Optum Dominates UnitedHealth’s Investor Day, Growth Strategy

  • Dec 03, 2021

    UnitedHealth Group’s Investor Day presentation, Wall Street analysts came away with the distinct impression that the company’s Optum division — which now comprises 52% of its overall earnings — was the “star of the show.”

    UnitedHealth’s annual investor day “featured a heavy dose of the integration and collaboration” between Optum and UnitedHealthcare, the company’s health insurance division, to drive its long-term target of 13% to 16% earnings per share (EPS) growth, Citi analyst Ralph Giacobbe wrote in a Nov. 30 note to investors.

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  • Leslie Small

    Leslie has been working in journalism since 2009 and reporting on the health care industry since 2014. She has covered the many ups and downs of the Affordable Care Act exchanges, the failed health insurer mega-mergers, and hundreds of other storylines spanning subjects such as Medicaid managed care, Medicare Advantage, employer-sponsored insurance, and prescription drug coverage. As the managing editor of Health Plan Weekly and Radar on Drug Benefits, she writes and edits for both publications while overseeing a small team of reporters who also focus on the managed care sector. Before joining AIS Health, she was a senior editor for the e-newsletter Fierce Health Payer, and she started her career as a copy editor at multiple local newspapers. She graduated with a dual degree in journalism and political science from Penn State University.

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