Talk of Flu Season, OptumInsight Colors UnitedHealth 4Q Earnings Call

  • Jan 20, 2023

    During the company’s recent conference call to discuss fourth-quarter and full-year 2022 financial results, UnitedHealth Group executives touched on subjects ranging from the historically bad flu season to the future of the company’s data analytics division. All in all, equities analysts declared the health care giant to be on strong footing as 2023 gets underway — a positive sign, they say, for a managed care sector that tends to follow where UnitedHealth leads. 

    “Within MCOs, there is little fundamental concern,” Jefferies analysts advised investors on Jan. 17, with each MCO’s earnings per share (EPS) likely to see a compound annual growth rate of about 12% through 2024. And while UnitedHealth shares are priced at a “nearly unprecedented 35% premium” relative to its peers, the analysts suggested that the diversified firm’s OptumInsight and OptumHealth divisions “make a case for the widening spread.” 

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  • Leslie Small

    Leslie has been reporting and editing in various journalism roles for nearly a decade. Most recently, she was the senior editor of FierceHealthPayer, an e-newsletter covering the health insurance industry. A graduate of Penn State University, she previously served in editing roles at newspapers in Pennsylvania, Virginia and Colorado.

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