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It took a year of pain, but UnitedHealth Group Inc (NYSE:UNH) just gave hedge fund stars David Tepper and Michael Burry a clean bill of health. After a bruising 35% slide in the past 12 months, the insurance giant finally delivered a quarter that suggests the patient is stabilizing — and early believers are looking smarter for staying in the trade.
UnitedHealth reported third-quarter EPS of $2.92, topping Wall Street's $2.79 estimate, on revenue of $113.16 billion, just below consensus. Management also bumped its FY2025 outlook to at least $14.90 from $14.65 prior, while teasing sustainable double-digit growth beginning in 2027.
That's the kind of long-term vitality investors wanted to see after months of fretting about medical cost spikes. The message: UnitedHealth isn't out of the woods just yet, but it's finally responding to treatment.
Read Also: UnitedHealth’s Meta Moment? Bleeding Out Or Just A Bad X-Ray?
Back in the second quarter, when sentiment was still in the ICU, Tepper's Appaloosa and Burry's Scion Asset Management were among the funds quietly building positions near the $415 mark. They didn't buy the top — they bought the panic.
Now, with shares up about 6% over the past month and rallying 5% pre-market after earnings, those early positions are looking prescient. And with no signs either manager has sold, this quarter's guidance boost might just be the follow-up call they were hoping for.
Sure, the stock's still down roughly 27% year-to-date, and UnitedHealth has plenty of rehab ahead before it's back to its 2023 highs. But the outlook upgrade and talk of a 2027 growth rebound give this recovery narrative a much stronger heartbeat.
UnitedHealth's third quarter isn't just a beat — it's a signal that the turnaround prescription might be working.
For Tepper and Burry, the chart is finally trending in the right direction, and the diagnosis this quarter is simple: patience pays.
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Posted In: UNH
