Seriously guys, are we cooked? Is there some genius plan to split up and sell off the company in parts so some of us keep our jobs or is ELT going to run it into the ground through AI, offshoring, and layoffs?
13 replies (most recent on top)
I wonder if last month's $3 billion debt offering is to ensure we have dry powder to buy every share when the ticker goes below $300
https://www.stblaw.com/about-us/news/view/2025/06/20/unitedhealth-completes-$3-billion-notes-offering
@hd Unfortunately, I don’t think so and neither do the investors. Historically, this was a bellwether stock, part of the DJIA so it’s no surprise to see various high profile investors. Nor is it a surprise to see people jumping in at this price point - buy a blue chip at a discount. But the stock is stuck at the $300 mark - something is really wrong because insiders are still very bearish.
This is my thought only - Witty took his million dollar check to Maralago in January. “Doctor” Oz has significant holdings in UNH stock. And the VA is trying to outsource healthcare. What’s the likelihood that VA shifts care and administration to United/Optum (Optum already doing VA disability reviews) and that Medicare Advantage shifts significantly more business in the same direction? Just a thought, but seems like the administration is in the pockets of more than one corporation
@a8 just like chase bank huh?
@a4 >
Hemsley was Witty's boss. What was he doing before May 2025 and what is the new plan (other than layoffs and offshoring)? The stock is flat showing a disconnect between old guard investors and the market. Institutional shareholders needed to demand the BOD hire a new CEO and did the opposite.
@a4 I don’t think they will bounce back like they did with the Ingenix situation. Why do I think that? Well, if we believe half of what is posted here they appear to have gutted their industry expertise both on the business side and tech. Offshore to where they can take advantage of the exchange rates, taxes and less regulation.
I also find it interesting that they had no one in the wings to take over leadership - they had to bring back someone that was retired with some knowledge of how the business works. But one person cannot hold this ship upright. I suspect it will become a shell of what it once was.
For everyone that counts on this company I hope I am wrong.
We're not cooked. Face it, we're too big to fail.
The integrity of our work is going down rapidly and the back log is enormous in some departments. The end result is not promising at this point.
Something is happening, but what? It’s been too quiet.
I agree, for a stock like this to be down this much for this long - something has investors spooked good.
Not until our Integrity is out the window. Our new CEO has done this dog and pony show before. He will steer the company correctly but hopefully get rid of poorly executing executives, VPs and middle managers/directors. We need fresh strategies and higher collaboration. We need to rid of those who are just mouth pieces to failed strategies. We need to rid of island silos of resistance fighters holed up during Covid… of course until we have systemic problems billing Medicare, then we will head to the roads of Enron.
It never added up. They will just have to report financials by business instead of the black box way they have been doing things. Not unique to this company all industries are running into the same wall
It doesn’t look good. Something is not adding up.