Breaking News Instant updates and real-time market news.

UNH

UnitedHealth

$265.10

-2.02 (-0.76%)

13:32
01/24/19
01/24
13:32
01/24/19
13:32

Harvard Pilgrim pact 'another solid win' for UnitedHealth's PBM, says Stephens

After regional managed care company Harvard Pilgrim Health Care announced that OptumRx will be its new pharmacy benefits manager, Stephens analyst Scott Fidel noted that the company displaced privately-held MedImpact, calling the contract "another solid win" for UnitedHealth that builds on the momentum the company recently highlighted on its earnings call and "further validates the growing cross-selling momentum of the Optum chasis." Harvard Pilgrim serves more than 3M customers in total, which compares to roughly 65M members that OptumRx currently serves, noted Fidel, who keeps an Overweight rating and $294 price target on UnitedHealth shares.

  • 19

    Feb

UNH UnitedHealth
$265.10

-2.02 (-0.76%)

01/15/19
PIPR
01/15/19
NO CHANGE
Target $312
PIPR
Overweight
UnitedHealth positioned to outperform in 2019, says Piper Jaffray
Piper Jaffray analyst Sarah James said there "was so much focus" on UnitedHealth's (UNH) earnings call on its medical loss ratio, or MLR, that it pressured the stock early in the day, but she is not concerned. When accounting for adjustments and if one accounts for some Medicaid pressure, UnitedHealth had some improvement in MA or commercial, which could be positive for Humana (HUM) or Anthem (ANTM), according to James. UnitedHealth was also clear in post call conversation that Medicaid headwinds in 2018/19 were largely company specific, which James said leaves her feeling good heading into earnings from Centene (CNC), Molina Healthcare (MOH) and WellCare (WCG). She reiterates her Overweight rating on UnitedHealth, as James sees potential for upside to her earnings estimates and believes the stock is positioned to outperform the group in 2019 as investors move to safer positions.
01/16/19
OPCO
01/16/19
NO CHANGE
Target $305
OPCO
Outperform
UnitedHealth price target raised to $305 from $300 at Oppenheimer
Oppenheimer analyst Michael Wiederhorn raised his price target for UnitedHealth to $305 from $300 after the company reported quarterly results. The analyst notes that although investors were concerned about the Medicaid/MLR weakness, the overall results were strong, driven by Optum, which contributed about 60% to Q4 earnings. Since he expects this business to continue to drive results, the analyst reiterates an Outperform rating and would continue to be a long-term buyer of the stock.
01/16/19
MSCO
01/16/19
NO CHANGE
MSCO
Morgan Stanley says UnitedHealth, Walgreens could benefit from CVS-Walmart fight
After CVS Health (CVS) announced Walmart (WMT) will leave Caremark's commercial and Managed Medicaid retail pharmacy networks at the end of April 2019, analysts at Morgan Stanley discussed the potential impact of the fight to both companies and to competitors. Analyst Ricky Goldwasser said the dispute "brings back memories" of the Express Scripts (ESRX) and Walgreens (WBA) breakup in 2011, but unlike in that case it is only the early days of the 2019/2020 selling season, not after the selling season concluded. Walmart's plans to leave should have a limited impact on CVS' FY19 EPS power, but adds uncertainty to PBM selling season if not resolved in the near-term, said Goldwasser. Morgan Stanley's Simeon Gutman said that if the dispute is not resolved, it could end up reducing Walmart's EBIT by about $260M in 2019, which he estimates could have a 7c, or 1.5%, impact on EPS. In terms of who may benefit if no resolution is reached, the team estimates both Walgreens and CVS retail could gain an incremental 25 bps of pharmacy share and that UnitedHealth's (UNH) Optum and Cigna (CI) could see a step up in PBM selling season win rates. However, given Walmart's relatively low share, they view the PBM share opportunity as "minimal."
01/24/19
BARD
01/24/19
NO CHANGE
Target $155
BARD
Outperform
HCA Healthcare elevated to Fresh Pick at Baird
Baird analyst Matthew Gillmor elevated HCA Healthcare (HCA) to Fresh Pick ahead of its Q4 report. The analyst said recent commentary from UnitedHealth (UNH) and Johnson & Johnson (JNJ) suggest Q4 patient volumes remain solid, which he thinks will translate into EBITDA upside for HCA. Gillmor reiterated his Outperform rating and $155 price target on HCA Healthcare shares.

TODAY'S FREE FLY STORIES

VLO

Valero

$89.11

-1.17 (-1.30%)

10:05
04/24/19
04/24
10:05
04/24/19
10:05
Options
Valero call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Apr

  • 30

    Apr

XOM

Exxon Mobil

$82.49

-0.9 (-1.08%)

10:01
04/24/19
04/24
10:01
04/24/19
10:01
Hot Stocks
Exxon Mobil to expand Fawley refinery in United Kingdom »

ExxonMobil said that it…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Apr

RES

RPC, Inc.

$11.59

-1.31 (-10.16%)

10:00
04/24/19
04/24
10:00
04/24/19
10:00
Hot Stocks
RPC, Inc. falls -10.0% »

RPC, Inc. is down -10.0%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 08

    May

  • 09

    May

  • 13

    Nov

SPN

Superior Energy

$4.42

-0.545 (-10.98%)

10:00
04/24/19
04/24
10:00
04/24/19
10:00
Hot Stocks
Superior Energy falls -10.1% »

Superior Energy is down…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

LRN

K12

$31.01

-5.215 (-14.40%)

10:00
04/24/19
04/24
10:00
04/24/19
10:00
Hot Stocks
K12 falls -13.7% »

K12 is down -13.7%, or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SAP

SAP

$129.21

14.37 (12.51%)

10:00
04/24/19
04/24
10:00
04/24/19
10:00
Hot Stocks
SAP rises 12.5% »

SAP is up 12.5%, or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 07

    May

TRK

Speedway Motorsports

$18.09

4.11 (29.40%)

10:00
04/24/19
04/24
10:00
04/24/19
10:00
Hot Stocks
Speedway Motorsports rises 29.9% »

Speedway Motorsports is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 01

    May

MPX

Marine Products

$15.49

1.46 (10.41%)

10:00
04/24/19
04/24
10:00
04/24/19
10:00
Hot Stocks
Marine Products rises 13.8% »

Marine Products is up…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

AMRN

Amarin

$18.08

-0.31 (-1.69%)

09:59
04/24/19
04/24
09:59
04/24/19
09:59
Recommendations
Amarin analyst commentary at Jefferies »

Jefferies sees potential…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 01

    May

  • 06

    May

APC

Anadarko

$71.16

7.04 (10.98%)

, PCG

PG&E

$22.35

0.89 (4.15%)

09:55
04/24/19
04/24
09:55
04/24/19
09:55
Options
Early notable gainers among liquid option names on April 24th »

Notable gainers among…

APC

Anadarko

$71.16

7.04 (10.98%)

PCG

PG&E

$22.35

0.89 (4.15%)

TEL

TE Connectivity

$93.81

4.01 (4.47%)

NSC

Norfolk Southern

$210.59

8.91 (4.42%)

EBAY

eBay

$38.38

1.72 (4.69%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 24

    Apr

  • 07

    May

  • 09

    May

  • 14

    May

  • 22

    May

  • 29

    May

  • 05

    Jun

SMGZY

Smiths Group

$0.00

(0.00%)

, SMGKF

Smiths Group

$0.00

(0.00%)

09:53
04/24/19
04/24
09:53
04/24/19
09:53
Conference/Events
Smiths Group management to meet with JPMorgan »

Meeting to be held in…

SMGZY

Smiths Group

$0.00

(0.00%)

SMGKF

Smiths Group

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 30

    Apr

APH

Amphenol

$96.54

-8.86 (-8.41%)

09:53
04/24/19
04/24
09:53
04/24/19
09:53
Recommendations
Amphenol analyst commentary at Morgan Stanley »

Amphenol selloff a buying…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 24

    Apr

  • 22

    May

FDX

FedEx

$195.15

0.02 (0.01%)

09:51
04/24/19
04/24
09:51
04/24/19
09:51
Conference/Events
FedEx management to meet with JPMorgan »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 29

    Apr

  • 07

    May

  • 03

    Jun

  • 25

    Jun

  • 13

    Nov

ENFC

Entegra Financial

$23.72

(0.00%)

09:50
04/24/19
04/24
09:50
04/24/19
09:50
Hot Stocks
Breaking Hot Stocks news story on Entegra Financial »

Entegra Financial trading…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

OXY

Occidental Petroleum

$60.74

-1.61 (-2.58%)

09:50
04/24/19
04/24
09:50
04/24/19
09:50
Options
Opening call buyers in Occidental Pete as shares drop 3% »

Opening call buyers in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 07

    May

  • 10

    May

  • 29

    May

LPL

LG Display

$8.59

-0.895 (-9.44%)

09:47
04/24/19
04/24
09:47
04/24/19
09:47
Hot Stocks
LG Display falls -9.2% »

LG Display is down -9.2%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

APH

Amphenol

$94.96

-10.44 (-9.91%)

09:47
04/24/19
04/24
09:47
04/24/19
09:47
Hot Stocks
Amphenol falls -9.7% »

Amphenol is down -9.7%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 24

    Apr

  • 22

    May

RES

RPC, Inc.

$11.43

-1.47 (-11.40%)

09:47
04/24/19
04/24
09:47
04/24/19
09:47
Hot Stocks
RPC, Inc. falls -12.0% »

RPC, Inc. is down -12.0%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 08

    May

  • 09

    May

  • 13

    Nov

SAP

SAP

$126.94

12.1 (10.54%)

09:47
04/24/19
04/24
09:47
04/24/19
09:47
Hot Stocks
SAP rises 10.5% »

SAP is up 10.5%, or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 07

    May

TRK

Speedway Motorsports

$18.00

4.02 (28.76%)

09:47
04/24/19
04/24
09:47
04/24/19
09:47
Hot Stocks
Speedway Motorsports rises 28.8% »

Speedway Motorsports is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 01

    May

APC

Anadarko

$71.57

7.45 (11.62%)

09:47
04/24/19
04/24
09:47
04/24/19
09:47
Hot Stocks
Anadarko rises 11.8% »

Anadarko is up 11.8%, or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    May

  • 22

    May

IFRX

InflaRx

$51.42

(0.00%)

09:43
04/24/19
04/24
09:43
04/24/19
09:43
Recommendations
InflaRx analyst commentary at BMO Capital »

InflaRx price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

OXY

Occidental Petroleum

$62.35

(0.00%)

, SNAP

Snap

$11.99

(0.00%)

09:40
04/24/19
04/24
09:40
04/24/19
09:40
Options
Unusually active option classes on open April 24th »

Unusual total active…

OXY

Occidental Petroleum

$62.35

(0.00%)

SNAP

Snap

$11.99

(0.00%)

APC

Anadarko

$64.12

(0.00%)

T

AT&T

$32.11

(0.00%)

TXN

Texas Instruments

$116.37

(0.00%)

EBAY

eBay

$36.66

(0.00%)

SIRI

Sirius XM

$6.14

(0.00%)

CAT

Caterpillar

$142.08

(0.00%)

BX

Blackstone

$39.72

(0.00%)

TWTR

Twitter

$39.76

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Apr

  • 24

    Apr

  • 24

    Apr

  • 25

    Apr

  • 26

    Apr

  • 06

    May

  • 07

    May

  • 07

    May

  • 10

    May

  • 14

    May

  • 18

    May

  • 20

    May

  • 20

    May

  • 22

    May

  • 23

    May

  • 29

    May

  • 11

    Jun

  • 12

    Jun

09:40
04/24/19
04/24
09:40
04/24/19
09:40
General news
Treasury 5-year auction outlook: the $41 B continues to richen »

Treasury 5-year auction…

HAS

Hasbro

$100.34

12.32 (14.00%)

09:39
04/24/19
04/24
09:39
04/24/19
09:39
Recommendations
Hasbro analyst commentary at SunTrust »

Hasbro price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 16

    May

  • 29

    May

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.