UNIVERSAL LOGISTICS HOLDINGS INC (ULH)

The nation's largest private insurer expects 2026 adjusted earnings of more than $18.25 per share, up from a previous outlook of greater than $17.75 per share.

UnitedHealth Group recently reported quarterly results that slightly missed Wall Street EPS expectations, keeping attention on its UnitedHealthcare and Optum engines and on how US policy changes may shape future growth.

UnitedHealth shares fell more than 2% on Monday after Berkshire Hathaway disclosed it had sold its stake in the healthcare ​conglomerate as a part of a portfolio reshuffling in the first quarter ‌under CEO Greg Abel.

Berkshire Hathaway has fully exited its stake in UnitedHealth Group (NYSE:UNH) after holding the position for less than a year. The move is part of a wider reshuffling of Berkshire's portfolio under its new CEO. The exit follows a sharp rebound in UnitedHealth's share price from its 2025 lows.

UnitedHealth Group shares remain in focus after recent market weakness, with investors watching earnings trends, Medicare exposure and the company’s next update.