UnitedHealth's Q1 Medical Cost Update, Prudent Outlook Eases Investor Concerns: Goldman Sachs
UnitedHealth's Q1 Medical Cost Update, Prudent Outlook Eases Investor Concerns: Goldman Sachs
Tuesday, UnitedHealth Group (NYSE:UNH) reported better-than-expected revenue and earnings in the first quarter as it still deals with the cyberattack on its subsidiary Change Healthcare in February this year.
週二，UnitedHealth Group（紐約證券交易所代碼：UNH）公佈的第一季度收入和收益好於預期，原因是該公司仍在應對今年2月對其子公司Change Healthcare的網絡攻擊。
The company reported adjusted EPS of $6.91, up from $6.26 a year ago, beating the consensus of $6.62. UnitedHealth's revenues increased nearly $8 billion to $99.8 billion, beating the consensus of $99.3 billion.
該公司報告調整後的每股收益爲6.91美元，高於去年同期的6.26美元，超過了市場預期的6.62美元。UnitedHealth的收入增長了近80億美元，達到998億美元，超過了共識的993億美元。
UnitedHealth maintained its adjusted EPS guidance of $27.50-$28.00 vs. Goldman Sachs consensus of $27.58, with the reaffirmed range absorbing $0.30-$0.40 of business disruption costs.
UnitedHealth維持其調整後的每股收益預期爲27.50美元至28.00美元，而高盛共識爲27.58美元，重申的區間吸收了0.30美元至0.40美元的業務中斷成本。
Related: UnitedHealth's Change Healthcare Seeks Consolidation of Cyberattack Lawsuits in Nashville Court
相關：UnitedHealth 的 Change Healthcare 尋求在納什維爾法院合併網絡攻擊
Goldman Sachs analyst writes that overall, the positive medical cost update and a prudent outlook should help to ease investor concerns on utilization risk to UnitedHealth's EPS in 2024.
高盛分析師寫道，總體而言，積極的醫療費用更新和謹慎的前景應有助於緩解投資者對UnitedHealth2024年每股收益利用風險的擔憂。
UnitedHealth's first quarter MCR was 84.3%, including 40bp of costs related to supporting providers during the Change cyberattack. Goldman writes that the impact from Change was slightly lower than investors expected.
UnitedHealth第一季度的MCR爲84.3％，其中包括在Change網絡攻擊期間與支持提供商相關的40個點子的成本。高盛寫道，變革的影響略低於投資者的預期。
Goldman Sachs maintains the Buy rating with a price target of $593.
高盛維持買入評級，目標股價爲593美元。
UnitedHealth took a cautious approach by setting aside $800 million for potential claims related to the Change cyberattack.
UnitedHealth採取了謹慎的態度，爲與Change網絡攻擊有關的潛在索賠預留了8億美元。
Additionally, contrary to the estimated $250 million, they didn't report any positive adjustments to reserves from previous years.
此外，與估計的2.5億美元相反，他們沒有報告對前幾年的儲備金進行任何積極調整。
Price Action: UNH shares are up 5.10% at $468.35 on the last check Tuesday.
價格走勢：在週二的最後一次支票中，UNH股價上漲5.10％，至468.35美元。
譯文內容由第三人軟體翻譯。