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Nervous markets await NvidiaThis summary was created by AI, based on 33 opinions in the last 12 months.
UnitedHealth Group Inc. continues to be viewed as a strong player in the healthcare sector despite facing some regulatory pressures and volatility in the market. Analysts highlight the company's leadership position and pricing power, with expectations of steady earnings growth driven by an integrated business model and favorable demographic trends. Although recent controversies and government scrutiny are acknowledged, many experts believe these headwinds will ultimately dissipate. The stock has shown resilience, attracting both long-term investors and cautious speculators, with some urging to buy on weakness. Overall, UnitedHealth's fundamentals remain solid, supported by robust cash flow and a diversified business strategy, positioning it well for future growth.
Historical bastion of consistency. Last quarter it became inconsistent, with a 12% guidance down on EPS because utilization rates went up (they were unable, for some reason, to calculate this accurately). Just a small improvement in these metrics will boost the stock. 20 years of excellent execution, so this hiccup is a great time to buy. Yield is 2.2%.
(Analysts’ price target is $536.65)Major leader in the Medicare space. Recent rare miss on earnings, and he sold just before. Shares now well below 200-day MA, which is starting to trend down a little bit. Earnings growth rate now 6-7% going forward, at 14x forward PE.
Very oversold, around 25 RSI. At some point, shares will bottom and move higher. Be careful, shares seem to be in freefall right now. Doesn't see any major support levels. Wait for an opportunity, once it starts swinging up for real.
Good entry point for long-term hold; potential generational buying opportunity. Reason for the drop is that they were classifying clinic patients as less sick than they actually were. Resulted in recouping less revenue, to the tune of ~$500 per month per patient, amounting to ~$3+B. Keep an eye on how quickly this amount is recovered. Yield is 2.1%.
Be mindful that this doesn't turn into a bigger problem of something fundamentally changing in the ever-evolving US healthcare system. Facts could change.
Fallen angel. Disappointing quarter, severely lowered guidance for 2025. 80% of its business is healthcare insurance. Taking market share in every segment they operate in. Funding pressure on government-funded healthcare insurance is curtailing short-term profitability; but this is building long-term value for shareholders. Secular trends of demographics and morbidity in the US are tailwinds.
Fortress-like balance sheet, A+ credit rating. Buying back shares prolifically with FCF. Trading at 15x PE vs. the 5-year average of 19.5x. Yield is 1.97%.
Has plunged 22% since reporting last Thursday and dragged the sector down. What in the world happened? They missed top and bottom lines, but worse they cut their full-year earnings forecast by 12%, citing high medical costs in its Medicare plans. The health profiles of many patients has been inaccurate., especially in their managed care business. Their medical care ratio was 84.8% in Q1 2025, but they guided full year at 87.5%. However, UNH's peers are faring better. UNH is having execution problems and is no longer best of breed.
Yes. It was a top pick of his last spring. He doesn't think there will be much negative impact from Washington investigating their billing practices, though there remains headline risk. Fundamentals are improving, though they are paying out more for medical costs, which he hopes will normalize. It's trading below the market PE, when usually it trades above.
UnitedHealth Group Inc is a American stock, trading under the symbol UNH-N on the New York Stock Exchange (UNH). It is usually referred to as NYSE:UNH or UNH-N
In the last year, 9 stock analysts published opinions about UNH-N. 3 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for UnitedHealth Group Inc.
UnitedHealth Group Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for UnitedHealth Group Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
9 stock analysts on Stockchase covered UnitedHealth Group Inc In the last year. It is a trending stock that is worth watching.
On 2025-05-13, UnitedHealth Group Inc (UNH-N) stock closed at a price of $311.38.
A few weeks ago they warned they wouldn't meet their numbers. Today, they said they wouldn't meet their guidance. US insurance is changing with regulatory policy demands and medical loss ratios are staying high as people are using their plans more and more as an echo of Covid. The problem is UNH's concentration in the Medicare/Medicaid space