UnitedHealth (UNH): The 'No Surprises' backfire & purging 1M members [Q2 2026]

UnitedHealth Group's Q2 2026 results prove that intentionally shrinking your customer base can be highly profitable when ruthlessly protecting margins.In ~10 minutes:• Shedding 1.1M Medicare members to defend a 3% margin floor.• How the No Surprises Act is bleeding commercial health insurance.• Flipping internal prior-authorization AI into external SaaS revenue.• Doubling full-year stock repurchases to at least $5 billion.Despite stagnant revenue growth, UNH massively grew bottom-line EPS to $6.38 by aggressively optimizing its Medical Care Ratio (MCR) down to 86.7%. Even with a raised full-year guidance and an industry-shifting move toward 100% pass-through drug rebates, the market faded the stock's pre-market pop as Wall Street digests delayed commercial recoveries and regulatory headaches. 📉UnitedHealth Group (UNH) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.