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Investor Insights

This summary was created by AI, based on 32 opinions in the last 12 months.

UNH is a leading health insurance provider in the US with a strong track record and stable revenues. Despite concerns about increasing medical costs and government repricing programs affecting margins, experts believe the company is well-positioned for long-term growth. The stock has faced some volatility in recent years but is expected to resume its climb as the US exits the post-Covid period. Analysts are optimistic about its future performance and recommend a long-term investment.

Consensus
Positive
Valuation
Fair Value
WEAK BUY
UNH vs. ELV

Great company. He owns ELV, trades at 4-5 multiple points lower, fundamentals are equally good.

Whole group has stalled a bit over medical cost ratios and medical costs in general. Government is repricing programs, and it's affecting margins. Companies will fight through it, trading inexpensively, very solid growth metrics. Not afraid to buy any of them, and his choice is ELV.

medical services
DON'T BUY

Won't touch this group, including Humana, which is in a massive reset.

medical services
PAST TOP PICK
(A Top Pick Apr 14/23, Up 3%)

The stock has been flat, but at current share prices he's been adding. UNH is the giant of US healthcare. Now is a great entry point. Trades at 18x PE. Can deliver 8-10% topline growth and around 8-9% bottom line. They have a great track record. They participate in Medicare Advantage with a 20% market share.

medical services
BUY ON WEAKNESS

Owns shares in company. Usually weakness in shares before US election with worries of healthcare changes. Would recommend holding. 

medical services
premium

It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

American healthcare

As noted, 2023 was unkind to healthcare stocks, but UNH shed only 1%, thanks to a rebound in Q4. UNH remains America's biggest health insurer. It beat its last four quarters, trades at a safe 0.62 beta as well as a 22.85x PE, which is historically in-line. Earlier in 2023, the stock took a hit when the company noted that post-Covid the U.S. was seeing a rebound in elective surgeries, which would increase medical costs and cut into UNH's margins. However, this is a passing concern. View UNH in the long-term. Its shares have climbed 144% in five years and the projectory has been largely up, though the last two years have been bumpy. As we exit post-Covid, Wall Street expect UNH to resume its climb. Analysts signal 20 buys, one overweight, five holds and one sell with a price target of $594.61, nearly 13% higher than its last close of $526.47. Go long on UNH.

medical services
BUY

The health sector is poised to rally after a rough year. UNH is a good company though he prefers Humana.

medical services
BUY

His largest position. A quality, defensive names that benefits from employment growth. Also, what will the weight-loss drug do for them? Smart managers. A permanent compounder.

medical services
COMMENT
A big gainer in Q3

Rallied 5% in Q3. Had come back after Covid and good for them, but he prefers Humana (he owns).

medical services
PAST TOP PICK
(A Top Pick Sep 08/22, Down 7%)

Likes the diversified business model. Leader. Decent valuation at 19x forward PE, with 12% earnings growth. Past year has seen a rotation out of managed care into more exciting pharma names. Stable revenues, downturn-resilient. Aging US demographics will benefit.

medical services
BUY ON WEAKNESS

Very well manged company - best in sector.
Does not own shares.
Investing in other areas in healthcare sector.
Share price falling on concerns for pricing power.
Good long term investment. 

medical services
BUY

Likes their fundamentals as well as the healthcare sector, a sector which has been rallying.

medical services
BUY

Likes it, with the economy opening up and the company securing some price increases. Not a home run stock. You're looking at returns of 10-15% per annum.

medical services
DON'T BUY

He owns many healthcare names including UHN, but isn't excited about these names because they have lost momentum. Their CFO has warned of higher costs, which has lowered the bar a today. Earnings beat today, yes, but the bar is very low.

medical services
BUY

A core holding. It performed well, though down 8% this year. Revenue is up 13%, though costs up 16%. Their medical ratio is at 83% vs. 81% last year, but in line with the street. Shares are jumping today on earnings.

medical services
BUY

Shares are down 9% YTD, but is rallying 8% today on strong earnings. Has always liked this stalwart in healthcare.

medical services
Showing 1 to 15 of 191 entries

UnitedHealth Group Inc(UNH-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 21

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 28

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, 28 stock analysts published opinions about UNH-N. 21 analysts recommended to BUY the stock. 5 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?

28 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 2024-02-20, UnitedHealth Group Inc (UNH-N) stock closed at a price of $521.06.