公司业绩 - 2023年，Optum Health在全面负责价值导向的护理方面服务了超过900,000名患者[13] - 2023年，UnitedHealthcare在医疗保险和商业保险方面新增了超过1.7百万名消费者[13] - 公司最近同意出售巴西业务，以便更好地专注于其他增长机会[21] - 公司在数字参与方面的努力取得了显著成效，移动应用的安装量同比增长超过100%[23] - 公司对2024年的竞争环境和Medicare Advantage计划做出了长期和稳健的规划[61],[63],[65] 财务表现 - Optum和UnitedHealthcare的收入分别增长了14%和13%[32] - 2023年的现金流为290亿美元，1.3倍于净收入[42] - 公司对2024年的利润目标感到非常满意，特别是对新患者群体的发展和业务表现感到乐观[120] 医疗费用支出 - 上市公司财报电话会议中提到，医疗费用支出的关键指标是每日索赔支付天数，这一指标在季度内有所下降，但与去年同期相比有所增加[70] - 在第四季度，医疗费用支出的加速增长主要是由于提供商索赔提交时间的加快和十月份的索赔强度增加所致[71] - 公司在第四季度遇到了1亿美元的不利医疗费用发展，主要是由于与呼吸相关的活动和住院COVID患者的每例成本增加所致[72] 未来展望 - 2024年的展望与今年的情况相当，符合分析师的预期[57],[58] - 公司对2024年的业务前景感到非常乐观，特别是在UnitedHealthcare和Optum Rx方面，有望取得持续稳定的增长。[94][99] - 公司对2024年的承诺充满信心，专注于增长支柱，提供有意义的创新，并在市场和运营方面保持纪律[151]

股价表现 - 联合健康集团股票在今天的道琼斯指数中表现不佳，尽管股价已经回落至盘前的较大跌幅[1] - 截至目前，UNH股价下跌了3%，至523.01美元，并跌破了其80日移动平均线，这也是股价最近的回调[1] - 今天的股价走势并没有阻止乐观的经纪人们，没有看到任何分析师的调整[3] 期权市场 - 在期权市场上，迄今为止已经交易了1.8万手认购期权和1万手认沽期权，总成交量是通常情况下的6倍[2] - 截止今日到期的周期权1/12 230行权价认购期权是最受欢迎的，有新头寸在那里卖出[2] 分析师评级 - 在20家公司的覆盖范围内，有19家持有“买入”或更好的评级，而12个月的一致价格目标为601.26美元，比当前水平高出15.6%[3]

财务数据 - Q4 2023分析师预期为94.4亿美元，同比增长5%，达到92.1亿美元[1] - 调整后的每股收益为6.16美元，营收达到82.8亿美元，同比增长14%，调整后的每股收益为5.34美元[2] 公司展望 - 公司首席执行官表示，UnitedHealth Group准备充分，将继续努力改善患者护理和消费者体验，实现强劲和平衡的增长[4]

About this content About Stephen Gunnion Stephen Gunnion is a senior financial journalist and broadcaster at Proactive Investors. He has more than 25 years of experience in television, radio and print media, anchoring on a number of television channels including South Africa's Business Day TV, CNBC Africa and the South African Broadcasting Corporation, where he was the economics editor. He has also worked for Daily Maverick, Bloomberg, the Business Day newspaper and Investors' Chronicle. Read more About the ...

UnitedHealth Group (UNH) came out with quarterly earnings of $6.16 per share, beating the Zacks Consensus Estimate of $5.98 per share. This compares to earnings of $5.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 3.01%. A quarter ago, it was expected that this largest U.S. health insurer would post earnings of $6.33 per share when it actually produced earnings of $6.56, delivering a surprise of 3.63%. Over the last four ...

UnitedHealth Group reported $23 billion in 2023 profits and $5.7 billion in net income for the ... [+] fourth quarter as its diversified portfolio of health insurance products and provider services grew by double-digit percentages. In this photo is UnitedHealth Group Inc. headquarters stands in Minnetonka, Minnesota, U.S., on Wednesday, March 9, 2016. . Photographer: Mike Bradley/Bloomberg © 2016 Bloomberg Finance LP UnitedHealth Group reported $22 billion in 2023 profits and $5.5 billion in net income for ...

Shares of UnitedHealth Group Inc. UNH, +0.38% slipped 0.2% in premarket trading Friday, after the health insurer reported higher-than-expected fourth-quarter medical costs, but earnings that beat forecasts. Net income rose to $5.46 billion, or $5.83 a share, from $4.76 billion, or $5.03 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $6.16 beat the FactSet consensus of $5.98. Revenue grew 14.1% to $94.43 billion, well above the FactSet consensus of $92.13 billio ...

财报预测 - UnitedHealth Group将在周五早上开始医疗保健公司的财报季[1]

联合健康集团业绩预测 - 联合健康集团（UNH）将于2024年1月12日发布2023年第四季度业绩，预计会有持续增长的会员数量支持其季度表现[1] - 上一季度，UNH的UnitedHealthcare业务部门的营收同比增长12.7%，运营收入同比增长20.9%[3] - 预计第四季度UNH的医疗成本会保持上升，导致医疗护理比率增加，但公司仍有望实现年度增长[6]

UnitedHealth Group Incorporated (UNH) is supported by the improving performance of government business, owing to increasing premiums and numerous contract wins. The pursuit of buyouts, a solid financial position and a robust 2023 outlook are other tailwinds. Optimistic Growth Projections The Zacks Consensus Estimate for UnitedHealth Group’s 2023 earnings and revenues is pegged at $24.95 per share and $368.9 billion, respectively, indicating an improvement of 12.4% and 13.8% from the year-ago reported figure ...