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UnitedHealth (UNH) is down about 48% from its all-time high.
The final 2027 CMS Medicare Advantage rate was set at 2.48%, exceeding initial expectations.
KEY POINTS
- This rate unlocks approximately $1 billion in incremental 2027 operating profit for UnitedHealth.
- Management expects $24B+ operating earnings and a 30bps Medical Cost Ratio improvement in 2026.
- Optum Insight continues to deliver over 22% margins, supporting resilient earnings despite insurance headwinds.
COMPANIES
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