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NYSE:UNH

UnitedHealth Group Inc (UNH)

411.04
+2.52 (0.62%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
287 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

UnitedHealth Group Inc (UNH-N) has faced considerable challenges over the past year, reflected in its declining stock price and regulatory scrutiny. Experts note that while the company is fundamentally strong with significant vertical integration in the U.S. healthcare system, it has been impacted by rising medical costs, regulatory pressures, and changes in Medicare reimbursement rates. The new CEO’s leadership is viewed as a positive factor that could guide the company through its current difficulties, but many analysts express caution due to the speculative nature of recent issues and the stock's volatility. Some believe the downturn creates buying opportunities, suggesting that long-term growth may be achievable if operational concerns are resolved. Overall, the sentiment is mixed, with a few experts optimistic about potential recovery while others advise caution until more clarity emerges.

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Consensus
Cautious
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 25/20, Up 5.69%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNH has triggered our $330 stop level. Given the technical breakdown that points to further potential downward moves, we are recommending covering the entire position at this time. We will consider it for future acquisition at lower levels.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 25/20, Up 15.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNH is moving well. We are recommending to trail up the stop to $330, which should all but guarantee a minimum return of 10%.
PAST TOP PICK
(A Top Pick Sep 28/20, Up 15%) Trying to be more proactive in getting patients treated and cutting costs. Encourages healthcare providers to be efficient. An ounce of prevention is worth a pound of cure.
HOLD
You have to endure a few really bad quarters before this bounces back. Don't chase it.
BUY

This stock should skate through a change in administration or even another Trump term. Americans are quite happy with private healthcare solutions. 180M Americans have some sort of private health. 75% are happy with this so it would probably not be disrupted in a large way. He prefers Anthem but there is no problem with UNH.

PAST TOP PICK
(A Top Pick Jul 17/19, Up 25%) Managed care in the past 7 election cycles outperformed the market post-US elections. UNH is one of the largest US health insurers, plus they have their networks of doctors and facilities, and they manage Medicare (a fast area of growth). Acquisitions have positioned them as dominant in managed care. This remains a top pick.
TOP PICK
He's sticking with it. You're buying the best in class. Some of their platforms receive bi-partisan support from Washington. Their Medicare business will see great growth in the next 3-4 years. They're vertically integrated. Pays a decent dividend at a decent valuation. He likes this managed care sector. (Analysts’ price target is $362.46)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 25/20, Up 6.3%)Stockchase Research Editor: Michael O'Reilly Our TOP PICK in UNH has achieved analyst targets. We like the technical breakout and could see a test of $350 soon. We recommend moving the stop-loss from $280 up closer to the acquisition cost to $300.
TOP PICK
The dominant health insurance company in the US. It is the first one to integrate the pharmacy, benefits and insurance payer all into one. They are generating a lot of good will during COVID. (Analysts’ price target is $344.96)
BUY ON WEAKNESS
A very good company, but we're in a mean political season (the US election when health companies are politicians' targets). Though the stock has fallen, he'd wait until it hit $280 before stepping it with a first position.
COMMENT
AFAFD
WEAK BUY
An excellent health operator. But if this crisis continues, employment levels may remain very low which could impact UNH. But UNH has probably seen the worst of the pandemic and this is a blue-chip name. Will be fine after this crisis, which she sees passing one day.
BUY
Healthcare is one of his top 3 sectors in his portfolio, along with tech and communications. Concern about a Democrat sweep. With what's happened in the world, there will be a refocus on healthcare and health sciences. Long-term, demographics in its favour. Pretty good valuation at 22x, 12% earnings growth. Yield is about 1.6%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly UNH is the world's largest healthcare provider based on revenues. Its programs for Medicaid and Medicare added 600,000 members last year, revenues were up 7% and are expected to exceed $105 billion by 2022. A win by Vice President Biden this fall could be a real boon as more emphasis is put on improving the Affordable Health Care Act. The other major division, Optum, provides health data analytics. That segment saw a revenue increase over 16% in its recent earnings. It pays a nice dividend and has been increasing it for the past 11 years. We would use $280 as a stop-loss. Yield 1.62% (Analysts’ price target is $331.96)
PAST TOP PICK
(A Top Pick Jan 23/19, Up 7%) Things will get dicey if Democrats move up, and health care stocks will come off. 13-15% growth rate. Modest dividend. 48 consecutive quarters, 10 years, of consecutive earnings beats. Long-term, a great stock. Fundamentally, a great company.
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