UnitedHealth slumps to 6-month low on Medicare payment rates, 2026 revenue forecast
Shares of health insurer UnitedHealth UNH.N fall 20% to $283.42, hitting a six-month low
Co expects 2026 revenue to exceed $439 billion, a 2% YoY decline and below analysts' estimate of $454.6 billion - data compiled by LSEG
CMS, late on Monday, said Medicare Advantage (MA) payment rates would rise by just 0.09% in 2027, while analysts had been expecting an increase of as much as 6%
"Following today's print and last night's 2027 advance MA rate notice, we grow increasingly concerned about UNH's fundamental story as the narrative becomes more complicated; today should see significant pressure," says Baird
UNH reports Q4 adj. profit of $2.11 per share vs estimate of $2.10
Peers Humana HUM.N fall 20%, CVS Health CVS.N down 11%
In 2025, UNH shares fell ~35%, HUM gained ~1%, while CVS surged ~77%
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