核心观点 - 自2023年12月4日UnitedHealthcare部门CEO在纽约市遇害以来，UnitedHealth Group (UNH) 股价持续下跌 公司股价的下滑不仅导致道琼斯指数创下50年来最长连跌纪录，还受到华盛顿对药房福利管理公司(PBMs)的压力影响[2][3] 股价表现 - 公司股价自12月4日以来下跌20%，周四下跌2.1%至489.25美元，年初至今下跌7%[3] - 股价在周三的交易中在200周移动平均线附近找到买盘兴趣，这一指标在2020年疫情低点以来两次提供了显著支撑[1][6] 技术分析 - 200周移动平均线提供了历史支撑，股价在2020年3月和2022年4月两次跌破该指标后，分别反弹41%和19%[6] - 关键支撑位包括460美元和430美元，关键阻力位包括550美元和610美元[1][7][8] 行业影响 - 本周早些时候，立法者公布了一项联邦支出法案，其中包括一系列针对PBMs的提案，重点关注价差定价、回扣和报告透明度 分析师认为该法案为PBMs提供了充足的时间调整业务实践，对健康保险公司盈利的影响最小[3]

Shares of the major healthcare plan provider UnitedHealth Group Incorporated (UNH) have plunged 15.9% in the past three-month period, outperforming the industry’s decline of 17.5%. However, this decline prompts investors to question whether to maintain their positions or sell their shares.Peers such as Elevance Health, Inc. (ELV) and Centene Corporation (CNC) also experienced declines of 31.9% and 23.6%, respectively, in the past three months. The S&P 500 Index rose 6.5% in the same time frame.UNH’s 3-Month ...

WASHINGTON, DC - NOVEMBER 05: Patrons enter a CVS Pharmacy on November 5, 2024 in Washington, DC. ... [+] The pharmacy and other nearby businesses were preemptively boarded out of fear of violence following the election results. (Photo by Tim Nwachukwu/Getty Images)Getty ImagesHealth insurance companies have been in the limelight lately after the shooting of Brian Thompson, the CEO of the medical insurance arm of UNH. Furthermore, a news report suggesting that a bipartisan group of lawmakers may introduce l ...

UnitedHealth Group CEO Andrew Witty authored an op-ed calling for health care reform after his colleague, UnitedHealthcare CEO Brian Thompson, was murdered last week in a targeted attack on his way to the company's annual investor day in New York City. Witty's guest essay was published Friday in The New York Times, and he wrote that while he and his colleagues appreciate the "outpouring of support for Brian," who ran UnitedHealth Group's insurance division, they are also "struggling to make sense of this un ...

The chief executive officer of UnitedHealthcare’s parent company acknowledged in a New York Times op-ed on Friday that the “health system does not work as well as it should” while condemning the “vitriol” directed at the industry in the wake of the murder of CEO Brian Thompson.Andrew Witty, the British former pharmaceutical executive who has held the CEO position at UnitedHealth Group since February 2021, reacted on Friday to the deluge of social media posts celebrating the Dec. 4 killing of Thompson in Mid ...

Andrew Witty, CEO, UnitedHealth Group, testifies during the Senate Finance Committee hearing titled "Hacking America's Health Care: Assessing the Change Healthcare Cyber Attack and What's Next," in Dirksen building on Wednesday, May 1, 2024.UnitedHealth Group CEO Andrew Witty on Friday mourned the death of Brian Thompson, who led the company's insurance arm, and acknowledged that the U.S. healthcare system is "flawed" and in need of reform. "We know the health system does not work as well as it should, and ...

One of the most publicized stories of the year has been the murder of UnitedHealth Group (NYSE: UNH) medical insurance division CEO Brian Thompson.The executive was shot before an investor conference in midtown Manhattan on the morning of December 4. At present, Luigi Mangione, a 26-year-old data engineer is the prime suspect — having been arrested on December 9 after a tip from an Altoona McDonalds (NYSE: MCD) employee.  Following the arrest, the price of a UNH share was approximately $560, after a 2.39% m ...

Shares of companies owning pharmacy benefit managers fell on Wednesday after the introduction of a bipartisan bill that would force health insurers or drug middlemen to divest their pharmacy businesses.CVS Health’s Caremark, Cigna’s Express Scripts and UnitedHealth Group’s Optum control the majority of pharmacy benefit management (PBMs) in the US, while their parent companies also operate health insurance businesses.Shares of all three companies were down between 4.8% to 5.5% after the Wall Street Journal f ...

Shares of UnitedHealth Group (UNH -4.76%) were pulling back again today on reports that the Senate is working on a bill that would force health insurers like UnitedHealth to divest their pharmacy benefit managers (PBMs) within three years.As a result, the stock was trading down 5% at 11:44 a.m. ET. Other health insurance stocks, including Cigna and CVS Health, were down on the news as well. Regulators are comingThe bill, which was reported by The Wall Street Journal, appears to have bipartisan support, as i ...

UnitedHealth Group logo displayed on a laptop screen is seen in this illustration photo taken in ... [+] Krakow, Poland on February 22, 2024. (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesWhen you deny care, you push people to their limit. While the motive for the shooting of Brian Thompson, the CEO of the UnitedHealth Group’s medical insurance segment, is unknown, the outrage on social media is clear. [1] UNH stock has taken an 8% hit in a week, amid the outrage. Notably, medi ...