Says has removed assets “that are not aligned with our focus on serving the U.S. health system.” Says has taken a critical look across all its products and U.S. market positions, “focusing on what is working, what needs more attention and what no longer makes sense for us.” Sees FY26 adjusted EPS growth at least 8.6%. Says improvement will be “more evident” within UnitedHealth (UNH)Care in 2026, while Optum will take more operational effort and investment and time. Comments taken from Q4 earnings conference call.
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