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UnitedHealth Insiders Double Down: Is UNH Stock a Value Play?

  • UnitedHealth experienced a nearly 50% stock decline between mid-April and mid-May 2025 amid leadership change and regulatory scrutiny in the U.S.
  • The decline followed CEO Andrew Witty's May 13 departure for personal reasons and reports of a federal criminal probe into Medicare Advantage practices.
  • The company narrowly missed first quarter earnings estimates, faced two gap-downs breaking long-term support near $447, and insiders including new CEO Stephen Hemsley bought shares.
  • Hemsley owns over 1.1 million shares valued around $350 million and recently purchased an additional $25 million stake, which analysts call a "strong signal" of positive asymmetry.
  • These events indicate a potential near-term rebound amid ongoing volatility, scrutiny, and one of the most challenging turnarounds any healthcare insurer has faced.
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Managed Healthcare Executive broke the news in on Sunday, May 18, 2025.
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