---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38958773.md"
description: "$Unitedhealth(UNH.US) UNH rose 2.3%, but the reason for the rise left me with mixed feelings.Yesterday, UNH rebounded 2.3%, from $287 to $293.The reason for the rise? The company announced a 2% cap on employee salary increases for 2026, with 0% for poor performers. To put it bluntly—cutting employee pay to protect profits.Wall Street bought it. But as a long-term shareholder, what I want to say is:This is not good news, but it is absolutely the right signal.Faced with three major challenges—MCR soaring to 88.9%, Medicare rates nearly frozen in 2027, and a DOJ investigation—a company with annual revenue of $450 billion didn't choose to give up. Instead, its management is proactively tightening its belt:Cutting 3 million+ unprofitable members ❌ → Protecting profit margins ✅Divesting inefficient overseas assets ❌ → Focusing on the core ✅Compressing labor costs ❌ → Controlling the expense ratio ✅Think about this set of moves. Doesn't it look like a boxer who got punched, didn't fall down, but is adjusting his stance to fight back?Current P/E is about 17x, a 10-year low. The market is pricing in "UNH is finished," but everything the company is doing says: I'm getting through this.Buffett said: "Great managers don't complain when they face difficulties; they figure out a way."UNH at $293, DCF pessimistic valuation $337, neutral valuation $412. Do you think an industry leader actively sacrificing to survive is worth $337?Holding 📊 Not investment advice."
datetime: "2026-02-28T01:16:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38958773.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38958773.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38958773.md)
author: "[seizedays](https://longbridge.com/en/profiles/19750973.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38958773.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38958773.md)


# $Unitedhealth(UNH.US) UNH rose 2.3%, but the reaso…


### Related Stocks

- [UnitedHealth Group Incorporated (UNH.US)](https://longbridge.com/en/quote/UNH.US.md)

## Comments (6)

- **APTAPT · 2026-02-28T04:43:01.000Z · 👍 1**: Asked a friend who works at United. Previously, the year-end performance appraisal had a maximum of 4%, and most people got 2%. Now it's estimated that most people get the median value of 1%. Can't even keep up with inflation.
  - **seizedays** (2026-02-28T05:47:10.000Z): Hahahahaha, it seems like this 2% is also a mandatory requirement.
- **APTAPT · 2026-02-28T02:29:51.000Z · 👍 3**: Often, the reasons for stock price movements are found after the fact to explain them. Even without this news, one could say it rose today to hedge against risks. This is not good news for employees. Now, employees are no longer assets of the company but have become liabilities—the fewer, the better
  - **seizedays** (2026-02-28T02:31:42.000Z): That makes sense! 👍🏻
- **nick呼叫judy · 2026-02-28T01:33:55.000Z · 👍 1**: Reading the news is useless anyway. It's clearly a reversal engulfing pattern. Is it deliberately trying to let those who got in yesterday break even? It's obviously testing the edge and trying to move up to fill the gap.
  - **满仓等暴涨** (2026-02-28T04:08:49.000Z): This week, we'll start by filling the gap at 310 first.