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 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.

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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.

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.

Showing 181 to 195 of 291 entries

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UnitedHealth Group Inc (UNH)