UnitedHealth Group (UNH)
2026-04-22
Recap: Q1 2026
The Sandbagged Floor Gets Beaten and Raised: $7.23 Tops a Reset Street by ~$0.70, MCR Falls to 83.9%, and the FY26 Guide Goes Up $0.50 a Quarter In
2026-01-28
Recap: Q4 2025
The Washout Is the Setup: A Sandbagged 2026 Floor and a Cleared Deck Turn the Risk/Reward
2025-10-29
Recap: Q3 2025
Stabilization Arrived On Schedule, But the Rally Got There First: 89.9% MCR In Line, FY Floor Nudged to “At Least $16.25”
2025-07-30
Recap: Q2 2025
The Kitchen-Sink Reset: 89.4% Medical Care Ratio, an FY Guide Gutted to “At Least $16,” and a Franchise Priced for Crisis