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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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TOP PICK
A big health insurer in America, growing 15% annually with dividend growth. It's been held back because of concerns over whether US healthcare coverage will be reformed by politicians. But the health system there is so massive, it'll be hard to change. UNH is so dominant, it'll grow 10-12% annually with technology to help. (Analysts’ price target is $335.74)
TOP PICK
It offers diversity in an area that the Canadian market doesn't have. Healthcare, insurance, but also owning networks and pharmacy benefit managers. Trades at an attractive multiple for their growth potential. A dominant player that merits the premium. (Analysts’ price target is $335.74)
PAST TOP PICK
(A Top Pick Dec 03/18, Up 6%) It hasn't been an easy 6%. They have been trading out their covered calls. In early 2019, medicare talks put pressure on this stock. It's a medical insurer, which is a sort of company we don't have in Canada. They deal with healthcare insurance and pharmacy benefit manager. One of the best in the sector.
WAIT
We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
COMMENT

His choice in this space is Anthem, as it has better valuation metrics (13 times PE versus 17 with UnitedHealth).

BUY
US noise has made healthcare names struggle. Well valued. Price has been flat. Recently went above 200-day moving average. Closer to election, investors will realize value in these names. Trading at 15x, with 13% growth rate. Dividend is 1.77%.
PARTIAL BUY
Always happens in a US election cycle with candidates threatening to restrict health pricing, but this time investors are overreacting. UNH is a good buy. He'll buy it if there is a positive trend in this. Start building a position now.
DON'T BUY
He is hesitant to engage in themes that get politicized. Drug pricing can get highly politicized at various points in time. He just avoids it. He backs away. It is a long way to the election. Your risk is way more than your reward. Management is exceptional in this company but it is not worth stepping into this when you cannot handicap the political risk.
PAST TOP PICK
(A Top Pick Jul 09/19, Down 7%) It’s a longer term hedge, so would still own it. It’s come off more than it should have. The stock is worth $25 higher than where it’s at now.
BUY
Be ready for a lot of political noise leading up to the US election in Nov. 2020. UNH is a fantastic company. 170 million American hold private insurance through their employers. No, not all Americans, but they have coverage. UNH is well-positioned in health insurance.
WATCH
Owned it for five years until early this year, because of the noise of "medicare for all" that won't end until a Democratic candidate is chosen. An excellent company, but not timely.
TOP PICK
They report tomorrow. UnitedHealth the largest health insurer in the U.S. It has diversified operations. They acquired of pharmacy benefits manager, Catamaran, that'll give them competitive positioning. No matter who wins the next U.S. election, U.S. healthcare will still need UNH's business. (Analysts’ price target is $291.44)
TOP PICK
Names like this take time and are very volatile. It's weathered the storm and now spending time around $2.30. It's ready to go back up with strong momentum perhaps over 5 weeks. (Analysts’ price target is $288.52)
TOP PICK
The US is talking about having Medicare for all. This company does a good job of eliminating cost for all involved. They raised the dividend over the last few years. He sees it as a good solid company. (Analysts’ price target is $287.80)
PAST TOP PICK
(A Top Pick Mar 11/19, Up 2%) Really good day trade. Not a happy place to be as a retail investor. Not something you need to own right away. Chart's gone straight up for so long, but now facing some turbulence. Now it's a hold or a watch.
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