UnitedHealth slumps 20% on 2026 revenue decline outlook and Medicare-rate surprise
TL;DR Summary
UnitedHealth Group dropped about 20% after it forecast a at-least-2% revenue decline for 2026 and issued a subdued earnings outlook (EPS at least $17.75, medical-care ratio ~88.8%), while a smaller-than-expected Medicare Advantage rate increase and ongoing investigations added to investor concern.
- UnitedHealth’s stock falls 20% after saying it expects revenue to decline in 2026 MarketWatch
- UnitedHealth Triggers an Uncomfortable Reality Check Yahoo Finance
- UnitedHealth posts modest earnings beat, soft revenue guidance as insurer plots turnaround CNBC
- UnitedHealth limps into 2026 with a smaller business and fresh challenges statnews.com
- UnitedHealth Stock Plummets 20% After Earnings. Why Soft Revenue Isn’t the Only Problem. Barron's
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