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Stocks gain for the week, oil climbsMixed Friday, positive weekStocks see-saw after hawkish Fed pauseThis summary was created by AI, based on 29 opinions in the last 12 months.
Experts are generally positive about UNH, citing its position as America's biggest health insurer, its strong growth metrics, and its relatively stable performance despite industry challenges. They acknowledge concerns about increased medical costs, but many believe in its long-term growth potential and view the current share price as a good entry point. Some experts see it as a defensive stock with a clear runway for double digit growth, while others are more cautious due to warnings about higher costs and a lack of exciting momentum.
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.
Won't touch this group, including Humana, which is in a massive reset.
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.
Owns shares in company. Usually weakness in shares before US election with worries of healthcare changes. Would recommend holding.
The health sector is poised to rally after a rough year. UNH is a good company though he prefers Humana.
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.
Rallied 5% in Q3. Had come back after Covid and good for them, but he prefers Humana (he owns).
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.
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.
Likes their fundamentals as well as the healthcare sector, a sector which has been rallying.
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.
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.
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.
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, 28 stock analysts published opinions about UNH-N. 22 analysts recommended to BUY the stock. 4 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.
28 stock analysts on Stockchase covered UnitedHealth Group Inc In the last year. It is a trending stock that is worth watching.
On 2024-03-27, UnitedHealth Group Inc (UNH-N) stock closed at a price of $493.1.
You should look beyond tech which is pulling back now. Healthcare offers earnings growth ahead, like device companies. UNH has lagged this year due to utilization rates as medical expenses go higher.