STAT+: A telling UnitedHealth chart, and the Medicare Advantage earthquake

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Source: STAT News

Original: https://www.statnews.com/2026/02/02/unitedhealth-earnings-forecast-medicare-adva...

Published: Mon, 02 Feb 2026 16:54:09 +0000

UnitedHealth Group is downsizing for the first time in a long time in 2026, albeit only marginally.[5] The company is reducing its revenue by 2% to $439 billion, while shedding unprofitable members in the Medicare Advantage and Affordable Care Act programs, as well as selling medical clinics and provider assets.[5] Despite declining revenue, UnitedHealth plans to increase adjusted earnings by at least 9% to $17.75 per share.[5] The company faces challenges related to coding in the Medicare Advantage program, which has been the focus of regulatory attention.[6] The changes in Medicare Advantage policy are expected to be significant for the entire health insurance industry.[6] UnitedHealth recorded $1.6 billion in costs in the fourth quarter of 2025 due to a cyberattack on its Change Healthcare subsidiary, widespread layoffs and contract losses at Optum Health's provider groups.[5]