UnitedHealth (UNH)

• Market cap: $309B
• 1 day: -1.9%
• 5 days: -1.24%
• 1 month: 10.63%
• 3 months: 10.93%
• 6 months: -31.61%
• Year to date: -32.35%
• 1 year: -42.07%
• 5 years: 11.34%
• 10 years: 181.71%
• Sector: Healthcare
• Industry: Healthcare Plans

About: UnitedHealth Group is one of the largest private health insurers and provides medical benefits to about 51 million members globally, including 1 million outside the US as of December 2024. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in medical insurance. Along with its insurance assets, UnitedHealth's Optum franchises help create a healthcare services colossus that spans everything from pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.

Employees: 400,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

26% more call options, than puts

Call options by funds: $15.3B | Put options by funds: $12.1B

10% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,408

2.08% less ownership

Funds ownership: 87.1% [Q1] → 85.03% (-2.08%) [Q2]

12% less funds holding

Funds holding: 3,555 [Q1] → 3,118 (-437) [Q2]

42% less capital invested

Capital invested by funds: $417B [Q1] → $240B (-$177B) [Q2]

58% less first-time investments, than exits

New positions opened: 272 | Existing positions closed: 644

67% less funds holding in top 10

Funds holding in top 10: 223 [Q1] → 73 (-150) [Q2]

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $198
• Avg. target: $333
• High target: $440

15 analyst ratings

• positive: 13 87%
• neutral: 1 7%
• negative: 1 7%

Morgan Stanley Ricky Goldwasser	$395	Overweight Maintained	12 Sep 2025
Truist Securities David Macdonald	$365	Buy Maintained	9 Sep 2025
Bernstein Lance Wilkes	$379	Outperform Maintained	5 Sep 2025
Barclays Andrew Mok	$352	Overweight Maintained	4 Sep 2025
Cantor Fitzgerald Sarah James	$440	Overweight Reiterated	26 Aug 2025