UnitedHealth Group Inc (UNH) Buy, Sell or Hold

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UnitedHealth Group Inc (UNH)

411.04

+2.52 (0.62%)

as of Jun 15, 2026, 8:00:00 pm Market Open.

287 watching

Investor Insights

Jun 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.

Consensus

Cautious

Valuation

Undervalued

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BUY

If you are looking to participate in this sector, this is the right one. Well managed. Had some issues several years ago with options. At 13X earnings, it is very good valuation. You are looking at probably under 10% earnings growth but you are not paying a lot for that.

DON'T BUY

Prefers Well Point. Likes this one. CEO warned in recent earnings call that with Obamacare there would be margin squeeze. Well Point has a better diversified exposure there.

BUY

One of the best performing sectors this year in the market. The group has broken out of a 12 year sideways period. This one was widely under owned. He likes managed healthcare. Thinks there is upside in the stock and in earnings. Thinks you will see dividend increases.

TOP PICK

Largest “managed care” company in the US. This stock would benefit from higher interest rates as they would get to raise their rates as rates go up. Quarter was a blow out quarter and the stock has done nothing but go up higher ever since. Even at the current price, it is at about 13X earnings and could go to 15X giving the benefit of earnings growth. 1.5% yield.

BUY

Feels this is well-positioned given the turmoil of Obama care and the new mandate. You really want to move towards the very large HMOs, where there is scale and the ability to adapt. He prefers Wellpoint (WLP-N).

TOP PICK

Healthcare, as a group, tends to be one of the best performing parts of the market. This is because there is a heavy domestic focus on the US and also it is not so economically sensitive. There is a secular bull market in spending on health in the US. 90% of this company’s revenue is coming from premiums on the plans that they sell. 3%-7% growth. Yield of 1.64%. They have a platform called Optum (?), an information services platform that they used to generate fees across a number of different businesses. Cash flow grew at 16% last year and this year will be at 29% of revenues and by 2015 it will be 40% of their revenues.

PAST TOP PICK

(Top Pick Jul 25/12, 18.67%)

TOP PICK

Can benefit from the long-term secular health theme he believes in. Serves over 75 million people globally. Widely, most diversified company in the managed healthcare space. Able to service Medicare and Medicaid platforms also. Revenues is about 48% commercial, 38% Medicare and 14% Medicaid. 1.6% dividend yield.

PAST TOP PICK

(A Top Pick Sept 9/09. Up 23%.) Sold at $31.70 for an 11.6% gain. Health care reform was aimed at health insurance companies and thinks the large insurers such as this are going to be tied to the medical loss ratio that governments are going to control.

PAST TOP PICK

(A Top Pick Feb 11/09. Up 15.5%.) Earnings have continued to come through but the cloud of US health care reform has hung over it. Trading around 10X this year's earnings and 9X next year's.

TOP PICK

Tied to healthcare reform. Controversial – is an HMO. At the worst you will see a compromise because of healthcare reform. Market has priced in the worst.

DON'T BUY

Political environment for health insurers is going to be very clouded. Insurance companies are going to be the whipping boys for the reforms that are going to come. They are going to be tough.

TOP PICK

One of the largest healthcare providers in the US, both through company-sponsored plans/individual plans, but more importantly through Medicare and Medicaid administration. Although enrolment growth has slowed, work they are doing on the Medicare and Medicaid side through the stimulus package will create more work for them. Trades at 10X earnings.

PAST TOP PICK

(A Top Pick Nov 9/07. Down 61%.) Sold his holdings in March at about $38. One of their major competitors stumbled and he was unsure if it was company specific or industry-specific.

DON'T BUY

Very dependent on having employers as their health care provider and started coming off when some problems came up.

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