NYSE:UNH

UnitedHealth Group Inc (UNH)

376.59
+1.58 (0.42%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
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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.
TOP PICK
No other US company comes close to their scale and size. Mix of services produces steady and reliable sales. Great technical chart for 10 years. Beat expectation last quarter. Expects earnings growth to top 14% over the next few years. Dividend will continue to grow. Yield is 1.45%. (Analysts’ price target is $441.36)
PAST TOP PICK
(A Top Pick Jan 17/20, Up 14%) An easy hold. Great visibility. Managed care. Commercial health insurance, plus one of the key administrators of Medicare and Medicaid. Enjoys bipartisan support. Underlying businesses are doing great.
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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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