UnitedHealth Group Inc (UNH) Buy, Sell or Hold

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UnitedHealth Group Inc (UNH)

397.14

-3.80 (0.95%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

289 watching

Investor Insights

Sep 6, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

UnitedHealth Group Inc (UNH) has seen mixed reviews from experts, with opinions fluctuating based on recent performance and external regulatory pressures. Some analysts express cautious optimism, noting that the company's fundamentals are improving and that it has potential for growth amid a challenging healthcare landscape. The return of the former CEO has sparked hope for effective cost management and operational improvements, potentially aiding in regaining investor confidence. However, there are concerns over high medical costs, regulatory scrutiny, and a turbulent political environment that could affect profitability. While some see opportunities for recovery and price appreciation, others highlight the risks associated with its reliance on Medicare funding and regulatory changes.

Consensus

Neutral

Valuation

Undervalued

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BUY

They report Friday and should have a great quarter, because Covid isn't as threatening as before. There is some cyclicality. If there are alot of layoffs, their numbers can weaken, but he doesn't see that now. Otherwise, keep buying, though he prefers the cheaper Humana.

PAST TOP PICK

(A Top Pick Jun 24/21, Up 27%) Adding to it. Is American's largest healthcare insurer and healthcare services. This synergy is great for customers. Also, healthcare offers defense as well as growth. Chart is trending upwards as the market goes down.

PAST TOP PICK

(A Top Pick Oct 20/20, Up 52%) Great business. Dominant player in managed care. GARP. Executing exceptionally well, consistent.

COMMENT

It beat two weeks ago, but it has struggled since then, because markets won't pay for future earnings. Not UNH's fault.

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.

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UnitedHealth Group Inc (UNH)