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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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Similar
Cvs, CVS
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.
TOP PICK
US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry.
TOP PICK
With the Bush administration in power, this sector should do really well.
TOP PICK
Interested in large cap companies that are more value oriented. Can benefit from medicare reform.
TOP PICK
Likes the recent merger with Oxford. Have been cost-cutting. Have a lot of potential with new products down the road. Potential for 20% earnings gain.
TOP PICK
19 million members and a national footprint.
BUY
A good long term hold. Lots of opportunities, especially in health care in the US. Longer term there are the demographics of an aging population.
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