UnitedHealthUNH
About: UnitedHealth Group is one of the largest private health insurers, providing medical benefits to about 50 million members globally, including 1 million outside the us as June 2024. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Employees: 440,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
80% more first-time investments, than exits
New positions opened: 236 | Existing positions closed: 131
17% more funds holding in top 10
Funds holding in top 10: 266 [Q2] → 311 (+45) [Q3]
16% more capital invested
Capital invested by funds: $435B [Q2] → $503B (+$67.7B) [Q3]
2% more funds holding
Funds holding: 3,335 [Q2] → 3,392 (+57) [Q3]
1% less repeat investments, than reductions
Existing positions increased: 1,383 | Existing positions reduced: 1,397
7% less call options, than puts
Call options by funds: $4.67B | Put options by funds: $5.04B
2.92% less ownership
Funds ownership: 92.76% [Q2] → 89.84% (-2.92%) [Q3]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Truist Securities David Macdonald 57% 1-year accuracy 55 / 96 met price target | 12%upside $610 | Buy Maintained | 6 Jan 2025 |
Piper Sandler Jessica Tassan 29% 1-year accuracy 6 / 21 met price target | 10%upside $600 | Overweight Maintained | 2 Jan 2025 |
Oppenheimer Michael Wiederhorn 35% 1-year accuracy 14 / 40 met price target | 18%upside $640 | Outperform Maintained | 6 Dec 2024 |
Stephens & Co. Scott Fidel 49% 1-year accuracy 20 / 41 met price target | 24%upside $675 | Overweight Maintained | 5 Dec 2024 |
Deutsche Bank George Hill 60% 1-year accuracy 6 / 10 met price target | 15%upside $625 | Buy Maintained | 3 Dec 2024 |
Financial journalist opinion
Based on 50 articles about UNH published over the past 30 days
