UnitedHealth (UNH), the largest health insurer in the United States, with more than 400,000 employees, is facing a steep decline: almost -50% in just one month. The curious thing? The company's revenue continues to grow.
So... what's behind this decline?
In addition to the already known factors — such as the assassination of the CEO and the sudden resignation of the new executive who took over — there is something deeper at play: the lack of political alignment.
While technology giants have already understood the game and have gotten closer to Trump, with their CEOs traveling with him and closing million-dollar deals, UNH seems to be following a different path. It is not "kissing the king's hand." And in this scenario, remaining neutral has a price.