UnitedHealth Group Incorporated
- Health insurance companies fell sharply after the Trump administration proposed to keep Medicare Advantage rates flat in 2027.
The Centers for Medicare and Medicaid proposed to raise insurance rates 0.09% in 2027, sharply lower than the 4% estimated by several analysts.
UnitedHealth Group, Humana, CVS Health, Molina Healthcare, Centene, and Elevance Health dropped between 5% and 14%.
Separately, UnitedHealth reported weaker-than-expected fourth-quarter results and issued a softer guidance for the current quarter.
Revenue increased to $113.2 billion from $100.8 billion, net income attributable to shareholders fell to $10 million from $5.5 million, and diluted earnings per share dropped to 1 cent from $5.98 a year ago.
The company's performance in the fourth quarter was negatively impacted by costs related to cyber attacks ($799 million), restructuring and other charges ($2.5 billion), and gains from portfolio divestiture ($442 million).
The net negative impact on the quarterly net earnings was $1.6 billion or $1.78 billion.
Jan 27, 2026
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