compared to $606.3 million for 1Q16.
3M Gets Order from the United States Army
On May 18, 2017, 3M (MMM) said it received orders from the United States Army for PELTOR TEP-100 earplug kits and PELTOR ComTac communication headsets.
Medicare Business Expected to Drive WellCare Health Plans’ Margin Growth
In 1Q17, WellCare Health Plans’ (WCG) Medicare Health Plans business reported revenues close to $1.1 billion, which represents year-over-year growth of ~12.4%.
Medicaid Business—A Key Revenue Driver for WellCare Health Plans in 2017
In 1Q17, WellCare Health Plans’ (WCG) Medicaid business reported revenues close to $2.6 billion, which equals year-over-year growth of ~11.8%.
Analysts’ Recommendations for WellCare Health Plans in May 2017
On April 28, 2017, WellCare Health Plans (WCG) completed the acquisition of Universal American Corp. This deal added 119,000 Medicare Advantage members from several major markets
Healthcare Moves Have Been Muted, but Could We Get a Surprise?
Rising interest rates don’t negatively affect healthcare as much as some other industries. But it has still underperformed since the US elections.
Eli Lilly & Co.’s Developments in 1Q17
In 1Q17, Eli Lilly and Boehringer Ingelheim launched Synjardy XR tablets in the US for patients with type 2 diabetes.
Why Centene’s Health Benefit Ratio Improved in 1Q17
Centene (CNC) has projected its health benefit ratio (or HBR) for the full year 2017 to fall in the range of 87.0% to 87.5%.
Centene Saw Robust Rise in Medicaid Enrollments in 1Q17
In 1Q17, around 12.1 million members were enrolled in Centene’s (CNC) various healthcare plans, which is a year-over-year (or YoY) rise of around 600,000 beneficiaries.
UnitedHealth Group Witnessed Robust Customer Growth in 1Q17
In 1Q17, UnitedHealth Group’s (UNH) UnitedHealthcare business witnessed a 2.5 million year-over-year increase in customers.
OptumRx Continues to Boost UnitedHealth’s Pharmacy Care Services
In its bid to control healthcare costs, UnitedHealth Group’s (UNH) OptumRx segment has been actively deploying data analytics across its Optum platform.
Optum360: Will It Become UnitedHealth’s Key Growth Driver?
Optum360, UnitedHealth Group’s (UNH) hospital revenue cycle management solution, is expected to reach $60.0 billion in billings for clients and partner organizations.
How Could Trump’s Presidency Affect Hospitals and Insurance?
The effects of repealing Obamacare Donald Trump is definitely not in favor of the Affordable Care Act, known as Obamacare. As he wants to repeal the act completely and replace it with another policy, the hospital sector fell on November 9, the day after the election. Trump believes that providing healthcare facilities to illegal immigrants costs […]
Why Is the ClearBridge Aggressive Growth Fund Lagging behind Peers?
SHRAX has been a below average YTD performer. The past year until October 14 was hard on the fund. It placed dead last among the 12 peers in this review.
What Saved the Day for the ClearBridge Aggressive Growth Fund?
The ClearBridge Aggressive Growth Fund Class A has risen by 1.6% in 2016. This places it right in the middle of the pack of our 12 funds in this review.
How 3M Company’s Products Look After Your Health
Revenues from 3M Company’s (MMM) Healthcare segment rose from 16.7% ($5 billion) of total annual revenue in 2011 to 17.5% ($5.4 billion) in 2015.
Behind OptumHealth’s and OptumInsight’s Strong Revenue Growth in 1Q16
UnitedHealth Group’s healthcare delivery business, OptumHealth, managed to earn $4 billion revenues in 1Q16, which represents a YoY growth of about 22%.
What You’ll Want to Know about Anthem’s Guidance for 2016
In its 1Q16 conference call, Anthem updated its 2016 revenue guidance to $81 billion–$82 billion—higher than the previous projection by about $1 billion.
Information Technology, Energy Helped AMCPX Have a Superb 1Q16
The American Funds AMCAP Fund Class A (AMCPX) rose 0.4% in 1Q16. In the past year, the fund rose 1.2%, again the highest among its peers.
What Subsidy Eligible Membership Could Mean for Centene’s Public Exchange Revenues
Centene managed to increase its public exchange membership from 75,000 members in 2015 to 146,000 members in 2015.
SPY Heavy as UnitedHealth Group Forewarned Profit
The Health Care Select Sector SPDR ETF tumbled -1.7% on November 19 after UnitedHealth Group lowered its profit expectations for 2015 and cut its earnings forecast.
What Are UnitedHealth Group’s Growth Opportunities?
To strengthen their presence in international markets, health insurance companies have been involved in mergers and acquisitions with local insurance companies in these markets.
Why UnitedHealth Group’s Net Profit Margins Fell
In 3Q15, despite a rise of total revenues by 27% year-over-year, which includes 10% organic growth, UnitedHealth Group reported a decline of about 1% in net profit margins.
Uncertainty Moved US Financial Markets Last Week
US financial markets were unable to make up their minds last week about the possible outcome of the Federal Reserve meeting.
PerkinElmer and Mallinckrodt Help Bottom Ten Stocks in XLV
PerkinElmer (PKI) with a return of 5.94% was the best performer of XLV’s bottom ten stocks.
Is the Treasury Yield Curve Getting Flatter?
For corporates issuing high-grade bonds, the yield curve getting flatter can lead to issuance of longer-duration bonds.
Is UnitedHealth Group a Better Partner for Cigna?
Based on market capitalization, UnitedHealth Group appears to be a stronger partner for Cigna.
Centene–Health Net Entity Could Be Medicaid Leader
Centene aims to position itself as a leader in the fast-growing Medicaid market. Health Net’s acquisition will add ~1.7 million Medicaid members to the company’s portfolio.
Humana’s Commercial Enrollments Face Pressure in 1Q15
Humana’s (HUM) revenues from commercial enrollments increased by 28.4%, from $2.2 billion in 1Q14 to $2.8 billion in 1Q15.
Should Markets Be Happy or Worried about April FOMC Statement?
Should the markets be happy about a later-than-expected rate hike? Or should they be worried that the FOMC’s optimism may spell the end of their golden run?
What Stage of the Business Cycle Are We In Now?
Looking at the US economy for the last three years might help us understand which phase of the business cycle the US economy is in right now.
Key Takeaways from UnitedHealth Group 1Q15 Earnings
UnitedHealth Group (UNH) posted its 1Q15 earnings on April 16, 2015. Following the release, UnitedHealth Group’s share price increased by 3.6%.
What Are Centene’s Key Risks?
Centene (CNC) faces a unique combination of business risks as well as risks specific to the health industry (IYH). Centene has a highly concentrated business mix.
Anthem: Mergers and Acquisitions Target Medicaid, Medicare
Anthem’s mergers and acquisitions strategy mainly targets the company’s government-sponsored business.
Medical Care Ratio – Centene Compared to Its Peers
For health insurance companies, the medical care ratio is the ratio of total money spent on healthcare claims to premiums earned—adjusted for tax and regulatory expenses.
Anthem’s Medical Care Ratio Improves, Boosts Profit Margin
Anthem’s medical care ratio declined from 87.8% in 2013 to 83.1% in 2014, as a result of its favorable enrollment mix.
Specialty Services: How Does Centene Manage Them?
Aside from the standard healthcare policies, players—like Centene—in the private health insurance industry (IYH) also offer specialty insurance.
What’s Centene’s Business Strategy?
Centene’s business strategy focuses on improving the quality of its services. It provides services to the uninsured and underinsured population in 22 states in the US.
Cigna: Global Supplemental Benefits Earn 9% of Revenues
Cigna’s (CI) Global Supplemental Benefits segment accounts for about 9% of the company’s total revenues.
Cigna: International Expansion Key to Growth Strategy
International expansion is a hallmark of Cigna’s business. Cigna has inked deals in Turkey, Belgium, Brazil, Japan, Taiwan, Thailand, et cetera.