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Stocks to Watch Today: Marathon Oil, UnitedHealth, American Airlines

Published 05/30/2024, 01:56 AM
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Three stocks making significant moves today are American Airlines (NASDAQ:AAL), UnitedHealth Group Inc. (NYSE:UNH), and Marathon Oil Corporation (NYSE:MRO).

Three stocks are making significant moves today: American Airlines, UnitedHealth Group Inc., and Marathon Oil Corporation.

These companies have experienced notable price fluctuations due to various factors, including lowered guidance, executive departures, Medicaid business concerns, legal challenges, and a major acquisition announcement. This article will delve into each company’s situation and explain why these stocks are worth watching closely today.

American Airlines Stock Plummets Following Lowered Guidance and Executive Departure

American Airlines stock dropped over 14% on Wednesday, falling below $11.50. The decline followed the company’s announcement of lowered guidance for the current quarter and a key executive’s departure, which caused investors’ concerns.

American Airlines revised its second-quarter adjusted earnings guidance to $1 to $1.15 per share, down from the previous range of $1.15 to $1.45 per share. The company also expects its operating margin to be approximately one percentage point lower than anticipated. This downward revision indicates challenges in revenue per available seat mile, which has impacted investor confidence in the airline’s near-term performance.

In addition to the lowered guidance, American Airlines announced that Chief Commercial Officer Vasu Raja is leaving the company. Raja’s departure and the revised outlook contributed to the company’s stock price drop. The news also had a ripple effect on other airline stocks, with Delta falling nearly 3% and United Airlines down 2%.

UnitedHealth Stock Declines Amid Medicaid Concerns and Legal Challenges

UnitedHealth Group Inc. stock dropped as much as 6% following negative news regarding its Medicaid business. During the Bernstein 40th Annual Strategic Decisions Conference, an executive at the company mentioned potential disturbances in its Medicaid operations.

The company’s Medicaid business has been undergoing a prolonged redetermination cycle, and some disturbances are expected around this process.

UnitedHealth is also facing a class-action lawsuit alleging securities fraud related to improper firewall setups between its Optum and UnitedHealthcare units. Additionally, a recent cyberattack has affected the company’s operations, further compounding investor concerns.

The announcement of these challenges triggered a broader decline in the health insurance sector, affecting stocks like Centene (NYSE:CNC), Molina Healthcare (NYSE:MOH), and Humana (NYSE:HUM).

Marathon Oil Stock Surges on Acquisition Announcement

Marathon Oil Corporation stock rose more than 9% following the announcement that ConocoPhillips (NYSE:COP) has agreed to buy the company in an all-stock deal valued at $22.5 billion, including debt.

Under the terms of the agreement, Marathon shareholders will receive 0.255 shares of Conoco for each share they own, representing a 14.7% premium to Marathon’s closing share price on May 28.

The acquisition includes Marathon’s assets in North Dakota’s Bakken oilfield, Oklahoma’s Scoop Stack, Texas’s Eagle Ford (NYSE:F), and New Mexico’s Permian Basin. This deal is part of a more significant consolidation trend in the US energy sector, aiming to consolidate valuable shale resources.

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Neither the author, Tim Fries, nor this website, The Tokenist, provide financial advice. Please consult our website policy prior to making financial decisions.

This article was originally published on The Tokenist. Check out The Tokenist’s free newsletter, Five Minute Finance, for weekly analysis of the biggest trends in finance and technology.

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