Related posts

Markets sink on Trump tariff fearsTSX climbs, Wall Street slipsStocks slide after U.S. Fed decision
Investor Insights

This summary was created by AI, based on 33 opinions in the last 12 months.

UnitedHealth Group Inc. (UNH) has been under scrutiny due to recent controversies, particularly concerning Medicare payments and a cyber attack, causing a decline in its stock value. Despite this, experts remain confident in the company's long-term prospects, citing strong fundamentals and significant free cash flow of $20 billion. Analysts emphasize the firm's strategic positioning as a healthcare leader with integrated services, which they believe will allow it to weather regulatory pressures. Although there are concerns regarding increased medical costs, many experts see the current stock price as a potential buying opportunity, especially given its historical performance relative to market PE ratios. Furthermore, with the company's commitment to sharing buybacks and a relatively low trading multiple compared to the past, sentiment leans towards a cautiously optimistic outlook for potential recovery.

Consensus
Buy
Valuation
Undervalued
BUY

Near term, this can't trade at prior multiples given volatility. Anything healthcare is uncertain. He still believes in the $600 price target. Great management. They have growth.

HOLD

Leader in the space. Trades at 16x forward PE, 11% growth. Last 5 years, earnings have growth 12% a year. 200-day MA trending higher, but price is a bit below that, so technical signals are neutral. Integrated model strong. Pricing power. Down 24% from recent highs on regulatory concerns, overdone.

BUY ON WEAKNESS

Is down 20% in 6 months and trades at 6.5x EBITA vs. 12x historically, strong managers, $20 billion free cash flow and new share buybacks.

PARTIAL SELL

The DOJ is going after them for Medicare payments. Is taking some risk off the table.

BUY ON WEAKNESS
Enter now on weakness?

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.

TOP PICK

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

(Analysts’ price target is $633.30)
BUY
Value trap or buying opportunity?

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.

PAST TOP PICK
(A Top Pick Mar 17/23, Up 18%)

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.

BUY

Healthcare stocks are no longer struggling with the post-Covid hangover, better earnings recently, and good news about Medicare this evening $21 billion payment boost). He expects a good report.

TOP PICK

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)
TOP PICK

Most diversified managed health care company (own clinics, software & insurance). Recent assassination of CEO not a major concern in terms of outlook for the business (although was a tragedy). Ability to raise prices very strong, with excellent margins on products. Will continue to buy shares. 

HOLD

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.

premium

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Our mission is to help people live healthier lives and make the health system work better for everyone. We dedicate ourselves to this every day for our members by being there for what matters in moments big and small — from their earliest days to their working years and through retirement. Social media mentions are up 400% in the past 24h.

BUY

They report Tuesday. Are the only health insurer that regularly beats earnings. Good risk/reward.

SELL

He started sell this in early 2023. Is up 20% since Q2, though. He sold it because loss ratios were off, though stabilizing now. 

Showing 1 to 15 of 227 entries

UnitedHealth Group Inc(UNH-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 3

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. 15 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 2025-03-18, UnitedHealth Group Inc (UNH-N) stock closed at a price of $502.85.