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Analysts Welcome UnitedHealth CEO Change as Company’s Shares Tank

  • May 16
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    May 16, 2025

    While UnitedHealth Group’s stock price declined by more than 15% following the May 13 announcement that the company had replaced CEO Andrew Witty and suspended its financial guidance for this year, Wall Street analysts and other industry observers applauded the move, which they viewed as appropriate considering UnitedHealth’s dismal first-quarter performance.

    “United is and always has been heavily focused on quarterly earnings,” Joe Paduda, principal of Health Strategy Associates, LLC, tells AIS Health, a division of MMIT. Profit and loss managers, he adds, “are acutely aware of their numbers and fully understand their obligation is to deliver on their forecast. It is difficult indeed to comprehend how United could have been unaware it would miss projections as badly as it did.”

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    • 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.

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