UnitedHealth (UNH)

• Market cap: $374B
• 1 day: -2.56%
• 5 days: -4.18%
• 1 month: -21.87%
• 3 months: -23.95%
• 6 months: -27.20%
• Year to date: -18.89%
• 1 year: -16.32%
• 5 years: 42.27%
• 10 years: 260.21%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

126% more first-time investments, than exits

New positions opened: 429 | Existing positions closed: 190

5% more funds holding

Funds holding: 3,418 [Q3] → 3,583 (+165) [Q4]

5% more call options, than puts

Call options by funds: $5.58B | Put options by funds: $5.31B

0.79% more ownership

Funds ownership: 86.79% [Q3] → 87.57% (+0.79%) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 1,362 | Existing positions reduced: 1,464

11% less capital invested

Capital invested by funds: $465B [Q3] → $412B (-$53.2B) [Q4]

37% less funds holding in top 10

Funds holding in top 10: 311 [Q3] → 197 (-114) [Q4]

Research analyst outlook

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

• Low target: $510 25% upside
• Avg. target: $558 36% upside
• High target: $650 59% upside

10 analyst ratings

• positive: 10 100%
• neutral: 0 0%
• negative: 0 0%

Baird Michael Ha 41% 1-year accuracy 9 / 22 met price target	25% upside $510	Outperform Maintained	29 Apr 2025
Barclays Andrew Mok 40% 1-year accuracy 24 / 60 met price target	25% upside $513	Overweight Maintained	24 Apr 2025
JP Morgan Lisa Gill 67% 1-year accuracy 16 / 24 met price target	28% upside $525	Overweight Maintained	24 Apr 2025
RBC Capital Ben Hendrix 31% 1-year accuracy 22 / 70 met price target	28% upside $525	Outperform Maintained	23 Apr 2025
Morgan Stanley Ricky Goldwasser 43% 1-year accuracy 6 / 14 met price target	38% upside $563	Overweight Maintained	22 Apr 2025