‘A Lot to Prove to Investors’: Analysts Ponder UnitedHealth’s Future

May 23
May 23, 2025

Although UnitedHealth Group dismissed a recent Wall Street Journal article that the Dept. of Justice (DOJ) has been investigating the company since last summer for potential criminal Medicare fraud, Wall Street analysts said the report adds another headache for one of the world’s largest health care companies. UnitedHealth a day earlier had pulled its financial guidance and replaced its CEO.

Wolfe Research analysts wrote in a May 19 note that the past five weeks have “been unprecedented for UNH from both an operational & stock price performance standpoint” and added that “we expect it will take time for both earnings and investor sentiment to begin recovering.” However, they noted “we are confident in a path to recovery” in the company’s Medicare Advantage and projected adjusted earnings per share (EPS) next year of $26, up from an anticipated $21.75 this year.
Read more
© 2025 MMIT

Tim Casey

Tim has been a reporter and editor for newspapers, websites and magazines for more than 20 years, including 10 years covering health care business topics. He has a deep knowledge of the managed care industry and pharmacy benefit management. He also has experience covering medical conferences and clinical and legislative health care issues. In 2014, the Society for Advancing Business Editing and Writing selected Tim as one of 15 journalists to participate in a national symposium on the Affordable Care Act. Tim has a B.A. in Psychology from the University of Notre Dame and an M.B.A. from Georgetown University.