Overview

• UnitedHealth launched a direct-to-consumer digital platform in September to help members compare and choose health plans more easily.
• Q2 2025 revenue reached nearly $112 billion, up 13% year over year, with Optum contributing $67.2 billion.
• The company reaffirmed 2025 adjusted EPS guidance of at least $16, while noting potential near-term pressure from the Amedisys integration.
• UnitedHealth is withdrawing from select Medicare Advantage offerings, including nearly 200,000 full-market exits, with actions affecting about 600,000 PPO members and commissions pulled on certain PPO plans.
• The firm continues to face a criminal probe into Medicare billing as investor confidence holds with a $1.57 billion Berkshire Hathaway stake, Buy ratings from Truist ($365) and UBS ($378), and reported insider share purchases.