Stock Movers UnitedHealth Extends Slump; UPS Sees Better-Than-Expected Sales; General Motors Shares Gain
Jan 27, 2026
Health insurer shares slip after a disappointing multi-year revenue outlook and a proposed freeze to Medicare plan payments. An automaker raises its profit outlook and announces a large buyback, lifting its stock. A parcel carrier beats sales expectations and outlines plans to cut lower-margin packages to boost margins.
AI Snips
Chapters
Transcript
Episode notes
UnitedHealth Faces Rare Revenue Contraction
- UnitedHealth projects a rare revenue decline for 2026, the first since 1989, signaling a significant reset for the insurer.
- The company also plans to reduce assets and navigate changing regulations, contributing to heavy pre-market share losses.
Medicare Rate Freeze Hits Insurers
- The US proposed holding payments to private Medicare plans flat, removing an expected rate increase and squeezing insurer revenues.
- That policy move knocked down UnitedHealth, Humana, and CVS ahead of earnings, amplifying industry-wide losses.
GM's Profit Guidance Leaning On Trucks
- General Motors reported beat-and-raise results with a $13–$15 billion EBIT outlook, implying about $2 billion growth year-over-year.
- The guidance leans on higher-margin trucks and SUVs and fewer lower-margin EVs, helping drive the stock higher.