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Markets sink on Trump tariff fearsTSX climbs, Wall Street slipsStocks slide after U.S. Fed decisionThis summary was created by AI, based on 34 opinions in the last 12 months.
UnitedHealth Group Inc (UNH-N) is viewed as a strong player in the healthcare sector, demonstrating growth potential despite current headwinds including regulatory scrutiny and volatility linked to Medicare reimbursements. Experts see significant long-term value driven by its integrated business model, comprehensive scale, and ongoing demand from an aging population. The stock has faced notable declines of around 20% over the past six months, primarily attributed to regulatory concerns and the fluctuating healthcare landscape. Despite these challenges, analysts maintain confidence in the company's management and future profitability, underscoring its resilience and substantial free cash flow. The consensus leans toward a buying opportunity, particularly for long-term investors as they navigate short-term uncertainties.
Yes. It was a top pick of his last spring. He doesn't think there will be much negative impact from Washington investigating their billing practices, though there remains headline risk. Fundamentals are improving, though they are paying out more for medical costs, which he hopes will normalize. It's trading below the market PE, when usually it trades above.
It is integral to the systematic delivery of health care across the U.S. and is a leader in well vertically integrated companies. There are some headwinds which he thinks will dissipate. He likes the longer term prospects and is seeing the development of per capita growth.
Buy 29 Hold 1 Sell 0
He bought some yesterday. Didn't change guidance. Q4 profitability was OK, though revenue was a bit light. Health insurance in US will continue to grow, it's a leader. Core holding for him. Great distribution system, so cost is less than peers. Trump administration will not nationalize healthcare.
Well run and uses AI a lot. It's an easy punching bag in the US for critics of the healthcare system. Health is always a political hot knife, but HC is the biggest employer in the US. Some disagree, but it's not in their interest to screw customers (by denying claims). He has been this all the way down.
Low beta, more conservative name. Very significant scale. Far ahead of peers with strong alignment of medical insurance, pharmacy benefits, and healthcare services. Aging demographics are key drivers of demand. Shares are 19% off their highs, an opportunity. 18x PE for 11% growth. Yield is 1.7%.
(Analysts’ price target is $641.46)The entire US health insurance group is embroiled in a controversy that was unfortunately set off by the murder of UNH, specifically talk about how claims are treated at UNH. These stocks are falling, but hang on and let this pass and see how different parties react. There will always be a place for health insurance companies in the US.
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
In the last year, 17 stock analysts published opinions about UNH-N. 7 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.
UnitedHealth Group Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for UnitedHealth Group Inc.
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.
17 stock analysts on Stockchase covered UnitedHealth Group Inc In the last year. It is a trending stock that is worth watching.
On 2025-04-11, UnitedHealth Group Inc (UNH-N) stock closed at a price of $599.47.
It reports Thursday. Not too high of a PE and not overly loved and purely domestic. It has pricing power.