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Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake Completely Sold
24/7 Wall St.91d agoneutral
Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake Completely Sold

For years, investors treated Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) as the market’s ultimate “follow-the-smart-money” signal. If Buffett bought, retail investors paid attention. If he sold, Wall Street usually started asking uncomfortable questions. Now Berkshire Hathaway has given investors another one to chew on. According to Berkshire’s latest SEC 13F filing, the conglomerate completely exited its ... Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake C

Berkshire Exit Puts UnitedHealth Valuation And Medicare Reset In Focus
Simply Wall St.92d agoneutral
Berkshire Exit Puts UnitedHealth Valuation And Medicare Reset In Focus

Berkshire Hathaway has fully exited its position in UnitedHealth Group (NYSE:UNH) under Greg Abel's leadership. The sale removes a high profile institutional investor from UnitedHealth's shareholder base. The move is separate from recent earnings, guidance, or valuation developments for UnitedHealth Group. For investors watching UnitedHealth Group at a current share price of $393.85, Berkshire Hathaway's exit comes after a period of strong recent stock performance. NYSE:UNH is up 3.7% over...

Berkshire Added Positions in Delta and Macy’s During Abel’s First Quarter as CEO
The Wall Street Journal92d agoneutral
Berkshire Added Positions in Delta and Macy’s During Abel’s First Quarter as CEO

Berkshire Hathaway took new positions in Delta Air Lines and Macy’s during its first quarter with Greg Abel as chief executive. The company also exited its positions in Amazon.com Domino’s Pizza, Mastercard Visa and UnitedHealth Group among others, during the March quarter. The exited holdings, all on the smaller side in Berkshire’s stock portfolio, might have been positions managed by former investment manager Todd Combs.

Forget UnitedHealth: Two Stocks To Buy Now
24/7 Wall St.93d agobullish
Forget UnitedHealth: Two Stocks To Buy Now

UnitedHealth Group (NYSE:UNH) is back in every headline, riding a 31.24% one-month bounce off a 9.38% Q1 EPS beat that had Reddit cheering a “UnitedHealth +7% premarket” rally on April 21. But here’s what you should actually be watching. Why The UNH Bounce Looks Like a Trap One quarter does not undo the damage. Full-year ... Forget UnitedHealth: Two Stocks To Buy Now

The Dow Hasn't Closed Above 50,000 Since February
Barrons.com93d agoneutral
The Dow Hasn't Closed Above 50,000 Since February

The Dow, among the oldest stock market indicators, was up as much as 500 points today, or nearly a percent. The index could use some more semiconductor stocks. It would help the Dow keep up with S&P 500 and Nasdaq, which have clocked in one all-time high after another.

Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?
24/7 Wall St.93d agobullish
Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?

Roughly a year ago, 24/7 Wall St. ran a piece titled Forget UnitedHealth. Cardinal Health Is the Best Healthcare Stock to Buy Right Now, arguing that Cardinal Health (NYSE: CAH) was the safer healthcare bet while UnitedHealth Group (NYSE: UNH) reeled from a Department of Justice probe, a leadership shake-up, and a 50% drawdown. Twelve ... Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?

Dow Surges Back Above 50,000
Barrons.com94d agobullish
Dow Surges Back Above 50,000

Stocks opened higher after a pair of healthy economic reports, with the Dow getting a boost to 50,000 from Cisco’s strong earnings. The Dow was up 0.8%, to trade at 50,080.30. The picture for the U.S. economy is positive, with retail sales coming in healthy and jobless claims showing the labor market continues to hum.

It’s a Growth Stock World—and Nothing Is Going to Change That
Barrons.com95d agoneutral
It’s a Growth Stock World—and Nothing Is Going to Change That

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
Insider Monkey95d agoneutral
Here’s What Analysts Are Saying About UnitedHealth Group (UNH)

UnitedHealth Group Incorporated (NYSE:UNH) is one of the top “blue chip” stocks that were suddenly on fire in April. JPMorgan lifted the price target on UnitedHealth Group Incorporated (NYSE:UNH) to $420 from $389 on April 28, reiterating an Overweight rating on the shares. UnitedHealth Group Incorporated (NYSE:UNH) also received a rating update from Goldman Sachs on […]

Optum Rx Pricing Shift Puts New Focus On UnitedHealth Group Valuation
Simply Wall St.96d agoneutral
Optum Rx Pricing Shift Puts New Focus On UnitedHealth Group Valuation

Optum Rx, part of UnitedHealth Group, has rolled out a new fee-based pharmacy benefit management model that removes traditional volume-linked drug pricing. The model is paired with digital tools that show prescription level cost estimates to payers and patients. This change is intended to increase pricing clarity, align incentives across the drug supply chain, and influence how pharmacy benefits are structured. For investors watching NYSE:UNH, this move comes with the stock at a share price...

Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.
Barrons.com96d agoneutral
Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

UnitedHealth Group (UNH) Valuation Check After Earnings Beat Guidance Lift And Prior Authorization Cuts
Simply Wall St.99d agoneutral
UnitedHealth Group (UNH) Valuation Check After Earnings Beat Guidance Lift And Prior Authorization Cuts

UnitedHealth Group (UNH) has been in focus after first quarter 2026 earnings, a higher full year earnings outlook, and plans to cut prior authorization requirements, while analysts highlighted the stock following these updates. See our latest analysis for UnitedHealth Group. The stock has reacted strongly to the first quarter earnings update and guidance lift, with a 30 day share price return of 20.15% and 90 day share price return of 33.65%. However, the 1 year total shareholder return is...