UnitedHealth Group Inc (UNH) Buy, Sell or Hold

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UnitedHealth Group Inc (UNH)

424.72

-3.47 (0.81%)

as of Jul 8, 2026, 10:00:07 pm Market Open.

288 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

UnitedHealth Group Inc (UNH) faces a complex set of challenges and opportunities as experts express mixed sentiments about its future. On one hand, there is optimism regarding its recovery potential, driven by leadership changes, historical success, and potential growth in earnings as medical costs stabilize. However, many analysts are concerned about sustained pressures from regulatory scrutiny, rising healthcare costs, and shifts in Medicare policies. While some see it as a defensive play with the potential for significant upside, others caution against investing due to a reputation for volatility and uncertain future prospects. Analysts point to a strong reliance on US federal funding and highlight the impact of broader economic factors affecting the healthcare sector overall.

Consensus

Mixed

Valuation

Undervalued

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BUY

Healthcare has historically been a top sector after a yield curve inversion, when people get defensive. UNH dominates in commercial health, Medicare and Medicaid.

Unspecified

Has owned for many years. It is the best play in managed health care and helps payers and payees be more efficient and lower health care costs. Acquires and tucks in acquisitions. Highly innovative and very well managed. Maybe trading a bit on the rich side.

HOLD

An 800-pound gorilla. He'll continue to own it. Controlled costs by putting risk and responsibility on the actual providers of the healthcare services. Incentivizing to control costs at the local level. Short term, you may see costs spike due to pandemic-delayed visits. Medium-long term, you'll be fine.

BUY

It hit a new high today and he's long. It's reasonably valued. He targets at least $550.

HOLD

Likes it. EBV +6, means the stock price is pounding away. Stock could easily go to $650. Model price of $385.81, so it's too expensive by 22%. But any correction back to around $387, he'd buy.

SELL

Very good company, but not as good a stock because of valuation. He owns ANTM instead, trading about 6 multiple points less than UNH, with equally good growth metrics. Higher multiple stocks are selling off. Neither has supply chain issues.

TOP PICK

Clouds of macro risk. This one has consistently had visibility into its business. The most vertically integrated managed care company. Best in class GARP in healthcare. Administer a lot of Medicare and Medicaid. Bipartisan support for a lot of their programs. A consistent performer. Yield is 1.17%. (Analysts’ price target is $530.93)

BUY

Got hurt by Humana's bad report number, but UNH didn't suffer Medicare-related problems like Humana. Rather, UNH reported insanely strong numbers. It's a buying opportunity now. Sees strong upside.

PAST TOP PICK

(A Top Pick Sep 28/20, Up 63%) It continues to do well. It's an insurer, but passed on the actual costs to their health suppliers, as they collect the premiums and maintain fixed costs. This business model has been working well. Is it ethical? One could argue it is, but it's worked for UHN.

DON'T BUY

In the space, he owns ANTM instead, which is half the size. Both have HMOs and PBMs. ANTM is cheaper, and it has as good, if not better, future prospects. 5-year chart shows them running neck-and-neck. Medicare for all is a long way out, given the huge US debt.

BUY

Don't fear a shutdown, but a slowdown due to the new Omicron variant. Best among the health insurers. He also likes Centene. If you can, buy a fractional share, if the price is too high.

DON'T BUY

UNH vs. ANTM He owns ANTM instead, with a valuation of 6-8 multiple points less expensive than UNH. ANTM is well managed, growth rates are very good, and medical cost ratios are inline.

BUY

Allan Tong’s Discover Picks UNH it trades at 28.1x PE, which is slightly higher than its peers's average of 26.5x. Return on assets is higher, though, at 7.43% vs. 6.47% as is ROE at 21.88% vs. 18.86%. UNH stock's 1.36% may seem small, but it is in line with its peers and safe at a 34% payout ratio. The street loves this name at 14 buys and two holds, but sees only 7.5% upside from here. This isn't a trade a stock, but a long-term hold that you build on dips over time. It's enjoyed a 35% move in the past 12 months and has sharply climbed since Feb. 15. It's time for this to take a breather, which is the investor's cue to enter with a stock buying opportunity. Read Buying the Dip – A Stock Buying Opportunity for our full analysis.

BUY ON WEAKNESS

Great name to own, stable, consistent grower. You can try to build a position on a pullback. Nice long-term hold.

BUY

They report Thursday. Healthcare so far is avoiding Biden's anti-trust efforts. The stock is over $400, but it's still viable. He foolishly sold his shares earlier.

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UnitedHealth Group Inc (UNH)