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UnitedHealth's Crown Jewel At Risk: Analyst Warns Optum Health Could Be 'Structurally Impaired' By Medicare Rule Changes - UnitedHealth Group (NYSE:UNH)

Summary by Benzinga
A leading Managed Care Analyst at Baird, Michael Ha, has a warning against UnitedHealth Group Inc.’s (NYSE:UNH) prized Optum Health division, which he believes could see headwinds as a result of recent government changes to Medicare Advantage risk coding. Optum Health Could Be ‘Structurally Impaired’ Speaking on The Real Eisman Playbook podcast, with host Steve Eisman on Tuesday, Ha said the company's issues go beyond cyclical cost pressures or …

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Benzinga broke the news in New York, United States on Wednesday, September 24, 2025.
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