1. UNH reaffirms 2025 adjusted EPS target of at least $16.00. 2. 78% of Medicare Advantage members will have 4+ star plans. 3. The Amedisys acquisition will dilute 2025 EPS due to costs. 4. UNH shares rose 3.35%, up over 30% in the past month. 5. Despite gains, UNH is still down 35% year-to-date.
Reaffirmed EPS targets indicate stability, despite dilution from acquisition costs. Historically, similar reaffirmations led to stock recoveries.
The reaffirmation of EPS and star ratings directly affects investor perception and long-term value, making it highly relevant.
Immediate investor confidence from EPS reaffirmation can lead to short-term gains. Previous rebounds occurred shortly after strong operational guidance.