Buffett Just Bought the Dip--Is This Health Giant the Comeback Play of the Year?
Warning! GuruFocus has detected 5 Warning Sign with UNH.
The health insurance heavyweight is navigating one of the roughest stretches in its history. A top executive was murdered late last year. In April, the company slashed its full-year outlook, then replaced its CEO with former chief Stephen Hemsley. Most recently, UnitedHealth issued a fresh profit forecast that came in below every single analyst estimatea stunning reversal for a business that had beaten expectations for over 60 straight quarters.
So what broke the streak? UnitedHealth underestimated how quickly Americans would return to using medical servicesand set premiums too low as a result. Meanwhile, changes in government-subsidized coverage and payment models are eating into margins. If this trend holds, 2025 could mark the first annual adjusted EPS decline in nearly 20 years. Still, Buffett and Tepper stepping in suggests they see something others don't: a dominant business under temporary pressure, with long-term upside hiding in the wreckage.
This article first appeared on GuruFocus.
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