UnitedHealth (NYSE:UNH) popped in Tuesday trading, after saying it expects enrollment in top-rated Medicare insurance plans to be in line with its projections.
Although the data for 2026 star ratings, provided by the Centers for Medicare and Medicaid Services (CMS), is not yet available, the company expects to have about 78% of its members in 4-star or higher plans that cover Americans aged 65 years or older, UnitedHealth said in a filing on Tuesday.
The star ratings can sway enrollees’ choice of plan and determine the government’s reimbursement levels.
The company disclosed in an SEC filing that senior leaders will be meeting with investors and analysts between September 8-10, during which they plan to stand by the adjusted earnings per share expectations that were initially shared on July 29.
UnitedHealth noted that its outlook factors in the acquisition of Amedisys, which closed in August 2025. The company expects this acquisition to be "modestly dilutive" to adjusted earnings per share due to financing costs and integration-related investments.
The meetings with investors may also include discussions about UnitedHealth’s strategy, market positions, and recent results that have been previously disclosed, according to the filing.
The positive market reaction suggests investors are encouraged by the company’s confidence in maintaining its earnings guidance despite the short-term financial impact of the Amedisys acquisition.
UNH spiked $8.83, or 2.8%, to $329.34.
