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3 Dow Jones Stocks to Consider Right Now
StockStory82d agoneutral
3 Dow Jones Stocks to Consider Right Now

The Dow Jones (^DJI) is packed with iconic businesses that have built strong brands and durable market positions. A select few continue to thrive, delivering solid returns and proving their resilience in an evolving market.

Here’s Why UnitedHealth (UNH) Slid in Q1
Insider Monkey82d agoneutral
Here’s Why UnitedHealth (UNH) Slid in Q1

Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]

UnitedHealth to Reduce Pediatric Prior Authorizations
The Wall Street Journal82d agoneutral
UnitedHealth to Reduce Pediatric Prior Authorizations

UnitedHealth Group plans to stop requiring doctors to get approvals for an array of pediatric procedures, tests and services, further cutting back on a process that has long been detested by physicians and patients.

Berkshire Exit Puts Spotlight On UnitedHealth Risks Rewards And Valuation
Simply Wall St.83d agoneutral
Berkshire Exit Puts Spotlight On UnitedHealth Risks Rewards And Valuation

Berkshire Hathaway has exited its position in UnitedHealth Group, selling its remaining stake in NYSE:UNH. The sale comes as UnitedHealth continues to work through regulatory issues and implements changes such as Optum Rx's transparent pharmacy benefit model. Berkshire's exit is being watched closely as a potential signal of shifting institutional sentiment toward UnitedHealth's risk and return profile. UnitedHealth Group, trading at around $382.53, sits at the center of US managed care and...

UnitedHealth (UNH) Gets Higher Price Target from Bernstein Amid EPS Recovery Outlook
Insider Monkey83d agoneutral
UnitedHealth (UNH) Gets Higher Price Target from Bernstein Amid EPS Recovery Outlook

UnitedHealth Group Incorporated (NYSE:UNH) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Bernstein raised the firm’s price target on UnitedHealth Group Incorporated (NYSE:UNH) to $492 from $444 and maintained an Outperform rating on the shares. The new target implies 27% upside potential. The firm said […]

The Bull Case For UnitedHealth Group (UNH) Could Change Following Optum Rx’s New Transparent PBM Model
Simply Wall St.84d agoneutral
The Bull Case For UnitedHealth Group (UNH) Could Change Following Optum Rx’s New Transparent PBM Model

Earlier this week, UnitedHealth Group’s Optum Rx unit launched a transparent, fee-based pharmacy care model that removes spread pricing and ties fees to per‑member payments, aiming to align incentives for patients and plan sponsors. This shift toward clearer pharmacy pricing has attracted supportive analyst commentary, highlighting how reforming the PBM model could influence UnitedHealth’s broader healthcare earnings mix. Now we’ll examine how Optum Rx’s transparent pharmacy model may...

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More
24/7 Wall St.84d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Bernstein Maintains Outperform Rating on UnitedHealth (UNH) Following PBM Transparency Push
Insider Monkey84d agobullish
Bernstein Maintains Outperform Rating on UnitedHealth (UNH) Following PBM Transparency Push

UnitedHealth Group Incorporated (NYSE:UNH) ranks among the best stocks for a couch potato portfolio. On May 15, Bernstein SocGen Group maintained its Outperform rating and $444 price target for UnitedHealth Group Incorporated (NYSE:UNH). The firm touched on UnitedHealth’s recently introduced transparent pharmacy benefit manager (PBM) approach, which aims to improve clarity, reliability, and cost in […]

Optum Rx Transparency Shift And What It May Mean For UNH Valuation
Simply Wall St.85d agoneutral
Optum Rx Transparency Shift And What It May Mean For UNH Valuation

Optum Rx, the pharmacy benefits unit of UnitedHealth Group (NYSE:UNH), has introduced a new transparent, fee-based pharmacy care model. The model separates Optum Rx’s compensation from drug list prices and prescription volumes, focusing instead on a clear service fee structure. This change marks a shift in how pharmacy benefits are priced and delivered, with implications for patients, employers, and health plans. For a company the size of UnitedHealth Group, which operates across insurance,...

SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks
24/7 Wall St.85d agoneutral
SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks

Most investors buy Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) because the fund’s reputation tells them they are buying diversification. SCHD has 105 holdings, screens hard on dividend quality, and charges 0.06%. The retiree who built an income sleeve around SCHD usually has not read the holdings list. Read the list and the diversification story bends: ... SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks

Intel, Exxon, and 10 More Stocks That Explain Today’s Market
Barrons.com85d agoneutral
Intel, Exxon, and 10 More Stocks That Explain Today’s Market

This breakneck tech rally still has legs—and it’s driving the stock market higher. The tech rally was being driven by chip stocks again, as Intel climbed 2.8%, Micron Technology jumped 6%, and Sandisk added 3.3% ahead of the opening bell. The on-again, off-again talks between the U.S. and Iran have led to oil prices sliding—and oil stocks were weighing on the S&P 500 and the Dow.

Is UnitedHealth Group Incorporated (UNH) One of the Best Medical Stocks to Invest in According to Billionaires?
Insider Monkey85d agoneutral
Is UnitedHealth Group Incorporated (UNH) One of the Best Medical Stocks to Invest in According to Billionaires?

UnitedHealth Group Incorporated (NYSE:UNH) is one of the best medical stocks to invest in according to billionaires. UnitedHealth Group Incorporated (NYSE:UNH) reported on May 11 that Optum Rx announced a new pharmacy care model that changes the pricing and delivery of pharmacy benefits by replacing the traditional approach of prices set by manufacturers or prescription […]

UnitedHealth Group (UNH) – Among the 12 Best Dividend Stocks to Invest in According to Hedge Funds
Insider Monkey87d agoneutral
UnitedHealth Group (UNH) – Among the 12 Best Dividend Stocks to Invest in According to Hedge Funds

With an annual dividend yield of 2.31%, UnitedHealth Group Incorporated (NYSE:UNH) is included among the 12 Best Dividend Stocks to Invest in According to Hedge Funds. UnitedHealth Group Incorporated (NYSE:UNH) is a health care and well-being company with team members in two distinct and complementary businesses – its insurance wing, UnitedHealthcare, and its health services segment, Optum. […]

Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet
Simply Wall St.87d agoneutral
Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet

Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused...