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 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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