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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CVS, CVS

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.

BUY

Has come close to buying this a couple of times. He has a model priced at $40.89, a 25% positive differential. It comes close, but he has not bought it yet.

PAST TOP PICK

A Top Pick Oct 16/07. Up 21.6%.) Health maintenance organization. Doing very well and will be earning over $4 a share in 08. Well managed company. Good sector. Still a Buy.

BUY

You want to focus on companies that have very persistent earnings and are not economically sensitive. Healthcare fits in this category. Had very strong relative price strength against the market recently.

TOP PICK

The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate.

TOP PICK

Both a valuation and a growth story. On the growth side, 18% this year, 16% next year. Biggest risk is medical cost rising without the abilities to raise revenues. (unlikely).

WEAK BUY

His model price is $52.39, which is a 7% upside. You could find more value elsewhere.

SELL

His model price is $41.81 which is a -16%. If you own, sell some of your position now and if it gets up to $52.60, sell the rest.

TRADE

They've had a wonderful run in the last year, so you might want to take your profits off the table. However this is a good stock to hold and gradually buy over time.

BUY

One of the most efficient processors of health data in the US. In a good market position. Good long term hold.

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UnitedHealth Group Inc (UNH)