Optum Dominates UnitedHealth’s Investor Day, Growth Strategy
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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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