Wire
State Judge in UnitedHealthcare CEO Murder Case Blocks Mangione Backpack Evidence, CNBC Reports
State Judge in UnitedHealthcare CEO Murder Case Blocks Mangione Backpack Evidence, CNBC Reports
$UNH
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Wire
UnitedHealth Group Shares Drop After Berkshire Sell Stake in Health Firm
UnitedHealth Group (UNH) shares fell 2.2% in early trading on Monday after Berkshire Hathaway (BRK.A, BRK.B) disclosed in a regulatory filing on Friday that it had sold all of its stake in the healthcare company.In August 2025, Berkshire had acquired about 5 million shares UnitedHealth.Trading volume stood at over 9.6 million against a daily average of around 8.5 million.Price: $386.30, Change: $-7.53, Percent Change: -1.91%
$BRK.A$BRK.B$UNH
US Markets
Stocks Fall Pre-Bell as Traders Monitor US-Iran Tensions, Await Nvidia Earnings
The benchmark US stock measures were tracking in the red before the opening bell Monday as investors monitor the ongoing US-Iran tensions and await the latest financial results of tech bellwether Nvidia (NVDA) later in the week.The S&P 500 declined 1.3%, the Dow Jones Industrial Average dropped 0.6% and the Nasdaq was off 0.1% in premarket activity. The indexes finished Friday trading lower.Tensions between the US and Iran remain in focus amid no apparent progress toward a peace deal between the two sides. President Donald Trump said in a social media post on Sunday that the "clock is ticking" for Iran to agree to a deal and that "they better get moving, fast, or there won't be anything left of them."Iran's semi-official Fars news agency said the US has set five main conditions for a peace deal, including transferring uranium tied to Tehran's nuclear program to Washington, Bloomberg News reported. Iran's Mehr news agency reportedly said the US has offered "no tangible concessions" to Tehran.A drone attack caused a fire at a nuclear power plant in the United Arab Emirates on Sunday, while Saudi Arabia said it intercepted three drones that entered from Iraqi airspace, according to CNBC.West Texas Intermediate crude oil rose 0.8% to $106.27 a barrel before the open, while Brent was up 0.7% to $110.08.Nvidia is scheduled to release its latest quarterly results after the markets close on Wednesday. "We fully expect the leading supplier of AI silicon will again exceed estimates and guide above Street given continued positive data points through (the calendar first quarter)," Wedbush Securities said in a Monday client note.Retail giants Walmart (WMT), Home Depot (HD), TJX (TJX), Lowe's (LOW) and Target (TGT) are also expected to announce their earnings this week.Treasury yields were trending higher in premarket action, with the two-year rate increasing 0.4 basis points to 4.09% and the 10-year rate adding 0.8 basis points to 4.6%.Monday's thin economic calendar has the housing market index for May at 10 am ET. Federal Reserve Bank of Atlanta interim President Cheryl Venable is slated to speak at 8:30 am.Shares of LiveRamp (RAMP) jumped 27% pre-bell after the data collaboration platform agreed to be acquired by French advertising and public relations firm Publicis Groupe in an all-cash deal with an enterprise value of about $2.17 billion. ServiceNow (NOW) was up nearly 3% while UnitedHealth (UNH) fell 4.9%.Gold slipped 0.4% to $4,544 per troy ounce, while bitcoin fell 2% to $76,723.
Dow JonesNasdaq CompositeS&P 500$HD$LOW$NOW$NVDA$RAMP$TGT$TJX$UNH$WMT
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of Unitedhealth Group
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $440 from $385, 24x our 2026 EPS estimate (up $0.11 to $18.36; 2027 estimate up $0.64 to $20.76), a premium to UNH's 10-year historical forward average of 19.4x. Our target multiple is above most peers to reflect strong FCF generation, balance sheet strength, scale advantages, and a diversified business model across health insurance, pharmacy benefit management, health care technology and analytics, and outpatient facility networks. We are upgrading our 12-month fundamental outlook for the managed health care sub-industry to neutral from negative, with UNH and peers taking steps to improve profitability via increased medical premiums, strategic portfolio shifts/exits, and heightened focus on cost control within an elevated medical cost landscape. We anticipate that these actions may improve margins and profitability looking ahead to 2027-2028 and think valuations could gradually improve.
$UNH
Wire
UnitedHealthcare to Standardize Electronic Prior Authorization Requirements
UnitedHealth Group's (UNH) UnitedHealthcare said Friday that more than half of its prior authorization volume will be included in an industrywide effort to standardize submission requirements for electronic prior authorization.The company said it expects that proportion to rise to more than 70% by the end of 2026.The new standardized documentation process will apply across UnitedHealthcare's commercial, Medicare Advantage and Medicaid offerings, the company said.It added that it will be working aggressively to add more services and further reduce prior authorization requirements and volumes over the next several months.Price: $352.70, Change: $-1.81, Percent Change: -0.51%
$UNH
Wire
UnitedHealth Group Likely at Inflection Point After Strong Q1, Oppenheimer Says
UnitedHealth Group (UNH) could be at an inflection point as its operational initiatives gain traction and the rate/trend balance turn more favorable, Oppenheimer said in a note Tuesday.The company posted strong Q1 results, with adjusted earnings and revenue both higher year over year, and raised its adjusted EPS outlook to greater than $18.25 from its prior guidance of $17.75, the brokerage said.Early trends for UnitedHealth's segments exceeded expectations, Oppenheimer said, noting the OptumHealth division's outperformance. The Q1 results also absorbed higher operating costs with $900 million in incentive-comp and other investments, according to the note.The brokerage raised its 2026 EPS estimate for UnitedHealth to $18.27 from $17.77 previously.Oppenheimer increased its price target on UnitedHealth to $405 from $385, with an outperform rating.Price: $354.41, Change: $+8.40, Percent Change: +2.43%
$UNH
Wire
UnitedHealth Group's Turnaround Underway With Q1 Outperformance, Morgan Stanley Says
UnitedHealth Group's (UNH) better-than expected Q1 earnings and its surprise increase in 2026 EPS guidance are signs that the company's turnaround has started, and momentum is expected to continue with solid execution, Morgan Stanley said in a Wednesday note.The outperformance of Optum Health suggests that operational investments made in H2 of last year are beginning to pay off, along with improvements to contracts, Morgan Stanley analysts said.Artificial intelligence improvements, such as generative AI chatbot Avery and AI platform Optum Real, are reducing administrative burdens and improve clinical workflows, the analysts said. UnitedHealth is focused on the near-term impact of the AI tools, expecting the investments to provide a 2:1 financial return over the next few years, with many initiatives achieving payback within 12 to 18 months, the analysts noted.Morgan Stanley increased its projected 2026 EPS for UnitedHealth to $18.27 from $17.77 and 2027 EPS to $20.95 from $20.45.Morgan Stanley reiterated the company's stock as a "top pick" with rating of overweight and increased the price target to $395 from $375.Price: $357.73, Change: $+11.72, Percent Change: +3.39%
$UNH
Wire
Raymond James Adjusts Price Target on UnitedHealth Group to $370 From $330, Maintains Outperform Rating
UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $378.54, according to analysts polled by FactSet.Price: $356.14, Change: $+10.13, Percent Change: +2.93%
$UNH
Wire
Piper Sandler Lifts Price Target on UnitedHealth Group to $420 From $403
UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $378.54, according to analysts polled by FactSet.Price: $354.22, Change: $+8.20, Percent Change: +2.37%
$UNH
Wire
Bernstein Raises Price Target on UnitedHealth Group to $444 From $411
UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $378.54, according to analysts polled by FactSet.Price: $354.22, Change: $+8.20, Percent Change: +2.37%
$UNH
Research
Argus Upgrades UnitedHealth Group to Buy From Hold, Price Target is $400
UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $377.58, according to analysts polled by FactSet.
$UNH
Research
Goldman Sachs Adjusts Price Target on UnitedHealth Group to $435 From $400, Maintains Buy Rating
UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $377.58, according to analysts polled by FactSet.
$UNH
US Markets
Correction: Wall Street Logs Back-to-Back Losses Amid US-Iran Talks Uncertainty
(Corrects the day to Tuesday in first para)Equities on Wall Street fell for a second straight session on Tuesday amid doubts over a fresh round of negotiations between the US and Tehran.The three main US stock indexes lost 0.6% each, with the S&P 500 closing at 7,064. The Nasdaq Composite ended at 24,260, while the Dow Jones Industrial Average settled at 49,149.4. Barring energy, all sectors were in the red, led by real estate.Shortly after market close, US President Donald Trump announced the extension of a two-week ceasefire deal with Iran, though he said the naval blockade of Iranian ports will continue. The truce was announced on April 7.Pakistan Prime Minister Shehbaz Sharif and Field Marshal Asim Munir asked for an extension, Trump said in a Truth Social post.The blockade of the crucial Strait of Hormuz had fueled uncertainty around a second round of discussions between Washington and Iran, likely to be held in Pakistan, CNN reported Tuesday. US Vice President JD Vance's plans to depart for Islamabad had reportedly been put on hold amid Iran's reluctance to participate in peace talks.West Texas Intermediate crude oil was last up 1.7% at $88.90 per barrel, while Brent climbed 3.5% to $98.82.US Treasury yields were higher, with the 10-year rate up 4.5 basis points at 4.30% and the two-year rate rising 6.5 basis points to 3.79%.Meanwhile, Kevin Warsh said the Federal Reserve, under his leadership, would be independent from the White House, CNBC reported. He made the remarks at his Senate Banking Committee confirmation hearing. Warsh is Trump's Fed chair nominee.In economic news, US retail sales last month logged the largest rise since March 2025 amid a surge in spending at gasoline stations as the Middle East conflict boosted energy prices, official data showed."We expected that the headline (figure) would be gaudy due to the increase in gas prices and a pickup in unit auto sales, but the strength in other categories was surprising," Jefferies said in a note. "There is no evidence here that higher gasoline prices have motivated the consumer to tighten the belt elsewhere just yet."US pending home sales increased more than expected in March despite higher mortgage rates, data from the National Association of Realtors showed.In company news, Apple (AAPL) shares fell 2.5%, among the worst performers on the Dow. The iPhone maker said late Monday that Tim Cook will step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO.Tractor Supply (TSCO) shares tumbled nearly 12%, the steepest decline on the S&P 500. The retailer logged first-quarter results that missed Wall Street's projections amid a below-average performance of its companion animal product business.UnitedHealth Group (UNH) raised its full-year earnings outlook, as the health insurance giant recorded an unexpected annual increase in its first-quarter results. The company's shares jumped 7%, the biggest gainer on the Dow and among the best performers on the S&P 500.D.R. Horton's (DHI) fiscal second-quarter results came in better than expected, though the homebuilder tempered its full-year revenue outlook. The company's shares advanced 5.8%, among the biggest gains on the S&P 500.Gold was down 2.1% at $4,726.10 per troy ounce, while silver dropped 4.4% to $76.53 per ounce.
Dow JonesNasdaq CompositeS&P 500$AAPL$DHI$TSCO$UNH
US Markets
Wall Street Logs Back-to-Back Losses Amid US-Iran Talks Uncertainty
Equities on Wall Street fell for a second straight session on Wednesday amid doubts over a fresh round of negotiations between the US and Tehran.The three main US stock indexes lost 0.6% each, with the S&P 500 closing at 7,064. The Nasdaq Composite ended at 24,260, while the Dow Jones Industrial Average settled at 49,149.4. Barring energy, all sectors were in the red, led by real estate.Shortly after market close, US President Donald Trump announced the extension a two-week ceasefire deal with Iran, though he said the naval blockade of Iranian ports will continue. The truce was announced April 7.Pakistan Prime Minister Shehbaz Sharif and Field Marshal Asim Munir asked for an extension, Trump said in a Truth Social post.The blockade of the crucial Strait of Hormuz had fueled uncertainty around a second round of discussions between Washington and Iran, likely to be held in Pakistan, CNN reported Tuesday. US Vice President JD Vance's plans to depart for Islamabad had reportedly been put on hold amid Iran's reluctance to participate in peace talks.West Texas Intermediate crude oil was last up 1.7% at $88.90 per barrel, while Brent climbed 3.5% to $98.82.US Treasury yields were higher, with the 10-year rate up 4.5 basis points at 4.30% and the two-year rate rising 6.5 basis point to 3.79%.Meanwhile, Kevin Warsh said the Federal Reserve, under his leadership, would be independent from the White House, CNBC reported. He made the remarks at his Senate Banking Committee confirmation hearing. Warsh is Trump's Fed chair nominee.In economic news, US retail sales last month logged the largest rise since March 2025 amid a surge in spending at gasoline stations as the Middle East conflict boosted energy prices, official data showed."We expected that the headline (figure) would be gaudy due to the increase in gas prices and a pickup in unit auto sales, but the strength in other categories was surprising," Jefferies said in a note. "There is no evidence here that higher gasoline prices have motivated the consumer to tighten the belt elsewhere just yet."US pending home sales increased more than expected in March despite higher mortgage rates, data from the National Association of Realtors showed.In company news, Apple (AAPL) shares fell 2.5%, among the worst performers on the Dow. The iPhone maker said late Monday that Tim Cook will step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO.Tractor Supply (TSCO) shares tumbled nearly 12%, the steepest decline on the S&P 500. The retailer logged first-quarter results that missed Wall Street's projections amid a below-average performance of its companion animal product business.UnitedHealth Group (UNH) raised its full-year earnings outlook, as the health insurance giant recorded an unexpected annual increase in its first-quarter results. The company's shares jumped 7%, the biggest gainer on the Dow and among the best performers on the S&P 500.D.R. Horton's (DHI) fiscal second-quarter results came in better than expected, though the homebuilder tempered its full-year revenue outlook. The company's shares advanced 5.8%, among the biggest gains on the S&P 500.Gold was down 2.1% at $4,726.10 per troy ounce, while silver dropped 4.4% to $76.53 per ounce.
Dow JonesNasdaq CompositeS&P 500$AAPL$DHI$TSCO$UNH
Asia Markets
US Equity Indexes Fall as Vance's Trip to Pakistan on Hold Ahead of Iran Ceasefire Deadline
US equity indexes fell on Tuesday, while crude oil futures jumped as President Donald Trump reportedly extended the Iran ceasefire deal until Tehran submits a "unified proposal" to end the war.The Nasdaq Composite fell 0.3% to 24,334.81, with the S&P 500 down 0.6% to 7,064.01 and the Dow Jones Industrial Average lower by 0.6% to 49,149.38. All three gauges traded higher earlier in the session. All sectors except energy fell. Real estate, utilities, and industrials led the decliners.Trump said he has extended the ceasefire until Tehran submits a proposal to end the conflict permanently, CNN reported late Tuesday. The ceasefire was due to expire on Wednesday evening ET. Trump said he will continue the US blockade of Iranian ports.Trump said the extension was warranted as Tehran's government is "seriously fractured," CNBC reported.Vice President JD Vance was set to leave Tuesday morning for Pakistan, the expected location for the US-Iran talks, but his trip has been put on hold, CNN reported. The US blockade of the Strait of Hormuz has contributed to the ongoing uncertainty surrounding a second round of talks, CNN cited sources as saying.West Texas Intermediate crude oil futures climbed 2.8% to $92.13, and Brent crude futures advanced 1.6% to $96.98.Most US Treasury yields rose, with the 10-year up 4.8 basis points to 4.3% and the two-year climbed 6.9 basis points to 3.79%.Gold futures declined 2.3% to $4,718.1 and silver futures dropped 4.7% to $76.28.In economic news, US retail sales rose 1.7% in March, above the 1.4% increase expected in a Bloomberg-compiled survey and following the previous month's revised 0.7% gain. Removing both motor vehicles and a 15.5% surge in gasoline station sales, retail sales were up 0.6% in March, the same as in February.Pending home sales rose by 1.5% in March, above the 0.5% increase expected in a survey compiled by Bloomberg and following a 2.5% increase in February, according to the National Association of Realtors. The monthly sales index was down 1.1% from March 2025.In company news, UnitedHealth Group (UNH) raised its full-year earnings outlook on Tuesday, as the health insurance giant recorded an unexpected annual increase in its Q1 results. Shares jumped 7%, among the top gainers on the S&P 500 and the Dow.D.R. Horton's (DHI) fiscal Q2 results came in better than expected, although the homebuilder tempered its full-year revenue outlook. Shares advanced 5.8%, among the S&P 500's outperformers.Moody's (MCO) said Tuesday that it is deepening its partnership with Microsoft (MSFT) by embedding its credit intelligence into Microsoft 365 Copilot and other AI-driven enterprise tools, expanding its presence across financial workflows. Shares of Microsoft rose 1.5%, among the Dow's leaders.Apple (AAPL) shares fell 2.5%, among the Dow's laggards, a day after the company said that Tim Cook will become executive chairman after a nearly 15-year stint as chief executive officer, effective Sept 1.
Dow JonesNasdaq CompositeS&P 500$AAPL$DHI$MCO$MSFT$UNH
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of Unitedhealth Group Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $385 from $335, 21.1x our 2026 EPS estimate (up to $18.25 from $17.86; 2027 estimate up $0.02 to $20.12), a small premium to UNH's five-year historical forward average of 20.3x, justified by our expectations of steady earnings improvement in the near term from the company's turnaround efforts. UNH's share repurchase activity (at least $2B anticipated by the end of Q2) supported a Q1 EPS beat, and management signaled further buybacks ahead, as the share price remains over 40% below all-time highs in late 2024 despite an over 35% rally since March 27. We expect medical cost trends will remain elevated in the near term despite some improvement in comparable results (MCR of 83.9% vs. 84.8% in Q1 2025). Though consolidated operating margin dipped to ~8.1% from 8.3% in the prior-year quarter, we note an encouraging 40 bps of margin expansion for the UnitedHealthcare (insurance) segment to 6.6% in Q1.
$UNH
Sectors
Sector Update: Health Care Stocks Softer Late Afternoon
Health care stocks declined late Tuesday afternoon, with the NYSE Health Care Index down 1% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.9%.The iShares Biotechnology ETF (IBB) decreased 1%.In corporate news, Passage Bio (PASG) faces a tougher path after US regulators told the company it will need to run a randomized study to support approval of its experimental treatment PBFT02, a move that adds time, cost, and uncertainty, Wedbush said Tuesday in a report. Wedbush downgraded Passage Bio's stock to neutral from outperform and cut its price target to $8 from $32. Passage Bio shares dropped 2.9%.Merck (MRK) and Japanese health care company Eisai said Tuesday that phase 3 trials of two drug combinations failed to meet primary endpoints of progression-free survival and overall survival as a first-line treatment of patients with advanced clear cell renal cell carcinoma compared with Keytruda plus Lenvima. Merck shares fell 3.7%.UnitedHealth Group (UNH) raised its full-year earnings outlook on Tuesday as the health insurance giant recorded an unexpected annual increase in its first-quarter results. Its shares jumped past 7%.Quest Diagnostics (DGX) shares popped more than 4% after it reported higher Q1 adjusted earnings and net revenue and raised its 2026 outlook.
$DGX$MRK$PASG$UNH
US Markets
Equities Fall Intraday, Oil Jumps Amid Uncertainty Around US-Iran Talks
US benchmark equity indexes were lower intraday, while oil prices rose amid uncertainty around the prospects of a fresh round of negotiations between Washington and Iran.The S&P 500 was down 0.4% at 7,084.3 after midday Tuesday, while the Nasdaq Composite fell 0.3% to 24,337.3. The Dow Jones Industrial Average shed 0.2% to 49,339.2. Barring energy and consumer discretionary, all sectors were in the red, led by real estate.West Texas Intermediate crude oil was up 4.7% at $93.80 per barrel, while Brent rose 4.2% to $99.52.The blockade of the crucial Strait of Hormuz by the US has contributed to the ongoing uncertainty around a second round of discussions between Washington and Iran, as the deadline for a recently announced ceasefire looms, CNN reported Tuesday, citing sources. US Vice President JD Vance, who was expected to leave for Pakistan earlier in the day, was still in Washington for meetings, unnamed sources told the news outlet.The US is "going to end up with a great deal" with Iran to end the war, CNBC reported, citing President Donald Trump. He reportedly doesn't expect to extend the ceasefire due to expire Wednesday.US Treasury yields were higher intraday, with the 10-year rate up 4.4 basis points at 4.29% and the two-year rate rising 6.3 basis point to 3.78%.In economic news, US retail sales last month logged the largest rise since March 2025 amid a surge in spending at gasoline stations as the Middle East conflict boosted energy prices, official data showed."We expected that the headline (figure) would be gaudy due to the increase in gas prices and a pickup in unit auto sales, but the strength in other categories was surprising," Jefferies said in a note. "There is no evidence here that higher gasoline prices have motivated the consumer to tighten the belt elsewhere just yet."US pending home sales increased more than expected in March despite higher mortgage rates, data from the National Association of Realtors showed."Contract signings rose in March despite higher mortgage rates, pointing to pent-up housing demand," NAR Chief Economist Lawrence Yun said. "A greater supply of inventory will help translate that demand into more home sales."In company news, Apple (AAPL) shares were down 2.6%, among the worst performers on the Dow. The iPhone maker said late Monday that Tim Cook will step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO.Tractor Supply (TSCO) shares tumbled nearly 11% intraday Tuesday, the steepest decline on the S&P 500. The retailer logged first-quarter results that missed Wall Street's projections amid a below-average performance of its companion animal product business.UnitedHealth Group (UNH) raised its full-year earnings outlook, as the health insurance giant recorded an unexpected annual increase in its first-quarter results. The company's shares were up 8.9%, the biggest gainer on the S&P 500 and the Dow.D.R. Horton's (DHI) fiscal second-quarter results came in better than expected, though the homebuilder tempered its full-year revenue outlook. The company's shares jumped 7.2%, among the best performers on the S&P 500.Gold was down 2.1% at $4,730 per troy ounce, while silver dropped 4.1% to $76.74 per ounce.
Dow JonesNasdaq CompositeS&P 500$AAPL$DHI$TSCO$UNH
Sectors
Sector Update: Health Care Stocks Softer Tuesday Afternoon
Health care stocks declined Tuesday afternoon, with the NYSE Health Care Index down 1.1% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.7%.The iShares Biotechnology ETF (IBB) decreased 0.7%.In corporate news, Merck (MRK) and Japanese health care company Eisai said Tuesday that phase 3 trials of two drug combinations failed to meet primary endpoints of progression-free survival and overall survival as a first-line treatment of patients with advanced clear cell renal cell carcinoma compared with Keytruda plus Lenvima. Merck shares fell 3.9%.UnitedHealth Group (UNH) raised its full-year earnings outlook on Tuesday as the health insurance giant recorded an unexpected annual increase in its first-quarter results. Its shares jumped past 8%.Quest Diagnostics (DGX) shares popped 4% after it reported higher Q1 adjusted earnings and net revenue and raised its 2026 outlook.
$DGX$MRK$UNH
Sectors
Sector Update: Health Care
Health care stocks declined Tuesday afternoon, with the NYSE Health Care Index and the State Street Health Care Select Sector SPDR ETF (XLV) each shedding 0.9%.The iShares Biotechnology ETF (IBB) fell 1%.In corporate news, UnitedHealth Group (UNH) raised its full-year earnings outlook on Tuesday as the health insurance giant recorded an unexpected annual increase in its first-quarter results. Its shares jumped past 8%.
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