UnitedHealth Is Cutting Medicare Advantage Plans. Here Is Where UNH Stock Could Be Headed Next.

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costs.Make a 4.5% One-Month Yield Shorting Shopify Cash-Secured OTM PutsPlug Power Stock is Up 287% Since This Insider Buy, and Here’s What PLUG Options Are Telling Us NowGovernment Shutdown, OpenAI Conference and Other Can't Miss Items this WeekOur exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!UnitedHealth stock remained resilient following the announcement and is currently up more than 50% versus its year-to-date low in early August.www.barchart.comUNH’s announcement arrives at a time when the broader Medicare Advantage market is showing clear signs of stress with enrollment growth dramatically slowing to just 3% between 2024-2025.This industry-wide challenge is further evidenced by similar actions from other major insurers like Aetna and Humana (HUM).Medicare Part B premiums are projected to rise 11.6% to $206.50 next year, while the deductible is expected to increase 12% to $288, adding to the financial pressures facing both insurers and beneficiaries.In a recent press release, UnitedHealth’s head of government programs emphasized that the current market conditions have become increasingly unsustainable, necessitating portfolio adjustments to maintain financial stability.While UNH shares have remained rather resilient after the Medicare Advantage announcement, options data paint a more cautious picture for investors.In the near term, the expected move through the end of this week is 2.91%, capped between $349.71 and $370.69.Given the mounting headwinds, from regulatory tightening and federal funding cuts to rising Medicare Advantage costs and slowing Advantage enrollment, downside risk sure appears more probable.Meanwhile, longer-dated options expiring Jan. 16 reflect a broader range between $409.44 and $310.96, also indicating investor uncertainty.With peers like Aetna and Humana also retreating from Medicare Advantage, and Part B premiums set to jump more than 11%, sentiment may skew bearish as portfolio pressures intensify and margin compression looms.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,770.50 +9.00 (+0.13%)Dow Futures46,895.00 +43.00 (+0.09%)Nasdaq Futures25,086.25 +47.00 (+0.19%)Russell 2000 Futures2,479.30 +5.80 (+0.23%)VIX17.24 +0.87 (+5.31%)Gold4,032.70 +28.30 (+0.71%)PortfolioSign in to access your portfolioSign inTop gainersDGNX Diginex Limited 24.20 +4.40 (+22.22%)TMC TMC the metals company Inc. 9.28 +1.56 (+20.21%)RGC Regencell Bioscience Holdings Limited 20.05 +2.80 (+16.23%)QURE uniQure N.V. 57.92 +5.01 (+9.47%)JHX James Hardie Industries plc 21.72 +1.63 (+8.11%)Top losersPTON Peloton Interactive, Inc. 7.31 -1.03 (-12.35%)MFH Mercurity Fintech Holding Inc. 32.01 -3.78 (-10.56%)SANM Sanmina Corporation 125.62 -14.38 (-10.27%)FLNC Fluence Energy, Inc. 13.83 -1.43 (-9.37%)FORM FormFactor, Inc. 38.83 -3.74 (-8.79%)Most activeOPEN Opendoor Technologies Inc. 9.29 +0.00 (+0.03%)PLUG Plug Power Inc. 3.8700 -0.2600 (-6.30%)DNN Denison Mines Corp. 2.8500 +0.0400 (+1.42%)RGTI Rigetti Computing, Inc. 43.91 +2.20 (+5.27%)F Ford Motor Company 11.92 -0.78 (-6.14%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersPOET POET Technologies Inc. 7.88 +1.50 (+23.51%)ORCL Oracle Corporation 284.24 -7.35 (-2.52%)BURU Nuburu, Inc. 0.4750 +0.2200 (+86.27%)GLTO Galecto, Inc. 17.92 +14.21 (+383.02%)TMC TMC the metals company Inc. 9.28 +1.56 (+20.21%)Top economic events