On this episode of Stock Movers:

- UnitedHealth (UNH) shares plunged today after the Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents. Nursing home residents who needed immediate hospital care under the program failed to receive it, after interventions from UnitedHealth staffers, the Guardian reported. In the report, UnitedHealth told the Guardian that the suggestion that its employees have prevented hospital transfers “is verifiably false” and that its bonus payments to nursing homes help prevent unnecessary hospitalizations.

- Canada Goose (GOOS) shares are up after the outerwear maker reported fiscal fourth quarter revenue and adjusted earnings per share that beat analyst estimates. The company said it would not provide an outlook for fiscal 2026, citing “ongoing macroeconomic uncertainty and dynamic consumer spending patterns brought on by the unpredictable global trade environment.”

- Target (TGT) shares fell as the company missed its first quarter revenue estimates. Now the pressure is growing on Target's chief executive officer after the retailer cut its sales forecast following a sharp pullback in consumer spending and a hit from tariffs and boycotts. The report sent shares falling and raised questions over Brian Cornell’s ability to recapture growth after two years of choppy results — especially as economic turbulence is growing. “It’s a great brand. It’s actually a great company. It just looks to us like it needs a new leadership,” said Bill Smead, chief investment officer of Smead Capital Management, which has owned the stock since 2017.

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