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Stock Market & Financial Investment News

News Breaks
July 10, 2014
07:11 EDTHUM, MOH, WLP, CI, UNH, AET, WCG, CNC, HNTAetna, WellPoint top large-cap Managed Care picks at Jefferies
Jefferies calls Aetna (AET) and WellPoint (WLP) its favorite large-cap picks in the Managed Care space, with Health Net (HNT) its favored name in the small to mid-cap space. The firm believes the market is already expecting strong Q2 results from the sector, and it downgraded UnitedHealth (UNH) to Hold from Buy on valuation and below-peer earnings growth. Jefferies has Buy ratings on Aetna, Health Net, Molina Healthcare (MOH) and WellPoint.
News For AET;WLP;HNT;UNH;MOH;CNC;CI;HUM;WCG From The Last 14 Days
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April 22, 2015
08:31 EDTHUMHumana realigns financial reporting segments
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April 21, 2015
09:02 EDTHUMHumana at Home acquires Your Home Advantage, terms not disclosed
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April 17, 2015
08:04 EDTCNCCentene's Nurtur receives full URAC accreditation
Centene announced that Nurtur, its health and wellness subsidiary, received full Disease Management Accreditation from URAC, a Washington, DC-based healthcare accrediting organization that establishes quality standards for the healthcare industry.
April 16, 2015
12:37 EDTUNHOn The Fly: Top stock stories at midday
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07:19 EDTUNHOptions expected to be active: NFLX SNDK UNH PNRA C GS SLB
06:08 EDTUNHUnitedHealth added 1.6M more people domestically in the past year
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06:08 EDTUNHUnitedHealth reports Optum revenue $12.8B
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06:06 EDTUNHUnitedHealth reports Q1 medical care ratio down 140 basis points to 81.1%
The first quarter operating cost ratio of 16.6% increased 20 basis points year-over-year due to higher growth in services businesses. The first quarter tax rate of 43.3% increased 130 basis points year-over-year due to higher levels of nondeductible ACA fees. First quarter days sales outstanding of 13 days increased 1 day year-over-year, due to higher growth in government programs. Days claims payable was flat year-over-year at 47 days.
06:05 EDTUNHUnitedHealth says Catamaran combination to contribute 30c to 2016 earnings
06:05 EDTUNHUnitedHealth raises FY15 EPS to $6.15-$6.30 from $6.00-$6.25, consensus $6.21
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06:01 EDTUNHUnitedHealth reports Q1 EPS $1.46, consensus $1.35
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April 15, 2015
14:46 EDTUNHUnitedHealth technical notes before earnings
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14:21 EDTUNHUnitedHealth April volatility elevated into Q1 and outlook
UnitedHealth April call option implied volatility is at 58, May is at 26, June is at 23; compared to its 26-week average of 22 according to Track Data, suggesting large near term price movement into the expected release of Q1 results on April 16.
11:51 EDTUNHExpress Scripts down 2% as Walgreens speaks at analyst day
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April 13, 2015
10:58 EDTHUM, UNH, WCG, AET, MOH, CI, CNC, HNTCigna, Humana seen as potential takeover targets in Managed Care space
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10:00 EDTUNHOn The Fly: Analyst Upgrade Summary
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07:33 EDTWCG, UNH, MOH, HUM, HNT, CNC, CI, AETJefferies sees low probability of WellCare, Centene buyouts
After running several acquisition scenarios for the Managed Care space, Jefferies says potential takeovers of WellCare (WCG) and Centene (CNC) are "hard to justify." The firm estimates acquirers will only be able to generate 1%-3% accretion from buying either company at a 20% premium to current share prices. The deal that makes the most financial sense is Aetna (AET) buying Cigna (CI), Jefferies says today in a note to investors. Also financially attractive would be a buyout of Humana (HUM) by either Anthem (ANTM) or Aetna, the firm adds. After analyzing the Managed Care space, it upgraded this morning shares of UnitedHealth (UNH) to Buy from Hold with a $141 price target. Jefferies also has Buy ratings on Aetna, Anthem, Health Net (HNT) and Molina Healthcare (MOH).
07:03 EDTUNHUnitedHealth upgraded to Buy from Hold at Jefferies
Jefferies upgraded UnitedHealth to Buy saying the company's outlook continues to improve. It believes headwinds are turning to tailwinds in UNH's Medicare Advantage business and raised its price target for shares to $141 from $106.

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