UnitedHealthUNH
UNH
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 10 analysts
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
24%
upside
Avg. target
$558
36%
upside
High target
$650
58%
upside
10 analyst ratings
10 positive
100%
0 neutral
0%
0 negative
0%
Baird Michael Ha 39% 1-year accuracy 9 / 23 met price target | 24%upside $510 | Outperform Maintained | 29 Apr 2025 |
Barclays Andrew Mok 37% 1-year accuracy 22 / 60 met price target | 25%upside $513 | Overweight Maintained | 24 Apr 2025 |
JP Morgan Lisa Gill 63% 1-year accuracy 15 / 24 met price target | 28%upside $525 | Overweight Maintained | 24 Apr 2025 |
RBC Capital Ben Hendrix 35% 1-year accuracy 25 / 71 met price target | 28%upside $525 | Outperform Maintained | 23 Apr 2025 |
Morgan Stanley Ricky Goldwasser 36% 1-year accuracy 5 / 14 met price target | 37%upside $563 | Overweight Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 131 articles about UNH published over the past 30 days
Neutral
Accesswire
8 hours ago
ROSEN, LEADING TRIAL COUNSEL, Encourages UnitedHealth Group Incorporated Investors to Inquire About Securities Class Action Investigation - UNH
NEW YORK CITY, NY / ACCESS Newswire / April 30, 2025 / WHY: New York, N.Y., April 30, 2025.
Positive
Seeking Alpha
12 hours ago
UnitedHealth Group: It's Time To Be Greedy While The Market Panics
Avoid stocks priced for 'best case scenario'; seek those priced for 'worst case scenario' for potential substantial upside, like UNH. UNH's 25% decline due to temporary issues presents a buying opportunity with strong long-term earnings growth and high dividend yield. UNH's fundamentals remain strong despite recent setbacks; management projects a return to 13-16% earnings growth and high dividend growth.
Neutral
PRNewsWire
1 day ago
Rosen Law Firm Encourages UnitedHealth Group Incorporated Investors to Inquire About Securities Class Action Investigation - UNH
NEW YORK , April 29, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of UnitedHealth Group Incorporated (NYSE: UNH) resulting from allegations that UnitedHealth may have issued materially misleading business information to the investing public. So What: If you purchased UnitedHealth securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Neutral
Reuters
1 day ago
UnitedHealth names Patrick Conway to lead healthcare services business
UnitedHealth said on Tuesday Patrick Conway, the chief executive of its pharmacy benefit management unit, will take on the top job at Optum, its health services segment, replacing Heather Cianfrocco.
Negative
Seeking Alpha
1 day ago
UnitedHealth Group: Mr. Market Has Got It All Wrong
UnitedHealth's stock tanked following the Q1 earnings report after the company revised the earnings guidance for this year. Upon closer evaluation, it is evident that the challenges faced by the company are likely to be short-lived. The company is cheaply valued from a historical perspective, which does not make a lot of sense given strong growth expectations for the next five years.
Positive
Seeking Alpha
1 day ago
Baron Health Care Fund Q1 2025 Top Net Purchases And Sales
Initiated positions in Waters Corporation, Penumbra, McKesson, Masimo, and added to UnitedHealth Group due to strong market positions and growth potential. Waters Corporation's growth driven by biopharmaceutical quality control, new regulations, and product replacement cycles, targeting high single to low double-digit revenue growth. Penumbra's mechanical thrombectomy devices target underpenetrated markets with potential FDA approval for Thunderbolt device as a growth catalyst.
Positive
Seeking Alpha
1 day ago
Baron Health Care Fund Q1 2025 Top Contributors And Detractors
Boston Scientific's shares rose due to strong market growth, innovative products like pulsed field ablation, and disciplined cost management, driving double-digit EPS growth. Vertex Pharmaceuticals saw increased investor confidence in its cystic fibrosis franchise and evolving pipeline, including promising non-opioid pain treatments and kidney disease drugs. UnitedHealth Group's shares gained as 2024 headwinds subsided, Medicare Advantage rates improved, and higher-margin Optum segments grew, insulating it from tariff impacts.
Neutral
24/7 Wall Street
1 day ago
Got $5,000: These Dividend Stocks Trade at a 52 Week Low
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today.
Positive
Benzinga
2 days ago
Top 3 Health Care Stocks That May Rocket Higher In April
The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.
Neutral
Reuters
2 days ago
Corporate America boosts security spending after UnitedHealth murder, filings show
U.S. corporations have been ramping up their security spending, but following the murder of UnitedHealth executive Brian Thompson that expenditure is set to rise further in 2025 as more companies see heightened threats to their top brass.
Charts implemented using Lightweight Charts™