UnitedHealth facing challenges with potential Medicaid loss, while Centene sees significant drop in shares

UnitedHealth Group Incorporated (UNH) is facing challenges as federal subsidies are set to be eliminated, potentially causing 11.8 million Americans to lose Medicaid coverage by 2034. UNH’s Medicare Advantage membership increased by 6.3% in Q1 2025. Centene Corporation (CNC) withdrew its 2025 earnings guidance due to enrollment shifts and higher costs, causing a 41.2% drop in shares. UNH’s Medicaid membership declined in recent years, while Medicare Advantage enrollment has increased. UNH’s valuation shows a forward P/E ratio of 12.99 and a Value Score of A. The Zacks Consensus Estimate for UNH’s 2025 earnings is $22.07 per share, a 20.2% decrease from the previous year.

Read more at Zacks Investment Research: UnitedHealth Under Fire as Medicaid & Centene Bombshell Rattle Sector – July 4, 2025