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This Week’s Stock Picks & BNN Top Picks Summary: MCD-N, AMZN-Q and 21 Stock Top Picks (Jul 12-18)Semis slide, Dow surgesFriday fade, strong half year
Investor Insights

This summary was created by AI, based on 28 opinions in the last 12 months.

The experts have mixed opinions about UnitedHealth Group Inc. Some believe it has the potential for growth and resilience in the long-term due to its position as America's biggest health insurer and its strong track record. Others are more cautious, citing concerns about rising medical costs, underperformance in the sector, and potential overvaluation. Overall, the stock has experienced some volatility and uncertainty due to various factors such as government policy changes, higher medical costs, and sector-specific challenges.

Consensus
Mixed
Valuation
Fair Value
TOP PICK

Provides benefits to 53M members globally. Recent spike lately, but still sees more profits ahead. Upside to target of about 20%. Last earnings report better than expected. Under a Trump presidency, could see reduced regulation and improved reimbursement. Yield is 1.49%.

Averaged 9% annual upside over last 3 years, and 16% for the last 5. Fundamentally a 9/10.

(Analysts’ price target is $609.22)
medical services
DON'T BUY

It reports tomorrow and health stocks are all way too volatile in an election year.

medical services
RISKY

They report next week. The big question is Medicare reimbursements; political winds are pushing down on this. Is UNH off-setting this with prices and costs? At 17x forward PE, he'll take the chance.

medical services
DON'T BUY

They're big enough to set prices, but they face government headwinds, so this is a wild card.

medical services
COMMENT

Won't buy it ahead of time. They've beaten the last 6 quarters and expects it again. But given its headwinds, he'd be cautious buying pullbacks.

medical services
COMMENT

He used to own it and likes it long term. But the government requirements are shifting the risk in Medicaid and Medicare payments to doctors. If doctors spend more on a patient, then doctors must eat that loss and don't receive all the Medicare/Medicaid to cover that amount. This has hurt companies like Humana. But UNH has such a dominant position in the market and is a permanent compounder.

medical services
BUY

Is down 7% this year, but was upgraded today and their pharmacy business is up 12%. In election years, healthcare struggles, and UNH has recovered from February's cyber attack. He likes this as a second-half 2024 and 2025 play. It's an earnings compounder.

medical services
PAST TOP PICK
(A Top Pick Jun 23/23, Up 4%)

Will continue to own shares. Short term pressures not a concern. Investors should take a long term view. Deferred procedures have started to increase after Covid-19. Profits continue to increase as demand for healthcare rises. Aging population also good for the business. 

medical services
DON'T BUY

Company not performing as well as other options in the market. Political risk in business - could have exposure to US Federal election. Would not recommend investing at this time. 

medical services
TOP PICK

Rebounded strongly from lows. Q1 results calmed fears, back into growth mode. Biggest growth area is Medicare, which is for seniors, paid for by government. Moving into a stronger pricing environment for Medicare. Trading at 17x for 15% earnings growth over next 3-4 years. Yield is 1.4%.

Will gain market share over time. It's a scale game. The lower-cost producers will win at the end of the day.

(Analysts’ price target is $564.65)
medical services
COMMENT

He's been buying this weakness. Lots of risk. Can't recommend it.

medical services
HOLD

Behemoth. Long-term demographics makes this a name you want to hold. Shares trending flat for the last couple of years. 200-day MA is sideways at this point, and shares are slightly below that point. Yield is 1.5%, nothing fantastic, but likes it long term.

Earnings should continue to grow, about 12% growth right now. Not a lot of strong competitors in the space. In healthcare, money has gone into the growthier names like LLY and NVO.

medical services
DON'T BUY

They should have reported that computer hack sooner, but they boast a great balance sheet. That said, he doesn't like the health insurance industry now.

medical services
WATCH

They report this week. Listen for what they say about their cyber hack and the recent Medicare announcement (will this overhang endure?).

medical services
WATCH

It reports next week. Is hitting a 52-week low today. He bought it higher, at $470, last month. Don't buy ahead of earnings. They're taking punch after punch. He's close to being stopped out of his position. He will watch for guidance. If it's a sell-the-news event, he might sell.

medical services
Showing 1 to 15 of 210 entries

UnitedHealth Group Inc(UNH-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 17

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 7

Total Signals / Votes : 25

Stockchase rating for UnitedHealth Group Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

UnitedHealth Group Inc(UNH-N) Frequently Asked Questions

What is UnitedHealth Group Inc stock symbol?

UnitedHealth Group Inc is a American stock, trading under the symbol UNH-N on the New York Stock Exchange (UNH). It is usually referred to as NYSE:UNH or UNH-N

Is UnitedHealth Group Inc a buy or a sell?

In the last year, 25 stock analysts published opinions about UNH-N. 17 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for UnitedHealth Group Inc.

Is UnitedHealth Group Inc a good investment or a top pick?

UnitedHealth Group Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for UnitedHealth Group Inc.

Why is UnitedHealth Group Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is UnitedHealth Group Inc worth watching?

25 stock analysts on Stockchase covered UnitedHealth Group Inc In the last year. It is a trending stock that is worth watching.

What is UnitedHealth Group Inc stock price?

On 2024-07-22, UnitedHealth Group Inc (UNH-N) stock closed at a price of $558.53.